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PERT Basic

$99.99

PERT Basic is the perfect guide to help you get started with the CPA Practical Experience Reporting Tool (PERT). This PDF guide includes a brief overview of the CPA Experience Verification Route reporting process as well as example answers with commentary and explanations for both Technical and Enabling competencies at levels 0 and 1.

This guide is well suited for a new CPA Candidate getting started with experience reporting, particularly those reporting under the Experience Verification Route (EVR).

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PERT Basic is the perfect guide to help you get started with the CPA Practical Experience Reporting Tool (PERT). This PDF guide includes a brief overview of the CPA Experience Verification Route reporting process as well as example answers with commentary and explanations for both Technical and Enabling competencies at levels 0 and 1.

This guide is well suited for a new CPA Candidate getting started with experience reporting, particularly those reporting under the Experience Verification Route (EVR).

PERT Basic is the perfect guide to help you get started with the CPA Practical Experience Reporting Tool (PERT). This PDF guide includes a brief overview of the CPA Experience Verification Route reporting process as well as example answers with commentary and explanations for both Technical and Enabling competencies at levels 0 and 1.

This guide is well suited for a new CPA Candidate getting started with experience reporting, particularly those reporting under the Experience Verification Route (EVR).

PERT Basic: What’s Included

Expand the tables below for details of what this 28 page PDF includes.

Introduction to PERT

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

    • Employers and key differences in reporting

    • Competency map overview

    • Explanations of Core, Breadth, and Depth requirements

    • Several different examples of competency maps that satisfy CPA Canada requirements

    • Examples of Core, Breadth, and Depth requirements

    • The different expectations between Levels 0, Level 1, and Level 2 proficiency as assessed by CPA Canada

    • How to self-assess Complexity, Circumstance, and Autonomy

PERT Report Writing

    • CPA candidate’s choices in terms of competency areas and sub-areas in which to report practical experience

    • CPA journey mapping

    • Showing progression through reporting

    • Jumping through proficiency levels

    • Other various tips

    • Helpful highlights and explanations of what type of information to include in your reports and why

PERT Report Examples

    • Technical Competencies

      • 3 Example reports (real CPA-approved submissions)

    • Enabling Competencies

      • 2 Example reports (real CPA-approved submissions)

    • Technical Competencies

      • 3 Example reports (real CPA-approved submissions)

    • Technical Competencies

      • 2 Example reports (real CPA-approved submissions)

  • For each experience report example:

    • The best template or layout for formulating your experience report

    • Mapping of the example answer to the relevant competency prompt/question

    • 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 Basic Guide Right For You?

Is PERT Basic Right For You?

PERT Basic is designed for current and prospective CPA candidates who are at the beginning or middle of their CPA practical experience journey. PERT Basic is particularly recommended for those who are:

  • Looking to strengthen their understanding of CPA Canada’s practical experience requirements

  • Confused by CPA Canada’s Practical Experience Reporting Tool (PERT)

  • Beginning to report their practical experience, or are part-way through the practical experience requirements, or

  • Looking for assistance with upgrading Level 0 proficiencies into Level 1s (both technical and enabling)

CPA candidates who are nearing completion of the practical experience reporting requirements and are in need of guidance for achieving Level 2 proficiency, the PERT Advanced guide is recommended 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 (Text-Only Description)

This 28 page PDF includes:

Introduction to PERT

  • Routes to Qualifying Practical Experience

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

    • Employers and key differences in reporting

  • Competency Areas & Requirements

    • Competency map overview and explanation

    • Explanations of Core, Breadth, and Depth requirements

  • Competency Requirement Examples

    • Several different examples of competency maps that satisfy CPA Canada requirements

    • Examples of Core, Breadth, and Depth requirements

  • Proficiency Levels

    • The different expectations between Levels 0, Level 1, and Level 2

    • How to self-assess Complexity, Circumstance, and Autonomy

PERT Report Writing

  • Practical Experience Requirement Guide

  • Experience Report Writing Tips

PERT Report Examples

  • Level 0 Examples

    • Technical Competencies (3 examples)

    • Enabling Competencies (2 examples)

  • Level 1 Examples

    • Technical Competencies (3 examples)

    • Enabling Competencies (2 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 0 and Level 1 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.