CPA Review


Who reviews my experience and what is the process?

  • When a CPA Review is submitted by a Candidate in PERT at the prescribed interval based on the chosen route, CPA Alberta will review all experience reporting.
  • The CPA Alberta reviewer will provide you with revisions that you need to complete before they will finalize your review.
    • The revisions process is normal and should be expected. This is how the CPA Alberta reviewer gains knowledge of your role and experience in order to determine proficiency. 
  • Remember that your experience reporting represents a formal submission to the profession and as such ensure that you have put the necessary time and care into your report.

Timing for CPA Reviews varies depending on if you are in the Pre-Approved Program or Experience Verification Route.

Pre-Approved Program Route

  • Upon completion of the Practical Experience Requirements, a Completion CPA Review must be requested. 
  • If the Candidate changes programs or employers, a Change of Job CPA Review must be requested within three months of the change.

  • When a PPR candidate requests a CPA Review, the review is first sent to the Program Leader for certification.
  • When the Program Leader certifies the review, it is then sent to CPA Alberta for review and approval.
  • If the Candidate is working in public accounting, they must ensure the Chargeable Hours Form is completed, signed, and attached to their latest experience report within PERT.

Experience Verification Route

Pre-assessment

  • The first CPA Review request is for the pre-assessment.

As directed by the profession

  • Candidates should follow the Next CPA Review Due Date in their PERT profile, this date is directed by the profession. 
  • Most commonly, Candidates will submit their first report to the profession after working 12 months in their role, a 12 Month CPA Review must be requested. 
  • If CPA Alberta, through the pre-assessment, deems that the Candidate may require additional guidance, you may be requested to report earlier.
  • After this initial review, CPA Alberta will direct Candidates when to report next - this may be at completion, or earlier if deemed necessary.

Change of Job

  • If the Candidate changes positions or employers, a Change of Job CPA Review must be requested within 3 months of the employment change.

Completion

  • Upon completion of the Practical Experience Requirements, a Completion CPA Review must be requested. 

Note that Candidates may not submit a request for a CPA Review outside of the above. If you have questions about your specific situation please contact us directly.

  • When a Candidate submits their CPA Review, it is automatically sent to CPA Alberta for our review and approval.
  • If the Candidate is working in public accounting, they must ensure the Chargeable Hours Form is completed, signed, and attached to their latest experience report within PERT. 

For step-by-step guide on how to fill out PERT experience reports please refer to the PERT Guide for Future CPAs.

Questions? Contact: practicalexperience@cpaalberta.ca

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CPA Alberta Information Session