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Financial planning chapter
Financial planning specialist & financial planning chapter
With the growth and focus on financial advisory services, the Institute recognised the technical expertise of Chartered Accountants this important area by establishing in 1999 a Financial Planning Chapter. The Institute established the Financial Planning Chapter to promote Chartered Accountant Financial Planning Specialists in the marketplace and providing a pathway for members who want to become involved in the area of financial planning and wealth creation.
Members interested in Financial Planning can be involved with the Chapter at two levels: Practicing Member (CA-Financial Planning Specialist) & Non-Practicing Member.
The Financial Planning Chapter provides support to its members in a variety of ways:
- information on the latest standards
- quarterly newsletter
- conferences
- lobbying government and regulatory bodies
- helping members to promote themselves and their services
- networking
- discounts
Financial specialist directory
The Institute has released a directory listing the Chartered Accountant, Financial Planning Specialists Directory from the Financial Planning Chapter to assist members of the Institute in providing a comprehensive service to their clients.
The Financial Planning Specialist Directory
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