Peer Review Training for Initial Qualification 


    Note: For the Peer Reviewer Training Courses described below which are offered in live seminar format, the links go to a list of all of the dates and locations offered by state societies around the country. Please contact your State CPA Society to register for any of these courses and be sure to confirm the date and location as they are subject to change.

    Team Captain
    Before May 1, 2016 to initially qualify as a team captain on a System Review, you can:

    Complete the AICPA two-day introductory reviewer training course "
    How To Conduct a Review Under the AICPA Practice Monitoring Program" in live seminar format.

    You can also register to attend the August 3-4, 2015 How To Conduct a Review Under the AICPA Practice Monitoring Program course that will be held in conjunction with the Peer Review Conference at the InterContinental New Orleans in New Orleans, Louisiana.

    Alternatively, you can initially qualify as a team captain by completing one "theory" option and one "practical application" option from the matrix below.
       

    Theory

    Practical Application

    Day 1 of How To Conduct a Review Under the AICPA Practice Monitoring Program in live seminar format

    Day 2 of How To Conduct a Review Under the AICPA Practice Monitoring Program in live seminar format

     "How To Conduct a Review Under the AICPA Practice Monitoring Program" in self-study format

    Participation in the AICPA Peer Review Mentor Program

    Peer Review Competency Exam

     


    Timing
    If you choose to participate in the Mentor Program, mentoring must be completed within the 12 months after completion of "How To" live seminar - Day 1, "How To" self-study or Competency exam.

    If you choose to take only Day 2 of the "How To" live seminar course, "How To" live seminar - Day 2 must be completed within the 90 days after completion of the "How To" self-study or Competency exam.

    These options will no longer be eligible after May 1, 2016

    Review Captain
    To initially qualify as a review captain on an Engagement Review, you can:

     

    1. Meet the initial qualification requirements for a System Review team captain, OR

     

    2. Complete the first day of the AICPA two-day introductory reviewer training, "How To Conduct a Review Under the AICPA Practice Monitoring Program" in live seminar format, OR

    3. Complete
    "How To Perform an Engagement Review Under the AICPA Practice Monitoring Program"
    in live seminar format.
     

    These options will no longer be eligible after May 1, 2016.

    After May 1, 2016 to initially qualify as a team captain on a System Review or as a review captain on an Engagement Review, you must:

    1. Complete the online peer reviewer curriculum "Becoming an AICPA Peer Review Team or Review Captain". The online peer reviewer curriculum is a series of modules that are similar to self-study on-demand courses. The modules must be taken sequentially and each module will contain a final exam that is designed to comply with NASBA CPE Standards and is similar to competency assessments in other on-demand self-study CPE courses. This curriculum will be available at cpa2biz.com.

    2. Complete the "Becoming an AICPA Peer Review Team or Review Captain: Study Applications" in a live seminar format. This course features realistic case studies that encompass the most important elements of a system review, as well as several case studies pertaining to an engagement review.

    Timing
    The "Becoming an AICPA Peer Review Team or Review Captain: Case Study Applications" must be completed within the 12 months after the completion of the peer reviewer curriculum.




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