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AE Assessment Matrix

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AE Assessment Matrix

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© © All Rights Reserved
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Approved Employers are assessed against the

evidenced targets and best practice statements in


this assessment matrix.
Visit www.accaglobal.com for detailed descriptions
and evidence requirements for each target.

APPROVED EMPLOYER ASSESSMENT MATRIX

The employer ensures that Practical Experience Supervisors The employer provides ACCA
ACCA trainees working in are appropriately qualified to trainees with opportunities
the organisation are aware of sign off Performance Objectives, to complete a range of
ACCA’s Practical Experience and they review practical activities that fulfil ACCA’s
Requirement (PER) experience with ACCA trainees performance objectives
GOLD

Trainee at least once every 12 months

Development
Trainees are provided with The employer reviews trainees’ Trainees and their Practical
Gold study support exam progress at least once Experience Supervisors are
every 12 months aware of the importance of
ethics and professionalism in
the workplace

Platinum Approved Employers must be able to meet all of the criteria for Gold approval PLUS the following additional criteria:

ACCA trainees working for the The employer supports their ACCA trainees to complete the ACCA
employer are provided with Qualification by being aware of the ACCA resources available to support
financial support to achieve trainees and actively encouraging their employees to use these resources
ACCA membership
PLATINUM

AND
Trainee AND
Encouraging trainees to complete ACCA’s Ethics and Professional Skills
Development The employer will pay the one- Module before attempting any exams at Strategic Professional
off admission fee when a trainee
applies for ACCA membership
The employer provides ACCA trainees with access to personal
and/or the membership
computers/internet in the workplace and time to access ACCA
subscription fee
resources online

ACCA members working with ACCA members are supported The employer provides detailed
the employer are aware of to identify and complete information on the range
ACCA’s CPD requirements relevant development of opportunities for ACCA
activities aligned to their members to develop against
role and career ambitions their role and career ambitions
Professional
Development
Line managers discuss the ACCA members working with
relevance and application the employer are aware of
of CPD activities with ACCA the importance of ethics and
members at least once every professionalism in the workplace
12 months

PLAN DO REVIEW

Individuals’ intentions Individuals are provided with Individuals training towards an


towards training for an ACCA support to enable them to meet ACCA practising certificate (and
practising certificate (and audit their objectives audit qualification) have their
qualification) are discussed and objectives re-assessed at least
objectives are set as part of an once every six months as part
appraisal process, if required of a review
Practising
Individuals, principals and Individuals are provided with Individuals are required to
Certificate authorised supervisors are sufficient/appropriate work ensure their practical experience
Development aware of the requirements for experience pre and post is reviewed by their principal or
an ACCA practising certificate membership in order to meet authorised supervisor at least
(and audit qualification) practising certificate (and audit once every six months
qualification) requirements

Principals and authorised Key


supervisors are qualified Evidenced target – documentary evidence to be supplied with application
accountants and eligible to Best practice statement – no documentary evidence required
act in this position
Practising certificate development – evidence checked post-approval

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