Training office policies and procedures manual

Overview:

As a Registered Training Office with SAICA, it is mandatory to develop and implement comprehensive Training Office Policies and Procedures. These formally documented policies cover various aspects, including the training program, training regulations, assessments, moderation, CPD, Audit Development Program, and more. They serve as a guide for trainee accountants throughout their training contract and provide supervisors/managers with clear instructions on successfully overseeing trainee accountants.

ProBeta Training has created a generic manual that serves as a foundation, to be customized by each Training Office. This manual outlines policies and procedures related to the firm's minimum training standards, assessment criteria, and CPD requirements. Additionally, it provides standardized forms to address different policies effectively.

The manual plays a crucial role in ensuring that all stakeholders understand and adhere to SAICA and Training Office procedures, facilitating the efficient administration of the training program. It aids training officers in preparing for Training Office visits and provides insights into the assessment process as mandated by SAICA.

Covering policies and procedures for both the 2016 and CA2025 training programs, this manual offers guidance and serves as a valuable resource. To enhance accessibility and customization, the manual is provided in an electronic format with an interactive index.

All specimen documentation is presented electronically, allowing for easy tailoring and filing. We strongly recommend that you tailor the manual to align with your firm's specific requirements. Train your staff on the relevant details and seamlessly integrate this manual into your firm's practices.

Release date: January 2024