U2Pro: University to Professional

You are not yet enrolled in this course

Self-paced · CIBA U²Pro Programme

Welcome to your U²Pro skills development programme

Working at your own pace, you will build the full skill set of a working Financial Administrator, from the first invoice to the management accounts pack. It is built for university and TVET students, recent graduates and career changers, whether you want to be hired by a firm or one day run your own accounting practice. This page explains how the programme runs, what you can expect from us, and what we will expect from you.

26Recorded sessions
Self-pacedStart any time
52CPD hours
10Content blocks
CFAdminDesignation pathway

By the end, you’ll be able to

Every session is built around one question: what would an accountant actually do in a real South African workplace today? By the time you finish, you can walk into any business and do the job.

Process the full cycle

Capture, reconcile and close the bank, debtors, creditors and general ledger, every month.

Handle SARS end to end

Prepare and submit VAT201, EMP201, EMP501 and provisional tax on eFiling, correctly and on time.

Run payroll

Calculate PAYE, UIF and SDL, build a compliant payslip and file the returns.

Produce management accounts

Build a director-ready pack with variances, ratios and plain-language commentary.

Prepare for the AFS

Year-end adjustments, provisions, the PI-score framework and the road to CIPC compliance.

Work professionally

Ethics, confidentiality, POPIA, fraud red flags and the communication that turns a qualification into a career.

What to expect from each session

Twenty-six recorded teaching sessions of about two hours each, roughly 52 hours in all. You start as soon as you enrol and work through the blocks in order at your own pace, which lets you fit the programme around your studies or your job. Every session gives you the same four things.

Handout

A reference document you keep: checklists, templates and worked examples for the workplace.

Slide deck

Professionally prepared slides covering the definitions, the legislation and worked examples.

Recorded class

A trainer-led session of about two hours with screen sharing, worked examples and exercises. Pause, rewind and rewatch as often as you need.

Knowledge check

A 20-question check after the session to confirm the content has landed before you move on.

What you can expect from us

  • Twenty-six recorded teaching sessions, available to watch at any time
  • A handout, slide deck and recording for every session
  • Content grounded in South African law, SARS practice and real workplaces
  • Individual written feedback on your case study within four weeks
  • A completion certificate and 52 CPD hours
  • Your first year of Chartered Financial Administrator (CFAdmin) designation membership, included
  • Credit for the Skills Module on the route to the CFAdmin designation
  • A trainer who has done the job and guides you through it

What’s expected of you

  • Watch each recorded session in order, at a pace you can keep up
  • Complete the 20-question check after each session, before you move on
  • Reach at least 60% on each check (one resubmission allowed)
  • Apply what you learn in your own work, not just while watching
  • Submit the summative case study, achieving at least 65%
  • Work with professionalism, confidentiality and integrity throughout

Your learning journey

Your journey runs across 10 blocks and 26 sessions, ending with one integrated case study that pulls everything together. Click any block to see its sessions.

AProfessional Foundations & Workplace Readiness
Sessions 1-4
1Programme Introduction, the Accounting Profession & the CFAdmin Designation
2Professional Behaviour, Ethics & Confidentiality
3CV Writing, LinkedIn, Interview Skills & Employment Law
4IT Basics, Data Security, POPIA & AI in Accounting
BAccounting Foundations
Session 5
5Double-Entry Bookkeeping, Chart of Accounts & Accounting Software
CRevenue, Invoicing & VAT
Sessions 6-8
6Revenue Recognition & What Makes a Valid Invoice
7VAT: Output Tax, Input Tax, Zero-Rating & Exemptions
8VAT Return: Preparation, Reconciliation & eFiling Submission
DExpenses, Cost of Sales & Payroll
Sessions 9-11
9Cost of Sales, Operating Expenses & Accruals
10Payroll: PAYE, UIF, SDL & Processing a Payslip
11Payroll Submissions: EMP201, EMP501, IRP5 & eFiling
ECreditors, Debtors & Bank
Sessions 12-14
12Accounts Payable: Invoice Processing, Payments & Creditor Reconciliation
13Accounts Receivable: Credit Management, Collections & Reconciliation
14Cash Management & Bank Reconciliation
FFixed Assets
Session 15
15Property, Plant & Equipment: Recognition, Depreciation, Register & Disposal
GMonth-End Close, Reporting & Controls
Sessions 16-18
16Month-End Close: Full Checklist, Cut-Off & Regulatory Submissions
17Management Accounts: Preparation, Analysis & Presentation
18Budgets, Variance Analysis & Internal Controls
HSouth African Taxation
Sessions 19-20
19SA Tax Overview: Income Tax, Corporate Tax & Provisional Tax
20Capital Gains Tax, Dividends Tax & Other SA Taxes
IYear-End, Financial Statements & Compliance
Sessions 21-23
21Year-End Close: Adjusting Entries, Provisions & Going Concern
22Annual Financial Statements: Preparation, Structure & Framework
23Understanding the Assurance Landscape: Where CFAdmin Fits
JManagement Accounting, Advisory & Career Development
Sessions 24-26 + case study
24Management Accounting: Cost Analysis, Break-Even & Decision-Making
25Business Advisory, Client Take-On & Professional Practice
26Career Pathways, CFAdmin Designation & Professional Development
27Summative Integrated Case Study

Assessment & certification

Knowledge is checked after every session and consolidated in one integrated case study at the end.

Formative: after every session

  • Questions per session20 MCQ
  • Minimum pass mark60%
  • Resubmissions1 permitted
  • PurposeEvidence for FASSET reporting

Summative: integrated case study

  • FormatTake-home, all 10 blocks
  • Minimum pass mark65%
  • FeedbackWritten, within 4 weeks
  • On completionCertificate + 52 CPD hours

Your trainer

Leana van der Merwe

Leana van der Merwe

CA · Registered Auditor · CIBA Technical Manager

Over 18 years in business accounting, audit and corporate governance. Former Audit Director and professional-body Technical and Standards Executive, having guided more than 14,000 members through complex regulation. Serves on the PAFA Technical Advisory Group, the IFAC Anti-Money Laundering Committee and the IFRS Foundation SME Implementation Group.

Chartered Institute for Business Accountants NPC · U²Pro Programme · Delivered on CPD.myCIBA
Average Review Score:
★★★★★

You must log in and have started this course to submit a review.

Course Content

Session 2: Professional Behaviour, Ethics & Confidentiality
Session 3: CV Writing, LinkedIn, Interview Skills & Employment Law
Session 4: IT Basics, Data Security, POPIA & AI in Accounting
Session 6: Revenue Recognition & What Makes a Valid Invoice
Session 7: VAT: Output Tax, Input Tax, Zero-Rating & Exemptions
Session 9: Cost of Sales, Operating Expenses & Accruals
Session 10: Payroll: PAYE, UIF, SDL & Processing a Payslip
Session 11: Payroll Submissions: EMP201, EMP501, IRP5 & eFiling
Session 14: Cash Management & Bank Reconciliation
Session 17: Management Accounts: Preparation, Analysis & Presentation
Session 18: Budgets, Variance Analysis & Internal Controls
Session 20: Capital Gains Tax, Dividends Tax & Other SA Taxes
1 of 2