Printable Guide

Getting Started with CPAexcel

Print and follow these instructions to walk through a typical CPAexcel study session.

1. Sign In

Direct your browser to www.cpaexcel.com and click "Login" at the top right of your screen. In the resulting pop-up window, click “Login” again and enter the username and password you were provided via email. Note that "user" is part of your username. Alternatively you may launch the installed version of CPAexcel with the icon on your desktop. In this case you will be asked to provide the serial number also included in your email.

2. Create Your Study Plan

Once your CPAexcel Home Page loads, locate the Welcome Panel and click the link to "Set Up Your Exam Plan!"

Follow the easy steps in the Exam Planner to enter dates or available study hours and create a timeline that schedules exam events (e.g. apply to sit) and study assignments. When you have your desired plan, click "Save" and then "Close" to load your Personalized Exam Plan (PEP) into CPAexcel.

3. Locate and Open your First Assignment

The Welcome Panel now contains an Assignment Summary listing your current and upcoming events and assignments. Click the title of your current assignment to load the Table of Contents (TOC) and the overview of the first lesson in the assignment.

4. Learn

Scan the lesson objectives to get a sense of the content and skills you’re going to cover in this session. Then click "Lecture" to view your professor’s overview of the most important concepts.

Return to the Lesson Overview by clicking the lesson title in the TOC or the house icon on the mini-navigation bar. Notice that your study time has been recorded. Now go into more depth and expand your knowledge by opening and reading the "Study Text"

5. Practice

Assess your Initial knowledge retention by answering the "Proficiency Questions" (PQs). PQs are simple questions designed to test your comprehension and recall of facts. Answer all the PQs and click "Grade" to view your score.

If you did not achieve a 90% or better, consider returning to step 4 before going further. If you did receive a 90%+ score, move on to Exam Questions (EQs) to further practice and reinforce your knowledge.

6. Review

Upon completing the EQs in Exam Mode you will automatically return to the Lesson Overview and be presented your grade. If your score was less than 90% you should carefully review your results via the "Details" and retake missed questions.

If you are having difficulty with a particular piece of material, consider viewing the flashcards or checking the Mentored Discussion archive. If you’re still having difficulty, post a question for your Mentor to answer.

CPAexcel recommends remaining on a lesson until a 90% overall proficiency is reached. This includes Task-Based Simulations for the lessons that contain them. Once the progress icon turns green and you reach 90%, take a break then move on to the next lesson.

7. Repeat

Repeat this process for all the lessons in your current assignment and then return to the home page by clicking “Home” on the main navigation bar. Open your course syllabus in the Course Manager and view your assignment grade to confirm completion (you may need to regrade the assignment via the drop down menu).

Congratulations!

You have just created your Personalized Exam Plan (PEP) and completed your first CPAexcel Study Session. We hope this short tutorial has answered your questions. Call us at 888.884.5669 (North America) or 928.204.1066 (International) if you require additional information or assistance.

Join us for a live version of this quick start guide. Several free webinars are offered each week.
Register at efficientlearning.webex.com