Joining the Financial Planning Chapter ("FP Chapter") is voluntary. The FP Chapter consists of two categories of participation, practicing and non-practicing members. The FP Chapter is open to members of the Institute who specialise and those who are interested in Financial Planning. The Financial Planning Chapter has two categories of participation, described as: 
 
 
Non-Practicing Members 
 
Non-Practicing Members are Financial Planning Chapter Members who are interested in receiving information and a defined range of services from the Chapter, are not subject to any rules or conditions of membership and pay a nominal subscription fee of AUD$66 annually (inclusive of GST). 
 
To subscribe, please register your details online or download the attached Subscription form. 
 
 
Practicing Members 
 
Practicing members of the Financial Planning Chapter are Chartered Accountants who successfully apply for Specialist Membership of the FP Chapter. CA - Financial Planning Specialists work in financial planning and wealth management and are subject to various continuing conditions of membership as defined in the Regulations (R10). 
 
Full details of the membership requirements for admission as a CA - Financial Planning Specialist can be found in the Regulations (R10) 
 
To apply, please download  
CA - Financial Planning Specialist application form.  
 
 
After becoming a CA-Financial Planning Specialist 
 
As a designated CA-Financial Planning Specialist you’re now a member of a highly regarded group of professionals and leaders in your field.  
 
Your specialist designation gives you a great opportunity to distinguish yourself and strengthen your value as a Chartered Accountant.  
 
 
Marketing your designation 
 
The Institute has prepared the following guides to help you understand the purpose and importance of the CA-Financial Planning Specialist designation. It also shows you how to use it as a business tool and promote yourself as a CA-Financial Planning Specialist.  
 
By embracing these initiatives, you’ll build closer relationships with your clients and peers and enhance your professional standing in the business community.  
 
We look forward to working with you and supporting you as a CA-Financial Planning Specialist.  

• Getting started  
  
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• Marketing activities  
  
• Logo usage guidelines  
  
• Support from the Institute