Chartered Accountant do not undertake courses on financial planning. Understanding taxation, risks, returns, etc. is fine. But putting this together while assessing the risk profile and investment objectives of the client is a different matter and requires both theoretical knowledge as well as practical experience. A CFA or a CFP would balk at the thought of a CA providing financial advise - though certain individuals may have acquired certain skills in the course of their work. But saying a CA is qualified to provide financial advise - my foot!!
