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 – 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 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.
We aim to build you up, as an Evaluator and Assessor, on what your role is in the evaluation and assessment 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
Evaluator / Assessor, i.e., the PDS.
- Explain how the Evaluator / Assessor will complete the 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 PDS decision
trees, respectively
o Which learning outcomes don’t require a rating
- Direct 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 PDS
- Practice giving ratings in mock situations
Auditors
Third year SAICA trainees
Audit mangers
Audit partners
