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.

Latest Perspectives

Blog
Is There Value in Passing the CFE Without Having Completed PERT? (CPA Canada Practical Experience)
Is There Value in Passing the CFE Without Having Completed PERT? (CPA Canada Practical Experience)

Is there value in passing the CFE without completing PERT? Yes, passing the CFE is one of the strongest signals to employers in the Canadian job market that the candidate is committed to obtaining the CPA designation and a career in a related field.

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CPAs in Canada: Recession Resilience
CPAs in Canada: Recession Resilience

How recession-proof are CPA members in Canada? Canadian CPAs often perform essential functions, have diversified clients and industries. CPAs in Canada are generally well-positioned to avoid being impacted by a recession however consideration should still be given to the exact role or function being performed.

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CPA Breakup – Ontario Assures Continuity for Candidates
CPA Breakup – Ontario Assures Continuity for Candidates

CPA Ontario is leaving CPA Canada - What does it mean for students, candidates, and existing CPAs? Read the email from CPA Ontario as well as the impact it may have on you.

Read More →