Public Practice Program

The Public Practice Program is a prerequisite to the Certificate of Public Practice, for starting practice or for CPP holders needing to update their knowledge to comply with regulatory requirements.

Content Description

The Public Practice Program is a prerequisite to the Certificate of Public Practice, for starting practice or for CPP holders needing to update their knowledge to comply with regulatory requirements.

Offering a uniquely interactive and flexible learning experience, this leading-edge program has been designed to empower new practitioners for future success.

You will learn a mix of technical and practical skills, delivered via eLearning and a two-day workshop.

Program Framework

eLearning – technical essentials

  • Complete regulatory compliance at your own pace
  • Four interactive modules (being in practice, ethics, risk management, monitoring quality)
  • Each module takes between 30 minutes and two hours
  • Library of resources for ongoing learning

Two-day workshop – business management essentials

  • Practical application of theory from eLearning
  • Learn best practice business management skills from industry experts
  • Participate in discussions and syndicate group work
  • Collaborate, network and learn from other public practitioners

Learning Outcomes

Upon satisfactory completion of this activity you will be able to:

  • Apply for your Certificate in Public Practice
  • Comply with regulatory requirements


  • Be empowered with the practical business management and technical skills required for reaching the next level of your career.
  • Completing the Public Practice Program provides the confidence of having the core skills necessary to become a successful CA in practice.
  • Gain the full spectrum of leadership skills to navigate today’s business world.


Prior to clicking on 'Register Now' button, please ensure you have created either a member or non-member account within our estore. Please click on the 'Create Account' button or 'Login' button in the top right hand corner of your screen. 


Module 1: Being a Public Practitioner

This module showcases a number of diverse members and their practices outlining how they operate, represent the brand and prosper. It assists participants to recognise the main types of public practice and associated benefits. Participants will learn about the organisations that govern and guide public practices and how this impacts them as professionals.

Upon satisfactory completion of this activity you will be able to:

  • Recognise at least four types of public practice and why a chartered accountant requires a certificate to operate in public practice.
  • Explain the obligations and responsibilities of a professional in public practice including their responsibilities as managers. 
  • Identify the entities that govern and guide public practice at a national and international level.

Module 2: Acting Ethically in Public Practice

This module assists participants to recognise and problem-solve ethical dilemmas. Participants will be presented with scenarios illustrating how the five fundamental principles are applied in practice and why they are so important to the bottom line. The module demonstrates what acting in the public’s interest means for a Chartered Accountant and what it means to operate within an ethical framework by applying the fundamental principles to day-to-day practice.

Upon satisfactory completion of this activity you will be able to:

  • Identify the five fundamental principles that are core to the Code of Ethics.
  • Apply the fundamental principles in practice.
  • Determine the existence of threats that impact the fundamental principles in practice.
  • Determine the necessary safeguards needed to manage threats.

Module 3: Managing Risks in Public Practice

This module explains the co-dependent nature of maintaining professional standards, complying with rules and regulations, measuring and maintaining quality and maximising risk management approaches.

Participants will discover how risk management enhances operational effectiveness and efficiency and minimises financial loss. They will learn the importance of embedding a culture focused on being proactive and minimising risk.

Upon satisfactory completion of this module you will be able to:

  • Identify common areas of risk in public practice.
  • Use the risk management framework and risk ranking table to assess risks.
  • Recognise how to proactively manage the risks associated with client engagement letters, fee set up and the ownership of books and records.
  • Describe the professional obligations for receiving and disbursing client monies.
  • Recognise the benefits and requirements of Professional Indemnity insurance and its’ role within a proactive risk management strategy.
  • Describe the elements of a system of quality control, their importance and how to develop and implement them.
  • Appreciate the various service areas and the associated standards and requirements for Chartered Accountants.

Module 4: Monitoring Quality in Public Practice

This module highlights the importance of quality and practice reviews and their impact on a practice. Participants will see how a quality review framework assists to identify required improvements in a practice.  Identify the professional behaviours required in public practice and the review and disciplinary sanctions applied when behaviours are inappropriate.

Upon satisfactory completion of this module you will be able to:

  • Recognise the benefits of monitoring the quality of work performed by public practitioners and how this relates to the success of a practice.
  • Describe the process followed by Chartered Accountants ANZ during a Quality and Practice Review process.
  • Identify common professional conduct issues and how they materialise.
  • Describe Chartered Accountants ANZ’s conduct investigation and disciplinary processes and when these may occur.


Day 1 Business Success and Practice Management

Session 1: A Prosperous Practice

Chartered Accountants enter public practice for different reasons and define prosperity differently.

This session assists practitioners to broaden their perspectives by introducing discussion around the many criteria and competing factors impacting business success in order that they test the validity of their career and business goals.

Participants discuss what prosperity means to them, are introduced to the views of a diverse range of experienced practitioners and conclude the key approaches and skills sets required from both a partner and sole trader in developing and sustaining a prosperous practice.

Upon satisfactory completion of this session, you will be able to:

  • Explain what prosperity means to them as a public practitioner.
  • Describe the inter-related factors that contribute to a prosperous public practice.
  • Identify the skill sets required in order to develop and sustain a prosperous practice.

Session 2: Future Focused

This session presents future modes of work and trends in the accounting profession and how these might impact accountants in public practice.

Participants are introduced to strategic thinking processes that drive wise decision making in volatile business environments.  They are encouraged to assess their strategic business plans with a future focus in mind.

Upon satisfactory completion of this module you will be able to:

  • Describe the changing dynamics of the accounting profession and anticipate new ways of working.
  • Develop the problem solving and decision making skills necessary for constant change and adaptability.
  • Analyse their career and practice assumptions against future work possibilities/opportunities.
  • Assess and integrate new ideas into their business strategy formation.

Session 3: Business Models

Moving from strategic to tactical, participants are exposed to a variety of public practice business models, strategies and tactical practices that could be utilised to support their selected business strategy.

Using diagnostic tools to understand the interrelationships between vital business levers such as value, cost, quality and profit, they further define the shape of their business offering and how it will meet the needs of their preferred client group in changeable times.

Upon satisfactory completion of this module you will be able to:

  • Describe a number of diverse public practice business models and how they relate to specific business strategies.
  • Assess new trends and business practice models and appraise them for inclusion in their own practice.

Session 4: Optimising Public Practice

Integrating the knowledge gained from completion of the eLearning modules with the strategic planning work completed earlier in the day, participants will discuss and refine their practical operational plans.

Topics such as ethics in practice, risk management, quality controls and review, client engagement, staffing operations, management of client monies will be discussed using case studies and diverse expert opinion.

These discussions assist practitioners to decide how they will operate their business, mitigate risk, act ethically and monitor their performance on an on-going basis.

Upon satisfactory completion of this session you will be able to:

  • Examine the key elements of public practice and identify what is most important to them and their practice.
  • Identify ways to optimise practice management through considered and effective leadership by blending complex big picture thinking with tactical operations and compliance.

Day 2 Skills for Success

Session 1: Leading my Practice

This session assists practitioners to appreciate the change in behaviour required when transitioning from ‘employee’ to ‘leader’. They will be introduced to a variety of leadership concepts and skills that can be used to engage and foster their team, peers and clients.

Upon satisfactory completion of this module you will be able to:

  • Explain the differences between leadership, management and governance and when to use each most appropriately to impact culture and performance.
  • Describe the leadership role and responsibilities of a leader in public practice and how leadership impacts practice prosperity.
  • Provide examples of how effective leadership influences partners, principals, the wider team and clients.

Session 2: Fundamental Skills

This session introduces participants to three fundamental skill areas that will assist to inspire, motivate, challenge, develop and lead teams and clients. The areas explored are:

  • Consultative communication
  • Understanding human behaviour
  • Dealing with difficult people
  • Participants will identify their own strengths and weaknesses in these areas and consider how they can further develop these skills to maximise their leadership potential.

Upon satisfactory completion of this module you will be able to:

  • Utilise a variety of behavioural models to better understand human behaviour and to communicate with individuals based on their preferred behavioural styles.
  • Demonstrate effective consultative communication techniques including active listening, purposeful questioning and building rapport and credibility with clients &/or colleagues.
  • Apply strategies for dealing with challenging clients &/or colleagues.
  • Recognise their leadership strengths and weaknesses and devise a plan for improvement.

Session 3: Maximising client relationships

Utilising day one decisions, participants will identify the type of client they wish to engage and discuss strategies for attaining and retaining them.  Key communication skills and a variety of client relationship tools and concepts will be introduced to assist practitioners to work effectively with clients across diverse situations.

Upon satisfactory completion of this module you will be able to:

  • Explain the relationship between customer loyalty and revenue growth.
  • Identify clients that best fit your preferred business direction and options for growing this client base.
  • Describe the four customer segments of the apostle model and how to use this to help analyse customer loyalty and drive customer centricity for your practice.
  • Describe the skill set of a trusted business advisor.

Session 4: Optimising team performance

This session focuses on optimising the key people resources of the practice, assisting practitioners to understand how they can best recruit, develop and motivate their people to meet business objectives.

Practical coaching, managing performance and managing difficult and/or conflict situations skills will be further developed so that risk to the practice is minimised.

Upon satisfactory completion of this module you will be able to:

  • Articulate the benefits of performance management and how it assists in enhancing business success.
  • Identify Employee Performance Model levels and the strategies necessary to support employees to either improving or maintaining their performance.
  • Recognise the benefits to both self, and team members, of a situational approach to leadership.
  • Describe the links between the employee performance model and the situational leadership models.
  • Demonstrate effective coaching techniques by providing both positive and constructive feedback using the four elements of the feedback model; facts, impacts, praise and alternatives.
  • List steps required to address conduct and systemic issues that give rise to claims and grievances.

CA ANZ Facilitators

Venue details for each workshop will be provided on successful workshop registration.

If you are struggling to register through the store page then please see this step by step guide


All applicants must enrol in the program and complete all eLearning components before being granted access to workshop registration. For further information, please view our FAQ document.


Non members - if you have registered for a learning activity with us before, you can register for the program using the same email address and password as previously. Alternatively, you can create a new login by following the prompts on the login screen.


For further details, please contact the Customer Service Centre on AU - 1300 137 322 Monday to Friday 8:00am – 6.00pm (AEST) or NZ - 0800 4 69422 Monday to Friday 8:00am – 6.00pm (NZ time).


Topic: Business Mindset, Ethics & Integrity, People & Leadership

Sub-Topic: Ethics, Leadership, Operational Excellence, Personal Effectiveness, Talent Management

Format: Blended Learning

Proficiency Level: Intermediate

CPD: Upto 18 hours