CPA Canada Path to Post Designation Licensing for Legacy … · CPA Canada Path to Post‐Designation Licensing for Legacy Members – applicable in BC until September 1, 2018 PLEASE

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MEMBER OVERVIEW – CPAWSB MODULES Page 1 Updated: April 2, 2017

CPA Canada Path to Post‐Designation Licensing for Legacy Members – applicable in BC until September 1, 2018

PLEASE NOTE: There are both education and practical experience requirements for licensing. The information below relates

to the education requirements; please contact your provincial body for the practical experience requirements.

EDUCATION AND EXAMINATION REQUIREMENTS FOR LICENSING

CA legacy members met the education requirements for licensing upon certification; there are no further

education requirements. However, they may require additional practical experience to meet the requirements to

qualify for licensing. CA legacy members should contact their province for more information.

CGA and CMA legacy registrants in BC are subject to transitional legacy licensing requirements until September 1,

2018.

CGA and CMA legacy registrants who are looking for audit‐ or review‐level licensure, and have not completed the

legacy advanced assurance and/or tax electives, are required to complete the PDPA‐Assurance and PDPA‐Taxation

modules and write the PDPA‐Assurance and PDPA‐Taxation examinations.

CGA and CMA legacy registrants looking for licensing in compilations will be required to complete the PDPA‐

Taxation module, and write the PDPA‐Taxation examination.

After September 1, 2018 all registrants looking for audit or review level licensure will be required to complete the

nationally developed CPA Post Designation Public Accounting (PDPA) Program, which includes the PDPA Module

and PDPA Examination.

PDPA Schedule and Delivery

The schedule for the PDPA modules, which shows module registration and exam dates, is available below and is also is

posted on our website. Modules are eight weeks long and delivered online through Desire 2 Learn and administered by the

CPA Western School of Business (CPAWSB).

PDPA PROGRAM

PDPA Module Overview

The PDPA module covers the technical knowledge required for public accounting registration, including tax, assurance,

financial reporting, finance, and strategy and governance. It is a self‐study module that consists of reading resources,

practice problems, and multiple‐choice questions covering the CPA Competency Map at the elective level. There are no

deadlines, submissions, or face‐to‐face components (for example, workshops) to the module.



Designed as a preparatory module, participants are provided with a suggested eight‐week study schedule to assist with the

preparation for the PDPA examination. Candidates must complete the PDPA module to be eligible to write the PDPA

examination.

PDPA Module Format

The PDPA module consists of the following learning resources:

Learning Resource Explanation

Oracle document Weekly reading resources to assist in development of technical competencies,

with a focus on financial reporting, assurance, and tax at an elective level of

knowledge. Includes practice problems.

Quiz (Multiple choice

questions)

Tests knowledge learned from the assigned Oracle documents. Unlimited

attempts with feedback provided immediately upon completion of the quiz.

Virtual Professional

Library (VPL)

Includes the CPA Canada Handbook, CPEM and Income Tax Collection.

Study schedule Suggested 8‐week study schedule, outlining the materials to be completed each

week to work through all provided materials before the PDPA examination. The

module is self‐paced; registrants will need to consider personal and work

commitments in developing a schedule that works.

Registrants should expect to spend between 15‐to‐17 hours each week to complete the assigned learning resources, as

noted above. This time estimate does not include review of prerequisite knowledge.

The PDPA module is self‐study and does not include access to a facilitator. There are no deadlines, assignment submissions,

or workshops in the module. Participants will be provided with an unmonitored discussion board to communicate with

other participants.

PDPA Examination

The PDPA examination consists of objective format questions testing the required technical knowledge for public

accounting registration. See the PDPA Examination Blueprint for more information, including competencies covered.

PDPA‐TAXATION AND PDPA‐ASSURANCE MODULES

PDPA‐Assurance Module Overview

The PDPA‐Assurance module is designed to equip registrants with the competencies necessary to perform internal audit

projects and external assurance engagements, including assessing the need for an engagement or project, developing and



performing the procedures, and documenting and reporting results. While this module is primarily designed for registrants

who wish to practise public accounting or to work in internal audit, the module covers the concepts of auditing, such as risk,

materiality, and internal control, which have broad application. Registrants will have the opportunity to delve into some of

the more complex financial accounting topics and understand how governance plays a key role in assurance.

The PDPA‐Assurance module is self‐study and includes access to a facilitator to mark assignments and to answer questions.

Registrants have the option of attending a two‐day weekend workshop (with candidates enrolled in the CPA Professional

Education Program) and submitting assignments for review by the facilitator.

PDPA‐Taxation Module Overview

The PDPA‐Taxation module is designed to equip registrants with the competencies necessary to provide taxation services

and guidance. The scope includes assisting individual and corporate entities to minimize taxes and meet their objectives

while remaining in compliance with tax laws and regulations. The registrant learns to address compliance and tax‐planning

issues for both individuals and corporate entities, as well as, to a lesser extent, partnerships and trusts. Registrants also

learn to go beyond presenting issues by considering the broader circumstances and risk tolerance of all stakeholders

involved. In addition, registrants develop competence in the areas of tax governance, controls, and risk management, in

recognizing the interrelationship between financial reporting decisions and taxation, and in recognizing the importance of

considering taxes when making business and investment decisions.

The PDPA‐Taxation module is self‐study and includes access to a facilitator to mark assignments and to answer questions.

Registrants have the option of attending a two‐day weekend workshop (with candidates enrolled in the CPA Professional

Education Program) and submitting assignments for review by the facilitator.

PDPA‐Taxation and PDPA‐Assurance Module Format

The modules consist of the following components:

Learning Resource Explanation

Immersive case activities* Optional weekly case‐based activities that are reviewed by a facilitator. Marking

guides and sample solutions are provided.

Practice cases* Optional cases due every other week and reviewed by a facilitator. Marking guides

and sample solutions are provided.

Multiple choice

questions*

10‐to‐15 optional weekly questions to review topics covered in that week’s

immersive case. Odd weeks include 15‐25 questions that cover topics that will be

addressed in future immersive case and practice case activities.



Examination preparation

material*

Optional materials available to be completed at any time.

Workshop* Optional, weekend, two‐day in‐person session to be held at one of nine locations

across Western Canada.

Oracle/learning resources Resources available to registrants for reference and research.

Discussion board Forum for registrants to post questions to their peers and facilitators.

* Completing these activities is optional for registrants.

Suggested time to dedicate to the modules is 10‐to‐15 hours per week per module if completing all online assignments and

doing any practice material available on the site.

PDPA‐Taxation and PDPA‐Assurance Examinations

The examinations for both PDPA‐Assurance and PDPA‐Taxation modules are four hours long and are comprised of two

cases (150 minutes allotted for this section), and objective‐style questions, such as multiple‐choice questions and task‐

based simulations (90 minutes allotted for this section). See the Taxation Examination and Assurance Examination

Blueprints for more information.

FREQUENTLY ASKED QUESTIONS (FAQs)

Q. How do I register for the modules?

A. If you are interested in registering for a module, start by completing a Member Information Form. After you complete

this form, CPAWSB will create a profile for you in My CPA Portal, and then you can complete the module registration.

Further registration instructions can be found in the attached registration/withdrawal how‐to guide.

Q. What is the cost of the modules?

A. The fee for the PDPA module is $1,000, which includes the module materials and the exam. The fee for the PDPA‐

taxation and PDPA‐assurance modules is $1,220.

Q. What is the cost of repeating the module or re‐writing the examination?

A. The fee for rewriting the PDPA examination is $1,000, which includes the module materials and the exam. After

completing the PDPA‐taxation or PDPA‐assurance modules once, members can attempt the exam without having

access to any of the learning materials at a cost of $530. Members who are unsuccessful on a second attempt need

to register in the full module before attempting the exam again.



Q. How do I withdraw from a module?

A. You can withdraw by following the guidance provided in the attached registration/withdrawal how‐to‐guide.

Refunds are available as follows, based on when the withdrawal request is received:

Up to four weeks before the module start date: 70 percent of module fees refunded

Between four weeks before the module start and the second Friday of the module: 50 percent of module fees

refunded

After the second Friday of the module: No refunds

Q. Am I required to have specific equipment?

A. All module materials are provided electronically, therefore you are expected to have a computer and internet

connection to access these files. At least 1 GB of RAM, 100 MB of free hard‐drive space, and a free USB port are

required to support software and applications used during the module. The PDPA examination is hand‐written, so

no computer is required to write the examination; however, the PDPA‐taxation and PDPA‐assurance examinations

are electronic, so a PC‐based laptop that meets the above specifications will be required. No Macs or tablets are

permitted.

Q. Can I defer the examination?

A. The PDPA‐taxation or PDPA‐assurance examination can be deferred in extenuating circumstances with

documentation of the extenuating circumstance and after payment of a fee of $400. The deferral fee may be waived

at the discretion of CPAWSB staff in certain circumstances. The PDPA examination may not be deferred; individuals

unable to write the PDPA examination must re‐enrol for the next offering of the module.

Q. When I am registering for the PDPA module, I am asked to input a preference for a workshop location. I thought

there was no workshop required. Why am I asked to pick a location?

A. There is no workshop associated with the PDPA module; however, My CPA portal was not designed to handle course

registrations without workshops. Until the system is updated, you will need to select a workshop location to satisfy

the system and complete your registration.

Q. In which cities are examinations held?

A. The list of cities for the workshops and examinations is detailed on the Member Information Form (for information

only), as well as in My CPA Portal. Please indicate the city/cities in which you can attend the workshop and

examination at the time of registration.



Q. Am I guaranteed a spot in my first preference of city for examinations?

A. Yes, examination location preferences are guaranteed.

Q. What competencies are covered in each of the PDPA, the PDPA‐assurance and PDPA‐taxation modules?

A. The CPA Competency Map and CPA Knowledge Supplement details the competencies covered in each of the PDPA,

the PDPA‐assurance and PDPA‐taxation modules. For the PDPA, the CPA competency map details the competencies

in two sections, assurance and tax. For the PDPA‐taxation and PDPA‐assurance modules, the CPA competency map

details the competencies covered under those elective sections. The CPA Competency Map and CPA Knowledge

supplement are available at https://www.cpacanada.ca/en/become‐a‐cpa/pathways‐to‐becoming‐a‐cpa/national‐

education‐resources/the‐cpa‐competency‐map

Q. How do I access Desire2Learn?

A. Registrants will receive access to Desire2Learn at least one day before the module start date. Login details will be

provided via email, and will be delivered directly from CPA Canada.

Q. How do I become more familiar with the course and course requirements?

A. A webinar will be held for registrants registered for the modules a few days before the module start date. More

details will follow two weeks prior to the module start date.

Q. I understand that there are practical experience requirements associated with PDPA. I have access to PERT; should

I make changes in PERT through My CPA portal to reflect PDPA‐related practical experience?

A. No ‐ if you have access to PERT, please refrain from making any changes related to PDPA. If you have questions about

how best to log PDPA‐related practical experience, please contact your provincial CPA body for guidance.

https://www.cpacanada.ca/en/become-a-cpa/pathways-to-becoming-a-cpa/national-education-resources/the-cpa-competency-map

https://www.cpacanada.ca/en/become-a-cpa/pathways-to-becoming-a-cpa/national-education-resources/the-cpa-competency-map

Updated: April 4, 2017

Page 1/3

2017/2018 CPA Module Key Dates (Western Region) Please note:

If this is your first registration with CPAWSB, complete an application form to have a candidate profile created for you in My CPA Portal. CPAWSB will notify you when your profile is created, and will provide module registration instructions.

Register for modules at http://my.cpawsb.ca/

TERM MODULE REGISTRATION

PERIOD * MODULE DATES

ORIENTATION WORKSHOP

MODULE WORKSHOP

EXAM DATE

RESULTS RELEASE

APPEALS DEADLINE

Spring 2017

PDPA April 1 – April 30

May 6 – June 30

N/A N/A** August 11 TBD TBD

Assurance Registration is

closed May 6 – July 6

N/A May 20‐21

8.30am‐4.30pm

July 6 (Thursday) 9am ‐ 1pm

July 21/17 9.00am PT

July 25/17

Tax January 23 – March 6

May 6 – July 7

N/A June 3‐4

8.30am‐4.30pm

July 7(Friday)

9am ‐ 1pm


July 25/17




MODULE WORKSHOP

EXAM DATE

RESULTS RELEASE

APPEALS DEADLINE

Summer 2017

Assurance April 17 – May 29 July 29 – Sept 28

N/A August 12‐13

8.30am‐4.30pm

September 28 (Thursday) 9am ‐ 1pm

October 13/17 9.00am PT

Oct 17/17

Tax April 17 – May 29 July 29 – Sept 29

N/A August 26‐27

8.30am‐4.30pm

September 29 (Friday)

9am ‐ 1pm


Oct 17/17


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MODULE WORKSHOP

EXAM DATE

RESULTS RELEASE APPEALS DEADLINE

Fall 2017

PDPA*** July 10 – August 21 Oct 21 – Dec 20

N/A N/A** TBD TBD TBD

Assurance July 10 – August 21 Oct 21 – Dec 20

N/A November 4‐5 8.30am‐4.30pm

December 20 (Wednesday) 9am ‐ 1pm

January 19/18 9.00am PT

Jan 23/18

Tax July 10 – August 21 Oct 21 – Dec 21

N/A November 18‐19

8.30am‐4.30pm

December 21 (Thursday) 9am ‐ 1pm

January 19/18 9.00am PT

Jan 23/18




MODULE WORKSHOP

EXAM DATE

RESULTS RELEASE

APPEALS DEADLINE

Winter 2018

Assurance October 16 – November 27

Jan 27 – March 29 N/A

February 10‐11 8.30am‐4.30pm

March 29 (Thursday) 9am ‐ 1pm

April 20/18 9 am PT

April 24/18

Tax October 16 – November 27

Jan 27 – March 28 N/A

February 24‐25 8.30am‐4.30pm

March 28 (Wednesday) 9am ‐ 1pm

April 20/18 9 am PT

April 24/18


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MODULE WORKSHOP

EXAM DATE

RESULTS RELEASE

APPEALS DEADLINE

Spring 2018

PDPA*** TBD TBD N/A N/A** TBD TBD TBD

Assurance January 22 – March 5

May 5 – July 5

N/A May 19‐20

8.30am‐4.30pm

July 5 (Thursday) 9am ‐ 1pm


TBD

Tax January 22 – March 5

May 5 – July 4

N/A June 2‐3

8.30am‐4.30pm

July 4(Wednesday) 9am ‐ 1pm


TBD




MODULE WORKSHOP

EXAM DATE

RESULTS RELEASE

APPEALS DEADLINE

Summer 2018

Assurance April 16 – May 28 July 28 – Sept 27

N/A August 11‐12

8.30am‐4.30pm

September 27 (Thursday) 9am ‐ 1pm


TBD

Tax April 16 – May 28 July 28 – Sept 26

N/A August 25‐26

8.30am‐4.30pm

September 26 (Wednesday) 9am ‐ 1pm


TBD

* The registration period closes at 11:59PM Mountain Time. Registrations received after this time may be subject to a late registration fee. Late registration requests will only be accepted up until two weeks before the module start date. ** Please note: PDPA module registrants are asked to input a requested workshop location during the registration process. This is an administrative step only; a workshop location preference is requested simply to work around the limitations of our registration management system. PDPA module registrants are NOT required to attend a workshop, only an exam. *** Tentative offering ‐ subject to change.

Member Information Form For Registration in CPAWSB Modules

Please return completed form to [email protected]

MEMBER INFORMATION (all fields mandatory) First Name:

Last Name: Preferred Name:

Residency Status: Canadian Citizen Permanent Resident Temporary Resident

CPA Provincial Governing Body:

CPA Canada Membership Number:

Home Address

Street:

City: Province:

Postal code:

Home Telephone: Personal Email:

Business Name:

Business Address

Street:

City: Province:

Postal code:

Business Telephone: Business Email:

Please indicate preferred email contact: Home Business

Disclaimer: I consent to the CPA Western School of Business (CPAWSB) creating a My CPA Portal profile on my behalf, and agree to receive communications from CPAWSB related to my course registrations. I agree to the terms above

mailto:[email protected]

WORKSHOP AND EXAMINATION LOCATIONS Workshop Locations*

Exam Locations*

Burnaby

Calgary

Edmonton

Kelowna

Regina

Saskatoon

Vancouver

Victoria

Winnipeg

Abbotsford

Burnaby

Brandon

Calgary

Cranbrook

Edmonton

Fort McMurray

Fort St. John

Grande Prairie

Hannah

Lethbridge

Lloydminster

Iqaluit

Kamloops

Kelowna

Medicine Hat

Nanaimo

Peace River

Prince George

Red Deer

Regina

Saskatoon

Vancouver

Victoria

Whitehorse

Winnipeg

Yellowknife

*These details are provided for information purposes only. You will need to select preferred workshop and examination locationsin My CPA Portal when you register for a module.

CPAWSB Module Registration

REGISTRATION PROCESS Submit Profile Information Complete the ‘Member Information’ Form, and submit to [email protected] to request that CPAWSB create a My

CPA Portal profile for you. Once your profile has been created, you can register for approved modules via My CPA

Portal.

Register for a Module During the registration period, follow the steps below to register for PDPA modules:

Log into My CPA Portal at my.cpawsb.ca.

Select Module Registration from the drop‐down menu to see which modules are available for registration:

http://my.cpawsb.ca

Click Add Module Registration:

Indicate the appropriate academic session from the dropdown menu:

After the session has been selected, choose the desired module for registration, then click NEXT:

Choose your preferred exam and workshop locations for your module. The PDPA‐Tax and PDPA‐Assurance

modules include both a workshop and an exam. In contrast, the PDPA module does not have a workshop;

however, you are asked to input a requested workshop location during the PDPA module registration

process. This is an administrative step only; a workshop location preference is requested simply to work

around the limitations of our registration management system. PDPA module registrants are NOT required

to attend a workshop, only an exam.

Confirm that you have read and agreed to the Training Contract. Once you have done so, click NEXT:

Enter payment details, as required, and click Confirm:

Your registration is now complete:

Approximately two weeks before the module start date, module registrants will be sent a comprehensive pre‐

module communication, outlining various details such as key dates, software requirements, and resources. In

addition, a webinar will be held a few days before the module starts to provide further information. One‐to‐two days

before the module starts, you will be granted access to the module content on D2L, our online learning platform.

MODULE WITHDRAWAL Registrants must withdraw from modules via My CPA Portal. Withdrawal requests will not be processed by email.

To withdraw from a module:

Log into My CPA Portal

Select Module Registration.

Click View (next to your Module Registration):

Click Withdraw, and follow the prompts:

Whether any of your course fees will be refunded after withdrawal depends on when you initiate withdrawal through

the My CPA Portal. Module withdrawal penalties will only be waived in cases of documented extenuating

circumstances.

Registrants that withdraw are eligible for refunds per the following schedule:

70 percent of module fees refunded four weeks prior to the module start date

50 percent of module fees refunded prior to the second Friday of the module

No refunds if withdrawal occurs after the second Friday of the module

http://my.cpawsb.ca

Documents

CPA Canada Path to Post Designation Licensing for Legacy … · CPA Canada Path to Post‐Designation Licensing for Legacy Members – applicable in BC until September 1, 2018 PLEASE