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Authorisation to train

How do I apply to become a Recognised Training Organisation (RTO)?

It's easy, simply complete our online Application to Train

If you wish to follow up on a recently submitted Application to Train then please get in contact with RTO Review 

Subject to eligibility requirements being met, you will be issued with a letter, which provides provisional authorisation to train. This will allow you to proceed with matters pertaining to the registration of Training Contracts. A member of the Training Support Unit will then make arrangements with you to schedule an Authorisation Visit / Review once you have a trainee on board. 

Due to the ongoing COVID 19 pandemic, any Authorisation / Training Monitoring meetings, previously conducted by an onsite visit, will be held remotely, via MS Teams. The Institute continues to review the position, in line with relevant public health guidelines.

What to have ready for the authorisation meeting

Prior to any Authorisation Visit / Review you will be asked to complete an online Information Request Form. Within that you will be asked to provide information on the following areas; organisational profile, training structure and experience available to trainees (to include summary of client base), understanding of the Institute's Training Regulations and compliance requirements, performance monitoring and mentoring. 

Training Monitoring Visits / Reviews 

Regular (scheduled) visits will be conducted by the Training Support Unit. Subsequent to an Authorisation Visit / Review, a Training Monitoring Visit / Review will be scheduled to take place one year from the date of authorisation and subsequent to this, as detailed in the Institute's Training Regulations (section 4.9), regular Training Monitoring Visits / Reviews will take place every four years or earlier if deemed necessary. The purpose of such is to ensure that the RTO and it's trainees are compliant against the Institute's Training Regulations i.e. CA Diary records are up to date. 

Recruiting trainees

First draft a brief job description, outline what the trainee would be involved in the first six months, year one, year two and so on. You may need to consider job rotations in your business. This document will then assist you draw up a job spec and a training plan. It is recommended that you use the resources, which are available on our website, including the ‘Professional Development Requirements' guide, to structure the areas of experience. We host a free job page called the Training Vacancies list that you can post training opportunities to. If you require any further information on this, please contact the Training Support Unit.

Training Regulations

CLICK HERE TO ACCESS THE INSTITUTE'S TRAINING REGULATIONS

Applications for existing Recognised Training Organisations 

  • Application to train - Practising firm changing to a Limited Company 

  • Application to train resulting from a merger

  • Application to increase student quota

Recommended downloads

  • Training Package 2024_2025
    PDF, 273.01 KB
  • Training Package 2023_2024
    PDF, 271.12 KB
  • Professional Development Requirements_CA Diary
    PDF, 985.86 KB

Have a query?

If you have a query, please refer to our Support & Services page and contact the relevant department with your query.

See Support & Services

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