BPI AC/Heat Pump study materials
BPI AC/Heat Pump study resources

BPI AC/Heat Pump study plan

BPI AC/Heat Pump · Give each week a clear focus.

8 weeks · About 7 hours per week

Week 1

Air Conditioning and Heat Pump Fundamentals

  • Define the refrigeration cycle stages and state the pressure-temperature relationship for each, in writing, without notes

  • Calculate superheat and subcooling from given gauge and line-temperature readings for six practice scenarios

  • Explain how latent and sensible heat transfer drive evaporation and condensation in an air-source system

  • Distinguish heating-mode components (reversing valve, defrost controls, auxiliary heat) from cooling-mode components

Your checkpoint

A one-page handwritten or typed cycle diagram with labeled states, plus a worked answer key for six superheat/subcooling calculations scoring at least 5 of 6 correct

Week 2

Air Conditioning and Heat Pump Fundamentals & System Design and Sizing

  • Perform a room-by-room heat loss and heat gain estimate using a manual method for a sample 1,800 sq ft house

  • Select equipment capacity from the load estimate and justify the choice in two sentences

  • Size and route ductwork for the sample house using velocity and friction-rate limits

  • Identify three common oversizing failure modes and the symptoms each produces

Your checkpoint

A completed load calculation worksheet and equipment selection summary for the sample house, with duct sizing table

Week 3

System Design and Sizing

  • Compare single-zone and multi-zone ductless layouts and state when each is preferred

  • Compute refrigerant line-set length allowances and required charge adjustments for three configurations

  • Lay out condensate drainage with correct slope, trap, and termination for a basement air handler

  • Draft a commissioning-ready design checklist covering electrical, clearance, and structural requirements

Your checkpoint

A design package for one ducted and one ductless scenario, including line-set charge adjustments and a condensate routing sketch

Week 4

Installation and Commissioning

  • Sequence the mechanical installation steps from pad or bracket through brazing, pressure testing, and evacuation

  • State target evacuation levels and the hold-time criteria used to confirm a leak-free system

  • Wire line-voltage and low-voltage controls per a manufacturer diagram and verify each connection

  • Perform airflow setup: measure static pressure and adjust fan speed to hit design CFM

Your checkpoint

A written step-by-step installation and commissioning procedure, plus a completed airflow and static pressure record for a practice setup

Week 5

Installation and Commissioning & Diagnostics, Testing, and Verification

  • Execute a full start-up: verify charge by subcooling or weigh-in, confirm superheat in heating mode, and record all readings

  • Interpret gauge, temperature, and electrical readings to classify a fault as airflow, charge, or component failure

  • Build a diagnostic decision tree for low capacity complaints covering at least five branches

  • Explain how to verify defrost termination and reversing valve operation in heating mode

Your checkpoint

A filled-in commissioning sheet with 12 or more recorded measurements and a one-page diagnostic decision tree for low-capacity calls

Week 6

Diagnostics, Testing, and Verification

  • Diagnose three injected or described faults (restricted metering device, low charge, failing capacitor) from readings alone

  • Calculate expected amp draw and compare it to measured draw to flag anomalies

  • Describe a verification protocol that confirms delivered capacity after a repair

  • List the documentation required to prove a repair was completed to spec

Your checkpoint

Three written fault case studies, each with readings, diagnosis, recommended repair, and post-repair verification steps

Week 7

Customer Service, Safety, and Documentation

  • Explain refrigerant handling, recovery, and PPE requirements in plain language for a customer-facing conversation

  • Draft a written scope of work and invoice line items for a replacement job that a customer can understand

  • Practice a scripted explanation of a diagnostic finding and two repair options with cost ranges

  • Identify the safety hazards on a service call and state the control for each

Your checkpoint

A customer-ready scope of work, a two-option repair proposal, and a hazard-control checklist for a sample service call

Week 8

Air Conditioning and Heat Pump Fundamentals & System Design and Sizing & Installation and Commissioning & Diagnostics, Testing, and Verification & Customer Service, Safety, and Documentation

  • Complete a timed 100-question practice exam across all five domains and score 80 percent or better

  • Review every missed item and write the underlying concept and correct reasoning for each

  • Re-derive the five calculations you are least confident in (superheat, subcooling, load, static pressure, amp draw)

  • Summarize the three highest-risk mistakes on the job and the check that prevents each

Your checkpoint

A scored practice exam with a written error log covering every missed question, plus a one-page personal weak-spot summary

Milestones

Week 2: Load estimate and equipment selection completed for the sample house with capacity justified against the calculated load

Week 4: Installation and commissioning procedure written end to end and airflow setup verified with recorded static pressure and CFM

Week 6: Three fault case studies diagnosed correctly from readings, with post-repair verification documented

Week 8: Timed practice exam scored 80 percent or higher with a complete error log and weak-spot summary