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Registration Information
Institute members 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 the Institute.
Detailed instructions for using the calendar of courses and the online registration process can be printed for future reference.
Professional Development Passport Programs
The Institute is committed to helping all Ontario CAs meet their Professional Development (PD) needs in a convenient, cost-effective manner with our PD Passport Program.
The Personal PD Passport is for individual CAs 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 – over 30 per cent off the regular price for the courses. Personal PD Passport holders can register for additional courses at the discounted rate of $260 per day until July 31, 2013 (after that date, the fee will be $270 per day).
The Organization PD Passport will benefit you if more than one person in your office takes courses. It is transferable between all CAs and non-CAs 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 over 35 per cent off the regular price. Organization PD Passport holders can register for additional courses at the discounted rate of $310 per day until July 31, 2013 (after that date, the fee will be $320 per day).
Terms and Conditions
2013/2014 PD Passports are valid for courses until July 31, 2014.
PD Passports are valid for Institute 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 Passport 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. These are no waiting list 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 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. 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 is no cancellation less than eight days prior to the course date.
Transfers between courses are accepted up to eight days prior to the course. Organization PD Passport holders can send an alternate in their place if they cannot attend a course; advance notice of name change is appreciated.
Registrants who did not attend a course will be mailed the course material after the presentation. Reviewing the material may be used towards the unverifiable CPD requirements.
The Ontario Institute 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 Institute of Chartered 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
The registration fee plus HST is payable in full at the time of registration. Registrations not paid prior to the course date are NOT considered registered. Course fees can be paid by cash, electronic funds transfer, money order, cheque (made payable to the Institute of Chartered Accountants of Ontario), VISA, and MasterCard. Registrations paid by VISA or MasterCard MUST include a card number, an authorized signature, expiry date, and the authorized amount to be considered valid.
Confirmations
Confirmations are sent by mail to registered participants. If a confirmation is not received, please confirm enrolment by logging on to the Institute Professional Development website at www.icao.on.ca/PD, or call 416 969.4321.
Please do not assume you are registered unless it has been confirmed.
Please do not assume you are not registered if you have not received a confirmation in the mail.
Meals
Full-day courses include lunch and beverages. Half-day courses include beverages only. Breakfast and snacks are not provided.
Request for vegetarian meals, and information concerning specific food allergies, should be communicated two weeks prior to the course date.
PD Course Levels
Courses in our PD Catalogue are classified as Introductory, Intermediate or Advanced. This classification is from the perspective of the average general practitioner or from a mid-level accounting professional in industry as applicable. It is assumed that the attendees have the basic knowledge and awareness that a typical CA would have through the standardized education and testing models implicit in achieving the designation.
Introductory means the course would be relevant for those members with little or no background in the subject matter. It means the basics of the subject are the primary learning objective and understanding/comprehending the subject at an elementary level.
Intermediate implies that some prior knowledge of the subject is assumed, through courses or experience, and that the primary objective is to add to that basic knowledge with more in-depth concepts and examples.
Advanced means that the course content reflects the highest expectation and understanding that a generalist, but not a specialist, would normally attain or require. It assumes that the attendee has a firm foundation of the basics of the subject, can perform basic quantitative or qualitative analysis, and wishes to acquire additional understanding of advanced topics or issues.
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 Institute’s website.
The Institute 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 e-mail at jcharlesworth@icao.on.ca. Your cover letter should include the courses or programs in your area of expertise.