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Financial Instruments Performance Framework
CPE Self-study

Financial Instruments Performance Framework

Focuses on the scope of work and extent of documentation that professionals should apply to their valuations of financial instruments under the FIPF.

$99 - $129
Do you have an AICPA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Accounting

Level

Basic

CPE Credits

2

Author(s)

Oksana Westerbeke

Availability

1 year

Product Number

188670

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Product Details

Consistency meets rigor.

Until now, there has been no guideline for standardization of valuation work on financial instruments, leading to errors and confusion. The purpose of the Financial Instruments Performance Framework (FIPF) is to ensure that valuation work conducted by Certified in the Valuation of Financial Instruments™ (CVFI™) credential holders meets rigorous professional standards and satisfies financial reporting objectives.

Part of the Certified in the Valuation of Financial Instruments (CVFI) Credential learning, this self-study course focuses on the scope of work and extent of documentation that valuation professionals should apply to their valuations of financial instruments under the FIPF. This course also examines the purpose, primary goal and benefits of the FIPF in more detail.

Key Topics
  • Purpose of the Financial Instruments Performance Framework (FIPF)
  • Benefits of the FIPF
  • Scope of work and documentation under FIPF
Learning Outcomes
  • Recall the purpose, primary goal, and scope of the framework.
  • 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.
Credit Info
CPE Credits
Online
2
NASBA Field of Study
Accounting
Level
Basic
Prerequisites
None
Access
Online
This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$129.00
AICPA Members
Online
$99.00

Group ordering for your team

2 to 5 registrants

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6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

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Instructors
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."
Accessibility

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 adaaccessibility@aicpa-cima.com 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.

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Financial Instruments Performance Framework
Select from the following options:
Online
$129.00
Nonmember Price
$129.00
Price excluding sales tax
$129.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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