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CPE Self-Study
CVFI Education and Exam Pathway for Experienced Professionals (Bundle + Exam)
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NASBA FIELD OF STUDY
Accounting
LEVEL
Basic
CPE CREDITS
Online: 9.0
Led by an industry expert, this bundle includes the required online education covering the Financial Instruments Performance Framework (FIPF) and the credential exam.

CPE On-Demand
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Product details

Who Will Benefit?

  • Controllers
  • Traders
  • Data providers
  • Accountants
  • Auditors

Key Topics

  • Purpose of the Financial Instruments Performance Framework (FIPF)
  • Benefits of the FIPF
  • Scope of work and documentation under FIPF
  • Fair Value Measurements
  • Accounting and Auditing
  • Valuation

Learning Objectives

  • Identify the primary benefits to valuation professionals and third parties.
  • Recall the documentation requirements for fair value engagements.
  • Identify the components of professional competence and professional skepticism.
  • Identify the basic information required in a valuation report to comply with the framework.

Consistently and transparently value securities

To help valuation professionals better convey the contents of financial instrument valuations and demonstrate a high level of dedication to approaching the valuation of derivatives, structured products, securitized debt, and other instruments, the AICPA created the Certified in the Valuation of Financial Instruments™ (CVFI™) credential. The CVFI provides everyone in the valuation chain a more consistent and transparent method for substantiating what goes into complex calculations when valuing securities.

Earn the CVFI credential.

The CVFI credential is designed for CPAs and valuation professionals who want to demonstrate a high level of dedication to approaching the valuation of:

  • Derivatives
  • Structured products
  • Securitized debt
  • Other instruments

Differentiate yourself with the CVFI credential to show your skill and confidence in performing fair value measurements.

Complete the CVFI learning pathway for CPAs and valuation professionals with at least ten (10) years and 6,000 hours of experience related to fair value estimates for financial instruments.

This program bundle includes the required learning and exam for experienced valuation professionals engaged in the financial instruments valuation profession to achieve the CVFI credential. Led by an industry expert, the required online education covers the Financial Instruments Performance Framework (FIPF).

Note: All valuation professionals who do not hold a CPA license will need to complete all courses in the program.

CVFI Credential Exam: The AICPA's CVFI exam for experienced entry candidates is an online conceptual exam with 60 questions that examines the candidate's knowledge of the FIPF.

Note: The purchase of this program entitles you to three attempts to pass the exam. Candidates will receive a pass/fail notification upon completion of the exam. If you do not pass an attempt, we recommend you study the learning material and review the FIPF before accessing the second or third retake. After three failed attempts, you will be subject to retaking the CVFI education and a 90- day waiting period before a link to purchase three more attempts is sent to you.

Ratings and reviews
Author(s)

Oksana Westerbeke

Oksana Westerbeke is a principal in Grant Thornton’s Forensic Advisory Services practice in the Boston office of the Metro New York/New England market territory. She assists clients in identifying, quantifying and managing risk. She specializes in the valuation of privately held equity securities, performance and market condition options, debt and embedded derivatives, contingent assets and liabilities, warrants with anti-dilution provisions and other contingencies, and other complex securities. In addition, she assists clients in the valuation of business enterprise and intangible assets.

Westerbeke has over 20 years of finance experience. Prior to joining Grant Thornton, she spent over 10 years at one of the Big 4 firms performing valuations of business enterprises, equity, complex financial instruments and intangible assets. She also held financial analyst positions at the Westerbeke Corp. and Fortrade Financing, S.p.A.

Publisher

American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.

The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.

Price:
$399.00
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Estimated total:
$399.00
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CREDIT INFO
CPE credits
Online
: 9.0
NASBA Field of Study
Accounting
Level
Basic
Prerequisites
Foundational knowledge of valuing financial instruments
ADVANCE PREPARATION
None
Delivery Method
QAS Self-Study
Course acronym
CVFIEXP
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