财务规划专业
Help build your reputation and grow your network in financial advice as a CA 财务规划 Specialist
在短暂的
- Your education and industry experience can help you earn your standing as a specialist
- Connect with other specialists and gain valuable insights through networking events
- 作为CA财务规划专家, your official accreditation demonstrates to clients your skills, knowledge and experience in providing financial advice
财务规划专业化的好处
- 建立你的品牌 - Adding CA 财务规划 Specialist under your name on correspondence and marketing collateral sets you apart from the rest. You also have the exclusive right to include the CA ANZ branded specialist banner in your communications.
- 打开大门 -作为CA财务规划专家, you can capitalise on opportunities of referrals from other practitioners, 战略合作伙伴, 相关专业人士及客户.
- 扩大你的交际圈 - Networking events with your peers can provide insights into your field and forge valuable business relationships.
- 加强你的名声 - Your recognition as a CA 财务规划 Specialist acknowledges your skills, 对客户的知识和经验.
- 扩大你的到达 - Be included in the "找到一个CA" searchable directory of CA Financial Planning Specialists located on the CA ANZ website. This promotes you to the broader community as an expert in this field.
- 保持领先地位 - You will have access to complimentary professional development exclusive to CA 财务规划 Specialists, plus receive a discount on the SMSF Conference fee.
如何成为一名核证机关财务规划专家
You must be a member of 注册会计师s ANZ i.e. either a CA or Affiliate, who is licensed or authorised to offer financial advice. 此外, you are required to meet relevant education and experience criteria which are outlined in regulations CR6 and CR6C.
1. 评审需求
You need to have four years of practical experience in the last ten years, including at least 50% of employment related to financial advice.
你还需要:
- to be listed on the Financial Advisers 注册 (FAR) with the Australian Securities and Investment Commission (ASIC).
- to have successfully completed the education requirements to become listed on the FAR.
2. 申请认可
Complete and return the CA 财务规划 Specialisation Application for Recognition form, 附上参考资料和教育文件.
参考文献
You will need to provide three references from individuals who can positively attest to your skills, 具备财务咨询方面的知识和经验.
在选择推荐人时考虑以下几点:
- One referee must be a 注册会计师 with at least three years’ membership who has known you for 12 months or more.
- At least one of the referees should be from the licence holder with whom you are licensed, or if you are the licence holder, from a Chartered Accountant who can attest to your current involvement in financial advice.
- 裁判 should not all be from the same organisation.
- 裁判 一定不是你的亲戚吧.
教育文件
Finalise your application by attaching the following:
- a certified copy of your qualification to satisfy the training/education standards to become a financial adviser.
- if completed, evidence of courses completed to comply with FASEA’s education requirements.
3. 应用程序检查
Following a review of your application you will be informed by email if your application has been approved.
获批准的申请人将收到:
- a welcome pack containing your approval letter, welcome brochure and your certificate.
- the CA 财务规划 Specialisation signature banner for your promotional use.
- your invoice confirming payment for the application and specialist subscription fee.
- Applicants who have been declined will not be charged any fees.
专业认证费用
- 申请费(一次)- 232美元(澳元)
- Annual specialist subscription fee - $280 including GST (AUD) - prorated for the first year.
义务
At least 40% of your CPD requirement must be in financial advice.
