Navigating the accounting and finance industries of Canada and beyond.

Chartered Perspective.

Chartered Professional Accountant (CPA)

  • The CPA Journey

    • Professional Education Program (PEP)

    • Practical Experience Reporting (PER)

      • Experience Verification Route (EVR) vs. Pre-Approved Program

      • PERT reporting, technical and enabling, levels 0-2

    • Program Fees, Structure, and Timeline

    CPAs in Canada

    • CPA Salaries, career paths, and more!

  • PERT Guides

    Increase the chance of having your experience reports approved on your first try. Chartered Perspective’s PERT guides provide an overview of the PERT reporting process and a framework to assist with reporting your experience, including example answers for both Technical and Enabling competencies.

Chartered Financial Analyst® (CFA)

  • CFA Charterholders in Canada

    • Study Time

    • CFA Member Salaries

    • Career Paths

    More content coming soon!

  • Coming soon.

Other Topics

  • Coming soon.

  • Coming soon.

Purpose

Chartered Perspective is a site created with the intention of sharing the experiences, learnings, and information gathered throughout my career thus far in hopes of assisting students, young professionals, or career-switchers, in achieving their professional goals in the fields of accounting and finance.

As both a CPA and CFA charterholder, I believe I am somewhat uniquely positioned in terms of being able to compare the two designations. Therefore, I focus on sharing my experiences and opinions surrounding the charters - a chartered perspective.

Canadian Market

While there are countless resources in existence, this site was created with the intention to fill a perceived information-gap specifically in regards to the Canadian accounting and finance industry. Particular attention is paid to the CFA and CPA designations and their unique requirements and roles played in Canada.

*Note that all views and information shared on this website are strictly my own opinions. Chartered Perspective is not affiliated in any way with CPA Canada or the CFA Institute.

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