Course Catalogue
Browse and access CPD-accredited courses to maintain your designation.
89 coursesShowing 89 of 403
Online
Stop Hiring Just to Survive: Build a Team That Grows with Your Practice
How to define the roles you actually need in a small practice When to hire staff vs outsource vs automate How to recruit people who align with your practice values and client expectations What to include in basic job descriptions, contracts, and onboarding checklists How to manage performance and retain good people without corporate red tape
Online
Time to Let Them Go? How to Re-Evaluate Clients and Get Engagement Letters That Stick
By attending this webinar you will gain the following competencies ✅ When and how to conduct a client re-evaluation—and why it’s essential ✅ How to assess service scope, risk, fit, and profitability annually ✅ What to include in an engagement letter for tax, accounting, payroll, and advisory work ✅ The difference between new engagements, renewals, and amendments ✅ How to disengage from a client ethically and professionally (if needed)
Online
No More Nightmare Clients: Mastering Client Management That Pays
How to spot red-flag clients before they cost you time and money How to set (and enforce) boundaries without losing good business Tools for managing scope creep, late payments, and unrealistic expectations How to retain high-value clients and fire the ones who drain you How to turn client management into a billable advisory service
Online
No More Sticky Notes: How to Build a Working Paper File That Defends You
How to structure a working paper file for reviews, audits or independent reviews The golden rules: what to include, how to document it, and what’s overkill How to link supporting documents to trial balances and journals like a pro Tips for preparing digital files that reviewers (and regulators) will actually thank you for Real examples of good (and bad) files—and what to learn from them
Online
Negotiation skills: Effectively negotiating with vendors, clients and other stakeholders
The 5 negotiation tactics every accountant must master How to stand your ground with SARS (without burning bridges) Ways to charge what you’re worth —and stop discounting to close deals How to navigate internal power plays when you report to senior execs The mindset shift that turns “just an accountant” into a confident dealmaker
Online
CIBA Practice Management Roadshow 2025 Growing Practices. Growing the Economy - Durban
How to use AI and automation to reduce admin, improve accuracy, and increase practice profits Which CIPC updates, compliance risks, and legislative proposals could impact your license or income Why international decisions are shaping South Africa’s nonprofit space, and what that means for your clients How to market yourself as a trusted advisor and grow your client base without relying on paid ads What tools top-performing firms are using to manage workflows, staff, and client communication How to turn practice data into insights that help you cross-sell, retain clients, and drive growth What local economic initiatives and chambers are doing, and how to align your practice with them Which funding solutions are available for small firms and how to help your clients access growth finance How CIBA’s resource-sharing network can help you do more, faster, with less risk What you can automate right now, from client onboarding to SARS submissions, and how to start today
Online
CIBA Practice Management Roadshow 2025 Growing Practices. Growing the Economy - Gqeberha (PE)
How to use AI and automation to reduce admin, improve accuracy, and increase practice profits Which CIPC updates, compliance risks, and legislative proposals could impact your license or income Why international decisions are shaping South Africa’s nonprofit space, and what that means for your clients How to market yourself as a trusted advisor and grow your client base without relying on paid ads What tools top-performing firms are using to manage workflows, staff, and client communication How to turn practice data into insights that help you cross-sell, retain clients, and drive growth What local economic initiatives and chambers are doing, and how to align your practice with them Which funding solutions are available for small firms and how to help your clients access growth finance How CIBA’s resource-sharing network can help you do more, faster, with less risk What you can automate right now, from client onboarding to SARS submissions, and how to start today
Online
Time and workflow management for practitioners
Understanding workflow management. Visualize and plan business critical processes. Learning to streamline tasks. Using workflows to hold employees accountable.
Online
CIBA Compliance: Legislation Update
Be aware of the latest legislative changes and what they mean for your business, practice, and your clients Remain compliant with changing requirements and deadlines Identify how you can change your service offerings in line with new legislative requirements Know where to find necessary guides and documents and Have access to the presenter and the CIBA technical unit via email for follow-up Q&A.
Online
CIBA Compliance: Legislation Update
Be aware of the latest legislative changes and what they mean for your business, practice, and your clients Remain compliant with changing requirements and deadlines Identify how you can change your service offerings in line with new legislative requirements Know where to find necessary guides and documents and Have access to the presenter and the CIBA technical unit via email for follow-up Q&A.
Online
CIBA Practice Management Roadshow 2025 Growing Practices. Growing the Economy - Cape Town
How to use AI and automation to reduce admin, improve accuracy, and increase practice profits Which CIPC updates, compliance risks, and legislative proposals could impact your license or income Why international decisions are shaping South Africa’s nonprofit space, and what that means for your clients How to market yourself as a trusted advisor and grow your client base without relying on paid ads What tools top-performing firms are using to manage workflows, staff, and client communication How to turn practice data into insights that help you cross-sell, retain clients, and drive growth What local economic initiatives and chambers are doing, and how to align your practice with them Which funding solutions are available for small firms and how to help your clients access growth finance How CIBA’s resource-sharing network can help you do more, faster, with less risk What you can automate right now, from client onboarding to SARS submissions, and how to start today
Online
CIBA Practice Management Roadshow 2025 Growing Practices. Growing the Economy - Jhb
How to use AI and automation to reduce admin, improve accuracy, and increase practice profits Which CIPC updates, compliance risks, and legislative proposals could impact your license or income Why international decisions are shaping South Africa’s nonprofit space, and what that means for your clients How to market yourself as a trusted advisor and grow your client base without relying on paid ads What tools top-performing firms are using to manage workflows, staff, and client communication How to turn practice data into insights that help you cross-sell, retain clients, and drive growth What local economic initiatives and chambers are doing, and how to align your practice with them Which funding solutions are available for small firms and how to help your clients access growth finance How CIBA’s resource-sharing network can help you do more, faster, with less risk What you can automate right now, from client onboarding to SARS submissions, and how to start today