The CPA PERT Guide by jenthinks (Deluxe)

This guide applies to the current CPA PERT program (pre-2027) and is designed for candidates reporting under existing requirements. For updates on the new CPA certification program (post-2027), click here.

This 106-page CPA PERT Guide (Deluxe) offers practical guidance for completing CPA PERT, with examples and explanations you can reference as you prepare and submit your reports.

THIS GUIDE INCLUDES:

• General PER Tips
• 4 x Complete Technical Competency Writing Examples* & Self-Assessment
• 4 x Complete Enabling Competency Writing Examples* & Self-Assessment
• 5 Actions to Make Your PERT Journey As Easy As Possible
• What Not To Do On Your Reports
• My Complete PERT Journey 
• Sample PERT Timelines & Associated Tasks
• Common Job Duties & Technical Competency Matching
• Tips on How to Get The Work You Need
• Frequently Asked Questions
• For Those of You Who Passed CFE & Are Behind on PER
• PER Planning Templates (Fillable)
• Provincial CPA PER Resources

THIS GUIDE IS FOR YOU IF:

• You are struggling with PER via an experience route
• You want to see examples of Level 1 and 2 responses 
• You passed CFE but have not started reporting on PERT
• You want to see my complete PERT journey from starting in AP to completing the journey as a Revenue Accountant

IMPORTANT:
DIGITAL DOWNLOAD ONLY. NO PHYSICAL PRODUCT WILL BE MAILED. FINAL SALE.
When you purchase this item, you agree to not sharing this file as it is strictly for your use.

*8 complete sample responses in total - 4 x Level 1 (2 each for technical and enabling), 4 x Level 2 (2 each for technical and enabling). These responses were created from scratch solely for this guide and meant to demonstrate what level 1 and 2 responses should look like. Note, they are meant for demostration only as CPA takes plagiarism very seriously.