SAICA-TO-CIMAMEMBERSHIP PATHWAY AGREEMENT (MPA)COURSE PACK 2017/2018

Get The Best Of Both Worlds!

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CA

(SA

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IMA

| Te

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FO

Are You CA(SA)?

Become ACMA/CGMA/CIMA Qualified Too!

Pub

lishe

d: 3

Aug

ust

2017

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Message from an SA Top Dual Designation FD/Group CFO ( Deon Fredericks CA(SA) ; CGMA )

Am I Eligible?

CA(SA) + 3-9 (or 10 +) Years of Experience = 14 (or 15) CIMA Exemptions

Word of Advice from CEO of The CharterQuest Institute

Study Options | Fees & Payment Terms

Timetable (Semester 3, 2017): Weekends ONLY!

Timetable (Semester 1, 2018): Evenings and Weekends

Sandton Campus

Email: enquiries@charterquest.co.za

www.charterquest.co.za

Sandton CampusCharterQuest House, Metropolitan Park

374 Rivonia Boulevard, Rivonia -SANDTON, South Africa

Tel: +27 (0) 11 234 9223 | 38 or 086 113 1137

Content1

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Message from an SA Top Dual Designation FD/Group CFO ( Deon Fredericks CA(SA) ; CGMA )

Am I Eligible?

CA(SA) + 3-9 (or 10 +) Years of Experience = 14 (or 15) CIMA Exemptions

Word of Advice from CEO of The CharterQuest Institute

Study Options | Fees & Payment Terms

Timetable (Semester 3, 2017): Weekends ONLY!

Timetable (Semester 1, 2018): Evenings and Weekends

Sandton Campus

Email: enquiries@charterquest.co.za

www.charterquest.co.za

Sandton CampusCharterQuest House, Metropolitan Park

374 Rivonia Boulevard, Rivonia -SANDTON, South Africa

Tel: +27 (0) 11 234 9223 | 38 or 086 113 1137

1E & OE

“...In South Africa, you are expected to be CA(SA) especially to get to FD or CFO position... CIMA [-on the other hand-] is very focused on management accounting and the day-to-day operations, how to manage your costs and how you strategically put the whole business together. The CA(SA) is very much on the financial reporting side, it will address tax for example -and auditing, so it has a lot to do with yourcontrol environment; it gives you some insight in terms of business but ultimately, it’s good to have both because they overlap whilst addressing each other’s weaknesses.”

The Future CFO Magazine | June Edition 2017

http://thefuturecfo.charterquest.co.za

Deon Fredericks CA(SA) ; CGMA (CIMA)Finance Director/Group CFO of Telkom

Message from an SA Top Dual Designation FD/Group CFO

Am I Eligible?

i am now cgma ; CA(sa)

So W

hat ?

Wha

t Now

?Ye

ars o

f Exp

erie

nce?

How

? BOOK & ATTEND THE CHARTERQUEST CIMA E3 & STRATEGIC CASE STUDY COURSETurn to page 4 for further guidance and page 6 & 7 for Timetable

Yes! I made it!

Yes! I Ama CA(SA)

2E & OE

Are you CA(SA) ?

CA(SA)+ 0-2 Years

Sorry, you are not yet

eligible!Follow path to the

le� and down.

CA(SA) and 10+ Years

Route/Op�on 1A:

I will be exempted from 15 CIMA modules; I will have to pay the CIMA

registra�on fee, membership applica�on fee (TOC to ACMA), the exam fee for this special

route, and a once-off SAICA route applica�on

Route/Op�on 1B:

I will be exempted from 15 CIMA modules; I will have to pay the CIMA

registra�on fee, membership applica�on

fee (TOC to ACMA), tui�on and books, the exam fee

for this special route, and a once-off SAICA route

I must now pass ONLY the CIMA Strategic Case Study exams.

CA(SA)+3-9 Years

Route/Op�on 2A:

I will be exempted from 14 CIMA modules; I will have to pay the CIMA

registra�on fee, the exam fee for this special route,

and a once-off SAICA route applica�on fee.

Route/Op�on 2B:

I will be exempted from 14 CIMA modules; I will have to pay the CIMA

registra�on fee, the exam fee for this special route,

tui�on & books, and a once-off SAICA route

applica�on fee.

I must now pass the CIMA E3 Objec�ve Test

(OT) exam and the CIMA Strategic Case

Study exams.

To prove your eligibility, first compile the following:1. Your detailed CV2. Your SAICA membership cer�ficate3. Decide which route you wish to take (1A, 1B, 2A, 2B)4. If you are a current or former student of CIMA, you must include your contact ID (please note that you will not be exempted from a subject that you’ve previously failed.5. Submit/Apply/Address queries to sara.bux@aicpa-cima.com6. Allow 2-4 weeks to receive a response 7. If all is approved, please register/re-register online with CIMA (you may have to pay GBP77 and an annual subscrip�on fee)8. Your exemp�ons will be awarded within 7-14 days of your account being ac�vated, and the remaining package fee will be charged to your “MY CIMA” account (less fees for registra�on, tui�on and books- which only apply if you chose op�on 1B and 2B; to study with CharterQuest, you will have to have chosen 1A and 2A

CQ RECOMMENDED

Although you have 4 routes -depending on your years of experience(routes 1A, 1B, 2A or 2B) -to apply to CIMA, to guarantee you will study for your E3, P3 and/or F3 Strategic Case Study exams through CharterQuest, you will at the �me of registering with CIMA, need to select the CQ recommended routes: 1A or 2A.

Am I Eligible?

i am now cgma ; CA(sa)

So W

hat ?

Wha

t Now

?Ye

ars o

f Exp

erie

nce?

How

? BOOK & ATTEND THE CHARTERQUEST CIMA E3 & STRATEGIC CASE STUDY COURSETurn to page 4 for further guidance and page 6 & 7 for Timetable

Yes! I made it!

Yes! I Ama CA(SA)

2E & OE

Are you CA(SA) ?

CA(SA)+ 0-2 Years

Sorry, you are not yet

eligible!Follow path to the

le� and down.

CA(SA) and 10+ Years

Route/Op�on 1A:

I will be exempted from 15 CIMA modules; I will have to pay the CIMA

registra�on fee, membership applica�on fee (TOC to ACMA), the exam fee for this special

route, and a once-off SAICA route applica�on

Route/Op�on 1B:

I will be exempted from 15 CIMA modules; I will have to pay the CIMA

registra�on fee, membership applica�on

fee (TOC to ACMA), tui�on and books, the exam fee

for this special route, and a once-off SAICA route

I must now pass ONLY the CIMA Strategic Case Study exams.

CA(SA)+3-9 Years

Route/Op�on 2A:

I will be exempted from 14 CIMA modules; I will have to pay the CIMA

registra�on fee, the exam fee for this special route,

and a once-off SAICA route applica�on fee.

Route/Op�on 2B:

I will be exempted from 14 CIMA modules; I will have to pay the CIMA

registra�on fee, the exam fee for this special route,

tui�on & books, and a once-off SAICA route

applica�on fee.

I must now pass the CIMA E3 Objec�ve Test

(OT) exam and the CIMA Strategic Case

Study exams.

To prove your eligibility, first compile the following:1. Your detailed CV2. Your SAICA membership cer�ficate3. Decide which route you wish to take (1A, 1B, 2A, 2B)4. If you are a current or former student of CIMA, you must include your contact ID (please note that you will not be exempted from a subject that you’ve previously failed.5. Submit/Apply/Address queries to sara.bux@aicpa-cima.com6. Allow 2-4 weeks to receive a response 7. If all is approved, please register/re-register online with CIMA (you may have to pay GBP77 and an annual subscrip�on fee)8. Your exemp�ons will be awarded within 7-14 days of your account being ac�vated, and the remaining package fee will be charged to your “MY CIMA” account (less fees for registra�on, tui�on and books- which only apply if you chose op�on 1B and 2B; to study with CharterQuest, you will have to have chosen 1A and 2A

CQ RECOMMENDED

Although you have 4 routes -depending on your years of experience(routes 1A, 1B, 2A or 2B) -to apply to CIMA, to guarantee you will study for your E3, P3 and/or F3 Strategic Case Study exams through CharterQuest, you will at the �me of registering with CIMA, need to select the CQ recommended routes: 1A or 2A.

3E & OE

CA(SA) 14 (or 15) CIMA EXEMPTIONS

3-9 (or 10+) YEARS OF EXPERIENCE = +

1

2 3 4

5 6 7

9

8

10 11

12

131415 P

16P

14 CIMA EXEMPTIONS

1X to 14X

CA(SA) + 3-9 YEARS OF EXPERIENCE

2 PASS REQUIREMENTS

15XP and 16P

15 CIMA EXEMPTIONS

1X to 14x and15XP

CA(SA) + 10+ YEARS OF EXPERIENCE

1 PASS REQUIREMENT

16P

or

Word of Advice from CEO of The CharterQuest Institute

4E & OE

OUR CA(SA)-TO-CGMA(E3 + STRATEGIC CASE STUDY)

PREPARATION COURSE

“As a CA(SA), although in terms of the SAICA-CIMA Membership Pathway Agreement (MPA), you are exempted from all the CIMA modules except for E3 and/or the Strategic

Case Study, passing the Strategic Case Study Exams requires an up-to-date and very detailed application of the 3 CIMA strategic level modules:

D. Valentine Nti

1. CIMA E3 - Strategic Management;2. CIMA P3 - Risk Management; and3. CIMA F3 - Financial Strategy.

Do not make the mistake of thinking you covered these in your CTA or CA(SA) Board 1 and/or II; or to assume because you

have practiced in these areas, you will not need to enrol for the course. CIMA takes a very dynamic, and radically different

approach to examining these modules –so we want to prepare you to get it right and pass 1st time. We therefore, strongly

recommend that you enrol with us for the 3 modules above, and undergo a full 3 months part time course (evenings and/or

weekends); in order to master each module before joining our Strategic Case Study Exams Course. The Strategic Case Study

course itself is intensive, assumes full mastery of the CIMA E3/P3 and F3 modules, and shifts from individual application of

each to the integrated application as approached in the actual CIMA Strategic (Integrated) Case Study Exams.”

Word of Advice from CEO of The CharterQuest Institute

4E & OE

OUR CA(SA)-TO-CGMA(E3 + STRATEGIC CASE STUDY)

PREPARATION COURSE

“As a CA(SA), although in terms of the SAICA-CIMA Membership Pathway Agreement (MPA), you are exempted from all the CIMA modules except for E3 and/or the Strategic

Case Study, passing the Strategic Case Study Exams requires an up-to-date and very detailed application of the 3 CIMA strategic level modules:

D. Valentine Nti

1. CIMA E3 - Strategic Management;2. CIMA P3 - Risk Management; and3. CIMA F3 - Financial Strategy.

Do not make the mistake of thinking you covered these in your CTA or CA(SA) Board 1 and/or II; or to assume because you

have practiced in these areas, you will not need to enrol for the course. CIMA takes a very dynamic, and radically different

approach to examining these modules –so we want to prepare you to get it right and pass 1st time. We therefore, strongly

recommend that you enrol with us for the 3 modules above, and undergo a full 3 months part time course (evenings and/or

weekends); in order to master each module before joining our Strategic Case Study Exams Course. The Strategic Case Study

course itself is intensive, assumes full mastery of the CIMA E3/P3 and F3 modules, and shifts from individual application of

each to the integrated application as approached in the actual CIMA Strategic (Integrated) Case Study Exams.”

Fees & Payment Terms

See next page for detailed Exams Timetables

TEPP (E or W)

TEPP (E or W)

TEPP (E or W)

TEPP: W (SCS)

TEPP (E or W) Combo 1

E3: Strategic Management

P3: Risk Management

F3: Financial Strategy

CIMA Strategic Case Study

SCS Refresher Package (E3,P3,F3 + SCS)

R5,290

R5,290

R5,290

R6,250

R19,695

*The above fees are for the full tuition and exam preparation/revision per module as well as ALL the requiredstudy materials (Prescribed Kaplan texts, Q&A Practice Kits, Course Notes and Mock Exams) but excludes exam and registration fees due to the Professional Body. The SCS Refresher Package is a Combo (combined & discounted) package available to self-sponsored students who wish to recap on the P3 and F3 (and/or E3 material before writing the Strategic Case Study Exam). Company sponsored students will bene�t from this same value but will have to select the �rst 4 courses (E3, P3, F3 & CIMA Strategic Case Study) during enrolment.

CIMA (E3 + STRATEGIC CASE STUDY) COURSE

5E & OE

Study Options

As stated before, although you are exempted from all the CIMA modules except for E3 and/or the Strategic Case Study, passing the Strategic Case Study Exams requires an up-to-date and very detailed application of the 3 CIMA strategic level modules ( E3, P3,F3). To assist you cover the full material in preparation for your CIMA E3 and/or Strategic Case Study exams, we recommend you choose any of our Tuition and Exam Preparation (TEPP) Study Packages as below:

First, consult our Timetables on page 6 & 7 and join our CIMA E3, P3 & F3 classes by selecting your preferred package:

TEPP E: Evenings (18:00 - 21:00); or TEPP W: Weekends (08:00 - 11:00; 11:15- 14:15; & 14:30 - 17:30)

Then, take your CIMA E3 exam (if applicable) or join our CIMA Strategic Case Study Course (TEPP-W (SCS)). All our TEPP packages come with the following bene�ts:

6-18 hours of Exam Preparation/Revision timeKaplan Study Text and Course Notes;Kaplan Workbook/Exam Bank (OT Practice/Revision Kit); and2 Progress Mocks/Tests + 1 Final Mock -all marked with review feedback.

(structured over four to �ve 3 hour sessions);

STUDY PACKAGES COURSE NAME FEES per Module* (Add 14% VAT)

(Self-sponsored students ONLY)

18 - 21 hours of tuition contact time (structured over six to nine 3 hour sessions);

See page 4 or advice on module selection

PAYMENT TERMS:•Pay ONLY a minimum of 20% per course together with a 1 – 6 months signed debit order mandate for the balance. This will secureimmediate access to class as well as your study materials. Click icon below to Enrol or Get A Free Quote.

All prescribedmaterials are

included.

ENROL TODAY!

Timetable: Weekends ONLYFor Semester 3 (2017), November 2017 and February 2018 CIMA Case Study Exam windows

6E & OE

STRATEGIC LEVEL TIME TABLE (E3, P3 & F3) SEMESTER 3, 2017

Timetable: Weekends ONLYFor Semester 3 (2017), November 2017 and February 2018 CIMA Case Study Exam windows

6E & OE

STRATEGIC LEVEL TIME TABLE (E3, P3 & F3) SEMESTER 3, 2017

E3 TP TP TP TP TEST 1 TP TP TP TEST 2 EXPP MOCK EXPPTEPP-E M 5-Feb 12-Feb 19-Feb 26-Feb 5-Mar 12-Mar 19-Mar 26-Mar 9-Apr 16-Apr 23-Apr 30-AprTEPP-W ST 3-Feb 10-Feb 17-Feb 24-Feb 3-Mar 10-Mar 17-Mar 24-Mar 7-Apr 14-Apr 21-Apr 28-Apr

WEEK 1 2 3 4 5 6 7 8 9 10 11 12

P3 TP TP TP TP TEST 1 TP TP TP TEST 2 EXPP MOCK EXPPTEPP-E TH 8-Feb 15-Feb 22-Feb 1-Mar 8-Mar 15-Mar 22-Mar 29-Mar 12-Apr 19-Apr 26-Apr 3-MayTEPP-W ST 3-Feb 10-Feb 17-Feb 24-Feb 3-Mar 10-Mar 17-Mar 24-Mar 7-Apr 14-Apr 21-Apr 28-Apr

WEEK 1 2 3 4 5 6 7 8 9 10 11 12

F3 TP TP TP TP TEST 1 TP TP TP TEST 2 EXPP MOCK EXPPTEPP-E T 6-Feb 13-Feb 20-Feb 27-Feb 6-Mar 13-Mar 20-Mar 27-Mar 10-Apr 17-Apr 24-Apr 1-MayTEPP-W ST 3-Feb 10-Feb 17-Feb 24-Feb 3-Mar 10-Mar 17-Mar 24-Mar 7-Apr 14-Apr 21-Apr 28-Apr

WEEK 1 2 3 4 5 6 7 8 9 10 11 12

Study Op�onTEPP-W RPCG TP TP EXPP EXPP MOCK TEFR

ST ST ST ST ST ST F

13-Jan 20-Jan 21-Jan 27-Jan 3-Feb 10-Feb 16-Feb

ST F S ST S ST F

14-Apr 20-Apr 22-Apr 28-Apr 6-May 12-May 18-May

EASTER

BREAK

EASTER

BREAK

EASTER

BREAK

February

May

Timetable: Evenings & WeekendsFor Semester 1 (2018) and May 2018 CIMA Case Study Exam windows

SANDTON CAMPUS : 2018 STRATEGIC LEVEL TIME TABLE SEMESTER 1

7E & OE

Note: At the time of compiling this document, CIMA had not yet released all the o�cial Case Study exam dates for 2018. Once these dates become available, this brochure will be updated to incorporate our timetables for 2018 semester 2 & 3 respectively.

CHARTERQUEST HOUSEMetropolitan Park

374 Rivonia Boulevard,Rivonia, SANDTON

Tel: +27 (0) 11 234 9223 / 38 ENQUIRIES@CHARTERQUEST.CO.ZA

WWW.CHARTERQUEST.CO.ZA

WITH • ACCA • CIMA • CFA • SAICA • ACT • IIA• UNISA

The Association of Chartered Certified Accountants The Chartered Institute of Managaement AccountantsThe Chartered Financial Analyst Institute The South African Institute of Chartered AccountantsThe Association of Corporate TreasurersThe Institute of Internal AuditorsUniversity of South Africa

BECOME YOUR VISION:A “DOUBLE” CHARTERED PROFESSIONAL

MAKE THE 2nd CHARTER MOVE