management case study dates

Management level examination blueprint - 2023-2024

This is the examination blueprint for the Management level of the CIMA Professional Qualification. It will set out in detail what is examinable in the Case Study Examination and the Objective Tests for the period stated on the cover of this document. It also provides information about the format, structure and weightings of the assessments. It complements the syllabus document and provides details specifically related to the different type of assessments and is our most comprehensive statement to date on CIMA’s examinations.

Download the Management level examination blueprint - 2023-2024

File name: Management-Level-Exam-Blueprints-2023-2024-final for web.pdf

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Top 40 Most Popular Case Studies of 2021

Two cases about Hertz claimed top spots in 2021's Top 40 Most Popular Case Studies

Two cases on the uses of debt and equity at Hertz claimed top spots in the CRDT’s (Case Research and Development Team) 2021 top 40 review of cases.

Hertz (A) took the top spot. The case details the financial structure of the rental car company through the end of 2019. Hertz (B), which ranked third in CRDT’s list, describes the company’s struggles during the early part of the COVID pandemic and its eventual need to enter Chapter 11 bankruptcy. 

The success of the Hertz cases was unprecedented for the top 40 list. Usually, cases take a number of years to gain popularity, but the Hertz cases claimed top spots in their first year of release. Hertz (A) also became the first ‘cooked’ case to top the annual review, as all of the other winners had been web-based ‘raw’ cases.

Besides introducing students to the complicated financing required to maintain an enormous fleet of cars, the Hertz cases also expanded the diversity of case protagonists. Kathyrn Marinello was the CEO of Hertz during this period and the CFO, Jamere Jackson is black.

Sandwiched between the two Hertz cases, Coffee 2016, a perennial best seller, finished second. “Glory, Glory, Man United!” a case about an English football team’s IPO made a surprise move to number four.  Cases on search fund boards, the future of malls,  Norway’s Sovereign Wealth fund, Prodigy Finance, the Mayo Clinic, and Cadbury rounded out the top ten.

Other year-end data for 2021 showed:

• Online “raw” case usage remained steady as compared to 2020 with over 35K users from 170 countries and all 50 U.S. states interacting with 196 cases.
• Fifty four percent of raw case users came from outside the U.S..
• The Yale School of Management (SOM) case study directory pages received over 160K page views from 177 countries with approximately a third originating in India followed by the U.S. and the Philippines.
• Twenty-six of the cases in the list are raw cases.
• A third of the cases feature a woman protagonist.
• Orders for Yale SOM case studies increased by almost 50% compared to 2020.
• The top 40 cases were supervised by 19 different Yale SOM faculty members, several supervising multiple cases.

CRDT compiled the Top 40 list by combining data from its case store, Google Analytics, and other measures of interest and adoption.

All of this year’s Top 40 cases are available for purchase from the Yale Management Media store .

And the Top 40 cases studies of 2021 are:

1.   Hertz Global Holdings (A): Uses of Debt and Equity

2.   Coffee 2016

3.   Hertz Global Holdings (B): Uses of Debt and Equity 2020

4.   Glory, Glory Man United!

5.   Search Fund Company Boards: How CEOs Can Build Boards to Help Them Thrive

6.   The Future of Malls: Was Decline Inevitable?

7.   Strategy for Norway's Pension Fund Global

8.   Prodigy Finance

9.   Design at Mayo

10. Cadbury

11. City Hospital Emergency Room

13. Volkswagen

14. Marina Bay Sands

15. Shake Shack IPO

16. Mastercard

17. Netflix

18. Ant Financial

19. AXA: Creating the New CR Metrics

20. IBM Corporate Service Corps

21. Business Leadership in South Africa's 1994 Reforms

22. Alternative Meat Industry

23. Children's Premier

24. Khalil Tawil and Umi (A)

25. Palm Oil 2016

26. Teach For All: Designing a Global Network

27. What's Next? Search Fund Entrepreneurs Reflect on Life After Exit

28. Searching for a Search Fund Structure: A Student Takes a Tour of Various Options

30. Project Sammaan

31. Commonfund ESG

32. Polaroid

33. Connecticut Green Bank 2018: After the Raid

34. FieldFresh Foods

35. The Alibaba Group

36. 360 State Street: Real Options

37. Herman Miller

38. AgBiome

39. Nathan Cummings Foundation

40. Toyota 2010

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Management →

• 02 Apr 2024
• What Do You Think?

What's Enough to Make Us Happy?

Experts say happiness is often derived by a combination of good health, financial wellbeing, and solid relationships with family and friends. But are we forgetting to take stock of whether we have enough of these things? asks James Heskett. Open for comment; 0 Comments.

• Research & Ideas

Employees Out Sick? Inside One Company's Creative Approach to Staying Productive

Regular absenteeism can hobble output and even bring down a business. But fostering a collaborative culture that brings managers together can help companies weather surges of sick days and no-shows. Research by Jorge Tamayo shows how.

• 12 Mar 2024

Publish or Perish: What the Research Says About Productivity in Academia

Universities tend to evaluate professors based on their research output, but does that measure reflect the realities of higher ed? A study of 4,300 professors by Kyle Myers, Karim Lakhani, and colleagues probes the time demands, risk appetite, and compensation of faculty.

• 29 Feb 2024

Beyond Goals: David Beckham's Playbook for Mobilizing Star Talent

Reach soccer's pinnacle. Become a global brand. Buy a team. Sign Lionel Messi. David Beckham makes success look as easy as his epic free kicks. But leveraging world-class talent takes discipline and deft decision-making, as case studies by Anita Elberse reveal. What could other businesses learn from his ascent?

• 16 Feb 2024

Is Your Workplace Biased Against Introverts?

Extroverts are more likely to express their passion outwardly, giving them a leg up when it comes to raises and promotions, according to research by Jon Jachimowicz. Introverts are just as motivated and excited about their work, but show it differently. How can managers challenge their assumptions?

• 05 Feb 2024

The Middle Manager of the Future: More Coaching, Less Commanding

Skilled middle managers foster collaboration, inspire employees, and link important functions at companies. An analysis of more than 35 million job postings by Letian Zhang paints a counterintuitive picture of today's midlevel manager. Could these roles provide an innovation edge?

• 24 Jan 2024

Why Boeing’s Problems with the 737 MAX Began More Than 25 Years Ago

Aggressive cost cutting and rocky leadership changes have eroded the culture at Boeing, a company once admired for its engineering rigor, says Bill George. What will it take to repair the reputational damage wrought by years of crises involving its 737 MAX?

• 16 Jan 2024
• Cold Call Podcast

How SolarWinds Responded to the 2020 SUNBURST Cyberattack

In December of 2020, SolarWinds learned that they had fallen victim to hackers. Unknown actors had inserted malware called SUNBURST into a software update, potentially granting hackers access to thousands of its customers’ data, including government agencies across the globe and the US military. General Counsel Jason Bliss needed to orchestrate the company’s response without knowing how many of its 300,000 customers had been affected, or how severely. What’s more, the existing CEO was scheduled to step down and incoming CEO Sudhakar Ramakrishna had yet to come on board. Bliss needed to immediately communicate the company’s action plan with customers and the media. In this episode of Cold Call, Professor Frank Nagle discusses SolarWinds’ response to this supply chain attack in the case, “SolarWinds Confronts SUNBURST.”

• 02 Jan 2024

Do Boomerang CEOs Get a Bad Rap?

Several companies have brought back formerly successful CEOs in hopes of breathing new life into their organizations—with mixed results. But are we even measuring the boomerang CEOs' performance properly? asks James Heskett. Open for comment; 0 Comments.

• 12 Dec 2023

COVID Tested Global Supply Chains. Here’s How They’ve Adapted

A global supply chain reshuffling is underway as companies seek to diversify their distribution networks in response to pandemic-related shocks, says research by Laura Alfaro. What do these shifts mean for American businesses and buyers?

• 05 Dec 2023

What Founders Get Wrong about Sales and Marketing

Which sales candidate is a startup’s ideal first hire? What marketing channels are best to invest in? How aggressively should an executive team align sales with customer success? Senior Lecturer Mark Roberge discusses how early-stage founders, sales leaders, and marketing executives can address these challenges as they grow their ventures in the case, “Entrepreneurial Sales and Marketing Vignettes.”

• 31 Oct 2023

Checking Your Ethics: Would You Speak Up in These 3 Sticky Situations?

Would you complain about a client who verbally abuses their staff? Would you admit to cutting corners on your work? The answers aren't always clear, says David Fubini, who tackles tricky scenarios in a series of case studies and offers his advice from the field.

• 12 Sep 2023

Can Remote Surgeries Digitally Transform Operating Rooms?

Launched in 2016, Proximie was a platform that enabled clinicians, proctors, and medical device company personnel to be virtually present in operating rooms, where they would use mixed reality and digital audio and visual tools to communicate with, mentor, assist, and observe those performing medical procedures. The goal was to improve patient outcomes. The company had grown quickly, and its technology had been used in tens of thousands of procedures in more than 50 countries and 500 hospitals. It had raised close to $50 million in equity financing and was now entering strategic partnerships to broaden its reach. Nadine Hachach-Haram, founder and CEO of Proximie, aspired for Proximie to become a platform that powered every operating room in the world, but she had to carefully consider the company’s partnership and data strategies in order to scale. What approach would position the company best for the next stage of growth? Harvard Business School associate professor Ariel Stern discusses creating value in health care through a digital transformation of operating rooms in her case, “Proximie: Using XR Technology to Create Borderless Operating Rooms.”

• 28 Aug 2023

The Clock Is Ticking: 3 Ways to Manage Your Time Better

Life is short. Are you using your time wisely? Leslie Perlow, Arthur Brooks, and DJ DiDonna offer time management advice to help you work smarter and live happier.

• 15 Aug 2023

Ryan Serhant: How to Manage Your Time for Happiness

Real estate entrepreneur, television star, husband, and father Ryan Serhant is incredibly busy and successful. He starts his days at 4:00 am and often doesn’t end them until 11:00 pm. But, it wasn’t always like that. In 2020, just a few months after the US began to shut down in order to prevent the spread of the Covid-19 virus, Serhant had time to reflect on his career as a real estate broker in New York City, wondering if the period of selling real estate at record highs was over. He considered whether he should stay at his current real estate brokerage or launch his own brokerage during a pandemic? Each option had very different implications for his time and flexibility. Professor Ashley Whillans and her co-author Hawken Lord (MBA 2023) discuss Serhant’s time management techniques and consider the lessons we can all learn about making time our most valuable commodity in the case, “Ryan Serhant: Time Management for Repeatable Success.”

• 08 Aug 2023

The Rise of Employee Analytics: Productivity Dream or Micromanagement Nightmare?

"People analytics"—using employee data to make management decisions—could soon transform the workplace and hiring, but implementation will be critical, says Jeffrey Polzer. After all, do managers really need to know about employees' every keystroke?

• 01 Aug 2023

Can Business Transform Primary Health Care Across Africa?

mPharma, headquartered in Ghana, is trying to create the largest pan-African health care company. Their mission is to provide primary care and a reliable and fairly priced supply of drugs in the nine African countries where they operate. Co-founder and CEO Gregory Rockson needs to decide which component of strategy to prioritize in the next three years. His options include launching a telemedicine program, expanding his pharmacies across the continent, and creating a new payment program to cover the cost of common medications. Rockson cares deeply about health equity, but his venture capital-financed company also must be profitable. Which option should he focus on expanding? Harvard Business School Professor Regina Herzlinger and case protagonist Gregory Rockson discuss the important role business plays in improving health care in the case, “mPharma: Scaling Access to Affordable Primary Care in Africa.”

• 05 Jul 2023

How Unilever Is Preparing for the Future of Work

Launched in 2016, Unilever’s Future of Work initiative aimed to accelerate the speed of change throughout the organization and prepare its workforce for a digitalized and highly automated era. But despite its success over the last three years, the program still faces significant challenges in its implementation. How should Unilever, one of the world's largest consumer goods companies, best prepare and upscale its workforce for the future? How should Unilever adapt and accelerate the speed of change throughout the organization? Is it even possible to lead a systematic, agile workforce transformation across several geographies while accounting for local context? Harvard Business School professor and faculty co-chair of the Managing the Future of Work Project William Kerr and Patrick Hull, Unilever’s vice president of global learning and future of work, discuss how rapid advances in artificial intelligence, machine learning, and automation are changing the nature of work in the case, “Unilever's Response to the Future of Work.”

How Are Middle Managers Falling Down Most Often on Employee Inclusion?

Companies are struggling to retain employees from underrepresented groups, many of whom don't feel heard in the workplace. What do managers need to do to build truly inclusive teams? asks James Heskett. Open for comment; 0 Comments.

• 20 Jun 2023

Elon Musk’s Twitter Takeover: Lessons in Strategic Change

In late October 2022, Elon Musk officially took Twitter private and became the company’s majority shareholder, finally ending a months-long acquisition saga. He appointed himself CEO and brought in his own team to clean house. Musk needed to take decisive steps to succeed against the major opposition to his leadership from both inside and outside the company. Twitter employees circulated an open letter protesting expected layoffs, advertising agencies advised their clients to pause spending on Twitter, and EU officials considered a broader Twitter ban. What short-term actions should Musk take to stabilize the situation, and how should he approach long-term strategy to turn around Twitter? Harvard Business School assistant professor Andy Wu and co-author Goran Calic, associate professor at McMaster University’s DeGroote School of Business, discuss Twitter as a microcosm for the future of media and information in their case, “Twitter Turnaround and Elon Musk.”

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CIMA Dates & Deadlines

Whether you’re a student preparing for exams, a professional planning to start studying CIMA/CGMA, or an employer supporting your staff’s CIMA/CGMA journey, this guide aims to provide you with up-to-date information on exam registration deadlines, exam dates, course dates, and other important milestones.

• 19 January 2024

CIMA students will be familiar with the complexities of the CIMA calendar. After Certificate level, there are 3 Objective Test (OT) exams at each level, followed by a Case Study Exam, each with its own deadlines at key points in the exam sitting cycle. A missed course start date or exam entry deadline can throw even the most meticulously planned study schedule off track.  Use this guide to stay on track towards achieving your goals, plan ahead and keep up to date with important deadlines.

Objective Tests (OT’s)

📅Course start dates:   All year round!

Unlike Case Study exams, exams for Objective Test modules do not follow an exam sitting cycle. Therefore, you can book ObjectiveTest exams at various dates all year round. Likewise, you’ll find that FI courses for Objective Test exams start all year round, online and in local study centres. You can also study on-demand via FI Online . Planning and preparation are key to getting the result you want on the big day. Find tips on preparing for your exam below:

🔍 10 Exam preparation mistakes to avoid 🔍 Dealing with exam nerves

February 2024 Case Study Exam Sitting

Planning and preparation are key to getting the result you want on the big day. Find tips on preparing for your exam below:

🔍 10 Exam preparation mistakes to avoid

🔍 Dealing with exam nerves

🔍 Case Study Exams: What’s the examiner looking for?

📅 Exam Results Day:  

Operational Level: 28/03/24 | Management Level: 04/04/24 | Strategic Level: 11/04/24

May 2024 Case Study Exam Sitting

📖 May Case Study course dates:  06th April – 25th April 2024

Courses for the May Case Study exams start in April and will run throughout the month. Spaces are limited, so we would recommend booking as soon as possible to secure your place. Can’t make these dates?  Study on-demand with FI Online instead.

🔍 What happens on a Case Study course?

🔔 May E xam entry deadlines:

Operational: 23/04/24 | Management: 30/04/24 | Strategic: 08/05/24

📅 May   Exam Week:

Operational: 0 8-10 May  | Management: 15-17 May   | Strategic: 22-24 May

Operational Level: 27/06/24 | Management Level: 04/07/24 | Strategic Level: 11/07/24

August 2024 Case Study Exam Sitting

📖 August Case Study course dates:  03rd July – 25th July 2024

Courses for the August Case Study exams start in July and will run throughout the month. Spaces are limited, so we would recommend booking as soon as possible to secure your place. Can’t make these dates?  Study on-demand with FI Online instead.

🔔 August Exa m entry deadlines:

Operational: 23/07/24 | Management: 30/07/24 | Strategic: 06/08/24

📅 August   Exam Week:

Operational: 07-09 August  | Management: 14-16 August   | Strategic: 21-23 August

Operational Level: 26/09/24 | Management Level: 03/10/24 | Strategic Level: 10/10/24

Quick links: Studying CIMA at FI | Book CIMA courses now | Study Centres | Online Courses

We wish you the best of luck with your studies. Remember to balance your study time with some fun and relaxation too.

Considering starting your ACCA studies? Find more useful articles below:

Experience a CIMA online course before you buy it.

Guidance to help you add structure to your CIMA studies.

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ACM Certification

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CMAC Certification

A Certification for Health Delivery System Case Management and Transitions of Care Professionals.

The ACM Certification was created by ACMA in 2005, and is designed specifically for health delivery system and transitions of care (TOC) case management professionals. It is one program with two different credentials: ACM-RN and ACM-SW.

• Specifically addresses Case Management in health delivery system settings
• Tests core Case Management knowledge that is shared by Nurse and Social Work Case Managers, as well as competency in the individual skills of each professional background
• Utilizes clinical simulation testing methodology to test “competency beyond knowledge” – testing critical thinking skills and the ability to use knowledge in practical situations.

The exam consists of two components. The first contains core case management questions that test the knowledge skills and abilities of registered nurse or social work Case Managers working in a hospital/health system. The second component is comprised of discipline specific clinical simulations. This discipline specific testing method reflects ACMA’s respect for the different roles practiced by registered nurse and social work case managers. Those who meet eligibility requirements and achieve the required passing scores will be awarded the designation of Accredited Case Manager (ACM-RN or ACM-SW) credential.

ACMA Position Statement

Nurses and Social Workers with 36 months of health delivery system experience should have their Accredited Case Manager credential, ACM, to practice Health Delivery System Case Management. ACM exam eligibility requires a minimum of twelve (12) months of Health System Case Management experience.

Approved on December 2, 2016

Who can take the ACM Certification examination?

The ACM Certification examination is available to registered nurses and social workers. However, there are specific eligibility requirements necessary to take the examination. These requirements include a blend of education, paid work experience* and professional practice:

• A Registered Nurse (RN) applicant must possess a valid and current nursing license that is in good standing. RN applicants must provide a nursing license number, state and expiration date.
• Social Worker (SW) applicants must have a Bachelor's or Master's degree from an accredited school of social work OR a valid social work license that is in good standing. SW applicants must provide the degree, name of school and year of completion OR a current social work license number, state and expiration date.
• All applicants must have at least 2,080 hours of supervised paid work experience employed as a case manager, or in a role that falls within the Case Management Functions and Expectations of a case manager, by a Health Delivery System. **Candidates with less than two (2) years of experience must provide supervisor contact information and an attestation that they have at least one (1) year of supervised case management experience on the ACM application. The NBCM recognizes that because case management experience, supervision and education vary, some case managers may be qualified to sit for the exam after only one (1) year of experience.

When Can I Take the ACM Certification?

Candidates have two test scheduling options:

Candidates may submit their application at any time. All applications must be accompanied by full payment of application fees to be considered complete and ready for approval. Upon receipt of approval, candidates will receive a scheduling notice from ACM's testing partner and will be directed to schedule their examination through the testing partner's online portal, or by contacting the testing partner by phone.

Failure of a candidate to schedule or take their examination within their assigned testing period will result in the forfeiture of all fees. Expedited (Apply Now, Schedule Now) testing payment is not a guarantee that you can schedule for a specific date. There are no refunds of the expedited testing premium.

ACM Certification Statistics

• Over 7,000 health delivery system case managers have earned the ACM Credential (as of November 2020)
• 98% of ACM Credentialed professional feel the certification is applicable to their case management practice.
• 47% of ACM Credentialed professionals indicate that the certification has increased their professional standing with their direct supervisor, coworkers, and increased their professional knowledge and competency.
• 65% of case management departments report that case management certification is influential in hiring decisions, and over half prefer the ACM credential.
• 90% of ACM Credentialed professionals would recommend the certification to other case managers.
• A summary of ACM Certification Activities is available from the ACMA National Office upon request.

What Do ACM Credentialed Professionals Say?

"ACM Certification is well-recognized and respected within the healthcare and transitions of care systems. That is why I prepared for and obtained my certification. As a manager in the oldest public hospital in Arizona, it verifies my competence and expertise to my employers, peers and patients. It demonstrates by commitment to the case management field."

- Nicole Mielke, LMSW, ACM-SW

“I achieved my ACM Certification after 30 years of work in case management. Although I knew I had the knowledge, I didn’t have the unquestionable creditability - the credibility that comes with having your knowledge, comprehension and ability to apply tested and validated. That’s sweet!"

- Ettie Lande, RN, BSN, ACM-RN, CMAC

ACM Certification Study Guide Available

How are you preparing to take the ACM Certification Exam? ACMA offers preparatory materials including a study guide and self-assessment exam . To learn more, click here .

Questions? Visit the Frequently Asked Questions Section.

LIMITED AVAILABILITY ANNIVERSARY PACKAGES! | ACMA 2024 National Conference

Join us for the 25th Anniversary ACMA National Conference, April 19-22, 2024 in Nashville, TN. Don't miss out on the most exciting case management conference of the year! Experience ACMA at National!

Save The Date | 2024 Leadership and Physician Advisor Conference

Our 2024 Leadership and Physician Advisor Conference is November 18-20 in Huntington Beach, CA! Health plans and providers, this conference has everything you need. Find out more here!

Share Your Research | Collaborative Case Management

Do you have a project or measurable initiative you've instituted at your organization? Have you conducted research on a current issue in the field? Share your experiences and results with your professional community! Email your proposal (or ask any questions): [email protected]. Learn More >>>

Get ACMA News in the Palm of Your Hand

Join the conversation with ACMA! Text the keyword ACMA to 844-554-2497 to stay up to date on all the latest news and announcements, delivered straight to your phone!

Now Accepting Presentations for Chapter Conferences

We are now accepting presentations for upcoming ACMA chapter conferences. If you have a unique solution, intervention or strategy to improve case management, this is a great opportunity to share your knowledge and be a part of ACMA's national-caliber education at the local level. There is no deadline to submit; presentations will be accepted throughout the year so you can prepare a submission as your schedule allows. Submit a presentation >>

National Case Management Week - Save The Date!

2024 - October 13-19 2025 - October 12-18 2026 - October 11-17 2027 - October 10-16 2028 - October 8-14

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• CIMA Management

CIMA's CGMA® Management Level

The second level of CIMA's CGMA® Professional Qualification, we work closely with CIMA to align our teaching to the qualification and assessments. Progress through your studies using our data driven learning methodology, BPP Momentum, proven to increase your chances of passing by at least 25% compared to other providers.

CGMA Management level papers

The CGMA Management level requires you to complete three Objective Test exams and a Case Study exam. You can only attempt the Case Study exam, which tests your knowledge of the level, once you have passed all three Objective Test exams. Successful completion of the tests and case study allows you to progress onto the CGMA Strategic level.

Courses available (swipe to view more)

A combination of Taught and Revision phases, providing core syllabus knowledge and an opportunity to apply it to real exam questions.

Your tutor will guide you through the syllabus, help you build your knowledge and how to apply it in the exam.

Attempt an exam standard mock, testing your technique under timed conditions. Includes comprehensive feedback to focus your final preparations.

Choose your courses

Entry requirements and exemptions

To be able to enter this level, you need to have passed the  CGMA Operational level .  

You might also gain some exemptions if you hold a relevant degree or qualification. To find out more, use the  CIMA exemptions calculator . 

Booking your CIMA CGMA exam

Choose the exam to suit you by booking directly with CIMA. You will pay directly to the institute for your exam sitting.  

“The material provided by BPP is of a high standard and volume. Teachers will guide you through a comprehensive set of notes and provide a highly detailed textbook and summary cards and you utilise an online learning environment containing the course material, practice questions and lectures allowing you to recap and test yourself at your own pace. Without this, I do not think I could pass the course!”

Jack Murphy, Accountancy student, BDO

Management Accounting Mastery

Master the skills needed to pass the cima exams and become a chartered global management accountant, cima management case study – a winning study schedule.

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CIMA Management Case Study (MCS) Overview

I’m sure you don’t need me to tell you that there’s a lot to do in preparation for your CIMA Management case study exam.

As you will have seen from an earlier blog post I wrote, your approach needs to involve:

• Careful analysis of the pre seen material
• Familiarity with what is going on in that industry in the real world
• Thorough revision of your technical knowledge from the three objective test papers
• A good understanding of your “role” in the fictitious organisation
• Practicing the many elements of exam technique needed to pass

Now you’re probably pretty scared of awaits you in the CIMA Management case study, right?

And you’re wondering: is it even possible to be fully prepared in such a short space of time?

But don’t worry, I’ve broken down what you need to do in a step-by-step, week-by-week, structure for you to follow.

It’s based on the same blueprint that CIMA case study experts Astranti use on their CIMA MCS Exam Course .

And this schedule has been proven to work over and over again by students who have passed their CIMA Management case study exam, despite working full time and having other commitments taking up their time.

Now it won’t be easy.  Preparing for CIMA exams never is.

But if you follow the plan below over the coming weeks it will set you up for success…AND don’t worry if you feel you are falling behind.   You will soon catch up if you are determined to pass.

Activity #1: CIMA Management Case Study Pre Seen Analysis

In particular you are looking to find out:

• A clear picture of what the organisation does and the industry it operates in
• How the business is performing and where it is currently heading
• The potential threats and opportunities for the business
• Who the stakeholders are and how you would advise they be managed
• A list of the key issues facing the organisation that are likely to come up in your exam
• How you would deal with such issues to provide practical business advice
• The key topics from the E, P and F papers that are relevant to this particular case
• Your own interpretation of the figures provided (what they mean for the business)
• Any potential ethical issues that may arise
• A list of key facts you can summarise onto one page and read over regularly

Activity #2: Start Learning More About the CIMA Management Case Study Exam

In particular you’ll want to discover:

• The key ingredients to passing the CIMA Management Case Study
• A general overview of the exam format
• Your Role and how it will shape your exam answers
• How to analyse the pre seen
• How to Identify ALL the requirements
• Why you must plan your answers
• The 9 stages of exam planning
• How you can practise your answer plans
• The best approach to typing up your answers for a clear pass
• How to practise your writing style
• How the MCS exam is marked
• How to master time management in your exam
• The optimum approach to preparing for the MCS exam

Recommended resources:

• Relevant MCS Pre Seen Material from CIMA Connect
• Matt’s FREE guide to analysing the pre seen quickly and effectively
• Astranti Detailed Video Guides walking you through the MCS pre seen
• Astranti MCS Study Text no.1 covering in depth what is needed to pass the exam
• Astranti MCS Tuition Videos on exam time management, writing style and answer planning
• Recent MCS Examiner reports from CIMA Connect

Activity #1: Start Revising Theory from Papers E2, P2 and F2 (and how to apply it)

Your CIMA Management case study exam is not just testing your technical knowledge but also your application of this knowledge.

“Application” basically means knowing when and how to use a theoretical model appropriately in your exam so that you can provide the best advice possible to your boss in the case.

Here you’ll want to learn:

• Which theories are most applicable to the CIMA Management case study exam
• The underlying concepts of those theories so you can explain them
• The pros and cons of using them in different business scenarios
• What the examiner is really after when it comes to earning marks for technical skills
• How to interpret and analyse key financials to help the decision making process
• How to apply different theoretical models to the pre seen
• How to use theory as a useful tool for providing sound business advice in the exam

Activity #2: Start revising the different aspects of Ethics (an area often examined)

Ethical issues can come up in any CIMA Management case study exam.   Such as ethical issues in dealing with redundancy (Variant 1, May 2017) and the company’s ethical stance on bribery (Variant 2 May 2017).

The CIMA Management case study examiner has also made a point of saying that Ethics needs to be dealt with better by students due to “a general and surprising trend of candidates performing badly at questions relating to ethical issues.”

So if you want to score well in your exam you need to be prepared to deal with the different aspects of ethics should they come up.

In particular you want to learn:

• Why ethics is so important at case study
• Ethics – the theory and how to apply to the exam
• Corporate Social responsibility – the theory and how to apply it
• How to use CIMA’s ethical code – which the examiner for the CIMA MCS exam said could come up at any time
• Controlling ethics – a checklist on how to deal with ethical problems faced in the exam
• Why students ethical sections are typically so poor
• A checklist of ethical headings to consider to analyse ethical issues in depth and maximise marks
• How to write ethical recommendations in depth
• What the examiners say about ethics and the exam
• A standard structure to use in the exam to maximise marks on ethics questions

Activity #3 (Optional): Watch a live/recorded webinar on the keys to passing the CIMA MCS exam.

Here you’ll by taught by an expert tutor where you’ll learn:

• What it takes to prepare fully for this exam, and what YOU will have to do between now and your exam date
• What the examiner says you must do to pass AND what you must avoid
• The skills of effective planning with a live demonstration of answer planning
• A good understanding of the key points from the current pre-seen
• How to use your knowledge of the pre-seen to score marks in the exam
• The 10 theoretical models most likely to be examined, based on the current pre-seen
• The writing style that maximises your marks in the exam
• How to master your time management – often the biggest roadblock to passing this exam
• Astranti MCS study text no.2 which covers all the key areas of the syllabus from E2, P2 and F2
• Astranti’s MCS Ethics pack which goes into detail about how to deal with Ethics confidently
• Astranti Masterclass 1 where you’ll be taught the keys to passing the MCS exam

Activity #1: Attempt Your First CIMA Management Case Study Mock (and submit for marking)

Without doubt the difference between passing and failing the CIMA Management case study exam comes down to one thing: How well you have practiced your exam technique under exam conditions.

Mock exams help you with just that.

But also, mock exams help you determine whether the hours you have already spent revising have worked in terms of committing the vital information to your long term memory.  After all, in the heat of your exam, you need to be able to quickly and easily recall how to approach the answers.

As each exam window is based on a different case, you’ll want to make sure that the mock exams you are attempting are on the latest pre-seen and contain realistic scenarios which could occur in the real exam.

Because taking your first mock is always quite an overwhelming task, this mock exam should be “moderate” in terms of difficultly level.   This means it will test your exam skills to date but at the same time should also be quite manageable.  (This is provided you have already undertaken the steps above).

Once you have attempted your mock, you’ll want to get your mock marked by an experienced tutor.

It’s really hard to tell by yourself whether you would have picked up marks or not throughout your script and also it’s hard not to be biased.

Your marker will give you a good outside perspective as to the level of knowledge and exam technique you have displayed in your script.  And also point out which areas of improvement you need to focus on most and how to go about making those adjustments.

Activity #2: Review First Mock solution

Here you want to review what a high quality answer looks like as well as the best way to structure your exam answer to the different requirements you are faced with.

It’s important that you don’t simply copy out the solution.  Instead as you read through, think about and note down any key insights you learn.  In particular ask yourself:

• Did I spot ALL of the same requirements?
• Did I format my answer in a similar way?
• Did I apply the same or similar theory to each requirement?
• Did I make roughly the same number of points in each section?
• Did each of my points have a similar amount of depth to them?
• Was my overall advice in each section in line with the solution?

It’s also important to remember that mock exam practice is all part of the learning process.  You’re not expected to be writing a strong answer just yet.   And it’s also better to find out where your strengths and weaknesses lye right now rather than on your actual exam day.

Activity #3: Keep Revising Theory from Papers E2, P2 and F2

Keep testing yourself on how well you explain the theories you cover and your ability to apply them to potential scenarios affecting the case.

Activity #4 (Optional):   Keep Revising Ethics

Keep working on how to deal with ethical issues successfully in your exam

 Recommended Resources;

• Astranti MCS Mock Exam 1 and Solution
• Marking and feedback from experienced Astranti tutor
• Astranti MCS Text Books

Activity #1: Review First Mock Feedback When Returned by Marker

Your experienced marker will review your script in detail, paragraph by paragraph.

They will give specific feedback for each paragraph and determine your areas for improvement. This will enable you to identify weaknesses in your answers and how you can improve on them to get those vital marks.

Specifically they will give you feedback on:

• How well you applied the case to the unseen scenario – are you scoring enough application marks?
• Your application to the pre seen – are you using pre seen information enough?
• The balance of your points under technical, people, business and leadership skills
• Your exam technique – focusing on what you need to do to score more marks
• Your writing style – is the way you make your points scoring good marks?
• Whether you are writing enough to pass – do you need to make more points and in which sections?
• Any key areas of technical weakness that you need to revise.
• Whether your point’s long enough and your explanation’s detailed enough.
• Your overall performance with your final mark – and whether you are on track to pass

Activity #2: Attempt Your Second Mock (and submit for marking)

Use what you learned from your first mock to your advantage.   Particularly look to put into place those improvements identified by your marker.

In this mock you should expect to score highly. The topics will be wide ranging to test your theoretical knowledge and application skills, but with good time management, this will be a moderate challenge.

Submit your mock for marking to confirm how well you scored and put those improvements into place

Activity #3: Review Second Mock Solution

Follow the same process as for your first mock solution

 Activity #4: Keep Revising Theory from Papers E2, P2 and F2:

Recommended Resources;

• Astranti MCS Mock Exam 2 and Solution

Activity #1: Review Second Mock feedback when returned by marker:

Follow the same process as when you got the feedback for your first mock.  Take comfort from where your strengths are and don’t get too down about your weaknesses.  You’ll never produce a perfect answer.  Simply commit to work on those specific areas of improvement in isolation before your next mock.

Activity #2: Attempt Your Third Mock

This will typically be your final mock before your actual exam.

As such, it needs to be very challenging and probably more difficult than real exam. That way your actual exam will feel like just another mock.

This final mock will cover some of the major topics (ones likely to be tested in the real thing) from E2, F2 and P2.

Submit this mock for marking to see where you really stand a week before your exam date.

Activity #3: Review Third Mock Solution

Follow the same process as per previous mock solutions.

Activity #4: Keep Revising Theory from Papers E2, P2 and F2

As in previous weeks

• Astranti MCS Mock Exam 3 and Solution

  Activity #1: Review Third Mock feedback when returned by marker

Hopefully be now you’ll marker will be reporting that you’ve ironed out most of your weaknesses and you are well on track for passing your exam.

Activity #2:   Final Tweeks

Work on any remaining areas of exam technique and technical knowledge that need improving

Final practice of your application skills to different theories

Activity #4 (Optional): Final Revision Webinar Ahead of Your CIMA Management Case Study Exam

Here you’ll learn:

• The common mistakes made in the exam according to the examiner
• Which errors you are still making that you’ll want to eradicate
• The top 10 most likely issues in your exam based on the current pre-seen
• Whether you are using the pre-seen information as you should be – the examiner says you must!
• A reminder of the key elements of passing the MCS exam
• Four key areas of improvement for YOU to score more marks on exam day (based on a script you have written)
• Pre-prepared paragraphs based on your pre-seen which you can memorise that are guaranteed to score you extra marks in the exam
• What the markers are saying about MCS scripts they are marking and what they say you should do to improve
• The key time saving tips for the exam to ensure you complete every section on the day
• A number of top industry examples which you can use to score marks in your exam
• What other students are saying which can be of use to you in your exam
• Your revision notes
• Astranti Masterclass 2

This is your CIMA Management case study exam week!!!

Exams are held between Tuesday and Saturday.

Activities to perform on pre exam days:

• Re read the pre seen & the one page summary of your analysis
• Create a list of key points you want to use in your exam
• Review all the key lessons from your mocks
• Re read the key theories just to refresh your mind
• Try to visit your chosen exam centre
• Make sure you have your admission slip and ID ready
• Take it easy the day before your exam – no last minute cramming
• Sleep well and relax the night before the exam
• Practice thinking positively ahead of your exam – visualise success

Activities to perform during Your Exam:

• Go into exam with confidence – even if you don’t feel like it, try and act like it (trust me this works)
• Work quickly through your exam and aim to make lots of points
• Keep going right to the end and try to maximise your marks
• Keep an eye on the time throughout and stick to your timings
• Stick to what has worked in your mock exam practice
• Your admission slip and ID

Final thoughts

This schedule is not meant to intimidate you.  It looks long and involved but it is manageable even with a full time job and other commitments .  Plus you can always use it as a template to create your own schedule.

I can’t guarantee you a pass if you stick to this plan. I wish I could.

But if you follow ALL the steps outlined in the schedule, you are gearing yourself up for the best chance of passing first time.   After all, it means you are following a proven framework that has been used by many successful students on Astranti’s CIMA MCS course

And if your exam is fast approaching, you can still catch up and complete all these activities in time.  It just means you’ll have to put in the extra effort in the time remaining.  But what you can’t do is skip ahead or miss a couple of these steps out …as this virtually guarantees you will fail.

Just be prepared to put in the hard work now so that you can reap the benefits come results time.

P.S. Have any questions? Drop me a note in the comments section below.

P.P.S. If you know someone who is also taking their CIMA Management case study, share this plan to help them, too.

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CIMA - Professional Qualification: Management Level

Management level is the second level of the professional qualification and consists of four exams, outlined below., by passing the level, you will gain the cima advanced diploma in management accounting..

For the CIMA 2019 syllabus we have developed two packages for the CIMA Management Level Objective Test exams:

 - htft live : scheduled live online sessions, supported by topic recordings, to guide you through,  - htft on-demand : engage with the full suite of htft resources, at your pace.

In its simplest form we have flipped the classroom for CIMA.

That is, we provide you with a series of pre-recorded cima topic related videos that we ask to you watch before a series of timetabled live masterclasses (timetables on the right hand side), where the time with your dedicated tutor focuses on the application of knowledge and question practice rather than teaching you content you will have developed by watching the pre-recorded videos., everything we deliver (including the masterclasses) is recorded, so throughout your course you will be able to go and re-watch everything that we have created together. this forms the content for our on-demand courses., all of our resources are built using our own htft student notes, and whilst we send out the cima approved books – they are to be used as additional study resources., non-uk based students  - electronic copy of the cima approved materials (study text, exam, pocket notes) are included in the cost of the course. hard copies are available, however they will incur additional postage costs are: eu students: £29, rest of the world: £44., delivery time are approximately 5-7 days. should you decide to buy your own cima approved materials, £6 will be deducted from your invoice. please ensure this is detailed at the time of enrolment., we have also developed:,  - htft play : catch up on your studies, stream topic recordings and test your proficiency ,   to find out more about htft play visit our dedicated page , or our online shop, for the cima 2019 syllabus we have developed three packages for the cima management level case study exam:,  - htft live : 11 scheduled live online sessions (weekend mornings and weekday evenings), all focused on the cima pre-seen,  - htft resit : focused resources and support to help you get that pass.

If you book a live or on-demand case study course with HTFT you can choose to defer your exam to a later exam window if you let us know by the deferment deadline on your timetable and pay the deferment fee of £50.

Students who defer the course are still entitled to the pass guarantee., * to be eligible for our htft resit package, you must have sat your management case study in the last exam window and achieved a scaled score of 70 or above. , ***please be aware, that only individuals who sat february 2024 case will be eligible to book our mcs case study resit course into may 2024***.

0800 048 7804   |   [email protected]

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CIMA Management Case Study

‘How to pass the case study’ mini-course

“The main reason people fail their CIMA case study exams is not lack of theoretical knowledge, not lack of pre-seen preparation – it’s poor exam technique. People just don’t know how to write answers in a way that scores marks, how to plan to focus what they say and how to manage their time across the exam to maximise marks in each section.”

Nick Best, Astranti CEO

The case studies are difficult to pass, with around 40-50% of people typically failing each sitting , and for most, it’s because they don’t fully understand what it takes to score highly in the exam.

They don’t know how to:

• Produce answers that meet the examiner’s needs
• Play the role assigned in the exam
• Plan effectively
• Manage their time to create balanced answers
• Write answers that score high marks

Having helped thousands of students pass the case study, Peter Stiff, Astranti’s case study expert, has pooled his years of experience teaching CIMA case studies and produced over 10 hours of video content to show you exactly what you need to pass your CIMA case study exam .

We’ve also written a comprehensive study guide for you to work through alongside the video series , so that you can cement your understanding and begin to apply it to your exam.

Learn what it takes to pass

Understand what the examiner says you need to do to pass

Learn why people fail and how to avoid the same mistakes

Learn how to play your role in the exam to score highly

Perfect your exam technique

Learn the skills to master your time management

Develop your writing style to make clear focused points

Learn how to create effective answer plans

Maximise your marks

Review past students’ scripts and see how to improve yours

Learn what it really takes to pass from the examiner’s reports

See how to review your mocks to improve your answers

Take a look for yourself…

Part 1 – What does it take to pass the exam?

Part 1 - What's covered?

Chapter 1 – the keys to passing the MCS

What are the most important factors in passing the CIMA Management Case Study exam and what do you need to do to achieve that? Our first video answers these key questions as well as providing a general introduction to the exam.

Chapter 2 – the exam

In order to pass the exam you need to understand what it looks like! We review the nature of the exam and run you through what you will be faced with on exam day.

Chapter 3 – your role

CIMA provide you with a ‘role to play’ for your exam. What is that role and what does this mean for the way you answer the questions in the exam? The examiner has commented that people playing the role well score more marks, so this is critical to you passing.

Chapter 4 – how to analyse the pre-seen

The CIMA examiners regularly comment that people do not use the pre-seen information enough in their exam. We provide a step by step approach to analysing the pre-seen to get the most from it which is useful to those people who don’t use the Astranti Case Study analysis.

Chapter 5 – answering the question

The examiner’s most common criticism of student scripts is ‘not answering the question asked’. The problem is people not properly identifying the requirements – it’s harder than it sounds! This video shows you how to avoid this most common of errors.

Total video running time: over 3 hours

Part 2 – Exam planning and writing

Part 2 - What's covered?

Chapter 6 – why you must plan your answers

Planning is one of the keys to passing the CIMA Management Case Study, yet most people don’t plan. In this video, we outline why planning is so important and why it is key to passing.

Chapter 7 – the 9 stages of exam planning

Our 9 step planning approach ensures you create answers that meet all the key requirements the examiner requires from a script. Follow these steps as the first stage in producing an excellent answer.

Chapter 8 – planning practice

You will only excel at planning through practice. Having been shown how to plan, it’s now your turn! We provide a question for you to plan, run through the solution and show you what an excellent plan for that question would look like.

Chapter 9 – writing approach

Using the right writing style makes a significant difference to the mark you score. So what is the style you should use that will enable you to score the most marks from the ideas you generate? This video demonstrates the style that markers say helps them give you the most marks.

Chapter 10 – writing practice

Can you produce a script like the good scripts you’ve just been shown? You will be given a question and will be shown how to evaluate that script to ensure you are writing your answer in a way that is scoring the most marks from the points made.

Additional content – lessons from student scripts

We examine a range of student Case Study scripts. You will see the good scripts, so you’ve got a clear idea what to produce in the exam, and the bad scripts, so you can learn what not to do!

Total video running time: over 4 hours

Part 3 – Scoring high marks on the pre-seen

Part 3 - What's covered?

Chapter 11 – how is the MCS marked?

By understanding how the Management Case Study exam is marked, you can tailor your answer to ensure you pick up all the key marks and miss out things that aren’t scoring well.

Chapter 12 – time management

The most important skill to master to pass this exam is time management. That’s not just us saying that it’s the top answer to the regular post exam poll we conduct of our students. Why is this so important and how do you master your own time management in the exam? This video will show you.

Chapter 13 – the optimum approach to preparing for the MCS exam

As you approach the exam what do you need to do to prepare in the best way? We will guide you through the steps you need to take to ensure you pass.

Chapter 14 – application to the MCS

Having the ability to apply your knowledge of the theory to the pre-seen scenario is crucial when preparing for the MCS exam. This section provides a series of templates and guides for you to do just this, linking in with some of the key theory and models from operational level.

Additional content – the examiner’s analysis of a real student script

There’s nothing better than hearing what the CIMA examiner wants from your Case Study exam. Luckily the examiner has provided us with an analysis of a real exam script with her commentary on what’s good and how it can be improved. We analyse this script and her comments and pick out the key learning points so you can produce a script which meets her needs.

Additional content – the marking grid

Our marking grid is tailored to give you feedback on the key areas of exam technique required to pass the MCS exam. In this video, we review each of these key areas and show you how to use the feedback given from your marked mocks to improve.

Additional content – review of examiner post exam reports

At the end of each exam, the examiner provides guidance on the key strengths and weaknesses in that set of exams. By examining a range of reports over a number of years we learn what she is looking for from your script, what you need to do to score well and what traps you need to avoid. We also examine how her feedback has changed over the years so you understand her current thinking.

Total video running time: over 3 hours

What our students have to say…

Please see our  testimonials page  for our latest student reviews. Here are a couple of examples:

“I’ve just passed my SCS and couldn’t have done it without Astranti.

I purchased the full course and it was brilliant; the preseen analysis was very useful, the exam technique was absolutely vital, and I was really grateful for the marked mocks and support from tutors (and other students).

This was my first case study having completed the other levels many moons ago before they introduced case studies at every level. I’d self studied the Strategic OTs and scraped through but there’s no way I could have passed the case study on my own.”

CIMA Qualified , July 2022

“Fantastic course for the Operational Case Study CIMA exam. I normally study for my exams with textbooks, but as I didn’t know where to start with the first case study exam, I purchased the full Astranti OCS course, which was well worth it.

Everything I needed was included and it helped me untangle what my priorities should be in revising, as well as teaching me the best exam techniques.

Passed first time which I put down to the excellent course structure, materials, and very communicative and helpful staff.”

Passed CIMA OCS , January 2022

Purchase the ‘how to pass the case study’ mini-course

The ‘How To Pass The Case Study’ Mini-Course is also part of our MCS Premium and Essentials Courses. Head to the course page to find out more.

MCS ‘How To Pass The Case Study’ Mini-Course £165

To qualify for the pass guarantee you need to ensure you complete ALL of the following steps. Failure to complete all of these steps will mean you will not qualify.

View & Print:

1. Click the “View + Print” link to view the study text.

2.  Wait  for all of the pages to load , this can sometimes take a couple of minutes depending on the size of the document (scroll to the last page to ensure that every page loads).

3.  Click  on the print icon within the document viewer (NOT the print icon in the browser menu).

4.  Follow  the steps to print.

Other things to try:

Please try an alternative browser.   Google Chrome and Firefox are recommended, but other  browsers may also work.  Updating your browser to the latest version can help your document load more quickly.

If you are using Windows XP and a version of Internet Explorer older than 9, we cannot guarantee  that printing will be possible. We recommend obtaining access to a computer with at least Windows 7.

Updating to the latest  version of flash can help to resolve some people’s printing issues ( download the latest version of flash .)

If your document fails to load, try clearing your cache and browser history. If your documents still do not load it may be due to the network you are on. We suggest trying to print on a different network.

If you still cannot print your document we suggest using a different computer and/or printer in case you are experiencing a hardware issue.

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Exam Resource

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Examination timetable with dates for all aspects of multiple CS windows

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Guidance and resources to help members comply with their legal and professional responsibilities around AML.

Technical releases

ICAEW Technical Releases are a source of good practice guidance on technical and practice issues relevant to ICAEW Chartered Accountants and other finance professionals.

• ICAEW Technical Releases
• Thought leadership

ICAEW's Thought Leadership reports provide clarity and insight on the current and future challenges to the accountancy profession. Our charitable trusts also provide funding for academic research into accountancy.

• Academic research funding

Technical Advisory Services helpsheets

Practical, technical and ethical guidance highlighting the most important issues for members, whether in practice or in business.

• ICAEW Technical Advisory Services helpsheets

Bloomsbury – free for eligible firms

In partnership with Bloomsbury Professional, ICAEW have provided eligible firms with free access to Bloomsbury’s comprehensive online library of around 80 titles from leading tax and accounting subject matter experts.

• Bloomsbury Accounting and Tax Service

Country resources

Our resources by country provide access to intelligence on over 170 countries and territories including economic forecasts, guides to doing business and information on the tax climate in each jurisdiction.

Industries and sectors

Thought leadership, technical resources and professional guidance to support the professional development of members working in specific industries and sectors.

Audit and Assurance

The audit, assurance and internal audit area has information and guidance on technical and practical matters in relation to these three areas of practice. There are links to events, publications, technical help and audit representations.

The most up-to-date thought leadership, insights, technical resources and professional guidance to support ICAEW members working in and with industry with their professional development.

• Corporate Finance

Companies, advisers and investors making decisions about creating, developing and acquiring businesses – and the wide range of advisory careers that require this specialist professional expertise.

• Corporate governance

Corporate governance is the system by which companies are directed and controlled. Find out more about corporate governance principles, codes and reports, Board subcommittees, roles and responsibilities and shareholder relations. Corporate governance involves balancing the interests of a company’s many stakeholders, such as shareholders, employees, management, customers, suppliers, financiers and the community. Getting governance right is essential to build public trust in companies.

Corporate reporting

View a range of practical resources on UK GAAP, IFRS, UK regulation for company accounts and non-financial reporting. Plus find out more about the ICAEW Corporate Reporting Faculty.

Expert analysis on the latest national and international economic issues and trends, and interviews with prominent voices across the finance industry, alongside data on the state of the economy.

• Financial Services

View articles and resources on the financial services sector.

• Practice resources

For ICAEW's members in practice, this area brings together the most up-to-date thought leadership, technical resources and professional guidance to help you in your professional life.

Public Sector

Many ICAEW members work in or with the public sector to deliver public priorities and strong public finances. ICAEW acts in the public interest to support strong financial leadership and better financial management across the public sector – featuring transparency, accountability, governance and ethics – to ensure that public money is spent wisely and that public finances are sustainable.

Sustainability and climate change

Sustainability describes a world that does not live by eating into its capital, whether natural, economic or social. Members in practice, in business and private individuals all have a role to play if sustainability goals are to be met. The work being undertaken by ICAEW in this area is to change behaviour to drive sustainable outcomes.

The Tax area has information and guidance on technical and practical tax matters. There are links to events, the latest tax news and the Tax Faculty’s publications, including helpsheets, webinars and Tax representations.

Keep up-to-date with tech issues and developments, including artificial intelligence (AI), blockchain, big data, and cyber security.

Trust & Ethics

Guidance and resources on key issues, including economic crime, business law, better regulation and ethics. Read through ICAEW’s Code of Ethics and supporting information.

Communities

ICAEW Communities

Information, guidance and networking opportunities on industry sectors, professional specialisms and at various stages throughout your career. Free for ICAEW members and students.

• Discover a new community

ICAEW Faculties

The accountancy profession is facing change and uncertainty. The ICAEW Faculties can help by providing you with timely and relevant support.

• Choose to join any of the faculties

UK groups and societies

We have teams on the ground in: East of England, the Midlands, London and South East, Northern, South West, Yorkshire and Humberside, Wales and Scotland.

• Access your UK region

Worldwide support and services

Support and services we offer our members in Africa, America, Canada, the Caribbean, Europe, Greater China, the Middle East, Oceania and South East Asia.

• Discover our services

ICAEW Faculties are 'centres of technical excellence', strongly committed to enhancing your professional development and helping you to meet your CPD requirements every year. They offer exclusive content, events and webinars, customised for your sector - which you should be able to easily record, when the time comes for the completion of your CPD declaration. Our offering isn't exclusive to Institute members. As a faculty member, the same resources are available to you to ensure you stay ahead of the competition.

Communities by industry / sector

Communities by life stage and workplace, communities by professional specialism, local groups and societies.

We aim to support you wherever in the world you work. Our regional offices and network of volunteers run events and provide access to local accounting updates in major finance centres around the globe.

• Ukraine crisis: central resource hub

Learn about the actions that ICAEW members are taking to ensure that their clients comply with sanctions imposed by different countries and jurisdictions, and read about the support available from ICAEW.

Insights pulls together the best opinion, analysis, interviews, videos and podcasts on the key issues affecting accountancy and business.

• See the latest insights
• Making COP count

This series looks at the role the accountancy profession can play in addressing the climate crisis and building a sustainable economy.

• Read more on COP28

Professional development and skills

With new requirements on ICAEW members for continuing professional development, we bring together resources to support you through the changes and look at the skills accountants need for the future.

• Visit the hub

When Chartered Accountants Save The World

Find out how chartered accountants are helping to tackle some of the most urgent social challenges within the UN Sustainable Development Goals, and explore how the profession could do even more.

• Read our major series

Insights specials

A listing of one-off Insights specials that focus on a particular subject, interviewing the key people, identifying developing trends and examining the underlying issues.

Top podcasts

Insights by topic.

ICAEW Regulation

• Regulatory News

View the latest regulatory updates and guidance and subscribe to our monthly newsletter, Regulatory & Conduct News.

• Regulatory Consultations

Strengthening trust in the profession

Our role as a world-leading improvement regulator is to strengthen trust and protect the public. We do this by enabling, evaluating and enforcing the highest standards in the profession. 

Regulatory applications

Find out how you can become authorised by ICAEW as a regulated firm. 

ICAEW codes and regulations

Professional conduct and complaints, statutory regulated services overseen by icaew, regulations for icaew practice members and firms, additional guidance and support, popular search results.

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Exam system status

• ICAEW systems: status update
• Changes to our qualifications
• How-to guides for ACA students
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• Join a community
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• Fit and proper
• Level 4 Accounting Technician Apprenticeship
• Level 7 Accountancy Professional Apprenticeship
• AAT-ACA Fast Track FAQs
• ACA rules and regulations FAQs
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• ACA training agreement FAQs
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• Economy home
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• Making Tax Digital
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• Artificial intelligence
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• Trust & Ethics home
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• ICAEW Trust and Ethics team.....
• Solicitors Community
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• London and East
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• Latest news
• Access to finance special
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• Public sector financial and non-financial reporting
• More specials ...
• The economics of biodiversity
• How chartered accountants can help to safeguard trust in society
• Video: The financial controller who stole £20,000 from her company
• It’s time for chartered accountants to save the world
• Video: The CFO who tried to trick the market
• Video: Could invoice fraud affect your business?
• A busy new tax year, plus progress on the Economic Crime Act
• Does Britain have a farming problem?
• Budget 2024: does it change anything?
• Will accountants save the world? With ICAEW CEO Michael Izza
• Crunch time: VAT (or not) on poppadoms
• Where next for audit and governance reform?
• A taxing year ahead?
• What can we expect from 2024?
• COP28: making the business case for nature
• COP28: what does transition planning mean for accountants?
• What’s in the Economic Crime Act 2023?
• More podcasts...
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• Insights index
• Charter and Bye-laws
• Archive of complaints, disciplinary and fitness processes, statutory regulations and ICAEW regulations
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• Anti-money laundering supervision
• Working in the regulated area of audit
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• Quality Assurance monitoring: view from the firms
• The ICAEW Practice Assurance scheme
• Licensed Practice scheme
• Professional Indemnity Insurance (PII)
• Clients' Money Regulations
• Taxation (PCRT) Regulations
• ICAEW training films
• Helpsheets and guidance by topic
• ICAEW's regulatory expertise and history

ACA dates and deadlines

ACA Professional and Advanced Level exam dates, results dates and exam booking deadlines.

Visit the  Level 4 Accounting Technician page  or Level 7 Accountancy Professional page  for key dates and deadlines.

Remember to frequently check our dedicated exam system status  page for all the latest exam updates which may affect you.

You only have a limited time to book your place as exams are booked on a first come, first-served basis – so it is essential that you plan ahead. Make sure you know the date exam bookings open and close. All the dates you need for 2024 are also included in this year's  ACA planner .

We cannot accept late bookings or changes to an exam application after the booking deadline and any errors or omissions cannot be corrected after the booking deadline.

Professional Level  

2024 key dates, 2025 key dates, march 1 , june, september and december exam sessions.

1  March: A limited number of exam venues open during the March session.

2  Financial Accounting and Reporting: You are required to sit and pass one of these exams. Please ensure that you apply for the correct exam.

3  Business Planning: you are required to sit and pass one of these exams, either the banking, insurance or taxation version. Please ensure that you apply for the correct exam.

2024 advance information

2025 advance information, july and november exam sessions.

Please note: ICAEW reserves the right to vary examination dates, deadlines and times. Timetables for exams held outside the UK will vary, please check your admission details for confirmation.

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UC Davis Graduate Studies

Taco-bout case management services for grad students, event date tue, apr 23, 2024 @ 12:00pm - 1:30pm.

Join the Office of Student Support and Judicial Affairs (OSSJA) in 1220 Walker Hall on April 23 for a taco hour to learn about case management services and how these services could help graduate students during challenging times that affect their success. Graduate students will get the opportunity to meet the OSSJA Case Management Team and ask questions about their services. If you have any questions, feel free to contact Panhoia Lee, [email protected] .