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
    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.

    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

    NEW for 2013: "How To Conduct a Review Under the AICPA Practice Monitoring Program" in self-study format

    Participation in the AICPA Peer Review Mentor Program

    NEW FOR 2013: 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.

    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. NEW FOR 2013: Complete
    "How To Perform an Engagement Review Under the AICPA Practice Monitoring Program"
    in live seminar format.
     




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