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:
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 30-June 1, 2023
Live Online
First Class: April 19, 2023 Last Class: May 11, 2023
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 2022 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 30-June 1, 2023
Live Online
First Class: January 16, 2023 Last Class: May 3, 2023
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 - 2023.
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)
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.
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.
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.
We train accounting students to pass the PEP Module Exams and CFE in order to obtain their CPA designation. We have had over 25 years of experience, delivering courses to thousands of students in small and mid-sized firms as well as in-house programs at all of the large 4 accounting firms. Our personalized approach along with our case writing techniques and extensive technical notes, combine into the right formula for students to pass the CPA exams.
You guys always took that extra time and put in that extra effort to make sure that the students are prepared to the best of their extent, whether it was making small confidence boosting comments or putting things into perspective by teaching only what was absolutely relevant.