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 assessments.

Dates for finance module

Fall 2017 session:

  • Module dates: Saturday, October 21 to Friday, December 15
  • 2-day workshop dates: Saturday, November 11 to Sunday, November 12
  • Evaluation date: Thursday, December 21

Winter 2018 session:

  • Module dates: Saturday, January 27 to Friday, March 23
  • 2-day workshop dates: Saturday, February 17 to Sunday, February 18
  • Evaluation date: Wednesday, March 28

Spring 2018 session:

  • Module date: Saturday, May 5 to Friday, June 29
  • 2-day workshop dates: Saturday, May 26 to Sunday, May 27
  • Evaluation date: Wednesday, July 4

Summer 2018 session:

  • Module dates: Saturday, July 28 to Friday, September 21
  • 2-day workshop dates: Saturday, August 18 to Sunday, August 19
  • Evaluation date: Wednesday, September 26

Fall 2018 session:

  • Module dates: Saturday, October 20 to Friday, December 14
  • 2-day workshop dates: Saturday, November 10 to Sunday, November 11
  • Evaluation date: Thursday, December 20

Please contact your provincial/regional CPA body to see if these offerings are available in your area.