TRANSITIONING FROM THE CGA
PROGRAM TO THE CPA PROGRAM
Webinar Agenda
 Review three student transition groups
1. CGA students on track to complete CGA courses
2. CGA students transitioning into CPA Program
3. CGA students who will benefit from completing a degree
before transitioning to the CPA Program
 Review professional experience requirement for
CGA Program versus CPA Program
 New information for CGA transitioning students
 Overview of the CPA Program
 Question and answer period
Poll 1
Regarding transitioning from the CGA program
to the CPA program, do you believe you will be:
1. A CGA student on track to complete CGA courses
2. A CGA student who will be transitioning to the CPA
program
3. A CGA student who will be completing a degree
before transitioning
Please Answer Now
Webinar Agenda
 Review three student transition groups
1. CGA students on track to complete CGA courses
2. CGA students transitioning into CPA Program
3. CGA students who will benefit from completing a degree
before transitioning to the CPA Program
 Review professional experience requirement for
CGA Program versus CPA Program
 New information for CGA transitioning students
 Overview of the CPA Program
 Question and answer period
Three student transition groups
Students in the CGA program fall into three
groups for transition
1. Students on track to
complete the CGA
courses
2. Students that will
transition into the
CPA Program
3. Students who will benefit
from completing a degree
before transitioning into the
CPA Program
Webinar Agenda
 Review three student transition groups
1. CGA students on track to complete CGA courses
2. CGA students transitioning into CPA Program
3. CGA students who will benefit from completing a degree
before transitioning to the CPA Program
 Review professional experience requirement for
CGA Program versus CPA Program
 New information for CGA transitioning students
 Overview of the CPA Program
 Question and answer period
CGA students on track to complete
CGA students on track to complete
 Stay on track to complete the CGA courses

Enrol to take advantage of fall 2015 CGA Program electives

Deadline to complete degree requirement is June 1, 2020

Deadline to complete PERC is September 1, 2018 for students
who have made one submission in PERC before September 1,
2015
 In 2016, Annual Student Fee (ASF) replaces the
Basic Tuition Fee (BTF)

Each January you will be billed an ASF ($600)

Those not taking electives will no longer pay the Basic Tuition
Fee (BTF) in September ($755)

The ASF is required each January to maintain your student
status with CPA Ontario until your certification requirements
(academic, experience, degree) are complete
CGA students completing the
CPA Program
 Students with only two electives outstanding
 Register for one or two fall electives (FN2, AU2, TX2) before August
25, 2015
 You will pay a $250 BTF for the fall session of the CGA program
(September to December)
 You must take the entire course and exam
 Fall session exams cannot be deferred
 No challenge or supplemental exams from the CGA program will be
recognized
 No challenge or supplemental exams will be offered in the CPA PEP
should you be unsuccessful in fall session
 Dates fall exam results are released
 CGA summer exam results released on October 30, 2015
 CGA deferred, challenge and supplemental examinations will not be
offered in the final fall session
 Refer to the Student Handbook for important fall session dates
What if I do not complete my
CGA courses?
 If you do not complete all CGA courses, you will
transition into the CPA program
 If you do not pass at least one PA course you will enrol in Core 1
in CPA PEP
 If you pass one PA and two electives you will enrol in Capstone 1
 You must satisfy the degree requirement prior to enrolling in
Capstone 1
 What if I don’t pass the electives?
 Fall CGA Program elective exam results released on
February 2, 2016
 Transition into CPA PEP at the appropriate point
 Enrol in CPA PEP
 Modules, class start dates, pricing, enrolment open and close dates
What if I do not complete my CGA
courses and don’t have a degree?
 Important consideration: Complete your degree and
studies in the CPA program concurrently. Avoid
having an extended time gap between your CPA
studies and when you begin Capstone 1
 Enrol in Capstone 1, Capstone 2 and CFE, after
earning your degree
 Pay annual student fees each January to maintain
status as student in good standing with CPA Ontario
 This will ensure you have until September 1, 2018 to earn
your experience and June 1, 2020 to earn your degree.
Webinar Agenda
 Review three student transition groups
1. CGA students on track to complete CGA courses
2. CGA students transitioning into CPA Program
3. CGA students who will benefit from completing a degree
before transitioning to the CPA Program
 Review professional experience requirement for
CGA Program versus CPA Program
 New information for CGA transitioning students
 Overview of the CPA Program
 Question and answer period
CGA students transitioning into PEP
Transitioning into the CPA PEP
program after August 31, 2015
 CGA advanced level courses complete but will not
complete certification level courses, have a degree =
enrol in CPA PEP
 Enrol in the CPA program at the appropriate level according to
the pre-requisites you have earned as soon as possible
 Enrolment opens for the CPA PEP Winter 2016 offering on
October 19 and closes November 30, 2015
 Summer CGA Program exam results are released on October
30, 2015
 Visit gocpaontario.ca for a list of available CPA PEP modules,
class start dates, pricing, and enrolment open and close dates
Transitioning into the CPA PEP
program post August 31, 2015
without a degree
 If you do not have a degree, have finished the CGA
advanced courses but will not complete certification
level courses, enrol in CPA PEP
 Enrol for the appropriate module as soon as possible
 You must have a degree to enrol in Capstone 1
 Important consideration: Complete your degree and studies in
the CPA program concurrently. Avoid having an extended time
gap between your CPA studies and when you begin Capstone 1
 Important timing consideration: You must satisfy the degree
requirement by the June 1, 2020 deadline but you must also
complete PEP, the practical experience requirement, and a
degree within 7 years of entering the CPA PEP program.
CGA students transitioning into PREP
Students transitioning into the CPA
PREP program after August 31, 2015
 CGA foundation through advanced level students
with a degree will transition into PREP
 Enrolment opens for the CPA PREP Winter 2016 offering on
November 9, 2015
 Enrol in the CPA Program for the appropriate module according
to the pre-requisites you have earned based on to the CGA to
CPA transition map
 Summer CGA Program exam results will be released on October
30, 2015
 Visit gocpaontario.ca for a list of available CPA PREP modules,
class start dates, pricing, enrolment open and close dates
Webinar Agenda
 Review three student transition groups
1. CGA students on track to complete CGA courses
2. CGA students transitioning into CPA Program
3. CGA students who will benefit from completing a degree
before transitioning to the CPA Program
 Review professional experience requirement for
CGA Program versus CPA Program
 New information for CGA transitioning students
 Overview of the CPA Program
 Question and answer period
CGA foundation through advanced
level students with degree not yet
satisfied
 If you are a student in the CGA foundation through
advanced levels and have not satisfied the degree
requirement, you are advised to take degree credit CPA
pre-requisite courses at a recognized degree-granting
institution.
 In June 2015, CPA Ontario will send a CGA Program transcript to all
students whose records indicate that their degree requirement is not
yet satisfied
 This will allow you to enrol in a degree program and receive credit for
your CGA studies to date
 If you have satisfied the degree requirement and have not notified
CPA Ontario, please do so immediately
CGA foundation through advanced
level students with degree not yet
satisfied
 The CGA Program has partnerships with degree
granting institutions that will accept your credits
from the CGA program:
 Laurentian University
 Athabasca University
 Nipissing University
Webinar Agenda
 Review three student transition groups
1. CGA students on track to complete CGA courses
2. CGA students transitioning into CPA Program
3. CGA students who will benefit from completing a degree
before transitioning to the CPA Program
 Review options for professional experience
reporting
 New information for CGA transitioning students
 Overview of the CPA Program
 Question and answer period
Options for professional experience
reporting
Option 1: Complete using CGA PERC tool
 Continue using PERC, you must submit at least 1 employment file in PERC
before September 1, 2015
 All students reporting in PERC must meet the experience requirements by
September 1, 2018
 If you do not meet the experience requirement in PERC by September 1,
2018 you will be transitioned to the CPA PERT tool
Option 2: Complete using CPA PERT tool
 Students who have not submitted experience in PERC by September 1,
2015 will be subject to practical experience requirement of the CPA Program
and must report in CPA PERT
For guidance please email p7@cpaontario.ca
Webinar Agenda
 Review three student transition groups
1. CGA students on track to complete CGA courses
2. CGA students transitioning into CPA Program
3. CGA students who will benefit from completing a degree
before transitioning to the CPA Program
 Review options for professional experience
reporting
 New information for CGA transitioning students
 Overview of the CPA Program
 Question and answer period
New info for transitioning CGA students
 Students are required to pay a $600 Annual Student Fee
(ASF) in January.
 The ASF is invoiced by CPA Ontario in January of each
year.
 In the coming months you will receive a new CPA
Ontario ID number that you will use to enrol in the CPA
Program or other student matters not pertaining to the
CGA Program.
 You will continue to use your CGA student number for
all on-line services pertaining to the CGA program.
 You will continue to use the CGA online environment
for CGA courses.
Webinar Agenda
 Review three student transition groups
1. CGA students on track to complete CGA courses
2. CGA students transitioning into CPA Program
3. CGA students who will benefit from completing a degree
before transitioning to the CPA Program
 Review options for professional experience
reporting
 New information for CGA transitioning students
 Overview of the CPA Program
 Question and answer period
The CPA program
CPA Competency Map
Webinar Agenda
 Review three student transition groups
1. CGA students on track to complete CGA courses
2. CGA students transitioning into CPA Program
3. CGA students who are best suited to complete a degree
before transitioning
 Review options for professional experience
reporting
 New information for CGA transitioning students
 Overview of the CPA Program
 Question and answer period
QUESTIONS?
Poll 2
Regarding transitioning from the CGA program to the
CPA program, having taken part in this webinar, do
you feel that the information provided to this point
has left you:
Very informed
Somewhat informed
Neutral/don’t know
Not very informed
Uninformed
Please Answer Now
Copyright © 2014 Chartered Professional Accountants of Ontario
CPA Ontario Inquiries
Customer_service@cpaontario.ca
416 969.4178 or 1 800 387.0735 Ext. 178
For more information, visit:
PEP Study Guide:
www.gocpaontario.ca/programinfo/cpa-pep
PREP:
www.gocpaontario.ca/programinfo/cpaprep/cpa-prep