Plan and pass all four CPA exam sections
CPA exam requirements met and all four sections passed — state board eligibility verified against the education requirement, the application filed and the NTS issued, a section order and testing calendar built around the credit window, each section studied and passed in sequence, and the licence application filed with the experience requirement documented.
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- Invite a partner to go through it with you — you share the same progress
- 2 knowledge checks to test what you've learned
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Who it's for
Accounting graduates in the U.S. starting the CPA exam under the current core-plus-discipline model, especially those working full time and needing a structured multi-month plan they can follow alongside a job.
About this playbook
This playbook takes you from your first transcript order through the final licensure application — every stage of the CPA exam journey under the current core-plus-discipline model. You will verify your eligibility, navigate the state board application and NTS process, choose a discipline and section order, build a study system that fits around a full-time job, and execute each of the four sections in sequence. The guide covers the 18-month credit-window rule, how to choose among BAR, ISC, and TCP, how to compare review courses by question volume and price, and the experience and ethics requirements for the license itself. It does not teach accounting content — it teaches the plan and system around it. The path is built for a candidate working alongside a job, so every phase assumes limited daily study windows and a calendar measured in months, not weeks.
What you'll do, step by step
Free preview — these steps are open to read in full before you buy.
Phase 1: Clear the eligibility hurdle and secure the NTS
0/4Lay the bureaucratic groundwork: order transcripts, verify your credits map to the state board’s requirements, submit the application and fee, and receive the Notice to Schedule that authorises you to book exams. By the end of this phase you have a Prometric appointment on the calendar.
- 30 min
- 1 hour 30 min
- 1 hour
- 20 min
Phase 2: Design your exam strategy and study system
4 stepsPhase 3: Study and pass the first section
4 stepsPhase 4: Study and pass the second and third sections
5 stepsPhase 5: Pass the fourth section and complete the licensure requirements
4 stepsDetails
What you need first
A bachelor’s degree in accounting or equivalent coursework that meets your state board’s minimum education requirement to sit for the exam. Access to a computer with a reliable internet connection. A budget that covers exam fees, a review course subscription, and the licensure application fee. No active CPA review course subscription required before starting.
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About the creator
I cover CVs, interviews and career moves. My playbooks say plainly what to do first and where the time goes.
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