CPA Professional Education Program: Elective module – Finance

Learn about the Finance elective module of the CPA Professional Education Program (CPA PEP).

The CPA PEP’s elective modules provide you with the opportunity to explore your field of interest in greater depth. The objective of the Finance module is to equip you with the ability to:

  • develop overall finance policies
  • identify, analyze, evaluate and recommend investment and financing decisions

You will learn to apply the appropriate finance principles and conceptual approaches to determine appropriate courses of action. You will also develop the capability to:

  • provide finance-related services for an organization, either individually or as part of a larger team
  • understand when the advice of a finance specialist is required
  • understand and communicate with other finance professionals


The Finance module blueprint provides you with information on what to expect from the examinations, including the weighting placed on the different competencies and the study materials you can use while completing them.

Examples of finance cases and evaluation guides

These case examples focus heavily on finance competencies and include core financial reporting and strategy and governance competencies. The evaluation guides provide solutions to the cases through a variety of assessment opportunities.

Dates for the finance module

The CPA PEP and CFE calendar provides the key dates for all CPA PEP modules as well as the Common Final Examination (CFE). Please contact your provincial/regional CPA body to see if these offerings are available in your area.