Session 1 - Introduction to Profession and SAICA Training Regulations

The objective of this session is to introduce the accounting profession to trainees and navigate trainees through the latest SAICA Training Regulations and highlight the important sections applicable to them that could have an impact on their training contract journey. This session tackles what the duties of a trainee are in relation to their training contract.

Furthermore, as part of introducing trainees to the profession, this session covers the regulatory bodies such as SAICA and IRBA, and what the differences are between the two, and what is needed to qualify as a CA / AGA (SA).

Covered content:

• The need to develop the correct professional attitude towards traineeship
• The different roles of SAICA and the IRBA
• Applicable SAICA Training Regulations
• A trainee and training officer’s duties per Annexures
• The SAICA Training Contract

Session 2 - Professional Conduct & SAICA Disciplinary Process

Being employed in a professional environment means that you need to be able to act professionally in how you communicate and interact with others, including peers, clients and more senior staff.

This session aims to explain how to conduct yourself, as a new professional, in a corporate environment as well as looking at the SAICA Code of Professional Conduct fundamental principles.

We will also look at the various ways trainees contravened the Code, Training Regulations, By-Laws and their training contract, and how SAICA had disciplined them.

Covered content:

• Business etiquette
• Open office etiquette
• Telephone etiquette
• Communication skills
• Interviewing the client
• E-mail etiquette
• Time management
• Teamwork
• Self-motivation skills
• SAICA Code of Professional Conduct
• Recent disciplinary trends

Session 3 - Assessment Process and Tutorial on How to Complete Assessment Instruments [LOR and PDS]

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.

Content covered:

• 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
  
  

SAICA Trainees