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Centre for mentoring resources

These materials are designed to support your work helping future CPAs develop the competencies expected of a professional accountant.

The resources are categorized by phases that occur during the lifecycle of your mentoring relationship.

Phase 1: Preparing for your mentoring relationship

Before your first informal meeting with your mentee, be sure to get familiar with CPA practical experience requirements and your responsibilities as a CPA mentor.

Factsheets:

Videos:

Phases 2 and 3: Build and establish relationship

These resources will help you with the first informal meetings you will have with your mentee.

Worksheets:

Factsheets:

Phase 4: Make progress

These resources will help you navigate formal meetings and review and report your mentee’s competency progression and development using the Practical Experience Reporting Tool (PERT).

Factsheets:

Videos:

  • The CPA Way: An Approach for Addressing Professional Problems