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Questions? Contact: [email protected]
MEMBER OVERVIEW: PDPA MODULES Page 1 Updated: April 4, 2017
CPA Canada Path to Post‐Designation Licensing for CPA Members
PLEASE NOTE: There are both education and practical experience requirements for licensing. The information
below relates to the education requirements; please contact your provincial body for information about the
practical experience requirements.
EDUCATION AND EXAMINATION REQUIREMENTS FOR LICENSING
Registrants looking for audit or review level licensure will be required to complete the nationally‐
developed CPA Post Designation Public Accounting (PDPA) Program, which includes the PDPA Module and
PDPA Examination.
Registrants looking for licensing in compilations will be required to complete the PDPA‐Taxation module
and write the PDPA‐Taxation examination.
PDPA Schedule and Delivery
The schedule for the PDPA modules, which shows module registration and exam dates, is available below and is
also posted on our website. Modules are eight weeks long and delivered online through Desire 2 Learn and
administered by the CPA Western School of Business (CPAWSB).
PDPA PROGRAM
PDPA Module Overview
The PDPA module covers the technical knowledge required for public accounting registration, including tax,
assurance, financial reporting, finance, and strategy and governance. It is a self‐study module that consists of
reading resources, practice problems, and multiple‐choice questions covering the CPA Competency Map at the
elective level. There are no deadlines, submissions, or face‐to‐face components (for example, workshops) to the
module.
Designed as a preparatory module, participants are provided with a suggested eight‐week study schedule to assist
with the preparation for the PDPA examination. Candidates must complete the PDPA module to be eligible to write
the PDPA examination.
Questions? Contact: [email protected]
MEMBER OVERVIEW: PDPA MODULES Page 2 Updated: April 4, 2017
PDPA Module Format
The PDPA module consists of the following learning resources:
Learning Resource Explanation
Oracle document Weekly reading resources to assist in development of technical competencies,
with a focus on financial reporting, assurance, and tax at an elective level of
knowledge. The Oracle includes practice problems.
Quiz (Multiple choice
questions)
Tests knowledge learned from the assigned Oracle documents. Unlimited
attempts with feedback provided immediately upon completion of the quiz.
Virtual Professional
Library (VPL)
Includes the CPA Canada Handbook, CPEM and Income Tax Collection.
Study schedule Suggested 8‐week study schedule, outlining the materials to be completed each
week to work through all provided materials before the PDPA examination. The
module is self‐paced; registrants will need to consider personal and work
commitments in developing a schedule that works.
Registrants should expect to spend between 15‐to‐17 hours each week to complete the assigned learning
resources, as noted above. This time estimate does not include review of prerequisite knowledge.
The PDPA module is self‐study and does not include access to a facilitator. There are no deadlines, assignment
submissions, or workshops in the module. Participants will be provided with an unmonitored discussion board to
communicate with other participants.
PDPA Examination
The PDPA examination consists of objective format questions testing the required technical knowledge for public
accounting registration. See the PDPA Examination Blueprint for more information, including competencies
covered.
PDPA‐TAXATION MODULE
Module Overview
The PDPA‐Taxation module is designed to equip registrants with the competencies necessary to provide taxation
services and guidance. The scope includes assisting individual and corporate entities to minimize taxes and meet
Questions? Contact: [email protected]
MEMBER OVERVIEW: PDPA MODULES Page 3 Updated: April 4, 2017
their objectives while remaining in compliance with tax laws and regulations. The registrant learns to address
compliance and tax‐planning issues for both individuals and corporate entities, as well as, to a lesser extent,
partnerships and trusts. Registrants also learn to go beyond presenting issues by considering the broader
circumstances and risk tolerance of all stakeholders involved. In addition, registrants develop competence in the
areas of tax governance, controls, and risk management, in recognizing the interrelationship between financial
reporting decisions and taxation, and in recognizing the importance of considering taxes when making business
and investment decisions.
The PDPA‐Taxation module is self‐study and includes access to a facilitator to mark assignments and to answer
questions. Registrants have the option of attending a two‐day weekend workshop (with candidates enrolled in the
CPA Professional Education Program) and submitting assignments for review by the facilitator.
PDPA‐Taxation Module Format
The PDPA‐Taxation module consists of the following components:
Learning Resource Explanation
Immersive case activities* Optional weekly case‐based activities that are reviewed by a facilitator. Marking
guides and sample solutions are provided.
Practice cases* Optional cases due every other week and reviewed by a facilitator. Marking
guides and sample solutions are provided.
Multiple choice
questions*
10‐to‐15 optional weekly questions to review topics covered in that week’s
immersive case. Odd weeks include 15‐to ‐25 questions that cover topics that will
be addressed in future immersive case and practice case activities.
Examination preparation
material*
Optional materials available to be completed at any time.
Workshop* Optional, weekend, two‐day in‐person session to be held at one of nine locations
across Western Canada.
Oracle/learning resources Resources available to registrants for reference and research.
Discussion board Forum for registrants to post questions to their peers and facilitators.
* Completing these activities is optional for registrants.
Suggested time to dedicate to the modules is 10‐to‐15 hours per week per module if completing all online
assignments and doing any practice material available on the site.
Questions? Contact: [email protected]
MEMBER OVERVIEW: PDPA MODULES Page 4 Updated: April 4, 2017
PDPA‐Taxation Examination
The examination for the PDPA‐Taxation module is four hours long and comprised of two cases (150 minutes
allotted for this section), and objective‐style questions, such as multiple‐choice questions and task‐based
simulations (90 minutes allotted for this section). See the Taxation Examination Blueprint for more information.
FREQUENTLY ASKED QUESTIONS (FAQs)
Q. How do I register for the modules?
A. If you are interested in registering for a module, start by completing a Member Information Form. After you
complete this form, CPAWSB will create a profile for you in My CPA Portal, and then you can complete the
module registration. Further registration instructions can be found in the attached registration/withdrawal
how‐to guide.
Q. What is the cost of the modules?
A. The fee for the PDPA module is $1,000, which includes the module materials and the exam. The fee for the
PDPA‐taxation module is $1,220.
Q. What is the cost of repeating the module or re‐writing the examination?
A. The fee for rewriting the PDPA examination is $1,000, which includes the module materials and the exam.
After completing the PDPA‐taxation module once, members can attempt the exam without having access
to any of the learning materials at a cost of $530. Members who are unsuccessful on a second attempt need
to register in the full module before attempting the exam again.
Q. How do I withdraw from a module?
A. You can withdraw by following the guidance provided in the attached registration/withdrawal how‐to‐
guide. Refunds are available as follows, based on when the withdrawal request is received:
Up to four weeks before the module start date: 70 percent of module fees refunded
Between four weeks before the module start and the second Friday of the module: 50 percent of
module fees refunded
After the second Friday of the module: No refunds
Questions? Contact: [email protected]
MEMBER OVERVIEW: PDPA MODULES Page 5 Updated: April 4, 2017
Q. Am I required to have specific equipment?
A. All module materials are provided electronically, therefore you are expected to have a computer and
internet connect to access these files. At least1 GB of RAM, 100 MB of free hard‐drive space, and a free USB
port are required to support software and applications used during the module. The PDPA examination is
hand‐written, so no computer is required to write the examination; however, the PDPA‐taxation
examination is electronic, so a PC‐based laptop that meets the above specifications will be required. No
Macs or tablets are permitted.
Q. Can I defer the examination?
A. The PDPA‐taxation examination can be deferred in extenuating circumstances with documentation of the
extenuating circumstance and after payment of a fee of $400. The deferral fee may be waived at the
discretion of CPAWSB staff in certain circumstances. The PDPA examination may not be deferred;
individuals unable to write the PDPA examination must re‐enrol for the next offering of the module.
Q. When I am registering for the PDPA module, I am asked to input a preference for a workshop location. I
thought there was no workshop required. Why am I asked to pick a location?
A. There is no workshop associated with the PDPA module; however, My CPA portal was not designed to
handle course registrations without workshops. Until the system is updated, you will need to select a
workshop location to satisfy the system and complete your registration.
Q. In which cities are examinations held?
A. The list of cities for the workshops and examinations is detailed on the Member Information Form (for
information only), as well as in My CPA Portal. Please indicate the city/cities in which you can attend the
workshop and examination at the time of registration.
Q. Am I guaranteed a spot in my first preference of city for examinations?
A. Yes, examination location preferences are guaranteed.
Q. What competencies are covered in each of the PDPA and PDPA‐taxation modules?
A. The CPA Competency Map and CPA Knowledge Supplement details the competencies covered in each of
the PDPA and PDPA‐taxation modules. For the PDPA module, the CPA competency map details the
competencies in two sections, assurance and tax. For the tax module, the CPA competency map details the
competencies covered under the tax section. The CPA Competency Map and CPA Knowledge supplement
Questions? Contact: [email protected]
MEMBER OVERVIEW: PDPA MODULES Page 6 Updated: April 4, 2017
are available at https://www.cpacanada.ca/en/become‐a‐cpa/pathways‐to‐becoming‐a‐cpa/national‐
education‐resources/the‐cpa‐competency‐map
Q. How do I access Desire2Learn?
A. Registrants will receive access to Desire2Learn at least one day before the module start date. Login details
will be provided via email, and will be delivered directly from CPA Canada.
Q. How do I become more familiar with the course and course requirements?
A. A webinar will be held for registrants registered for the modules a few days before the module start date.
More details will follow two weeks prior to the module start date.
Q. I understand that there are practical experience requirements associated with PDPA. I have access to
PERT; should I make changes in PERT through My CPA portal to reflect PDPA‐related practical experience?
A. No; if you have access to PERT, please refrain from making any changes related to PDPA. If you have
questions about how best to log PDPA‐related practical experience, please contact your provincial CPA body
for guidance.
Updated: April 4, 2017
Page 1/3
2017/2018 CPA Module Key Dates (Western Region) Please note:
If this is your first registration with CPAWSB, complete an application form to have a candidate profile created for you in My CPA Portal. CPAWSB will notify you when your profile is created, and will provide module registration instructions.
Register for modules at http://my.cpawsb.ca/
TERM MODULE REGISTRATION
PERIOD * MODULE DATES
ORIENTATION WORKSHOP
MODULE WORKSHOP
EXAM DATE
RESULTS RELEASE
APPEALS DEADLINE
Spring 2017
PDPA April 1 – April 30
May 6 – June 30
N/A N/A** August 11 TBD TBD
Assurance Registration is
closed May 6 – July 6
N/A May 20‐21
8.30am‐4.30pm
July 6 (Thursday) 9am ‐ 1pm
July 21/17 9.00am PT
July 25/17
Tax January 23 – March 6
May 6 – July 7
N/A June 3‐4
8.30am‐4.30pm
July 7(Friday)
9am ‐ 1pm
July 21/17 9.00am PT
July 25/17
TERM MODULE REGISTRATION
PERIOD * MODULE DATES
ORIENTATION WORKSHOP
MODULE WORKSHOP
EXAM DATE
RESULTS RELEASE
APPEALS DEADLINE
Summer 2017
Assurance April 17 – May 29 July 29 – Sept 28
N/A August 12‐13
8.30am‐4.30pm
September 28 (Thursday) 9am ‐ 1pm
October 13/17 9.00am PT
Oct 17/17
Tax April 17 – May 29 July 29 – Sept 29
N/A August 26‐27
8.30am‐4.30pm
September 29 (Friday)
9am ‐ 1pm
October 13/17 9.00am PT
Oct 17/17
Updated: April 4, 2017
Page 2/3
TERM MODULE REGISTRATION
PERIOD * MODULE DATES
ORIENTATION WORKSHOP
MODULE WORKSHOP
EXAM DATE
RESULTS RELEASE APPEALS DEADLINE
Fall 2017
PDPA*** July 10 – August 21 Oct 21 – Dec 20
N/A N/A** TBD TBD TBD
Assurance July 10 – August 21 Oct 21 – Dec 20
N/A November 4‐5 8.30am‐4.30pm
December 20 (Wednesday) 9am ‐ 1pm
January 19/18 9.00am PT
Jan 23/18
Tax July 10 – August 21 Oct 21 – Dec 21
N/A November 18‐19
8.30am‐4.30pm
December 21 (Thursday) 9am ‐ 1pm
January 19/18 9.00am PT
Jan 23/18
TERM MODULE REGISTRATION
PERIOD * MODULE DATES
ORIENTATION WORKSHOP
MODULE WORKSHOP
EXAM DATE
RESULTS RELEASE
APPEALS DEADLINE
Winter 2018
Assurance October 16 – November 27
Jan 27 – March 29 N/A
February 10‐11 8.30am‐4.30pm
March 29 (Thursday) 9am ‐ 1pm
April 20/18 9 am PT
April 24/18
Tax October 16 – November 27
Jan 27 – March 28 N/A
February 24‐25 8.30am‐4.30pm
March 28 (Wednesday) 9am ‐ 1pm
April 20/18 9 am PT
April 24/18
Updated: April 4, 2017
Page 3/3
TERM MODULE REGISTRATION
PERIOD * MODULE DATES
ORIENTATION WORKSHOP
MODULE WORKSHOP
EXAM DATE
RESULTS RELEASE
APPEALS DEADLINE
Spring 2018
PDPA*** TBD TBD N/A N/A** TBD TBD TBD
Assurance January 22 – March 5
May 5 – July 5
N/A May 19‐20
8.30am‐4.30pm
July 5 (Thursday) 9am ‐ 1pm
July 20/18 9.00am PT
TBD
Tax January 22 – March 5
May 5 – July 4
N/A June 2‐3
8.30am‐4.30pm
July 4(Wednesday) 9am ‐ 1pm
July 20/18 9.00am PT
TBD
TERM MODULE REGISTRATION
PERIOD * MODULE DATES
ORIENTATION WORKSHOP
MODULE WORKSHOP
EXAM DATE
RESULTS RELEASE
APPEALS DEADLINE
Summer 2018
Assurance April 16 – May 28 July 28 – Sept 27
N/A August 11‐12
8.30am‐4.30pm
September 27 (Thursday) 9am ‐ 1pm
October 12/18 9.00am PT
TBD
Tax April 16 – May 28 July 28 – Sept 26
N/A August 25‐26
8.30am‐4.30pm
September 26 (Wednesday) 9am ‐ 1pm
October 12/18 9.00am PT
TBD
* The registration period closes at 11:59PM Mountain Time. Registrations received after this time may be subject to a late registration fee. Late registration requests will only be accepted up until two weeks before the module start date. ** Please note: PDPA module registrants are asked to input a requested workshop location during the registration process. This is an administrative step only; a workshop location preference is requested simply to work around the limitations of our registration management system. PDPA module registrants are NOT required to attend a workshop, only an exam. *** Tentative offering ‐ subject to change.
Member Information Form For Registration in CPAWSB Modules
Please return completed form to [email protected]
MEMBER INFORMATION (all fields mandatory) First Name:
Last Name: Preferred Name:
Residency Status: Canadian Citizen Permanent Resident Temporary Resident
CPA Provincial Governing Body:
CPA Canada Membership Number:
Home Address
Street:
City: Province:
Postal code:
Home Telephone: Personal Email:
Business Name:
Business Address
Street:
City: Province:
Postal code:
Business Telephone: Business Email:
Please indicate preferred email contact: Home Business
Disclaimer: I consent to the CPA Western School of Business (CPAWSB) creating a My CPA Portal profile on my behalf, and agree to receive communications from CPAWSB related to my course registrations. I agree to the terms above
WORKSHOP AND EXAMINATION LOCATIONS Workshop Locations*
Exam Locations*
Burnaby
Calgary
Edmonton
Kelowna
Regina
Saskatoon
Vancouver
Victoria
Winnipeg
Abbotsford
Burnaby
Brandon
Calgary
Cranbrook
Edmonton
Fort McMurray
Fort St. John
Grande Prairie
Hannah
Lethbridge
Lloydminster
Iqaluit
Kamloops
Kelowna
Medicine Hat
Nanaimo
Peace River
Prince George
Red Deer
Regina
Saskatoon
Vancouver
Victoria
Whitehorse
Winnipeg
Yellowknife
*These details are provided for information purposes only. You will need to select preferred workshop and examination locationsin My CPA Portal when you register for a module.
CPAWSB Module Registration
REGISTRATION PROCESS Submit Profile Information Complete the ‘Member Information’ Form, and submit to [email protected] to request that CPAWSB create a My
CPA Portal profile for you. Once your profile has been created, you can register for approved modules via My CPA
Portal.
Register for a Module During the registration period, follow the steps below to register for PDPA modules:
Log into My CPA Portal at my.cpawsb.ca.
Select Module Registration from the drop‐down menu to see which modules are available for registration:
Click Add Module Registration:
Indicate the appropriate academic session from the dropdown menu:
After the session has been selected, choose the desired module for registration, then click NEXT:
Choose your preferred exam and workshop locations for your module. The PDPA‐Tax and PDPA‐Assurance
modules include both a workshop and an exam. In contrast, the PDPA module does not have a workshop;
however, you are asked to input a requested workshop location during the PDPA module registration
process. This is an administrative step only; a workshop location preference is requested simply to work
around the limitations of our registration management system. PDPA module registrants are NOT required
to attend a workshop, only an exam.
Confirm that you have read and agreed to the Training Contract. Once you have done so, click NEXT:
Enter payment details, as required, and click Confirm:
Your registration is now complete:
Approximately two weeks before the module start date, module registrants will be sent a comprehensive pre‐
module communication, outlining various details such as key dates, software requirements, and resources. In
addition, a webinar will be held a few days before the module starts to provide further information. One‐to‐two days
before the module starts, you will be granted access to the module content on D2L, our online learning platform.
MODULE WITHDRAWAL Registrants must withdraw from modules via My CPA Portal. Withdrawal requests will not be processed by email.
To withdraw from a module:
Log into My CPA Portal
Select Module Registration.
Click View (next to your Module Registration):
Click Withdraw, and follow the prompts:
Whether any of your course fees will be refunded after withdrawal depends on when you initiate withdrawal through
the My CPA Portal. Module withdrawal penalties will only be waived in cases of documented extenuating
circumstances.
Registrants that withdraw are eligible for refunds per the following schedule:
70 percent of module fees refunded four weeks prior to the module start date
50 percent of module fees refunded prior to the second Friday of the module
No refunds if withdrawal occurs after the second Friday of the module