Get documents about "Application to Membership Webinar
Document Sample
Application to Membership 2011
Cliodhna Kenny
Student Development Executive
Introduction
• Admission to Membership
Process 2011
• Application Form
• Certificate of Practical IT
Competence/ECDL
• Training Requirements
• Competency Guide & Return
• References
• Key Dates
• Contact us…
Admission to Membership
Six Criteria
1. Sit & pass all examinations.
2. Demonstrate Practical Competence in IT.
(Certificate of Practice IT Competence)
3. Obtain 3 years relevant supervised
training.
(Training Record)
4. Demonstrate an in depth level of
competence in two of the technical six
areas of competence.
(Competency Guide & Return Form)
5. Demonstrate all of the behavioural
attributes.
(Competency Guide & Return Form)
6. Be of good character
(Character references.)
Application Form
Personal
details
here
Sign
declaration
Application Form
Ensure
to tick all
areas
Refer to
relevant
accountancy
training only
Same
details as
Refer to any reference
gaps in letters
employment
here e.g.
travel or
redundancy
Evidence of Practical IT Competence
• Submit an original ECDL
Certificate
or
• Completed Certificate of
Practical IT Competence
• Students must
demonstrate competence
in all areas of the
Certificate of Practical IT
Competence certificate
( 1 – 8)
Evidence of Practical IT Competence
Insert
name
Insert
year e.g.
2011
Signed by
Ensure supervisor
each who is a
individual qualified
area is accountant
ticked yes or IT
e.g. 1 (A-J) Manager
Training Requirements
• Minimum of 3 years relevant supervised training.
• Practice or Industry or both.
• Supervised by a Qualified Accountant.
• One years training record should equate to between 44 – 48 weeks.
(Therefore six months training would equate to approx 26 weeks.)
• Three years training records should equate to a minimum of 132
weeks training.
• The training record is completed on a calendar year basis. (January –
December.)
• May submit training records up to 31st October 2011 to be eligible to
confer in December 2011.
Training Requirements
Reach In-depth Level of Competence in a minimum of two
of the following areas :
1. Financial Accounting
2. Auditing & Statutory Compliance
3. Corporate Planning, Control & Treasury Management
4. Information & Financial Systems
5. General Management
6. Taxation
Provide any additional information on Page 18.
Training Requirements
Three levels of training
1. Collect & Categorise (Level 1)
2. Analyse and Interpret (Level 2)
3. Report & Recommend (Level 3)
At Professional 2 stage, students should aim to have as much
of their training as possible at Level 3.
Upon application to membership, students must obtain a
minimum of 26 weeks Level 3 training across two areas.
Sample Training Record – Section A
Maximum of
12 weeks in
total per
quarter
across all
activities
and levels if
training
record is
based upon
a 48 week
time period
Total
number of
weeks per
level is
entered here
e.g.
1.4+1.4+1.4
+1.2= 5.4
Sample Training Record – Section B
Written in third
person
Discusses
students
performance
and
progression
Signed by
student
and
supervisor
who is a
qualified
accountant
Sample Training Record – Section C
Total figure for
2008 is 44 weeks.
Include job title
The summary and
section should description
equate to between
44 and 48 weeks
in total .
If training period is
less than year, will
be less than 44
weeks. For
example 6 months
training is 26
weeks.
Competency Guide & Return
Demonstrate Technical Skills and Behavioural Attributes
Calendar year of
return is the year
the statements
are based upon
e.g. 2010
Signed by
The period must student
relate to the and
same time period supervisor
as preparing for who is a
and/or qualified
completing accountant
Professional 2
examinations .
Competency Guide & Return
Form 1 : Annual Training Summary
Same as Annual
Training Summary
from Training
Record.
Can use this form
or write “refer to
training summary in
2010 training
record” if a training
record for the same
year has already
been completed.
Competency Guide & Return
Example of Form 2 : Record of In-Depth Competence
Competence Field is one
area from the following
Written in
six :
third person
“ Albert took
1. Financial
the lead
Accounting
role”...
2. Auditing & Statutory
Compliance
3. Corporate Planning
Control & Treasury
4. Management/
Information
Financial Systems
Discusses
5. Management Skills
tasks and
6. Taxation
competence:
Refers to the
success of the
project and
Albert ability
to perform as
a competent In Depth Competence:
professional . The heading must be
taken from the
document called
“Guide to In-Depth
Competency Fields.”
The heading is not
taken from the training
record.
Guide to In-Depth Competency Fields
Information &
Financial
Systems -
5 : Project
Management
This is where
Albert took the in-
depth competence
from in the
previous slide
Competency Guide and Return
Must submit 4 individual Record of In-Depth Competence statements across
two areas only. The statements must directly correspond with your training
record for that period.
An example of 4 statements could be :
Financial Accounting
1. Supervising the maintenance of all basic accounting records, using
standard accounting software. (Areas 1.1, 1.2 of the training record)
2. Preparing accounts from incomplete records. (Areas 1.2, 1.3 of the training
record)
Information/Financial Systems
1. Managing and carrying out detailed system analysis of a system and
advising on any of the key weaknesses. (Areas 4.2, 4.4 of the training
record)
2. Project management of financial accounting / management information
systems software / system installation. (Area 4.5 of the training record)
These examples have been taken from the Guide to In-Depth Competency Fields.
Competency Guide and Return
Must submit 3 Behavioural Attribute Forms :
Form 3 (a)
Professionalism and Personal Ethical Standards
- Discuss how you dealt with any ethical issues.
- Discuss how you improved the quality and reliability of your work.
- Discuss how you adhered to objectivity and confidentially in your
work.
Form 3 (b)
Sensitivity to Business Needs
- Discuss how you communicated with your colleagues and clients.
- Discuss how you took into account other non-financial issues which
may impact on your organisation.
- Discuss how you dealt with and adapted to any changes in your
organisation.
Competency Guide and Return
Form 3 (c)
Interpersonal Effectiveness
- Discuss how you communicated relevant information to
colleagues and clients.
- Discuss how you used your inter personal and
communication skills to demonstrate negotiation and
leadership.
- Discuss any short term or long term goals or
achievements during this period.
Competency Guide and Return
Form 3 (a) – Professionalism and Personal Ethical Standards
Written in first
person
Example
“ I work to tight
deadlines,
while producing
reliable
information
which I keep
confidential at
all times.“
Note : Discuss
in further
detail
Competency Guide & Return
Checklist
Page 1 : Signed off by student and supervisor who is a
qualified accountant.
Page 4 : Annual Training Summary completed.
Page 5 – 8 : Submit 4 Records of In-Depth
Competence statements across 2 areas only.
Page 9 – 11 : Submit 3 Behavioural Attribute
statements.
References
• Require 2 written references on company headed paper.
• One reference must be from a qualified accountant (CPA, ACCA,
CIMA, ACA etc)
• Typically, the reference from the qualified accountant will be the
person who has signed off your training records and competency
guide and return.
• The second reference can be from another line manager or another
qualified accountant if applicable.
• Both references can be from the same organisation if you have been
working in the same organisation for a number of years. Otherwise
you may use a previous employer to provide the second reference.
References
• The referee specifically recommends you for membership of CPA – “I
have no hesitation in recommending {Insert Name} for Admission to
Membership of CPA”.
• The referee states that you are of the level expected of a Newly
Qualified Accountant.
• The referee states that you are competent provides a number of
areas that you are competent in.
(e.g {Insert Name} is competent in the preparation of final
accounts.)
• The referee states that you behave ethical and professional at all
times.
Application to Membership Checklist
Enclose a completed Application Form
Enclose Certificate of Practical IT Competence or ECDL
Enclose 3 years Training Records
Enclose 1 Competency Guide & Return
Enclose 2 References
Enclose payment of fees for €727
Return your student card
Enclose Conferring Invitation Form
Students should note that, following admission to membership, that they are
required to pay an Annual Member Subscription from 1 January each year.
The above Application to Membership fee does not include the Annual
Member Subscription for 2012, which, for members, falls due in January
2012. The Annual Member Subscription for 2011 is €544.)
Key Dates
• Tuesday 2 August 2011
Completed Professional 2 examinations in April 2011
and previous years.
• Tuesday 4 November 2011
Completed Professional 2 examinations in August
2011
• Saturday 10 December 2011
CPA Conferring Ceremony
Late applications will incur an administrative fee of an
additional €150. There is no guarantee that any late
application will be reviewed and processed.
Conferring Ceremony
The Conferring Ceremony will take place on Saturday 10 December
in The Helix, DCU, Collins Avenue, Glasnevin, Dublin 9.
The Newly Qualified Seminar will take place on the morning of the
Conferring Ceremony.
Students who:
• Satisfy the entry requirements for admission to membership,
• Who fully comply with the Application to Membership Process, and
• Pay the appropriate fees,
will receive written confirmation of their approval for admission to
membership and a formal invitation to the Newly Qualified Seminar and
Conferring Ceremony in mid November 2011.
Contact Details
Cliodhna Kenny
01 4251022
ckenny@cpaireland.ie
www.cpaireland.ie.
Related docs
Other docs by 9USYP82I
In the District s companion motion for summary adjudication of indemnity rights
Views: 2 | Downloads: 0
