PERT Advanced
PERT Advanced offers assistance where CPA Candidates typically need it most - achieving Level 2 proficiency. Increase the odds of your experience reports being approved on your first try by leveraging the PERT Advanced guide which includes several Level 2 example answers and analysis for both Technical and Enabling competencies.
This is a great resource to help candidates navigate the Practical Experience Reporting process, particularly those reporting under the Experience Verification Route (EVR).
PERT Advanced offers assistance where CPA Candidates typically need it most - achieving Level 2 proficiency. Increase the odds of your experience reports being approved on your first try by leveraging the PERT Advanced guide which includes several Level 2 example answers and analysis for both Technical and Enabling competencies.
This is a great resource to help candidates navigate the Practical Experience Reporting process, particularly those reporting under the Experience Verification Route (EVR).
PERT Advanced offers assistance where CPA Candidates typically need it most - achieving Level 2 proficiency. Increase the odds of your experience reports being approved on your first try by leveraging the PERT Advanced guide which includes several Level 2 example answers and analysis for both Technical and Enabling competencies.
This is a great resource to help candidates navigate the Practical Experience Reporting process, particularly those reporting under the Experience Verification Route (EVR).
PERT Advanced: What’s Included
Expand the tables below for details of what this 41 page PDF includes.
Helpful PERT Report Writing Information
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The different expectations between Level 0, Level 1, and Level 2 proficiency as defined by CPA Canada
How to self-assess Complexity, Circumstance, and Autonomy
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Mapping your CPA journey (competencies)
Showing progression through reports
Jumping through proficiency levels
Other helpful tips
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Helpful highlights and explanations of what type of information to include in your reports and why
Level 2 PERT Report Examples (Technical)
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5 fully written technical competency experience example answers/reports for Level 2 proficiency
At least one full experience report example for each of the below competency areas:
Financial Reporting (FR)
Management Accounting (MA)
Finance (FN)
Strategy & Governance (SG)
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Each of the 5 technical competency report examples provided is a real-life submission which has been CPA-reviewed and approved as sufficient for Level 2 proficiency
Note that minor changes were made to the reports to protect sensitive information
Plagiarism is STRICTLY FORBIDDEN and will result in a candidate’s removal from the CPA program. Only use the reports as a reference
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For each example report provided:
The best template/layout for formulating your experience reports
Mapping of the example answer to the competency prompts/questions
Explanations and analysis of how and why the example satisfies the CPA-reviewer criteria
Level 2 PERT Report Examples (Enabling)
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3 fully written enabling competency experience example answers/reports for Level 2 proficiency
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Each of the 3 enabling competency report examples provided is a real-life submission which has been CPA-reviewed and approved as sufficient for Level 2 proficiency
Note that minor changes were made to the reports to protect sensitive information
Plagiarism is STRICTLY FORBIDDEN and will result in a candidate’s removal from the CPA program. Only use the reports as a reference
-
For each example report provided:
The best template/layout for formulating your experience reports
Mapping of the example answer to the competency prompts/questions
Explanations and analysis of how and why the example satisfies the CPA-reviewer criteria
“The fact that the examples provided in the guide are real-life CPA-reviewed and approved experience reports makes the Chartered Perspective PERT guides an invaluable resource. My only regret is not buying PERT Advanced sooner.”
- Steven D. (PERT Advanced Customer)
Is PERT Advanced Right For You?
PERT Advanced is designed for CPA candidates who are mid-way or approaching completion of their CPA practical experience journey. PERT Advanced is particularly recommended for those who are:
Looking to strengthen their understanding of CPA Canada’s practical experience requirements
Already part-way through the practical experience requirements
Looking for assistance with upgrading Level 1 proficiencies into Level 2s (both technical and enabling competencies), or
In need of the final push and competitive advantage to complete their remaining practical requirements in a timely fashion
CPA candidates who are just starting the practical experience reporting journey should turn to the PERT Basic guide instead.
For students or candidates looking for guidance across the entire CPA Canada practical experience journey, Chartered Perspective is pleased to offer the PERT Premium guide which is a cost-effective combination of PERT Basic and PERT Advanced. Please visit the Store to browse the products in more detail.
Proudly assisting 100+ Canadian CPA candidates each year with completing the PERT requirements.
What’s Included (Simple Text Description):
This 41 page PDF includes:
PERT Report Writing
Proficiency Levels Explained
The different expectations between Levels 0, Level 1, and Level 2
How to self-assess Complexity, Circumstance, and Autonomy
Experience Report Writing Tips
PERT Report Examples
Level 2 Examples
Technical Competencies (5 examples)
At least one example for each of the following areas: Financial Reporting, Management Accounting, Finance, and Strategy & Governance
Enabling Competencies (3 examples)
For each example, the guide includes:
The best template/layout for formulating reports
Mapping of the example answer to the competency prompts/questions
Explanations and analysis of how and why the example satisfies the CPA-reviewer criteria
Helpful notes and highlights of key information to include in your response
Note that the example answers are real life CPA-assessed Level 2 reports
Some minor details were tweaked to respect sensitive information
Please note this guide is not affiliated or endorsed by CPA Canada or any provincial body in any way and is merely a guide put together based on my own experiences. Usage of the guide does not guarantee any results. The guide is for personal use only and not to be shared or sold.