2021 Trainee Assessment Workshop - Workshops
Who Should Attend
This workshop is aimed at all trainees.

This workshop was first designed in response to training officers' feedback that trainees' lack of understanding of and compliance with the assessment process is one of the biggest challenges they face in their training offices. This workshop is designed to equip trainees with the necessary skills and understanding to enable a more effective and efficient assessment process. Feedback from trainees, training officers and training office reviewers indicates that there is a marked improvement in the trainees' understanding and ability to complete assessments after the workshop.

Trainees indicate that they particularly benefited from engaging with other trainees around assessment in a comfortable environment that encourages questions and interaction. The information is presented in a practical and easy-to-implement manner. We highly recommend sending all of your trainees on this workshop.


08:00 - 08:30 Registration
08:30 - 10:30 Workshop commences
10:30 - 11:00 Mid-morning refreshments
11:00 - 13:00 Workshop continues
13:00 - Workshop Concludes


This intensive 4-hour workshop will cover the following topics:

  • The SAICA Training programme
  • Understanding which competencies need to be assessed
  • Assessment and what it involves
  • The assessment of competence – what it means and what it involves
  • Trainees' responsibilities relating to the assessment process
  • What constitutes acceptable evidence for technical skills, professional skills and professional conduct values
  • Guidelines on completion of the Technical and Professional Skills Reviews (TSRs and PSRs)
  • The importance of and issues relating to the completion of the Assessment Needs Analysis (ANA) and the consequences of not achieving competence at the end of the training contract
  • Ratings of competence and the correct use of the SAICA decision trees
  • Determining when a task is considered to require development, and how development needs should be addressed through the ANA process...
  • How expected levels of competence are determined and used in determining development needs

Graeme O'Reilly CA(SA)
Graeme is a Registered Assessor and has been working closely with SAICA on assessment-related matters since the assessment process was introduced in 2005. Graeme is responsible for updates to the course material for the Assessor Training & Refresher workshops and has been presenting these workshops for SAICA for the past 15 years. Graeme is currently the chairman of SAICA's Accreditation & Monitoring committee and is the vice-chairman of SAICA's Training Requirements Committee and is on the working committee looking at CA2025 implications for the next iteration of the SAICA Training Programme. He also chaired the working group that finalised the content of the 2016 SAICA Training Programme.

Dates And Venues
Wed, 5 MayVirtuallyZoomReserve a place
Wed, 26 MayVirtuallyZoomReserve a place
Wed, 7 JulVirtuallyZoomReserve a place
R560.00 (including 15% VAT) per person.
SAICA's CPD policy has changed effective 1 January 2020 from an input measurement basis to an output measurement basis. Learning and the development of professional competence is unique to each member and should be aligned to your personal needs identified in your reflective learning plans. For further information and guidance, go to SAICA's CPD website.
How To Enrol
Reserve a place electronically. Please note that telephonic reservations and enrolments are not accepted.
Book Online: Please note that the 'Book Online' button is disabled as you would need to be logged in to register for the event.
Log in: To log in, you would need your username and password.
Register as a website user: If you are not a SAICA member or have never attended a SAICA event, you would need to register as a new user on the website. Your login details would be emailed to you and after you have updated your details you would then be able to register for the event.
Username and password: If you are a SAICA member or a non-member having attended a SAICA event previously, you would automatically have been assigned a username and password. If however, you have forgotten your username, please call the SAICA Contact Centre which will assist you.
Add multiple attendees: If you would like to add multiple attendees, you would be required to log in and have the ID numbers or SAICA numbers of the attendees you wish to register. If you enter an ID number that does not exist on the database, it is a quick process to register the delegate as a user first and then add them as an attendee.
Investment / Fee
TraineeR 560,00
Terms And Conditions

Standard Terms and Conditions of Business

These terms and conditions will apply to all bookings for a seminar or conference or workshop or webcast or similar event organised or to be organised by SAICA or any of its Representatives and marketed as such ('Event'). All bookings will be subject to a confirmation by SAICA and once confirmation of a booking has been sent the booking will be confirmed.
  1. Bookings and Confirmations
    1. Bookings can only be done online. Once submitted such booking shall be deemed to be confirmed and as such, SAICA's payment and cancelation terms as set in clauses 3 and 5 below shall apply.
    2. SAICA shall generate and send a tax invoice to the booked delegate as further confirmation of the booking.
    3. If an individual has booked an Event but does not receive an invoice until 3 (three) working days prior to the Event date, it is the responsibility of the individual to contact the SAICA Call Centre on 011 621 6600 or 0861 SAICA and follow-up on the booking.
  2. Payment and Refunds
    1. Payment for bookings shall be made in advance.
    2. The price of the Event will be the price displayed under the Fees section of the brochure. The price shall include Value Added Tax.
    3. After payment is made, individuals must submit their proof of payment, clearly stating the invoice number that appears on the invoice. Proof of payment should be emailed or faxed to the person whose name and contact details appear under the Contact Details section of the brochure or alternatively emailed to debtors.se@saica.co.za.
    4. Proof of payment must be submitted no later than 2 (two) working days prior to the date of an Event. Individuals who have booked within 7 (seven) or less working days prior to the date of an Event must produce proof of payment on the day of the Event unless proof of payment was submitted to, and receipt thereof was confirmed by, SAICA.
    5. Payment shall be made by electronic funds transfer, or direct deposit to a bank account to be designated on the invoice, or by credit card payment using the payment facility on the SAICA website.
    6. Individuals shall not be entitled to receive a refund of the Event fee except in circumstances where -
      1. there was an overbooking by SAICA;
      2. or the Event was cancelled.
  3. Cooling-off Period
  4. All payments by means of an electronic transaction shall be subject to section 44 (Cooling-Off Period) of the Electronic Communications and Transactions Act No 25 of 2002, as amended. As such, individuals shall be entitled to cancel this agreement without reason or penalty within 7 (seven) days after the date of the booking.
    1. If the cooling-off period under clause 7.1 does not apply, and a person is a consumer protected by the Consumer Protection Act No 68 of 2008 and the person makes a booking as a result of direct marketing, then that person shall be entitled (under section 16 (Consumer's right to cooling-off period after direct marketing) of the Consumer Protection Act) to cancel this agreement within five (5) business days after the date of the booking by completing and sending to SAICA the notice attached hereto as Annexure A.
  5. Cancellations
  6. Individuals wishing to cancel a booking must send a written cancellation notice to the person whose name and contact details appear under the Contact Details section of the brochure. Telephonic cancellations will not be accepted.
    1. All cancellations received less than 8 (eight) calendar days prior to the date of the Event shall incur a cancellation fee of 50% (fifty) percent of the Event fee.
    2. Individuals who have booked for an Event but fail to cancel, or transfer (in accordance with 7 below) or substitute (in accordance with 6 below) a booking shall remain liable for the booking and as a result thereof forfeit the Event fee.
    3. No cancellation fee shall be levied by SAICA on cancellation of a booking for reasons of death or hospitalisation.
    4. Failure to a) cancel within 8 (eight) calendar days prior to the date of a free Event and/or; b) not show up at a free event; shall attract an administration fee of R350 half-day events and R650 full day events.
  7. Substitutions
    1. Individuals are entitled to substitute bookings that have been confirmed. Only written substitution requests will be considered. Telephonic requests for substitution will not be accepted.
    2. A request for substituting an individual for another must be submitted to SAICA in writing 24 (twenty four) hours before the date of the Event. No late substitution requests will be considered. Requests for substitution must be sent to the person whose name and contact details appear in the Contact Details section below.
    3. Non-members who substitute a member will be liable for the difference between the member Event fee and non-member Event fee.
  8. Transfers
    1. Requests for the transfer of a booking to a different Event venue or Event date or different Event ('Transfer') shall be made in writing to SAICA. Requests for Transfers must be made to the person whose name and contact details appear in the Contact Details section below. Telephonic transfers will not be accepted.
    2. No charges will be levied for a Transfer unless a request for a Transfer is received 15 (fifteen) working days after the first booking, in which case an administration fee of R300 (three hundred rand) shall be charged..
    3. Transfer requests received within 3 (three) working days prior to the Event date shall be subject to a charge amounting to 50% (fifty percent) of the Event fee.
  9. Limitation of Liability
    To the extent allowed by law, SAICA shall not be liable to any person whatsoever in respect of any loss or damage caused by or arising from any fact or circumstance beyond the reasonable control of SAICA, or which is consequential or incidental or damage of whatever nature and howsoever arising from or in connection with any booking. To the extent allowed by law, SAICA's liability shall in any event and under all circumstances be limited to the refund of the Event fee.
Contact Details
Event Administrator Telephone: 0861 072 422
Email: saica@saica.co.za
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