Employment Information
Your responses to these questions must be the same as your responses in the “Report Details” page in PERT.
1. Introduction
2. Employment Information
3. Technical Competencies
4. Generate Report
Supplemental EVR Technical Competency Tool
The Practical Experience Requirements (PER) cover both technical and enabling competencies. This tool is your go-to support to reporting your technical competencies. It's designed to supplement and improve your reporting experience when you report your technical experience through the Experience Verification Route (EVR) in the Practical Experience Reporting Tool (PERT). By using this tool, you will be able to map your work duties to the relevant competency sub-areas; gauge your proficiency levels; and get clarity on what to write in PERT.
How to use this tool
Follow the instructions in each section, then generate a PDF to upload to your practical experience report in PERT. The PDF will support the content in your PERT report. There is no change to the process within PERT. For example, your supervisor will still need to verify the accuracy of your report, which will include the content in the PDF.
This tool is exclusively for CPABC EVR candidates. If you transfer to another province to fulfill your practical experience reporting, the experience reported using this tool may not be accepted, or it may be reassessed to ensure that it adheres to that province's regulations and reporting requirements.
The CPA Profession takes academic integrity and plagiarism seriously. Please ensure you are complying with PER 3.1.7 Academic Integrity.
Complete Employment Information
To begin, please complete your employment information. Your responses must be the same as your responses in the “Report Details” page in PERT.
Click “Begin” to start the questions. When you're done, click “Submit” to save your information.
Complete your Technical Competencies
Please review the technical competencies below. For each sub-area that applies to your work experience being reported, click “Begin” to answer the questions. After the questions are answered, click “Submit” to save your information.
Important Note:
To be able to generate the PDF report in the final step, you must have completed at least one form in one of the sections below which resulted in a proficiency level of 1.
Financial Reporting
FR1 - Financial reporting needs and systems
Do you assess the financial reporting needs of external financial statement stakeholders? Do you adjust your approach and process to ensure that those needs are met?
FR2 - Accounting policies and transactions
Are you involved with accounting policies or prepare accounting transactions? Do you use the Financial Reporting Handbook to prepare accounting entries?
FR3 - Financial report preparation
Do you prepare or review parts of or full sets of financial statements and note disclosures for your organization or for an external client?
FR4 - Financial statement analysis
For historical financial statements, do you evaluate year-over-year actual changes as part of a financial statement analysis?
Management Accounting
MA1 – Management reporting needs and systems
Do you prepare internal reports to support management decision making?
MA2 – Planning, budgeting and forecasting
Are you involved in planning, budgeting or forecasting?
MA3 – Cost, revenue, profitability management
Do you analyze cost, revenue or profitability for the organization?
MA4 – Organizational/Individual performance measurement
Do you analyze the key performance indicators of the organization’s employees and business units?
Audit and Assurance
AA1 – Internal control
Do you assess the control environment and the impact to the information systems and related internal control processes?
AA2 – Internal audit or external assurance requirements, basis and risk assessment
For your internal audit or external assurance engagements, are you involved in the audit planning? Do you analyze the assurance needs of your engagement or client, the basis of standards for the engagement, and risk assessment?
AA3 – Internal audit projects or external assurance engagements
Do you perform audit planning and/or testing procedures, as part of internal audits or external audit engagements?
Taxation
TX1 – Income tax legislation and research
Are you involved with tax research, either for your organization or for an external client?
TX2 – Income tax compliance: corporate or personal
Are you involved with preparing tax returns, either for your organization or for an external client?
TX3 – Tax planning: corporate or personal
Are you involved with tax planning, either for your organization or for an external client?
Finance
FN1 – Financial analysis and planning
Do you assess any risks and ratios that could impact the overall health of the organization? Do you assess the financial viability of business proposals (e.g. how much financing is needed for large mergers and acquisition proposals, debt factoring, accounts receivable securitization)?
FN2 – Treasury management
Do you analyze cash flows and working capital? Do you analyze investment portfolios, financing sources, cost of capital, or profit distributions?
FN3 – Capital budgeting, valuation, corporate finance
Do you analyze asset valuation, business valuation, financial risk management policies and/or recovery plans? Do you analyze financial models and evaluate the feasibility of capital projects?
Strategy and Governance
SG1 – Governance, mission, vision, values and mandate
Do you analyze governance policies, processes, and/or code, to ensure your organization remains compliant with regulatory requirements? Do you analyze management decisions to ensure they are aligned to the organization’s mission, vision and values?
SG2 – Strategy development and implementation
Do you analyze the organization’s strategic objectives and performance measures to track strategic initiatives? Do you analyze the strategic plan, considering internal and external factors? Do you analyze the alignment of key operational issues, including the use of information assets, to strategies?
SG3 – Enterprise risk management
Do you analyze the entity’s risk management process and/or strategies? Do you analyze the impact of technological risks on enterprise risk?
Generate PDF
To generate a PDF of your responses, please ensure you have completed and submitted:
- the Employment Information; and
- at least one competency sub-area in the Technical Competencies section that was rated a minimum of a proficiency level 1.
Your feedback will help us make enhancements to this tool to improve your experience. Please share your experience with us in this short survey!
Supplemental EVR Technical Competency Tool Survey
Next Steps
After you generate your PDF, upload it as an attachment to your practical experience report in PERT. Create a practical experience report as you normally do, then follow the steps below.
- Copy and paste the responses from the Employment Information section to the “Report Detail” page within PERT.
- Upload a copy of your PDF to the PERT report as an attachment.
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Referring to the PDF, follow these steps based on your proficiency level in the technical competency sub-areas:
- A proficiency level of 0: No further action is required.
- A proficiency level of 1: In the “Self-Assessed Proficiency” section within your PERT reporting, input proficiency level 1. While no write-up is needed, please write “see attached PDF tool” within the box.
- A proficiency level of 2: In the “Self-Assessed Proficiency” section within your PERT reporting, input proficiency level 2. Next, explain the work you did in this area within the box. You can use the writing guidance provided for the respective sub-area.
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