OVERVIEW
Everyone involved in the SAICA training programme must have working knowledge of the latest Training Regulations. These Training Regulations are a particularly important component of the induction of new SAICA trainees (both AGA(SA) as well as CA(SA) trainees). Join Annelien Feldtmann (CA(SA) and Neuro-Coach), as she presents this comprehensive course.
Description
- Understanding the 2023 SAICA Training Regulations
LEARNING OBJECTIVES
By completing this course you will have an in-depth understanding of the following:
- Provisions of the SAICA Training Regulations;
- Requirements to become an accredited training office;
- Roles and responsibilities of all the role-players;
- Training contract requirements and implications;
- Assessment process and high level requirements; and
- SAICA visit - what to expect and how you can prepare.
DELIVERY
The course is delivered through the SA Accounting Academy online learning platform. It is divided into parts that are easily digestible. In this way you can maintain a work-life balance whilst studying and improving your professional skills.
IS THIS COURSE FOR YOU?
The following persons will benefit from attending this webinar:
- All SAICA members and associates: CA(SA), AGA(SA) and AT(SA).
- SAICA training officers and administrators.
- SAICA trainees.
- SAICA reviewers; evaluators and assessors.
- All firms that are considering to become and accredited training office.
ABOUT THE INSTRUCTOR
Annelien Feldtmann CA(SA), Neuro-Coach
Annelien is a Neuro-Coach and Chartered Accountant (SA) with 21 years of experience in the public and private sector. She is deeply passionate about people development and has been actively involved in various roles to assist individuals to become the professionals they dream to be.
Her roles include the following:
- She was a SAICA Reviewer and is a registered assessor with in-depth knowledge of the SAICA Competency Framework and learnership requirements. She was a committee member of TRECO and AMS (now TPSC);
- She was a SAICA Training Officer and later the Senior Manager – Trainee Auditor Scheme who managed the three auditing and accounting learnerships (SAICA; SAIGA and ACCA) within the Auditor-General of South Africa (AGSA) (1 300 learners annually spread across the 9 provinces) and has in-depth knowledge of the practical challenges, roles and responsibilities of employers and trainees;
- She is the chairperson of the Assessment Committee (which is responsible for the final qualification examination) of the South African Institute of Taxation (SAIT) and also a SAIT assessor (reviewing the compliance with the learnership requirements and logbook compliance);
- She has been involved in distance learning institutions and even compiled the curriculum transformation competency framework for the College of Accounting Sciences at the University of South-Africa (UNISA);
- She managed a UK based professional development company as well as a South-African based study support organisation; and
- She is a qualified Executive, Business and Career Neuro-Coach (clients in the USA; UK and South-Africa) and have also provided mentorship to dynamic females in the public sector in the USA as well as Jamaica.
PREREQUISITES / ADMISSION REQUIREMENTS
There are no prerequisites to attend this course.
CURRICULUM
MODULE 1 - HIGH LEVEL OVERVIEW AND ROLE PLAYERS
LEARNING OUTCOMES:
- Understanding what the Training Regulations cover; and
- Understanding who the role players are.
MODULE 2 – GENERAL PROVISIONS
LEARNING OUTCOMES:
- Understand how to interpret the Training Regulations; and
- List the discretionary powers of SAICA.
MODULE 3 – ACCREDITATION AS A TRAINING OFFICE
LEARNING OUTCOMES:
- List the requirements for accreditation and re-accreditation;
- Understand the factors taken into consideration to determine the accreditation period;
- Understand the implications of a very high risk rating;
- Clarity on the mentorship programme; and
- Understand when accreditation will laps automatically and when it will be cancelled.
MODULE 4 – TRAINING OFFICER REQUIREMENTS AND RESPONSIBILITIES
LEARNING OUTCOMES:
- List the requirements to become a Training Officer;
- List the duties of the Training Officer;
- Understand the responsibilities of the Training Officer; and
- Explain who is responsible for the SAICA training contract fees.
MODULE 5 – TRAINEE ACCOUNTANT RESPONSIBILITIES
LEARNING OUTCOMES:
- List the duties and responsibilities of a trainee accountant;
- Understand the hours of work and overtime implications; and
- Gain insights into the possible conditions of employment and employment contract implications.
MODULE 6 – TRAINING CONTRACT
LEARNING OUTCOMES:
- List the entry requirements for a training contract;
- Understand the implications of a probation period;
- Explain the term and hours of a training contract;
- Understand the implications of academic remission;
- Awareness of the registration requirements of the training contract;
- Understand the requirements iro secondment;
- List the permissible grounds for suspension of a training contract;
- List the grounds for cancellation of a training contract;
- List the cancellations that do not attract a cancellation penalty;
- List the entry requirements for a training contract;
- Understand the discharge requirements; and
- Awareness of the exemption from a training contract.
MODULE 7 – EXTENSION OR CANCELLATION OF A TRAINING CONTRACT
LEARNING OUTCOMES:
- Understand when a training contract must be extended and when it may be extended.
MODULE 8 – DISCHARGE OF A TRAINING CONTRACT
LEARNING OUTCOMES:
- List the requirements to discharge a training contract.
MODULE 9 – ASSESSMENTS
LEARNING OUTCOMES:
- Understand the requirements iro assessments; and
- Explain the process to be followed iro appeals to assessment decisions
MODULE 10 - DISPUTES; COMPLAINTS AND APPEALS
LEARNING OUTCOMES:
- Understand what process to follow in respect of disputes between trainee accountants and training officers;
- Explain the process to follow in respect of disputes between trainee accountants/training officers and SAICA;
- List instances where disciplinary action against a trainee accountant does not need to be reported to SAICA ; and
- Understand what process to follow when a trainee accountant reports to SAICA any circumstances that may constitute punishable conduct on the part of a Training Officer.
MODULE 11 – SIMULATIONS
LEARNING OUTCOMES:
- Understand what constitutes a simulation; and
- Explain the requirements of a simulation.
MODULE 12 – RECOGNITION OF PRIOR LEARNING
LEARNING OUTCOMES:
- Define RPL;
- Understand the RPL process; and
- List the maximum RPL that can be allowed.
MODULE 13 – ACADEMIC PROGRESS RULE
LEARNING OUTCOMES:
- Understand the purpose of the academic progress rule;
- Define the academic progress rule;
- Explain the implications of not adhering to the academic progress rule;
- Define Academic recess; and
- Understand the implications of academic recess on the training contract.
MODULE 14 – SAICA VISITS: HOW TO PREPARE AND WHAT TO EXPECT
LEARNING OUTCOMES:
- Understand the purpose of a SAICA visit;
- Gain clarity on how to prepare for a SAICA visit and what to expect on the day of the visit; and
- Understand what to do with the SAICA visit report.
MODULE 15 – MOST RECENT UPDATES
ABOUT SA ACCOUNTING ACADEMY
Welcome to SA Accounting Academy (SAAA), a provider of qualifications and courses to help you succeed in your chosen career. We are committed to providing our students with the highest quality training and support, to ensure that your skills and knowledge are up to date and ready to face the challenges of the modern workplace. Our qualifications and courses are designed to ensure that you reach your professional goals and enhance your career prospects. With our experienced training staff and comprehensive resources, you can be confident that you will receive the highest quality of training from SA Accounting Academy.
SAAA is a Level 2 B-BBEE contributor, with 125% procurement recognition. Training spend on certain solutions can be allocated against the Skills Development element of the B-BBEE Scorecard through accredited and nonaccredited training or claimed through SETA grants. In addition, 15% of your Skills Expenditure can now be on non-accredited training or courses.
COURSE FEES
The course fee is R 1 350.00 and consists of:
- Study material - Online course material
- Online Facilitator support
PAYMENT METHODS
Debit / Credit Card or Instant EFT
You can pay directly on our website for an easy, secure, and instant transaction. During promotional periods, customers can take advantage of additional savings. This is the fastest and most efficient option, saving both time and money.
EFT / Bank Deposit
You can make a payment directly into our bank account using your Online Banking App, Online Banking services, or by visiting your local bank branch.
Your Company / Employer
It may be beneficial for your company to invest in training for its staff members. As there are financial and tax advantages for doing so, please speak with your employer or Training / HR manager about the possibility of paying for this training.
Third Party
If you have someone who is willing to pay for your studies, such as a parent or relative, they can either log in and pay on our website or they can pay via any of the payment options above on your behalf.
PAYMENT OPTIONS
Option 1: Once off payment
- R 1 350.00