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PROFESSIONAL DEVELOPMENTcpaquebec.ca/pd
INDEXOF TOOLS
DECEMBER
2018
TOP 10 TOOLS
WHAT ARE THE BENEFITS OF USING THE ORDER’S TOOLS? TYPES OF TOOLS
FEE SCHEDULE AND GENERAL INFORMATION
USER LICENCES
TABLE OF CONTENTS
CUSTOMIZED SERVICES
1 WHAT ARE THE BENEFITS OF USING THE ORDER’S TOOLS?
1 A + in your career Whether you are working in financial accounting, assurance, management
accounting or taxation, you will find tools adapted to your functions that will be a daily reference source and that will help you to perform better.
2 Practical and customized tools to help you fulfill your role
You are looking for examples of use? You would like to have access to detailed explanations to help you make the best decisions? You would like to know the best practices, trends and latest changes in a specific field? Our numerous tools will meet your needs.
3 Tools within your reach Maximize your time by consulting your tools directly in your file on the
Order’s website in real time and wherever you are.
4 Tools presenting the latest standards Consult our tools to stay abreast of the latest standards and to comply with
regulations and laws related to the CPA profession.
5 Possibility of using your Corporate passport or your CPA Promo to take advantage of the best prices
Most of the tools and licences are open to the passport concept and the CPA Promo.
2018-2019 I INDEX OF TOOLS I WhAT ArE ThE bENEFITS OF uSINg ThE OrDEr’S TOOLS? I 3
DIFFERENT TYPES OF TOOLS TO DEVELOP YOUR SKILLS2
reference guides use the reference guides to help you apply theory and learn about the
particularities of each competency or specific area of activity.
Model files You carry out audit, review or compilation engagements? Each model
file presents an example file for a fictitious entity, practical exercises and theoretical concepts for a specific sector.
Implementation models Consult the implementation models to help you transpose theoretical
concepts into your organization.Theoretical concepts required to carry out a specific professional activity are included in those models, as well as concrete examples in the form of exhaustive case studies.
Model financial statements Whether you are a CPA in business or in public practice, refer to the
model financial statements to view several distinct examples of financial statements with appropriate references to the CPA Canada Handbook as well as a brief analysis of the relevant accounting standards.
guides Consult the guides to learn more about some characteristics of a specific
subject.
Programs and checklists use the programs and checklists to guide you in the planning and execution
of various mandates such as assurance or taxation.
bulletins You can purchase annually a bilingual summary of the latest budgets and
receive them on the same day they are tabled. Available in PDF and Word format, they can be adapted to the colors of your organization.
Dictionaries Looking for the correct term? Our bilingual dictionaries will help you find
the right words thanks to detailed definitions. You will also find synonyms, variations, additional concepts and comparisons between different concepts and terms.
Participant’s manuals get the participant’s manuals offered in training activities to learn more
about a topic that interests you.
2018-2019 I INDEX OF TOOLS I DIFFErENT TYPES OF TOOLS TO DEvELOP YOur SkILLS I 4
FEE SCHEDULE AND GENERAL INFORMATION3Consult the description and fee schedule of the tool you are interested in for more details or request a quotation if the number of users exceeds the number allowed by the Order.
3 simple ways to purchase them:
à la carte with a Corporate passport
using the PDC of the CPA Promo
Terms and conditionsLearn more about our terms and conditions.
Member/client file
view the list of your tools and access their electronic version.
Electronic version
Available upon purchase and until the last day of the current professional development season
(August 31).
The electronic version of a tool is available in the member/client file of the buyer.
2018-2019 I INDEX OF TOOLS I FEE SChEDuLE AND gENErAL INFOrMATION I 5
USER LICENCES4To reproduce, print, modify, adapt or distribute a tool, you need the permission of the Order, unless the intended use is permitted.
3 types of user licences according to your needs
Limited use licence Unlimited use licence without adaptation
Unlimited use licence with adaptation
Individual use included with the purchase of a tool
Collective use Collective use
Available versions:PDF/paper
Word (programs and checklist only)
Available versions:PDF/paper
Word (programs and checklist only)
Available versions:Word
Choose the user licence that will best meet your needs!
Need to share, modify or adapt tools?
2018-2019 I INDEX OF TOOLS I uSEr LICENCES I 6
TOOLS5Choose tools according to your field of interest.
ACCOUNTING AND FINANCIAL REPORTING SELECTION OF TOOLS
ASSURANCE Bulletins
Dictionaries
Guides
Implementation models
Model files
Model financial statements
Participant’s manuals
Programs and checklists
Reference guides
Visit our website for a complete list of tools >
CPA’S FUNCTIONS AND INDUSTRY SECTORS
FINANCING AND BUSINESS CYCLES
GOVERNANCE, STRATEGIES AND RISK MANAGEMENT
OPTIMIZATION AND THE ROLE OF THE CPA IN OTHER CORPORATE FUNCTIONS
PROTECTION OF THE PUBLIC AND MEMBER SERVICES
SKILLS AND COMPETENCIES OF SUCCESSFUL CPAs
TAXATION, COMMODITY TAXES AND PERSONAL FINANCIAL PLANNING
THE ORGANIZATION’S FINANCE FUNCTION
TOP 10
2018-2019 I INDEX OF TOOLS I TOOLS I 7
TOOLS
Accounting and financial reporting
5Choose from our selection of tools.
ACCOUNTING AND FINANCIAL REPORTING Tools available in this field of interest
ASSURANCE Dictionaries
Guides
Model financial statements
Participant’s manuals
Reference guides
See the complete list of tools >
CPA’S FUNCTIONS AND INDUSTRY SECTORS
FINANCING AND BUSINESS CYCLES
GOVERNANCE, STRATEGIES AND RISK MANAGEMENT
OPTIMIZATION AND THE ROLE OF THE CPA IN OTHER CORPORATE FUNCTIONS
PROTECTION OF THE PUBLIC AND MEMBER SERVICES
SKILLS AND COMPETENCIES OF SUCCESSFUL CPAs
TAXATION, COMMODITY TAXES AND PERSONAL FINANCIAL PLANNING
THE ORGANIZATION’S FINANCE FUNCTION
TOP 10
2018-2019 I INDEX OF TOOLS I TOOLS I 8
TOOLS
Assurance
Choose from our selection of tools.
ACCOUNTING AND FINANCIAL REPORTING Tools available in this field of interest
ASSURANCE Guides
Model files
Participant’s manuals
Programs and checklists
Reference guides
See the complete list of tools >
CPA’S FUNCTIONS AND INDUSTRY SECTORS
FINANCING AND BUSINESS CYCLES
GOVERNANCE, STRATEGIES AND RISK MANAGEMENT
OPTIMIZATION AND THE ROLE OF THE CPA IN OTHER CORPORATE FUNCTIONS
PROTECTION OF THE PUBLIC AND MEMBER SERVICES
SKILLS AND COMPETENCIES OF SUCCESSFUL CPAs
TAXATION, COMMODITY TAXES AND PERSONAL FINANCIAL PLANNING
THE ORGANIZATION’S FINANCE FUNCTION
TOP 10
5
2018-2019 I INDEX OF TOOLS I TOOLS I 9
TOOLS
CPA’s functions and industry sectors
Choose from our selection of tools.
ACCOUNTING AND FINANCIAL REPORTING Tools available in this field of interest
ASSURANCE Participant’s manuals
See the complete list of tools >CPA’S FUNCTIONS AND INDUSTRY SECTORS
FINANCING AND BUSINESS CYCLES
GOVERNANCE, STRATEGIES AND RISK MANAGEMENT
OPTIMIZATION AND THE ROLE OF THE CPA IN OTHER CORPORATE FUNCTIONS
PROTECTION OF THE PUBLIC AND MEMBER SERVICES
SKILLS AND COMPETENCIES OF SUCCESSFUL CPAs
TAXATION, COMMODITY TAXES AND PERSONAL FINANCIAL PLANNING
THE ORGANIZATION’S FINANCE FUNCTION
TOP 10
5
2018-2019 I INDEX OF TOOLS I TOOLS I 10
TOOLS
Financing and business cycles
Choose from our selection of tools.
ACCOUNTING AND FINANCIAL REPORTING Tools available in this field of interest
ASSURANCE Guides
Implementation models
Model files
Participant’s manuals
Programs and checklists
Reference guides
See the complete list of tools >
CPA’S FUNCTIONS AND INDUSTRY SECTORS
FINANCING AND BUSINESS CYCLES
GOVERNANCE, STRATEGIES AND RISK MANAGEMENT
OPTIMIZATION AND THE ROLE OF THE CPA IN OTHER CORPORATE FUNCTIONS
PROTECTION OF THE PUBLIC AND MEMBER SERVICES
SKILLS AND COMPETENCIES OF SUCCESSFUL CPAs
TAXATION, COMMODITY TAXES AND PERSONAL FINANCIAL PLANNING
THE ORGANIZATION’S FINANCE FUNCTION
TOP 10
5
2018-2019 I INDEX OF TOOLS I TOOLS I 11
TOOLS
Governance, strategies and risk management
Choose from our selection of tools.
ACCOUNTING AND FINANCIAL REPORTING Tools available in this field of interest
ASSURANCE Dictionaries
Implementation models
Participant’s manuals
Reference guides
See the complete list of tools >
CPA’S FUNCTIONS AND INDUSTRY SECTORS
FINANCING AND BUSINESS CYCLES
GOVERNANCE, STRATEGIES AND RISK MANAGEMENT
OPTIMIZATION AND THE ROLE OF THE CPA IN OTHER CORPORATE FUNCTIONS
PROTECTION OF THE PUBLIC AND MEMBER SERVICES
SKILLS AND COMPETENCIES OF SUCCESSFUL CPAs
TAXATION, COMMODITY TAXES AND PERSONAL FINANCIAL PLANNING
THE ORGANIZATION’S FINANCE FUNCTION
TOP 10
5
2018-2019 I INDEX OF TOOLS I TOOLS I 12
TOOLS
Optimization and the role of the CPA in other corporate functions
Choose from our selection of tools.
ACCOUNTING AND FINANCIAL REPORTING Tools available in this field of interest
ASSURANCE Reference guides
See the complete list of tools >CPA’S FUNCTIONS AND INDUSTRY SECTORS
FINANCING AND BUSINESS CYCLES
GOVERNANCE, STRATEGIES AND RISK MANAGEMENT
OPTIMIZATION AND THE ROLE OF THE CPA IN OTHER CORPORATE FUNCTIONS
PROTECTION OF THE PUBLIC AND MEMBER SERVICES
SKILLS AND COMPETENCIES OF SUCCESSFUL CPAs
TAXATION, COMMODITY TAXES AND PERSONAL FINANCIAL PLANNING
THE ORGANIZATION’S FINANCE FUNCTION
TOP 10
5
2018-2019 I INDEX OF TOOLS I TOOLS I 13
TOOLS
Protection of the public and member services
5Choose from our selection of tools.
ACCOUNTING AND FINANCIAL REPORTING Tools available in this field of interest
ASSURANCE Participant’s manuals
See the complete list of tools >CPA’S FUNCTIONS AND INDUSTRY SECTORS
FINANCING AND BUSINESS CYCLES
GOVERNANCE, STRATEGIES AND RISK MANAGEMENT
OPTIMIZATION AND THE ROLE OF THE CPA IN OTHER CORPORATE FUNCTIONS
PROTECTION OF THE PUBLIC AND MEMBER SERVICES
SKILLS AND COMPETENCIES OF SUCCESSFUL CPAs
TAXATION, COMMODITY TAXES AND PERSONAL FINANCIAL PLANNING
THE ORGANIZATION’S FINANCE FUNCTION
TOP 10
2018-2019 I INDEX OF TOOLS I TOOLS I 14
TOOLS
Skills and competencies of successful CPAs
5Choose from our selection of tools.
ACCOUNTING AND FINANCIAL REPORTING Tools available in this field of interest
ASSURANCE Participant’s manuals
See the complete list of tools >CPA’S FUNCTIONS AND INDUSTRY SECTORS
FINANCING AND BUSINESS CYCLES
GOVERNANCE, STRATEGIES AND RISK MANAGEMENT
OPTIMIZATION AND THE ROLE OF THE CPA IN OTHER CORPORATE FUNCTIONS
PROTECTION OF THE PUBLIC AND MEMBER SERVICES
SKILLS AND COMPETENCIES OF SUCCESSFUL CPAs
TAXATION, COMMODITY TAXES AND PERSONAL FINANCIAL PLANNING
THE ORGANIZATION’S FINANCE FUNCTION
TOP 10
2018-2019 I INDEX OF TOOLS I TOOLS I 15
TOOLS
Taxation, commodity taxes and personal financial planning
5Choose from our selection of tools.
ACCOUNTING AND FINANCIAL REPORTING Tools available in this field of interest
ASSURANCE Bulletins
Guides
Implementation models
Participant’s manuals
Programs and checklists
Reference guides
See the complete list of tools >
CPA’S FUNCTIONS AND INDUSTRY SECTORS
FINANCING AND BUSINESS CYCLES
GOVERNANCE, STRATEGIES AND RISK MANAGEMENT
OPTIMIZATION AND THE ROLE OF THE CPA IN OTHER CORPORATE FUNCTIONS
PROTECTION OF THE PUBLIC AND MEMBER SERVICES
SKILLS AND COMPETENCIES OF SUCCESSFUL CPAs
TAXATION, COMMODITY TAXES AND PERSONAL FINANCIAL PLANNING
THE ORGANIZATION’S FINANCE FUNCTION
TOP 10
2018-2019 I INDEX OF TOOLS I TOOLS I 16
TOOLS
The organization’s finance function
5Choose from our selection of tools.
ACCOUNTING AND FINANCIAL REPORTING Tools available in this field of interest
ASSURANCE Guides
Implementation models
Participant’s manuals
Programs and checklists
Reference guides
See the complete list of tools >
CPA’S FUNCTIONS AND INDUSTRY SECTORS
FINANCING AND BUSINESS CYCLES
GOVERNANCE, STRATEGIES AND RISK MANAGEMENT
OPTIMIZATION AND THE ROLE OF THE CPA IN OTHER CORPORATE FUNCTIONS
PROTECTION OF THE PUBLIC AND MEMBER SERVICES
SKILLS AND COMPETENCIES OF SUCCESSFUL CPAs
TAXATION, COMMODITY TAXES AND PERSONAL FINANCIAL PLANNING
THE ORGANIZATION’S FINANCE FUNCTION
TOP 10
2018-2019 I INDEX OF TOOLS I TOOLS I 17
6 TOP 10
01. Model Financial Statements – Private Enterprises – Part II of the CPA Canada Handbook – Accounting
02. Sample letters for audit, review and compilation engagements
03. review engagement program – CrSE 2400
04. Checklist – Information gathering – Personal income taxes
05. Model Financial Statements – IFrS – Part I of the CPA Canada Handbook – Accounting (next update: January 2019)
06. Audit program – Private enterprises
07. Audit program – NFPOs
08. Model Financial Statements – Private sector NFPO – Part III of the CPA Canada Handbook – Accounting
09. reference guide – Practices in performance management (next update: spring 2019)
10. Compilation engagement program
Purchase your tools without
further delay!
2018-2019 I INDEX OF TOOLS I TOP 10 I 18
"Réduisez vos impôts": An essential companion to tax software
"Réduisez vos impôts": An essential companion to tax software
AN ESSENTIAL COMPANION TO TAX SOFTWARESpecial offer for CPAs coming soon. Stay tuned for future communications!
2018 EDITION COMING SOON
7 CUSTOMIZED SERVICES
Guidance on our products and serviceThe purpose of this service is to help you discover the full range of professional products and services available to CPAs. Let us make your life easier!
Technical references serviceDo you have questions about the CPA Canada Handbook accounting and assurance standards? We can help you! It’s easy and free!
Ethics references serviceDo you have questions about the Code of Ethics? Do you need guidance on a particular situation? It’s easy and free!
The floor is yours!help us better meet your needs by sending your suggestions and ideas at [email protected].
Our services are a complement to our tools and training activities.
2018-2019 I INDEX OF TOOLS I CuSTOMIzED SErvICES I 20
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PROFESSIONAL DEVELOPMENT
A + IN MY CAREERcpaquebec.ca/pd