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Live Events
for Trainees

Dedicated live event series specifically designed for first year trainee accountants registered on the new CA2025 training programme of SAICA.

01

Explore our 1st year programme

We offer a specialised bundle for our 1st-year trainee live event series. Get access to more for less through one of our bundles.

02

Explore our 2nd year programme

We offer a specialised bundle for our 2nd-year trainee live event series. Get access to more for less through one of our bundles.

Our Live Events for Trainees

Explore our Live Events Library for trainee accountants and find the content ideal for your professional development.

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Our Trainees

Upskill is hosting a group of trainees from prestigious organizations on our live event series. These trainees will embark on a new path to obtain the knowledge to propel their careers.

Some of the trainees hail from these distinguished institutions:

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Nurture a habit of lifelong learning | Sign up today | #Upskill |

www.upskill.studio
+27 (0) 21 818 5256
[email protected]
Upskill Studios, Rialto Road, Grand Moorings Precinct, Century City, 7441

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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.
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 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

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

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

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.

Curated content

M-Power Managers Programme

M-power is aimed at all senior members of staff who supervise/manage SAICA trainees. There is a specific focus on supervisors and managers in audit training offices however the skills are relevant for any manager/ supervisor. Click the link below and learn more about the 3 packages on offer.

OUR GREAT OFFER

Auditors Live Event Series

Commencing 08 March 2023

Access 6 live events dealing specifically with Auditing at a discounted price when purchased as a bundle. You will have access to these events and their recordings for the entire year. These events are ideal for CPD.

Presented by

Live Events for Trainees

01

Explore our 1st year programme

02

Explore our 2nd year programme

Our Live Events for Trainees

Explore our Live Events Library for trainee accountants and find the content ideal for your professional development.

Our Trainees

Payment Options

Quick and easy

Nurture a habit of lifelong learning | Sign up today | #Upskill |

Our Newsletter

Outcomes

Outcomes

Outcomes

Outcomes

Outcomes

At the end of the session each attendee should be able to:

SAICA EAT: Formative and Summative Assessments

M-Power Managers Programme

Auditors Live Event Series

Commencing 08 March 2023

Caryn Maitland

Live Events
for Trainees