Available Course

SAICA Assessment Process/SAICA Reviewer/SAICA Evaluator

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Duration: 1 Day
CPD Hours: Attendance at this seminar will secure 6.5 hour/s verifiable CPD points including other professional bodies (SAICA, SAIBA, ACCA, IACSA, IRBA & etc)
Course Facilitator: Tristan White
T:  011-886-1395
E:  nerissa@probetatraining.co.za
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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

SAICA Assessment Process: The purpose of this training session is to: Introduce trainees to the assessment process Establish what the various assessment instruments and deadlines are i.e. TSR, PSR and ANA documents Highlight what areas of competence they will be assessed on Point out the various assessment guides i.e. decision trees, generic training plans Practice providing ratings in mock scenario providing ratings. SAICA Reviewer The purpose of this training session is to help establish where you, as reviewer, fit in, in the assessment process of a SAICA trainee. This includes identifying: A reviewer’s key responsibilities, so you know when to pass responsibility back to the trainee or otherwise to the evaluator How to successfully provide ratings based on the decision tree How to justify a rating when faced with a disputing trainee SAICA Evaluator Understanding an evaluator’s responsibilities Identifying who is eligible to be an evaluator Determining where the evaluator steps back and allows the registered Assessor to take over Highlighting your responsibility with respect to the ANA or Assessment of Needs Analysis 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 competencies 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

SAICA Assessment Process: The SAICA assessment process Assessment definition and principles of assessment Steps in the process Assessment instruments and processes Role-players and paperwork involved in the process Examples of what should be done to achieve these skills Prescribed competency skills How to apply the assessment and appeals process Explanations of the ratings and decision trees SAICA Reviewer What reviewers need to know or implement regarding the review process How to make an objective decision with regard to the review process The use of the decision tree What to do if there is conflict i.e. the trainee believes they are worth a particular rating which differs from the reviewers point of view The SAICA requirements i.e. timelines with regard to completion of the review process SAICA Evaluator The purpose of this training session is to help establish where you, as evaluator, fit in, in the assessment process of a SAICA trainee. What evaluators need to know or implement regarding the evaluation process How to make a recommendation with respect to rating decisions over an ANA cycle What to do if there is conflict The SAICA requirements i.e. timelines with regard to completion of the TSR, PSR and ANA process General discussion/info about the SAICA training regulations

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