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CFE Repeat Writer Mentor Course - May/Sept. CFE

Course Description

This course was designed for repeat writers who want to work with a PASS mentor throughout the process and focus on the specific PASS courses that are most useful to the individual writer, after having written the CFE or UFE.  Some students may have deficiencies in technical skills, others may have deficiencies in case writing etc.  The purpose of this course is to address the particular student's weaknesses and design the course to address those weaknesses.


The Repeat Writer Mentor course works as follows:


(1)  1st Meeting - Shortly after you register, we will meet with you (in person or skype or phone) to go over the details of the program, help you identify which areas require improvement and go over how to prepare a study plan


(2)  2nd - Meeting - We will have a 2nd meeting (in person or skype or phone) and we will review your study plan.  During this meeting we will review your selection of courses to ensure it is consistent with your needs and study plan


(3)  Take Courses - You will begin taking the courses below as well as receive a technical binder and videos 


(4)  Ongoing Communication - Each month we will communicate with each other (e-mail, phone, skype) and make sure that you are following your study plan


If you are enrolled in this course there is no need to register for any other courses, as you will have access to all of the PASS courses and materials.  You will choose courses that meet your needs from the components below


The CFE Repeat Writer Mentor Course - May/Sept. CFE consists of 5 components:
  1. CFE Day 3 Case Writing Course
  2. CFE Repeat Writer Comprehensive Course
  3. CFE Technical Accounting IFRS / ASPE Course
  4. CFE Management Accounting Technical Review Course
  5. CFE Technical Binder
These components are explained below.

Note: PASS courses are offered in different formats: Live Online and Video. Each of the components below indicates the available formats of that component.

1. CFE Day 3 Case Writing Course

Course Description

This course focuses on case writing, specifically Day 3 cases.  The course begins with a session on case writing and then students write and hand in for marking, 4 Day 3 simulated cases.  All cases are debriefed during a take-up.  The course is a perfect complement to Capstone 2 so students can have additional practice case writing.


Course Includes

  • Intro to case writing techniques
  • Write (and get marked) 4 Day 3 cases
  • 4 Day 3 cases de-briefed
  • PASS comprehensive binder and all course notes

Lecture Demos

Check out a video excerpt from our Day 3 Case Writing Course

Course Delivery

This course is offered either Live Online or by Video.

Upcoming Offerings

Exam Date

Venue

Class Dates

View Schedule

May 28-30, 2024 Live Online First Class: April 8, 2024
Last Class: May 12, 2024
GO   
September 10-12, 2024 Live Online First Class: April 8, 2024
Last Class: May 12, 2024
GO   
May 27-29, 2025 Live Online First Class: April 7, 2025
Last Class: May 11, 2025
GO   
September 9-11, 2025 Live Online First Class: April 7, 2025
Last Class: May 11, 2025
GO   

2. CFE Repeat Writer Comprehensive Course

8 Days of Instruction

Course Description

This comprehensive course before the CFE encompasses both case writing and techniques.

Case Writing - This course will give students the opportunity to write more cases which will be professionally marked and debriefed in class so that students can refine their case writing skills and have an edge on the CFE. Students will also learn fundamental case writing techniques, essential for successful case writing. In addition, students will learn a very structured approach for writing the Day 2 Case on the CFE. For students who were unsuccessful on the CFE, this course will be a perfect complement to Capstone 2.

Lastly, students will also learn techniques for getting sufficient depth in various competencies, including:
  • Numerical Methods - How to perform quantitative analysis quickly and effectively in order to reach at least the 'competent' level
  • Depth in Financial Accounting - Essential technique for financial accounting issues which ensures students will move from 'nominal' or 'reaching competent' to 'competent' once an issue is identified
  • Integrated Tax - Review technical corporate and personal tax and integrate the technical into cases
  • Integrated Audit - Learn audit techniques to apply in cases to move up the competency levels
  • What Went Wrong - Learn from a professional marker the most common mistakes that prevent people from passing and what you can do to correct them
  • CFE Marker Session - Gain insight from a professional marker as to how the CFE is marked and what the marker is looking for
There are 2 versions of the course, a live online option and a video option.  The course is intended for both students who will be working as well as students who will be taking time off from work during the summer.

Live Online Version - The live online version is offered outside of normal business hours (evenings/Sunday), so as not to conflict with work.  Furthermore a portion of the course is offered through videos, which can be watched whenever one has free time.

Video Version - All live online sessions are recorded and students can watch the videos at any point in time.

Students can mix and match sessions, i.e. take some classes live online and some by video, if it suits their schedule.

Course Extras

  • Personal counselling sessions with an experienced marker
  • Receive a PASS binder and comprehensive set of course materials (ie. cases and lecture notes), prepared for the 2024 CFEs.

Course Includes

  • 1 day on case writing techniques - How to write CFE Cases
  • 4 "Technique" sessions
  • Write 5 Day 3 Cases (4 are marked)
  • Write (and get marked) 2 Day 2 Cases
  • 2 Day 2 Cases de-briefed
  • 1 personal counselling session (for one exam)
  • PASS comprehensive binder and all course notes

Lecture Demos

Check out a video from the course.

Course Delivery

This course is offered either Live Online or by Video.

Upcoming Offerings

Exam Date

Venue

Class Dates

View Schedule

May 28-30, 2024 Live Online First Class: January 14, 2024
Last Class: May 2, 2024
GO   
September 10-12, 2024 Live Online First Class: July 7, 2024
Last Class: August 14, 2024
GO   
May 27-29, 2025 Live Online First Class: January 12, 2025
Last Class: May 5, 2025
GO   
September 9-11, 2025 Live Online First Class: July 6, 2025
Last Class: August 13, 2025
GO   

3. CFE Technical Accounting IFRS / ASPE Course

Course Description

This course is specifically geared for all students who did not take the PASS PEP Module Exam Course.

Excelling in financial reporting on the CFE require a solid knowledge of financial accounting as well as the ability to apply that knowledge effectively in CFE cases.

This course will review all of the major technical areas in IFRS and Private Enterprise GAAP (ASPE) for which students are responsible.

Candidates will also have the opportunity to work on two simulated cases which incorporate numerous accounting issues.  Students will learn how to apply their technical knowledge effectively and attain the necessary level of depth to attain "competent" for Financial Reporting assessment opportunities.

As part of the course students will receive the publication - Financial Reporting Technical Review - 2024.


Course Includes

  • Numerous technical review sessions
  • 2 sessions in which simulated cases are taken up
  • Videos of all sessions (available to both students taking the live online and video online offerings)
  • Publication Financial Reporting Technical Review - 2024

Lecture Demos

Check out video excerpts from our CFE Technical Accounting IFRS / ASPE Course. One of the videos deals with a technical lecture and the other deals with how to effectively apply one's technical knowledge to CFE cases

Course Delivery

This course is offered either Live Online or by Video.

Upcoming Offerings

Exam Date

Venue

Class Dates

View Schedule

May 28-30, 2024 Video Watch Anytime GO   
May 28-30, 2024 Video Watch Anytime GO   
September 10-12, 2024 Video Watch Anytime GO   
September 10-12, 2024 Video Watch Anytime GO   
May 27-29, 2025 Live Online First Class: January 27, 2025
Last Class: March 11, 2025
GO   
September 9-11, 2025 Live Online First Class: January 27, 2025
Last Class: March 11, 2025
GO   

4. CFE Management Accounting Technical Review Course

Course Description

This course is specifically geared for all students who did not take the PASS PEP Module Exam Course.


Management Accounting is a very major part of the CFE and many students who wrote the first CFE found it to be among the most challenging parts of the CFE.  It may be tested on the Day 2 Case (probably) and would be expected to be tested heavily on the Day 3 Cases.  Even if one achieves depth in financial accounting one must still achieve breadth in management accounting, which for many students is no easy feat as many students took management accounting in the early years of their university education and are not that proficient in this area.

This course will review all major areas of management accounting, both quantitative and qualitative, which can easily be tested in a CFE scenario.  Students will also receive extensive notes which summarize key areas.

After various areas are reviewed, students will have the opportunity to work on numerous scenarios in order to practice their management accounting skills.


Course Includes

  • Six technical review sessions
  • Many examples of management accounting scenarios 
  • Videos of all sessions 
  • Extensive notes

Lecture Demos

Take a look at a video from the CFE Management Accounting Technical Review Course

Course Delivery

This course is offered either Live Online or by Video.

Upcoming Offerings

Exam Date

Venue

Class Dates

View Schedule

May 28-30, 2024 Video Watch Anytime GO   
May 28-30, 2024 Video Watch Anytime GO   
September 10-12, 2024 Video Watch Anytime GO   
September 10-12, 2024 Video Watch Anytime GO   
May 27-29, 2025 Live Online First Class: February 24, 2025
Last Class: March 12, 2025
GO   
September 9-11, 2025 Live Online First Class: February 24, 2025
Last Class: March 12, 2025
GO   

5. CFE Technical Binder

The complete PASS CFE Technical binder provides extensive notes on all 6 competencies, including notes on both IFRS and ASPE accounting topics.

As part of this program, the financial accounting and management accounting notes are used in conjunction with the financial accounting and management accounting courses.  The other 4 competencies, assurance, tax, finance and governance are provided in the CFE technical binder.  

Excellent for students taking accredited programs who need to beef up their technical for the CFE.

Course Price

$2,395

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