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Public Practice Management

Practitioner - Self Review (On-Demand - CPA PRO)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar

Overview

This course provides a practical overview of the ethical standards that govern independence and objectivity for Canadian practitioners.

 
Access expires 180 days from purchase date

Course Description

Focusing on the risks created by self-review situations, participants will learn how to identify potential conflicts, apply safeguards, and meet the CPA Canada Rules of Professional Conduct expectations. There is also a subtle emphasis on how self-review situations can impair a practitioner’s ability to maintain objective judgment. 

Ethical Compliance Focus: 
Participants must approach scenarios professionally and apply judgment consistent with the CPA profession's core values. 

Not a Regulatory Interpretation: 
The course provides education and guidance but does not replace formal legal or regulatory advice. Participants are responsible for consulting the CPA Canada Handbook for rules and provincial regulations, as applicable. 

Documentation Exercise: 
Participants may be asked to complete exercises based on case scenarios. These exercises are designed to reinforce the practical application of ethical standards.

Applicable for

  • Staff accountants 
  • Senior associates 
  • Managers 
  • Sole practitioners 
  • Small firm partners

Learning Objectives

  • Define what creates a self-review risk under Canadian and international ethical standards
  • Identify common scenarios in Canadian practice where self-review risks arise 
  • Assess the significance of such risks using a risk-based approach
  • Apply safeguards to reduce risks to an acceptable level or decline engagements where necessary
  • Document their professional judgment and compliance with CPA Canada expectations

Content

  • Ethical Foundations 
  • Identifying a Self-Review Risk 
  • Identifying Self-Review in Practice 
  • Risk Assessment and Documentation  
  • Safeguards in Action 
  • Practice Management Considerations 
  • Case Studies and Application 

Course Content Created: November 2025

The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

Presenter

Jennifer Kidzun, CPA, CTP

About This Product

On-Demand Courses by CPA PRO are either video recordings from live seminars, or video recordings produced specifically for the on-demand audience. Slides and any corresponding handout materials are included where available.These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.

Note that some courses comprise both formal instruction and self-directed exercises. In such cases, participants must complete both components to claim full CPD hours, or must reduce their reported CPD hours accordingly.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Level up with CPA PRO. Designed by the CPA profession for CPAs, these courses help you adapt to industry changes and advance your career with the latest industry content delivered in a way that works
PLDP Wordmark
Course Details
Cost
$120
Members
$130
Non-Members
Eligible Hours
2
CPD Hours
0.5
Ethics Hours
0
AML Hours
Passport
3
Credits
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

Public Practice Management

Practitioner - Self Review (On-Demand - CPA PRO)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
Course Details
Cost
$120
Members
$130
Non-Members
Eligible Hours
2
CPD Hours
0.5
Ethics Hours
0
AML Hours
Passport
3
Credits

Overview

This course provides a practical overview of the ethical standards that govern independence and objectivity for Canadian practitioners.

 
Access expires 180 days from purchase date

Course Description

Focusing on the risks created by self-review situations, participants will learn how to identify potential conflicts, apply safeguards, and meet the CPA Canada Rules of Professional Conduct expectations. There is also a subtle emphasis on how self-review situations can impair a practitioner’s ability to maintain objective judgment. 

Ethical Compliance Focus: 
Participants must approach scenarios professionally and apply judgment consistent with the CPA profession's core values. 

Not a Regulatory Interpretation: 
The course provides education and guidance but does not replace formal legal or regulatory advice. Participants are responsible for consulting the CPA Canada Handbook for rules and provincial regulations, as applicable. 

Documentation Exercise: 
Participants may be asked to complete exercises based on case scenarios. These exercises are designed to reinforce the practical application of ethical standards.

Applicable for

  • Staff accountants 
  • Senior associates 
  • Managers 
  • Sole practitioners 
  • Small firm partners

Learning Objectives

  • Define what creates a self-review risk under Canadian and international ethical standards
  • Identify common scenarios in Canadian practice where self-review risks arise 
  • Assess the significance of such risks using a risk-based approach
  • Apply safeguards to reduce risks to an acceptable level or decline engagements where necessary
  • Document their professional judgment and compliance with CPA Canada expectations

Content

  • Ethical Foundations 
  • Identifying a Self-Review Risk 
  • Identifying Self-Review in Practice 
  • Risk Assessment and Documentation  
  • Safeguards in Action 
  • Practice Management Considerations 
  • Case Studies and Application 

Course Content Created: November 2025

The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

Presenter

Jennifer Kidzun, CPA, CTP

About This Product

On-Demand Courses by CPA PRO are either video recordings from live seminars, or video recordings produced specifically for the on-demand audience. Slides and any corresponding handout materials are included where available.These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.

Note that some courses comprise both formal instruction and self-directed exercises. In such cases, participants must complete both components to claim full CPD hours, or must reduce their reported CPD hours accordingly.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

Level up with CPA PRO. Designed by the CPA profession for CPAs, these courses help you adapt to industry changes and advance your career with the latest industry content delivered in a way that works
PLDP Wordmark