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Financial Planning

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Financial Planning is big news in the business world. More and more professionals are entering this field – an area where CAs are particularly qualified and skilled. To support these members, the Institute has established a Financial Planning Chapter dedicated to promoting 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: 

 
 
The Financial Planning Chapter has also produced Financial Planning & Your Practice, a guide to assist members who are looking at expanding their business to include financial planning services. This document is available as a hard copy publication (please contact your regional office for a copy) or by downloading the document below. 
 
Financial Planning and Your Practice