An engaged learning platform is provided which will have delegates participating on an interactive level with each other and the facilitator. A safe learning environment is created whereby delegates will be introduced to useful interactivity tools such as tests, polls, breakouts and both audio and visual engagement activities. These tools will support the delivery of theory and understanding of the necessary principles of the course on a practical level. On registration, all relevant course material and information will be made available online. This course is designed to teach delegates practical skills about the preparation and monitoring of budgets, using basic functions in Excel and probing questioning techniques. The required skills for this module will be practiced through simulated case studies and group discussions. Each competency will be evaluated through case studies as well as a post course evaluation.

Our ultimate goal is to provide the trainees the necessary training and practical exposure to proof a level 4 competency skill at a basic level for residual skills. This involves pre-course work, in-class discussions and exercises as well as evaluation and feedback. Based on SAICAs latest CA Training Programme, a level four (4) sign-off is required at a basic level for all Residual Skills. Both delegates on the new 2016 SAICA Competency skills and the 2012 SAICA Competency skills training programmes can join this session. After attending the course, delegates will have gained a basic understanding of the competencies mentioned below, and must be able to apply the concepts and techniques in simple, uncomplicated situations or environments. The following competency skills will be assessed: 2016: SAICA Training Programme Prescribed competencies (Residual Skills) Task nr Task to be performed MD(R) 2.1 Prepares a budget for an entity / business unit / audit engagement, with clearly documented assumptions MD(R) 2.2 Performs a sensitivity analysis on prepared budgets, varying key assumptions to document a range of possible outcomes MD(R) 3.1 Documents actual performance against budget, and investigates and documents reasons for variances MD(R) 3.2 Makes recommendations to address variance 2012: SAICA Training Programme Prescribed competencies (Residual Skills) MD(R) 2.1 Prepares a budget for an entity / business / audit engagement, with clearly documented assumptions MD(R) 2.2 Performs sensitivity analysis on prepared budgets, varying key assumptions to document a range of possible outcomes MD(R) 3.1 Analyses the actual performance against budget, and documents the findings MD(R) 3.2 Investigates and documents reasons for variances MD(R) 3.3 Develops, for input and review by others, a plan to address variances Other course benefits include: professional skills development (writing and reporting skills); drafting recommendations which are reasonable and relevant; time management; individual feedback by an accredited SAICA Assessor.

This course consists of three parts: On scheduled course date: 1: Presentation of theory relating to the competency at hand – including demonstration of related techniques and principles via examples and case studies 2: Online assessment completed via our new online platform – www.myskillsportal.co.za. 3: Post-course integrated assignment (prepared on Excel and submitted electronically within 6 weeks after attending the training) The presentation is available in two formats: Option 1: A “live on-line presentation” – using our virtual training platform. No recording available after the session is completed. Option 2: Online e-learning modules (Pre-recorded online modules with the ability re-watch sessions)

Trainees who require basic practical experience in preparing and analysing budgets.

Delegates must have the following available on the course day: o Own computers (PC or laptop) with Excel loaded onto the machine o Proper internet connection (Wi-Fi or 3G) with sufficient data for the day Minimum connection speed required (use online page to test eg: https://www.speedtest.net/) • Upload speed: at least 3 Mbps • Download speed: at least 5 Mbps o Please note: We will be watching short YOUTUBE videos during the session to enhance the learning experience - therefore it is advised that you obtain permission from your IT department to gain access for the day. o USB headset (microphone, speakers) for each delegate is optional - however if an open office is used this is requirement o Webcam (external or built-in) for each delegate is not required as we do not use video functionality For the engagement activities and online tools, other devices such as the iPad and iPhone are not recommended. Please ensure that you are logged in 30 minutes prior to the start of the session in order to download relevant material and sort out any technical challenges that you might have with the aid of your IT department.