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How to become a financial planning specialist

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Financial advisers are in demand. Luke Rathborne CA, managing director of Fortitude Private Wealth, has seen his business grow by 10% in the past six months.

It’s not surprising that since the Hayne Royal Commission shone a spotlight on poor-quality advice many consumers have become more cautious. The CA Financial Planning and Advice Specialist designation can reassure them by confirming your deep expertise, high level of education and professional experience. 

So, what does it take to achieve this valuable accreditation?

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Welcome to Acuity On Air, the playlist where the pages of Acuity Magazine come to life. Dive into our curated selection narrated audio articles that explore the latest in business, career development, and the economy. Gain key insights from strategic thought leaders, uncover expert analysis, and stay ahead of the curve with content designed to inspire, inform, and ignite your professional journey.  

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