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 finance module

The 2018-2019 Electives Module Calendar provides the key dates for the Finance module and other elective modules. You can also view the key dates below. Please contact your provincial/regional CPA body to see if these offerings are available in your area.

Winter 2019 session:

  • Module dates: Saturday, January 26 to Friday, March 22
  • 2-day workshop dates: Saturday, February 16 to Sunday, February 17
  • Evaluation date: Wednesday, March 27

Spring 2019 session:

  • Module dates: Saturday, May 4 to Friday, June 28
  • 2-day workshop dates: Saturday, May 25 to Sunday, May 26
  • Evaluation date: Wednesday, July 3

Summer 2019 session:

  • Module dates: Saturday, July 27 to Friday, September 20
  • 2-day workshop dates: Saturday, August 17 to Sunday, August 18
  • Evaluation date: Wednesday, September 25

Fall 2019 session:

  • Module dates: Saturday, October 19 to Friday, December 13
  • 2-day workshop dates: Saturday, November 9 to Sunday, November 10
  • Evaluation date: Thursday, December 19

2020 schedule:

The 2020 CPA PEP and CFE Calendar provides the key dates for the 2020 CPA PEP modules and the Common Final Examination (CFE).