Professional Documents
Culture Documents
Candidate’s guide –
graduate route to
membership
www.rics.org
Candidate’s guide –
graduate route to membership
Contents
Section one Introduction 2 Section seven APC training – 11
Commitment is key what’s involved
Timelines for graduate routes 1 and 2
Section two Overview of the APC 3 Day-to-day
What is the APC? Half-way point (graduate route 1)
Graduate routes to membership Final assessment application
Graduate routes 1 and 2 – at a glance Final assessment records
The competency approach Final assessment checklist
Eligibility
Section eight Professional 14
Section three Before you 6 development
start training Professional development plan
Registering for the APC Personal skills development
Change of employment Technical skills development
Change of route to membership Professional practice skills development
Selection, planning and evaluation
Part-time/distance learning/placement
Section four Choosing your 7 students
competencies
The mandatory competencies
The technical competencies
Section nine Rules of Conduct 16
Section ten Critical analysis 17
Section five Key elements 9 Critical analysis format and content
of the APC Points to watch
Structured training
Diary Section eleven Final assessment 18
Log book
interview
Progress reports
Presentation
Achievement records
Interview
Final assessment records
Professional development
Critical analysis Section twelve After the assessment 19
Results
Referrals
Section six The people 10 Appeals
Your employer
Assessments outside the UK
Your supervisor
Your counsellor
The assessors Section thirteen Where to find help 20
The RICS training adviser Further information
Your local region Finally
The APC doctor
1
Section one
Introduction
Commitment is key
This guide will help you prepare for the
commitment and responsibility that go with training
for the Assessment of Professional Competence
(APC). Completing this successfully leads to
professional membership of RICS. These guides
are generic and apply to all world regions. For
specific advice on the APC in your own world
region, check the RICS website and/or speak to
your local RICS administrator.
2
Section two
Overview of the APC
Academic Qualifications Relevant Prior APC Structured Training APC Final Assessment
Experience Interview
*Those undertaking an accredited postgraduate degree part-time may enrol on to the APC and complete the structured training concurrently.
They must have graduated from the RICS accredited degree course before being eligible to take the final assessment.
The minimum duration of structured training is 24 months (graduate route 1) or 12 months (graduate route 2). However, RICS will allow
submissions for final assessment to be made at 23/11 months, provided all other criteria are met - competencies achieved, diary and
professional development record complete.
Final assessment submissions are detailed on page 14.
3
The competency approach In addition to achieving the required levels of knowledge,
skills and behaviours set out in the competencies, you must
The APC structured training period is primarily competency-
also demonstrate that you:
based. It requires you, the candidate, to demonstrate that you
have the skills and abilities needed to perform specific tasks • are a good ambassador for your profession, RICS and
or functions. The competencies are based on attitudes and your employer
behaviours as well as skills and knowledge.
• are aware of the professional and commercial implications
The specific competencies you must demonstrate depend of your work
on the APC pathway you follow. The pathways are listed
• understand your clients’ and employer’s objectives
on page 7.
• have an up-to-date and developing knowledge of legal and
Your choice of pathway will be determined by your
technical matters relevant to the work you do and the law
employment as you can only demonstrate competence on the
of the region or country in which you practise
basis of actual work experience. Your supervisor, who will
normally be your line manager, will advise you on your choice • have the confidence to work unsupervised.
of pathway. The detailed requirements for each pathway are
set out in the APC/ATC requirements and competencies
guide, July 2006. There is also a Pathway Guide for each of Eligibility
the APC pathways, which can be downloaded at To register and start your APC you must be in suitable
www.rics.org/pathway. employment (in the UK, this must be with a firm that has a
structured training agreement in place, although in the absence
Your training must be structured to make sure you achieve
of an agreement provisional enrolment may be possible). Further
the required competencies. Throughout the APC your
details are given on page 9.
supervisor and counsellor will continually monitor your
progress. You will not be able to apply for the final The point at which you are eligible to start the APC depends on:
assessment interview until your supervisor and counsellor
• whether the RICS accredited degree you are taking
certify that, in their opinion, you have reached the level of
(or have completed) is undergraduate or postgraduate
competence required and have fulfilled the minimum
training period. • the mode of study you are following.
4
Undergraduate start points
Full-time Start structured training as soon as you Start structured training as soon as you
are in relevant employment are in relevant employment
Part-time/distance learning Start structured training as soon as you have Start structured training after successful
completed second level of the degree. completion of the accredited degree
A maximum 12 months can be completed
concurrently with your studies. The second
period of training must be after successful
completion of the accredited degree
Placement (sandwich) Start structured training when you start Start structured training after successful
your work placement, provided you have completion of accredited degree
also completed the second level of the
degree. The second 12 months’ training
must be after successful completion of
the accredited degree
Part-time/distance learning Start structured training as soon as you begin your course provided you are in relevant
employment. You can complete the required structured training concurrently with your studies
There is some limited scope for backdating the start date for recording training: see next page for details.
5
Section three
Before you start training
6
Section four
Choosing your competencies
7
The technical competencies
For each APC pathway, specific technical competencies must
be achieved. These are divided into core and optional. For each
APC pathway, the specific Pathway Guide explains how the
competencies should be interpreted in the context of your area
of professional practice.
It is important that you give careful thought to your choice
and combination of competencies. The combination of core
and optional competencies will reflect the work you do in your
day-to-day environment (driven by the needs of your
employer/clients). You will be advised on your choice by your
supervisor and counsellor. Do not necessarily expect to make
your full choice of optional competencies at the start of your
training. Your choice may alter as your training develops.
The choice and combination of competencies will be a reflection
of your judgement and that of your supervisor and counsellor.
At the final assessment interview, the assessors will take these
choices into account and will consider their appropriateness.
The number of days taken to reach the appropriate level of
competence will depend on a combination of the following:
• the starting point – has there been any previous experience
• your aptitude and speed of progress with the competency
• the quality of the training and experience provided
• the particular competency.
8
Section five
Key elements of the APC
The key elements of the APC are Your record-keeping in more detail
• Meeting the requirements for enrolment: As soon as you enrol, you must download the pack of record-
keeping templates. These are the records you will complete as
• Appointment of supervisor and counsellor
you progress through your APC, and submit to RICS when you
• Selection and planning of competencies are ready for final assessment. Go to www.rics.org/apc and
follow the links for your world region. The pack comes with
• Training, experience and professional development
detailed guidance on completing the templates.
• Recording your experience and training daily in your APC
You will also be keeping your own records in the form of a
diary, and summarising this monthly in your logbook
training diary. You will use the information in your diary to
• Regular supervision meetings complete the log book/achievement record. You should not
• Confirmation of progress by your supervisor and counsellor, record a period of less than half a day. You do not need to
and revision of the training plan as necessary record the mandatory competencies in your diary. These are an
intrinsic part of your day-to-day work and are not normally part
• Preparation of your final assessment submissions - signed of the minimum days of experience. However, you must record
off competencies, logbook, records of your professional your attainment of the mandatory competencies in your
development, and critical analysis achievement record. A diary template is on www.rics.org/apc
• Application for final assessment
• Final assessment interview
• Results
9
Section six
The people
These are the people who will influence your progress towards The supervisor and counsellor should normally be different
achieving RICS membership. people. Either your supervisor or counsellor must have
experience of the competency requirements of your chosen
You: must commit to following the process through from
APC pathway. If your supervisor or counsellor changes during
beginning to end. You must familiarise yourself with the
your training, you must ensure your original supervisor/
guidance and abide by it throughout your training. You must
counsellor agrees the competency levels..
plan and organise your time conscientiously, and keep your
records assiduously. You will co-operate fully with your supervisor The assessors: chartered surveyors who conduct your final
and counsellor. You will also take responsibility for your own assessment interview. The interview panel has a minimum of
professional development, undertaking independent learning. two members. All assessors are specially trained for this
purpose.
Your employer: must complete the APC enrolment form with
you. Your employer must encourage you, make facilities and The RICS training adviser (RTA) (UK only): professional
time available to you and ensure you complete certain trainers appointed by RICS on a part-time basis who advise
documents at the right time. Some employers may not be able employers on setting up and running structured training
to give you access to the full range of experience needed. If this agreements. They also advise on the best way of assessing
is the case you may need to gain a temporary secondment to trainees, and approve and monitor the training schemes.
supplement your experience or even change employer.
Your local region: in the UK, can provide some of the
Your supervisor: normally but not necessarily a chartered activities you need to fulfil your professional development.
surveyor, your supervisor is appointed at your work place. Outside the UK, RICS administrators can help you source
Your supervisor, normally your line manager, is responsible for training and CPD/lifelong learning.
giving you guidance on your training and day-to-day work.
The APC doctor (UK only): a volunteer chartered surveyor
Your counsellor: must be a chartered surveyor and is usually appointed by RICS and available to give general advice.
(but does not have to be) appointed at your work place. If at any time during your training you need an APC doctor,
The counsellor works in partnership with your supervisor and will contact the RICS Contact Centre or look on www.rics.org.
assess your achievement record. They both decide when you Outside the UK, ask your local administrator for details of the
are ready to apply for final assessment, certify all the documents APC buddy system.
you submit for final assessment, and ensure your training is
structured to meet the needs of your APC pathway. RICS will
record details of your counsellor to ensure that up-to-date
information about the APC can be communicated. You must
inform RICS if your counsellor changes.
10
Section seven
APC training – what’s involved
5
6-month supervisor’s meeting
6-month counsellor’s meeting 6
10
11
12-month supervisor’s meeting Begin identifying suitable project(s)
12 month counsellor’s meeting 12 for critical analysis
13
14
17
18-month supervisor’s meeting;
18-month counsellor’s meeting 18
19
20
21
22
23-month final assessment meeting with supervisor and
counsellor; earliest date to send RICS your final 23 Critical analysis complete
assessment application and submissions.
11
Graduate route 2 minimum timeline
Month
APC enrolment Supervisor and counsellor appointed. Start diary,
log book, recording professional development
1 Begin identifying suitable project(s)
for critical analysis
2
3-month supervisor’s meeting 3
4
Critical analysis – identify and agree subject, prepare
5 synopsis, discuss with supervisor/counsellor
6-month supervisor’s meeting
6-month counsellor’s meeting 6
8
9-month supervisor’s meeting 9
10
11-month final assessment meeting with supervisor and
counsellor; earliest date to send RICS your final 11 Critical analysis complete
assessment application and submissions.
12
This will: Log book
• act as a self assessment tool against your training plan After application for final assessment, you must continue to record
your experience in your log book. This ongoing record is essential
• provide guidance as to the breadth and depth of your training
for candidates who are referred.
• ensure that you achieve a balanced approach in your training
• help with your written communication skills ready for the Final assessment submissions
reports you will prepare for the final assessment.
You must ensure your supervisor and counsellor sign your
submissions as required - see the instructions with your
Final assessment application download pack.
It is your responsibility to keep all key dates in your work
schedule. All the assessment information is on www.rics.org/apc
You will have decided your target final assessment date with
your supervisor and counsellor.
To apply for final assessment: send your application to
RICS during the dates shown on www.rics.org/apc (follow the
links for final assessment arrangements for your world region).
You will then have one month to complete and send to RICS
your final assessment submissions, which you downloaded
when you enrolled and which you should have been filling in
throughout your structured training (graduate route 3 candidates
– see separate guidance). These submissions must be
complete or you will not be eligible to take the final
assessment. Once these submissions are received by RICS,
you will be sent confirmation of the date, time and venue of your
final assessment. You will be sent these details one month prior
to your assessment.
To defer your final assessment: contact RICS immediately
if you decide that you will not be ready for your target final
assessment date. There is a charge for deferral.
13
Section eight
Professional development
It is your responsibility to plan and achieve professional Special attention must be given to the principles underpinning
development. For each 12 months’ structured training, you professional development. It should be:
must undertake a minimum 48 hours’ professional development. • gained in a structured manner
This helps you to gain extra skills and knowledge which are
• based on an explicit process of selecting, planning and
not always possible to get within the week-to-week business
evaluating the activities
of your organisation. For example, you might study business
management, professional ethics or information technology • reflect learning from informal training sources eg structured
through formal training courses, distance learning reading, secondments.
programmes or more informal structured reading. It is Professional development should complement and support
important your supervisor and counsellor take an active interest your mandatory and technical competencies. RICS suggests
and help with the planning and evaluation of your the following framework to help you and your employer
professional development. design a flexible plan that reflects your development needs.
14
Personal skills development Part-time/distance learning/
Development of transferable personal and interpersonal placement students
skills such as: If you are on a part-time or distance learning accredited degree,
RICS will consider your final year as counting towards your
• communication
professional development for that year. This should be
• client care supplemented by other professional development activities
for that year.
• data management
If you are a placement student, you may be taking structured
• information technology
study as part of your year in industry. You must have a
• teamworking. certificate from your university confirming this. You must submit
this with your application for final assessment as it will
contribute to the 48 hours’ professional development. However,
Technical skills development this will not provide all your professional development and
Development of competencies related to your APC should be supplemented by other activities.
pathway. This could include short update sessions and
skills-based training.
15
Section
Rules of Conduct
nine
The Rules of Conduct for members set professional parameters
for individual members and govern matters such as ethics,
personal solvency and lifelong learning. The Rules of Conduct
for members apply to all members worldwide. You must abide by
them at all times.
The Rules of Conduct for firms set out the requirements for the
conduct of business by professional practices. They govern
matters such as professional indemnity insurance, holding
clients’ money and complaints handling. The Rules of Conduct
for firms apply only to firms regulated by RICS.
In your final assessment interview the assessors will question
you on the rules of conduct, so you must familiarise yourself
with them. Download the rules for firms and members by visiting
the web site: www.rics.org/newregulation
16
Section ten
Critical analysis
The critical analysis is a written report of a project or projects • Your proposed solution: you must give a detailed
with which you have been involved during your training. Your account of the reasons supporting your adopted course of
choice of topic is very important and must reflect your APC action. Relate your reasons to the technical competencies.
pathway. You may be working for a large organisation where you Think about all the aspects that support your decision, for
have been involved with a complex instruction or project. Your example client care, financial, technical, professional, rules of
role and contribution could be an appropriate topic. Alternatively, conduct, ethics and conflicts of interest.
the instruction or project may be more straightforward and not
• Conclusion and analysis of experience gained: finally,
of great financial value. It may simply be typical of the work you
and most importantly, your conclusion must provide a critical
have been involved with during your training. Ideally your critical
appraisal of the outcomes, with a statement of what you
analysis should focus on one aspect of your work. You may
learned from the experience. This part of your report should
want to use a number of projects to highlight an issue or aspect
comprise approximately one third of the total number of
of your work. The project may be based on, or include, work
words. You should look at the project, consider what has gone
undertaken outside your country of practice.
well and identify what did not go well. You can then plan how
You are not necessarily expected to be running the project. It is you might improve the next time you carry out a similar task.
your involvement or role in the team that you must outline, Stand back from the project and reflect on what you
analyse and comment on. If the project has been running for have learned.
some time you may not have been involved from the start, your
The assessors will use your critical analysis as a starting point to
involvement may not have been continuous, or the project may
question you beyond what you actually did, probing your
not be finished when you prepare your critical analysis. In this
understanding of your project’s wider issues. Start thinking
latter case, you should provide a prognosis of the outcome. If
about these processes while you are writing your critical analysis
you know the outcome between sending in your critical analysis
so you are well prepared for the interview. Focus on matters that
and your interview, include it in your presentation.
cross the whole project.
17
Section eleven
Final assessment interview
• have an acceptable understanding of the role and • the broader aspects of your experience and knowledge,
responsibilities of a chartered surveyor including ethics, RICS rules of conduct and current issues of
concern to the profession.
• can apply your professional and technical skills to benefit
those who employ your services. The assessors will base the questioning on the law and practice
of the country in which the interview is held.
On the critical analysis, the assessors will normally ask you about
Presentation
what you did and about why you took a particular approach.
You will give a 10-minute presentation to the assessors on the They will also ask about your understanding of the wider issues
purpose, investigations and conclusions of your critical analysis. surrounding your report.
Note: presentation facilities will not be provided The assessors will be trying to determine your general level of
at assessment centres. ability; they do not expect you to be an expert in every area of
professional activity. They will be looking to ensure you have
achieved at least the minimum required levels of competence in
key areas for the clients you serve, and that you understand the
level of professional conduct expected of a member of RICS.
The assessors will take a holistic view of your training, final
assessment submissions, presentation and interview. Poorer
performance in one area may be balanced out by an excellent
performance elsewhere.
18
Section twelve
After the assessment
Results Appeals
RICS will notify you of your results 21 days after your interview. Naturally, a referral is disappointing. Sometimes a candidate will
It is your responsibility to check RICS has your up-to-date feel that s/he has not had a fair assessment. RICS accepts
address. You will receive either a pass or a referral. If you are that among the large number of final assessment interviews,
successful you will be awarded professional membership of there may be occasions when mistakes are made. For this
RICS (MRICS). If you receive a referral you will be informed of reason, in certain specific circumstances, there is a right of
the next steps to be taken. appeal. You will have 10 working days from the date of the
For security and data protection reasons, RICS will not give results letter from RICS to make an appeal. Details of how to
results over the telephone, email or to a third party. make an appeal are on www.rics.org/apc - follow the links to
the Final Assessment FAQs (you should also contact your local
RICS administrator to ensure that you send it to the right place
Referrals within the time allowed). Appeals may be made for one of
If the outcome is a referral you will be sent a referral report three reasons:
explaining why the assessors reached this decision. To be • administrative or procedural matters: for example, the panel
eligible for re-assessment you must normally: may not have been provided with the correct information
• complete some further relevant professional experience • questioning and testing of competence that has concentrated
• do a minimum of a further 24 hours’ professional development too much outside of the main areas of training and experience
• write a new critical analysis or, if required, re-submit the • any form of discrimination.
original, suitably updated and amended (note: you can use When an appeal is made it must:
the same critical analysis for a maximum of two assessments,
after which an entirely new one will be required) • be in writing, accompanied by the appropriate fee
• agree with your supervisor and counsellor how you will • be made by you and not a third party
address the deficiencies identified in the referral report,
• clearly state the grounds on which the appeal is being made,
record your progress, and submit this record together with
supported by appropriate evidence.
your original submission documents.
Once you have completed the above, you will be re-interviewed.
Assessments outside the UK
You must continue to maintain and record your experience until
you are successful. If you have not applied for the next available Many countries around the world have national associations
assessment the above is a minimum requirement; for example which administer the APC. Where there is no local
the professional development requirement will increase for every representation, assessments are administered by RICS in
six-month period. the UK.
19
Section thirteen
Where to find help
If you need any help during the training period please call:
RICS Contact Centre
T +44 (0)870 333 1600
F +44 (0)20 7334 3811
E contactrics@rics.org
W www.rics.org
Finally
Remember to ensure that RICS has your
up-to-date email address.
20
rics.org
Worldwide media In a world where more and more people, governments, banks and
enquiries: commercial organisations demand greater certainty of professional
E pressoffice@rics.org standards and ethics, attaining RICS status is the recognised
Contact Centre: mark of property professionalism.
E contactrics@rics.org
T +44 (0)870 333 1600 Over 100 000 property professionals working in the major established
F +44 (0)20 7334 3811 and emerging economies of the world have already recognised the
importance of securing RICS status by becoming members.
RICS is an independent professional body originally established
in the UK by Royal Charter. Since 1868, RICS has been committed
to setting and upholding the highest standards of excellence and
integrity – providing impartial, authoritative advice on key issues
affecting businesses and society.
RICS has a worldwide network. For further information simply contact
the relevant RICS office or our Contact Centre.