Practical Experience Resources

Practical Experience Reporting Templates

Why use these templates

These templates can be used to format your responses when submitting your experience for both technical and enabling competencies. While using these templates is not a requirement, you may find them helpful in keeping your response concise and providing the reviewer with relevant information, which may reduce the number of future revisions.

Instructions:

1. Review the Guiding Questions to determine which technical competency areas your job duties are suited to. This document will also provide supplemental information on the technical competencies. For additional information on the technical competencies, you may also consult our technical competency videos and deep dive webinars.

2. Use the templates below as a guide for how to format your responses. These templates can be copied and pasted into the PERT (Practical Experience Reporting Tool) text boxes. Note that these templates are a guideline for your responses. You may tailor the headings to better suit your response if required.

3. If you have any questions on the technical and enabling competencies or these templates, please contact your provincial body to connect with a CPA Reviewer at practicalexperience@cpaalberta.ca.

Templates:

Practical Experience Videos

Beginning in 2021, the Practical Experience Team began creating video resources. The videos were created for Experience Verification Route Candidates in mind, as they cover concepts that are generally covered by Pre-Approved Program Providers. If you are a Pre-Approved Program Candidate, you may also find value in these materials.

Time Limit Extensions

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To view or download the closed captions for the Time Limit Extension video, please visit: Closed Captions Time Limit Extension.

Practical Experience Plan

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How to develop a Practical Experience Plan to meet the Practical Experience Requirements.

Practical Experience Supports

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An overview of how to determine if your role is qualifying and additional supports provided to CPA Candidates through CPA Alberta, including Career Services, Career Assist, and Employer Relations.

When and how to report in PERT - EVR

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An overview of when and how to report your experience in the Practical Experience Reporting Tool (PERT) for Experience Verification Route (EVR) candidates. 

Reporting your Practical Experience

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An overview of how to document experience in PERT, along with helpful tips in relation to common struggles.

Career Services Spotlight - Job Search Strategy

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Developing a job search strategy is similar in importance to a business having a solid business plan. Determining starting points and actions can be difficult and failing to execute the resulting action plan is likely if we don't hold ourselves accountable. Kick your job search off to a strong start to succeed in finding employment. Find Job Search Guides and Handbooks here. 

Technical Competencies

Beginning in 2022, the Practical Experience Team will be working on providing video resources and guidance around the Technical Competency areas as they relate to the Practical Experience Requirements. 

View the available videos below. Stay tuned as new videos will be added throughout the year. 

 

Financial Reporting Competency - Introduction

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An introduction to the Financial Reporting Competency area as it relates to the Practical Experience Requirements. 

Financial Reporting Competency - Deep Dive

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An in-depth overview of the Financial Reporting Competency area as it relates to the Practical Experience Requirements.

Management Accounting Competency - Introduction

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An introduction of the Management Accounting Competency area as it relates to the Practical Experience Requirements.

Management Accounting Competency - Deep Dive

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An in-depth overview of the Management Accounting Competency area as it relates to the Practical Experience Requirements. 

Finance Competency - Introduction

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An introduction to the Finance Competency area as it relates to the Practical Experience Requirements. 

Strategy & Governance Competency - Introduction

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An introduction to the Strategy & Governance Competency area as it relates to the Practical Experience Requirements. 

Audit & Assurance Competency - Introduction

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An introduction to the Audit & Assurance Competency area as it relates to the Practical Experience Requirements. 

Taxation Competency - Introduction

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An introduction to the Taxation Competency area as it relates to the Practical Experience Requirements. 
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