Led by industry experts, this online education program includes a series of courses that cover the CVFI body of knowledge and the Financial Instruments Performance Framework (FIPF).
NASBA Field of Study
Catherine R. Allen, Susan O. DuRoss, Stephani A. Mason, Robert F. Reilly, Oksana Westerbeke, Michael Umscheid, Dereck Barr-Pulliam
Thank you for your interest in the Certified in the Valuation of Financial Instruments (CVFI®) credential and the corresponding body of knowledge. Your dedication and commitment to your career are clear, and we are committed to bringing you the best learning experience possible.
We are currently revising the online platform to offer you a refreshed learning experience with a new look. Some subject areas — financial reporting standards, corporate governance, market regulation and more — will be transformed with motion graphics, videos, pop-out exercises and increased opportunities for interactivity.
But don’t let that stop you. Get started now with other sections of the body of knowledge, and we’ll notify you when the affected portions are back online in the spring.
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 credential provides everyone in the valuation chain a more consistent and transparent method for substantiating what goes into complex calculations when valuing securities.
The CVFI credential is designed for CPAs and valuation professionals who want to demonstrate a high level of dedication to approaching the valuation of:
Differentiate yourself with the CVFI credential to show your skill and confidence in performing fair value measurements.
This program bundle includes the required learning and exam for CPAs and valuation professionals engaged in the financial instruments valuation profession to achieve the CVFI credential. Led by industry experts, the required online education includes a series of courses that cover the CVFI body of knowledge and the Financial Instruments Performance Framework (FIPF). Learning includes valuation-focused topics on accounting standards, audit considerations, current expected credit losses, and risk.
Important note: For CPAs, the Professional Ethics for non-CPA Associate AICPA Members and AICPA Valuation and Consulting Standards courses within this bundle are not required to be completed. All valuation professionals who do not hold a CPA license will need to complete all courses in the program.
Group ordering for your team
The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services. The Association is committed to making professional learning accessible to all. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. For accommodation requests, please contact firstname.lastname@example.org and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.