How to Build a Technical Study Plan

By Bryce Cross, MFin, CPA, Academic Advisor, Learner Support
Apr 20, 2026
Photo credit: Canva
If you've called our Learner Support line recently, you're not alone. We've been hearing from a lot of CFE candidates who are staring down the e-books and wondering the same thing: where do I even start?

It's a fair question. The e-books are comprehensive by design: they're meant to serve candidates across a wide range of backgrounds and needs. But that comprehensiveness can feel overwhelming when you're trying to figure out what to prioritize for your specific role. If this sounds familiar, we have a strategy worth trying.
 

A Strategy to Focus on What Matters Most

This strategy involves getting a big-picture view of the competencies that matter most for your role, so you can focus your energy where it counts. Here's how it works: 


Step 1: Review Past Cases and Exams

Pull out your old elective cases, Capstone 2 cases, and past CFEs. If you're an assurance writer, for example, you likely have a solid collection to work with. Set aside a morning and go through them systematically, logging each Assessment Opportunity (AO) you come across into a spreadsheet with three columns:
  1. Source - where the AO came from (e.g., ASU Elective PC1)
  2. Type of AO - what the competency is actually asking (e.g., Risk of Material Misstatement at the Overall Financial Statement Level)
  3. Notes - any context that helps clarify what the AO required


Step 2: Identify Patterns and Gaps

Once your list is built, step back and look for patterns. Certain competency types will start to appear again and again. Those patterns are your signals. From there, work through each competency on your list and give yourself an honest assessment. Do you actually understand the relevant standards and concepts? Could you explain them clearly? If the answer is “no”, or even “maybe”, that's your cue to open the e-book to the pages that address that competency.


Why This Approach Works

One of the hardest parts of studying isn't the studying itself: it's getting started. This approach gives you a concrete roadmap and a manageable list to work through, which makes it much easier to build momentum. Instead of feeling like you need to absorb everything, you're working toward something specific. It won't tell you everything you need to know, but it will point you toward what matters most. And sometimes, that's exactly what you need to get going.


Get Support and Keep Learning

We’re always happy to give you feedback about your study plan, or discuss how to build one together: book with Learner Support today. 

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About the Author

Bryce Cross, MFin, CPA, enjoys connecting with learners as an Academic Advisor and collaborating with colleagues while leading Special Projects at the CPA Western School of Business. When he’s not immersed in all things CPA, Bryce lectures in accounting and pursues his PhD at Saint Mary’s University. Outside of work, he loves exploring international cuisine and hitting the trails, his way of “touching grass” and finding balance.