IBASA Membership and Critical Skills Letter APPLICATION FORM Logo

  • IBASA Membership and Critical Skills Letter APPLICATION FORM

    Please do not "Refer to CV" - Kindly Complete all details on this form as requested. Should you wish to send CV to verify your qualifications and/or experience you are welcome to do so, but this form must still be completed in full. Please note that the Excel Version of this Form is available should you struggle to Fill in the Form Online and will be sent to you upon request.

  • Critical Skills Letter Applicant

    Please note that that IBASA Membership is FREE for 12 months and an annual renewal Fee is due after Twelve Months

  • 3 Membership

  • 5. Accredited Professional Body Membership

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  • 6. Business Experience

    We need details of your career to date, please tell us about your experience in business, either as an employee (E), a manager (M), or an owner (O). Please note: We do not accord recognition for more than one business experience per year so where two businesses/jobs were held recognition will only be given in respect of the most significant one.

  • Business Related Experience as an Employee (E), Manager (M), Owner (O)

  • 7. Business Advisory Experience

    We need details of your experience as a Business Advisor, in terms of the number of years, number of sessions with each client, specific businesses you have mentored as well as the type of mentorship service you provided (e.g financial, general, marketing, HR etc.)

  • Please note for "Business Advisor Experience" we are looking to have you indicate the length of time that you have been with a client - if you have been with the client for 6 months, it would be calculated as (6/12) = 0.5. Please also include the longest customers you serviced as it is possible to have over 100 sessions with them over the years as we would like to acknowledge that work as well in the form.

  • The number if sessions is referred to as half a day. If you have a frequent engagement whereby you see the client frequently that too should be converted to sessions and entered. We are aware that there are numerous engagements with the client and that may not be possible to give all the encounters and as such we rely on you to give us an understanding of the number if sessions based on your discretion.

  • 8. Specialist Skills

    In order to be recognised as a specialist Advisor a member must supply proof of at least one or more of the following:

  • a. A recognised SAQA level 6 or equivalent qualification from an accredited tertiary institution in the field of claimed expertise AND be a member of an accredited professional body that is related to that field of expertise, e.g SAIPA

  • b. Have practiced in the field of specification for more than 4 years AND have advised at least 6 clients for whom a successful specialist business advising interventions (e.g turn-around) was performed AND be a member of an accredited body that is related to that field of expertise, e.g SAIPA

  • 9. Skills Matrix

  • 10. Application Fees

  • a) Critical Skills Assessment

    Critical Skills certification (Including applications and membership) amounts to R5 000.00 upon submission of all required documentation stated above.

    All Applicants will be assigned an applicable membership grade for a period of 12 months from date of certification

    b) General Membership Application

    Application Fee:   R 600.00

    Annual Subscription Fee for:

    Business Advisor (BA) : R1 100.00

    Principal Business Advisor (PBA) : R 1 400.00

    Certified Business Advisor (CBA) : R 1 700.00

    Fees are payable before Membership is confirmed

    c) Regrading

    Regrading Fee: R 600.00 (Regrading cannot be considered prior to membership being confirmed)

    EFT Payments should be deposited into the following Bank account:

    Account Holder: Institute of Business Advisors NPC

    ABSA BANK, Menlyn Square 

    Account Number: 405 192 4394

    Brank Code: 520 345

    email proof of payment to admin@ibasa.org,za / info@ibasa.org,za

  • 11. Marketing Information

  • Is is a condition opf membership of IBASA that the IBASA Code of Conduct is signed by all applicants prior to membership being confirmed

    CODE OF CONDUCT

    All members of the institute shall:-

    1. Conduct themselves in a manner consistent with the high standards and good reputation of professional Business Advisors and the Institute. They shall act with fairness and integrity towarsd all persons with whom their work is connected, and towards other members, in compliance with the letter and the spirit of current statutory and other legal requirements.

    2. Maintain objective, professional standards and ensure that the legitimate interests of the clients being advised are paramount in any recommendations and advice given.  The client's interests should rank ahead of any other business pressure on, or business copmmitment of the Business Advisor.

    3. Not attempt to sway the client's judgement to obtain commercial or pecuniary benefit for the advisor or his/her employer.

    4. Not act recklessly or maliciously injure or attempt to injure, whether directly or indirectly, the professional reputation of another person or company.

    5. Have proper regard for the professional standards expected of a member and shall not continue in work for which they are not competent without first obtaining such advice or assistance as is necessary to enable the work to be carried out competently.

    6. Maintain professional independence at all times without control or influence from others and, in the event of any potential or current conflict of interest arising, inform all interested parties and offer to withdraw.

    7. Ensure that any privileged information from a client or other relevant source in the course of an assignment is kept confidential in the absence of any public duty or legal obligation to disclose that information.

    8. Where advice based on their skill and judgement is not accepted, take all reasonable steps to ensure that anyone overrulling or neglecting the advice is aware of any consequences that they believe may result from such overrulling or neglect.

    9. Not act in any way that contravenes the Code of Conduct of any other professonal Bodies of which they are members and shall see guidance from the bodies concerned should any potential conflict arise.

    10. Accept to maintain membership of the Institute of Business Advisors Southern Africa in  Good standing status by paying membership subscription fees promptly when they become due, and to advise the Institute in writing should they at any time wish to discontinue their membership.

    NOTE: Statutory requirements in item 1 includes adherence to the Financial Advisory and Intermediary Services Act (FAIS) and the Financial Intelligence Centre Act (FICA) in whatsoever extent these affect business advisory serbvices to member's clients.

    Disciplinary Action

    Accept that any member may be required to answer enquiries from the Institute concerning their professional conduct.  Failure to respond within 21 days may lead to suspension and withdrawal of membership.

    Any actions found to be in contravention of the Institute's Code of Conduct or the guidelines on professional Independence may incur disciplinary action after investigation and consideration by a Commission nominated by the Board of the Institute.

    ACKNOWLEDGEMENT OF ACCEPTANCE OF IBASA CODE OF CONDUCT

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