CPE Self-Study
Preparation, Compilation and Review Staff Essentials
Group Pricing
This product offers a group pricing option. Contact us for details.
Contact us
Accounting and Auditing
Online: 15.0
Designed to help practitioners comply with the latest developments in regulation, this online learning program will provide the comprehensive training your staff needs to be able to perform their review engagements consistently and accurately.

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.

CPE On-Demand
AICPA’s online CPE courses will operate in a variety of configurations, but only the configuration described below is supported by our technicians.

A stable and continuous internet connection is required
In order to record your completion of the online learning courses, please ensure you are connected to the internet at all times while taking the course. It is your responsibility to validate that CPE certificate(s) are available within your My Account after successfully completing the course and/or exam. Please contact us at 1.888.777 or use chat to connect with a live agent (Mon-Fri 9am-8pm ET) with any questions or concerns related to your CPE certificate(s).

Supported Operating Systems:

  • Macintosh OS X 10.10 to present
  • Windows 7 to present

Supported Browsers:

  • Apple Safari
  • Google Chrome
  • Microsoft Internet Explorer
  • Mozilla Firefox

Required Browser Plug-ins:

Note: Your course will be accessible immediately after completing your purchase. Access instructions will be shown on the Order Confirmation Screen and included in your Order Confirmation Email, or click My Account at the top of the page, select My Purchases and then My Online Learning tab.

Technical Support: Please contact us at 888-777-7077 or use chat to connect with a live agent (Mon-Fri 9am-8pm ET).

Accessibility: The Association of International Certified Professional Accountants (Association) is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association’s website, educational materials, products, and services.  The Association is committed to making professional learning accessible to all.  This commitment is maintained in accordance with applicable law.  For additional information, please refer to the Association’s Website Accessibility Policy.

If this symbol is displayed under Delivery Type on the product page, this product offers closed captioning.

For accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Product details

Who Will Benefit?

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

Key Topics

  • 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

Learning Objectives

  • 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

Since you're in the business of PC&R

Preparation, compilation and review engagements are one of your core areas of practice. And because you do so many, they are not only your bread and butter, but are significant to your firm's reputation. So if you're going to do them, do them right.

Our preparation, compilation and review program (PCRE) gives you and your staff everything you need to perform these engagements efficiently and accurately.

SSARS compliance and best practices in one product

Get up to speed with current regulations relevant to SSARS No. 21-23*, plus learn best practices that will help you reduce time and effort spent on these engagements.

What you can expect

Reliable information, effective tactics and proven strategies. You'll find them presented through real-world examples, practice exercises and case studies. PCRE helps you ensure your firm's compliance and long-term success in this key area of practice.

Courses Included:

Want to focus on specific types of engagements?

Choose from two smaller bundles:

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

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.

Ratings and reviews

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.


American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 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 specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.

Member Quantity:
Nonmember Quantity:
Estimated total:
Add to cart
CPE credits
: 15.0
NASBA Field of Study
Accounting and Auditing
Delivery Method
QAS Self-Study
Course acronym
Contact a representative for group pricing.
Telephone: 800.634.6780 (Option 1)
Contact us online
Back to Top