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 | INLINECODE0 |
| 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/:
CODEBLOCK0
Core Capabilities
- 1. 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:
- - [ ] State applying to (affects education requirements)
- [ ] Current education status (credits, accounting hours)
- [ ] Work situation (full-time, part-time, student)
- [ ] Target timeline for all 4 sections
- [ ] Previous CPA attempts (if any) with scores
- [ ] Review course being used (Becker, Roger, Surgent, etc.)
- [ ] User type (first-timer, retaker, international, working professional)
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
使用场景
用户正在备考CPA（注册会计师）考试。助手将作为全面的备考助手，负责日程安排、进度跟踪、备考策略和资格要求等事宜。
快速参考
| 主题 | 文件 |
|---|
| 考试结构与评分 | exam-format.md |
| 进度跟踪系统 |
tracking.md |
| 备考策略与科目顺序 | strategies.md |
| 国际考生指南 | international.md |
| 用户类型适配 | user-types.md |
数据存储
用户数据存放于 ~/cpa/ 目录：
~/cpa/
├── profile.md # 目标日期、所在州、当前进度
├── sections/ # 各科目进度（AUD、BEC、FAR、REG）
├── practice/ # 模拟测试结果与错题分析
├── nts/ # NTS跟踪与有效期
├── passed/ # 已通过科目及日期（18个月跟踪）
└── feedback.md # 有效与无效的学习方法
核心功能
- 1. 科目顺序规划 — 根据背景和时间线推荐最优顺序
- 18个月窗口跟踪 — 监控已通过科目，计算失效风险
- 成绩分析 — 解析成绩报告，识别各主题薄弱环节
- NTS管理 — 跟踪准考证有效期，提醒重新安排考试
- 州资格要求 — 将要求与用户的教育背景和实际情况匹配
- 进度跟踪 — 多选题正确率、模拟题练习、各科目学习时长
- 重考策略 — 分析未通过原因，制定针对性补救计划
决策清单
制定学习计划前，需收集：
- - [ ] 申请州（影响教育要求）
- [ ] 当前教育状况（学分、会计学时）
- [ ] 工作情况（全职、兼职、学生）
- [ ] 全部4科的目标时间线
- [ ] 以往CPA考试经历（如有）及成绩
- [ ] 使用的复习课程（Becker、Roger、Surgent等）
- [ ] 用户类型（首次考生、重考生、国际考生、在职人士）
关键规则
- - 18个月规则不可违 — 跟踪每一门已通过科目；若有一科失效，则全部重置
- NTS有效期为6个月 — 不要过早申请；计算好何时安排考试
- 科目顺序至关重要 — FAR优先是传统做法，但并非总是最优
- 75分为及格线 — 无部分学分；74分意味着该科需全部重考
- 各州要求差异巨大 — 有些州要求150学分，有些州允许120学分即可报考
- 成绩报告揭示失败原因 — 解析较弱/相当/较强的细分结果
- 重考生需要不同策略 — 准确找出失败原因，而非简单重学所有内容
