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EMAIL US: iwalfish@passufe.ca

COURSES

1. REPEAT WRITER COMPREHENSIVE COURSE - SUMMER

(11 Days of Instruction)

The Comprehensive Course which is offered in the summer, is intended to provide students with all of the tools they need to pass the UFE. The course consists of a combination of practice case writing sessions in which specific techniques and approaches vital to passing the UFE are taught. These techniques will be extremely useful in moving up the "competency" levels.

Separate Repeat Writer Stream -

Repeat writers will be placed in a separate stream from first time writers. A number of sessions will only be offered to repeat writers (i.e. What Went Wrong - How to Fix it and the UFE Marker Session). Also, repeat writers will be in their own group for some of the exam take-ups in order to take advantage of the fact that repeat writers have experience with case writing and the take-up approach can reflect this important fact. The technique sessions will be joint sessions with both first time and repeat writers.

  • Exclusive repeat writer sessions:

    • What Went Wrong - How to Fix it - A session led by an experienced UFE marker, focusing on common problems in case writing, and
         demonstrating simple techniques to give the marker what they are looking for
    • UFE Marker Session - Find out from a UFE marker what happens at the marking centre and walk through a multi case and learn how    a UFE Marker differentiates between "nominal", "reaching" and "competent"

  • Learn specific techniques for writing UFE cases, such as:

    • Numerical Methods - How to perform quantitative analysis quickly and effectively in order to reach at least the 'competent' level
    • Depth in Financial Accounting - Essential technique for financial accounting issues which ensures students will move from 'nominal'
         or 'reaching' competence to 'competent' once an issue is identified
    • Depth in Assurance - Focus on key planning points, relevant auditing/review procedures and a methodology for internal control and
         reporting issues
    • Analysis of Financial Statements - Learn how to analyze F/S properly (a critical skill) in Performance Measurement
    • Finance Strategies - How to analyze finance options in depth to move up competency levels

  • Learn a structured COMP WRITING APPROACH which works for all types of comps led by a UFE comp marker with extensive experience marking UFE comps.
  • Practice UFE case writing techniques and comp writing approach while writing 2 multi-competency exams and 2 comprehensive simulated exams which are professionally marked and returned promptly along with solutions and evaluation guides showing all Primary/Secondary Indicators and Competency levels.
  • Techniques reinforced and demonstrated in daily take-ups of each exam in the afternoon following the exam.
  • Learn HOW to debrief cases you write on your own to maximize the benefit from case writing.
  • Personal counselling sessions with an experienced marker.
  • Receive a PASS binder and comprehensive set of course materials (ie. cases and lecture notes), prepared for the 2011 UFE.

COURSE DATES


July 27 - Aug. 9, 2011 (11 Days)

COURSE FEES


$1,675.00 (plus $217.75 HST for a total of $1,892.75)

2. COMP WRITING COURSE - SUMMER

(6 Days of Instruction)

For many repeat writers, the Comp is their biggest challenge in passing the UFE. To quote the UFE Board of Evaluators: "Because the comprehensive simulation provides a relatively high proportion (one-third) of the opportunities to demonstrate competence, poor performance on this simulation is very difficult to overcome". This component of the UFE differs considerably from all of the exams students have confronted in University. The comp is much longer than multis, there are a large number of complex intertwined issues, extensive extraneous information is provided, and candidates must adopt a broader perspective in formulating responses. A specific approach to handle the comp is critical to passing the UFE.

Unfortunately, many repeat writers have simply not mastered the comp and this results in their downfall. To address this, repeat writers will be in their own stream for half of the course. This 6 day summer course consists of 3 components:

1. HOW TO WRITE A COMP SESSION

This session will review how to formulate a plan and organize one's response. Students will be provided with a step by step approach that will guide them through the comp. This is particularly important, as the comp is 1/3 of the exam and this session will be led by an experienced UFE Comp marker who has marked every UFE Comp since 2003.

2. COMP WALKTHROUGH SESSION

This session will allow students to apply the skills they acquire in the How to Write a Comp session. The course emphasis will be on the planning process including how to read the exam and determine the primary and secondary indicators and how to plan one's time effectively.

3. FOUR DAYS OF PRACTICE EXAM WRITING

Students will write 4 practice comps. All comps are marked and returned promptly along with solutions and evaluation guides showing all Primary / Secondary Indicators and Competency levels. In addition, each exam will be taken up in the afternoon. In addition to the above, students will have a personal counselling session with a professional marker. (As there is some overlap between the comprehensive course and the comp writing course, the comp writing course is only 3 days for students who take the comp writing course in addition to the comprehensive course.)


COURSE DATES


August 7 - August 12, 2011 (6 Days)

COURSE FEES


$920.00 (plus $119.60 HST for a total of $1,039.60)

For students taking this course along with the Comprehensive (Summer) course, the course fee is $450.00 (plus $58.50 HST for a total of $508.50)

3. WINTER UFE PREPATORY COURSE

(5 Days of Instruction)

For many students, learning how to write UFE cases is a process which may require a number of months, meaning that if they begin their case writing in the summer, there just is not enough time to master case writing in time for the UFE. (Furthermore, students in Ontario must be competent at case writing prior to the summer in order to pass the Ontario Institute School of Accountancy.) Students working in large firms will generally get an early start on their practice case writing in a fall/winter in-house program; students in small and medium sized firms are, however, left to their own devices. As a result, such students often ignore case writing, pass the CKE and then have difficulty passing the School of Accountancy and the UFE. Students in Ontario have an excellent opportunity to get started on case writing early, as many students will write the January CKE exam and know that they are attending Summer School by the end of January (when the CKE results are released). Even students who need to write the CKE in May, should still be able to set aside some time to prepare for the UFE; therefore, the dates for this UFE course do not conflict with those of the PASS Winter CKE course. The course will consist of the following components:

1. A half day course on preparing a study plan that incorporates preparation for the Ontario School of Accountancy and the UFE (as well as for the Winter CKE for those students who have not passed the January CKE sitting).
2. A full day course on UFE case writing techniques.
3. An opportunity to write two multi competency exams which will be marked professionally and returned with solutions and evaluation guides. In Toronto, both cases will be taken up in class. In Ottawa, the first case will be taken up in class. For the other case, personal counselling will be provided.
4. An opportunity to write one comp exam which will be marked professionally and returned with a solution and evaluation guide. This will help students for both the Summer School exam and the UFE. In Toronto, the case will be taken up in class. In Ottawa, the case will be marked and personal counselling will be provided.

After taking this course, you will have gained exposure to case writing by the time the summer begins; you will then be able to derive maximum benefit from the PASS courses offered in the summer comprehensive course, where you will learn additional key techniques for the UFE and further refine your case writing skills.


COURSE DATES


Toronto: Wednesday March 2 (evening)., 13, 27, April 17, May 8, 2011
Ottawa: February 20, March 13, 2011 (See schedule for remaining dates)


COURSE FEES

$595.00 (plus $77.35 HST for a total of $672.35)

4. IFRS / PRIVATE ENTERPRISE GAAP COURSE

Repeat writers will need to learn the IFRS / PE GAAP material in the 2011 Competency Map. To address this, an IFRS / PE GAAP course will be held, which will consist of a technical review and a walkthrough of a case incorporating many IFRS issues.

This 2 day course will summarize all of the technical areas in IFRS and Private Enterprise GAAP (ASPE) for which students are responsible. The first day (May 15) will be a review of material that was examined on the 2010 UFE and will be similar to the material presented in the May 2010 IFRS course. Students may find a review of this material useful. The second day (May 22) will cover the new IFRSs and ASPE sections that students are responsible for on the 2011 UFE. Simulated cases will be used to illustrate how these areas can be tested on the UFE. At the conclusion of the course, students will have a good grasp of both the technical material and how it differs from old GAAP and how to incorporate this material into cases.

Students can opt to take either the second day only (May 22) or both days (May 15 and 22).

In Ottawa, only the second day is being offered, on May 1.


COURSE DATES


IFRS Course (Toronto) - May 15, 22, 2011
IFRS Course (Ottawa) - May 1, 2011

COURSE FEES


1 Day Course - May 22, 2011 (Toronto) or May 1, 2011 (Ottawa) - $125 (plus $16.25 HST for a total of $141.25)
2 Day Course - May 15, 22, 2011 (Toronto) - $250 (plus $32.50 HST for a total of $282.50)

PROGRAM OPTIONS

In order to fully benefit from the above courses, candidates can choose one of the two available Programs, incorporating the above courses.

Program 1 Complete Repeat Writers Program Fee - Includes (1) Winter Course (2) Repeat Writer Comprehensive Course Summer (3) Comp Writing Course

$2,500.00 (plus $325.00 HST for a total of $2,825.00)

Program 2 Winter/Summer Repeat Writers Program Fee - Includes (1) Winter Course (2) Repeat Writer Comprehensive Course Summer

$2,125.00 (plus $276.25 HST for a total of $2,401.25)

An opportunity for repeat writers to meet with Michael and Ira and review last year's result.
IFRS / ASPE 1 Day IFRS/ASPE Course - $125 (plus $16.25 HST for a total of $141.25)
2 Day IFRS/ASPE Course - $250 (plus $32.50 HST for a total of $282.50)



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300 Sheppard Ave West, Suite 100
Toronto, Ontario M2N 1N5
Canada
Telephone (416) 224-9929
Fax (416) 224-9099
iwalfish@passufe.ca

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