SAICA Assessment Process:
At the end of a 3-4-or-5 year SAICA training contract, a trainee will need to produce a portfolio of evidence, showcasing their competence in areas of:
Accounting
Auditing
Taxation
Financial management
Management decision-making
Risk & governance, and
Ethics & professionalism

In practice, this presents a major challenge for both trainees and training offices, as trainees are to be the main drivers of their own development, and they often don’t understand what that entails…

ProBeta Training helps you tackle this challenge head on, by getting your trainees to understand what the SAICA assessment process is all about, how they are rated, and what their role is, in the process of assessment.

As part of this training session, trainees will be guided by the presenter, as to how this evidence is collected, documented (TSR, PSR), rated and assessed (ANA) as part of the SAICA Assessment Process.

Furthermore, mock scenarios will be presented to trainees whereby they will practice rating themselves using SAICA decision trees.


SAICA Reviewer
A SAICA Reviewer plays a key role in on-the-job feedback as they usually provide live oversight to a trainee whilst the trainee carries out their daily work assignments, on which they are later rated.

The reviewer is the primary individual in establishing ratings and helping a trainee on their way to becoming a qualified CA or AGA (SA). This therefore carries a major weight of responsibility and it is fundamental for a reviewer to understand
How they are to interact with trainees,
Where their responsibility starts and stops, and
How to accurately and confidently rate trainees even when ratings are disputed

The purpose of this training session is to help establish where you, as reviewer, fit in, in the assessment process of a SAICA trainee by looking at a mix of theory and case studies where we will practice giving ratings in mock situations.


SAICA Evaluator

A SAICA Evaluator plays arguably the biggest role in a SAICA trainee’s progression to becoming a CA or AGA (SA) by tracking, understanding and correcting / remediating a trainee’s development with almost as much desire / interest as the trainee themselves.

With this course, we aim to refresh you, as evaluator, on what your role is in the assessment of SAICA trainees, including:
Understanding an evaluator’s responsibilities with respect to the ANA or Assessment of Needs Analysis
Determining where the evaluator steps back and allows the registered Assessor to take over
Being better equipped to assist in recommending ratings
Learning how to identify where a trainee needs development
Helping to point a struggling trainee to other ways to achieve competence
Communicating to trainees the documentation deadlines i.e. TSRs, PSRs and ANAs; as well as what the minimum PSR tasks are that need to be completed each ANA cycle

The approach to the session will be a mix of theory and establishing practical understanding, whereby the theory will be explained by means of practical examples for ease of reference