Attendance at this seminar will secure 6.5 hour/s verifiable CPD points including other professional bodies (SAICA, SAIBA, ACCA, IACSA, IRBA & etc)
Tristan White
0118861395
nerissa@probetatraining.co.za
To successfully assess a trainee in terms of their proficiency as a prospective CA (SA) or AGA (SA) under the CA2025 Competency Framework, there are 5 key role players that will have a part to play in a trainee’s professional development:
1. Trainee – Will take the lead in their own development, carrying out technical work and documenting evidence demonstrating their proficiency.
2. Reviewer – Who works most closely with a trainee on their day to day technical work assignments, and is therefore primed to be able to give feedback as the
reviewer is often on hand to witness a trainee’s daily work activity. Reviewers give formative feedback in the Learning Outcome Review (LOR) document.
3. Evaluator – Who is less directly involved in a trainee’s day to day work activity but plays a mentorship role and is fundamentally concerned with a trainee’s longer-
term development. Evaluators offer summative feedback in the Professional Development Summary (PDS) document.
4. Assessor – Similarly to an Evaluator, is less directly involved in a trainee’s day to day. An assessor signs off on the proficiency of trainees as recommended by an
Evaluator and is therefore involved in the completion of the Professional Development Summary document. Assessors are qualified CAs (SA) or AGAs (SA) and are
required to be registered as assessors.
5. Training Officer – Serves as an overseer for the training program of the training office and is empowered to handle assessment disputes but is typically not directly
involved in assessment of a trainee. Training Officers are qualified CAs (SA) or AGAs (SA) and are required to be registered as assessors.
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 reviewed.
The Reviewer is the primary individual in determining whether evidence for learning outcomes can be accepted or not, and what ratings are deemed appropriate.
Aside from the Reviewer, a SAICA Evaluator plays arguably the biggest role in a SAICA trainee’s progression to becoming a CA (SA) or AGA (SA) by tracking, understanding and correcting / remediating a trainee’s development with almost as much desire / interest as the trainee themselves.
The purpose of this training session is to help establish where you, as Reviewer, fit in, in the CA2025 Assessment Process of a SAICA trainee, and how to give appropriate feedback on an LOR via the Electronic Assessment Tool (EAT).
Furthermore, we aim to build you up, as an Evaluator (which is a delegated function of an Assessor), on what your role is in the evaluation of SAICA trainees, as part of the CA2025 Assessment process, by practically walking you through the completion of a PDS document on EAT.
- The SAICA assessment process
- Provide an overview of the CA2025 Assessment Process, including
o Change of emphasis in terms of competencies
o What the new competency areas are
- Identify what assessment instruments require the involvement of the
Reviewer and Evaluator / Assessor, i.e., the LOR and PDS respectively
- Explain how the Reviewer / Evaluator will complete the LOR / PDS, for
what is relevant to them, including:
o How to handle technical learning outcomes
o The need to accept / reject and validate evidence documented, relating
to PVAAs, using SAICA’s quality guidelines
o How to provide an objective rating, using appropriate LOR / PDS
decision trees, respectively
o Which learning outcomes don’t require a rating
- Direct Reviewers / Evaluators when there is disagreement i.e., difference
in rating or evidence rejected
- What the SAICA requirements are i.e., timing deadlines, with regard to
completion of the LOR / PDS
- Practice giving ratings in mock situations
Audit mangers
Audit partners
Third year SAICA trainees
Auditors
