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CPA Elective-Finance

Tutoring Strategy

My tutoring is not just about lessons; it’s a partnership in which I guide and coach you to achieve your CPA goals through a structured, results-driven approach.

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Program Overview

The Finance Elective is a critical component of the CPA professional education program. It focuses on advanced financial competencies that prepare candidates to excel in complex corporate finance, investment analysis, and financial decision-making scenarios. Our mentoring program is designed to guide candidates through the intricacies of the Finance Elective exam, ensuring not only knowledge mastery but also practical application skills to tackle both objective-format questions and case-based assessments effectively.

This program is ideal for candidates who want a structured, hands-on approach to learning, tailored to the demands of the Finance Elective exam, with a focus on exam strategy, competency development, and real-world application.

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Finance Elective

Exam Format – What to Expect

1. Objective-Format Portion

Constitutes 0–25% of the exam. Tests only competencies within the Finance Elective. Up to 30 questions. Candidates can expect approximately 15 objective-format questions based on the time estimated for the case portion. Allows access to restricted resource materials such as CPA Handbooks, the Income Tax Act, Excise Tax Act, tax shield formula, and other relevant tax information.

2. Case-Based Portion

Constitutes 75–100% of the exam. Maximum time per case: 120 minutes, minimum: 80 minutes. Candidates can expect two cases for a total of 200 minutes. Cases have a strong Finance focus but integrate one or two other competency areas. All prior learning, including Entry-level, Core 1, and Core 2 competencies, is potentially testable.

Key Notes:

The total examination time is four hours, with minimal time constraints. Candidates are responsible for managing time between objective-format questions and cases. The Finance Elective competency weight is 100%. Standards and regulations tested are those in effect as of December 31 of the prior year. Material released between December 1–31 is not testable.

Program Structure

Learning Methodology

Each session combines theory + problem-solving, supported by:

Pre-class material review (CPA eBooks & custom resources)

Weekly topic discussion and short case analysis

MCQ test for concept reinforcement

Competency evaluation (submitted within 24 hours for feedback)

Case Practice

After the first few sessions:

We’ll work on full PM-style cases under timed conditions

You’ll receive detailed feedback on analysis, structure, and communication

Builds confidence and time management for real exam conditions

Success Outcomes

Improved understanding of Management Accounting A-level competencies.

Enhanced ability to analyze, solve, and communicate case-based solutions.

Confidence in time management, exam strategy, and applying knowledge under pressure.

Be fully prepared to pass your Performance Management Exam

Resources Used

CPA Canada eBooks

My own curated notes & practice cases

Additional references aligned with CPA competency requirements

Progress Evaluation

Weekly feedback on technical accuracy, communication, and case-writing

Regular progress tracking and improvement plans

Final full mock exam & readiness assessment before your PM exam

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My Mentorship Focus FOR

Finance-Elective

Customized Learning Plan

Assess your strengths and weaknesses to focus on high-impact areas.

Concept Mastery

Deep dive into all Finance Elective competencies with clear, simplified explanations.

Case Simulation Practice:

Step-by-step guidance on solving finance-focused cases under realistic exam conditions.

Objective-Format Question Strategy

Strategically focus on Management Accounting (40–60%) and Strategy & Governance (30–50%) to optimize exam performance.

Time Management Coaching

Strategies to allocate time effectively between objective-format questions and case studies.

Integration Across Competencies

Apply Finance knowledge in conjunction with prior learning from Entry, Core 1, and Core 2.

Enabling Skills Development

Improve communication, analysis, problem-solving, and professional judgment skills through practice and feedback.

Exam Confidence Building

Provide mock exams, feedback sessions, and exam-day strategies to reduce stress and improve performance.

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GRUARANTEE

100% Risk-Free – Your Success is My Mission

This is a structured, results-driven mentorship — I stay invested until you pass.

Frequently Asked Questions

What is included in your CPA Elective-Finance tutoring program?

My tutoring and mentoring program covers all major topics for CPA Elective-Finance and Case Analysis. Each session focuses on mastering technical concepts, improving analytical skills, and applying knowledge to CPA-style cases and exams.

How are the tutoring sessions structured?

Each session follows a practical, step-by-step approach:
✅ Review of previous lessons
✅ Explanation of new concepts
✅ Problem-solving and case application
✅ Personalized feedback and discussion. This structure ensures consistent progress and strong conceptual understanding.

What is your teaching approach for CPA Elective-Finance?

I use a practical and exam-oriented approach designed to help students think like a CPA. My focus is on developing your ability to analyze, interpret, and apply technical knowledge to real-world business decisions.

Do you teach the CPA case writing technique?

Yes. I teach the proven IAAR Case Analysis Technique:

I – Identify, A – Analyze, A – Assess, R – Recommend.
This structured method helps you organize your thoughts, demonstrate competencies, and write high-quality responses under time pressure.

Do you provide study materials?

Yes. You’ll receive customized study notes, summary sheets, practice problems, and case examples aligned with the CPA Canada Competency Map. Materials are regularly updated and simplified for efficient learning.

How many lessons are included in the full program?

The complete program includes a series of structured lessons covering all core topics in Financial Reporting, Taxation, Auditing, and Finance. It also features integrated case workshops and review sessions before the exam.

Do you offer one-on-one or group sessions?

Both options are available:
👤 One-on-One Tutoring: Fully personalized, flexible schedule, tailored learning.
👥 Small Group Sessions: Interactive, collaborative, and great for peer learning.

How do you measure my progress?

Progress is tracked through regular quizzes, case practice, and feedback sessions. You’ll receive detailed guidance on improving your technical accuracy, case structure, and time management.

What makes your CPA Elective-Finance mentoring unique?

With over 20 years of professional experience in finance and management, and a decade of teaching experience, I bring both corporate insight and academic expertise. My goal is to help you pass the exam and develop the mindset of a strategic, future-ready CPA.

Do you offer a trial or introductory session?

Yes! I offer two free lessons so you can experience my teaching approach before enrolling. These sessions help identify your strengths and weaknesses and create a personalized study plan.

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