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
Evaluation
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.
- Gentleman’s Quarry
- Holodeck
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.
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
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