CPE Self-Study

Preparation, Compilation and Review Staff Essentials

  • $329.00-$419.00
    Preparation, Compilation and Review Staff Essentials Online Access Product #: 164350
    AICPA Member: $329.00
    Non-Member: $419.00
  • Contact Sales
    Contact a representative for group pricing. 800.634.6780 (Option 1) | Contact Us Product #: GT-PCRE

With its introduction of the preparation engagement, the AICPA's SSARS No. 21 standard has brought a level of change to this area of practice which hasn’t been seen in more than 30 years. Presented in 1- to 3-hour self-paced modules, this online learning program will provide you with the comprehensive training needed to consistently and accurately perform these types of engagements.

Updated to reflect the most recent changes resulting from the issuance of SSARS No. 22 and SSARS No. 23, this CPE course has been designed to help practitioners comply with the latest developments in regulation. The course combines real-world examples, practice exercises, and case studies, to create a flexible, engaging learning experience. Each module features a different "learning coach" that offers tips and best practices that will help you put the learning concepts into context.

Courses Included:

Learning Objectives

When you complete this course, you will know:

  • The performance requirements for preparation, compilation and review engagements
  • The reporting requirements associated with compilation and review engagements
  • The various financial reporting frameworks used in the preparation of financial statements

Topics Discussed

  • Preparation, compilation, and review engagement fundamentals
  • Performing preparation, compilation, and review engagements
  • Reporting on compilation and review engagements, including illustrative reports
  • Special purpose frameworks
  • Recent SSARSs developments

Who Will Benefit?

  • CPA firm staff members that perform review, compilation and financial statement preparation engagements

Want to focus on specific types of engagements?

Choose from two smaller bundles:

  • Review Engagements Series
    This 9-hour curriculum will provide the comprehensive training your staff needs to be able to perform their review engagements consistently and accurately. Learn More
  • Compilation and Preparation Engagements Series
    This 10-hour curriculum will provide the comprehensive training your staff needs to be able to perform their compilation and preparation engagements consistently and accurately. Learn More


PCPS Members Save an Additional 10%!

Login here to obtain the discount code. If you are not a member, find out more about PCPS Membership benefits. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

Group Training

Purchasing multiple enrollments for your organization? Contact a representative by completing a brief Online Form or calling 800.634.6780 (option 1) for information on a discounted rate.


What level of knowledge should I possess prior to starting the Preparation, Compilation and Review Staff Essentials curriculum?
While the curriculum is designed to provide a foundational level of learning, individuals will benefit from having a basic understanding and awareness of engagements subject to Statements on Standards for Accounting and Review Services (SSARSs).

How is the curriculum material presented?
Designed to be highly interactive, this curriculum offers multiple opportunities for learning, including real-world examples, practice exercises, case studies, and a “learning coach.” Exams are presented after each course to allow you to apply what you just learned. There is no comprehensive final exam.

How long will it take me to complete?
This varies from individual to individual and is completely dependent upon the time the participant allocates to completing the coursework. A commitment of approximately 17 hours will be required for most individuals to successfully complete the curriculum.

What period of time do I have to complete the curriculum?
You have 12 months from the date of purchase to complete all the courses.

Can I complete the curriculum in any order?
It is recommended that each course in a series be completed prior to beginning the following series.

Is there any cost savings in purchasing the entire curriculum over buying courses individually?
Yes, the full curriculum costs less than buying each series individually, and each series costs less than purchasing the courses individually. Actual savings will vary for members and nonmembers.

If I were to purchase one course or series, and then decided to purchase the entire curriculum, will I still get the full bundled price savings?
Yes, as long as you haven’t already paid more than the full curriculum price. The price you paid for the engagement specific series or individual courses you have already taken will be deducted from the total curriculum price.

If I am unable to complete the entire Preparation, Compilation, and Review Staff Essentials curriculum, will I receive CPE credit for the courses I do complete?
You are not required to complete the entire curriculum to earn CPE credit. The courses are offered individually, so you will earn CPE credit for each course you take and successfully complete the exam.

System Requirements

About the Authors

Hugh Parker, Ph.D., CPA

Hugh has more than 25 years of experience in accounting, auditing, business valuation, and litigation support in local and regional firms. A PhD as well as a CPA, Parker has taught CPA continuing education courses across the country, and has been recognized by the American Institute of Certified Public Accountants as an Outstanding CPE Instructor.

His career includes experience teaching undergraduate and graduate accounting courses, Dean of the Else School of Management at Millsaps College and Executive Partner of HORNE LLP. Parker's volunteer service includes campaign chair of the Millsaps College Else School of Business, USM College of Business Advisory Board, Boys and Girls Clubs of Central Mississippi, Boy Scouts, Mississippi Special Olympics, and the Mississippi Symphony Orchestra.

Kimberly Burke, Ph.D.

Dr. Burke, professor of accounting, is the Dean at Millsaps College’s Else School of Management. She began her position on July 1, 2012. She oversees the undergraduate business program, an MBA program, an Executive MBA program, and a Master of Accountancy program. As an accounting professor, Dr. Burke has taught a variety of classes including undergraduate and graduate auditing, intermediate and advanced accounting, accounting information systems, principles of financial accounting and introduction to liberal studies. In 2008, she was recognized by the Carnegie Foundation for the Advancement of Teaching and the Council for Advancement and Support of Education as the Mississippi Professor of the Year.

Dr. Burke holds a B.B.A. and an M.S. in accounting from Texas Tech University and a Ph.D. from Oklahoma State University. She joined the Millsaps faculty in 1995. Her research interests include the labor market for academics, assurance services, expectations formation and gender issues. Her research has been published in multiple publications including Advances in Accounting, Southern Economic Journal, Journal of Information Systems, Journal of Service Marketing and Internal Auditing.

About the Publisher


About the AICPA The American Institute of CPAs is the world’s largest member association representing the accounting profession, with more than 412,000 members in 144 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting. The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialty credentials for CPAs who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. Through a joint venture with the Chartered Institute of Management Accountants, it has established the Chartered Global Management Accountant designation, which sets a new standard for global recognition of management accounting.

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