Attendance at this seminar will secure 4.5 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
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
4. Assessor
5. Training Officer
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.
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).
- 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, i.e., the LOR
- Explain how the Reviewer will complete the LOR, 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 t
PVAAs, using SAICA’s quality guidelines.
o How to provide an objective rating using LOR decision tree
o Which learning outcomes don’t require a rating
- Direct Reviewers 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
- Practice giving ratings in mock situations
Auditors
Third year SAICA trainees
Audit mangers
Audit partners
