How to report in PERT - EVR
This video series provides an overview of how to prepare, document and report your practical experience in the Experience Verification Route (EVR).
Included in each section below is a short video, plus a list of relevant resources and guides, to answer your questions at every stage of your practical experience. All key resources mentioned in these videos can be found in our Resource Centre.
If you need any help along the way, reach out to our practical experience team or our mentors email.Introduction
Watch this video first. This introductory video outlines what will be covered in this series.
Resources:
1. Prepare for PE Reporting
Save time by preparing properly. Follow these important steps to learn how to prepare for your Practical Experience (PE) reporting including how to map your job duties to the relevant competency areas.
Resources:
2.1 Documenting Technical Competencies
Learn how to self-assess and document your technical competencies in the Practical Experience Reporting Tool (PERT).
Resources:
2.2 Documenting Technical Competencies – Illustrative Example
Apply your understanding of the technical competency requirements with an illustrative example.
Resources:
3.1 Documenting Enabling Competencies
Learn how to self-assess and document your enabling competencies in PERT.
Resources:
- EVR - Part 3.1: Described Audio File
- Developing Your Enabling Competencies Using the CPA Way
- The CPA Way
- PE Competencies
3.2 Documenting Enabling Competencies – Illustrative Example
Apply your understanding of the enabling competency requirements with an illustrative example.
Resources:
- EVR - Part 3.2: Described Audio File
- Developing Your Enabling Competencies Using the CPA Way
- The CPA Way
- PE Competencies
4.1 Completing a Mentor Meeting
Learn how to prepare for, discuss and document your mentor meetings.
Resources:
- EVR - Part 4.1: Described Audio File
- Mentorship Program Steps – EVR
- Practical Experience Mentorship
- CPA Ontario Practical Experience Requirements – Section 2.7
- Developing Your Enabling Competencies Using the CPA Way
- The CPA Way
- PE Competencies
4.2 Requesting a CPA Review for a 12-month assessment
Understand the process for requesting your first CPA review for a 12-month assessment.
Resources:
- EVR - Part 4.2: Described Audio File
- CPA Ontario Practical Experience Requirements – Section 3
- Mentorship Program Steps – EVR
- PE Checklist
5.1 Progression and Technical Competency Example
Explore the concept of progression in your technical competencies and apply your understanding with an example.
Resources:
5.2 Progression and Enabling Competency Example
Explore the concept of progression in your enabling competencies and apply your understanding with an example.
Resources:
- EVR - Part 5.2: Described Audio File
- The CPA Way
- PE Competencies
- Developing Your Enabling Competencies Using the CPA Way
6.1 Preparing your Final Experience Report for Completion
Learn how to prepare for your Completion Review.
Resources:
- EVR - Part 6.1: Described Audio File
- Mentorship Program Steps – EVR
- PE Checklist
- CPA Ontario Practical Experience Requirements – Section 3
- PE Competencies
6.2 Requesting a CPA Review for Completion
Understand the process for requesting a Completion Review.
Resources:
- EVR - Part 6.2: Described Audio File
- PE Checklist
- CPA Ontario Practical Experience Requirements – Section 3
- Admission to Membership
Disclaimer
These videos are intended to provide high-level information and guidance. They do not replace your specific requirements and obligations set out in the CPA Ontario By-law and Regulations and Student Code of Conduct (together the “Student Obligations”). In the event of any inconsistencies, the Student Obligations prevail.
Unauthorized practices
Members and students are prohibited from providing accounting services to the public, unless working for a firm registered with CPA Ontario (see Bylaw section 1.1.53).
If you are working for an organization that provides services such as financial statement preparation, tax preparation/planning (excluding mechanical processing of tax returns), forecasting or advice on the treatment of accounting transactions, all of which are considered as providing accounting services to the public, please consult our Firm Directory to ensure it is registered with CPA Ontario. If it is not, we will not be able to recognize your work experience towards the CPA designation. See CPA Ontario Practical Experience Requirements section 2.5.10.3.
For example, organizations acting as part-time CFOs/controllers for their clients may be considered unauthorized. If you are working for such a company, we strongly encourage you to submit a pre-assessment as soon as possible.
