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CPA Elective-Performance MANAGMENT

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 CPA Performance Management (PM) Elective is a critical component of the CPA professional designation, designed to assess advanced competencies in strategy, governance, and management accounting. Success in this elective requires not only mastery of technical knowledge but also the ability to apply that knowledge effectively under exam conditions.

Our mentoring and tutoring program is specifically designed for CPA candidates who want a structured, practical, and strategic approach to excelling in the PM elective. Whether you are aiming to reinforce your understanding of complex management accounting concepts or sharpen your strategic decision-making skills, this program equips you with the tools, insights, and confidence to succeed.

Through one-on-one mentorship, guided practice, and case-focused learning, candidates are prepared to excel in both objective-format questions and case-based examinations, mastering not only the content but also the application and time-management strategies needed to perform at their best.

Performance Management Elective

Exam Overview

Assessment Format: The CPA PM elective exam is four hours long, comprising:

Objective-Format Portion (0–25% of exam) ✅Up to 30 questions ✅Focused solely on PM competencies ✅Typically around 15 questions based on time allocation for two cases ✅Restricted resources allowed: CPA Handbooks, Income Tax Act, Excise Tax Act, tax shield formulas, and other relevant information

Case-Based Portion (75–100% of exam) ✅Two cases for a total of 200 minutes (maximum one case = 120 mins; minimum = 80 mins) ✅Strong focus on PM competencies while integrating other competency areas ✅All prior learnings (Entry Column, Core 1 & 2) are testable

Competency Weightings:

✅Financial Reporting: 0–10% ✅Strategy & Governance: 30–50% ✅Management Accounting: 40–60% ✅Audit & Assurance: 0–10%

Key Considerations:

✅Candidates are responsible for managing time allocation between objective-format and case portions. ✅Exam standards and regulations are based on the prior year’s CPA Handbooks (as of December 31). ✅Objective-format questions emphasize areas with increased expectations. ✅Cases integrate Strategy & Governance and Management Accounting with a minimum of 50% focus on PM competencies.

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

  • My Mentorship Focus FOR

    Performance Management-Elective

    Personalized Assessment

    Evaluate your current knowledge level and identify strengths and areas for improvement across all PM competencies.

    Objective-Format Mastery

    Focused practice on approximately 15–30 objective-format questions to sharpen technical understanding in areas where expectations are higher (B → A).

    Case-Based Excellence

    tep-by-step guidance on analyzing, structuring, and solving cases with a strong PM focus while integrating relevant competencies from Core 1, Core 2, and other prior learnings.

    Competency Weighting Awareness

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

    Enabling Skills Development

    Build critical enabling skills, including problem-solving, professional communication, judgment, and ethical decision-making.

    Time Management Training

    Develop effective strategies to allocate time between objective-format and case-based portions during the four-hour exam.

    Exam Simulation & Feedback

    onduct timed practice cases and objective-format questions, followed by detailed feedback and strategic improvement plans.

    Integrated Learning

    Reinforce prior learning from Entry-Level, Core 1, and Core 2 to ensure a comprehensive understanding for case integration.

    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-Performance Management (PM) tutoring program?

    My tutoring and mentoring program covers all major topics for CPA Elective-PM – Management Accounting, Strategy and Governance, 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-PM?

    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-PM 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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