CPA Financial Planning Specialisation handbook

This handbook provides information about the CPA Financial Planning Specialist designation including member benefits, point scoring, how to apply, and frequently asked questions.

The designation is available to those members who have been working in the financial planning industry and can demonstrate their eligibility for the specialisation through fulfilling the experience and education requirements of the designation.

The aim of the specialist designation is to:

• achieve public recognition for those who hold the specialisation
• enhance the quality of financial planning services that members provide
• increase practice development and career opportunities for CPAs