The role played by the Training Principal is more strategic in that it involves overseeing the program during the CA student’s term of practical experience. The Training Principal is usually a very senior employee or owner of the CA Training Office and a CA in good standing with the Provincial Institute/Ordre
The Training Principal works in partnership with the profession to continually improve the training process in order to create the best CAs possible. Through conversations with the appropriate Provincial Institute/Ordre/Region, he or she gains answers to questions and discusses concerns or suggestions about CA student training. If the Counselling Member requires it, the Training Principal can make the necessary scheduling changes to ensure the CA student is getting the required experience as laid out in the CA Training Program approved by the profession
If changes are required to the program, the Training Principal will liaise with the profession to make the necessary changes, which can include:
- changing the breadth or depth areas within an existing rotation or department
- adding, modifying or deleting rotations, offices or departments
- modifying any duties within an existing rotation
- changing the exposure to the client mix (for CA firms)
- increasing the approval limit of the number of CA students being trained
These tasks can be delegated to the Counselling Member so long as the Training Principal is aware of and approves the changes to be submitted to the appropriate Institute/Ordre/Region.
At the end of a CA student’s term of practical experience, it’s the Training Principal’s responsibility to sign off on the student’s period of practical experience. Before he or she can sign the required form, however, the Training Principal may want to review the student’s final RQE and make sure the Counselling Member has no issue with the student’s performance. Otherwise, the Training Principal is relying solely on the Counselling Member. If everything is as it should be, the Training Principal should feel comfortable in attesting to the student’s period of employment in the CA Training Office’s CA Training Program. Since the required signoff on the CA student’s period of practical experience may be integrated into a pre-designed form, it’s best to check with your local Provincial Institute/Ordre as to what’s required to be submitted.
The student is required to maintain a copy of his or her RQE for the duration of the term of practical experience and for at least one year after qualification. Unless requested, there is no requirement to submit any RQE to a Provincial Institute/Ordre. Rather, the Institute/Ordre may ask the student to submit the RQE as part of the profession’s on-going monitoring process.
A new e-module is available on this website, providing you, your CA students, and your Counselling Members with an overview of our competency-based program. Its examples show how CA students can reach the proficiency levels expected of entry-level CAs.