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

  • 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 both industry (corporate) and public practice roles

  • T2202 issued for course fees to claim as tax credits

  • Access until you become a CPA

  • 50% off for students in our CFE Review courses

Course curriculum

  • 1

    Welcome to the course!

  • 2

    1 - Apr 2021 changes

    • 1.0 - Apr 2021 changes

  • 3

    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

    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

  • 6

    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

  • 7

    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

  • 8

    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

  • 9

    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

  • 10

    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

  • 11

    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

  • 12

    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

  • 13

    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

  • 14

    11 - What to do when experience is downgraded

    • 11.0 - Why your experience is downgraded

  • 15

    12 - Graduating and how to apply for CPA designation

    • 12.0 - Graduating and application

  • 16

    13 - Basics - EVR vs PPR

    • 13.0 - Basics - EVR vs PPR

  • 17

    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

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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

  • Free coaching

    Ask questions 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

Sample lesson

Lesson 6.2: FN2: Treasury Management

Sample lesson

Lesson 3.1: Competency Mapping

Step-by-step PER breakdown