$399.00
Webcasts are available for viewing Monday – Friday, 8am – 8pm ET,
and Saturday & Sunday, 10am – 6pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
2 Credits: Accounting
Event Date: May 18, 2026 11:50 am
Course Level
Intermediate
Format
Conference
Course Description
This comprehensive overview untangles the often confusing world of financial instrument accounting under GAAP. Through a practical “good, bad, and ugly” framework, the course stratifies different instruments by complexity, giving you a clear roadmap for handling everything from straightforward investments to intricate derivatives.
Learning Objectives
Identify the different categories of financial instruments accounted for under GAAP. Explain the accounting treatment for common financial instruments, including investments and derivatives. Apply the appropriate GAAP guidance to the recognition, measurement, and reporting of financial instruments. Evaluate practical approaches for handling financial instrument accounting issues in financial reporting.
Course Specifics
26CNewOrleans-Mon-C2
Basic understanding of GAAP and financial statement preparation
Compliance Information
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Jeff Sailor, CPA, received a master’s degree in accounting from the University of Florida. Upon graduation, he joined the auditing staff at Peat Marwick in Jacksonville, Florida, where he worked on a large number of national accounts. Jeff has managed his own accounting firm in Ocala, Florida, since 1984. During that time, he has also developed unique auditing approaches and auditing software. Since 1992, Jeff has been teaching accounting and auditing courses he developed to combat traditional “boring CPE.” Using a variety of creative teaching methods sprinkled with humorous video spoofs, Jeff is able to combine his in-depth accounting insights …