Frequently Asked Questions

The Practical Experience Requirements (PER) effective date is the day you begin to accumulate qualifying practical experience. The PER effective date is calculated automatically in the Practical Experience Reporting Tool (PERT).

The PER effective date is calculated in PERT when you meet the following three conditions:

  1. You are registered as a CPA candidate with the CPA Western School of Business (CPAWSB)
  2. You are working in a qualifying position, as outlined in CPA PER Section 2.6.
  3. You have a CPA mentor, as outlined in CPA PER Section 2.7.

You must submit all of the required information, including any mandatory attachments and CPA mentor information, within 90 days of either the date you registered as a candidate with CPAWSB or the date you started employment (whichever date occurred later). Once approved, the PER effective date will be calculated to the date you registered as a candidate with the CPA Western School of Business (CPAWSB) or started in a position (whichever date occurred later). Otherwise, your PER effective date will be the date you logged in to PERT and provided us with the required information.

You will create a profile in PERT and submit a 'Pre-Assessment'. You must create a profile in PERT within 90 days of registering as a CPA candidate and also request a Pre-assessment by the 90-day deadline. You will be required to attach your Job Description on a company letterhead with your pre-assessment and you will need to input your mentor’s email. You will not need to complete any sections in the technical and enabling competencies for the pre-assessment. Once your pre-assessment is reviewed by CPA Alberta, you will be notified automatically through PERT.

Once you have your pre-assessment reviewed, you will receive instructions to create a new experience report. Reporting in PERT requires you to keep track of your competency development and progress by keeping your experience report up to date. You must update your experience report at least semi-annually before each meeting with your mentor. You must also ensure that your Mentor Reviews are completed in PERT semi-annually. For detailed instructions on how to fill out a report and request a Mentor Review in PERT, please refer to “User Guide-Quick Reference” posted to your PERT portal.

To have your duration and competency achievement recognized, you must request a Profession Assessment through PERT. Once a candidate has submitted a complete report and the report has been verified by the candidate’s supervisor, the candidate can request a Profession Assessment through the Profession Assessments tab in PERT. A Profession Assessment may only be requested once a report has been verified by the Supervisor.

A Profession Assessment is when the CPA reviewer assesses your experience report(s) and credits you with any competencies and/or duration gained. The date when an EVR candidate is required to request a Profession Assessment will be determined by the CPA reviewer and can be found in your PERT portal. For detailed instructions on how to fill out a report and request a Profession Assessment, please refer to “User Guide-Quick Reference” within you PERT portal. Please note that duration or competencies are not credited in pre-assessment reports.

If you are registered with the profession, setting up a PERT Profile is a very important step. For this reason, you may set up your profile as an unemployed student/candidate. 'Unemployed' can be a temporary profile state for intermittent or temporary periods.

When you submit a completed report, an email will be sent to the email address provided in the 'Supervisor Email' field of an experience report. This email will contain step-by-step instructions for supervisor verification, as well as a link to access your experience report in PERT. Once the supervisor agrees to the content of the report, the report status will change from 'Verification Requested' to 'Verified'. You will then be able to request Profession Assessments and Mentor Reviews through PERT.

If you are changing jobs, you need to close off your experience at your current position before you can change your employment within PERT. That will mean requesting supervisor verification of your current experience report and requesting a Profession Assessment. You should select 'change of job' as the reason for your Profession Assessment. Once your Profession Assessment is complete, you will be able to switch your experience path (if required) and employment in PERT and your MyCPA portal.

Yes, the CPA Practical Experience Requirements allows for Candidates to change experience paths. Your competencies and duration credited through your original experience path will be consolidated with the duration and competencies credited in the new experience path. You cannot change the experience path in your PERT profile until all experience reports submitted through the original path have been assessed by CPA Alberta.

A catch-up report is a specially-designed report that enables transitioning candidates to report their previously recognized legacy experience. If you have previously recognized legacy (CA, CMA, CGA) practical experience and would like to report it via a catch-up report in PERT, please contact PracticalExperience@cpaalberta.ca for further information. You should only use a catch-up report if instructed by CPA Alberta.

The CPA Alberta Public Accounting Chargeable Hours Submission Form is only to be completed by CPA candidates who are reporting CPA practical experience through PERT, are employed with a registered public accounting firm, and need to report chargeable hours for the purpose of seeking a right to practice public accounting.

Once you have your profile created in PERT and your PER Status is set to 'In Progress', you will be able to create a Prior Experience Report and submit it for verification. If you are no longer employed at that position, we suggest that you create your prior experience as soon as you can and have it verified by your former supervisor. Once your report is verified, it may be assessed once you submit a Profession Assessment request for any of your Current Experience Reports.

Recognition may be given for a total of up to 12 months of experience prior to the PER effective date. To qualify, the period of experience must be at least three months in duration and you must have achieved at least one competency to a level 1 proficiency.

If your supervisor is no longer employed at your previous employer, then please contact the CPA Alberta Practical Experience team via email at PracticalExperience@cpaalberta.ca to determine the next steps regarding verifying your report. We may require additional verification steps to be completed before we can recognize your experience.

Only positions that ended in the preceding five and a half years from the PER effective date will be assessed. If you are currently employed in the position you are reporting via Prior Experience report, the three-month restriction will not apply.

You should submit your prior experience report(s) for supervisor verification as soon as you complete the report(s). Once your prior experience report is verified, it will be assessed once you request a Profession Assessment for any of your verified reports.

The Practical Experience Requirements (PER) effective date is the day you begin to accumulate qualifying practical experience. The PER effective date is calculated automatically in the Practical Experience Reporting Tool (PERT).

The PER effective date is calculated in PERT when you meet the following three conditions:

  1. You are registered as a CPA candidate with the CPA Western School of Business (CPAWSB)
  2. You are working in a position within a Pre-Approved Program Route (PPR)
  3. You have a CPA mentor, provided to you by your PPR

You must submit all required information, including any mandatory attachments and CPA mentor information, within 90 days of either the date you registered as a candidate with CPAWSB or the date you started employment (whichever date occurred later). Once approved, the PER effective date will be calculated to the date you registered as a candidate with CPAWSB or started in a position (whichever occurred later). Otherwise, your PER effective date will be the date you logged into PERT and provided us with the required information.

You will create a profile in PERT and your PER status at this time will be 'Pending Enrollment'. You will be directed to create an experience report in PERT. As a student in a pre-approved program, you must create an experience report immediately that includes your job start date. Without an experience report containing your job start date, your employment cannot be confirmed and your status cannot be set to 'In progress'.

CPA PER defines leave as time away from work for any reason, including vacation, sickness, professional development or study time. Any time away from work in excess of 20 weeks will be added to the duration requirement. Please note that your Program Leader will not be able to sign-off on your report unless you have correctly captured your time away from work.

You are required to update your experience report experience twice annually, and discus it with your CPA mentor. Your Program Manager may ask that you complete separate experience reports for each reporting period.

When you update your PERT profile to indicate employment at a specific organization, location, and program, an automatic notification requesting confirmation of your employment is sent to your Program Manager. It is imperative that you create an experience report once you start employment in order to capture your job start date; otherwise, employment cannot be confirmed. Additionally, you will need to identify your CPA mentor in your PERT profile because it is required in order for your Program Manager to confirm employment.

The CPA Alberta Public Accounting Chargeable Hours Submission Form is only to be completed by CPA candidates who are reporting CPA practical experience through PERT, are employed with a registered public accounting firm and need to report chargeable hours for the purpose of seeking a right to practice public accounting. The completed form must be attached to the experience report created in PERT for that position before a Profession Assessment has been requested.

When a PPR candidate is changing employment they must have all of their experience reports assessed by CPA Alberta before they can change their employment information in PERT. The candidate must attach the completed Chargeable Hours form (signed by the Program Leader) to the experience report created in PERT for that position. The candidate must update and submit their final report and request their final Mentor Review, if needed, and request a Profession Assessment. Once all reports have been assessed, the Candidate will be able to update their PERT profile with new employment and mentor information.

Yes, the CPA Practical Experience Requirements allows for candidates to change experience paths. Your competencies and duration credited through your original experience path will be consolidated with the duration and competencies credited in the new experience path. You cannot change the experience path in your PERT profile until all experience reports submitted through the original path have been assessed by CPA Alberta.

A catch-up report is a specially-designed report that enables transitioning candidates to report their previously recognized legacy experience. If you have previously recognized legacy (CA, CMA, CGA) practical experience and would like to report it via a catch-up report in PERT, please contact PracticalExperience@cpaalberta.ca for further information. You should only use a catch-up report if instructed by CPA Alberta.

Once you have your profile created in PERT and your PER Status is set to 'In Progress', you will be able to create a Prior Experience Report and submit it for verification. If you are no longer employed at that position, we suggest that you create your prior experience as soon as you can and have it verified by your former supervisor. Once your report is verified, it will be assessed once you submit a Profession Assessment request for any of your Current Experience Reports.

Recognition may be given for a total of up to 12 months of experience prior to the PER effective date. To qualify, the period of experience must be of at least three months duration. If you are currently employed in the position that you are seeking to have recognized before the PER effective date, the three-month restriction will not apply.

You must meet with your mentor at least two times every twelve months to discuss your competency development (as recorded in your Experience Reports) and to identify any strategies for further development. Meetings may be in-person, by phone or other through other forms of communication, such as Skype or Facetime, but they must be synchronous.

Login to PERT and follow these steps:

  1. From the main page, click ‘Mentor Reviews’
  2. Click ‘Request Review’
  3. Click ‘Create’ to request a mentor review.
  4. Note: You are likely to meet with your mentor more frequently than twice a year. These additional meetings can either be accomplished outside of PERT (it is not a requirement to log every meeting) or using this functionality.
  5. The ‘Mentor Review’ will appear with a ‘Status’ of ‘Requested’ under the ‘Mentor Reviews’ tab.
  6. You are then required to contact your Mentor outside of PERT to schedule a date and time for the meeting.

After the meeting, your mentor will document the results of that meeting with information such as the date and time, the topics discussed, along with any development concerns.

Mentors are required to document any unresolved competency development concerns within PERT, but are not responsible if those competencies are not developed as expected.

No, the ‘Request Review’ option under the ‘Mentor Reviews’ tab will only become available at least one of the experience reports in your profile have a ‘Verified’ or ‘Reviewed’ status.

If you do not have the ‘Request Review’ option under the ‘Mentor Reviews’ tab, check the status of your experience reports. If you do not have at least one report with a status ‘Verified’ or ‘Reviewed’, you will not have the option to request a mentor review.

No, your mentor does not assess or approve your experience report. Your mentor will discuss the contents of your report and provide guidance. CPA Alberta will assess the report for which you have requested a Profession Assessment, in order to determine which competencies and/or duration you are satisfying in that report.

A minimum of two (2) Mentor Reviews must be completed in PERT for every twelve (12) months of current practical experience reported. If you do not have the required number of Mentor Reviews when you submit your final Profession Assessment upon completion of your Practical Experience , your required duration will be extended by one (1) month for every Mentor Review missed. This consequence will be imposed by CPA Alberta upon completion of your profession assessment. This will be communicated to you in the Profession Assessment comments and imposed as of the date the Profession Assessment is completed. Note that if you are currently unemployed, your period of unemployment is not subject to the Mentor Review requirement. Prior experience is also exempt from the Mentor Review requirement.

To change your mentor, login to PERT, click ‘Edit Profile’, and delete your previous mentor’s email address in the ‘Mentor Email’ field. Then add your new mentor’s email address and save the change.

If you are a PPR candidate and you receive the ‘Mentor does not belong to selected Organization’ error message when adding your mentor, request that your mentor login to PERT, click ‘Edit Profile’, and add their organization to the ‘Mentor Organization’ field. Once this has been completed, you will be able to add your mentor. For assistance with any other error messages in PERT that you may get when trying to enter your mentor’s information (both EVR and PPR candidates), please email permentorship@cpaalberta.ca

When candidates leave an organization they are required to update their employment information within three months of the change. This involves completing experience reports that relate to that organization and submitting a Profession Assessment for the change of job. When off-boarding candidates, it is recommended that you remind them of this requirement. Additionally, we recommend providing them with the leave they are to report as this will ensure that their reporting is in agreement with your organization’s expectation.

If you cannot see all of the candidates in your program once you login to PERT, that indicates not all of them have created a profile in PERT. Once a candidate creates a profile in PERT and/or indicates employment in your program, you will receive an automated email requesting that you login to verify the candidate’s employment information. Once you are logged in, you will be able to see a full listing of students who have indicated employment in your program. For more information, please refer to the Pre-approved Program Manager PERT User Guide.

If you have additional questions, please email CPA Alberta’s Practical Experience team at ppr@cpaalberta.ca.

As a Program Leader, you are able to view the details of the students/candidates in your pre-approved program(s) that have requested an assessment. Students/candidates request assessments when they are departing from your program or when they are ready for certification. You will NOT see a full roster of students/candidates in your program; only those who have requested an assessment.

You should review experience reports for completeness, accuracy and reasonability; verify time away from work; and confirm that the mentor review meetings have occurred. For more information, please refer to the Pre-approved Program Leader PERT User Guide.

You can select 'Disagree' in the 'Pre-approved Program Leader Declaration' in PERT, which you will complete after you verify your candidate’s report. You will be asked to complete the declaration when candidates request a Profession Assessment in PERT, which they will do when they believe they have completed all of the practical experience requirements and/or they are departing your program. Once you select 'Disagree' you should contact the candidate and explain why so he/she can make adjustments in their report, if applicable.

If you have additional questions, please email CPA Alberta’s Practical Experience team at ppr@cpaalberta.ca.

Once you successfully complete the evaluation on D2L (regarding the Practical Experience Student Orientation webinar) you should have access to PERT the next business day directly through your My CPA portal. Once you log in, you can click on 'Practical Experience' and access PERT. You will not need an additional login address, username or password to access PERT.
There may be several reasons why you cannot log in to your PERT account. If you are experiencing difficulty, please contact CPA Alberta’s Practical Experience team via email at PracticalExperience@cpaalberta.ca and indicate “PERT login issues” in the subject line.
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