Gevorg CPA

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Templates when behind on PER (UPDATED MAY 2025)

Templates when on track with PER (UPDATED MAY 2025)

Special note to students in Alberta

Introduction

Having right expectations

Glossary of terms

Professional writing apps

Use of materials

How to use this course

PERT Tracker 2025

1.0 - Apr 2021 changes

2.0 - Intro

2.1A - Levels - Verbs

2.1B - Levels - Key verbs to use

2.2 - Levels - Progression

2.3 - Levels - Other factors

3.0 - Where to report Level 2

3.1 - Competency mapping

3.2 - Writing experience reports in PERT

4.0 - Intro

4.1 - FR1: Financial Reporting Needs/Systems

4.2 - FR2: Accounting Policies/Transactions

4.3 - FR3: Financial Report Preparation

4.4 - FR4: Financial statement analysis

5.0 - Intro

5.1 - MA1: Management Reporting Needs/Systems

5.2 - MA2: Planning, Budgeting, Forecasting

5.3 - MA3: Cost/Revenue/Profitability Management

5.4 - MA4: Organizational/Individual Performance Management

6.0 - Intro

6.1 - FN1: Financial Analysis and Planning

6.2 - FN2: Treasury Management

6.3 - FN3: Capital Budgeting/Valuation/Corporate Finance

7.0 - Intro

7.1 - SG1: Governance, Mission, Vision, Values, Mandate

7.2 - SG2: Strategy Development/Implementation

7.3 - SG3: Enterprise Risk Management

Public practice

8.0A - Intro

8.1A - TX1: Income Tax Legislation and Research

8.2A - TX2: Tax Compliance - Corporate or Personal

8.3A - TX3: Tax Planning - Corporate or Personal

Industry/corporate

8.0B - Intro

8.1B - TX1: Income Tax Legislation and Research

8.2B - TX2: Tax Compliance - Corporate or Personal

8.3B - TX3: Tax Planning - Corporate or Personal

Public practice

9.0A - Intro

9.1A - AA1: Internal Control

9.2A - AA2: Internal Audit or External Assurance Requirements

9.3A - AA3: Internal Audit Projects or External Assurance Engagements

Industry/corporate

9.1B - AA1: Internal Control

9.2B - AA2: Internal Audit or External Assurance Requirements

9.3B - AA3: Internal Audit Projects or External Assurance Engagements

10.0 - Intro

10.1 - Enabling 1 - Ethics

10.2 - Enabling 2 - Problem solving

10.3 - Enabling 3 - Communicating

10.4 - Enabling 4 - Managing Self

10.5 - Enabling 5 - Collaborating and Leading

11.0 - Why your experience is downgraded

12.0 - Graduating and application

13.0 - Basics - EVR vs PPR

EVR

14.0 - Intro

14.1 - Step 1: Create PERT profile

14.2 - Step 2: Find a mentor

14.3 - Bonus: Understanding PER Start Date and Levels

14.4 - Step 3: Send a pre-assessment

14.5 - Step 4: Report prior experience

14.6 - Step 5: Create submission gameplan

FR1: Financial Reporting Needs Systems

FR1 VIDEO

FR2: Accounting Policies/Transactions

FR2 VIDEO

FR3: Financial Report Preparation

FR3 VIDEO

FR4: Financial Statement Analysis

FR4 VIDEO

MA1: Management Reporting Needs and Systems

MA1 VIDEO

MA2: Planning, Budgeting and Forecasting

MA2 VIDEO

MA3: Cost/Revenue/Profitability Management

MA3 VIDEO

MA4: Organizational/Individual Performance Management

MA4 VIDEO

TX1: Income Tax Legislation and Research

TX1 VIDEO

TX2: Tax Compliance (Corporate or Personal)

TX2 VIDEO

TX3: Tax Planning (Corporate or Personal)

TX3 VIDEO

AA1: Internal Control

AA1 VIDEO

AA2: Internal Audit or External Assurance Requirements

AA2 VIDEO

AA3: Internal Audit Projects or External Assurance Engagements

AA3 VIDEO

FN1: Financial Analysis and Planning

FN1 VIDEO

FN2: Treasury Management

FN2 VIDEO

FN3: Capital Budgeting / Valuation / Corporate Finance

FN3 VIDEO

SG1: Governance, Mission, Vision, Values, Mandate

SG1 VIDEO

SG2: Strategy Development/Implementation

SG2 VIDEO

SG3: Enterprise Risk Management

SG3 VIDEO