Part 4 - Financial Instruments Subsequent Measurement of Financial Instruments and Recognition of Losses under ASPE
Part 5 - Financial Instruments Derecognition of a Financial Liability and Reclassification
Part 6 - Impairment
Session 9
Assurance Technical
Intro to Technical Sessions
Audit Strategy and Planning - Lecture - Video 1
Audit Strategy and Planning - Lecture - Video 2
Audit Strategy and Planning - Lecture - Video 3
Audit Strategy and Planning - MC Questions - Part 1
Audit Strategy and Planning - MC Questions - Part 2
Session 10
Assurance Technical
Other Specialized Sections - Lecture
Other Specialized Sections - MC Questions
Reporting - Lecture - Video 1
Reporting - Lecture - Video 2
Reporting - Lecture - Video 3
Reporting - MC Questions
Professional Ethics and Legal Liability - Lecture
Professional Ethics and Legal liability - MC Questions
Session 11
Finance
Finance CFE Introduction
Finance - Introduction
Capital Budgeting Lecture
Take-up of MC Questions on Capital Budgeting
Financial Leverage and Risk and Capital Structure Decisions
Lecture on CAPM
Asset Valuation Lecture
Financing Options Lecture
Cash flows lecture
Take-up of MC Questions on Various topics
Session 12
Finance
Business Valuation Lecture
Multiple Choice Questions
Session 13
Taxation
Part 1 - CPA Tax Competencies,@Core, Tips on Writing Cases, Checklist #1 on Compliance, Definitions and Stakeholder Relationships
Part 2 - Tech Notes Ch. 1 Structure of Act, Integration, maximizing , Ch. 2 Income from Property and Doc. 3, Checklist 2 Computation of Taxable Income
Part 3 - Tech Notes Ch. 3 CCA and Ch. 4 Capital Gains and Losses
Part 4 - Tech Notes Ch. 5 Taxation of Individuals and Doc. 3, Checklist 3 Taxable Benefits for Employees
Part 5 - Tech Notes Ch. 6 Corporations, Ch.7, Acquisition of Control
Part 6 - Tech Notes Ch. 8 Partnerships, Ch. 9-11 Overview of Residency, Income Tax Compliance, GST
Part 1 - Session Materials (Doc 3) - Table of Contents, Course Design & CPA Tax Competencies at Core - Watch First
Part 2 - Problem Material (Doc 4) - Review of Past CFEs - Day 2 and 3
Part 3 - Session Material (Doc 3) Case Writing Tips; Tech Notes (Doc 1)–4.5 Cap Gains vs. Bus Inc & 5.2 Employed vs. Self Employed; Problem Material (Doc 4), Pr.#7, Employee vs. Independent Contractor
Part 4. Session Materials (Doc. 3) - Checklist 1: Compliance, Good Governance & Internal Controls
Part 5 - Session Materials (Doc 3) - Checklist 10; Tech Notes (Doc1) - PUC -,Assets Versus Shares, Sale of A/R and Acquisition of Control
Part 6 - Technical Notes (Doc. 1) - Appendices 1 and 2; 4.13 Non-Arm’s Length Transactions, Related/Affiliated Persons, Stop Loss Rules & 6.6 Associated CCPCs
Part 7 - Technical Notes (Doc 1) - Update for 2024 CFE and Table of Contents
Part 8 - Technical Notes (Doc 1) Heading 1.1 - Structure of the Income Tax Act/Sources of Income
Part 12 - Technical Notes (Doc 1) - Heading 1.3 - Maximizing After Tax Cash Flows and Problem Material, Problems 1 and 2
Part 13 - Session Materials (Doc 3) - Checklist 2 - Computation of Taxable Income
Part 14 - Technical Notes (Doc 1) - Ch. 2, 2.1 - Income from Business or Prop - Problem Material (Doc 4), Prob. 10 on Lease Inducements
Part 15 - Technical Notes (Doc 1) - Ch. 2.2 Property Income
Part 16 - Session Materials (Doc 3) - Checklist 6 Rental Income + Problems 8&9 on Rental Income
Part 17 - Session materials (Doc 3) - Checklist 4 - Shareholder Loans and Benefits, Problem 3
Part 18 - Technical Notes (Doc 1) - Ch. 2.3 To Capitalize or Deduct?
Part 19 - Technical Notes (Doc 1) - Ch. 3 - CCA
Part 20 - Session Materials (Doc 3) - Checklist 5 - Dispositions and After-Tax Cash Flows
Part 21 - Technical Notes (Doc 1) Ch. 4 - Capital Gains and Losses - Part 1
Part 22 - Technical Notes (Doc 1) - Ch. 4 - Capital Gains and Losses - Part 2
Part 23 - Technical Notes (Doc 1) - Ch. 5 - Taxation of Individuals -5.1 Core Knowledge & 5.2 Employed vs. Self Employed; Session Materials (Doc 3) - Checklist 8 Employment vs. Business Income
Part 24 - Technical Notes (Doc 1) - Ch. 5 - Taxation of Individuals- 5.3-5.7 Salary and Employee Benefits & 5.8 Non-Taxable Receipts; Session Mat (Doc 3) - Checklist 3 Taxable Benefits for Employees
Part 25 - Technical Notes (Doc 1) - Ch. 5 - Taxation of Individuals - 5.9 Allowances & 5.10 Deductions from Employment Income;
Part 26 - Technical Notes (Doc 1) - Ch. 5 - Taxation of Individuals - 5.11 Tax Deferred Registered Plans & 5.12 Other income and other Deductions
Part 27 - Technical Notes (Doc 1) - Ch. 5 - Taxation of Individuals - 5.13 taxable Income and Tax for Individuals, 5.14 Graduated Rates, 5.15 Credits & 5.16 Income Splitting
Part 28 - Session Materials (Doc 3) - Checklist 11 Personal Financial Planning items A, B, C; Problem Material (Doc 4),- Problem 4 on Personal Tax Planning
Part 29 - Technical Notes (Doc 1) - Headings 5.17 to end: Death, Divorce; Session Mat (Doc 3) - Checklist 11 D, E,F, G; & Checklist 14 Death of Taxpayer; Problem Mat (Doc 4) - Problem 6 on Death
Part 31 - Tech Notes (Doc 1) - Ch. 7– 7.1 - Acquisition of Control; Session Mat (Doc 3) - Checklist 12 -Fin. Troubled Bus. ;Problem Materia (Doc 4) - Pr. 5 on Purchase of a Corporation with Loss CFWD
Part 32 - Tech Notes (Doc 1) - Ch. 7 - 7.2 Ceasing to be a CCPC and Ch. 8 Partnerships
Part 33 - Tech Notes (Doc 1) - Ch. 9 Residency and Session Materials (Doc 3) - Checklist 13. Residency and Departure from Canada
Part 34- Technical Notes (Doc 1) - Ch. 10 GST
Part 35- Technical Notes (Doc 1) - Ch. 11 Compliance
Part 4 - Financial Instruments Subsequent Measurement of Financial Instruments and Recognition of Losses under ASPE
Part 5 - Financial Instruments Derecognition of a Financial Liability and Reclassification
Part 6 - Impairment
Session 9
Assurance Technical
Intro to Technical Sessions
Audit Strategy and Planning - Lecture - Video 1
Audit Strategy and Planning - Lecture - Video 2
Audit Strategy and Planning - Lecture - Video 3
Audit Strategy and Planning - MC Questions - Part 1
Audit Strategy and Planning - MC Questions - Part 2
Session 10
Assurance Technical
Other Specialized Sections - Lecture
Other Specialized Sections - MC Questions
Reporting - Lecture - Video 1
Reporting - Lecture - Video 2
Reporting - Lecture - Video 3
Reporting - MC Questions
Professional Ethics and Legal Liability - Lecture
Professional Ethics and Legal liability - MC Questions
Session 11
Finance
Finance CFE Introduction
Finance - Introduction
Capital Budgeting Lecture
Take-up of MC Questions on Capital Budgeting
Financial Leverage and Risk and Capital Structure Decisions
Lecture on CAPM
Asset Valuation Lecture
Financing Options Lecture
Cash flows lecture
Take-up of MC Questions on Various topics
Session 12
Finance
Business Valuation Lecture
Multiple Choice Questions
Session 13
Introduction to Taxation - PEP Students
Taxation: Introduction - Watch before other taxation videos
Session 14
Taxation
Part 1 - Session Materials (Doc 3) - Table of Contents, Course Design & CPA Tax Competencies at Core - Watch First
Part 2 - Problem Material (Doc 4) - Review of Past CFEs - Day 2 and 3
Part 3 - Session Material (Doc 3) Case Writing Tips; Tech Notes (Doc 1)–4.5 Cap Gains vs. Bus Inc & 5.2 Employed vs. Self Employed; Problem Material (Doc 4), Pr.#7, Employee vs. Independent Contractor
Part 4. Session Materials (Doc. 3) - Checklist 1: Compliance, Good Governance & Internal Controls
Part 5 - Session Materials (Doc 3) - Checklist 10; Tech Notes (Doc1) - PUC -,Assets Versus Shares, Sale of A/R and Acquisition of Control
Part 6 - Technical Notes (Doc. 1) - Appendices 1 and 2; 4.13 Non-Arm’s Length Transactions, Related/Affiliated Persons, Stop Loss Rules & 6.6 Associated CCPCs
Part 7 - Technical Notes (Doc 1) - Update for 2024 CFE and Table of Contents
Part 8 - Technical Notes (Doc 1) Heading 1.1 - Structure of the Income Tax Act/Sources of Income
Part 12 - Technical Notes (Doc 1) - Heading 1.3 - Maximizing After Tax Cash Flows and Problem Material, Problems 1 and 2
Part 13 - Session Materials (Doc 3) - Checklist 2 - Computation of Taxable Income
Part 14 - Technical Notes (Doc 1) - Ch. 2, 2.1 - Income from Business or Prop - Problem Material (Doc 4), Prob. 10 on Lease Inducements
Part 15 - Technical Notes (Doc 1) - Ch. 2.2 Property Income
Part 16 - Session Materials (Doc 3) - Checklist 6 Rental Income + Problems 8&9 on Rental Income
Part 17 - Session materials (Doc 3) - Checklist 4 - Shareholder Loans and Benefits, Problem 3
Part 18 - Technical Notes (Doc 1) - Ch. 2.3 To Capitalize or Deduct?
Part 19 - Technical Notes (Doc 1) - Ch. 3 - CCA
Part 20 - Session Materials (Doc 3) - Checklist 5 - Dispositions and After-Tax Cash Flows
Part 21 - Technical Notes (Doc 1) Ch. 4 - Capital Gains and Losses - Part 1
Part 22 - Technical Notes (Doc 1) - Ch. 4 - Capital Gains and Losses - Part 2
Part 23 - Technical Notes (Doc 1) - Ch. 5 - Taxation of Individuals -5.1 Core Knowledge & 5.2 Employed vs. Self Employed; Session Materials (Doc 3) - Checklist 8 Employment vs. Business Income
Part 24 - Technical Notes (Doc 1) - Ch. 5 - Taxation of Individuals- 5.3-5.7 Salary and Employee Benefits & 5.8 Non-Taxable Receipts; Session Mat (Doc 3) - Checklist 3 Taxable Benefits for Employees
Part 25 - Technical Notes (Doc 1) - Ch. 5 - Taxation of Individuals - 5.9 Allowances & 5.10 Deductions from Employment Income;
Part 26 - Technical Notes (Doc 1) - Ch. 5 - Taxation of Individuals - 5.11 Tax Deferred Registered Plans & 5.12 Other income and other Deductions
Part 27 - Technical Notes (Doc 1) - Ch. 5 - Taxation of Individuals - 5.13 taxable Income and Tax for Individuals, 5.14 Graduated Rates, 5.15 Credits & 5.16 Income Splitting
Part 28 - Session Materials (Doc 3) - Checklist 11 Personal Financial Planning items A, B, C; Problem Material (Doc 4),- Problem 4 on Personal Tax Planning
Part 29 - Technical Notes (Doc 1) - Headings 5.17 to end: Death, Divorce; Session Mat (Doc 3) - Checklist 11 D, E,F, G; & Checklist 14 Death of Taxpayer; Problem Mat (Doc 4) - Problem 6 on Death
Part 31 - Tech Notes (Doc 1) - Ch. 7– 7.1 - Acquisition of Control; Session Mat (Doc 3) - Checklist 12 -Fin. Troubled Bus. ;Problem Materia (Doc 4) - Pr. 5 on Purchase of a Corporation with Loss CFWD
Part 32 - Tech Notes (Doc 1) - Ch. 7 - 7.2 Ceasing to be a CCPC and Ch. 8 Partnerships
Part 33 - Tech Notes (Doc 1) - Ch. 9 Residency and Session Materials (Doc 3) - Checklist 13. Residency and Departure from Canada
Part 34- Technical Notes (Doc 1) - Ch. 10 GST
Part 35- Technical Notes (Doc 1) - Ch. 11 Compliance
Part 4 - Financial Instruments Subsequent Measurement of Financial Instruments and Recognition of Losses under ASPE
Part 5 - Financial Instruments Derecognition of a Financial Liability and Reclassification
Part 6 - Impairment
Session 9
Assurance Technical
Intro to Technical Sessions
Audit Strategy and Planning - Lecture - Video 1
Audit Strategy and Planning - Lecture - Video 2
Audit Strategy and Planning - Lecture - Video 3
Audit Strategy and Planning - MC Questions - Part 1
Audit Strategy and Planning - MC Questions - Part 2
Session 10
Assurance Technical
Other Specialized Sections - Lecture
Other Specialized Sections - MC Questions
Reporting - Lecture - Video 1
Reporting - Lecture - Video 2
Reporting - Lecture - Video 3
Reporting - MC Questions
Professional Ethics and Legal Liability - Lecture
Professional Ethics and Legal liability - MC Questions
Session 11
Finance
Finance CFE Introduction
Finance - Introduction
Capital Budgeting Lecture
Take-up of MC Questions on Capital Budgeting
Financial Leverage and Risk and Capital Structure Decisions
Lecture on CAPM
Asset Valuation Lecture
Financing Options Lecture
Cash flows lecture
Take-up of MC Questions on Various topics
Session 12
Finance
Business Valuation Lecture
Multiple Choice Questions
Session 13
Introduction to Taxation - PEP Students
Taxation: Introduction - Watch before other taxation videos
Session 14
Taxation
Part 1 - Session Materials (Doc 3) - Table of Contents, Course Design & CPA Tax Competencies at Core - Watch First
Part 2 - Problem Material (Doc 4) - Review of Past CFEs - Day 2 and 3
Part 3 - Session Material (Doc 3) Case Writing Tips; Tech Notes (Doc 1)–4.5 Cap Gains vs. Bus Inc & 5.2 Employed vs. Self Employed; Problem Material (Doc 4), Pr.#7, Employee vs. Independent Contractor
Part 4. Session Materials (Doc. 3) - Checklist 1: Compliance, Good Governance & Internal Controls
Part 5 - Session Materials (Doc 3) - Checklist 10; Tech Notes (Doc1) - PUC -,Assets Versus Shares, Sale of A/R and Acquisition of Control
Part 6 - Technical Notes (Doc. 1) - Appendices 1 and 2; 4.13 Non-Arm’s Length Transactions, Related/Affiliated Persons, Stop Loss Rules & 6.6 Associated CCPCs
Part 7 - Technical Notes (Doc 1) - Update for 2024 CFE and Table of Contents
Part 8 - Technical Notes (Doc 1) Heading 1.1 - Structure of the Income Tax Act/Sources of Income
Part 12 - Technical Notes (Doc 1) - Heading 1.3 - Maximizing After Tax Cash Flows and Problem Material, Problems 1 and 2
Part 13 - Session Materials (Doc 3) - Checklist 2 - Computation of Taxable Income
Part 14 - Technical Notes (Doc 1) - Ch. 2, 2.1 - Income from Business or Prop - Problem Material (Doc 4), Prob. 10 on Lease Inducements
Part 15 - Technical Notes (Doc 1) - Ch. 2.2 Property Income
Part 16 - Session Materials (Doc 3) - Checklist 6 Rental Income + Problems 8&9 on Rental Income
Part 17 - Session materials (Doc 3) - Checklist 4 - Shareholder Loans and Benefits, Problem 3
Part 18 - Technical Notes (Doc 1) - Ch. 2.3 To Capitalize or Deduct?
Part 19 - Technical Notes (Doc 1) - Ch. 3 - CCA
Part 20 - Session Materials (Doc 3) - Checklist 5 - Dispositions and After-Tax Cash Flows
Part 21 - Technical Notes (Doc 1) Ch. 4 - Capital Gains and Losses - Part 1
Part 22 - Technical Notes (Doc 1) - Ch. 4 - Capital Gains and Losses - Part 2
Part 23 - Technical Notes (Doc 1) - Ch. 5 - Taxation of Individuals -5.1 Core Knowledge & 5.2 Employed vs. Self Employed; Session Materials (Doc 3) - Checklist 8 Employment vs. Business Income
Part 24 - Technical Notes (Doc 1) - Ch. 5 - Taxation of Individuals- 5.3-5.7 Salary and Employee Benefits & 5.8 Non-Taxable Receipts; Session Mat (Doc 3) - Checklist 3 Taxable Benefits for Employees
Part 25 - Technical Notes (Doc 1) - Ch. 5 - Taxation of Individuals - 5.9 Allowances & 5.10 Deductions from Employment Income;
Part 26 - Technical Notes (Doc 1) - Ch. 5 - Taxation of Individuals - 5.11 Tax Deferred Registered Plans & 5.12 Other income and other Deductions
Part 27 - Technical Notes (Doc 1) - Ch. 5 - Taxation of Individuals - 5.13 taxable Income and Tax for Individuals, 5.14 Graduated Rates, 5.15 Credits & 5.16 Income Splitting
Part 28 - Session Materials (Doc 3) - Checklist 11 Personal Financial Planning items A, B, C; Problem Material (Doc 4),- Problem 4 on Personal Tax Planning
Part 29 - Technical Notes (Doc 1) - Headings 5.17 to end: Death, Divorce; Session Mat (Doc 3) - Checklist 11 D, E,F, G; & Checklist 14 Death of Taxpayer; Problem Mat (Doc 4) - Problem 6 on Death
Part 31 - Tech Notes (Doc 1) - Ch. 7– 7.1 - Acquisition of Control; Session Mat (Doc 3) - Checklist 12 -Fin. Troubled Bus. ;Problem Materia (Doc 4) - Pr. 5 on Purchase of a Corporation with Loss CFWD
Part 32 - Tech Notes (Doc 1) - Ch. 7 - 7.2 Ceasing to be a CCPC and Ch. 8 Partnerships
Part 33 - Tech Notes (Doc 1) - Ch. 9 Residency and Session Materials (Doc 3) - Checklist 13. Residency and Departure from Canada
Part 34- Technical Notes (Doc 1) - Ch. 10 GST
Part 35- Technical Notes (Doc 1) - Ch. 11 Compliance
Part 4 - Financial Instruments Subsequent Measurement of Financial Instruments and Recognition of Losses under ASPE
Part 5 - Financial Instruments Derecognition of a Financial Liability and Reclassification
Part 6 - Impairment
Session 9
Assurance Technical
Intro to Technical Sessions
Audit Strategy and Planning - Lecture - Video 1
Audit Strategy and Planning - Lecture - Video 2
Audit Strategy and Planning - Lecture - Video 3
Audit Strategy and Planning - MC Questions - Part 1
Audit Strategy and Planning - MC Questions - Part 2
Session 10
Assurance Technical
Other Specialized Sections - Lecture
Other Specialized Sections - MC Questions
Reporting - Lecture - Video 1
Reporting - Lecture - Video 2
Reporting - Lecture - Video 3
Reporting - MC Questions
Professional Ethics and Legal Liability - Lecture
Professional Ethics and Legal liability - MC Questions
Session 11
Finance
Finance CFE Introduction
Finance - Introduction
Capital Budgeting Lecture
Take-up of MC Questions on Capital Budgeting
Financial Leverage and Risk and Capital Structure Decisions
Lecture on CAPM
Asset Valuation Lecture
Financing Options Lecture
Cash flows lecture
Take-up of MC Questions on Various topics
Session 12
Finance
Business Valuation Lecture
Multiple Choice Questions
Session 13
Introduction to Taxation - PEP Students
Taxation: Introduction - Watch before other taxation videos
Session 14
Taxation
Part 1 - Session Materials (Doc 3) - Table of Contents, Course Design & CPA Tax Competencies at Core - Watch First
Part 2 - Problem Material (Doc 4) - Review of Past CFEs - Day 2 and 3
Part 3 - Session Material (Doc 3) Case Writing Tips; Tech Notes (Doc 1)–4.5 Cap Gains vs. Bus Inc & 5.2 Employed vs. Self Employed; Problem Material (Doc 4), Pr.#7, Employee vs. Independent Contractor
Part 4. Session Materials (Doc. 3) - Checklist 1: Compliance, Good Governance & Internal Controls
Part 5 - Session Materials (Doc 3) - Checklist 10; Tech Notes (Doc1) - PUC -,Assets Versus Shares, Sale of A/R and Acquisition of Control
Part 6 - Technical Notes (Doc. 1) - Appendices 1 and 2; 4.13 Non-Arm’s Length Transactions, Related/Affiliated Persons, Stop Loss Rules & 6.6 Associated CCPCs
Part 7 - Technical Notes (Doc 1) - Update for 2024 CFE and Table of Contents
Part 8 - Technical Notes (Doc 1) Heading 1.1 - Structure of the Income Tax Act/Sources of Income
Part 12 - Technical Notes (Doc 1) - Heading 1.3 - Maximizing After Tax Cash Flows and Problem Material, Problems 1 and 2
Part 13 - Session Materials (Doc 3) - Checklist 2 - Computation of Taxable Income
Part 14 - Technical Notes (Doc 1) - Ch. 2, 2.1 - Income from Business or Prop - Problem Material (Doc 4), Prob. 10 on Lease Inducements
Part 15 - Technical Notes (Doc 1) - Ch. 2.2 Property Income
Part 16 - Session Materials (Doc 3) - Checklist 6 Rental Income + Problems 8&9 on Rental Income
Part 17 - Session materials (Doc 3) - Checklist 4 - Shareholder Loans and Benefits, Problem 3
Part 18 - Technical Notes (Doc 1) - Ch. 2.3 To Capitalize or Deduct?
Part 19 - Technical Notes (Doc 1) - Ch. 3 - CCA
Part 20 - Session Materials (Doc 3) - Checklist 5 - Dispositions and After-Tax Cash Flows
Part 21 - Technical Notes (Doc 1) Ch. 4 - Capital Gains and Losses - Part 1
Part 22 - Technical Notes (Doc 1) - Ch. 4 - Capital Gains and Losses - Part 2
Part 23 - Technical Notes (Doc 1) - Ch. 5 - Taxation of Individuals -5.1 Core Knowledge & 5.2 Employed vs. Self Employed; Session Materials (Doc 3) - Checklist 8 Employment vs. Business Income
Part 24 - Technical Notes (Doc 1) - Ch. 5 - Taxation of Individuals- 5.3-5.7 Salary and Employee Benefits & 5.8 Non-Taxable Receipts; Session Mat (Doc 3) - Checklist 3 Taxable Benefits for Employees
Part 25 - Technical Notes (Doc 1) - Ch. 5 - Taxation of Individuals - 5.9 Allowances & 5.10 Deductions from Employment Income;
Part 26 - Technical Notes (Doc 1) - Ch. 5 - Taxation of Individuals - 5.11 Tax Deferred Registered Plans & 5.12 Other income and other Deductions
Part 27 - Technical Notes (Doc 1) - Ch. 5 - Taxation of Individuals - 5.13 taxable Income and Tax for Individuals, 5.14 Graduated Rates, 5.15 Credits & 5.16 Income Splitting
Part 28 - Session Materials (Doc 3) - Checklist 11 Personal Financial Planning items A, B, C; Problem Material (Doc 4),- Problem 4 on Personal Tax Planning
Part 29 - Technical Notes (Doc 1) - Headings 5.17 to end: Death, Divorce; Session Mat (Doc 3) - Checklist 11 D, E,F, G; & Checklist 14 Death of Taxpayer; Problem Mat (Doc 4) - Problem 6 on Death
Part 31 - Tech Notes (Doc 1) - Ch. 7– 7.1 - Acquisition of Control; Session Mat (Doc 3) - Checklist 12 -Fin. Troubled Bus. ;Problem Materia (Doc 4) - Pr. 5 on Purchase of a Corporation with Loss CFWD
Part 32 - Tech Notes (Doc 1) - Ch. 7 - 7.2 Ceasing to be a CCPC and Ch. 8 Partnerships
Part 33 - Tech Notes (Doc 1) - Ch. 9 Residency and Session Materials (Doc 3) - Checklist 13. Residency and Departure from Canada
Part 34- Technical Notes (Doc 1) - Ch. 10 GST
Part 35- Technical Notes (Doc 1) - Ch. 11 Compliance
Part 4 - Financial Instruments Subsequent Measurement of Financial Instruments and Recognition of Losses under ASPE
Part 5 - Financial Instruments Derecognition of a Financial Liability and Reclassification
Part 6 - Impairment
Session 9
Assurance Technical
Intro to Technical Sessions
Audit Strategy and Planning - Lecture - Video 1
Audit Strategy and Planning - Lecture - Video 2
Audit Strategy and Planning - Lecture - Video 3
Audit Strategy and Planning - MC Questions - Part 1
Audit Strategy and Planning - MC Questions - Part 2
Session 10
Assurance Technical
Other Specialized Sections - Lecture
Other Specialized Sections - MC Questions
Reporting - Lecture - Video 1
Reporting - Lecture - Video 2
Reporting - Lecture - Video 3
Reporting - MC Questions
Professional Ethics and Legal Liability - Lecture
Professional Ethics and Legal liability - MC Questions
Session 11
Finance
Finance CFE Introduction
Finance - Introduction
Capital Budgeting Lecture
Take-up of MC Questions on Capital Budgeting
Financial Leverage and Risk and Capital Structure Decisions
Lecture on CAPM
Asset Valuation Lecture
Financing Options Lecture
Cash flows lecture
Take-up of MC Questions on Various topics
Session 12
Finance
Business Valuation Lecture
Multiple Choice Questions
Session 13
Introduction to Taxation - PEP Students
Taxation: Introduction - Watch before other taxation videos
Session 14
Taxation
Part 1 - Session Materials (Doc 3) - Table of Contents, Course Design & CPA Tax Competencies at Core - Watch First
Part 2 - Problem Material (Doc 4) - Review of Past CFEs - Day 2 and 3
Part 3 - Session Material (Doc 3) Case Writing Tips; Tech Notes (Doc 1)–4.5 Cap Gains vs. Bus Inc & 5.2 Employed vs. Self Employed; Problem Material (Doc 4), Pr.#7, Employee vs. Independent Contractor
Part 4. Session Materials (Doc. 3) - Checklist 1: Compliance, Good Governance & Internal Controls
Part 5 - Session Materials (Doc 3) - Checklist 10; Tech Notes (Doc1) - PUC -,Assets Versus Shares, Sale of A/R and Acquisition of Control
Part 6 - Technical Notes (Doc. 1) - Appendices 1 and 2; 4.13 Non-Arm’s Length Transactions, Related/Affiliated Persons, Stop Loss Rules & 6.6 Associated CCPCs
Part 7 - Technical Notes (Doc 1) - Update for 2024 CFE and Table of Contents
Part 8 - Technical Notes (Doc 1) Heading 1.1 - Structure of the Income Tax Act/Sources of Income
Part 12 - Technical Notes (Doc 1) - Heading 1.3 - Maximizing After Tax Cash Flows and Problem Material, Problems 1 and 2
Part 13 - Session Materials (Doc 3) - Checklist 2 - Computation of Taxable Income
Part 14 - Technical Notes (Doc 1) - Ch. 2, 2.1 - Income from Business or Prop - Problem Material (Doc 4), Prob. 10 on Lease Inducements
Part 15 - Technical Notes (Doc 1) - Ch. 2.2 Property Income
Part 16 - Session Materials (Doc 3) - Checklist 6 Rental Income + Problems 8&9 on Rental Income
Part 17 - Session materials (Doc 3) - Checklist 4 - Shareholder Loans and Benefits, Problem 3
Part 18 - Technical Notes (Doc 1) - Ch. 2.3 To Capitalize or Deduct?
Part 19 - Technical Notes (Doc 1) - Ch. 3 - CCA
Part 20 - Session Materials (Doc 3) - Checklist 5 - Dispositions and After-Tax Cash Flows
Part 21 - Technical Notes (Doc 1) Ch. 4 - Capital Gains and Losses - Part 1
Part 22 - Technical Notes (Doc 1) - Ch. 4 - Capital Gains and Losses - Part 2
Part 23 - Technical Notes (Doc 1) - Ch. 5 - Taxation of Individuals -5.1 Core Knowledge & 5.2 Employed vs. Self Employed; Session Materials (Doc 3) - Checklist 8 Employment vs. Business Income
Part 24 - Technical Notes (Doc 1) - Ch. 5 - Taxation of Individuals- 5.3-5.7 Salary and Employee Benefits & 5.8 Non-Taxable Receipts; Session Mat (Doc 3) - Checklist 3 Taxable Benefits for Employees
Part 25 - Technical Notes (Doc 1) - Ch. 5 - Taxation of Individuals - 5.9 Allowances & 5.10 Deductions from Employment Income;
Part 26 - Technical Notes (Doc 1) - Ch. 5 - Taxation of Individuals - 5.11 Tax Deferred Registered Plans & 5.12 Other income and other Deductions
Part 27 - Technical Notes (Doc 1) - Ch. 5 - Taxation of Individuals - 5.13 taxable Income and Tax for Individuals, 5.14 Graduated Rates, 5.15 Credits & 5.16 Income Splitting
Part 28 - Session Materials (Doc 3) - Checklist 11 Personal Financial Planning items A, B, C; Problem Material (Doc 4),- Problem 4 on Personal Tax Planning
Part 29 - Technical Notes (Doc 1) - Headings 5.17 to end: Death, Divorce; Session Mat (Doc 3) - Checklist 11 D, E,F, G; & Checklist 14 Death of Taxpayer; Problem Mat (Doc 4) - Problem 6 on Death
Part 31 - Tech Notes (Doc 1) - Ch. 7– 7.1 - Acquisition of Control; Session Mat (Doc 3) - Checklist 12 -Fin. Troubled Bus. ;Problem Materia (Doc 4) - Pr. 5 on Purchase of a Corporation with Loss CFWD
Part 32 - Tech Notes (Doc 1) - Ch. 7 - 7.2 Ceasing to be a CCPC and Ch. 8 Partnerships
Part 33 - Tech Notes (Doc 1) - Ch. 9 Residency and Session Materials (Doc 3) - Checklist 13. Residency and Departure from Canada
Part 34- Technical Notes (Doc 1) - Ch. 10 GST
Part 35- Technical Notes (Doc 1) - Ch. 11 Compliance
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.