Career Guidance System Knowledge Guide

Knowledge Guide - Front Cover
Knowledge Guide Prepared for Angeli Mae Soabas
Knowledge Guide - Technical

Members only
Developing Competent Proficient

Taxation Financial planning Forensic accounting Financial accounting Financial/financial risk management Audit and assurance Insolvency Management accounting Corporate governance
Expert
Taxation
Suggested knowledge resources for the next level of Competent.
DEVELOPING
Training - online learning, face to face workshop & print material

An introduction to recording and reporting Business activity statements - fundamentals Income tax, BAS and accounting fundamentals Payroll intensive Your Rating Next Level Preparing company tax returns Trust Fundamentals
Now you can see your current competencies. Under each competency, we have suggested some knowledge resources to help you work towards the next level. Knowledge resources suggested may be trainings, readings or events for knowledge exchange and networking. Keeping in mind your goals, plan a realistic path to acquire the suggested knowledge by using the Development Plan on the back of your printed Knowledge Guide. You can access the knowledge resources by clicking on the relavent links under each competency or learn more about CPA Australia from our website.
Reading - online books & references

2010 Tax checklists. CPA Australia Henry Tax Review resources CPA Australia's submission on Australia's future tax system retirement income consultation paper 2009 Tax and Social Security Guide 2010-11 Malaysian GST resources Superannuation fund return preparation checklist 2009, CPA Australia Corporate Tax Risk management. In The Black podcast
Financial planning
Suggested knowledge resources for the next level of Proficient.
COMPETENT
Forensic accounting
You have not assessed yourself in this competency area.
ASSESS

SMSF investment and trustee issues SMSF taxation, legislation and regulations

Super freedom: create a worry-free financial future in 6 steps by Trish Power (2011) Self-managed superannuation funds insights survey 2009,CPA Australia Superannuation guide 2009-2010, CPA Australia Plan for managing your retirement risk, by Moshe A Milevsky (2010) Guidance note for public practitioners advising on self-managed superannuation funds Self-managed superannuation funds trustee education program 30 ways to build your wealth,CPA Australia Watch your step. FOFA reforms. In the Black article. SMSF Auditor registrations details announced. In the Black article PricewaterhouseCoopers 2009 Guide to Tax and Financial Planning, PricewaterhouseCoopers LLP (2008) 2008 Field guide to financial planning, Donald Cady (2008)
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Knowledge Guide - Technical cont.
Financial accounting
COMPETENT
Financial/financial risk management

ASSESS

Accounting for employee benefits & share-based payments Accounting for non financial assets and associated liabilities Accounting for subsidiaries, associates and joint ventures Annual financial statements - understanding disclosures Cash flow statements preparation Consolidated cash flow statements IFRS 6 Exploration for and evaluation of mineral resources Introduction to derivatives and hedging Key concepts in business combinations IFRS 2 Mastering impairment testing and principles Recognising, measuring and accounting for financial instruments Statement of cash flow - Introduction, analysis, preparation and consolidation Deloitte IFRS / standard

Financial statements: a step-by-step guide to understanding and creating financial reports by Thomas Ittelson (2009) Accounting and finance policies and procedures by Rose Hightower (2008) Wiley IFRS 2012: interpretation and application of international financial reporting standards by Bruce Mackenzie et al (2012) Wiley IFRS: practical implementation guide and workshop, by Magnus Orrell et al (2008) Financial Accounting by Donald Kieso, Jerry Weygandt & Paul Kimmel (2008)
Audit and assurance

COMPETENT
Insolvency
ASSESS

SMSF - Financial statement and compliance audit

Brink's modern internal auditing, Robert Moeller (2009) Independence guide: Interpretations in a co-regulatory environment (Joint Account Bodies publication) Addressing the new quality control standards by James Shmutte and John Thieling The CPA Journal. New York: Jan 2010. Vol. 80, Iss. 1; pg. 52, 4 pgs Auditing and Assurance fact sheets. CPA Australia Financial reporting fact sheets. CPA Australia
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Knowledge Guide - Technical cont.

Members only
Management accounting
ASSESS
Corporate governance
Suggested knowledge resources for the next level of Expert.
PROFICIENT

Accounting in Reduced Disclosure Regime-Webinar Centro Case-Webinar

Essentials of corporate governance, Sanjay Anand (2007) Shareholder proposals, board composition and leadership structure, by Diane Schooley. Journal of managerial issues. Summer 2010, vol. 22; iss 2; p. 152 Corporate governance: how to add value to your company: a practical implementation guide, Alex Knell (2005) Sarbanes-Oxley Ongoing Compliance Guide: Templates, Key Processes, and Summary Checklists by Anne M. Marchetti (2007) A risk management approach to business continuity: aligning business continuity with corporate governance, Julia Graham and David Kaye (2005)
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Knowledge Guide - Business

Members only

Leveraging technology Project management Business analysis and risk management Regulatory environment Financial modelling and business planning Customer focus Management Business development Business context - domestic and global
Expert
Leveraging technology
PROFICIENT
Currently there are no scheduled trainings or events.

Enterprise Web 2.0 fundamentals by Krishna Sankar & Susan Bouchard (2009) Groundswell: winning in a world transformed by social technologies by Charlene Li & Josh Bernoff (2008) Your Rating Next Level Business management of information technology, CPA Australia Network security auditing, by Chris Jackson (2010) Excel for Accountants by Conrad Carlberg (2007)
Social media 101: tactics and tips to develop your business online, by Chris Brogan (2010)
Project management
PROFICIENT
Business analysis and risk management

ASSESS

SkillsNet Suite - Advanced project management

Fast projects: project management when time is short, by Fergus O'Connell (2009) 97 things every project manager should know (2009) Project Management Accounting: Budgeting, Tracking, and Reporting Costs and Profitability by Kevin R. Callahan, Gary S. Stetz and Lynne M. Brooks (2007) Emotional Intelligence for Project Managers: The People Skills You Need to Achieve Outstanding Results, by Anthony C. Mersino (2007)
Regulatory environment
PROFICIENT
Financial modelling and business planning

COMPETENT

Essentials of Sarbanes Oxley by Sanjay Anand (2007) Essentials of enterprise compliance, by Susan D Conway and Mara E Conway (2008) Information nation: seven keys to information management compliance, by Randolph Kahn and Barclay Blair (2009) Lost in time. OH&S. In The Black article.

Financial Modeling by Simon Benninga (2008) Finanacial management of not-for-profit organisations,CPA Australia Financial analysis and modelling using Excel and VBA, by Chandan Sangupta (2009) Pro excel financial modeling: building models for technology startups, by Tom Y Sawyer (2009) Building financial models with Microsoft Excel: a guide for business professionals, by K Scott Proctor (2009)
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Knowledge Guide - Business cont.
Customer focus
COMPETENT
Management
COMPETENT

Guerilla marketing goes green, by Shel Horowitz and Jay Conrad Levinson (2010) How to design a great customer experience, by Fred Wiersema (2010) Winning customers with commitment, by Gary Hirshberg (2010) Knocking on the cellar door. .In The Black article. Managing Customers for Profit: Strategies to Increase Profits and Build Loyalty by V. Kumar (2008) 101 Ways to Improve Customer Service: Training, Tools, Tips, and Techniques by Lorraine L. Ukens (2007)

The busy manager's guide to delegation by Richard Luecke & Perry McIntosh (2009) Handbook of Management Techniques, Revised Third Edition by Michael Armstrong (2006) Perspectives on managing employees, by A Michael (2009) A Manager's Guide to Coaching: Simple and Effective Ways to Get the Best Out of Your Employees by Brian Emerson; Anne Loehr (2008) Five Key Principles of Corporate Performance Management by Bob Paladino (2007)
Business development
ASSESS
Business context - domestic and global

PROFICIENT

INTHEBLACK- online assessment test for PD hours

Emissions trading and other related policy initiatives, CPA Australia The Carbon Pollution Reduction Scheme: A brief overview. CPA Australia Risk management guide for small and medium sized businesses, CPA Australia CPA Australia"s submission on Australia's future tax system October 2008,CPA Australia Australian Pre-Budget submission 2010-2011, CPA Australia Climate Change Policy: Carbon tax versus an emissions trading scheme-the debate between experts, CPA Australia Safe Havens. In The Black article. Capitalism at the crossroads: next generation business strategies for a post-crisis world, by Stuart L Hart (2010)
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Knowledge Guide - Personal Effectiveness

Members only

Quality assurance Self awareness Results achievement Problem solving and decision making Critical analysis and professional judgement Ethical behaviour Teamwork Business communication Building relationships and interpersonal skills
Expert
Quality assurance
PROFICIENT
Your Rating
Next Level
Self awareness
You have assessed yourself as an Expert.
EXPERT
Results achievement
PROFICIENT

151 quick ideas for delegating and decision making by Robert Dittmer & Stephanie McFarland (2007) The Power of a Positive Attitude: Discovering the Key to Success by Roger Fritz (2008) Raise your game: how to succeed at work by Peter Shaw (2009) Setting Priorities: Personal Values, Organizational Results by Talula Cartwright (2007)

Time Management: Increase Your Personal Productivity and Effectiveness by by Harvard Business School Publishing (2005) Key performance indicators: developing, implementing, and using winning KPIs by David Parmenter (2007)
Problem solving and decision making

EXPERT
Critical analysis and professional judgement

PROFICIENT

Harvard: Case in Point (Decision Making)

Decide & conquer: make winning decisions and take control of your life by Stephen Robbins (2003) The truth about making smart decisions by Robert Gunther (2008)

Business and Competitive Analysis: Effective Application of New and Classic Methods by Craig Fleisher and Babette Bensoussan (2007) Classic Drucker: essential wisdom of Peter Drucker from the pages of Harvard Business Review, by Peter Drucker (2006) Critical thinking: strategies for decision making by Daniel Feldman (2002) Critical thinking: tools for taking charge of your professional and personal Life by Linda Elder & Richard Paul (2002)
Ethical behaviour
PROFICIENT
Teamwork
EXPERT

Ethics for trainers: workplace issues by Jennie Johnson (2005) Ethical business by Linda Ferrel, O C Ferrel (2009)

Mastering Virtual Teams: Strategies, Tools, and Techniques That Succeed, Third Edition by Deborah L. Duarte; Nancy Tennant Snyder (2006) 6 habits of highly effective teams by Stephen Kohn & Vincent OConnell (2007)
Essentials of Business Ethics: Creating an Organization of High Integrity and Superior Performance by Denis Collins (2009) Business ethics by Axzo Press LLC (2003)
Team Building: Proven Strategies for Improving Team Performance, Fourth Edition by William G. Dyer, W. Gibb Dyer Jr. and Jeffrey H. Dyer (2007) The Team-Building Tool Kit: Tips and Tactics for Effective Workplace Teams, Second Edition by Deborah Mackin (2007)
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Knowledge Guide - Personal Effectiveness cont.

Members only
Business communication
PROFICIENT
Building relationships and interpersonal skills

PROFICIENT

Communication Skills 5 Pack

Communication in the Workplace by Baden Eunson (2007) Interpersonal communication skills in the workplace by Perry McIntosh et al. (2008) Organizational communication (2003) Bridging the Culture Gap: A Practical Guide to International Business Communication by Penny Carte & Chris Fox (2008) Communication skills for managers by Janis Fisher Chan (2002) Inquisition by media Social Media DIY. In The Black article Facebook's stealth email changes has few fans. In The Black article.

151 quick ideas to improve your people skills by Robert Dittmar & Stephanie McFarland (2008) Make Your Contacts Count: Networking Know-How for Business and Career Success, Second Edition by Anne Baber and Lynne Waymon (2007) Lessons in People Management by Tom Mochal and Jeff Mochal (2005) Disagreements, Disputes, and All-Out War: 3 Simple Steps for Dealing with Any Kind of Conflict by Gini Graham Scott (2007) How to become a better negotiator by Ron Fry (2008)
Page 8
Knowledge Guide - Leadership

Members only

Planning - short and long-term Strategic development and vision setting Developing and managing people Change management Strategic influencing Encouraging innovation Diversity consciousness Global perspectives Ethical and social behaviour
Expert
Planning - short and long-term

COMPETENT

Best practices in planning and performance management: radically rethinking management for a volatile world Business plan project: a step-by-step guide to writing a business plan Your Rating Next Level Best Practices in Planning and Performance Management: From Data to Decisions, Second Edition by David A.J. Axson (2007)
Strategic development and vision setting

ASSESS
Developing and managing people

Suggested knowledge resources for the next level of Competent.
DEVELOPING

Harvard 'Stepping up to Management' (8 Modules) Leadership and Management 10 Pack Moving into Management - 5 Pack Management Essentials Quick Pack Essentials of interviewing and hiring Quick Pack

The manager's guide to maximizing employee potential: quick and easy strategies to develop talent every day by William Rothwell (2009) The Truth About Managing People, Second Edition by Stephen P. Robbins (2007) The Truth About Getting the Best From People by Martha I. Finney (2008) Impact of telework on work practices in the accounting profession, CPA Australia
Change management
PROFICIENT
Strategic influencing
COMPETENT

Harvard 'Case in Point' (Communication)

Managing change by Patrick Forsyth (2012) The manager as change leader by Ann Gilley (2005) Leading strategic change: breaking through the brain barrier by Stewart Black and Hal Gregerson (2003) The Truth About Thriving in Change by William S. Kane (2008) The AMA handbook of leadership by Marshall Goldsmith et al. (2010)
Harvard: Case in Point (Leading others) Leadership and Management 5 Pack Harvard Business Publishing:Leadership Simulations

The Pfeiffer book of successful conflict management tools by Jack Gordon (2007) Positive Management: Increasing Employee Productivity by Jack Walters (2010) Organizational Culture and Leadership by Edgar Schein (2010)
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Knowledge Guide - Leadership cont.
Encouraging innovation
PROFICIENT
Diversity consciousness
PROFICIENT

Thinking creatively by George Boulden (2002) The seeds of innovation: cultivating the synergy that fosters new ideas (2002)

Cultural Intelligence: Individual Interactions Across Cultures by P. Christopher Earley and Soon Ang (2003) Communicating across cultures by Don Prince & Michael Hope (2001)
The Green Business Guide: A One Stop Resource for Businesses of All Shapes and Sizes to Implement Eco-friendly Policies, Programs and Practices by Glenn Bachman (2009)
Diversity by Axzo Press LLC (2002) Putting diversity to work how to successfully lead a diverse workforce by Simma Liberman et al. (2003)
Global perspectives
ASSESS
Ethical and social behaviour

PROFICIENT

Better green business: handbook for environmentally responsible and profitable business practices by Eric Olson (2009) Business Ethics as Practice: Ethics as the Everyday Business of Business by Mollie Painter-Morland (2008) The A to Z of Corporate Social Responsibility: A Complete Reference Guide to Concepts, Codes and Organisations by Wayne Visser (2007) Corporate Social Responsibility: Doing the Most Good for Your Company and Your Cause byPhilip KotlerandNancy Lee John Wiley and Sons 2005 Carbon Finance: The Financial Implications of Climate Change by Sonia Labatt and Rodney R. White (2007) Japan's road to recovery. In THE Black article
Page 10
Knowledge Guide - Notes
Knowledge Guide - Notes
Page 11
Knowledge Guide - Career Development Plan
Career Development Plan
Name Current role Short term goals

Timeframe
Plan period
from to
Long term goals

Timeframe
Competency assessment List the key competency areas identified from your self-assessment for development.
Development plan List the suggested knowledge resources and job experience you wish to complete, to work towards achieving the next level of competency and your career goals. Set realistic timeframes for completion. Knowledge resources & job experience Date for completion Achieved
Review your progress and next assessment Set a realistic timeframes to review your progress and achievement, for example, 3 month intervals. Plan a Career Guidance System re-assessment at reasonable intervals.
Review progress date Re-assessment date
Page 12

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Knowledge Guide - Front Cover

Knowledge Guide Prepared for Angeli Mae Soabas

Knowledge Guide - Technical

Knowledge Guide - Technical

Developing Competent Proficient

Training - online learning, face to face workshop & print material

Reading - online books & references

Training - online learning, face to face workshop & print material

Reading - online books & references

Knowledge Guide - Technical

Knowledge Guide - Technical cont.

Financial/financial risk management

Training - online learning, face to face workshop & print material

Reading - online books & references

Audit and assurance

Training - online learning, face to face workshop & print material

Reading - online books & references

Knowledge Guide - Technical

Knowledge Guide - Technical cont.

Training - online learning, face to face workshop & print material

Reading - online books & references

Knowledge Guide - Business

Knowledge Guide - Business

Developing Competent Proficient

Currently there are no scheduled trainings or events.

Reading - online books & references

Business analysis and risk management

Training - online learning, face to face workshop & print material

Reading - online books & references

Financial modelling and business planning

Currently there are no scheduled trainings or events.

Currently there are no scheduled trainings or events.

Reading - online books & references

Reading - online books & references

Knowledge Guide - Business

Knowledge Guide - Business cont.

Currently there are no scheduled trainings or events.

Currently there are no scheduled trainings or events.

Reading - online books & references

Reading - online books & references

Business context - domestic and global

Training - online learning, face to face workshop & print material

Reading - online books & references

Knowledge Guide - Personal Effectiveness

Knowledge Guide - Personal Effectiveness

Developing Competent Proficient

Currently there are no scheduled trainings or events.

Currently there are no scheduled trainings or events.

Currently there are no scheduled trainings or events.

Reading - online books & references

Reading - online books & references

Problem solving and decision making

Critical analysis and professional judgement

Training - online learning, face to face workshop & print material

Currently there are no scheduled trainings or events.

Reading - online books & references

Reading - online books & references

Currently there are no scheduled trainings or events.

Currently there are no scheduled trainings or events.

Reading - online books & references

Reading - online books & references

Knowledge Guide - Personal Effectiveness

Knowledge Guide - Personal Effectiveness cont.