CA Practical Experience Requirements

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Supervision Requirements4.2.4 Training Principals are senior members of the CA Training Office’s managementteam, with sufficient seniority within the organization or unit of the organizationto ensure implementation of and adherence to the profession’s practical experiencerequirements, to influence the development of CA Students, and to ensure theuniqueness of the CA Training Office’s CA Training Program. In a CA firm, theTraining Principal would be a CA with partner-level authority (e.g. a partner, associatepartner, principal, or any other type of non-equity partner).4.2.5 The Training Principal must be aware of the rules governing education and trainingin their organization.4.2.6 The Training Principal must have a working knowledge of the CA profession’s PracticalExperience Requirements and Rules of Professional Conduct, and be able to apply theadvice they contain.4.2.7 The Training Principal is responsible for:• Overall responsibility for the CA Training Office’s CA Training Program, developedspecifically for CA Students;• Ensuring the CA Training Office’s program provides for the monitoring and managingof CA Students in the development of the Pervasive Qualities and Skills andthe Specific Competencies of the CA;• Ensuring the CA Training Office’s program is designed to help CA Students tounderstand the profession and the roles and responsibilities of members to maintainand enhance the profession;• Liaising with the Counselling Member to determine whether:––the CA Student’s progress has been discussed with him/her at least semi-annually;and––the CA Student is meeting the progression expectations in the CA TrainingOffice’s CA Training Program;• Providing the Provincial Institute/Ordre/Region with a Certification Signoff forany student who completes their experience requirements or who departs from theCA Training Office during his/her training period; this signoff should include theCA Student’s progress to time of departure in accordance with the requirements ofSection 5.2.1.1; and• Ensuring the CA Training office develops and maintains adequate records of practicalexperience which are accessible to the profession for review (See Section 5.4).20
4.3 The Counselling Member4.3.1 The Counselling Member is responsible for mentoring the CA Student in their progresstowards becoming a Chartered Accountant, for modelling the values of the CA Profession,and for ensuring that the CA Student participates fully in the opportunities availablethrough the CA Training Office’s CA Training Program. Counselling Membersliaise with the Training Principal concerning the CA Training Office’s CA program,and the progress of the individual CA Students for whom they are responsible. The CAassuming this role must be employed by the CA Training Office.4.3.2 The Counselling Member is a CA in good standing with a Provincial Institute/Ordre.4.3.3 The Counselling Member is normally resident in the same office or location as theCA Student.4.3.4 The Counselling Member is in a position in the CA Training Office to exert directinfluence and provide input on the work assignments of the CA Student.4.3.5 The Counselling Member is competent at performance reviews and assessing CAStudents.4.3.6 The Counselling Member has a working knowledge of the profession’s PracticalExperience Requirements, the Record of CA Qualifying Experience, and the Rules ofProfessional Conduct and must be able to apply the advice they contain.4.3.7 The Counselling Member provides oversight and guidance to CA Students on theirprogress towards becoming Chartered Accountants. Specifically, it is the CounsellingMember’s role to:• Discuss with the CA Student the specific competency areas in which the studentwill be developing Depth and Breadth;• Liaise with the CA Student’s Line Managers (including Line Managers duringsecondment assignments) to obtain an overall understanding of the CA Student’sdevelopment;• Monitor that the CA Student’s practical experience meets the CA Training Office’sApproved CA Training Program;• Regularly review with each CA Student his or her assignments and tasks and hisor her key learning experiences as they relate to the development of entry-level CAcompetencies in the CA Training Program;CA Practical Experience Requirements 2009 21
Page 1 and 2: CA Practical ExperienceRequirements
Page 3 and 4: CA Practical ExperienceRequirements
Page 5 and 6: ContentsCA Qualification and the Pr
Page 7 and 8: CA Qualification and the Practice o
Page 9 and 10: 1 The CA Qualification Process1.1 O
Page 11 and 12: 1.3 The objectives of practical exp
Page 13 and 14: 2 The CA Training Office2.1 Overvie
Page 15 and 16: 2.4.2 Qualities of the working envi
Page 17 and 18: 3 Qualifying Practical Experience3.
Page 19 and 20: 3.4 The level of proficiency expect
Page 21 and 22: CA Students seeking to practise Pub
Page 23: 3.10 Practical experience on second
Page 28 and 29: Supervision Requirements• Conduct
Page 30 and 31: Supervision Requirements4.9 Limits
Page 32 and 33: Reporting to the Profession5.2.1 CA
Page 34 and 35: Reporting to the Profession5.5 Samp
Page 37 and 38: Appendix 1The information in this a
Page 39 and 40: 2. Assurance Competencies• Analyz
Page 41 and 42: Appendix 2Record of CA Qualifying E
Page 43 and 44: Assurance Competencies Level 0 Leve
Page 45 and 46: B. Pervasive Qualities and SkillsTh
Page 47: The Canadian Institute of Chartered

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