Professional Certificate in Tax Advisory and Opinions


Date: Jul 26, 2024 - Nov 25, 2024

Application fee: R1,950.00

Price: R16 950

Lecturer: Johan Heydenrych
CA(SA)

Research into future skills has determined that it is critical for tax professionals to not only be tax subject matter experts, but also to be equipped to advise their clients on complex and dynamic business transactions. This requires the ability to identify tax issues and the best course of action from both a business and a tax perspective.

Please see full course payment breakdown below.

Overview

Research into future skills has determined that it is critical for tax professionals to not only be tax subject matter experts, but also to be equipped to advise their clients on complex and dynamic business transactions.

This requires the ability to identify tax issues and the best course of action from both a business and a tax perspective. This course will also focus on the professional skill to draft and present valid opinions that mitigates the risk and liability for the taxpayer through several real-case scenarios.

Expand your network online with The Tax Faculty as you learn alongside a cohort of like-minded individuals and gain essential skills for the future of work.


Mode of delivery

Online with flexible weekly study plans.


Effort and duration

Duration: Four months.

Weekly effort: Four to six hours per week.


What you will learn in this course

The course is delivered online and covers the following modules, topics and practical areas:

Module 1: Tax research

  • Overview of tax research.
  • Legislation.
  • South African Revenue Service (SARS) interpretation.
  • Judicial decisions.
  • Other research sources.

Module 2: Tax advisory

  • What constitutes a tax opinion.
  • Opinion formats.

The course is for you if:

  • You are a registered tax practitioner and need to build your tax advisory skills.
  • You are an associate manager at an advisory firm, or a person transitioning into associate manager level.
  • You are an in-house tax practitioner at a large corporate firm and need to build your confidence, skills, and competencies to apply principles in your daily work.
  • You are seeking the experience and practical scenarios to respond to tax advisory work.

Admission requirements

A solid foundation of taxation is required for this course, particularly corporate taxation. The admission requirements are, therefore:

  • NQF 7 with tax as a subject and two-years tax experience.
  • Alternatively, the Occupational Certificate: Tax Technician (NQF 6) with an additional two-years tax working experience.

Outcomes

After successful completion of this course, you will be able to:
  • Clarify and define the tax issues across tax types.
  • Identify the relevant legislation, regulations and judicial decisions pertaining to the issue at hand.
  • Formulate an opinion on the best course of action to address or mitigate the issue.
  • Draft a projection on the impact the course of action will have on the entity’s tax liability.

Accreditation

This course is presented as a short learning programme (SLP) by The Tax Faculty (TTF). TTF is recognised as a continuous professional development (CPD) provider by controlling bodies accredited in terms of the Tax Administration Act, 2011 (Act No 28 of 2011), and holds accreditation with the Quality Council for Trades and Occupations (QCTO) as a skills development partner (SDP) under the Skills Development Act, 1998 (Act No 97 of 1998).


Assessment and award of certificate

Learners are assessed via a number of practical assignments and a final integrated assessment. Successful learners will receive a SLP certificate of competence issued by The Tax Faculty.

In addition, this just-in-time learning programme also qualifies for verifiable Tax CPD.


Student support and online campus

The academic and practical skills component of the qualification is delivered on The Tax Faculty's online Tax Campus.

This will be your virtual campus for the duration of the programme. The course is presented as micro-learning videos, study guides, practice quizzes, discussion forums, practical case studies, assignment briefs and guided presentations on how to master case studies and assignments. Academic lecturers are available on the Q&A portal as they would be in a classroom.

At the beginning of each semester, you'll be presented with the course content plan, a study plan and important assignment dates which are set out at manageable deadlines. This will help you study at your own pace.

In addition, you will be allocated a course consultant who will help you navigate the online campus, support you with your weekly participation and deadlines, and will be able to answer any administrative queries you may have.


Flexible payment options

Payment option 1: Once-off payment

Total: R16 950.00.

Payment option 2: Debit order

Application fee (non-refundable): R1 950.00.

Four instalments: R4 450.00 per month.
Total: R19 750.00.


* First debit order will be collected on course start date. Remaining debit orders will be collected on the first working day of each month.


Payments and cancellations

  • All required minimum payments must be made by direct EFT or by credit card before the commencement of a course. The once-off payment is required to be paid before the course start date, as well as the application fee of learners on a debit order plan (the first debit order is also required on the start date of the course).
  • Kindly note that should debit order payment terms not be adhered to; legal action will be taken and access to the online learning platform suspended.
  • Proof of payment may also be requested before access to the online platform will be communicated, should your payment not reflect on The Tax Faculty’s bank account.
  • Only written notice of cancellation will be accepted.
  • Learners who have failed to successfully complete the course and wish to repeat, will be charged the full normal fee to repeat.
  • To view our full terms & conditions click here.

Conditions

For all short learning programmes (SLPs) with a seven-month or less rollout period, the following will apply:

  • If the cancellation is requested more than 10 working days prior to the course start date, no cancellation fee will be applicable.
  • If the cancellation occurs less than 10 working days prior to the course start date, a 100% cancellation fee will be applicable.
  • Students who register for a course and fail to attend will be held liable for the full course fee.
  • The course application fee is non-refundable.
  • The Tax Faculty’s liability in the case of a course being cancelled will be limited to a refund of the course fee.

Why wait?

Get your application in to avoid disappointment. Click below to start your application.


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