secure your future 2013 - ctasa.co.za prospectus 2014.pdf · 03 secure your future in 2014 ... 29...
TRANSCRIPT
2013I n t e r n a t i o n a l l y r e c o g n i s e d | L o c a l l y e s s e n t i a l
ACCRE
DIT
ED
B
USINESS QUAL
IFIC
AT
IONS
Secure your
future
2 | www.icb.org.za
Contents 03 Secure your future in 2014
04 Accredited qualifications
05 The ICB’s four learning programmes
06 Accounting Programme
08 Public Sector Accounting Programme
10 Office Management Programme
12 Financial Management for Entrepreneurs Programme
14 Study options
15 Qualifications vs designations
16 Coursework, exams and assessment
17 What’s a Portfolio of Evidence?
18 Get credit: Recognition of Prior Learning
18 Learnerships
19 Find a job with the ICB
19 ICB bursaries
20 Frequently-asked questions
21 Glossary of terms
22 Introducing professional body membership with the ICBA
23 What the ICB and ICBA do
23 How the ICB and ICBA work for you
24 Where to study
28 The process going forward
29 ICB fees
29 Policies and procedures31
29 Online resources
30 2014 assessment timetables
You can trust that we know what’s what in this
industry. We’re here to improve and maintain
the quality of bookkeeping, accounting, office
administration and financial management
training and qualifications in southern Africa.
We also work hard to build the credibility and
reputation of these fields.
The ICB is a Quality Assurance Partner
of FASSET. We are an external assessment
(examining) body for many of the business
qualifications that FASSET awards.
Introducing the ICB
We’ve been around since 1931.
If you’re looking for all these, you’ve come to the right place. Here’s your
chance to study towards a career that’ll give you stability, stimulation
and growth. A career that could see you being in high demand in
every industry – even during economic cycles when just staying employed
is achievement enough for some. Who says you can’t have it all?
Interesting work.Clear career progression. And great employability.
+
Financial qualifications are no longer ‘just for university
graduates’. Times – and tuition – have changed. Financial
literacy is a scarce skill – and if you have it, it can open
doors for you in almost every sector of the economy.
So whether you’ve just left school or are already working, you can study towards an internationally
recognised ICB qualification and become a financial
accountant in the private or public sectors; an office
manager; or learn how to manage the finances
of a small business.
With the ICB, qualifications build on each other and you’ll
be surprised how quickly you can start achieving them.
Secure your future in 2014
+
+
learner assessments are assessed
every year
40 000
accredited tuition sites where you can study Icb
courses
500
years of quality, education and
professionalism
83
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ICB qualifications are registered on South Africa’s National
Qualifications Framework (NQF) and the Zambian Vocational
Qualifications Framework. Our graduates are recognised by:
• The Institute of Certified Bookkeepers and Accountants.
• The International Association of Bookkeepers.
• The International Association of Accounting Professionals.
• The Southern African Institute for Business Accountants.
Once you have achieved our NQF Level 6 qualification and
have met their work experience criteria, you can apply
to SAIBA for registration as an Accounting Officer for Close
Corporations.
• The South African Institute of Tax Practitioners. Once you
have achieved our NQF level 5 qualification, you can apply to
SAIT for registration as a Tax Practitioner.
• The Association of Chartered Certified Accountants. Our NQF
Level 6 Accounting Programme graduates can study further
through the ACCA to become chartered certified accountants.
• Chartered Secretaries Southern Africa.
• …and the Chartered Institute of Management Accountants.
Accredited
qualificationsRecognised locally and worldwide
SOUTHERN AFRICAN
INSTITUTE FOR BUSINESS ACCOUNTANTS
Given under the seal of The Institute of Certified Bookkeepers Limited
PO Box 2237, Cape Town, 8000
This is to certify that
Quality Assurance Manager
Chief Executive
Anna Williams
7301234567890
Has been awarded the
Senior Bookkeeper
On 27 January 2013
ICB ref no: 98765
Valid until: 31 December 2013
Date of issue: 10 February 2013
QualificationFour programmes
Which will you choose?
Pgs 8-9Start here
Pgs 12-13Start here
Pgs 10-11Start here
Pgs 6-7Start here
Financial Accountant
AccountingProgramme
Public SectorAccountingProgramme
Technical Financial Accountant
Junior Bookkeeper
Public Accounts
Administrator
Senior Bookkeeper
Technical Public Accountant
Want to be able to offer indispensable bookkeeping
and accounting skills, or become a certified accountant someday?
If you want to work in finance and administration
in government or municipalities, this is the
course to study.
Financial Management
for EntrepreneursProgramme
Small Business Financial Manager
Just the ticket if you want to learn about finances and
how these can contribute to a small business’s stability and success. Or if you want
to learn how to manage your own business’s finances
without studying a formal accounting qualification.
Perfect for those of you who want to learn a little bookkeeping, and a lot of
all-round office knowledge.
Office ManagementProgramme
Office Manager
Senior Office Administrator
Junior Office Administrator
4
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Consider the ICB’s Accounting Programme
Start here
Accounting Programme
Financial Accountant
Technical Financial Accountant
National Diploma: Technical Financial Accounting NQF L5 (SAQA ID: 36213)
National Diploma: Financial Accounting NQF L6 (SAQA ID: 20366)
1
Junior Bookkeeper
Senior Bookkeeper Further Education and Training Certificate:
Bookkeeping NQF L4 (SAQA ID: 58376)
National Certificate: Bookkeeping NQF L3 (SAQA ID: 58375)
This programme’s 12 learning areas (subjects) let you qualify at successive levels of bookkeeping and accounting as you progress. Complete the first four subjects to become a Junior Bookkeeper and then work your way up through other levels to the ultimate qualification of Financial Accountant.
If you’re keen you can choose to do the following:
• Obtain a designation (letters after your name) through the ICBA.
• Become a certified accountant by taking some additional courses through the ACCA.
• Switch from financial accounting to management accounting through CIMA.
• Specialise in taxation via a UNISA Higher Diploma.
• Become a tax practitioner through SAIT.
• Become a chartered secretary through CSSA.
• Apply to become an accounting officer through SAIBA.
It’s perfect if you are...aiming to be employed in a finance department.
juggling the finances of a growing company.
running a small business.
considering starting a business of your own someday.
thinking of opening your own bookkeeping practice one day.
known to have a good head for numbers.
www.icb.org.za | 7
Financial Accountant, apply to SAIBA to become an Accounting Officer. Compile annual financial statements; sign off same for close corporations (if you are registered with SAIBA as an Accounting Officer); work closely with a Chartered Accountant and Registered Auditor; have a thorough knowledge of accounting theory and practice, corporate strategy and regulatory frameworks.
• Successful completion of the previous learning areas (1-6) – or be a qualified Senior Bookkeeper.
• Grade 12 (Std 10) or equivalent - with accounting as a subject.
• Successful completion of the previous learning areas (1-8) – or be a qualified Technical Financial Accountant.
• National Diploma: Technical Financial Accounting NQF L5 - or equivalent.
Business Law and Accounting Control
Income Tax Returns
8
7
Accounting Theory and Practice* *By dissertation
Financial Reporting and Regulatory Frameworks
Management Accounting Control Systems
Corporate Strategy
12
11
10
9
Accounting Technician, Tax Technician. Operate with management in an accounting environment; become a SAIT-recognised tax practitioner; know the ins and outs of accounting, taxation, auditing and business law; understand how tax works for individuals and companies.
Learning areas/subjects
What you’ll be able to do
Pre- qualification
Junior Accountant, Assistant Accountant. Perform all monthly and annual bookkeeping; asset disposal; year-end adjustments; analysis of financial statements; understand cash flow; complete basic management accounts; working knowledge of cost accounting, financial management and business ethics.
Business Literacy
Computerised Bookkeeping
Payroll and Monthly SARS Returns
Bookkeeping to Trial Balance
• Grade 10 (Std 8) or equivalent.
• No prior accounting knowledge needed.
• You must be at least 16 years of age.
• Successful completion of the previous learning areas (1-4) – or be a qualified Junior Bookkeeper.
• Grade 11 (Std 9) or equivalent.
4
3
2
1
Cost and Management Accounting
Financial Statements
6
5
Accounts Clerk, Debtors Clerk, Creditors Clerk, Payroll Clerk. Complete monthly bookkeeping to trial balance; reconcile supplier statements, inventory systems and bank statements; calculate PAYE / SDL / UIF remuneration; monthly EMP201 returns and EMP deductions; annual EMP501, IRP5, IRP6 and IT3a documents and VAT returns.
Accounting Officers: Hot commodities! Every close corporation in South Africa has to appoint an Accounting Officer. The Accounting Officer reports on the
company’s financials and ensures that the business is compliant with the relevant financial acts of law. Accounting Officers are in demand, so if you have successfully completed the Financial Accountant qualification, you can apply to SAIBA to become
one. Your ICB qualification is just one of SAIBA’s requirements – check their website for more details (www.saiba.org.za).
Take note:
Technical Financial Accountant
See above
Start here
Easy conversion to the
Accounting Programme
Public Sector Accounting Programme
Public Accounts AdministratorNational Certificate: Public Sector Accounting
NQF L4 (SAQA ID: 20352)
Technical Public AccountantDiploma: Public Sector Accounting
NQF L5 (SAQA ID: 20353)
2
Take note:
“I started with the ICB
in June as I heard great things
about them and their courses.
It has made me
so positive towards my job.
I feel confident and that
NOTHING is impossible!
I feel like my input in my job
has more value. I strongly
recommend ICB courses.
Their course material
is user-friendly and they
cater for YOUR NEEDS!”
Jill
8 | www.icb.org.za
It’s ideal if you are...considering getting a job in the public sector.
already working in government and want to switch to finance.
interested in helping your municipality / local government run smoothly.
keen to serve your community.
known to have a good head for numbers.
This programme consists of eight subjects, but you can get your first qualification (Public Accounts Administrator) after completing just four. Build on these first four subjects with the remaining four and you’ll qualify as a Technical Public Accountant.
Public Sector Accounting graduates can
take their studies further by switching
to the ICB’s Accounting Programme by
completing just one or two extra subjects:
1. Public Accounts Administrators
can become Junior Bookkeepers by completing the Payroll and Monthly SARS Returns course.
2. Technical Public Accountants can become Technical Financial Accountants just by completing the Payroll and Monthly SARS Returns and Income Tax Returns courses.
Check out the Public Sector Accounting Programme
• Grade 11, NQF 3 or equivalent.
• You must be at least 16 years of age.
• No prior accounting knowledge needed.
• National Certificate: Public Sector Accounting, which consists of the previous 4 learning areas.
Business Law and Accounting Control
Technical Public Accounting
Cost and Management Accounting
Financial Statements
8
7
Work as a qualified accounting technician in the public sector. Make a positive contribution to the country by improving public finance management, adding value, efficiency and productivity to government departments.
Administer public accounts. Help improve public sector financial management by adding value, efficiency and productivity to government departments.
4
3
2
1
6
5
Business Literacy
Computerised Bookkeeping
Public Accounting Administration
Bookkeeping to Trial Balance
Learning areas/subjects
What you’ll be able to do
Pre- qualification
Public Accounts Administrator
Technical Public Accountant
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Office Management Programme
Senior Office Administrator
Junior Office Administrator
Higher Certificate: Office Administration NQF L5 (SAQA ID: 23619)
Certificate: Office Administration NQF L5 (SAQA ID: 23618)
Office Manager
Diploma: Office Administration NQF L6 (SAQA ID: 35958)
3
Start here
“ICB has the best
courses and they are willing
to go extra miles for their students
and treat everyone equally. If it is your
first time studying Accounting, believe
you me you will enjoy every moment and
find out it was not bad like you thought
before. It will make you a better
person in years to come.”
Calvin
10 | www.icb.org.za
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Consider the Office Management Programme
• Grade 12 (Std 10) or equivalent – and you must be at least 16 years of age.
• No prior accounting knowledge needed.
Receptionist, Office Assistant, Office Administrator, Public Relations Officer, Marketing Administrator. Understand business communication; basic bookkeeping up to trial balance; use your basic knowledge of cost and management accounting and computing; show proficiency in basic marketing and public relations, business law and administrative practice.
4
32
1
6
5
Cost and Management Accounting
Business Law and Administrative Practice
Marketing Management and Public Relations
Bookkeeping
Business and Office Administration 1
Office Communication
Secretary, General Office Manager, Human Resources Administrator, Labour Relations Administrator. Use your understanding of office management techniques and your thorough knowledge of human resources, labour relations and economics.
• Certificate: Office Administration NQF L5, which consists of the previous 6 learning areas.
Economics
Human Resources Management and Labour Relations
Business and Office Administration 2
8
7
9
• Higher Certificate: Office Administration, which consists of the previous 9 learning areas.
Management
Financial Accounting
Business and Office Administration 3
12
11
10
Senior Office Manager, Public Relations Officer. Use your advanced knowledge of management techniques, financial accounting and reporting skills and office administration techniques.
As you work your way through this programme’s 12 learning areas (subjects), you’ll move up from Junior Office Administrator to Office Manager. This is a great choice if you believe in the huge benefits of running any company in an organised way. The knowledge you gain in each successive qualification builds on the last, allowing you to take on key functions and increased responsibility in your workplace.
It’s for you if you’re...looking to land your first job.
wanting skills that make you employable in any kind of business.
ambitious and want to be top of the list for promotions.
keen to move up into management.
eager to learn the basics of marketing, bookkeeping, human resources and public relations.
Learning areas/subjects
What you’ll be able to do
Pre- qualification
Higher Certificate: Office Administration NQF L5 (SAQA ID: 23619)
Certificate: Office Administration NQF L5 (SAQA ID: 23618)
Financial Management for Entrepreneurs
Programme
Small Business Financial Manager
National Certificate: Small Business Financial Management
NQF L4 (SAQA ID 48736)
4
Bernard
“My ICB course has
definitely taught me that
computers can’t do everything!
Doing the practical work has
taught me so much that I can
use in my job every day. What’s
been rewarding is seeing the
end results and knowing I’ve
accomplished something in life.
The ICB has
given me a great
head start.”
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Learning areas/subjects
What you’ll be able to do
Pre- qualification
Business Literacy
Computerised Bookkeeping
Essential Business Finance
• Grade 11 (Std 9), NQF L3 or an equivalent.
3
2
1
Manage the finances of a small or medium-sized business, using your basic skills in accounting, reporting, finance and costing. Read and understand business financial documentation so that you can ask your bookkeeper the right questions to keep your business on track. Assistant Financial Manager; any managerial role requiring basic financial skills.
Check out the Financial Management for Entrepreneurs ProgrammeThis programme encompasses three learning areas (subjects) that lead you to becoming a Small Business Financial Manager.
Maybe you’ve started a business already, or are planning to soon, to contribute to the economy and create jobs.
Or perhaps your partner runs a business and you’d like to support him or her in it.
If you have entrepreneurial plans but need financial knowledge, the ICB’s Financial Management for Entrepreneurs Programme is perfect for you.
Because if you have a great idea or product to sell, you want to make sure you can do it profitably (and help you achieve that dream home or lifestyle!).
It’s ideal if you’re...a small business owner or opening a small business.
determined to help a small business grow and increase profits.
driven to run your company’s operations economically.
looking to understand how finances influence a small business’s success.
keen to improve your small business’s chances of securing loans and finance.
Study your way
Perhaps you’re a student ready to hit the books – and college – 24/7. Or maybe you’re a working mom with a kid or two, lots
of ambition, but very little time. You might be hoping to qualify in six months – or are
thinking of studying on the side while you hold down a full-time job.
Via the over 500 ICB-accredited tuition providers, you can study in the way that best
suits your needs. If only everything in life was so flexible.
?correspondenceor Classroom via
Full time at a college of your choice. This is the fastest way to get your qualification. Most school leavers opt for this route, because they aren’t yet working or tied down with too many commitments (lucky them!).
Part time at a college of your choice. Study after hours, with 4 hours’ face-to-face time at a college each week. Perhaps you’re already employed, but looking to upskill and increase your job security – or even change jobs. Part time studies can really increase your options.
Video studies are an option at some colleges. Set your own tuition times and watch recorded lectures that you simply pre-book at your college. This is a good option if you can’t always make scheduled, fixed classes.
Correspondence from home. This is the most flexible and affordable route and lets you complete your ICB studies at your own pace, wherever you are. Register with a correspondence college and they’ll send you the relevant tuition material. You’ll normally also have access to the college’s helpline and support structures, so you’re not really going it alone.
ICB
With any of these study
options, you have access to
valuable online tutoring
or telephone support
from your college as well.
WWWonderful!
With any of these study
options, you have access to
valuable online tutoring
or telephone support
from your college.
Call for backup!
to study your ICB courses
ways
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Your ICB qualification is completely separate from professional body membership of the Institute of Certified Bookkeepers and Accountants. Here’s the low-down:
ICBA designations and membershipICB academic qualifications
Qualifications vs Designations
What is it? When you’ve completed a full ICB course and are assessed as ‘competent’, you are awarded an ICB qualification. E.g. Diploma: Office Administration. All our qualifications are registered on the National Qualifications Framework in South Africa.
An ICBA designation is a title that shows your level of academic qualification, work experience AND that you are a current member of this professional body. It is represented by letters placed after your name. E.g. CSBIcba(SA) for a Certified Senior Bookkeeper. You can use these letters only if you are already qualified and are up to date with your relevant ICBA membership fee. Students may join the ICBA and get the benefits of being a member of a professional body – you just won’t have a designation.
How do I get it?
You are awarded a qualification when you have completed all the subjects that make up the course and are assessed as ‘competent’. Assessment fees are often included in college fees; for some other study routes they are charged separately.
Once you have achieved an ICB qualification or similar, you can apply for professional body membership with the ICBA. Some work experience may also be required for membership. You must reapply and pay to renew your membership every year. As you gain new qualifications, you can ask for your membership level to be upgraded.
When do I get it?
You’re only awarded a qualification at the end of your studies, when you are assessed as competent in all the subjects the qualification requires, or through Recognition of Prior Learning.
You can apply for ICBA student membership at any time. Once you have achieved an ICB qualification, or a qualification recognised by the ICBA, you can become a qualified member of the ICBA.
What does it cost?
The cost of a qualification depends on how and where you study, how many subjects you take at a time, and how long you take to complete your course. Ask your college about their tuition fees. You do not need to pay a yearly fee to keep your qualification current.
In 2014, the annual subscription fee for ICBA membership is R500 for all qualified members. Student membership is R430.
What do I get?
You receive a National Certificate or Diploma depending on the qualification. Because you don’t have to pay to keep it current, it can’t be taken away from you.
You receive a membership certificate (valid for a calendar year), and a range of other membership benefits for every year that you are a paid-up member depending on your level of membership. Student members do not have the use of a designation.
What’s the benefit?
A qualification shows that you have a good understanding of particular subject matter. It also shows that you can apply yourself to a course of study. And it makes you more attractive to employers.
Current ICBA membership shows employers and clients that you actively keep your professional knowledge up to date and boosts your credibility.
What happens as I progress in my studies?
As you complete qualifications, you will receive certificates or diplomas. Of course, you can add them to your CV.
Designations change as you complete qualifications – and when you upgrade your ICBA membership to reflect these. For example, a Junior Bookkeeper would likely want to upgrade her ICBA membership and designation from CJBIcba(SA) to CSBIcba(SA) when she successfully completes her Senior Bookkeeper certificate.
Who is responsible?
Your tuition and study materials are provided by the ICB-accredited provider you register with, for either classroom learning or correspondence. The ICB administers all assessments and awards NQF-registered qualifications on behalf of FASSET.
Membership, designations and all member benefits are awarded and administered by the ICBA.
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50%minimum
So how does the ICB make sure you know your stuff?
It’s pretty simple. 30% of your final mark comes from the
activities and evaluations you undertake during your
course. Your Portfolio of Evidence (PoE) is a folder given to you at the start of the course, once you’ve registered for
an assessment with the ICB. You’ll need to put any activities (assignments) given to you as well as the evaluations (tests)
you take during your studies into it. The activities and evaluations are essential, as they fully prepare you for the
final assessment, and also provide evidence of the hard work you’ve done leading up to it.
Your final assessment – a sit-down exam – counts for the remaining 70%. Your PoE is complete when your final exam
paper is added to it at the end of your course. You’ll hand all this in at the exam venue and then an ICB registered
assessor will check it to assess your knowledge.
A passing grade (‘competent’) is 60% for the overall course, and you need to get a minimum of 50% for the final assessment.
If you’re assessed as ‘not yet competent’, you still have the chance to write one (just one) re-assessment, which has a pass mark of 60%. You must do this within 12 months of your original final assessment date. We do recommend that re-assessments are written ASAP, as subject content will change and it’s your responsibility to make sure you are aware of what’s changed. Final assessments are held at ICB-approved assessment centres around southern Africa. You can find a list of the centres on www.icb.org.za. Assessments take place at these centres in February, May, August and November – see the timetables on pages 30-31 for dates. Most colleges hold assessments on-site every month. If you are absent for the re-assessment, you will need to re-register for the entire PoE and start from scratch.
Coursework, exams and assessment
The pass markGreen light
60%Pass mark
See pages 30-31
REMEMBER! you can only be assessed
if you have paid your ICB annual
student registration fee.
Activity 1Activity 2
Activity 3Evaluation 1
Evaluation 2
100%
70%
Summative assessment (final exam)
30%Making the grade
www.icb.org.za | 17
You will be sent a Portfolio of Evidence (PoE) for every ICB subject that you register for an assessment for. It is a folder which contains important documents like the Administration
Book, which tells you how to complete your PoE. It also contains important forms which you must fill in and submit.
It is YOUR responsibility to make sure you have a correct PoE, so ask your college or contact us if you’ve not received any
communication from us within 3-4 weeks of registering for an ICB assessment, or if any personal details on it are incorrect. Start working through your PoE right away – use it to guide
your learning. Read through the Administration Book very carefully and follow the instructions in it.
At the end of your course, ICB assessors will figure out if you know your stuff or not. We do this via a formal exam
(summative assessment) as well as via exercises, assignments and practicals (formative assessments) that you’ve done over the period of your course. All the formative assessment work
must be added to your PoE as you go along. This is proof that
you have done the work and understand the subject material. So keep it in a safe place!
When you go to write your final exam, you must hand in your completed PoE. Both your exam and PoE
are assessed together, to see if you are competent in the subject.
What’s a Portfolio of Evidence?
It’s what your studies revolve around!
IMPORTANT!
Be sure to read the ICB Assessment
Policies & Procedures (see ICB website)
before you complete your PoE.
Be 100% clear on what you need to do.
YOU NEED TO
THE INS
TIT
UTE
OF CERTIFIED
BO
OK
KE
EPERS
0861 000 ICB0861 000 422
www.icb.org.za
[email protected]: 021 659 1301
Physical address: (not for postal enquiries or submissions)Birkdale House 2River ParkLiesbeeck Parkway
Mowbray 7700Cape Town
South Africa
Postal address: PO Box 2237 Cape Town 8000 South Africa
Main number 021 659 1300 [email protected] enquiries 021 659 1310 [email protected]
Student accounts 021 659 1330 [email protected]
Student results 021 659 1325 [email protected] provider enquiries 021 659 1340 [email protected]
Provider help desk 021 659 1320 [email protected]
Provider accounts 021 659 1350 [email protected]
Your completed ICB Portfolio Administration Book
Your completed ICB Activity Answer Book Your completed ICB Formative Evaluation 1 Answer Book
Your completed ICB Formative Evaluation 2 Answer Book Your completed ICB Summative Assessment Answer Book
Certified copy of your ID
Your CV*
Certified copy of evidence of highest
education achieved* Relevant evidence of prior learning*
*RPL applications only
insert the following documents into this pouch:
Portfolioof evidence
PROSPECTUS
ACCR
ED
ITE
D B
USINESS Q
UA
LIF
ICA
TIONS
Secure your future
I n t e r n a t i o n a l l y r e c o g n i s e d | L o c a l l y e s s e n t i a l
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Working already?
Learnerships: theory + on-the-job experience
If you’re working already, you could attain an ICB qualification via a Learnership, which includes both
theory and practical experience. On the theory side, you undertake the ICB’s usual assessments and compile a regular PoE - or have your previous learning assessed by us (see ‘Get
credit’ – on the left). On the practical side, you complete a workplace Portfolio of Evidence (PoE), which is reviewed
by an ICB-registered assessor.
Learnerships offer benefits to employees and incentives to employers. Some students even get their studies subsidised
by their companies. For more information download the PDF about learnerships from our website – or speak to your boss.
Assessment Entry Form
Full name:
Your ID no:
ICB registration no.:
Assessment venue:
College of study:
Bank details for payment:
The Institute of Certified Bookkeepers,
First National Bank, Rondebosch,
branch code: 201509, account no.:
502 6241 8757, SWIFT code: SIRNZAJJ
Accounting and Public Sector Accounting Programmes
JBTB Jnr Bookkeeper: Bookkeeping to Trial Balance
JBPR Jnr Bookkeeper: Payroll & Monthly SARS Returns (ACP only)
PAAD Public Accounting Administration (PSACP only)
JBCB Jnr Bookkeeper: Computerised Bookkeeping
BSL3 Business Literacy
SBFS Snr Bookkeeper: Financial Statements
SBCM Snr Bookkeeper: Cost & Management Accounting
TFIT TFA: Income Tax Returns (ACP only)
TPAC Technical Public Accounting (PSACP only)
TFBL TFA: Business Law & Accounting Control
FACS Financial Accountant: Corporate Strategy
FAMC Financial Accountant: Management Accounting Control Systems
FAFR Financial Accountant: Financial Reporting & Regulatory Framework
FATP Financial Accountant: Accounting Theory & Practice (Dissertation)
Office Administration Programme
OCOM Office Communication
OAB1 OA: Business and Office Administration 1
OABK OA: Bookkeeping
OAMM OA: Marketing Management & Public Relations
OABL OA: Business Law & Administrative Practice
OACM OA: Cost and Management Accounting 1
OAB2 OA: Business and Office Administration 2
OAHR OA: Human Resources Management & Labour Relations
OAEC OA: Economics
OAB3 OA: Business and Office Administration 3
FNAC Financial Accounting
MGMT Management
Financial Management for Entrepreneurs Programme
BSL3 Business Literacy
ESBF Essential Business Finance
JBCB Jnr Bookkeeper: Computerised Bookkeeping
Tick entry type
Tick entry type
Tick entry type
Amount paid R
Date paid
If you are a correspondence learner, PLEASE FAX OR EMAIL THIS FORM TOGETHER WITH PROOF OF PAYMENT TO THE ICB.
If you are a college learner, please hand this completed form back to your course administrator who will advise you on payment arrangements.
Do not make payments directly to the ICB. Your college will process your entries and payments to us.
All learners must submit the Learner Details form too with this Entry Form.DATE .............................
........................
SIGNATURE..............................
.............................
(applicant)I have fully completed this form and I confirm that I have read,
understood and agree to the ICB’s assessment policy.
Subject Subject name
Date of final First entry Re-assessment Postponement
code
assessment R 595
R 400 R 350
Tick
1002.2013.v3
0861 000 ICB / 422 Phone: +27 21 659 1300 Fax: +27 21 659 1301 Email: [email protected] w
ww.icb.org.za
Total entries A B
C
R 320.00
2014 annual registration fee
Total amount due to ICB R Total number of first time assessments entered A
x R 595 = R
Total number of re-assessments entered B
x R 400 = R
Total number of postponements applied for C
x R 350 = R
Other R
Perhaps you’ve previously picked up registered qualifications or part qualifications. Or you’ve got some solid experience working in a relevant field. Did you know you might be able to get credit for these towards an ICB qualification? All you need to do is follow the ICB’s procedure for Recognition
of Prior Learning (RPL).
To apply for RPL you’ll need to submit our relevant form and pay an RPL administration fee. Send these in along with your detailed CV and transcripts of any formal registered qualifications you hold. We’ll review your application and offer you credits based on subjects you’ve already passed, or we may ask you to complete a Portfolio of Evidence (PoE), which we will supply.
If you wish to accept these credits, you will need to pay another fee to be granted full or conditional exemptions, and remember: you must be registered with the ICB too.
Get creditRecognition for work experience and prior studies
Telephone number (including area code)
Fax number (including area code)
Cell number
Email address
Postal address line 1
Postal address line 2
Postal address line 3
Postal address line 4
Postal code
Geographical area (state SA province
or other)
Country
Physical address line 1
Physical address line 2
Physical address line 3
Postal code
First name
Middle name
Last name
Title
Gender
Date of birth
ID type
ID number
Equity (for reporting to the SETAs)
Nationality
Home language
Citizen residence status
Disability status
Socio-economic status
Please let us know where
you matriculated
Highest education
SA ID
Other
Malawi
Namibia
Zimbabwe
Tanzania
Black – African Coloured
White Eastern
Black – Asian/Indian
Not disabled
Employed
Disabled
Unemployed
Please complete the table below:
Learner Details Form
I nternat ional ly recognised | Local ly essent ia l
I have fully completed this form and enclose the correct fees / proof of payment. I hereby make application for registration as a learner with the ICB on the basis of the particulars given on this form
which I certify to be correct. I undertake, if admitted, to observe the regulations of the Institute.
SUBMIT THIS FORM WITH PROOF OF PAYMENT AND A COPY OF YOUR ID DOCUMENT TO: FAX: 021 659 1301 or EMAIL to [email protected]
If you need to enter for an assessment, please submit the Assessment Entry form too. 1001.2013.v2
Existing ICB registration no. (leave blank if new learner)
ICBA professional body
membership no. (if applicable)
Bank details for payment: The Institute of Certified
Bookkeepers, First National Bank, Rondebosch,
branch code: 201509, account no.: 502 6241 8757,
SWIFT code: SIRNZAJJ
DATE ..................................................... SIGNATURE........................................................... (applicant)
0861 000 ICB / 422 Phone: +27 21 659 1300 Fax: +27 21 659 1301 Email: [email protected] www.icb.org.za
Fees Please see www.icb.org.za for the fee relevant to your application.
(Please tick appropriate boxes below)
I WOULD LIKE TO:
register with the ICB
register for assessment (fill in both sides of this form)
update my contact details
apply for Recognition of Prior Learning
Dual (SA & other)
South African
Non-resident
Resident
City
Postal code
Municipality
Area
DOWNLOAD OuR RPL fORMs from
www.icb.org.za or give our office
a call.
www.icb.org.za | 19
find a job via the ICB
Making studying possibleWe know that some of the keenest and most deserving learners find it difficult to pay for their studies. So the ICB makes six bursaries available every year, worth
R5,000 each. The best part? Our bursaries do not have to be repaid – we’d just like recipients to put them to really good use and study hard!
To be eligible to apply for an ICB bursary, you must already be studying an ICB programme or qualification and have a good academic and attendance record.
ICB bursaries are awarded according to academic merit, financial need and any special circumstances. They are paid directly to an ICB-accredited institution and/or other relevant ICB accredited service providers.
Did you know that you could
find your next job via the ICB
website? In association with
Career Junction, South Africa’s most
popular job site, you can search and
apply for financial positions
directly on the ICB’s website.
Check it out at www.icb.org.za/careers
Hire me!
“As I continue my studies with the ICB,
I really have to say that you are very well organised. I love the ICB and I will continue my studies with you until the end.”
Lara
HOW TO APPLYThe bursary application form
is available on www.icb.org.za and
the deadline for 2014 applications
is 30 April 2014. Successful applicants
will be contacted by 30 June 2014.
ICBbursaries
20 | www.icb.org.za
What if there’s no assessment centre near where I live? The ICB arranges assessment venues throughout southern Africa and a detailed list is available on www.icb.org.za. If you live and work more than 200km from an official assessment centre, you can submit a Private Invigilator Application to the ICB with the prescribed fee, which will be considered on an individual basis, taking your circumstances into account. If a new centre opens after you’ve submitted your application we reserve the right to allocate you to it.
How do I register for assessment? Correspondence learners must complete the Assessment Entry form available on www.icb.org.za and submit it along with the correct assessment fee to the ICB, indicating the date you want to sit the assessment. If you’re doing classroom-based study, you’ll hand these forms to your college, who will enter your class as a group. All learners will receive an email to confirm their assessment entry.
I submitted my PoE but didn’t include all my assessments. Can I submit these later? No, you need to make 100% sure that everything is included in your PoE before you submit it. The ICB cannot accept any additional materials for marking after you’ve handed it in.
I entered for an exam but forgot to say when and where I want to write my final assessment. What happens now? You will be allocated to the next available date at the venue closest to you.
When will I receive my PoE? We’ll send your PoE within 2-3 weeks of receiving your assessment entry. If you’re doing classroom based study, we’ll send your PoE to your college. Correspondence learners will receive their Portfolios via courier or registered mail. Please allow a little extra time for delivery. See Section 2.4 of the Assessment Policy.
When are the assessment dates? The ICB has assessments scheduled monthly for learners studying through face-to-face providers. If studying via correspondence, you need to preregister for assessments conducted in February, May, August and November. It’s best to register as soon as possible with the ICB, so that your PoE can be sent to you and to give you enough time to complete it. Have a look at the assessment schedules on pages 30-31.
What happens if I am absent for a re-assessment? If you miss your re-assessment, you can’t redo it. You’ll need to register for the subject again and start your PoE from scratch.
I’ve studied similar subjects to the ICB’s elsewhere and done a bit of bookkeeping in my work. Can I get credit for these if I want to study ICB courses? Yes, this may be possible. For more information, check out the ‘Get credit’ section on page 18 for Recognition of Prior Learning.
Once registered, can
I postpone my entry? If, before your assessment date, you realise
you need to postpone your assessment, you can do this by paying a postponement fee. This must
be done at least two weeks before the start of the assessment cycle (not two weeks before your assessment
date). If you need to postpone your assessment because you’re ill on the day, you can apply for a free
postponement (include a doctor’s certificate with your request), which may be issued at the
ICB’s discretion. See section 5 of the Assessment Policy.
FAQs
WHAT? HOW? WHERE?
IMPORTANT: Only one postponement per assessment can be requested from the ICB and your assessment will automatically be moved to the next scheduled assessment date.
Summative assessments. Portfolios of Evidence. CPD, RPL, and other TLAs*. Not sure what some of the terms in this prospectus mean? You’ve come to the right page.
Assessment: A test of your knowledge, e.g. an exam, marking of assignments.
Bursary: Funds awarded to help deserving students pay for their courses. Bursaries do not need to be repaid.
Programme: A learning stream.
Competent: You know your stuff – you’ve passed your assessment.
Correspondence learning: Studies done without physical contact – e.g. via correspondence.
ICB qualification: This is what you get when you have completed a course – e.g. a certificate, diploma, etc. All ICB qualifications are registered on the South African National Qualifications Framework.
ICBA designation: Once you’ve achieved an ICB qualification, you can apply to join the Institute of Certified Bookkeepers and Accountants, which is a professional body. Once you’re accepted, you will be able to put letters after your name that show your professional status. e.g. Certified Senior Bookkeepers can put CSBIcba(SA) after their names.
Dissertation: A written thesis, based on original research.
Face-to-face learning: Studies done in a classroom environment.
Glossary of termsSay what?Do I return each assignment once I’ve done it? No, you’ll need to add it to your Portfolio of Evidence. This must be completed and handed to your invigilator on the day of your summative assessment.
Can you send me course materials please? The ICB doesn’t send out course materials – courses are run by our accredited training providers and they will send your materials. See our website for a list of accredited training providers.
How do I become a Commissioner of Oaths? If you are a current Technical Financial Accountant or Financial Accountant member of the ICBA, contact our offices to find out how to become a Commissioner of Oaths.
How long do ICB courses last? They range from 6 months to 3 years, depending on which course you are registered for. Each learning area (subject) in the course should take about 48 hours of study prior to the assessment being written.
When and how do I get my results? Results are sent out via email by the exam result release date (see page 31 for these). Results are never given over the telephone. Results for college learners are sent to the college and if you’re studying by correspondence, they’ll be emailed directly to you (make sure we have your correct email address!).
Formative assessments: Tests and assignments.
Learner: Student.
Learnership: Studying while working for a company that is an accredited ICB workplace training provider.
Learning areas: Subjects.
Not yet competent: You haven’t passed.
PoE / Portfolio of Evidence: A workbook which a learner fills with proof of learning and submits for assessment.
Re-assessment: To rewrite your exam.
RPL / Recognition of Prior Learning: Credit for your work experience or previous studies elsewhere.
Summative assessment: A written exam; the final exam for a subject.
(ICB) Training provider: A college or other educational company that has been accredited to provide ICB courses.
(ICB) Workplace training provider: An employer who has been accredited to train staff on the practical side of ICB courses in the workplace.
*Three-letter acronyms!
www.icb.org.za | 21
This new organisation is going to be taking over the professional
body elements from the ICB, under the banner of The Institute of
Certified Bookkeepers and Accountants
(ICBA). The ICBA and the ICB will work
very closely together, but for legal and
administrative reasons, they are two
separate organisations.
www.icba.org.za | [email protected]
Previously, the ICB fulfilled two roles:
Developing and assessing NQF-registered
qualifications – and accrediting training
providers to run them.
2.
1.
ACCRE
DIT
ED
B
USINESS QUAL
IFIC
AT
IONS
Introducing professional body
membership with the ICBA
NEW!
Operating as a professional body – certifying
qualifications, awarding designations,
offering a range of benefits to our members
(and generally improving the perception
and professionalism of our field).
Tax Guide 2014
Institute of Certified Bookkeepers and Accountants
ICBA
22 | www.icb.org.za
Tax Guide 2014
INSTITUTE O
F C
ERTI
FIED BOOKKEEPERS &
AC
CO
UNTANTS
Institute of Certified Bookkeepers and Accountants
ICBA
Given under the seal of The Institute of Certified Bookkeepers and Accountants.PO Box 2237, Cape Town, 8000
This is to certify that
Quality Assurance Manager
Chief Executive
Anna Williams7301234567890
was admitted as a
Certified Senior BookkeeperICBA ref no: 98765
Valid until: 31 December 2014
Date of issue: 10 February 2014
Certificate of Membership
INSTITUTE O
F CE
RTIFI
ED BOOKKEEPERS & ACCOUNTANTS
Institute of Certified Bookkeepers and Accountants
ICBA
What the ICB and ICBA do:
• A professional body for bookkeepers, accountants, office administrators and financial managers.
• Recognises ICB and other qualifications from people who want to join this body, and awards designations to paid up members, e.g. CSBIcba(SA).
• Provides a range of benefits to members, e.g. annual diaries, tax booklets, discounts on seminars and workshops, and more.
• Works to promote the professionalism
and reputation of its field.
How the ICB and ICBA work for you:• Choose what you’d like to study from the ICB’s prospectus and
register for it with one of the ICB’s accredited training providers.
• Register with the ICB for your assessments.
• At the end of your ICB course, your assessments will be marked by the ICB as usual. If you’re assessed as ‘competent’, you will receive a certificate of completion. Remember that all ICB qualifications are also registered on the National Qualifications Framework.
• Once you’ve completed an ICB qualification, the ICB will award you your qualification Certificate or Diploma (depending on the qualification completed).
• As the ICB qualifications will be recognised by the ICBA, you may then apply to join the ICBA as a member, subject to their membership criteria. This will let you put those all-important letters (designations) after your name and give you all sorts of other benefits associated with being a member of a professional body.
• An organisation that develops SETA-accredited (FASSET) qualifications and registers them on the National Qualifications Framework.
• Screens and accredits training providers (face-to-face and correspondence colleges) who then offer tuition for ICB qualifications to learners.
• Conducts and assesses learner assessments, as an independent examining body for many of the business qualifications that FASSET awards.
• Awards NQF-registered qualifications.
The ICBA is offering a BIG discount on a year’s professional body membership to students who are already registered with the ICB. Instead of their regular R430 annual fee for student membership, you pay:
• R110 if you are not yet qualified.
• R180 if you already hold an ICBA-recognised qualification, are studying with the ICB, and meet the ICBA’s criteria.
If you are already a registered student with the ICB, you can take advantage of this offer. Quote your ICB student number on your ICBA membership application form to get this discount.
Discounted ICBA membership for ICB studentsICBA
www.icb.org.za | 23
24 | www.icb.org.za
MSC Business College 0860 672 265 www.msccollege.co.za
Milpark 011 718 4000 / 021 673 9100 www.milpark.ac.za
Qualitas Career Academy - Garden Route 044 873 5789 www.QualitasWorld.co.za
Qualitas Career Academy - Vaal 016 932 4499 www.qualitasvaal.co.za
Qualitas Career Academy- Bloemfontein 051 447 2034 / 5412 www.QualitasWorld.co.za
Boston City Campus & Business College 011 551 2000 www.boston.co.za
College SA 0800 21 23 22 www.collegesa.co.za
Oxbridge Academy 021 110 0200 www.oxbridgeacademy.co.za
We give you tons of choice – over 500 locations!
Amadi 011 312 3774 www.amadiafrica.com
Leap Skills Development Institute 0861 555 327 www.leapinstitute.co.za
KIB College (Pty) Ltd 031 584 6400 www.kib.co.za
Intec 0800 012 311 www.intec.edu.za
Private College of Accounting 021 827 1975 www.pcollege.co.za
Academy Training Group 011 394 1383 www.academytraining.co.za
BSW Business Solutions Tel: 061 231 369 www.bsw.com.na
Namibia
Jesua Consultants 0861 537 822 www.JesuaC.co.za
Damlin correspondance
IBTC 0861 111 411 www.ibtc.co.za
Instructability 011 422 5385 www.instruct.co.za
Cornway Training & Placement Centre 021 424 1230 / 1 www.cornwaytraining.co.za
CTU Training Solutions 0861 100 395 www.ctutraining.co.za
Damelin 0860 326 354 www.damelin.co.za
Damelin Correspondence College 0860 61 61 61 www.dcc.edu.za
Where to study
The Learning Group 0801 12 12 12 www.learninggroup.co.za
Varsity College 021 685 7554 www.varsitycollege.co.za
SACOB South African College of Business 0861 07 22 62 www.sacob.com
ICB courses are available at the following accredited training providers in southern Africa. Please check our website for their contact details and information about where they are located, as some have several regional centres.
Academy of York
Aldes Training Academy
Apollo Technical College
Award Training
BBN Consultants
Berea Technical College
Better Best Educational Projects
Bhukulani Umusa Trading and Projects
Billionaire’s Academy Business Training
BSW Correspondence - Namibia
Central College of Business & Computer Studies
Centre for Positive Care
Certified Business Management Institute
Correspondence Training Academy
Court Campus - Correspondence
Dam Technical College
Damelin Correspondence Group
DMBC Consulting
DSDC College of SA
Educampus - SA
Extreme 24 Education & Training Serv
Fernwood Business College
Harmony College
Hatfield Tuition & Skills Development Centre
Institute for Focused Development
Instructability
International Business Training College
Intec College
IQAcademy
Jesua Consultants
KZ Computer Academy
Latitude Varsity
LearnEx-Gratia
Lite Campus
MANCOSA
Marapong Business School
Maritime & Skills College
MCD Training Centre
Menlyn Technical College
Mokopane Red Cross Society
Monitronic Success College
MPC College
MSC College Correspondence Group
Open College (SA Inst of Adv Edu)
Oxbridge Academy
Quality Management for Industry
Regenesys
Regent Business School
SA College of Home Study
SA Learning Group
Sandton Technical College
Skills Academy
South African College of Business
South African German Training Services
Stellenbosch Technology Institute
Synergy Human Resources
Teccom Training College
The Boardroom Institute
The Business Zone Training Academy
The Learning Group
Thobologo Trading Enterprises
True Image College
UNISA
Victory Training College
Xynamix Training and Consulting
AA & Associates (Micro 3 Strategy)
Academy Institute of Computers
Academy of Accounting and Tax
Academy of Business & Computer Studies - Durban
Academy of Business & Computer Studies - East London
Academy of Business & Computer Studies - Johannesburg
Academy of Business & Computer Studies - Pretoria
Academy Training Group
Advisor Progressive College - Middelburg
Advisor Progressive College - Rustenburg
Advisor Progressive College - Witbank
Afedile M Learning Centre
African Institute of Management Sciences
Afrimat College
AGB Mathe Business Services
AMADI
AMCO Training Providers
Amitek Business College
Atcor
ATTI - Bloemfontein
ATTI - Kimberley
ATTI - Nelspruit
ATTI - Polokwane
Aum I.T. Solutions
Batho Fela Consulting
BDCE
Believers Care Society
Belmor College
Besek College
Birnam Business College
Bohumi Business College
Boland FET College - Caledon Campus
Boland FET College - Paarl Campus
Boland FET College - Stellenbosch Campus
Boland FET College - Strand Campus
Boland FET College - Worcester Campus
Boston School of Finance - Alberton
face-to-face
Correspondence
UniCollege West Rand 011 955 5326 www.unicollege.co.za
Skills Academy 0800 040 040 www.skillsacademy.co.za
www.skillsacademy.co.za0800 040 040
Skills Academy
Unigrad College 013 755 3503 www.unigradlowveld.co.za
Traditional education, Modern delivery.
www.icb.org.za | 25
Boston School of Finance - Arcadia
Boston School of Finance - Bedfordview
Boston School of Finance - Bellville
Boston School of Finance - Benoni
Boston School of Finance - Bloemfontein
Boston School of Finance - Botswana
Boston School of Finance - Braamfontein
Boston School of Finance - Cape Town
Boston School of Finance - Durban City
Boston School of Finance - East London
Boston School of Finance - Gaborone
Boston School of Finance - George
Boston School of Finance - Germiston
Boston School of Finance - Johannesburg City
Boston School of Finance - Kempton Park
Boston School of Finance - Kimberley
Boston School of Finance - Klerksdorp
Boston School of Finance - Krugersdorp
Boston School of Finance - Ladysmith
Boston School of Finance - Maponya Mall Soweto
Boston School of Finance - Mbabane
Boston School of Finance - Nelspruit
Boston School of Finance - Newcastle
Boston School of Finance - Orchards
Boston School of Finance - Paarl
Boston School of Finance - Port Elizabeth
Boston School of Finance - Pietermaritzburg
Boston School of Finance - Pinetown
Boston School of Finance - Polokwane
Boston School of Finance - Port Shepstone
Boston School of Finance - Potchefstroom
Boston School of Finance - Pretoria Boston School of Finance - Queenstown
Boston School of Finance - Randburg
Boston School of Finance - Richards Bay
Boston School of Finance - Roodepoort
Boston School of Finance - Rustenburg
Boston School of Finance - Sandton
Boston School of Finance - Somerset West
Boston School of Finance - Springs
Boston School of Finance - Stanger
Boston School of Finance - Tshaneni
Boston School of Finance - Tzaneen
Boston School of Finance - Umhlanga Rocks
Boston School of Finance - Umtata
Boston School of Finance - Vereeniging
Boston School of Finance - Welkom
Boston School of Finance - Witbank
Brits Education and Training College
Brooklyn City College
BSI College
BSW Business Solutions - Namibia
Business Education School of Training
Cape Learning Institute
Capsicum Culinary Studio
Careers 2000 - Chatsworth
Careers 2000 - Phoenix
CAT College
Centurion Academy
Centurion Academy - Rustenburg
Centurion Academy - Wilkoppies
Centurion Academy - Witbank
CharterQuest Financial Training Institute
Churchil Resource College
College Campus - Auckland Park
College Campus - Vega Pretoria
College of Cape Town
Coltech Skills Training College - Cape Town
Coltech Skills Training College - Wynberg
Columbus Commercial College
Cornway Training & Placement Center
Court Campus
Cresta Vaal College
CTU Career Campus - Auckland Park
CTU Career Campus - Bloemfontein
CTU Career Campus - Boksburg
CTU Career Campus - Cape Town
CTU Career Campus - Durban
CTU Career Campus - Nelspruit
CTU Career Campus - Polokwane
CTU Career Campus - Port Elizabeth
CTU Career Campus - Potchefstroom
CTU Career Campus - Pretoria
CTU Career Campus - Randburg
CTU Career Campus - Roodepoort
CTU Career Campus - Stellenbosch
CTU Career Campus - Vereeniging
Damelin Benoni
Damelin Boksburg
Damelin Braamfontein
Damelin Bramley
Damelin Cape Town City
Damelin Centurion
Damelin Durban City
Damelin East London City Campus
Damelin Menlyn
Damelin Mowbray
Damelin Pietermaritzburg
Damelin Port Elizabeth
Damelin Pretoria City
Damelin Randburg
Damelin Secunda
Damelin Vaal
Damelin Westridge
Danie Rothman Accountants
DCC Campus Further Education Institute
Dean Institute of Learning
Dee’s Training
Definitive Training Solutions
Delcom Training
Durban Institute of Skills Training
Durban Institute of Technology
East London Management Institute
Eastcape Midlands College Business Unit
Educampus - SA
Elangeni FET College
ELB Management Consultants
Elgin Learning Foundation
Emeritus Business College
ETASA
Evander Technologies
Ezone Training Institute
Fadimeha Consulting Services
Falcon Business Institute
False Bay FET College - Fish Hoek
False Bay FET College - Khayelitsha
False Bay FET College - Mitchells Plain
False Bay FET College - Muizenberg
Fernwood Business College
FIMCORP Consulting
Flavius Mareka FET College
FPhiri Financial Consultants
Gateway City College
Golden Step Campus
Goldfields FET College
Grant Cooper Training
Hartland Training & Development Centre
Headstart Training
Hospitality and Commercial College
HYM Consulting
ICollege - Benoni
ICollege - Bloemfontein
ICollege - Braamfontein
ICollege - Cape Town
ICollege - Durban
ICollege - East London
ICollege - Hammanskraal
ICollege - Hazyview
ICollege - Kingwilliamstown
ICollege - Mafikeng
ICollege - Nelspruit
ICollege - Phutatijaba
ICollege - Polokwane
26 | www.icb.org.za
This list is correct at time of printing in October 2013. Things do change, so please refer to our website for the most up to date information.
ICollege - Pretoria
ICollege - Queenstown
ICollege - Rustenburg
ICollege - Thohoyandou
ICollege - Tzaneen
ICollege - Vereeniging
Incredible Skills
Innovatus FET College
Institute for Career Management
Institute for Focused Development
Institute for Quality: Edu & Training
Institute of Information Technology
Institute of Open Learning
Instructability
Intergest South Africa
International Business Training College
International Management Training Centre (IMTC)
International Protocol Consultants
Intuition College
IT Careers
Jaylee Financial & Advisory Services
Jeppe College - Bloemfontein
Jeppe College - Johannesburg
Jeppe College - Polokwane
Jeppe College - Pretoria
Jeppe College - Vereeniging
Jintek Varsity College
Kayoba Financial Consulting
KeySkil Consult
KIB College
Kings & Queens College
Kingsbridge College
Kingsway College of Computing & Business Studies
Kwazulu Natal Technical College
Lapaba Education
Latitude Varsity
Leap Skills Development Institute
Lemays Training Centre
Life Skills Facilitators
Lite Campus
LTT Murunwa Private School
Majuba FET College
Maluti FET College
Management & Leadership Academy
MBS Accounting Services
Milpark Business Schoo
Mmaseala Business Academy
Mollo Training
Mona SS
Monash Technology Institute
Monitronic Success College
Morningside College
Motheo FET College
MSC Business College - Alice
MSC Business College - Bellville
MSC Business College - Benoni
MSC Business College - Braamfontein
MSC Business College - East London
MSC Business College - Kempton Park
MSC Business College - Kingwilliamstown
MSC Business College - Klerksdorp
MSC Business College - Lichtenburg
MSC Business College - Louis Trichardt
MSC Business College - Middelburg
MSC Business College - Midrand
MSC Business College - Mthatha
MSC Business College - Nelspruit
MSC Business College - Newcastle
MSC Business College - Polokwane
MSC Business College - Port Elizabeth
MSC Business College - Pretoria
MSC Business College - Queenstown
MSC Business College - Rustenburg
MSC Business College - Uitenhage
MSC Business College - Witbank
Musa Business College
Ndivho Financial Training
Northern Cape Urban FET College
Northlink College
Optimum Learning Technologies
Oval Institute of Further Education
Overcomers Training College
Patnet Training College
PC Training & Business College
People Learning Challenges
Phucula Trading
Pinnacle Business College
Port Elizabeth FET College
Preferred Solutions
Pretoria Technical College
Private College of Accounting
QBit Group
Qualitas Career Academy - Bloemfontein
Qualitas Career Academy - George
Qualitas Career Academy - Kimberley
Qualitas Career Academy - Vaal
Rand Eminence Business Solutions
RAU Technology Institute
Remnant Group
Ressuct Centre for Skills & Human Development
Rhodes Technical College
Rorisa Training
Rosebank College - Benoni
Rosebank College - Braamfontein
Rosebank College - Cape Town
Rosebank College - Durban
Rosebank College - Pretoria
RSN College of Accounting & Business
S & T School of Accounting Technicians
SA Academy of Applied Competence
SA College of Business & Technology
SAB&T ACC-IT Accounting and IT Academy
SAIMET
Sanamik
Savanna College
Sedco College
Setlhako SA Komeke Trading
Sibuyi PE’s Accounting, Tax and Management Services
Sinakho Chartered Accountants Inc
Siyanqoba Seminars
SMP Business School
Softline Pastel
South African German Training Services
Spectrium
Spikenard Training Institute
St Anthonys Education Centre
Summat Training Institute
Taxco Training
The True North
TKL Consulting & Investments
Tshwane Academy of Technology
Tshwane College of Commerce & Computer Studies
Tshwane North FET College
UniCollege
Unigrad
Unischool
United City College
Varsity College - Cape Town
Varsity College - Durban North
Varsity College - Midrand
Varsity College - Pietermaritzburg
Varsity College - Port Elizabeth
Varsity College - Pretoria
Varsity College - Sandton
Varsity College - Westville
Walter Sisulu University Enterprise Development Centre
Welkom City College
West Coast FET College - Atlantis
West Coast FET College - Malmesbury
Workplace Integrated Training Solutions
ZN Training & Consulting
www.icb.org.za | 27
Your next steps depend on whether you choose to study at a college (full-time, part-time or video studies) or as a private learner, via correspondence.
Classroom study route:
Choose a college from the huge accredited provider listing on our website
The college advises you on registration, courses and workload
They register you and help you decide which assessments to sit
You pay your college fee and ICB registration and assessment fees to the college
The ICB confirms your registration and selected learning areas
You receive your Portfolio of Evidence (PoE) from the ICB via your college
Classes begin, your college provides you with study materials - and you start compiling your PoE
At the final assessment you also hand in your completed PoE
Your college sends your completed PoE to the ICB for assessment
The ICB sends your college your results and certificate if you’ve been assessed as ‘competent’.
1 2 3 4 5 6 7 8 9 10
Private / correspondence study route:
Choose a college from the huge accredited provider listing on our website
The college advises you on registration, courses and workload
You pay your college fees to the college
You pay your ICB registration and assessment fees to the ICB by the applicable closing dates
You pre-register for your assessments, which happen in February, May, August and November
You receive your Portfolio of Evidence (PoE) from the ICB
The college will provide your study materials
You start compiling your PoE independ-ently, at your own pace
When you write your final assessment you also hand in your completed PoE to the invigilator
The ICB sends you your final results and issues a certificate if you’ve been assessed as ‘competent’.
1 2 3 4 5 6 7 8 9 10
The process going forward
IMPORTANT: It is your responsibility to make sure you have received
your Portfolio of Evidence. We’ll send it within 2-3 weeks of receiving your
assessment entry (please allow a little extra time for delivery). If you have
not received it, please let your college or the ICB know.
28 | www.icb.org.za
www.icb.org.za | 29
Registration fees Annual student registration fee (no member benefits) R 320
Assessment fees Assessment fee per subject/learning areas (all qualifications) R 595 Re-assessment fee per subject/learning areas (all qualifications) R 400 Assessment postponement fee per subject/learning area R 350 Assessment late entry fee per subject/learning area R 450 Assessment re-mark and report fee per subject/learning area R 850 Private invigilator admin fee (prior approval required) R 950 Duplicate transcript of results R 100 Certificate re-print R 200
Recognition of prior learning (RPL) / exemption fees RPL/Exemption application fee R 400 RPL/Exemption fee per subject accredited prior learning / qualification (no PoE required) R 360 RPL PoE fee per subject (PoE to be completed) R 900
Providers Annual accreditation renewal fee R 1,000 Workplace provider accreditation fee R 6,000 Training provider accreditation fee R 6,500 Admin fee for accreditation changes (i.e. scopes, entity names, status, etc.) R 500
Learnerships - Workplace PoE assessments National Certificate: Small Business Financial Management R 700 National Certificate: Bookkeeping R 700 Certificate: Office Administration R 700 FETC: Bookkeeping R 900 National Diploma: Technical Financial Accounting R 1,100
ICB Fees2014
Take note:
Worth bookmarkingSome online resources
www.saiba.orgwww.iab.org.uk
www.saqa.org.zawww.cimaglobal.com
www.pastelpayroll.co.zawww.findanaccountant.co.za
www.accaglobal.com
www.icb.org.zawww.icba.org.zawww.nqf.org.zawww.pastel.co.zawww.fasset.org.zawww.thesait.org.zawww.icsa.co.za
There is a compulsory annual student registration fee. In order to receive your PoE or be entered for exams, you must have sent your assessment entry form and fee to the ICB - either directly or through your college. (Only correspondence learners will send fees directly to the ICB.) If you cancel or don’t show up for a scheduled assessment, fees can’t be refunded. Assessment for learning areas can be postponed once only to the next available assessment date, if we have received your postponement fee (two weeks before the assessment would take place). Incorrectly completed forms or insufficient fees will result in assessment applications not being accepted. Fees may change without prior notice. Fees listed include 14% VAT for SA and bank charges for payments from other countries. Bank details for payments: The Institute of Certified Bookkeepers, First National Bank, Rondebosch, Branch code 201509, account no. 502 6241 8757. Please use your ICB student number or your South African ID number as your payment reference.
In financial circles, we’re all familiar with the
‘small print’. Here’s a word on ours: If you’ve
decided to go for it – to study with the ICB –
we suggest you take some time to familiarise
yourself with the Policies & Procedures relating
to ICB courses and assessments.
Our P&Ps are regularly updated and can always
be downloaded from www.icb.org.za, or obtained
from our head office – see the back cover for details.
The small
Policies & procedures
30 | www.icb.org.za
Sat 18 Jan Sun 15 Dec 2013 Fri 03 Jan Fri 24 Jan Fri 14 Mar
Mon 20 Jan Sun 15 Dec 2013 Fri 03 Jan Fri 24 Jan Fri 14 Mar
Sat 08 Feb Wed 15 Jan Fri 24 Jan Fri 14 Feb Fri 04 Apr
Mon 10 Feb Wed 15 Jan Fri 24 Jan Fri 14 Feb Fri 04 Apr
Sat 08 Mar Sat 15 Feb Fri 21 Feb Fri 14 Mar Fri 02 May
Mon 10 Mar Sat 15 Feb Fri 21 Feb Fri 14 Mar Fri 02 May
Sat 12 Apr Sat 15 Mar Fri 28 Mar Thurs 17 Apr Fri 05 Jun
Mon 14 Apr Sat 15 Mar Fri 28 Mar Thurs 17 Apr Fri 05 Jun
Sat 10 May Tues 15 Apr Fri 25 Apr Fri 16 May Fri 04 Jul
Mon 12 May Tues 15 Apr Fri 25 Apr Fri 16 May Fri 04 Jul
Sat 07 Jun Thurs 15 May Fri 23 May Fri 13 Jun Fri 01 Aug
Mon 09 Jun Thurs 15 May Fri 23 May Fri 13 Jun Fri 01 Aug
Sat 12 Jul Sun 15 Jun Fri 27 Jun Fri 18 Jul Fri 05 Sep
Mon 14 Jul Sun 15 Jun Fri 27 Jun Fri 18 Jul Fri 05 Sep
Sat 16 Aug Tues 15 Jul Fri 01 Aug Fri 22 Aug Fri 10 Oct
Mon 18 Aug Tues 15 Jul Fri 01 Aug Fri 22 Aug Fri 10 Oct
Sat 13 Sep Fri 15 Aug Fri 29 Aug Fri 19 Sep Fri 07 Nov
Mon 15 Sep Fri 15 Aug Fri 29 Aug Fri 19 Sep Fri 07 Nov
Sat 18 Oct Mon 15 Sep Fri 03 Oct Fri 24 Oct Fri 12 Dec
Mon 20 Oct Mon 15 Sep Fri 03 Oct Fri 24 Oct Fri 12 Dec
Sat 08 Nov Wed 15 Oct Fri 24 Oct Fri 14 Nov Fri 9 Jan 2015
Mon 10 Nov Wed 15 Oct Fri 24 Oct Fri 14 Nov Fri 9 Jan 2015
Sat 06 Dec Sat 15 Nov Fri 21 Nov Fri 12 Dec Fri 30 Jan 2015
Mon 08 Dec Sat 15 Nov Fri 21 Nov Fri 12 Dec Fri 30 Jan 2015
ENTRY CLOSINg RESULTS
ASSESSmENT DATES (NEW AND LAST DATE FOR PoE RECEIVED RELEASED
DATE RE-ASSESSmENTS) POSTPONEmENT BY ICB BY ICB
2014Big dates! These dates will be important to you – they’re when you’ll write your final assessments and submit your Portfolio of Evidence. Be sure to enter for each assessment by the closing date.
Assessment timetables
These dates apply only to learners who are
studying the Accounting Programme Levels
3-5 full- or part-time through colleges. Correspondence / private learners and anyone following the Accounting Programme Level 6,
Office Management or Financial Management for Entrepreneurs Programmes should refer
to Timetable B.
For Accounting Programme L3 to L5 only (the following subjects only: JBTB, BUSL, JBPR, JBCB,
SBFS, SBCM, TFIT, BLAC). All dates are in 2014 unless indicated.
Timetable
Assessment timetable for accredited colleges
Please double check with your college that they will be offering an assessment for the subject you want to write on these dates.
IMPORTANT!
www.icb.org.za | 31
Timetable
Exam dates Closing dates Last day for Results postponement release date
10 - 13 Feb 2014 31 Dec 2013 24 Jan 2014 04 Apr 2014
12 - 15 May 2014 31 Mar 2014 25 Apr 2014 04 Jul 2014
18 - 21 Aug 2014 30 Jun 2014 01 Aug 2014 10 Oct 2014
10 - 13 Nov 2014 30 Sep 2014 24 Oct 2014 09 Jan 2015
This timetable is primarily for correspondence /
private learners who are studying any of the
ICB’s four programmes and all learners following
the final four learning areas in the Accounting
Programme’s Level 6 qualification.
Some colleges will offer these dates for the Office Management and Financial Management
for Entrepreneurs Programmes too (please double-check the dates with your college as not all colleges
will run every assessment).
For Accounting, Public Sector Accounting, Office Management and Financial Management for
Entrepreneurs Programmes.
These assessment timetables are
subject to change and the ICB
reserves the right to cancel any
assessment at its own discretion.
Please refer to our
website for the
latest, updated
timetables.
Results will be released on the
due date on condition that PoEs
are received at the ICB’s offices
by their due dates.
Late entries will only be
accepted at the discretion
of ICB Management and late
entry fees will be levied.
Results will be released
electronically and no
results will be given
over the phone.
BAssessment timetable for
correspondence learners (ICB venues and FET colleges)
Junior Bookkeeper: Bookkeeping to Trial Balance
Office Communication
Office Admin: Human Resource Management and Labour Relations
Junior Bookkeeper: Payroll and Monthly SARS Returns
Office Admin: Business and Office Administration 1
Office Manager: Business and Office Administration 3
Financial Accountant: Financial Reporting and Regulatory Framework
Junior Bookkeeper: Computerised Bookkeeping
Financial Accountant: Corporate Strategy
Office Admin: Bookkeeping
Technical Public Accounting
Management
Business Literacy
Financial Accountant: Management Accounting and Control Systems
Office Admin: Cost & Management Accounting
Financial Accounting
mon
day
10 F
eb
12 M
ay
18 A
ug
10 N
ov
Tues
day
11 F
eb
13 M
ay
19 A
ug
11 N
ov
Wed
nes
day
12 F
eb
14 M
ay
20 A
ug
12 N
ov
Thur
sday
13 F
eb
15 M
ay
21 A
ug
13 N
o v
Senior Bookkeeper: Financial Statements
Office Admin: Marketing Management and Public Relations
Essential Business Finance
Senior Bookkeeper: Cost and Management Accounting
Office Admin: Business and Office Administration 2
Public Accounting Administration
Technical Financial Accountant: Income Tax Returns
Office Admin: Economics
Technical Financial Accountant: Business Law and Accounting Control
Financial Accountant: Accounting Theory & Practice (Dissertation to be submitted)
Office Admin: Business Law & Administrative Practice
09H00 - 12H30 13H00 - 16H30
0861 000 ICB0861 000 422
www.icb.org.za [email protected]
Fax: 021 659 1301
Physical address: (not for postal enquiries or submissions)
Birkdale House 2, River Park, Liesbeeck Parkway, Mowbray 7700, Cape Town, South Africa
Postal address:
PO Box 2237, Cape Town 8000, South Africa
Main number 021 659 1300 [email protected]
Student enquiries 021 659 1310 [email protected]
Student accounts 021 659 1330 [email protected]
Student results 021 659 1325 [email protected]
New provider enquiries 021 659 1370 [email protected]
Provider help desk 021 659 1320 [email protected]
Provider accounts 021 659 1340 [email protected]
DISCLAIMER: The ICB logo and all content of this prospectus are owned by the Institute of Certified Bookkeepers. Please
contact our office to ask for permission to adapt, reuse or reprint anything. Other logos in this document are used with
permission. All information in the prospectus is correct at time of going to print in October 2013. We reserve the right
to change any benefits, offerings, courses or fees at any time. We will communicate any updates to you via our website
(www.icb.org.za), where you can find the latest information. All information is provided in good faith. E&OE.
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ACCRE
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