SAICA Assessment Process – Trainees `

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

At the end of a 3-4-or-5 year SAICA training contract, a trainee will need to produce a portfolio of evidence through the technical experience obtained, showcasing their ability to achieve professional learning outcomes in the following categories of Professional Values and Attitudes and Acumens PVAAs:

  • Ethics – Values and Attitudes
  • Citizenship – Values and Attitudes
  • Lifelong Learning – Values and Attitudes
  • Business Acumen
  • Decision-making Acumen
  • Relational Acumen
  • Digital Acumen

Proficiency is required to be proven, meaning trainees must document what they’ve done to facilitate review (in the Learning Outcome Review LOR document) and further evaluation and assessment (in the Professional Development Summary PDS document).

In practice, this can easily present a challenge to both trainees and training offices, as trainees are to be the main drivers of their own development, and they often don’t understand what it entails.

This training session is here to help training offices tackle this challenge head on, by getting your trainees work-place ready by helping them understand what the SAICA Assessment Process is all about, how to document evidence on the Electronic Assessment Tool (EAT), how they are reviewed / evaluated / assessed, and what their role is, in the process of assessment.


Help trainees understand what the SAICA Assessment Process is all about, how to gather and document evidence, how they are reviewed / evaluated / assessed, and what their role is, in the process of assessment.


  • Introduce trainees to the assessment process
  • Establish what the various assessment instruments and deadlines are i.e. LOR and PDS documents
  • Highlight what learning outcomes they will be assessed on, for which they need to document evidence
  • Equip trainees to appropriately document evidence in the LOR and PDS in a manner that meets SAICA’s documentation requirements as set out in the Accreditation Criteria
  • Enable trainees to successfully navigate the decision trees and determine accurate ratings, and understand how overall ratings will be given by other role-players
  • Point out the various assessment guides i.e. decision trees, SAICA’s Electronic Assessment Tool, trainee’s unique Training Plan / Integrated Exposure Plan IEP, Expected Levels of Proficiency ELP

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

  • Understanding the CA of the Future training programme
  • Assessment definition and principles of assessment
  • Benefits and steps in the process
  • Assessment instruments and processes, and steps to complete
  • Individuals and paperwork involved in the process
  • Prescribed / possible Learning Outcomes (technical and PVAAs)
  • Explanations of the proficiency-ratings process for which trainees must self-assess using decision trees for LOR / PDS
  • Practical walkthrough of documentation of evidence process on the Electronic Assessment Tool (EAT) for both the LOR and PDS, meeting SAICA’s documentation requirements

  • Audit manAgers
  • Audit partners
  • Financial accountants
  • Second year SAICA trainees
  • Third year SAICA trainees
  • Fourth year SAICA trainees
  • Fifth year SAICA trainees
  • Investment managers
  • Financial managers
  • Engagement quality control reviewers

None

Strong / stable internet connection