Attendance at this seminar will secure 6.5 hour/s verifiable CPD points including other professional bodies (SAICA, SAIBA, ACCA, IACSA, IRBA & etc)
TRISTAN DAVID-CREWE WHITE
tristan@probetatraining.co.za
To successfully assess a trainee in terms of their proficiency as a prospective CA (SA) or AGA (SA) under the CA of the Future (formerly CA2025) Competency Framework, there are 5 key role players that will have a part to play in a trainee’s professional development
An Evaluator is the third role-player in the assessment process of a trainee, after the trainee and reviewer. An Evaluator 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 assessment feedback in the Professional Development Summary (PDS) document.
A SAICA Evaluator plays arguably the biggest role in a SAICA trainee’s progression to becoming a CA (SA) or AGA (SA) by:
• Tracking a trainee’s development across an assessment (PDS) cycle
• Understanding their current level of professional development, and
• Correcting / remediating a trainee’s development through the design of a development plan to address development
deficiencies
The purpose of this training session is to help establish where you, as Evaluator, fit in, in the CA of the Future Assessment Process in the context of needing to assess trainees on their proficiency towards becoming CAs and AGAs (SA).
This session will also aim to show you how to give appropriate feedback in a Professional Development Summary (PDS) document on the Electronic Assessment Tool (EAT) online platform.
The following will be covered in the session which focuses on the Evaluator’s role in the assessment process of a trainee:
• An overview of the CA of the Future Assessment Process, including
o Its purpose and what the overall process of assessing a trainee looks like
o The categories and nature of competencies (learning outcomes) a trainee needs to demonstrate
• Identification of what assessment instruments require the involvement of the Evaluator, i.e., the PDS
• Explanation of how the Evaluator will complete the PDS, including:
o Reflection on the presence and consistency of Learning Outcome Review (LOR) feedback sought by trainee
o Evaluation of academic progression
o Identifying concerns over technical learning outcomes progress
o Providing objective overall ratings feedback over Professional Values Attitudes and Acumens (PVAAs) learning outcomes
o Guidance on how to hatch a development plan where there are development needs
• Guidance of Evaluators on the procedure for when there is a disagreement in rating or evidence is rejected
• What the timing deadlines and frequency of completion of the PDS are
• What the latest amendments are to the competencies / competency framework / EAT online platform
• Practical demonstration of how to give overall ratings in mock situations
Audit mangers
Audit partners
Financial accountants
Second year SAICA trainees
