Focused on developing CA2025 trainee accountants of the future.
Upskill is offering a dedicated live event series specifically for first year trainee accountants registered on the new CA2025 training programme of SAICA in 2022. The live event series will focus on setting up trainees to be more effective in their first year of the new CA2025 training programme and will develop several key competencies contained within the CA2025 competency framework.
How will the CA2025 live event series for trainees work?
Once trainees are onboarded onto our live event series, they will get access to regular, one-hour, live events directly on the Upskill platform. These live events are delivered by our subject matter experts and will cover a diverse range of topics focused on the development of Professional Values and Attitudes as well as the enabling acumen. All live events are one-hour in length and has been scheduled to have minimal impact on the normal working hours of the trainee. If trainees are unable to attend live events they enrolled for as part of the live event series, they will still have access to the recorded session for the remainder of the calendar year.
How was the content for the live event series determined?
The live event series will cover topics that were hand-picked by our subject matter experts. The topics were benchmarked against the new CA2025 competency framework and has also undergone a ‘research stage’ where the topics were subject to feedback from a test group of trainees. It is important to us to ensure the topics are not only determined by the CA2025 competency framework, but also actual trainee feedback with reference to their ability to perform their work effectively and efficiently.
What is the time investment required by the trainee to complete the series?
The series contains 16 one-hour live events hosted via the Upskill platform over the duration of the calendar year. We have also included two complimentary On Demand courses that trainees can complete at your discretion. Should the trainee attend all 16 live events and also completed the complimentary On Demand courses part of the offering, the time investment would amount to approximately 23 hours for the calendar year.
Will I still need to give my trainees other training if I enrol them onto the Upskill Live Event Series for Trainees?
We would highly recommend this. The Upskill Live Event Series will focus on the development of Professional Values and Attitudes as well as Enabling Acumen. The live event series will have limited focus on the development of technical competencies. For future CA’s to remain relevant, they need to develop the right professional values, attitudes and enabling acumen to enable them to adapt and function at levels expected of CA’s within any career path they choose to follow after the completion of the their training contract. A trainee’s ability to demonstrate competence in technical tasks is no longer seen to be critical in achieving this goal and for this reason the focus of the Upskill live event series is to develop a trainee’s proficiency in the demonstration of the Professional Values, Attitudes, and enabling acumen (the PVAA’s). Upskill can also assist with any specific technical training you might need that is not part of the live event series.
What is our experience with the new CA2025 training programme?
This live event series has been curated by Wihann Rabe and Graeme O’Reilly who are both members of the CA2025 working committee responsible for drafting the new CA2025 training programme. One of the biggest changes with the new CA2025 training programme is the sole emphasis on developing trainee’s proficiency in the demonstration of Professional Values, Attitudes, and enabling Acumen (the PVAA’s). The content of the live event series takes this into account to ensure trainees has access to interventions that will aid with the development of these new critical skills a trainee accountant should have.
What does it cost per trainee and what is included?
We offer bulk enrolment discounts and corporate deals for all Upskill content and training offerings. This will also apply to the dedicated live event series for trainees. The single price per trainee is R 2,500.00 (excl. VAT) for access to all live events and the complimentary On Demand courses included.
The following is included as part of our offering:
The following live events will be presented exclusively for trainees enrolled onto the live event series:
The following is included as part of our offering:
- 16 one-hour live events delivered via the Upskill platform during the 2022 calendar year.
- Two complimentary, On Demand, courses the trainees can complete at their own pace. The one dealing with the 2022 SAICA Training Regulations and the second with Study, Mark-scoring and Exam Technique, ideal for your trainees still studying.
- Monthly reporting to you on the progress and attendance of trainees.
- Access to the recordings of all the live events for the entire calendar year.
The following live events will be presented exclusively for trainees enrolled onto the live event series:
- Introduction to the CA2025 training programme
- Principles of Personal Ethics
- How to develop effective communication skills
- Audit 101: Introduction to auditing
- Adaptive mindset: How to adapt when change arises
- Cyber security: secretes to best email practises
- Audit 202: Financial statement assertions, audit evidence
- Important Excel functions used by trainee accountants
- Audit 303: Risk of material misstatement
- Becoming more effective in Microsoft Word and PowerPoint
- How to develop communication and relationship-building skills
- Expert's guide to emotional intelligence
- A how to on managing people and being a team player
- Principles of Professional Ethics
- Principles of Business Ethics
- How to handle your personal finances in 3 simple steps
Not in audit? We've got you covered
If your training office is in commerce, then the above live event series would still be available to you, but without the live events dealing with audit (live event number 7, 8 and 9 above). You can therefore still enrol your trainee accountants onto the live event series at a reduced price of R 2,000 (excl. VAT) per trainee.
Interested? What next…
If you are interested in enrolling your new trainees of 2022 onto the Upskill live event series or want to find out more about the specific outcomes and dates of each of the live events planned, then please get in touch with us. We can also prepare a quick bulk enrolment proposal for you that will contain all the information necessary for you to decide.
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Outcomes
At the end of the session the attendee should be able to:
- Logon to LTS and understand the LTS environment.
- Trainee to create and update a Skills Review (SR = TSR + PSR)
- Reviewer to sign off a Skill Review (SR)
- Know the answers to some frequently asked questions (SRs)
- Know and can implement the necessary LTS user administration and user maintenance activities (Audience: all LTS users & Training office Administrator)
- Extract all the necessary LTS reports and use the correct functions to monitor timelines, open documents and compliance requirements on the system (Audience: Trainees, Managers, Training Office Administrator, Training Officer).
- How to transfer my historical information to LTS (Audience: Trainee & Assessor)
- ANA opening balances (rates & development needs) and capturing of core hours.
- Assessor review and sign off on LTS
Outcomes
At the end of the session each attendee should be able to:
First time logon to LTS
- Logon to LTS and understand the LTS environment
Skill Reviews
- Review and finalise a Skill Review (SR = TSR + PSR)
- Basic vs Advanced complexity levels
- Difference between the rating difference process and when to reverse an SR to the trainee
- Know the relevant PwC & ICAZ document timeline requirements and responsibilities of the different role-players (trainees and reviewers)
- Relevant reports to track progress
Assessment Needs Analysis (ANA)
- Prepare for the one-on-one discussion: the relevant process, and responsibilities of each role-player
- The one-on-one discussion and what needs to be finalised
- Understand when and why the need for development plans in the ANA
- Know the relevant PwC & ICAZ ANA timeline requirements and responsibilities of the role-player (trainees, evaluators and assessors)
- Understand the impact of skills / tasks signed off by the Assessor = COMPETENT
- How to measure a trainee’s progress on their training programme
- Relevant reports and checks if a trainee can be discharged from his/her ICAZ training program.
- ANA opening balances and core hours – how this will be transferred to LTS and relevance in the next ANA discussions.
Outcomes
Key outcomes of this session:
- PC2 and PC4, and what constitutes acceptable evidence for these 2 PC values in particular.
- The SAICA requirements around acceptable evidence for both the PC Values and the other professional skills.
- The SAICA decision trees and how to make the right selections when using them.
- Understand the difference between basic and advanced complexity levels.
Outcomes
At the end of the session the attendee should be able to:
- Logon to LTS and understand the LTS environment
- Create and Update a Skill Review (SR = TSR + PSR)
- Know the relevant PwC & ICAZ document timeline requirements and responsibilities of the role-player (trainees and reviewers)
- Create and finalise an ANA, the relevant process, and responsibilities of each role-player
- Understand when and why the need for development plans in the ANA.
- Understand the impact of skills / tasks signed off as COMPETENT by the assessor
- Know the relevant PwC & ICAZ ANA timeline requirements and responsibilities of the role-player (trainees, evaluators and assessors)
- How to effectively use your LTS reports to monitor your training programme
- Know when a trainee can be discharged from his/her training contract and LTS requirements regarding relevant evidence and documents.
- The process to transfer your monthly core hours to LTS and impact during the ANA discussion
Outcomes
At the end of the session each attendee should be able to:
First time logon to LTS
Skills Reviews
Reports and incomplete notifications
- Logon to LTS and understand the LTS environment
Skills Reviews
- Trainee to create and update a Skill Review (SR = TSR + PSR)
- Importance of PC- and Professional Skill evidence to be specific, positive and verifiable
- Reviewer to review and finalise a Skill Review
- Reviewer assign an overall rate and give an overall comment on trainee’s performance in the SR
- How to handle rating differences. Reviewer and trainee activities.
- What to do id PC- or professional skill evidence is not sufficient?
Reports and incomplete notifications
- Score Grid Reports: Summary of evaluation on competency framework
- Incomplete notifications (Automated & generated by administrator)
CA2025 Training
SAICA EAT: Formative and Summative Assessments
- Practical tutorial on how to submit formative assessments/LOR’s with specific focus on the role of the trainee and the role of the reviewer. Includes examples as part of the session.
- Demonstration of what the quality of the evidence submitted by the trainee must look like.
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