Training Roadmap

These are the various training roadmaps of roles featured in this toolkit. For each roadmap, you can download the training tracking template as a guide to monitor the training progress of bookkeepers in their respective roles.

Bookkeeper (Generalist)

Tech-enabled Bookkeeper

Skills Required	Training Programmes*	Check-in¹	Milestones (Demonstration of skills)
Digital Fluency (RPA) - Intermediate	1 day training - Robotic Process Automation (RPA) by Singapore Polytechnic	Completion of Robotic Process Automation 1 day training	Be able to carry out the exercises in the training independently
	On-the-job training: Supervisor walk-through on existing scripts	Post-walkthrough	Be able to run RPA scripts based on dummy data prepared by supervisor
	On-the-job experience	2 weeks after using RPA scripts	Be able to execute scripts in live situation with acceptable results

*These training programmes are recommendations based on publicly available courses. If your company has internal training covering these topics, those trainings can be used instead.

Click Here to download the template for this training roadmap

Tech-enabled Accounting Solution Executive

Skills Required	Training Programmes*	Check-in	Milestones (Demonstration of skills)
Digital Fluency (RPA) - Intermediate	1 day training - Robotic Process Automation (RPA) by Singapore Polytechnic	Completion of Robotic Process Automation 1 day training	Be able to carry out the exercises in the training independently
	2 day training – Intermediate Robotic Process Automation: Intermediate Robotic Process Automation	Completion of Robotic Process Automation 2 day training	Be able to carry out the exercises in the training independently
	On-the-job training: Supervisor walk-through on existing scripts	Post-walkthrough	Be able to explain each script, what they are used for, and key areas to adapt based on clients need back to the supervisor
	On-the-job experience	2 weeks after using RPA scripts	Be able to use and adapt the scripts as required for the clients independently
Client management	Interpersonal Communication, Active Listening & Empathetic Speaking -OR- Advanced Communication Strategies: Using Strategic Persuasion To Get What You Want	Completion of training course	Be able to execute and identify moments to apply active listening and empathetic speaking techniques
	On-the-job training: Observation of senior accountants in client meetings	Post-observation	Be able to identify how senior accountants use listening and empathetic speaking techniques and its effect on the client
	On-the-job training: Lead client meetings for 1-2 clients observed by senior accountants	Post-meeting	Be able to use listening and empathetic speaking techniques in appropriate moments in the meeting
Financial Analysis	Financial Statement Analysis : Course Detail(BF007i : Financial Statement Analysis)	Completion of Post-Financial Statement Analysis training	Be able to carry out the exercises in the training independently
	On-the-job training	After 2 weeks of mentoring by senior accountant	Carry out ratio analysis from case studies with an experienced staff
		Post-live case study	Carry out ratio analysis with actual clients with guidance from an experienced staff
Payroll processing	Internal training for payroll processing	Completion of technical update	Be able to carry out the exercises in the training independently
	On-the-job training: Supervisor walk-throughs on existing scripts	Post-walkthrough	Be able to explain how the script works and key areas to adapt based on clients need back to the supervisor
	On-the-job training	After 1 payroll cycle	Be able to carry out payroll processing with minimal guidance from supervisor
Corporate secretary compliance	ACRA introduction to Corp Secretarial Practice: Fundamentals of Corporate Secretarial Practice (FCSP)	Completion of ACRA training	Be able to explain the importance and steps of corporate secretarial practice to the supervisor
	On-the-job training: Supervisor walk-through on existing scripts	Post-walkthrough	Be able to explain how the script works and key areas to adapt based on clients need back to the supervisor
	On-the-job training	After 1 payroll cycle	Be able to carry out corporate secretarial filing with minimal guidance from supervisor
Taxation	TAX001v : GST: TAX003i : Taxation for Accountants TAX001v : GST: Operations, Accounting, Administration and Returns (Live Webinar)	Completion of each taxation training	Be able to carry out the exercises in the training independently
	On-the-job training: Supervisor walk-through on existing scripts	Post-walkthrough	Be able to explain how the script works and key areas to adapt based on clients need back to the supervisor
	On-the-job training	After 1 tax filing cycle	Be able to carry out corporate tax and GST filing with minimal guidance from the supervisor
Business Acumen	A245v : A Technical Update on IFRS - 2021 [Including SFRS(I)] And other ongoing courses hosted by ISCA	Completion of technical update	Be able to present how changes affect client's business/industry to the team

*These training programmes are recommendations based on publicly available courses. If your company has internal training covering these topics, those trainings can be used instead.

Click Here to download the file

Bookkeeper (Specialist)

Tech-enabled Bookkeeper

Skills Required	Training Programmes*	Check-in	Milestones (Demonstration of skills)
Digital Fluency (RPA) - Intermediate	1 day training - Robotic Process Automation (RPA) by Singapore Polytechnic	Completion of Robotic Process Automation 1 day training	Be able to carry out the exercises in the training independently
	On-the-job training: Supervisor walk-through on existing scripts	Post-walkthrough	Be able to run RPA scripts based on dummy data prepared by supervisor
	On-the-job experience	2 weeks after using RPA scripts	Be able to execute scripts in live situation with acceptable results

*These training programmes are recommendations based on publicly available courses. If your company has internal training covering these topics, those trainings can be used instead.

Click Here to download the file

Tech-enabled Account Executive

Skills Required	Training Programmes*	Check-in	Milestones (Demonstration of skills)
Digital Fluency (RPA) – Basic	1 day training - Robotic Process Automation (RPA) by Singapore Polytechnic	Completion of Robotic Process Automation 1 day training	Be able to carry out the exercises in the training independently
	On-the-job training: Supervisor walkthrough on existing scripts	Post-walkthrough	Be able to run RPA scripts based on dummy data prepared by supervisor
	On-the-job experience	2 weeks after using RPA scripts	Be able to execute scripts in live situation with acceptable results
Stakeholder Management	Interpersonal Communication, Active Listening & Empathetic Speaking -OR- Advanced Communication Strategies: Using Strategic Persuasion To Get What You Want	Completion of training course	Be able to execute and identify moments to apply active listening and empathetic speaking techniques
	On-the-job training: Observation of senior accountants in client meetings	Post-observation	Be able to identify how senior accounts use listening and empathetic speaking techniques and its effect on the client
	On-the-job training: Lead client meetings for 1-2 clients observed by senior accountants	Post-meeting	Be able to use listening and empathetic speaking techniques in appropriate moments in the meeting
Financial Analysis (optional)	Financial Statement Analysis (ISCA online training): BF007i : Financial Statement Analysis	Completion of Post-Financial Statement Analysis training	Be able to carry out the exercises in the training independently
	On-the-job training	After 2 weeks of mentoring by senior accountant	Carry out ratio analysis from case studies with an experienced staff
		Post-live case study	Carry out ratio analysis with actual clients with guidance from an experienced staff
Business Acumen	A245v : A Technical Update on IFRS - 2021 [Including SFRS(I)] And other ongoing courses hosted by ISCA	Completion of technical update	Be able to present how changes affect client's business/industry to the team

Click Here to download the file

Financial Data Management Executive

Skills Required	Training Programmes*	Check-in	Milestones (Demonstration of skills)
Digital Fluency (RPA) - Intermediate	1 day training - Robotic Process Automation (RPA) by Singapore Polytechnic	Completion of Robotic Process Automation 1 day training	Be able to carry out the exercises in the training independently
	2 day training – Intermediate Robotic Process Automation: Intermediate Robotic Process Automation	Completion of Robotic Process Automation 2 day training	Be able to carry out the exercises in the training independently
	RPA Script Testing (part of the Job Redesign project)	Post-RPA script testing	Be able to execute RPA Script with test documents successfully
	On-the-job training: Supervisor walkthrough on existing scripts	Post-walkthrough	Be able to explain each script, what they are used for, and key areas to adapt based on clients need back to the supervisor
	On-the-job experience	2 weeks after using RPA scripts	Be able to use and adapt the scripts as required for the clients independently
Data Analytics	1.5 days training – Applied data analytics: Applied Data Analytics in Business 2 days training – IT008Cv : Essential Excel Spreadsheet Skills (Live Webinar)	Completion of training	Be able to carry out the exercises in the training independently
	On-the-job training: Supervisor to share about exception cases examples through workplace case studies	Post-sharing by supervisor	Be able to identify common exception cases in the script and how to fix it
		Post-on-the-job training	Be able to solve a live case study provided by their supervisor
Client Management	Interpersonal Communication, Active Listening & Empathetic Speaking -OR- Advanced Communication Strategies: Using Strategic Persuasion To Get What You Want	Completion of training course	Be able to execute and identify moments to apply active listening and empathetic speaking techniques
	On-the-job training: Observation of senior accountants in client meetings	Post-observation	Be able to identify how senior accounts use listening and empathetic speaking techniques and its effect on the client
	On-the-job training: Lead client meetings for 1-2 clients observed by senior accountants	Post-meeting	Be able to use listening and empathetic speaking techniques during appropriate moments in the meeting

Click Here to download the file

¹Proposed follow-up checkpoint

Training Roadmap

Bookkeeper (Generalist)

Tech-enabled Bookkeeper

*These training programmes are recommendations based on publicly available courses. If your company has internal training covering these topics, those trainings can be used instead.

Tech-enabled Accounting Solution Executive

*These training programmes are recommendations based on publicly available courses. If your company has internal training covering these topics, those trainings can be used instead.

Bookkeeper (Specialist)

Tech-enabled Bookkeeper

*These training programmes are recommendations based on publicly available courses. If your company has internal training covering these topics, those trainings can be used instead.

Tech-enabled Account Executive

Financial Data Management Executive

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