A photo of students laughing and discussing with each other.
A photo of students laughing and discussing with each other.

Frequently Asked Questions

Everything you need to know about the CPA Professional Educational Program. 

Here are some commonly asked questions we get from our candidates. If your question is not addressed here, then please do not hesitate to contact us.

PEP Admissions FAQ
Online Learning FAQ
Exam FAQ
Annual Re-enrollment FAQ
Workshop FAQ
My CPA Portal FAQ
Capstone and CFE - FAQ
Module Registration FAQ

CPA PEP Related Information

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CPA PEP
What the Timing? Significance of Capstone 1 in Relation to Capstone 2 and the CFE
Sam Taylor, CPA receives questions via emails and discussion board posts from candidates and turns them into blog posts to help others who are in similar situations or have questions. This post is about how to schedule taking the Capstone modules and write the CFE to ensure optimal study time.
By Samantha Taylor, PME, CPA, CA
Jan 27, 2025
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CPA PEP
CPA PEP Policy: Can I use artificial intelligence to…
With the prevalence of general artificial intelligence (GenAI) in the workplace, it makes sense that candidates email their facilitators to ensure they are using AI appropriately when completing their weekly assignments. While some questions are specific and nuanced, most of the questions are typically about using AI for spelling and grammar checks or re-writing assistance. 
By Samantha Taylor, PME, CPA, CA
Jan 21, 2025
A woman wearing a suit and glasses looks frustrated with her on either side of her head, while looking at her computer. There are sticky notes, coffee mug and a calculator on the table.
CPA PEP
(An Anecdote to) Panic in the Exam Centre
Samantha Taylor PME, CPA, CA, recently received an email from a candidate feeling anxious about an upcoming exam, a concern many candidates share. In this post, she offers tips to help minimize exam-day stress by focusing on planning, practicing, and mentally preparing to avoid any last-minute panic at the exam centre.
By Samantha Taylor, PME, CPA, CA
Oct 21, 2024
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CPA PEP
When Accountants SHOULD Count: Bonus CFE Candidate
In my last post, When Accountants SHOULDN’T Count: Bonus CFE Candidate content - I discussed what CFE candidates shouldn’t count when it comes to Assessment Opportunities (AOs) and Requireds. Below, I will suggest what they should be accounting for instead.
By Samantha Taylor, PME, CPA, CA
Aug 29, 2024
An illustration with a target circle with an arrow in the middle, a man typing seriously on his laptop, another man looking through statistics, and there is an arrow going up and down to show growth. On the right side, there is a text that says, "When accountants shouldn't count. Bonus CFE candidates".
CPA PEP
When Accountants SHOULDN’T Count: Bonus CFE Candidate
In a recent post, Samantha Taylor, PME, CPA, CA, discussed the misinformation about CPA PEP exams and why candidates should not attempt to count Assessment opportunities (AOs) when writing their CPA PEP exams.  
By Samantha Taylor, PME, CPA, CA
Aug 22, 2024
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CPA PEP
When Accountants SHOULD Count: CPA PEP Candidates
This post is a follow-up to a previous article When Accountants SHOULDN’T Count. Here, I will discuss some opportunities both within and beyond a case when CPA PEP candidates can and should count. 
By Samantha Taylor, PME, CPA, CA
Aug 15, 2024
An illustration of a big tablet with a woman holding a huge magnifying glass and a boy on his phone sitting on a bean bag. With text on the left that say "When accountants shouldn't count. CPA PEP candidates".
CPA PEP
When Accountants SHOULDN’T Count: CPA PEP Candidates
There is a lot of misinformation “out there” on the internet, including about CPA PEP. To counter this, I encourage candidates to activate their professional judgment skills, which they have been developing through their CPA education, work experience, and evaluations, and apply these skills to their self-management of CPA. In other words, candidates should vet their sources.
By Samantha Taylor, PME, CPA, CA
Aug 9, 2024
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CPA PEP
Movit…Motiv…MotiVACATION
The title pretty much gives it away: My motivation decided to take a vacation before I could. Like you, I am in school (I am completing my doctorate). And, like many of you, I also work. And attempt to have a life.
By Samantha Taylor, PME, CPA, CA
Jul 2, 2024
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CPA PEP
Capstone 1 Presentation Tips from CPA Panelist
In this article, Winston Sim, CPA, and a previous Capstone 1 panelist will delve into how Capstone 1 candidates can prepare for their group presentation.
By CPAWSB
May 2, 2024
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CPA PEP
Can my employer pay for my CPA Education?
Education is a lifelong journey as we constantly seek opportunities to enhance our skills and stay ahead in our careers. However, this pursuit often comes with a significant financial burden. In this blog post, we will highlight how to determine if your education can be financed by your employer and navigate through your portal to select this option.
By CPAWSB
Nov 17, 2023
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CPA PEP
Navigating the CPA Professional Education Program Admission Process
Are you aspiring to become a Chartered Professional Accountant (CPA) in Canada? The first step towards this designation is the admission application. It's crucial to understand the process and requirements before you begin your journey. In this article, we will walk you through the key stages of the CPA PEP admission application process.
By CPAWSB
Oct 4, 2023
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CPA PEP
CPA Designations and Pizza: What dreams are made of
CPAWSB recently published 2023 CPAWSB's Candidate Journey eBook, a book I co-edited with talented CPAWSB staff. To introduce the eBook to the CPAWSB, I wanted to share a short story about my messy accounting designation journey to provide a glimpse into our eBook and its purpose. 
By Samantha Taylor, PME, CPA, CA
Jul 14, 2023
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CPA PEP
The Arena: Part 2
This article is Part 2 of The Arena, a two-part series introducing the 2023 CPAWSB's Candidate Journey eBook a zero-cost resource for current and aspiring Canadian CPA PEP candidates. Click here to access The Arena: Part 1.
By Samantha Taylor, PME, CPA, CA
Jun 2, 2023
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CPA PEP
CPA PEP: Here for that
Whatever your path, there is a path for you to become a CPA. This article will discuss the various “entry points” for candidates as they embark on their journey toward becoming a CPA.
By Samantha Taylor, PME, CPA, CA, and CPAWSB
Apr 14, 2023
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CPA PEP
Ready to start CPA as an MOU?
Are you planning to become a Canadian CPA and have a designation that has a Memorandum of Understanding (MOU) with CPA Canada? Here are the 5 things you need to do before you begin the program. 
By CPAWSB
Apr 6, 2023
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CPA PEP
How to Choose the Correct Registration Session as an MOU
There are many who have completed an international accounting designation and want to become a Canadian CPA. Canada’s CPA bodies have established memorandum of understanding (MOU) agreements with accounting bodies to make this journey smooth. 
By CPAWSB
Mar 31, 2023
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CPA PEP
Challenge Exams for the IFAC Designates
Challenge exams are offered to those who have received an exemption(s) from the module portion of the learning. These exams are the same as those who complete the entire modules.
By CPAWSB
Feb 24, 2023
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CPA PEP
How to interpret your CPA PEP transcript
Getting your exam results and not being able to interpret them can be stressful. This blog post highlights what items you need to be aware of to help you better interpret your CPA PEP transcript.  
By CPAWSB
Nov 18, 2022
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CPA PEP
The Capstone Modules & Writing the CFE: Timing is everything
Planning to take your CPA PEP modules? Samantha Taylor, PME, CPA, CA, discusses some of the pathways learners need to be aware of when beginning their Capstone modules. 
By Samantha Taylor, PME, CPA, CA
Sep 29, 2022
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CPA PEP
International Assessment for International Designates
International Designates are active members in good standing with accounting institutions that are International Federation of Accountants IFAC member organizations. If this applies to you, you can have your previously completed international experience assessed through CPAWSB's Practical Experience Review Committee (PERC).
By CPAWSB
Jul 29, 2022
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CPA PEP
Choosing your CPA PEP Electives, Part 2 - TX, AS, FN, and PM…oh my!

In part 1 of this series, I discussed things you could consider when choosing your module electives surrounding the CPA PEP requirements: education, evaluation, and experience. Here in part 2, I will take a more subjective approach. I base my advice on my experiences with the thousands of candidates I have personally taught and the tens of thousands of candidates I have interacted with during my last ten years working with CPA PEP and a similar legacy designation. 

By Samantha Taylor, PME, CPA, CA
Jun 17, 2022
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CPA PEP
Choosing your CPA PEP Electives – Part 1: TXN, ASU, FIN, and PM…oh my!
In part 1 of this series, I will discuss things you could consider when choosing your  two electives on your journey to complete the CPA certification program: education, evaluation, and experience.
By Samantha Taylor, PME, CPA, CA
Jun 10, 2022
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CPA PEP
Am I eligible for a Temporary Program Leave? 
If you are registered in CPA PEP, you are eligible to take time away from the program for documented special circumstances.
By CPAWSB
Jun 3, 2022
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CPA PEP
Am I eligible to study in CPA PEP as a temporary resident?
As the CPA Western School of Business (CPAWSB) is a Designated Learning Institution (DLI), all CPA Professional Education Program (CPA PEP) applicants must meet Immigration, Refugees, and Citizenship Canada (IIRC) residency requirements to be admitted to CPAWSB. If you are wondering what those residency requirements are, this week's blog post is for you!
By CPAWSB
May 27, 2022
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CPA PEP
I am ready to go to membership. What happens with dues I have paid to CPAWSB?
In this blog post we answer a question frequently received by our CPA PEP Admissions team.
By CPAWSB
Mar 25, 2022
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CPA PEP
Gettin’ (and Stayin’) PEP-py: Registration Dates and Deadlines

Here’s the low-down. The rationale behind why we don’t send email reminders and what to do instead.

By Samantha Taylor, PME, CPA, CA
Mar 18, 2022
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CPA PEP
Exam Accommodations Timeline
This post is to outline the general timeline of when notable items occur within the exam accommodations process for learners.
By CPAWSB
Mar 4, 2022
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CPA PEP
Introducing the new Competency Map
The new Competency Map is also more flexible and will help ensure the profession can be responsive and adaptable to new technologies and changing social values.
By CPA Canada
Mar 1, 2022
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CPA PEP
Want to become a CPA? Getting you started on your CPA path (For Canadian Accredited program applicants only)
So, you are in an accredited program and want to become a CPA but are not quite sure how, if, or when to enroll? You have come to the right place. For this post, I teamed up with a Program Evaluator from CPAWSB’s Admission Services team. Together, we share with you the answers to the frequently asked questions. 
By Samantha Taylor, PME, CPA, CA
Feb 25, 2022
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CPA PEP
The Subtle Art of Sarcasm: Why candidate professionalism at virtual workshops is ‘overrated’
Rather than providing a few suggestions on how candidates should be engaged at the Virtual Module Workshop (VMW), we have decided to write a list of reasons candidates should not fully participate in their weekend workshop session.
By Samantha Taylor, PME, CPA, CA
Feb 11, 2022
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CPA PEP
Effective Elective Planning: Part 3
In Part 3, we will end the Effective Elective Planning mini-series by discussing FAQs specific to elective modules and licensure. 
By Samantha Taylor, PME, CPA, CA
Jan 28, 2022
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CPA PEP
Effective Elective Planning: Part 2
In Part 2, we will continue the Effective Elective Planning mini-series to discuss when selecting which electives to register in.
By Samantha Taylor, PME, CPA, CA
Jan 21, 2022
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CPA PEP
Effective Elective Planning: Part 1
In Part 1 of Effective Elective Planning, I will discuss the registration elements, including the “order of operations” of pre-and-co-requisites for CPA PEP’s education program.
By Samantha Taylor, PME, CPA, CA
Jan 14, 2022
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CPA PEP
What happens if… Options for candidates expelled from CPA PEP
This post outlines options for anyone who finds themselves expelled for one of these reasons:
  • non-payment of fees
  • exhausting module attempts
  • failure to complete the program within the established time limits.
By CPAWSB
Jan 6, 2022
An infographic that shows CPA PEP plagiarism investigation and conviction have gone up from Summer 2020/2021 to Summer 2021/2022.
CPA PEP
Summer 2021/2022 Plagiarism Statistics
Following every semester, CPAWSB investigates suspected instances. Here are the results from the 2021/2022 Summer CPA PEP session.
By CPAWSB
Dec 7, 2021
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CPA PEP
Who’s Your User? Understanding the Importance of Situational Awareness
How often have we “missed the mark” when having a conversation? 
By Samantha Taylor, PME, CPA, CA
Dec 3, 2021
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CPA PEP
Why should I study with a partner or group when I can study better on my own?
Benefits of studying with a peer study partner or a group and reasons why you should consider it.
By CPAWSB
Oct 22, 2021
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CPA PEP
Packing Up and Moving from CPA Preparatory Courses to CPA PEP

In this week's blog we explain how dues are calculated when transitioning from CPA preparatory courses to CPA PEP. 

By CPAWSB
Oct 1, 2021
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CPA PEP
If I’m finishing my degree soon and want to start modules as soon as I can; when should I apply to the program?
If you’re in the final stages of finishing your degree, you can apply to CPA PEP even if you will complete your degree after submitting your application.
By CPAWSB
Sep 24, 2021
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CPA PEP
Picture This: DAIS & Power BI
Given our profession’s vision, intuition follows that candidates should see data analytics on the Competency Map. Below I will discuss FAQs related to data analytics information systems (hereafter: DAIS) and CPA PEP.
By Samantha Taylor, PME, CPA, CA
Aug 20, 2021
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CPA PEP
Submitting Tasks After Reaching 75% for Exam Eligibility
In CPA, PEP candidates must attain a 75 percent overall grade to write each module final exam. 
By Samantha Taylor, PME, CPA, CA
Aug 13, 2021
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CPA PEP
What’s in a Name? Understanding CPA PEP’s file-naming policy
The purpose of this post is to provide learners and educators insights into the significance of appropriate naming protocol when submitting assignments and a nifty tool to help learners master this skill. 
By Samantha Taylor, PME, CPA, CA
Jul 30, 2021
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CPA PEP
New Facilitator Training-Virtual Edition, Part 2
In Part 1 I discussed the similarities and differences between the traditional in-person online facilitator training and last winter’s virtual training sessions. This post continues with themes of educator best practices and discusses why these themes are critical to learner development and CPA PEP design.
By Samantha Taylor, PME, CPA, CA
Jul 23, 2021
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CPA PEP
New Facilitator Training-Virtual Edition, Part 1
This past winter, Kami, Nikki, and I taught our first training session since the shift to a completely virtual environment. While we have led sessions together in the past, this was the first time we presented them virtually.
By Samantha Taylor, PME, CPA, CA
Jul 16, 2021
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CPA PEP
Update on CPA PEP Workshop Format 2021
The profession has needed to adapt the way we deliver the CPA PEP modules with the continued development of the COVID-19 pandemic. The move to asynchronous workshops has filled a need for safe and effective learning to this point.
Jul 14, 2021
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CPA PEP
Career Progression, Part 3: Moving on

The first part of this series discussed reframing “quitting” with the second part focusing on skills development. This final post will discuss how to put it all together.

By Samantha Taylor, PME, CPA, CA
Jun 25, 2021
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CPA PEP
Career Progression, Part 2: Create Value
In Part 1 of this series I discussed the importance of reframing “quitting”. This post will continue to discuss career progression, concurrently creating value for yourself and others.
By Samantha Taylor, PME, CPA, CA
Jun 18, 2021
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CPA PEP
Career Progression, Part 1: The end, a new beginning
Career progression. How can someone harness the power of their education? When should one move on? In this three-part mini-series, I will explore the theme of career progression. First, I’ll discuss why quitting is essential to growth, then how to set yourself up for growth, and conclude with exploring the bigger picture of a CPA and lifestyle design.
By Samantha Taylor, PME, CPA, CA
Jun 11, 2021
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CPA PEP
Mentorship: This is coffee
A hunter and a vegetarian walk into a boardroom for an interview that would lead to the start of my accounting career. I will get to that, but first I want to discuss mentorship.
By Samantha Taylor, PME, CPA, CA
Apr 30, 2021
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CPA PEP
Do you even Accountant? The right personality for CPA PEP
What type of personality makes the best accountants? Read more to find out!
By Samantha Taylor, PME, CPA, CA
Feb 12, 2021
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CPA PEP
Module Fast Track: Is it for me?
This posts answers all your questions about the Module Fast Track option!
By Samantha Taylor, PME, CPA, CA
Jan 22, 2021
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CPA PEP
Preparing for the September 2020 CPA PEP exams

We at CPAWSB understand stress can often accompany exams. Adding the layer of a remote exam may impact the stress of preparation. 

Our goal is to be both empathetic and provide you with tools for self-empowerment.

By Nikki Reardon Marchiel, CPA, CA, and Samantha Taylor, PME, CPA, CA
Sep 11, 2020
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CPA PEP
Power Move: Part 3 – The Professional
In this third and final part of the Power Move mini-series, I will complete exploring the theme of power, ending with my latest definition of power and how it relates to a candidate’s professional journey.
By Samantha Taylor, PME, CPA, CA
Aug 13, 2020
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CPA PEP
Power Move: Part 2 – The Pivot
In this second part of the Power Move mini-series, I will continue the exploration into the theme of power, expanding on my current working definition into dynamics that we have more than we think we do.
By Samantha Taylor, PME, CPA, CA
Aug 6, 2020
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CPA PEP
Power Move: Part 1 – The Candidate
Power. What is it, and how can we use it effectively? In this three-part mini-series, I will explore the dynamics of power in the context of the CPA Professional Education Program (CPA PEP). This first post explores developing power as a candidate, then examines the ownership of power, and concludes with a discussion of how the power a candidate builds can develop their professional presence.
By Samantha Taylor, PME, CPA, CA
Jul 30, 2020
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CPA PEP
Practical tactics and time-saving tools: Part 2
In the first of the mini-series, I discussed practical time-saving tactics and tools to map the long-term trajectory of your goals. This second post will add more tactics and tools to help you execute that strategy to achieve your larger goals.
By Samantha Taylor, PME, CPA, CA
Jul 24, 2020
A photo of a person sitting on a bench in front of a tall manicured bush with books on the ground. He can be seen typing on his laptop, a mug on his right and a lamp on his left.
CPA PEP
Practical tactics and time-saving tools: Part 1
This two-part mini-series will introduce practical, and time-saving study tips split into two parts. The posts will focus on the tactics, that is using a larger goal to work backwards from, followed by tools, the daily tasks we complete to work towards that larger goal.
By Samantha Taylor, PME, CPA, CA
Jul 17, 2020
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CPA PEP
CPA PEP Facilitator Mentor Program
When you take a CPA PEP module, you will be assigned a facilitator. However, did you know that your facilitator has a mentor to help them, help you? 
By CPAWSB
May 1, 2020
A photo of a person hanging off the side of a mountain with safety ropes attached.
CPA PEP
Got Motivation?
While gaining practical experience, I used music to spark my motivation (you know, that “mo'”). Whether it was Britney Spears who encouraged me to write my practice cases or Limp Bizkit helping me prioritize, their melodies often helped me refocus daily actions.
By Samantha Taylor, PME, CPA, CA
Apr 24, 2020
A dimly lit photo featuring a lamp, a clock, and an open book, with a green glass bottle placed between the lamp and the clock.
CPA PEP
Studying: The Search for Enough
When is enough, enough?
By Samantha Taylor, PME, CPA, CA
Apr 9, 2020
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CPA PEP
Rediscover Your PEP: Three Under-Rated Candidate Resources
In my opinion, there are a few overlooked and underused resources for CPA PEP candidates. If used effectively, they can help you go from surviving to thriving.
By Samantha Taylor, PME, CPA, CA
Mar 26, 2020
A photo of a person answering multiple choice questions on paper with a black pen.
CPA PEP
Candidate Survey Feedback: Where does it go?
With demands from school, work, family, perhaps even a few unimpaired friendships,  a candidate’s most valuable asset is often time, and we accounting educators understand this. Today, I’m sharing where your survey feedback goes and why the time you spend providing that feedback has value.
By Samantha Taylor, PME, CPA, CA
Feb 13, 2020
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CPA PEP
New Year New Utilization: Incorporating PEP module changes to your study plan
By Samantha Taylor, PME, CPA, CA
Jan 30, 2020
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CPA PEP
Ask Learner Support: PEP Core 1 or 2 Module Preparation
In this “Ask an Advisor” series, we answer questions regularly received by the different teams responsible for CPA course and module administration. This week, we focus on a question received by the Learner Support team.
By CPAWSB
Jan 28, 2020
A photo of a person writing on a notebook.
CPA PEP
Tips for a Better Response: Case Writing
Have you ever looked at a website, a memo, or article that was lines of unbroken text and thought ‘ugh,’ then stopped reading? No one wants to read large chunks of text; we prefer short, bite-sized pieces of info that get to the heart of the matter. The users in your submissions feel the same! Below are some ideas on how to improve your case submissions (and as a bonus, most apply to your regular work, too!).
By Nikki Reardon Marchiel, CPA, CA
Jun 12, 2019