Who can use the CPD Management Tool?
Aug 14 / Upskill
The CPD Management Tool is available to anyone to use and is 100% free of charge. With no hidden cost or limitations to functionality, you can now use the CPD management tool to take charge of your CPD.
Take charge of your CPD.
The CPD management tool is available to anyone and integrates with the Upskill platform as the exclusive content partner of the CPD management Tool.
Output based CPD
Professionals are eager to move away from the traditional input based CPD approach, such as logging hours spent doing an activity, as this doesn’t indicate whether any learning has truly taken place. Output based CPD look at what learners are gaining from these learning opportunities, and whether there has been any impact in real life.
Source: Learning Pool
Who can use the CPD tool?
The CPD Management Tool is available to anyone. Whether you are a student, an intern, a working professional or even an administrative clerk, the CPD management tool will work for you. The CPD management tool can be used in two very specific ways as explained in this article.
Record keeping mode
If the professional body you belong to does not apply output based CPD, then you can use the CPD management tool in record keeping mode. This will allow you to use the CPD management tool like an online briefcase for all your CPD related activities. Whenever you complete a CPD related activity, you can use the CPD management tool to log that activity. All your CPD related engagements kept in one place for you to easily access and report on when needed.
Output based CPD mode
Eventually, we will integrate all professional bodies that apply output based CPD onto the CPD management tool and members of these professional bodies will be able to use the tool to plan, act and reflect on CPD related activities. Version 1.00 of the CPD management tool however, makes provision for members of the South African Institute of Chartered Accountants (SAICA) to use the tool in output based CPD mode.
SAICA CA2025
Use the tool for your workforce
Not only is the CPD management tool 100% free to use, but we also offer “white label” options for companies to employ the tool internally with personalized branding for that special touch. You can make the tool available to your staff and take control of your CPD compliance risk through reporting and monitoring.
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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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