SAICA AND AAT(SA) PUBLIC SECTOR SKILLS ......CA(SA) CFO level NQF 5/6 NT/LGSeta Municipal Finance...
Transcript of SAICA AND AAT(SA) PUBLIC SECTOR SKILLS ......CA(SA) CFO level NQF 5/6 NT/LGSeta Municipal Finance...
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SAICA AND AAT(SA)
PUBLIC SECTOR
SKILLS DEVELOPMENT
SUPPORT
Natalie Zimmelman
23 August 2013
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BACKGROUND
• Pressure from Accountant-General and Auditor-General to
assist in public sector
• Gauteng DLG, together with DBSA, working on “Operation
Clean Audit”
• Collaboration between AAT and SAICA to develop and pilot the
Local Government Accounting Certificate (NQF3) in 2007/2008
• Commitment of SAICA and AAT to continue development of
Accounting Technicians NQF 3 to NQF 5 - launch AAT (SA) –
21 October 2008
• Delivery of Local Government Qualifications to over 4 000
people nationally
• National Treasury Approach in 2012
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SKILLS SHORTAGE
• Independent research survey into shortage of
financial skills
• 739 organisations interviewed
• 22 030 (approximately) accountants short across
different levels
• 16 642 vacancies at NQF levels 3 to 6 in both
financial and non-financial services sectors
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OVERALL OBJECTIVE
• Create an holistic financial skills programme across all levels which:
• Enhances the financial skills of the current public
sector finance staff at all levels;
• Addresses the financial skills shortage through the
provision of learnerships for unemployed
matriculants and graduates, hence increasing the
pool of trained finance staff.
• Provides for sustainability through potential
provider accreditation
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SKILL LEVELS
NQF 7
CA(SA)
CFO level
NQF 5/6
NT/LGSeta
Municipal Finance Management Programme
NQF 3, 4 & 5
Financial Accountant and Clerical levels
Currently addressed by the
SAICA training programme
at National Treasury
Currently supported by
the SAICA Deloitte
Municipal Finance
Manager Training
Programme
Currently
addressed
by the AAT (SA)
programmes
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ADDITIONAL SUPPORT
• SAICA Public Sector Committees
• Public Sector Audit Committee Forum (SAICA one of the founding members)
• SAICA Municipal Specific CPD programmes
• SAICA Councilor Training
• Professionalisation of Local Government
• AAT(SA) Professional Ethics Programme
• FET College Accreditation to offer AAT(SA) Local Government Qualifications
• SALGA MOUs (AAT(SA) and SAICA) to drive initiatives
AAT(SA) Qualifications
Business Stream
Certificate: Accounting
(NQF 5)
FET Certificate: Accounting Technician
(NQF 4)
Certificate: Accounting Technician
(NQF 3)
Local Government
Stream
LG “Diploma” in Accounting –
November 2014
FETC: Accounting Technician LG
Certificate: Accounting
Technician LG
Public Sector Stream
Public Sector “Diploma” - 2016
Public Sector Advanced Certificate
Public Sector Certificate
Qualification Outcomes
Certificate: Accounting Technician Local Government: this certificate develops skills in double entry bookkeeping and gives an understanding
of management and administrative process.
FET Certificate: Accounting Technician Local Government: introduces complex accounting tasks including preparation of final accounts,
maintaining cost accounting records and preparing reports and returns.
Local Government “Diploma” – to be developed: (Mandatory Units & two electives) Will focus on the areas of accounting most relevant to your needs including audit
preparedness, financial statements and financial ratios.
Benefits of
Qualifications Recognition - qualification
• Registered with SAQA
• Registered learnerships (tax and Seta benefits)
• Internationally recognised
Quality assurance
• Accredited providers
• Externally set examinations
• Support of AAT and SAICA
Staff benefits
• Competent staff
• Professional and proud staff
How does it work? • Classes of between 20 and 25
• Classes at departmental offices
• LGAC – 18 days facilitation, plus
revision and assessment over 12
months
• LGAAC – 40 days plus revision and
assessment over 24 months
• Timetable agreed with municipality
• Accredited training providers appointed by
AAT(SA) OR Municipality
• Timetable can be shortened at employer
discretion
Professional Membership
Membership = Academic knowledge + Practical
competence
1. Qualification 2. Workplace
experience
AAT Qualifications Recognition of
Prior Learning
Membership Levels When you register with AAT(SA), you belong to a professional body. AAT(SA) offers membership status for every
step of your accounting journey. Once you have completed a level, you will gain recognition, support and benefits
from one of five membership levels below.
This table describes the different AAT(SA) membership levels and the skills set you will gain from each level.
You can progress through the membership levels when you further your qualification and work experience.
Membership Levels When you register with AAT(SA), you belong to a professional body. AAT(SA) offers membership status for every
step of your accounting journey. Once you have completed a level, you will gain recognition, support and benefits
from one of five membership levels below.
This table describes the different AAT(SA) membership levels and the skills set you will gain from each level.
You can progress through the membership levels when you further your qualification and work experience.
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THUTHUKA DELOITTE MUNICIPAL FINANCE
MANAGEMENT TRAINING PROJECT
• Objective of supporting municipalities in achieving
minimum standards of competence, as required by
the regulations
• Funding granted by National Skills Fund of R72m
• Guided by National Treasury Municipal Finance
Capacity Building Unit
• National Roll-out includes National Treasury Interns
• 1 210 learners (160 unemployed graduates; 550
Interns and 500 Municipal Officials
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THUTHUKA DELOITTE MUNICIPAL FINANCE
MANAGEMENT TRAINING PROJECT (cont.)
• 15 Unit Standards of MFMP provided
• Externally provided mentorship and learner support
• Support for municipalities to integrate learning in the
workplace
• Support for the placement of unemployed graduates
• All material provided
• Advocacy and communication
• Funding proposal submitted to the National Skills
Fund in 2013 for a further 1 100 learners (awaiting
response)
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CA(SA) LEVEL
• Grow CAs(SA) specifically for the Public Sector
environment
• Recruit learners specifically from rural areas and in
partnership with potential recruiting public sector
entities
• Add learners to the existing TBF programme
• Training period delivered in partnership with large
firms, National Treasury and Auditor-General
• Trainees deployed to smaller public sector
departments and municipalities (of origin)
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THUTHUKA BURSARY FUND
• Established out of a need to transform CA(SA)
profession
• Based on successful model at UFH and includes:
• Strong academic programme
• Extra Tuition
• Life, study and workplace readiness skills;
• All material needs
• Cohort approach
• Consolidation of industry interests
• Public Private Partnership
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CONCLUSION
• The development of a comprehensive and ongoing
skills development initiative
• Creation of a sustainable long-term stakeholder team
including Municipalities, DBSA, SALGA, LGSeta,
CoGTA and National Treasury for a true Public
Private Partnership
• Skills Development is ALL of our responsibility
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QUESTIONS