My CPA Journey – PERT – 7 Months Recognized via Experience Verification Route (EVR)

Today was a great day for me – I found out I passed Core 2 (note: the Core 2 results have since been removed from the website so I suspect it was a glitch causing the results to be released one week early) and I received the assessment back for my PERT report.

Read all CPA PERT posts here.

Last night, I was about done scrolling on my phone before bed when I got the email from CPABC letting me know the assessment was completed. Sadly, My CPA portal was down so I wasn’t able to access the PERT portal. The email did not specify how the assessment went (e.g., any duration recognized) so I had a bad night’s of sleep wondering about it. I “found out” I got Level 0 again in my half-awake, half-dream state and was so defeated. Thankfully, it was just a dream!

If you have read my last post about me getting Level 0s (meaning no duration recognized), you would know that I put a lot of effort into the resubmission. I was lucky to have my CPA mentor (a good CPA mentor is everything) and my manager helped me with the submission by reminding me what I do day-to-day and also to critique my responses (e.g., add more info when required). My rational mind was telling me I couldn’t have failed again but my irrational mind was also telling me that I must have missed something.

RELATED POST – CPA PERT – Technical Competencies Examples

When I was finally able to login to the PERT portal, the first thing I saw was that 7.69 months were recognized. When I took a closer look at the feedback, I found out that I got:

– 2 out of 3 submitted Level 1s under technical competencies, and
– 2 out of 2 submitted Level 1s under enabling competencies

~ More CPA Posts ~
CPA PEP Core 1 – How to Study for the Module and the Exam
CPA PERT – Ultimate Guide on How to Get Your First Experience Report via EVR Approved
CPA PERT – Enabling Competencies Examples
Densmore for CPA PEP – Are The PEP Essentials Packages Worth It?
CPA PEP Module – Regular Module or Extended Module?

This was really good news for me. Not only will this get me closer to certification, but it also makes me feel more equipped to share some tips I have gathered from submitting the 2 reports and talking to other candidates at various stages.

RELATED POST – What To Do When You Change Job Under Experience Verification Route (EVR)

Many CPA candidates I know who work in the industry (not on pre-approved route) struggle with their PERT requirements. A surprising portion of them wrote the CFE before they even submitted their first PERT report. After going through this myself, I see the pain points. The writing itself is not easy but getting the appropriate experience also requires a lot of planning. I will write a post on this topic (Jul 18: the Ultimate CPA PERT Guide is here) this weekend but until then, I am off to celebrate the 2 wins today with some Netflix 🙂