Course curriculum

  • 2

    1 - Getting ready for CFE

    • 1.0 - Study space

    • 1.1 - Study tools

    • 1.2 - Study plan

    • 1.3 - Time off

    • 1.4 - Study partner

  • 3

    2 - Basics of CPA Certification Program

  • 4

    3 - Why candidates fail

    • 3.0 - Exam anxiety

    • 3.1 - Bad technical skills

    • 3.2 - Bad case writing skills

    • 3.3 - Bad strategy

  • 5

    4 - Why candidates succeed

  • 6

    5 - Efficient case writing

  • 7

    6 - Introduction to Days 2 & 3

  • 8

    7 - Approach to Day 2: Assurance (AS) Role

    • 7.0 - Approach: The Honour Roll method

    • 7.1 - Triggers

    • 7.2 - Tactics

    • 7.3 - (1) Budget time

    • 7.4 - (2) Overview the case

    • 7.5 - (3) Read few sentences

    • 7.6 - (4) Search for Requireds & Outline

    • 7.7 - (5) Detailed read

    • 7.8 - (6) Breathe, rank, allocate remaining time

    • 7.9 - (7) Write your memo

  • 9

    7 - Approach to Day 2: Performance Management (PM) Role

    • 7.0 - Approach: The Honour Roll method

    • 7.1 - Triggers

    • 7.3 - (1) Budget time

    • 7.4 - (2) Overview the case

    • 7.5 - (3) Read few sentences

    • 7.6 - (4) Search for Requireds & Outline

    • 7.7 - (5) Detailed read

    • 7.8 - (6) Breathe, rank, allocate remaining time

    • 7.9 - (7) Write your memo

  • 10

    7 - Approach to Day 2: Finance (FI) Role

    • 7.0 - Approach: The Honour Roll method

    • 7.1 - Triggers

    • 7.2 - Tactics

  • 11

    7 - Approach to Day 2: Tax (TX) Role

    • 7.0 - Approach: The Honour Roll method

    • 7.1 - Triggers

    • 7.2 - Tactics

  • 12

    8 - Approach to Day 3

    • 8.0 - Approach: The Honour Roll method

    • 8.1 - Triggers

    • 8.2 - Tactics

    • 8.3 - (1) Budget the hours

    • 8.4 - (2) Understand the case

    • 8.5 - (3) Read the narrative, searching for requireds

    • 8.6 - (4) Rank and allocate remaining time

    • 8.7- (5) Write your memo

  • 13

    9 - Templates

    • 9.0 - Templates: Financial Reporting (FR) [PDF]

    • 9.1 - Templates: Management Accounting (MA) [PDF]

    • 9.2 - Templates: Assurance (A) [PDF]

    • 9.3 - Templates: Strategy & Governance (G) [PDF]

    • 9.4 - Templates: Finance (F) [PDF]

    • 9.5 - Templates: Tax (T) [PDF]

  • 14

    10 - Practice Cases, Drills, Solutions

    • 10.0 - Practice cases, drills, solutions [75 PDFs]

    • 10.1 - Memory aids

  • 15

    11 - Technicals: FR

    • 11.0 - Technicals: FR [45 PDFs]

  • 16

    12 - Technicals: TX

    • 12.0 - Technicals: TX [72 PDFs]

  • 17

    13 - Technicals: AS

    • 13.0 - Technicals: AS [44 PDFs]

  • 18

    14 - Technicals: FI

    • 14.0 - Technicals: FI [use eBook]

  • 19

    15 - Technicals: MA and SG

    • 15.0 - Technicals: MA and SG [use eBook]

  • 20

    16 - Introduction to Day 1

    • 16.0 - Day 1 Blueprint

    • 16.1 - Day 1 passing profile

    • 16.2 - Study strategies

    • 16.3 - Approach

  • 21

    17 - Situational analysis framework

    • 17.0 - Approach

    • 17.1 - Triggers

    • 17.2 - Tactics

    • 17.3 - Templates

  • 22

    18 - Analysis of major issues - Qual

  • 23

    19 - Analysis of major issues - Quants

    • 19.0 - Approach

    • 19.1 - Triggers

    • 19.2 - Tactics

    • 19.3 - Templates

  • 24

    20 - Operational issues

  • 25

    21 - Conclude and advise

    • 21.0 - Approach

    • 21.1 - Triggers

    • 21.2 - Tactics

    • 21.3a - Templates - Specific recommendations

    • 21.3b - Templates - Overall recommendation

  • 26

    22 - Communication

    • 22.0 - Approach

    • 22.1 - Tactics

  • 27

    23 - Historical CFE data (2006-2019)

    • 23.0 - Historical AOs: FR/MA

    • 23.1 - Historical AOs: AS role

    • 23.2 - Historical AOs: PM role

    • 23.3 - Historical AOs: FI role

    • 23.4 - Historical AOs: TX role

    • 23.5 - Historical AOs: Day 3

    • 23.6 - Historical AOs: Day 1

  • 28

    24 - Day 1 Demo

    • 24.0 - Weak Day 1 response

    • 24.1 - Strong Day 1 response

  • 29

    25 - Day 2 Demo

    • 25.0 - Weak Day 2 case

    • 25.1 - Strong Day 2 case

  • 30

    26 - Day 3 Demo

    • 26.0 - Weak Day 3 case

    • 26.1 - Strong Day 3 case

  • 31

    27 - Interviews with top writers

    • 27.0 - Matt

    • 27.1a - Jonathan (Part 1/2)

    • 27.1b - Jonathan (Part 2/2)

  • 32

    28 - Packing for CFE

    • 28.0 - Rite of passage

    • 28.1 - Debrief and rest

  • 33

    29 - Wait for results day

    • 29.0 - Wait for the results day

  • 34

    30 - CFE results day

    • 30.0 - CFE results day

  • 35

    31 - Survey, course feedback, next steps...

    • 31.0 - More resources for you

    • 31.1 - Before you go...

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Lesson 7.6: Walkthrough of Day 2 Case

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  • Video lessons, handouts, templates, study plans, technical study notes, sample answers, interviews, historical exam data and much more

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  • Step-by-step walkthrough and outlines of actual CFE cases

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Lesson 6.4: Hitting Depth