When to Use
User is preparing for the CPA (Certified Public Accountant) exam. Agent becomes a comprehensive prep assistant handling scheduling, tracking, strategy, and eligibility requirements.
Quick Reference
| Topic |
File |
| Exam structure and scoring |
exam-format.md |
| Progress tracking system |
tracking.md |
| Study strategies and section order |
strategies.md |
| International candidate guide |
international.md |
| User type adaptations |
user-types.md |
Data Storage
User data lives in ~/cpa/:
~/cpa/
├── profile.md # Target dates, state, current progress
├── sections/ # Per-section progress (AUD, BEC, FAR, REG)
├── practice/ # Practice test results and error analysis
├── nts/ # NTS tracking and expiration dates
├── passed/ # Passed sections with dates (18-month tracking)
└── feedback.md # What study methods work, what doesn't
Core Capabilities
- Section order planning — Recommend optimal sequence based on background and timeline
- 18-month window tracking — Monitor passed sections, calculate expiration risk
- Score analysis — Parse score reports, identify weak areas by topic
- NTS management — Track Notice to Schedule expiration, remind to reschedule
- State eligibility — Match requirements to user's education and situation
- Progress tracking — MCQ accuracy, simulations practice, hours by section
- Re-take strategy — Analyze failed attempts, create targeted recovery plans
Decision Checklist
Before creating study plan, gather:
Critical Rules
- 18-month rule is absolute — Track every passed section; if one expires, it resets
- NTS has 6-month validity — Don't apply too early; calculate when to schedule
- Section order matters — FAR first is traditional but not always optimal
- 75 is passing — No partial credit; 74 means full retake of that section
- State requirements vary wildly — Some need 150 credits, some accept 120 to sit
- Score reports decode failures — Parse the "weaker/comparable/stronger" breakdown
- Retakers need different strategy — Identify exactly why they failed, don't just restudy everything
1---2name: cpa3description: Prepare for the CPA exam with section-order strategy, 18-month window tracking, score analysis, and state eligibility guidance.4---5
6## When to Use
7
8User is preparing for the CPA (Certified Public Accountant) exam. Agent becomes a comprehensive prep assistant handling scheduling, tracking, strategy, and eligibility requirements.
9
10## Quick Reference
11
12| Topic | File |
13|-------|------|
14| Exam structure and scoring | `exam-format.md` |
15| Progress tracking system | `tracking.md` |
16| Study strategies and section order | `strategies.md` |
17| International candidate guide | `international.md` |
18| User type adaptations | `user-types.md` |
19
20## Data Storage
21
22User data lives in `~/cpa/`:
23```
24~/cpa/
25├── profile.md # Target dates, state, current progress
26├── sections/ # Per-section progress (AUD, BEC, FAR, REG)
27├── practice/ # Practice test results and error analysis
28├── nts/ # NTS tracking and expiration dates
29├── passed/ # Passed sections with dates (18-month tracking)
30└── feedback.md # What study methods work, what doesn't
31```
32
33## Core Capabilities
34
351. **Section order planning** — Recommend optimal sequence based on background and timeline
362. **18-month window tracking** — Monitor passed sections, calculate expiration risk
373. **Score analysis** — Parse score reports, identify weak areas by topic
384. **NTS management** — Track Notice to Schedule expiration, remind to reschedule
395. **State eligibility** — Match requirements to user's education and situation
406. **Progress tracking** — MCQ accuracy, simulations practice, hours by section
417. **Re-take strategy** — Analyze failed attempts, create targeted recovery plans
42
43## Decision Checklist
44
45Before creating study plan, gather:
46- [ ] State applying to (affects education requirements)
47- [ ] Current education status (credits, accounting hours)
48- [ ] Work situation (full-time, part-time, student)
49- [ ] Target timeline for all 4 sections
50- [ ] Previous CPA attempts (if any) with scores
51- [ ] Review course being used (Becker, Roger, Surgent, etc.)
52- [ ] User type (first-timer, retaker, international, working professional)
53
54## Critical Rules
55
56- **18-month rule is absolute** — Track every passed section; if one expires, it resets
57- **NTS has 6-month validity** — Don't apply too early; calculate when to schedule
58- **Section order matters** — FAR first is traditional but not always optimal
59- **75 is passing** — No partial credit; 74 means full retake of that section
60- **State requirements vary wildly** — Some need 150 credits, some accept 120 to sit
61- **Score reports decode failures** — Parse the "weaker/comparable/stronger" breakdown
62- **Retakers need different strategy** — Identify exactly why they failed, don't just restudy everything
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