Curated Course Collections

Developing a cohesive education and professional development plan for all the members of your team can take a significant investment of time and planning. 

CTCPA’s new Curated Course Collections are here to help. We’ll provide you with recommended tracks of live programs and self-study organized by staff level and career focus. Members of your team can choose the delivery methods and schedules that work best for them. 

Our curated audit collection is designed to take staff from new hire to experienced senior in four levels and a variety of training options, ranging from instructor-led classes and webinars to online self-study. The curriculum includes both underlying concepts and hands-on application - plus the nontechnical business skills like client engagement management, critical thinking, business writing, and more. 

Level 1   (Up to one year of experience)

Built for new audit professionals with up to one year of experience,  the Audit - Level 1 track will help your new staff understand and improve essential audit, review, and compilation skills while learning the critical business skills necessary to become a valuable part of your team.

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Level 2   (One to two years of experience)

Designed for audit professionals with one to two years of experience, the Audit - Level 2 track will help your more experienced staff maximize profits with more independence and autonomy.

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Level 3   (Two to three years of experience)

Curated for audit professionals with two to three years of experience, the Audit - Level 3 track will help your staff take on more responsibility to step into a supervisory role while improving audit planning and completion.

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Level 4   (Four-plus years of experience)

Hand-picked for audit professionals with more than four years of experience, the Audit - Level 4 track will focus on helping your staff become a valuable part of the management to help grow the firm by maintaining audit, review, and compilation knowledge while sharpening management and communication skills.

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Our curated tax collection is designed to walk staff through the ever-changing, complex world of tax - whether they're in their first tax season or have decades of experience. In addition to the intricacies of tax preparation, compliance, and planning, participants will gain the necessary business skills to improve client management, business writing, and more, in a convenient mix of instructor-led programming, webinars, and online self-study.

Level 1   (New staff)

Designed for new tax professionals, the Tax - Level 1 track will give new professionals the skills they need to both confidently prepare taxes and hone basic business skills. 

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Level 2   (Junior staff)

Curated for junior staff, the Tax - Level 2 track will help your staff broaden their engagement scope and move into a supervisory role at the firm. 

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Level 3   (Senior staff and supervisors)

Hand-picked for experienced seniors and supervisors, the Tax - Level 3 track will help your more experienced staff make the transition from preparing taxes to planning and advising clients on more complex taxation matters while taking on more responsibility at the firm.

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Level 4   (Tax managers and directors)

Designed for tax managers and directors, the Tax - Level 4 track will help these experienced professionals hone advanced technical skills and maximize profits for the firm.

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