Scenarios

If you do accountancy or bookkeeping work for a charity, these questions and responses will help you ascertain whether you need a practising certificate or not.

If you are a self-employed consultant or part of a consultancy group, use these scenarios to find out whether you require a practising certificate.

If you are a principal of a corporate finance boutique, you may need a PC.

If you are named as an executor of a will, whether you need a practising certificate depends on the capacity in which you’ll be carrying out your duties. These scenarios should help to make the distinction clear.

If you're an interim finance director or work as a sole practitioner providing FD services, take a look at these scenarios to see if you are likely to need a PC.

If you are in practice in a Crown Dependency, these scenarios will help you determine whether you require a PC or not.

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.

These scenarios cover other topics relating to public practice, including functional titles and roles containing the term 'principal'.