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Courses/Professional Coaching/Mentoring

The CPA Mentor Experience: What To Expect

Demystify the CPA mentorship process. Gain insights into educational and work requirements, ensuring your mentee's success.

Created byKatelyn Stroud
4.9
(8 reviews)
BeginnerUpdated Apr 28, 2025
The CPA Mentor Experience: What To Expect

What You'll Learn

check_circleUnderstand the CPA mentor's role.
check_circleLearn about educational pathways.
check_circleKnow the CPA exam structure.
check_circleGrasp work experience requirements.
check_circleMaster enabling competencies.

About This Course

The CPA Mentor Experience: What To Expect provides a comprehensive overview of the CPA mentorship process, focusing on the Experience Verification route. This course is designed for existing CPAs who mentor students seeking high-level guidance. Learn about the crucial role of a CPA mentor in guiding students through the educational and work experience requirements. 

Key topics included:

  • Understanding the CPA mentor's responsibilities.
  • Navigating the educational requirements (Graduate Diploma vs. CPA PEP).
  • Mastering the intricacies of the Common Final Exam (CFE).
  • Comprehending the work experience requirements, including defining and applying technical and enabling competencies.
  • Effectively managing mentor meetings and documentation.

This course utilizes real-world examples and clear explanations to ensure a practical and insightful learning experience. Prepare to answer assessment questions designed to solidify your understanding of the material.

Your Instructor

Katelyn Stroud
Katelyn Stroud
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star8 reviews

Hello! I'm Katelyn Stroud, MBA, CPA. I started my career in accounting a decade ago, having worked at a variety of large corporations. I've joined this platform as an instructor to help others learn content in an effective manner, while doing my best to keep it interesting. Thanks for stopping by and feel free to connect with me to provide feedback!

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.9
Student's Choice
8 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.