What's included

You will get access to Canada's first CPA PER coaching program

  • 36 Level 2 examples covering all technical and enabling competencies, for both EVR and PPR routes

  • 25 templates for all twenty (20) technical and five (5) enabling competencies

  • Assistance with PER extension requests

  • List of Level 2 verbs and phrases to use in your PER reports

  • Walkthroughs and lessons for both PER EVR and PPR routes

  • Ideal for industry (corporate), government, and public practice roles

  • T2202 issued for course fees to claim as tax credits

  • Eligible for reimbursement by most employers (details below)

  • Access until you become a CPA

  • 50% off for students in our select CFE Review courses

Course curriculum

  • 1

    Welcome to the course!

    • Downloads

    • Templates when behind on PER (UPDATED 2025)

    • Templates when on track with PER (UPDATED 2025)

    • Special note to students in Alberta

    • Introduction

      FREE PREVIEW

    • Having right expectations

    • Glossary of terms

      FREE PREVIEW

    • Professional writing apps

    • Use of materials

    • Access until you become a CPA

    • How to use this course

    • How to download T2202 tax form
  • 2

    PERT Tracker (NEW 2025)

    • PERT Tracker 2025
  • 3

    1 - Apr 2021 changes

    • 1.0 - Apr 2021 changes
  • 4

    2 - Understanding the Levels

    • 2.0 - Intro

    • 2.1A - Levels - Verbs

    • 2.1B - Levels - Key verbs to use

    • 2.2 - Levels - Progression

    • 2.3 - Levels - Other factors
  • 5

    3 - Submission gameplan

  • 6

    4 - How to write FR Competencies

    • 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
  • 7

    5 - How to write MA Competencies

    • 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
  • 8

    6 - How to write FN Competencies

    • 6.0 - Intro

    • 6.1 - FN1: Financial Analysis and Planning

    • 6.2 - FN2: Treasury Management

    • 6.3 - FN3: Capital Budgeting/Valuation/Corporate Finance
  • 9

    7 - How to write SG Competencies

    • 7.0 - Intro

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

    • 7.2 - SG2: Strategy Development/Implementation

    • 7.3 - SG3: Enterprise Risk Management
  • 10

    8A - How to write TX Competencies (Public Practice)

    • 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
  • 11

    8B - How to write TX Competencies (Industry/Corporate)

    • 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
  • 12

    9A - How to write AA Competencies (Public Practice)

    • 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
  • 13

    9B - How to write AA Competencies (Industry/Corporate)

    • 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
  • 14

    10 - How to write Enabling Competencies

    • 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
  • 15

    11 - What to do when experience is downgraded

    • 11.0 - Why your experience is downgraded
  • 16

    12 - Graduating and how to apply for CPA designation

    • 12.0 - Graduating and application
  • 17

    13 - Basics - EVR vs PPR

    • 13.0 - Basics - EVR vs PPR
  • 18

    14 - Basics - PER EVR process

    • 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

Pricing options

Sign up for the most value-added CPA PER coaching program in Canada through one-time payment or monthly installments.

Eligible for reimbursement

CPA PER Review program qualifies for verifiable CPD hours. Most companies reimburse employees for taking CPD courses, which means you can claim the course fee as a refund from your employer once you become a CPA.
Certificate of completon CPA PER Review CPD hours GCPA

Sample lesson

Lesson 6.2: FN2: Treasury Management

Get expert support

Practical examples and lessons that will help you pass PER

  • Templates

    Access to Level 2 templates and examples for each of Technical and Enabling competencies (note: templates/examples are shown in walkthrough videos but cannot be downloaded.)

  • Free coaching

    Ask us questions via email anytime and get support when you need it.

  • Video lessons

    Step-by-step instructions to help you complete the PER requirements under EVR and PPR routes.

Student Testimonial

Sample lesson

Lesson 3.1: Competency Mapping

Step-by-step PER breakdown

Need full support?

Check out the marked version of this course that includes review of your reports