SAICA CA Assessment Process – Reviewers and Evaluators / Assessors

In-house course

1 Day
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

SAICA CA Assessment Process Refresher – Reviewers

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.

A Reviewer who is the second role-player in the assessment process works most closely to 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 (weekly / monthly) feedback in the Learning Outcome Review (LOR) document and will need to know how to:

  • Quality-check evidence to see if it meets SAICA’s documentation requirements,
  • Accept or reject evidence, and
  • Provide ratings feedback using decisions trees, where applicable.


SAICA CA Assessment Process – Evaluators / Assessors

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

SAICA CA Assessment Process Refresher – Reviewers

The purpose of this training session is to help establish where you, as Reviewer, 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 Learning Outcome Review (LOR) on the Electronic Assessment Tool (EAT) online platform.

SAICA CA Assessment Process – Evaluators / Assessors

The purpose of this training session is to help establish where you, as Evaluator / Assessor, 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.



SAICA CA Assessment Process Refresher – Reviewers

The following will be covered in the session which focuses on the Reviewer’s role in the assessment process of a trainee:

  • An overview of the CA of the Future Assessment Process, including
  • Its purpose and what the overall process of assessing a trainee looks like
  • The categories and nature of competencies (learning outcomes) a trainee needs to demonstrate
  • Identification of what assessment instruments require the involvement of the Reviewer, i.e., the LOR
  • Explanation of how the Reviewer will complete the LOR, including:
  • How to handle technical learning outcomes
  • How to validate evidence based on SAICA’s documentation requirements
  • When and how to accept / reject evidence for Professional Values and Attitudes (PVAs) related competencies
  • How to provide an objective rating for evidence of [Enabling] Acumens related competencies
  • Clarifying which learning outcomes do or don’t need a rating

  • Guidance of Reviewers on the procedure for when there is a disagreement in rating or evidence is rejected
  • How the Reviewer contributes to the Professional Development Summary (PDS) through the feedback given in the LOR
  • What the timing deadlines and frequency of completion of the LOR are
  • What the latest amendments are to the competencies / competency framework / EAT online platform
  • Practical demonstration of how to give ratings in mock situations


SAICA CA Assessment Process – Evaluators / Assessors

The following will be covered in the session which focuses on the Evaluator’s / Assessor’s role in the assessment process of a trainee:

  • An overview of the CA of the Future Assessment Process, including
  • Its purpose and what the overall process of assessing a trainee looks like
  • The categories and nature of competencies (learning outcomes) a trainee needs to demonstrate
  • Identification of what assessment instruments require the involvement of the Evaluator / Assessor, i.e., the PDS
  • Explanation of how the Evaluator / Assessor will complete the PDS, including:
  • Reflection on the presence and consistency of Learning Outcome Review (LOR) feedback sought by trainee
  • Evaluation of academic progression
  • Identifying concerns over technical learning outcomes progress
  • Providing objective overall ratings feedback over Professional Values Attitudes and Acumens (PVAAs) learning outcomes
  • Guidance on how to hatch a development plan where there are development needs
  • Guidance of Evaluators / Assessors 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

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