SAICA Assessment Process – Reviewer Role

In-house course

4 Hours
Attendance at this seminar will secure 4 hour/s verifiable CPD points including other professional bodies (SAICA, SAIBA, SAIT, SAIPA , ACCA, IACSA & IRBA).
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.

A SAICA Reviewer plays a key role in on-the-job feedback as they usually provide live oversight to a trainee whilst the trainee carries out their daily work assignments, on which they are later rated.

This session will practically walk Reviewers through the completion of a Learning Outcome Review (LOR) on the Electronic Assessment Tool, guiding Reviewers on how to confidently give ratings using decision trees.

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 will practically demonstrate how to accept / reject / rate evidence in an LOR on the Electronic Assessment Tool (EAT) online platform.

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

  • 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 through a thorough explanation of the decision trees

  • Audit mangers
  • 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