If you have completed courses that are not currently recognized by your provincial CPA body, the Self-assessment tool will allow you to inform us of these courses and apply for potential exemptions or challenge examinations.

Self-Assessment Tool

The Self-assessment tool is an Excel Workbook that will allow you to indicate which topics you have covered as part of your studies. Once you have completed the tool, please submit it along with any additional documentation (e.g. course outlines) as part of your official transcript/eligibility assessment submission as directed by your provincial CPA body.

Please note: The self-assessment tool has not yet launched in Ontario. Please check with your regional/provincial CPA body for effective dates of this tool before completing


Below are the transfer credit guides from each Canadian province/region that have been recognized towards fulfilling the prerequisites for entry into the CPA Professional Education Program (CPA PEP):

Further details on the challenge exam policy can be found in the CPA Harmonized Education Policies (HEP) Volume 3.  

Challenge Exam Policy - FAQs