BPI Heating study materials
BPI Heating study resources

BPI Heating study plan

BPI Heating · Give each week a clear focus.

8 weeks · About 7 hours per week

Week 1

Heating System Fundamentals and Building Science

  • Diagram the three heat-transfer modes (conduction, convection, radiation) and assign one labeled building-assembly example to each.

  • Calculate steady-state heat loss with Q = U x A x delta-T for a six-assembly takeoff (walls, ceiling, floor, windows, doors, slab) and show every unit conversion explicitly.

  • Sketch the house-as-a-system model, marking the thermal envelope, the pressure boundary, and the paths of air, vapor, and heat movement across both.

Your checkpoint

A single-page heat-loss worksheet for a two-story house showing the full takeoff, computed room and total loads in Btu/h, and a labeled envelope/pressure-boundary sketch.

Week 2

Heating System Fundamentals and Building Science & Heating Equipment Inspection and Installation Review

  • Explain how air leakage, vapor diffusion, and thermal bridging each produce condensation, then rank their winter condensation risk in a cold climate and justify the ranking.

  • Compare cavity insulation, continuous exterior insulation, and spray foam on rated R-value versus installed performance, and state where each is typically specified.

  • Match at least six common envelope and installation defects (top-plate gap, recessed light penetration, unsealed sill, duct run through an unconditioned attic, missing damper, undersized return) to the thermal or pressure symptom each produces.

  • Identify the manufacturer-published clearance and venting requirements that govern a furnace or boiler location before any hands-on inspection.

Your checkpoint

A 12-row defect table listing defect, affected assembly, measurable symptom, and the inspection step that would reveal it.

Week 3

Heating Equipment Inspection and Installation Review

  • Sequence a complete visual inspection of a forced-air furnace and a hydronic boiler from approach to shutdown, naming what is verified at each stop.

  • Verify vent connector slope, Category I versus Category III/IV venting differences, and combustion-air provisions against stated installation-manual criteria.

  • Check gas supply piping for sizing, sediment trap orientation, union and shutoff placement, and leak-test method.

  • Distinguish a code-minimum requirement from a manufacturer requirement from a good-practice recommendation when they conflict, and state which governs.

Your checkpoint

A 25-item pre-inspection checklist with an explicit acceptance criterion and stated basis (code, listing, or manual) for every line.

Week 4

Performance Testing, Measurement, and Diagnostics

  • Describe correct setup and instrument placement for static pressure, temperature rise, combustion analysis, and draft measurement, including where probes go and what invalidates a reading.

  • Compute airflow from measured temperature rise and from a fan-performance table, then reconcile the two results and explain any gap.

  • Interpret a set of readings against manufacturer nameplate and spec values and write a pass, marginal, or fail verdict with reasoning.

  • Identify the measurement errors that most often mislead a technician: radiant heat on a probe, wet coil, dirty filter, uncalibrated manometer, and non-steady-state operation.

Your checkpoint

A completed diagnostic worksheet for two fictional systems with calculated temperature rise, calculated CFM, plotted readings versus spec, and a written verdict for each.

Week 5

Combustion Safety and Indoor Air Quality

  • Write the balanced combustion equation for natural gas and for propane, then compute stoichiometric air and excess air from a measured O2 or CO2 reading.

  • Sequence a worst-case combustion appliance zone depressurization test, naming the appliances to operate, the exhaust fans to run, and the acceptance thresholds to record.

  • Classify carbon monoxide readings by ambient, undiluted flue, and air-free value, and state what each number does and does not tell you.

  • Recognize spillage, flame roll-out, and flame-lifting indicators and describe the immediate safety response for each.

  • Identify the main indoor-air-quality contaminants from combustion and from building materials, and state the ventilation approach that addresses each.

Your checkpoint

A four-case combustion workbook (O2, CO2, CO, draft, and CAZ pressure given for each) with a defensible pass, fail, or investigate verdict per case.

Week 6

Combustion Safety and Indoor Air Quality & Distribution Systems, Controls, and Documentation

  • Explain how a thermostat call for heat travels through the control board, inducer proving switch, ignition, flame sensing, and limit circuit, in the correct order.

  • Read a low-voltage wiring scheme (R, W, Y, G, C and heat-pump O/B) and predict the terminal voltages present during each operating mode.

  • Describe how limits, rollout switches, and pressure switches act as safety devices rather than operating controls, and what a repeated lockout implies.

  • Draft a findings narrative that separates observation, measurement, and recommendation into distinct sections.

Your checkpoint

A one-page sequence-of-operation narrative for a gas furnace with the expected state of every safety device at each step, plus a reusable report template.

Week 7

Distribution Systems, Controls, and Documentation & Performance Testing, Measurement, and Diagnostics

  • Size branch ducts for each room from a given room load and an assigned friction rate, then sum the terminal flows back to the equipment airflow.

  • Explain how balancing dampers, zoning, and static-pressure limits interact once a system is commissioned, and predict the effect of closing registers.

  • Calculate delivered versus rated capacity using measured airflow and temperature rise, and express the shortfall as a percentage.

  • Assemble a documentation package that ties each measured value to the instrument used, its calibration status, and the date.

Your checkpoint

A distribution layout with labeled CFM at every terminal summing to the equipment airflow, plus a balancing note and a percentage capacity-shortfall calculation.

Week 8

Heating System Fundamentals and Building Science & Combustion Safety and Indoor Air Quality & Heating Equipment Inspection and Installation Review & Performance Testing, Measurement, and Diagnostics & Distribution Systems, Controls, and Documentation

  • Re-derive the load, airflow, and combustion calculations from memory without notes and check each against the earlier worksheets.

  • Work a timed 60-question mixed set spanning all five domains and log every miss by domain and by error type (knowledge gap, misread, calculation slip).

  • Rewrite the three weakest topics into one-page summaries written as if teaching them to a new technician.

  • Rehearse the safety response sequence for CO, spillage, and gas odor so it can be stated without hesitation.

Your checkpoint

A timed practice exam score of 80 percent or better, plus a one-page error log naming each weak topic and the corrective action taken.

Milestones

Week 2: Produce the heat-loss worksheet and the 12-row defect table from memory in under 45 minutes, with all units correct and no unlabeled terms.

Week 4: Score 80 percent or better on a 40-question self-written quiz covering domains 1, 3, and 4, and calculate temperature rise and CFM within plus or minus 5 percent of the answer key.

Week 5: Complete all four combustion cases with a verdict that matches the answer key on at least three of four, and state the CAZ acceptance threshold without notes.

Week 6: Narrate the full sequence of operation for a gas furnace, including every safety device, in under five minutes with no ordering errors.

Week 8: Score 80 percent or better on the timed 60-question mixed exam, with no domain below 70 percent, and submit the error log with corrective actions for each miss.