Core 1

Orientation Workshop
Chartered Professional Accountants of Canada, CPA Canada, CPA
are trademarks and/or certification marks of the Chartered Professional Accountants of Canada.
© 2019, Chartered Professional Accountants of Canada. All Rights Reserved.

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Les désignations « Comptables professionnels agréés du Canada », « CPA Canada » et « CPA »
sont des marques de commerce ou de certification de Comptables professionnels agréés du Canada.
© 2019 Comptables professionnels agréés du Canada. Tous droits réservés.
05/09/2021
Topic
Introductions
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ABOUT ME

 Your name, CPA

 Works at

 Live in

 Hobbies:
 Fill in
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 Orientation to the program
Objectives of
the Orientation Professional and ethical
Workshop behaviour
Problem solving and
Build enabling decision-making
competencies Communication
Self-management
Teamwork and leadership

Build technical competencies

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Modified
Workshops
 Complete activities in provided
Word & Excel and submit to
dropbox
 Debrief your response using
the solutions and debrief
videos
 Feedback focused on enabling
competencies
 Post questions to the
discussion board

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 Introductions

CPA Qualities

Becoming a CPA
Competency-
AGENDA: Based Education
Core 1 at a
Glance
Ethics and RPC

Candidate Policies
Knotia Research:
CPA Handbook

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 DiSC

Knotia Research:
eBooks
AGENDA:
The CPA Way

Approaching a
Case

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Topic
CPA Qualities
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The Canadian CPA is the
pre-eminent, globally
respected business and
CPA Vision
accounting designation.

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 Act with integrity

CPA Values
Foster excellence

Be accountable

Work collaboratively

Respect others

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 Celebrities
Identify two celebrities or
famous people that best
demonstrate the
characteristics of a CPA.
Qualities
Consider the traits or
qualities that each
celebrity/famous person
has that emulates a
CPA.

CPA Qualities

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Topic
Becoming a CPA
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Becoming a CPA:
The Study Component
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 Transition Curve
Student  Candidate  Professional

Enabling Skills

What you need to know

And you never
stop learning
Capstone 1 is about
team management,
Breadth communication, and
slows down, strategic leadership
but you begin
Huge to dive Capstone 2 is
breadth of deeper into preparation for the
learning topics CFE
across all
topic areas
Today
Today

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Practical experience
 Essential part of the CPA certification process.

 An opportunity to apply your formal learning in a workplace setting

and develop key professional competencies.

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Competency
Requirements
• Progression
• Core
• Depth
• Breadth

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Key
Requirements
30 months
of Reporting
Assessmen
qualifying Appropriate Mentorship and self-
t by the
experience supervision by CPA assessment
profession
(24 in in PERT
Quebec)

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 Experience Verification Route

Pre- 12-Month Completion

assessment Assessment Assessment

Pre-approved Program Route

Initial Report Completion

Assessment

Reporting

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 Create a profile immediately and update it within 90 days
of securing a qualifying position or changing your job

Your
responsibilities Report your experience as it happens

Meet with your mentor semi-annually and ensure these

meetings are documented in PERT

Adhere to all reporting deadlines

Respond to requests for information from your provincial

body within prescribed timelines

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Topic
Competency-Based Education
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 Familiarize yourself with
LEARNING the CPA Competency Map.
OBJECTIVES
Discuss what is required of
you in Core 1.

Determine the competencies

covered in each module and
the proficiency levels
required.

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 What you can do
The approach

What you know

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The CPA Competency Map

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 Thoroughly analyzes;

A
generates most useful
conclusions.

Describes effects;
partially analyzes;
reaches logical
conclusions.
B
Understands;
explains; applies
correctly.
C

Levels of Proficiency

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Proficiency Levels — Mountain Climbing
1. Climbs alone but relies on climbing expert’s
advice to avoid dangerous mistakes
2. Designs mountain climbing equipment

3. Climbs easy route with instructor guidance

4. Organizes and leads an expedition

5. Identifies risks that influence route

6. Describes mountain climbing equipment

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 TheCompetency Map profiles the competencies required for a CPA
candidate.
 It describes the high-level competencies for all areas of the program
(both enabling and technical).
 The Knowledge Lists and Examples define the knowledge level required
for the technical areas.
 Proficiency level is defined at entry, core, and elective levels.

The CPA Competency Map and

Knowledge Lists
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CPA Competency
Map

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Knowledge Lists
and Examples

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Activity 2:
Scavenger Hunt

Find the answers to the

questions about the CPA
Competency Map.

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 Responsible for Use the Knowledge
CPA Competency Map current module Lists and Learning
is a key resource for knowledge AND all Outcomes as a
the module and exam. prerequisite checklist for exam
knowledge. preparation.

Track your progress in

relation to the
Competency Map.

Debrief

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Topic
Core 1 at a Glance
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 Grades are achieved on
module activities
Overview

Weekly activities include:

• Integrated problems
• Practice case
• eBook readings & MCQs
• MCQ quizzes

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Problems Integrated • Develop technical
and Cases problems knowledge

• Build on technical
Practice concepts
cases • Develop exam case
writing skills

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Facilitator Feedback

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D2L Walkthrough

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4 hours in length: For each case, Candidates are
Objective format financial reporting responsible for
questions – 3 hrs will be integrated Core 1 and
with another prerequisite
Case – 1 hr technical area knowledge for the
evaluation

Core 1 Evaluation

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Exam Blueprints

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 1 2
Achieve minimum grade of Attend the workshop
75% on online activities

Eligibility to Write the Module

Exam
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Online
Activities: COMPONENT WEIGHT

Weightings Integrated problems 30%

Practice cases 30%

Multiple-choice quizzes and 30%

workshop pre-work

Workshop participation  10%

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 Work:
Usually 40
Managing Core 1 hours per
week, plus
any overtime
required

Life: What’s
left over, but PEP: 15
personal hours per
commitments week for
may be each module
significant

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Activity 3:
Find your region/province’s key
Find
Planning module dates online

Your Time

Open the Activity3_Calendar

Excel file
Map out which modules you plan to
Open take and when:
• Highlight/underline the dates
between the module start and end
• Change exam dates to red
• Change workshop dates to blue

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Risk
Management
Strategies TIME
MANAGEMENT
PRIORITY
MANAGEMENT

RESOURCE
MANAGEMENT
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Topic
Ethics and Rules of Professional
Conduct
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 Identify
potential
Apply ethical violations of the
reasoning Rules of
Professional
Conduct

Learning Objectives

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Collaboration versus Plagiarism

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 Discussion of technical
topics
Acceptable
collaboration
Identification of potential
resources for further
research

Discussion of general
approach to assignments

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  Unauthorized and/or uncredited use
of others’ intellectual property
Plagiarism  A serious offence

 Includes:
 copying from other candidates
 copying from previous
candidates
 copying from solutions/feedback
guides
 copying from the Internet

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Plagiarism Fines Repeating a Expulsion or
penalties module suspension

Letter to Completing an Reporting offences

employer ethics course to the applicable
regional/provincial
body

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Rules of
Professional
Conduct Principles:
• objectivity
• integrity and due care
• competence
• confidentiality
• professional behaviour

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Rules of Professional
Conduct
Key Elements:
 association
 independence

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Activity 4:
The High Road

Discuss each scenario

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Debrief  Ethical behaviour is one of the pillars
of the CPA profession

 The Rules of Professional Conduct

set the requirements for members,
students, and firms.

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Topic
Candidate Policies
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LEARNING
Become better acquainted
OBJECTIVES with the CPA PEP’s policies
and procedures

Familiarize yourself with the

CPA PEP Candidate Guide

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Activity 5:
Candidate
Policies

Answer each scenario

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Debrief  Candidates are responsible for
knowing all information in the
Candidate Guide

 Check the Candidate Guide

before emailing your facilitator
about policies and procedures.

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Topic
Knotia Research:
CPA Handbook
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LEARNING
OBJECTIVES Become familiarized with
Knotia.

Strengthen your research

skills.

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Knotia

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 Activity 6:

Needle in a
Haystack
Instructions:
• Access Knotia and the
Needle in a Haystack activity
(Activity 6).
• Research the answer to
each question.

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  Research skills are extremely
Debrief
important

 In the CPA PEP, a significant amount

of time will be spent researching
issues.

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