Program Enrollment Guide - CPAWSB
Program Enrollment GuideUpdated: November 20, 2019ENROLLMENT GUIDE
CPAWSB Program Enrollment Guide 1This guide outlines the steps from creating a My CPA Profile with the CPA Western School of Business(CPAWSB) including enrolling in the CPA Professional Education Program (CPA PEP) or CPA preparatorycourses, and registering for your first courses or modulesTable of ContentsSTEP 1: Create your profile on My CPA Portal at my.cpawsb.ca . 2STEP 2: Request and pay for a transcript assessment . 6STEP 3: Arrange to have documents submitted . 11STEP 4: Apply to enter CPA PEP or CPA preparatory courses by submitting a program admissionapplication . 16If you are applying to CPA PEP: . 16If you have outstanding prerequisite courses to complete before entering CPA PEP: . 16Submitting an Admission Application in My CPA Portal . 16STEP 5: Register for a module or course . 21Resources and Additional Information . 24Schedules for CPA PEP and CPA preparatory courses . 24CPA Practical Experience Requirements (CPA PER) . 24Important Technical Requirements . 24Questions? Who to Contact . 25Provincial CPA Organizations . 25CPA Western School of Business (CPAWSB) . 26
2 CPAWSB Program Enrollment GuideSTEP 1: Create your profile on My CPA Portal at my.cpawsb.caAfter the login screen at my.cpawsb.ca loads, click on “Create a My CPA Profile” to load the registrationpage.Call toll-free: 1-855-306-9390 or email us at admissionadvising@cpawsb.caOnce the profile registration page opens, start by completing the personal and employment informationsections.Legal Name Usage: When providing your first, middle, and last names in the Personal Informationsection, use your legal name. It is important that your documents and the name on your profilematch. If your legal name has changed and differs from documents you submit, you will need tosubmit a legal name change document as outlined in Step 3 of this section. If you have apreferred name that you like to use for correspondence, you will have the opportunity to enterthat name in the “Preferred Name” field which you will be shown during the process of creatingyour My CPA profile.We primarily use email when we need to contact you about your transcript assessment, admissionapplication, or your CPA studies. We will use the email address that you provide in your My CPA profile.You can provide a personal and a business email address in your profile and specify which one youprefer CPAWSB staff use to communicate with you. If you select the business email address, you willneed to update it if you change employers.
CPAWSB Program Enrollment Guide 3Next, select your Residency Status and answer any related questions that come up.TEMPORARY RESIDENTS: If you are a temporary resident and do not have Canadian citizenship orpermanent resident status and currently live in Western Canada (British Columbia, Alberta,Saskatchewan, Manitoba, Yukon, Northwest Territories, or Nunavut), you will require Canadianstudy permits while enrolled in CPA preparatory courses and appropriate study and/or workpermits while enrolled in CPA PEP. Please contact an Immigration, Refugees and CitizenshipCanada (IRCC) officer directly, as they are authorized to advise on required Canadian study andwork permits.If required, CPAWSB can provide you with an “Appendix to the study permit” or status letter insupport of your study permit application for immigration purposes. The timing of when and howyou should make your request is dependent upon whether you will be enrolling directly into CPAPEP or CPA preparatory courses as outlined below.Enrolling in CPA preparatory courses:Request the “Appendix to the study permit” by emailing your request to prepadvising@cpawsb.ca,after your transcript assessment is completed indicating you are eligible to start in CPApreparatory courses, but before completing an admission application.Important: You will need to email a copy of your study permit to prepadvising@cpawsb.ca beforesubmitting an admission application for CPA preparatory courses. Admission applications will notbe approved unless there is a copy of your study permit on file.If you are taking prerequisite courses through a post-secondary institution, you need to requestthe information you require directly from the post-secondary institution.Enrolling directly into CPA PEP:You will only be able to request a status letter after your admission application for CPA PEP hasbeen approved. Once your CPA PEP admission application is approved, you can request the StatusLetter from your student portal:Indicate that it is for a study permit form, complete the online form, and submit your request.
4 CPAWSB Program Enrollment GuideOnce you have entered the residency information on this page, select the provincial body you intend toapply for program admission to.REGIONS SERVICED BY CPAWSB: CPAWSB only accepts applications from people who will begoverned by CPA bodies in Western Canada (BC, AB, SK, MB, Yukon, Northwest Territories, andNunavut). Please contact (CPA Ontario/Atlantic/Quebec) directly if you wish to register for CPAPEP or CPA preparatory courses outside the western region of Canada.Once you have completed entering all relevant information on this page, click on theat the bottom of the page to get to the education history page.buttonAnswer the questions about your post-secondary education. It is important that you enter all yourpost-secondary education and designation information. When you request a transcript assessment (ifone is required), you will be provided with the opportunity to select the documents you think you needto submit for the assessment.ORIGINAL TRANSCRIPTS REQUIRED: If you received credit from one post-secondary institution forcourses from another post-secondary institution, submit the official transcripts from the postsecondary institution where you took the courses and include that institution in your educationhistory. Evaluators need to see the original marks, credit hours, etc. to determine if those coursesare eligible for any transfer credit.INTERNATIONALLY DESIGNATED ACCOUNTANTS: Internationally-designated accountants frombodies without formal MRA, RMA, or MOU agreements may be eligible for advanced standing inCPA PEP. If you hold an international professional accounting designation, you are a member ingood standing with the issuing body, and that body is a member of the International Federation ofAccountants (IFAC), enter the information in your education history.Once you have completed entering all of your post-secondary and designation information, completethe profile creation process by confirming your information.You should receive two separate emails within an hour of setting up your profile (you may have to checkyour junk email folder). If you do not receive the emails, contact the Admission Advising team atadmissionadvising@cpawsb.ca and they can resend them to you. One email will come from CPAWSB and the provincial CPA body with which you are registering.It will outline your next steps and provide information about who you may call or email forassistance. The second email will come from CPAWSB and contains a link to set up a password for your MyCPA profile. Your profile will not be active until you create the password. Once you havecreated your password, you will be prompted to log into your profile to complete youreducation history.
CPAWSB Program Enrollment Guide 5Keeping your contact, employer, and education history information accurate and complete will helpCPAWSB provide you with accurate information and faster feedback and assistance. If your informationchanges, you can log into your profile at any time and update it by selecting the highlighted links in themenu as shown:PLEASE NOTE: At this point, you have only created a profile in My CPA Portal, which you will nowuse to request a transcript assessment (if required), submit a program admission application, andthen register for your first module(s) or course(s). You can also pay your annual fee, track yourprogression in the program, log into the practical experience portal, and more.
6 CPAWSB Program Enrollment GuideSTEP 2: Request and pay for a transcript assessmentCPA ACCREDITED PROGRAMS: If you are currently enrolled in, or are a graduate of a programaccredited by CPA Canada, do not submit a transcript assessment request. Please submit a CPAPEP admission application with the registration category of “Accredited Program”. Also, have yourpost-secondary institution forward official transcripts directly to CPAWSB at 201, 1074 – 103AStreet SW, Edmonton, Alberta T6W 2P6 when you complete your program.ICAP/ICAI MEMBERS: If you are a member in good standing from the Institute of CharteredAccountants of Pakistan or the Institute of Chartered Accountants of India, do not submit atranscript assessment request. Please submit a CPA PEP admission application with theregistration category of “International Designate - MOU”. More information can be found in theInternational Applications section of www.cpawsb.ca.CO-OP PROGRAMS/SUMMER STUDENTS: If you are currently registered in a CPAWSB-approvedco-op program or are a summer student and wish to start accruing practical experience, do notsubmit a transcript request yet. Please submit a CPA PEP admission application with theregistration category of “Co-op Student / Summer Student”. You will need to submit a transcriptassessment request when you are ready to register in Core 1.For all other applicants, after creating a profile, your next step is to request and pay for a CPAtranscript assessment.Log into your My CPA profile and start by clicking on PROGRAM ADMISSION and then TRANSCRIPTASSESSMENT.
CPAWSB Program Enrollment Guide 7IMPORTANT: If CPAWSB receives documents before your assessment has been requested andpaid for, CPAWSB cannot match them to your profile. They will also be unable to notify you (byemail) when those documents have been received. As a result, this may cause your transcriptassessment to be delayed significantly.It’s important to create your profile and then request and pay for your transcript assessmentbefore having any documents sent in to CPAWSB for your assessment. This will ensure thatCPAWSB staff can: Match received transcripts to your My CPA profile and your transcript request. Thisreduces the risk of documents being lost or misplaced. Attach scanned copies of your submitted documents to your My CPA profile when theyare received. Send you an email confirming each document has been received and added to yourprofile. Clearly identify when all your documents have been added to your profile and are readyto be assessed.When the transcript assessment page loads, click on ADD A TRANSCRIPT ASSESSMENT REQUEST:Once you click on thebutton, you will see the Document Checklist.(An example of the document checklist you will see is provided on the following page)Review and read through the checklist sections carefully. The information you entered into theeducation history will automatically appear in the appropriate checklist sections. Read the directions inthe Document Checklist and identify which documents are applicable to your transcript assessmentrequest by selecting the appropriate boxes in the “I Will Submit” column.Then arrange to have the documents submitted directly from the issuing organizations to CPAWSB at201, 1074 – 103A Street SW, Edmonton, Alberta T6W 2P6.Note: All documents must be in English.REQUIRED DOCUMENTS: The ‘Req’d’ (Documents Required) column will not be visible on thedocument checklist until CPAWSB staff verifies your document checklist. They will indicate thedocuments that are required before your assessment can be started. CPAWSB staff may also markadditional documents as “required” to indicate additional documents you need to submit. The“Rec’d” (Documents Received) column will only be visible after CPAWSB receives your firstdocument(s) and will show the date CPAWSB received each document.
8 CPAWSB Program Enrollment Guide
CPAWSB Program Enrollment Guide 9Once you have completed marking the “I will submit” checkboxes in the document checklist, confirm theinformation you see below the document checklist. Make any necessary changes and then click on thebutton (as illustrated below).MAKING CHANGES TO YOUR DOCUMENT CHECKLIST: To add items to or remove items from thedocument checklist, please contact a Transcript Assessment Document Inspector by emailingtranscriptassessment@cpawsb.ca or calling 1 866 420.2350 (press 1 then 3) to confirm whetherthat particular document will be required for your assessment before making any changes in youreducational history.Once you click on thebutton, a page will load for you to pay for the assessment, as shownbelow. Select your payment option for the transcript assessment on this page and click thebutton. A confirmation page will load indicating that your assessment request has beenreceived. To complete the process, click on thebutton at the bottom of the page.CPA TRANSCRIPT ASSESSMENT FEE: The transcript assessment fee is 100 and is subject tochange. For current fee schedules check the CPA PEP or CPA preparatory sections of the CPAWSBwebsite. Transcript assessment fees are non-refundable.
10 CPAWSB Program Enrollment GuideEMPLOYER PAYMENT OPTIONS: Some candidates in pre-approved path employment positionswill have the option to have their employer pay for the module or course. This is only available tocandidates of pre-approved pathway employers who requested to have the option available. It isimportant to have your employer information complete. All pre-approved path employers arealready listed in the drop-down menu. If you cannot find your employer, please check youremployer information and try a different keyword in your search (i.e. An applicant may search forPwC. If they are not found, try something else such as “PricewaterhouseCoopers” instead) If youbelieve you have the correct employer chosen but they do not show in the drop-down menu it maybe that they do not offer the option to pay for you.Once you submit and pay for your transcript assessment, you will receive email notifications if a changeis made to your document checklist including for the following reasons: Additional documents have been requested by a document InspectorDocuments have been received by CPAWSBAll your documents have been received and your assessment is ready to be assessedThe emails do not indicate specifically what has changed. They simply prompt you to check yourdocument checklist to see what has changed.When you receive these emails, log into your profile and check your document checklist to see what haschanged. Using the Document Checklist in your profile, it is expected that you will know whatdocuments you are required to submit and keep informed of the status of those documents fromupdates made to the document checklist. The sooner you can get the required documents in, the sooneryour assessment can be started. Once all your documents are received, your assessment will be put inqueue to be completed.From the time all required documents are received, standard turn-around times for the assessment tobe completed is usually within 10 business days. Periods of high volumes (i.e. during active registrationperiods) may increase the standard turn-around times.To access the document checklist, log into your My CPA profile. From the menu, click on PROGRAMADMISSION and then TRANSCRIPT ASSESSMENT.If you have questions about the documents you are submitting or want to check on the status of your inprogress or completed assessment, please call the Transcript Assessment department toll free at 1 866420.2350 (press 1 then 3).
CPAWSB Program Enrollment Guide 11STEP 3: Arrange to have documents submittedYou will need to arrange for all transcripts and supporting documents, marked as “required” in yourdocument checklist, to be submitted so they can be assessed. All documents being mailed in should besent directly by the issuing institutions or organizations to:CPA Western School of BusinessStudent & Support Services201, 1074 – 103A Street SW, Edmonton, Alberta T6W 2P6USING THE CORRECT ADDRESS TO SUBMIT DOCUMENTS: Documents sent anywhere other thanthe address above, including to provincial CPA offices, will likely result in you having to arrange toresend the documents to the address above and can significantly delay the completion of yourtranscript assessment.Transcripts from Canadian Post-Secondary InstitutionsPlease request transcripts from every Canadian post-secondary institution (PSI) you have attended,ensuring each is listed in your document checklist. Include all accounting and non-accounting education.The PSI’s registrar’s office must send your transcripts in a sealed envelope directly to CPAWSB (at theabove address).Transcripts from Non-Canadian PSI’s and Third-Party VerificationApplicants who have completed any education outside of Canada must submit a third-party verification.Contact World Education Services Canada ssmanitoba-saskatchewan-alberta-british-columbia/) and request a ‘course by course’ InternationalCredential Advantage Package (WES ICAP) for the CPA Western School of Business for “educational”purposes. By purchasing the “course by course” WES ICAP, the CPA Western School of Business willreceive a copy of your official transcripts that you submit to WES along with your ‘course by course’ ICAPassessment. This will save you from having to submit your official transcripts directly to CPAWSB.PLEASE NOTE: If you submit third-party verification that is not a WES ICAP, you will need to alsohave official transcripts sent directly by the issuing institutions or organizations to CPAWSB. Thethird-party assessment must be completed by one of the registered assessment services withinthe Alliance of Credential Evaluations Services of Canada (ACESC) and sent directly from the issuerto CPAWSB.PLEASE NOTE: CPAWSB will accept official transcripts received directly from the applicant ONLY IFthey are contained in the sealed envelope that came directly from the post-secondary institution.PLEASE NOTE: if there is no way for you to have official transcripts sent from the post-secondaryinstitution you attended to WES or to CPAWSB, CPAWSB will accept an official third-partyverification, sent directly from the issuer to CPAWSB. This can be used for degree recognitiononly. No transfer credit will be recognized in this case. If this applies to you, it is very importantthat you contact the Transcript Assessment team and speak to discuss your situation.
12 CPAWSB Program Enrollment GuideICAI/ICAP MEMBERS: Designates from the Institute of Chartered Accountants of India or TheInstitute of Chartered Accountants of Pakistan are NOT required to submit a third-partyverification.Legal Name Change DocumentationIf your CPA profile name is different from the name appearing on any submitted documents, send a PDFcopy of the official document supporting your legal name change to transcriptassessment@cpawsb.ca.ReferencesThese only apply If you do NOT have a post-secondary degree and are NOT in your final year of adegree program (enrolling as a ‘Mature Student’). Arrange to have the following documents emaileddirectly from the issuer to CPAWSB at transcriptassessment@cpawsb.ca. Documents a, b, and d shouldinclude specific examples and time frames explaining how you have satisfied Level 1 proficiency for twosub-competency areas.a. Resume detailing employment history and job responsibilitiesb. Experience Verification (EV) self-assessment form. Complete a form for each employerlisted on your resume and submit to your employer(s). Request that the employer(s) verifycorrectness and sign the form. The employer(s) must send a copy of the signed EV form(s)directly to the CPAWSB.c. Personal character reference letter sent directly from the issuer.d. A reference letter from a CPA member in good standing or a member of an internationalaccounting body that has a reciprocity agreement with CPA Canada.Letter of Good StandingThese only apply If you have a designation from an organization that is a member body of theInternational Federation of Accountants (www.ifac.org). The following are required:a. Current Letter of Good Standing from your accounting body mailed directly to CPAWSB.b. Transcript from your accounting body mailed directly to CPAWSB. (Not applicable todesignates from the Institute of Chartered Accountants of India or the Institute of CharteredAccountants of Pakistan)c. Resume detailing employment history and job responsibilities.IFAC MEMBER BODIES: If you have a designation from an organization that is a member body ofthe International Federation of Accountants (www.ifac.org), even though your post-secondarytranscripts are not required by CPAWSB, you are required to submit a third-party verification ofyour post-secondary transcripts as outlined in section 2 of the document checklist. The thirdparty assessment must be completed by one of the registered assessment services within theAlliance of Credential Evaluations Services of Canada (ACESC) and sent directly from the issuer toCPAWSB.
CPAWSB Program Enrollment Guide 13ADDITIONAL DOCUMENTS REQUIRED: If any additional documents have been added to yourdocument checklist and marked as “Required”, they should also be submitted directly to CPAWSB.If you are an internationally designated accountant and have questions or concerns about specificdocuments being submitted or that you are being asked to submit, please emailcpaapplication@cpawsb.ca or call 1 866 420.2350 (press 2 then 1). For all other applicants, if you havequestions or concerns about specific documents being submitted or that you re being asked to submit,please email transcriptassessment@cpawsb.ca or call 1 866 420.2350 (press 1 then 3) to have yourquestions or concerns addressed.As indicated earlier, if you have requested and paid for the transcript assessment before CPAWSBreceives any of your documents, CPAWSB will send you an email when a document is received, and thedocument checklist has been updated. The document checklist in your My CPA profile will indicatewhich documents have been received and list any that are still outstanding. CPAWSB will email you ifadditional documentation is required and when your assessment is complete. The transcript assessmentwill start after all required documents have been received. Once your assessment has been completed,you will receive an email and the results will be available in your My CPA profile.To view your assessment results, click on PROGRAM ADMISSION and then TRANSCRIPT ASSESSMENT.You will see any requested transcript assessments and their status directly below the ADD ATRANSCRIPT ASSESSMENT REQUEST button.When the transcript assessment is complete, it will show “completed” under the Status. Click on theView link in the last column to see the results of your transcript assessment. The assessment’s expirydate is also displayed.
14 CPAWSB Program Enrollment GuideReviewing your completed Transcript AssessmentIf the transcript assessment indicates that you need to complete prerequisite education before enteringCPA PEP, you can take CPA preparatory courses through CPAWSB or equivalent courses through arecognized post-secondary institution.TRANSCRIPT ASSESSMENT EXPIRY & 10 YEAR RULE FOR CORE COURSES: Transcript assessmentsare valid for one year from the time they are completed. Additionally, at least one applicablecourse in each of the following CPA competency areas (Financial Reporting, Strategy andGovernance, Management Accounting, Audit and Assurance, Finance, and Taxation) must havebeen taken within the 10 years preceding admission to CPA PEP.APPLYING FOR CPA PEP BEFORE YOUR ASSESSMENT IS COMPLETED: If you have completed or willsoon complete all prerequisites for CPA PEP and you plan to enroll in the next offering of Core 1,submit an admission application for CPA PEP* (STEP 4) and, once your application is approved,register for Core Module 1 during the next PEP registration period (STEP 5), even if your transcriptassessment is not complete.*If you are entering CPA PEP as an International Designate wait until your transcript assessment iscomplete before submitting a program admission application.See STEP 4 for more details.When reviewing your transcript assessment in your My CPA profile, you may notice a listing of Modules13 – 20 under the prerequisite section of the assessment results. Please disregard these as they apply toACAF applied courses only. These are not required for CPA PEP and they are not relevant, even if yourplanned route is ACAF, as ACAF Applied courses need to be taken through an approved post-secondaryinstitution.Updating your completed transcript assessment for requirements you did not meetIf you have requirements that have not been met for entry into CPA PEP, you will see the outstandingrequirements highlighted in red, as shown in the example below.If your assessment is still valid (within 1 year of assessment completion date), once you have completedor satisfied any outstanding requirements, your transcript assessment can be updated with thesemissing requirements. Follow the procedures below to have your transcript assessment updated: If you are completing the requirements from a source external of CPAWSB, have the appropriateofficial documents submitted to CPAWSB. Once we receive the required documents, we will letyou know by email that we have received them, and we will update your transcript assessment.
CPAWSB Program Enrollment Guide 15 For CPA preparatory courses you successfully passed prior to May 1, 2019 and which have notbeen updated on your transcript assessment, log in to your My CPA portal and go to yourtranscript assessment. Indicate the outstanding courses you want updated and then click on thegolden ‘REVIEW GAPS” button. Indicate that you are requesting a “PREP” update. The assessorswill receive your request and update your assessment within a few days. You should receive anemail once your transcript assessment is updated with the change(s). For CPA preparatory courses you successfully pass after May 1, 2019, you do not need to doanything. Your transcript assessment will be updated once the marks are released for thesession in which the course was taken. Updates may take a few weeks to process due to thevolume of successful course completions. You should receive an email once your transcriptassessment is updated with the change(s).As long as your assessment hasn’t expired, there is no additional assessment fee to have yourcompleted transcript assessment updated with any missing requirements.If your transcript assessment has expired and you are not enrolled as a student in CPA preparatorycourses or as a candidate in CPA PEP, you will need to request and pay for a new assessment and submitupdated documentation for the assessment.If you have further questions about your in-progress or completed assessment please contact theTranscript Assessment Team by calling 1 866 420.2350 (Press 1 then 3) or by emailingtranscriptassessment@cpawsb.ca.
16 CPAWSB Program Enrollment GuideSTEP 4: Apply to enter CPA PEP or CPA preparatory courses bysubmitting a program admission applicationIf you are applying to CPA PEP:If, and only if, you have completed or will soon complete the prerequisites for CPA PEP and you plan toenroll in the next offering of Core 1, submit an admission application for CPA PEP* and, once yourapplication is approved, register for Core Module 1 during the next PEP registration period (STEP 5),even if your transcript assessment is not complete. This will allow you to avoid any late fees. Yourassessment will be completed before the start of Core 1 to confirm whether you are eligible toparticipate in the module. If the assessment determines you are ineligible to participate in Core 1, youwill be removed from the module and issued a full refund of the module fee. If you believe you may notmeet all the prerequisite requirements for CPA PEP before the next offering of Core 1 or you plan tostart in a later offering of Core 1, wait for your completed transcript assessment and then submit yourprogram admission application.*The above is not applicable if you are entering CPA PEP as an International Designate. Wait until yourtranscript assessment is complete before submitting a program admission application.CO-OP / SUMMER INTERN STUDENTS: If you are a co-op/summer intern student, you can submita CPA PEP admission application before you complete
PEP or CPA preparatory courses as outlined below. Enrolling in CPA preparatory courses: Request the Appendix to the study permit by emailing your request to prepadvising@cpawsb.ca, after your transcript assessment is completed indicating you are eligible to start in CPA preparatory courses
CPA preparatory courses delivered by the CPA Western School of Business (CPAWSB) and/or from a recognized post-secondary institution. Where two or more courses are required to meet a CPA prerequisite, CPAWSB recommends completing those courses through one post-seconda
4 Auto-Enrollment: Algorithm 5 Auto-Enrollment: Rule 2 EBCI Tribal Option Detail 6 Auto-Enrollment Example Scenarios during Crossover 7 Individual Auto-Enrollment: with PCP in-network 8 Individual Auto-Enrollment: with PCP not in-network for any PHP 10 Mother, Son Auto-Enrolled: Enrolled in same PHP
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Re-enrollments: The following steps will also apply when a resident must submit a re-enrollment application. The resident will receive a re-enrollment due letter six (6) months prior to the resident’s re-enrollment due date. This letter will contain the re-enrollment application tracking number (ATN) and provider ID
accept them (see Step 6) and get confirmation. (fig. 10) To know if you completed enrollment, look for a green check mark and message that says your benefits are confirmed and ready to take effect when Open Enrollment closes. NOTE Remember to log out of the enrollment site in the upper left corner when finished with your enrollment.
If you have questions about completing the provider enrollment forms, please call the Medicaid fiscal agent's Provider Enrollment Unit at 1-800-377-8216. Additional Forms - All of the forms that you need related to provider enrollment or changes in enrollment information are available on the Medicaid fiscal agent's Internet site at
OPEN ENROLLMENT STEP BY STEP USING THE ENROLLMENT PLATFORM Page 9 of 24 In this step, the Enrollment Platform connects to the Marketplace to verify your identity. This is designed to ensure your privacy, so they can verify you are the real person applying. You will be asked to respond to a series of questions to determine your identity. Some .
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