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CPA Ontario Serving the Public Members Firms / ATOs Students Become a Member

Registration Information 

CPA, CAs and/or CPA, CMAs and Students who want to pay course registration fees with Visa or MasterCard can take advantage of the convenience of online registration. Non-members, and those who prefer not to register online, please print either the individual registration form or the organization registration form (if you are registering more than one individual from your organization) and return by mail or fax to the Institute. You can still use the calendar to select your courses. 

If you want to process registrations for more than one person, please print the organization registration form and return by mail or fax to CPA Ontario.

Detailed instructions for using the calendar of courses and the online registration process can be printed for future reference.

Professional Development Passport Programs

CPA Ontario is committed to helping all Members meet their Professional Development (PD) needs in a convenient, cost-effective manner with our PD Passport Program.

The Personal PD Passport is for individual Members and is non-transferable. The cost is $810 and entitles you to three days of PD courses (any combination of two-day, one-day and half-day courses) at no additional cost – 33 per cent off the regular price for the courses. Personal PD Passport holders can register for additional courses at the discounted rate of $270 per day.

The Organizational PD Passport will benefit you if more than one person in your office takes courses. It is transferable between all Members and non-members in your firm or organization. The cost is $1,920 and entitles you and your staff to six days of PD courses (any combination of two-day, one-day and half-day courses) at no additional cost. That’s a maximum savings of 36 per cent off the regular price. Organizational PD Passport holders can register for additional courses at the discounted rate of $320 per day.

Terms and Conditions

PD Passports are valid for courses until July 31, 2015.

PD Passports are valid for CPA Ontario-sponsored courses only. Ineligible courses will be clearly marked on all materials but PD Passport holders may be entitled to special discounts.

PD Passports may not be used until payment is received in full and may not be used retroactively for courses taken prior to its purchase.

Personal PD Passports are non-transferable, non-refundable and non-extendable.

General Policies for Registration

All registrations must be accompanied with the fee and received one week prior to the course date.
Online registrations are processed immediately. All other registrations are processed on a first-come, first-served basis. Space is limited, so early registration is important. While every effort is made to provide space at the requested sessions, we cannot guarantee additional sessions. There are no waiting lists available.

Course Material

Due to printing requirements and course updates, materials cannot be distributed prior to the course date.
The Institute-developed, course material may be purchased at the passport fee after all the courses are completed.
Copyright remains with the Chartered Professional Accountants of Ontario (The Institute of Chartered Accountants of Ontario).
Note: Course material is considered a supplement to the lecture and a disclaimer states that the material is not considered stand-alone. The material is subject to a no refund-policy and must be paid in full prior to shipment.

Cancellations, Transfers and No-Shows

Cancellation and transfer requests must be received in writing to recordspd@cpaontario.ca. Cancellations received at least two weeks prior to the start of the course will receive a full refund. An administration fee of $50 plus HST will be assessed if registrants cancel eight to 14 days prior to the course date. There are no cancellations less than eight days prior to the course date.

Transfers between courses are accepted up to eight days prior to the course. Organizational PD Passport holders can send an alternate in their place if they cannot attend a course; advance notice of name change is appreciated.

Attendance, based on the sign-in sheets, is automatically entered in your Online Continuing Professional Development (CPD) log. You can login to confirm that you have received credit for attending courses at www.cpaontario.ca; please allow two weeks after the course date before you check. You can also add CPD activities taken through other organizations to the log.

CPA Ontario reserves the right to cancel courses with insufficient enrolment. Registrants will be notified and a full course fee refund is issued. Under no circumstances is the PD Passport fee refunded.

Course Locations and Dates

Course locations and dates are subject to change. The Institute will contact registrants if these change.

Accessibility

The Institute is committed to making our professional development programs accessible to all members. All course facilities are wheelchair accessible and we will provide reasonable accommodation for members with disabilities upon request. Please contact us at least one month prior to the course date to request accommodation.

Registrations

To register, complete and return (mail, fax or online) the registration form along with your payment, to the Chartered Professional Accountants of Ontario. Cancellation, refund, no-show and transfer policies apply to all registrations.

If you are retired and eligible to register for a complimentary CPD course, complete the registration form and indicate Complimentary - Retired in the payment section or call 416.969.4321 to arrange for the registration.

Course Fees

Course fees may be paid by cash, electronic funds transfer, money order, cheque (made payable to the Chartered Professional Accountants of Ontario), VISA or MasterCard. Registrations paid by VISA or MasterCard MUST include a card number, expiry date, an authorized signature and the authorized amount to be considered valid.

Retired Members may be entitled to complimentary registrations for the CPA Ontario’s professional development programs. For the specific criteria that must be met, and the special Complimentary Registration Form, please visit the CPA Ontario website at www.cpaontario.ca/PD, call 416-969-4321 or e-mail recordspd@cpaontario.ca.

Confirmations

Confirmations are sent by mail to registered participants. If a confirmation is not received, confirm enrolment by logging on to the Institute Professional Development website at www.cpaontario.ca/PD, or call 416 969.4321.

Please do not assume you are registered unless it has been confirmed.

Meals

Full-day courses include lunch and beverages.

Requests for vegetarian meals, and information concerning specific food allergies, should be communicated two weeks prior to the course date.

PD Course Levels

To assist members in deciding if a course is right for them, a course “level” is included in the course description.

A “level” is based on the information the course will disseminate and an assumed pre-requisite knowledge of the potential participants. For example:

“Introductory” – the information in the course is basic yet thorough. The potential participant does not deal with the topic area on a day-to-day basis, or they may want to “refresh” their knowledge base on the topic. It is assumed the potential participant has limited knowledge on the topic, such as a new handbook section.

“Intermediate” – the information in the course builds on the basic topic and tends to be more issue based. The potential participant deals with the topic area on a day-to-day basis and needs to be updated on any changes in the topic area. It is assumed the potential participant has the knowledge and is familiar with the issues in the topic area.

“Advanced” – the information in the seminar is in-depth on a specific area of a topic and tends to be more technically specialized. The potential participant deals with the topic area on a day-to-day basis and needs more in-depth information in a specific issue of the topic area. It is assumed the potential participant has solid background knowledge and is very familiar with issues in the topic area. They may also specialize or want to specialize in the area.

Course Leaders

Our course leaders are committed professionals who lend their time and talent to our professional development programs.

Course leader biographies are available on the CPA Ontario website.

CPA Ontario reserves the right to substitute another qualified instructor for the name listed in the catalogue.

If you are interested in becoming an instructor, please forward your resume and cover letter to Jeff Charlesworth by email at jcharlesworth@cpaontario.ca. Your cover letter should include the courses or programs in your area of expertise.