BPI AC/Heat Pump study plan
BPI AC/Heat Pump · Give each week a clear focus.
8 weeks · About 7 hours per week
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
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
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
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
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
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
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
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