How to maintain your candidate profile

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How to maintain your candidate profile

It is important to keep your candidate profile complete and up to date so that you may continue to apply to job notices and receive offers of employment.

How to add your education to your candidate profile

A maximum of 20 education factors can be added to your candidate profile.

Before you begin

  • What is an education factor? An education factor refers to your educational achievement, whether it is an individual course or a certificate, college diploma, university degree, or a professional designation.
  • What are minimum education standards? Minimum education standards are the minimum education requirements necessary to perform the work in a given occupational group. Check the CRA’s minimum education standards for the educational requirements of each occupational group.
  • Have an electronic copy of your proof of education (such as your diploma or transcript) ready for uploading.
  • For some jobs that require knowledge of accounting, you must have successfully completed specific courses from a recognized post-secondary institution or professional accounting association. See How to add accounting credentials for instructions to add these courses as an education factor.

How to add an education factor

  1. To begin, click the Add education factor link to open the “Add education factor” window.
  2. Select the type of education factor you wish to add from the options below. Follow the instructions for what to include in each field.

How to add a diploma, degree, or certificate

Follow these instructions to add a diploma, degree, or certificate:

Follow these instructions to add a diploma, degree, or certificate
In this field Enter the following information
Educational institution or association
  • Enter the name of the educational institution
Start date
  • Enter the date you began the education
Education underway
  • Tick this box if this education item is in process, otherwise leave it blank
  • Ticking this box will remove the end date field
End date
  • Enter the date you successfully completed the education
Educational level
  • Choose your education level from the drop-down menu
  • Choose other or N/A only if none apply

Credential

  • Choose the credential you received from the drop-down menu
  • Choose other or N/A only if none apply
Area of Study / Acquired rights / Education standard alternatives
  • Choose the area of study from the drop-down menu
  • Choose “other” only if none apply
Field of Study / Acquired rights / Education standard alternatives
  • Choose the field of study from the drop-down menu
  • Choose “other” or N/A only if none apply
Field of study 2
  • Enter your second field of study or leave blank
Field of study 3
  • Enter your third field of study or leave blank
Is this education completed?
  • Enter either Yes or No
Description
  • Enter additional information you wish to provide about this education factor
Save and add attachments
  • Click Save and add attachments
  • Attach a scanned copy of your diploma, degree, certificate, course transcripts, or Canadian equivalency document
  • Compress your documents if they are too large to upload
  • Click I'm finished managing education attachments
  • Click Save

How to add acquired rights

Having acquired rights is also known as being “grandfathered”. It means that you have been deemed to meet the minimum education standard of an occupational group and level. Acquired rights are granted in the federal public service to provide protection to permanent employees. If the minimum education standard is raised for an occupational group and level, permanent employees in that group will be deemed to meet it based on their education, training, and/or experience in that group and level. Check the CRA’s minimum education standards to see if acquired rights apply to your occupational group and level.

Follow these instructions to add your acquired rights:

Follow these instructions to add your acquired rights
In this field Enter the following information
Educational institution or association
  • Enter CRA-Acquired Rights
Start date
  • Enter the issue date of the acquired rights letter
  • If you did not receive an acquired rights letter, enter the date you began the position in which you received acquired rights
Education underway
  • Leave blank
End date
  • Enter the day after the start date
Educational level
  • Choose N/A from the drop-down menu
Credential
  • Choose N/A from the drop-down menu
Area of Study / Acquired rights / Education standard alternatives
  • Choose Acquired rights
Field of Study / Acquired rights / Education standard alternatives
  • Choose the acquired rights that match your acquired rights letter
Field of study 2
  • Leave blank
Field of study 3
  • Leave blank
Is this education completed?
  • Enter Yes
Description
  • Enter additional information you wish to provide about this education factor
Save and add attachments
  • Click Save and add attachments
  • Attach a scanned copy of your acquired rights letter
  • Compress your documents if they are too large to upload
  • Click I'm finished managing education attachments
  • Click Save

How to add an education standard alternative

There are minimum education standards for all of the CRA’s occupational groups. The education standard for certain groups includes CRA-approved alternatives, which are deemed to meet the standard. See the CRA’s minimum education standards for details.

For example, the CRA-approved alternative to a secondary school diploma is a satisfactory score on the General Intelligence Test (GIT 320), with a pass mark of 80; or an acceptable combination of education, training and/or experience. The CRA-approved alternative to university graduation is a satisfactory score on the General Intelligence Test (GIT 310) with a pass mark of 68; or an acceptable combination of education, training and/or experience.

Follow these instructions to add your education standard alternative:

Follow these instructions to add your education standard alternative
In this field Enter the following information
Educational institution or association
  • Enter Education standard alternative
Start date
  • Enter the day the test was taken
Education underway
  • Leave blank
End date
  • Enter the day after the test was taken
Educational level
  • Choose N/A from the drop-down menu
Credential
  • Choose N/A from the drop-down menu
Area of Study / Acquired rights / Education standard alternatives
  • Choose Educational standard alternative from the drop-down menu
Field of Study / Acquired rights / Education standard alternatives
  • Choose N/A from the drop-down menu
Field of study 2
  • Leave blank
Field of study 3
  • Leave blank
Is this education completed?
  • Enter Yes
Description
  • Enter additional information you wish to provide about this education factor
Save and add attachments
  • Click Save and add attachments
  • Attach a scanned copy of your assessment results, or other supporting documents such as a résumé outlining the relevant experience
  • Compress your documents if they are too large to upload
  • Click I'm finished managing education attachments
  • Click Save

How to add accounting credentials

If you have an accounting designation

If you have a Chartered Professional Accountant (CPA), Certified General Accountant (CGA), Chartered Accountant (CA), and/or Certified Management Accountant (CMA) designation, follow the instructions below to add it.

If you are working toward a designation, see “If your accounting course was obtained from a recognized post-secondary institution” for instructions.

Follow these instructions to add accounting credentials:

Follow these instructions to add accounting credentials
In this field Enter the following information
Educational institution or association
  • Enter your designation, CPA, CGA, CMA, CA
Start date
  • Enter the date of issue of the membership card or the date of your annual fees invoice
Education underway
  • Leave blank
End date
  • Enter the day after the start date
Educational level
  • Choose Professional association/body from the drop-down menu
Credential
  • Choose Designation from the drop-down menu
Area of Study / Acquired rights / Education standard alternatives
  • Choose Administration from the drop-down menu
Field of Study / Acquired rights / Education standard alternatives
  • Choose Accounting from the drop-down menu
Field of study 2
  • Leave blank
Field of study 3
  • Leave blank
Is this education completed?
  • Enter Yes
Description
  • Enter additional information you wish to provide about this education factor
Save and add attachments
  • Click Save and add attachments
  • Attach a scanned copy of your membership card or your annual fees invoice
  • Compress your documents if they are too large to upload
  • Click I'm finished managing education attachments
  • Click Save

If your accounting course was from a recognized post-secondary institution

Before adding your accounting credentials, compare your accounting courses to the CPA’s prerequisite modules to see if they meet the provincial/regional equivalency requirements:

  • Go to the CPA provincial/regional website of your educational institution:
  • Select the postsecondary institution link where you took the course.
  • Open the institution's CPA equivalency table OR open the regional equivalency table link and find the institution's course names/codes on the equivalency table to determine the equivalent CPA courses. Note that some regions show all postsecondary institutions in one table.
  • Find the equivalent course in Table A and click on the link to the corresponding Credential for detailed instructions on how to add the course(s) as an education factor.

If your accounting course was from the Chartered Professional Accountants

  • Find your CPA course in Table A below, and click on the link to the corresponding credential for detailed instructions on how to add the course(s) as an education factor.

Table A

Table A
CPA or equivalent course Credential to select when adding an educator factor
Introductory Financial Accounting Introductory Accounting – SP

Mandatory (all 3 required)

Introductory Financial Accounting

Intermediate Financial Reporting 1

Intermediate Financial Reporting 2

Intermediate Accounting - SP

Mandatory

Advanced Financial Reporting

Optional (two are required)

Audit and Assurance

Introductory Management Accounting

Intermediate Management Accounting

Information Technology

Accounting Specialization - AU

Introductory Accounting – SP (Services and Programs group)

Follow these instructions to add Introductory Accounting – SP (Services and Programs group):

Follow these instructions to add Introductory Accounting – SP (Services and Programs group)
In this field Enter the following information
Educational institution or association
  • Enter the name of the post-secondary institution
Start date
  • Enter the date you began your courses
Education underway
  • Leave blank
End date
  • Enter the date you finished your courses
Educational level
  • Choose the level that best applies from the drop-down menu
Credential
  • Choose Introductory accounting - SP
Area of Study / Acquired rights / Education standard alternatives
  • Choose Administration from the drop-down menu
Field of Study / Acquired rights / Education standard alternatives
  • Choose Accounting from the drop-down menu
Field of study 2
  • Leave blank
Field of study 3
  • Leave blank
Is this education completed?
  • Enter Yes
Description
  • Enter additional information you wish to provide about this education factor
Save and add attachments
  • Click Save and add attachments
  • Attach a scanned copy of your course transcript
  • Compress your documents if they are too large to upload
  • Click I'm finished managing education attachments
  • Click Save

Intermediate Accounting – SP (Services and Programs group)

Follow these instructions to add these CPA or equivalent courses:

  • Introductory Financial Accounting
  • Intermediate Financial Reporting 1
  • Intermediate Financial Reporting 2

Follow these instructions to add Intermediate Accounting – SP (Services and Programs group):

Follow these instructions to add Intermediate Accounting – SP (Services and Programs group)
In this field Enter the following information
Educational institution or association
  • Enter the name of the post-secondary institution
Start date
  • Enter the date you began your courses
Education underway
  • Leave blank
End date
  • Enter the date you finished your courses
Educational level
  • Choose the level that best applies from the drop-down menu
Credential
  • Choose Intermediate accounting - SP
Area of Study / Acquired rights / Education standard alternatives
  • Choose Administration from the drop-down menu
Field of Study / Acquired rights / Education standard alternatives
  • Choose Accounting from the drop-down menu
Field of study 2
  • Leave blank
Field of study 3
  • Leave blank
Is this education completed?
  • Enter Yes
Description
  • Enter additional information you wish to provide about this education factor
Save and add attachments
  • Click Save and add attachments
  • Attach a scanned copy of your course transcript
  • Compress your documents if they are too large to upload
  • Click I'm finished managing education attachments
  • Click Save

Accounting specialization - AU (Auditing group)

Follow these instructions to add these CPA or equivalent courses:

  • Advanced Financial Reporting
  • Audit and Assurance
  • Introductory Management Accounting
  • Intermediate Management Accounting
  • Information Technology

Follow these instructions to add Accounting specialization - AU (Auditing group):

Follow these instructions to add Accounting specialization - AU (Auditing group)
In this field Enter the following information
Educational institution or association
  • Enter the name of the post-secondary institution
Start date
  • Enter the date you began your courses
Education underway
  • Leave blank
End date
  • Enter the date you finished your courses
Educational level
  • Choose the level that best applies from the drop-down menu
Credential
  • Choose Accounting specialization - AU
Area of Study / Acquired rights / Education standard alternatives
  • Choose Administration from the drop-down menu
Field of Study / Acquired rights / Education standard alternatives
  • Choose Accounting from the drop-down menu
Field of study 2
  • Leave blank
Field of study 3
  • Leave blank
Is this education completed?
  • Enter Yes or No
Description
  • Enter additional information you wish to provide about this education factor
Save and add attachments
  • Click Save and add attachments
  • Attach a scanned copy of your course transcript
  • Compress your documents if they are too large to upload
  • Click I'm finished managing education attachments
  • Click Save

How to add other accounting courses

In the following cases, the hiring manager will determine whether the courses meet the equivalency requirements or minimum education standards:

  • the course was taken at a foreign institution
  • the course was taken with a former association (CMA, CA, CGA)
  • the course name or code is not in the current CPA equivalency table

Please review the information in the Before you begin section, then upload your academic credentials (transcripts, certificates, etc.), and complete the fields related to the studies as best you can. The hiring manager may contact you for additional information.

If your document is too large to upload

  • Convert the image to black and white
  • Lower the resolution
  • Compress the file using Adobe or another software

How to edit an education factor

  • Go to the Table of education factors in your profile
  • Click on the existing Educational institution link
  • Update the required fields using instructions from the appropriate education factor listed above
  • Click Save education factor

How to delete an education factor

  • Go to the Table of education factors in your profile
  • Click the trash bin icon beside the education factor to delete it
  • Click OK to confirm


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Date modified:
2024-02-07