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Line Manager Resources
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The Practical Experience Line Manager Guidelines (pdf, 179KB) outline the key role and responsibilities of candidate managers including: 

  • Day to Day supervision – first point of contact 
  • Ensuring candidate has the opportunity to develop the required CA competencies in their current job-role 
  • Regular reviews of candidate logbook records, usually incorporated into existing meetings 
  • First level sign-off on logbook competencies confirming accuracy of evidence recorded
  • Where there is a separate Chartered Accountant mentor involved, managers are not required to be a CA  
  • The manager and mentor role can be carried out by one person, if they are a CA
A sample copy of the candidate Activity Logbook and Manager Logbook Review Guide is availabe to assist managers perform this role and support candidates meet their practical experience requirements.