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Portfolio Careers Community resources

Key resources for Portfolio Careers Community members.

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Developing your business and career

Choose how you learn with CABA
  • CABA
Fit an e-learning course around your schedule or work directly with our CABA’s expert trainers. ACA students, past and present ICAEW members and their close family can choose from 32 free personal and professional development courses and learn in a way that suits them.
Career and personal development
  • ICAEW Library and Information Service
Find guides and other resources on careers, job hunting, professional development and personal skills to help you at work.

Helplines

TECHNICAL ADVISORY SERVICES Technical and ethics support
  • Technical Advisory Services
Whatever your technical or ethical query, ICAEW members, affiliates, ICAEW students and staff in eligible firms with member firm access can phone +44 (0)1908 248 250 for objective, confidential advice from the experts.

Practising Certificates

Practising certificates: what's changed?
  • 10 May 2023
  • ICAEW
ICAEW has issued new guidance to help members understand when they need a practising certificate.
Do I need a practising certificate?
  • 03 May 2023
  • ICAEW
Guidelines to help you decide if you require a practising certificate.
Portfolio career scenarios
  • 07 Jun 2023
If you have a portfolio career you'll need to look closely at the different roles you hold and assess whether each one requires you to have a practising certificate.

Engagement letters

Engagement letters
  • ICAEW Library and Information Service
Engagement letters are a key document in the relationship between you and your client, providing a written confirmation of the work that will be carried out. The Library can provide sample wording for a wide variety of engagement letters.
Exclusive What if you have not issued an engagement letter?
  • Technical Advisory Services
Technical helpsheet providing guidance for members in practice who choose not to issue engagement letters for non-regulated work.
Writing fair contracts: guidance for business
Government produced guides to help businesses ensure that their contract terms and notices are fair and clear for consumers.

Know your client

Help is at hand to know your client better
  • 26 Jan 2021
ICAEW has produced a short video to help members know their clients better using open sources of information.

Professional indemnity insurance

PROFESSIONAL STANDARDS DEPARTMENT Guidance on PII
  • 12 May 2017
  • PDF (173kb)
  • Professional Standards Department
Important information about your firm's Professional Indemnity Insurance.
PRACTICE DEPARTMENT Professional Indemnity Insurance (PII)
  • 17 Jun 2014
Professional indemnity insurance (PII) is compulsory for all ICAEW members who have a practising certificate and engage in public practice. PII is a requirement for a number of regulations.
PROFESSIONAL STANDARDS DEPARTMENT Managing professional liability
  • 05 Aug 2017
  • Professional Standards Department
Guidance to help members manage their risk of potential liability because of an act or omission resulting in financial loss.
PROFESSIONAL STANDARDS DEPARTMENT Insurers: key issues for consideration
  • 02 Oct 2018
  • PDF (147kb)
Insurers: key issues for consideration

Ethics

Economic crime Access guidance, resources and tools relating to the prevention of economic crime, including legislative developments, anti-money laundering, fraud, bribery and corruption, and modern slavery.
Case studies Useful resources for members to help resolve ethical dilemmas in business, practice and the public sector.
Exclusive TECHNICAL ADVISORY SERVICES The ethics of a Chartered Accountant in business
  • 01 Jan 2015
  • Ethics Advisory Service
Technical helpsheet issued to highlight key ethical responsibilities under the ICAEW Code of Ethics.
TECHNICAL ADVISORY SERVICES Ethics helpsheets
  • 20 Apr 2016
  • Technical Advisory Services
Helpsheets prepared by ICAEW's Ethics Advisory Service to assist you in your day-to-day work. We offer practical advice, respond to frequently asked questions and highlight the issues you may need to consider.
FAQs on the ICAEW disciplinary process (for ICAEW members, firms and ACA students who have received a complaint against them)
  • 28 Apr 2011
This page answers some of the questions you may have if there is a complaint against you or your firm.
PROFESSIONAL STANDARDS DEPARTMENT What to do if you receive a complaint against you and/or your firm
  • 12 Dec 2016
  • Professional Standards Department
Information and support for ICAEW firms, members, affiliates, or any other relevant person who has received a complaint against them. We understand that finding out that a complaint has been made against you or your firm can be stressful. The information below is designed to guide you through the process.

Marketing and brand building

Social media marketing Find out how to use social media tools for marketing and publicity.
Personal Branding Strategy: A Roadmap for Professionals, Experts and Executives
  • 09 Aug 2023
Advice on how to take your reputation and career from obscurity to high visibility.
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Technical knowledge

Practical guidance on technical matters for interim managers, independent advisers and consultants.
Insolvency
  • 18 May 2011
ICAEW is the largest insolvency regulator in the UK. We offer the opportunity for ICAEW Chartered Accountants and non-ICAEW members to qualify and be licensed as insolvency practitioners with us. We also offer a comprehensive programme of support for our current and future insolvency practitioners including membership to our Restructuring & Insolvency Community.
Anti-money laundering Guidance and other work that we have done on anti-money laundering law and practice, in the UK and internationally.
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Tax

Tax Faculty Find out more about the Tax Faculty and upcoming events. Faculty members can access exclusive content, including TAXline, TAXguides, webinars, representations and support schemes.
TAXguides TAXguides are published by ICAEW Tax Faculty to provide practical guidance to members on important developments to tax practice and policy.
Tax 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.

IR35

Exclusive IR35: fundamental problems remain, says ICAEW
  • 24 May 2022
Tax Faculty recommends restricting or removing fiscal incentives to arbitrage employment status.
Off-payroll working and IR35 Access resources related to the off-payroll working regime, commonly known as "IR35", and the taxation of intermediaries in the UK business tax regime

Industry press

The ICAEW Library & Information Service provides a hand-picked collection of industry press articles as a benefit of ICAEW membership. If you are unable to access an article, please see our Online resources troubleshooting or contact library@icaew.com.

Exclusive How to network as an accountant in 2023
  • 24 Dec 2022
  • John Graziano
Learning how to connect with other professionals is an essential skill for accountants. John Graziano shares some tips on how to make the process less overwhelming and more enjoyable.
Exclusive Accountants well-positioned to capitalize on fintech
  • 01 Jun 2022
  • Chris Gaetano
A recent report says accounting professionals are well-positioned to capitalize on the growing intersection between finance and technology ('fintech'). The report outlines the skills accountants will need to succeed in fintech and how innovation can be implemented from the perspective of various accounting and financial industry roles.
Timewise Power List
  • 01 Jan 2022
  • Timewise Solutions
Winners of the Timewise annual awards championing people and organisations who excel at flexible working.
Exclusive Rise in contractor rates
  • 01 Jan 2022
  • Deedee Doke
Discusses the effects of the IR35 off-payroll rules which came into force in April 2021, with research showing most employers have been forced to increase their contractor pay rates.
Exclusive HMRC reminds firms to use 'reasonable care' when applying new tax rules
  • 23 Feb 2021
  • Caroline Donnelly
Reports on the IR35 reforms being rolled out to the private sector in April 2021 and the compliance guidance issued by HM Revenue and Customs for firms in-scope of the new rules.
Exclusive Establish your side hustle
  • 01 May 2019
  • Dorie Clark
Article offering guidance for professional employees on how to establish a side hustle.
Exclusive Considering consulting? Ask these questions first
  • 01 Jan 2019
  • Beth A.Berk, Dawn Wotapka
Advice for accountants considering independent consulting as the next stage in their career.
Exclusive Build a portfolio career
  • 01 Sep 2018
  • Ryan Herman
Article on the role of the non-executive director and how it can form part of a portfolio life. Provides advice for those looking to become a non-executive director including how to gain suitable experience.
Terms of use

You are permitted to access articles subject to the terms of use set by our suppliers and any restrictions imposed by individual publishers. Please see individual supplier pages for full terms of use.

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Selected eBooks

The ICAEW Library & Information Service provides full text access to a selection of key business and reference eBooks from leading publishers. eBooks are available to logged-in ICAEW members, ACA students and other entitled users. If you are unable to access an eBook, please see our Help and support advice or contact library@icaew.com.

Exclusive LIBRARY Consultant's quick start guide: an action plan for your first year in business, The
  • 16 Jan 2009
  • Elaine Blech
A guide to working as a consultant from a US perspective.
Exclusive LIBRARY How to build a successful consulting practice
  • 01 Aug 2006
  • Jack Phillips
Practical guide to creating and sustaining a consulting practice.
Exclusive LIBRARY Strategic marketing planning for the small to medium-sized business: writing a marketing plan
  • 19 Jan 2012
  • David Anderson
A guide to marketing for SMEs.
Exclusive LIBRARY What color is your parachute? 2018 : a practical manual for job-hunters and career-changers.
  • 01 Jan 2018
  • Richard Nelson Bolles
The world's most popular job-search book gives guidance with up-to-the-minute information and advice for today's job-hunters and career-changers.
Terms of use

You are permitted to access, download, copy, or print out content from eBooks for your own research or study only, subject to the terms of use set by our suppliers and any restrictions imposed by individual publishers. Please see individual supplier pages for full terms of use.

Thought leadership

Our thought leadership is intended to change thinking and behaviour. We want to help our members do their jobs as best they can. Ultimately, this will enable a world of sustainable economies.
Find out more
Rodin's The Thinker
Information

Some of the content on this web page was provided by the Chartered Accountants’ Trust for Education and Research, a registered charity, which owns the library and operates it for ICAEW.