UFE

1. COMPREHENSIVE COURSE - SUMMER

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.

• 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

COURSE FEES

2. COMP WRITING COURSE - SUMMER

(6 Days of Instruction)

For many students, 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 students do not prepare adequately for the comp and therefore, while they perform adequately on the multi competency questions, they fail the UFE due to their lack of success on the comp. In order to prevent this from occurring, PASS offers a course aimed specifically at addressing the comp. This course will be very helpful to both first time and repeat writers. 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

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

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:

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

COURSE FEES

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

4. IFRS / PRIVATE ENTERPRISE GAAP COURSE

See the IFRS / Private Enterprise GAAP Course for a detailed description.