CRC: Resources for CPA practical experience requirements

The CPA practical experience requirements section of the Certification Resource Centre (CRC) offers valuable resources for students and candidates completing their practical experience as well as guidance materials for mentors, employers and program managers.

The General Resources section contains materials relevant to all individuals involved with the CPA practical experience requirements process. There are also sections dedicated to students/candidates, mentors and employers/program managers.

General resources

• CPA Practical Experience Requirements
• CPA Harmonized Practical Experience Policies
• CPA Practical Experience Requirements Overview
• Practical Experience Competency Requirements
• Practical Experience Competency Requirements (video)
• Chargeable Hours Guidance for Audit and Review Streams
• CPA Practical Experience Requirements - Does My Job Qualify for Experience Verification?
• Accessibility and Special Accommodations

CPA PER resources for future CPAs

• Practical Experience Orientation for Future CPAs: Part One (webinar)
• Practical Experience Orientation for Future CPAs: Part Two (webinar)
• Practical Experience Requirements Fact Sheet
• Practical Experience Requirements for Public Accounting – Student/Candidate Fact Sheet
• Practical Experience Reporting Requirements (excluding Quebec)
• CPA PER self-assessment
• Mentorship resources:
  • Effective Networking Strategies
  • How to Find a CPA Mentor
  • CPA Mentorship Program: FAQs for Students/Candidates
  • Sustainable Networking - Building Long Term Relationships
  • Social Media Savvy Networking
• PERT resources:
  • EVR - Getting Started in PERT
  • PPR - Getting Started in PERT
  • User Guide - Quick Reference

CPA PER resources for employers/program managers/supervisors

• CPA Practical Experience Requirements Overview for Employers
• CPA Practical Experience Reporting Requirements Overview for Employers
• Practical Experience Requirements for Public Accounting – Employer Fact Sheet
• Pre-Approved Program: Does it Work for my Organization?
• PERT resources:
  • Program Managers:
    • PERT Guide for Program Managers
    • Program Manager Factsheet
  •  Pre-approved Program Leaders:
    • PERT Guide for Pre-approved Program Leaders
    • Program Leader Factsheet
  • Supervisors:
    • Supervisor Verification Factsheet

Mentorship resources

• Centre for Mentoring Resources
• CPA Mentor Match Portal
• CPA Mentor Match Portal – FAQs for CPA Mentors & Students/Candidates
• CPA Mentorship Program: FAQs for Mentors
• CPA Mentor User Guide
• CPA Mentor Orientation:
  • Introduction
  • 1. 5 Steps to Getting Prepared for Your Mentoring Relationship
  • 2. 3 Steps to Establishing Your Mentoring Relationship
  • 3. 3 Steps to Building the Relationship
  • 4. 4 Steps to Making Progress in Your Mentoring Relationship
  • 5. 3 Steps to Closing Your Mentoring Relationship

Legacy (CA, CGA, CMA) PER resources

• Transition Student Guidelines
• CA:
  • CA Practical Experience Requirements
  • Record of CA Qualifying Experience (RQE)
  • Record of CA Qualifying Experience (RQE) (video)
  • Instructions for Completing the RQE
•  CGA:
  • CGA Competency Framework
  • PERC Student Guide
  • PERC Supervisor and Verifier Guide