Support Centre

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Keep trainees, accreditation, and quality standards intact while you transfer from your current professional body to CIBA.

Transferring Your Training Office to CIBA

1. Quick Overview

  • We re-approve training offices so your firm can continue hosting trainees without interruption. 

  • We help map logbooks, rotations, supervisors/mentors, and competency outcomes to the CIBA framework to keep cohorts on track. 

2. Step-by-Step Instructions (Action section)

Before you begin: You, as the trainer, must first transfer and hold an active CIBA Chartered Business Accountant in Practice designation or equivalent. Once confirmed, proceed with the Approved Training Office (ATO) Transfer. 

  1. Confirm the trainer’s CIBA designation (Transfer) 

    • Complete the CIBA designation transfer for the CBAP trainer and ensure status is active. 

  2. Start the ATO application (Transfer) 

    • In the Member Portal, begin the application for an Approved Training Office  

  3. Pay the ATO application fee (R1,150) & upload required documents 

    • CIPC Registration Documents 

    • SARS Tax Compliance Status (TCS) Certificate or PIN  

    • Proof of Financial Stability (annual financial statements) 

    • Proof of Premises (Lease Agreement or Deed) 

    • Signed Employment Contract or SLA of the Training Officer (if not listed in CIPC) 

    • Evidence of Internet Connectivity  

    • Confirmation of Laptops for Trainees   

    • List of Trainees (if already in place) 

  4.  Verification & approval 

    • Respond to any findings, receive the accreditation letter, onboard trainees/mentors, and set assessment cycles. 

    Resignation note: Ensure you’ve sent all required documents, read the T&Cs/cancellation requirements, and that your transfer is complete before your membership with your other professional body ends/is terminated. 

3. What You’ll Need (Requirements) 

  • Chartered Business Accountant in Practice designation or equivalent for the trainer 

  • R1,150 Application fee 

  • CIPC Registration Documents 

  • SARS Tax Compliance Status (TCS) Certificate or PIN  

  • Proof of Financial Stability (annual financial statements) 

  • Proof of Premises (Lease Agreement or Deed) 

  • Signed Employment Contract or SLA of the Training Officer (if not listed in CIPC) 

  • Evidence of Internet Connectivity * 

  • Confirmation of Laptops for Trainees   

  • List of Trainees (if already in place) 

4. Common Mistakes to Avoid

  • Assuming accreditation auto-transfers 
    Instead, do: complete CIBA Approved Training Office application. 

  • Unqualified supervisors  
    Instead, do: confirm designation/experience & CPD requirements.

5. Common Mistakes to Avoid (if applicable) 

  • Don’t: Expect automatic carry-over - Instead, do: complete the IR transfer to CIBA.

  • Don’t: Only updating your website - Instead, do: update all engagement letters and proposals once approved and incorporate your CIBA seals and certificates.

6. Related Resources

  • Using Professional Practice Guides 

  • What Counts as CPD

  • Starting a New Application

7. Need more help

Log a Support Ticket with subject “Training Office Transfer” and attach your compliance pack checklist to schedule a scoping call.