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Secure Transaction Step By Step Preparing Personal Financial Statements
Format
Webcast
Course Level
Basic
CPE Credits
2 Credits: Accounting
Course Description
Jeff Sailor’s Step by Step Series transforms the daunting task of preparing personal financial statements into an achievable goal. This course, focusing on personal financial statements, stands out with its practical approach, guiding participants through each step of the process. By covering both accounting and reporting standards, it offers a comprehensive understanding of professional requirements. Additionally, the course explores various purposes and alternatives available for personal financial statements. The unique teaching style, infused with Jeff Sailor’s humor and engaging video parodies, not only ensures an enjoyable learning experience but also reinforces key concepts. Participants will benefit from a blend of theoretical knowledge and practical application, enabling them to competently prepare and report personal financial statements, a valuable skill in the accounting and finance profession.
Learning Objectives
- Upon successful completion of this course, the participant should be able to:
- Identify professional accounting standards related to personal financial statements
- Identify professional reporting standards related to personal financial statements
- Describe the purposes for personal financial statements
- Describe the alternatives available
- Apply the GAAP and alternative methods of preparation
- Apply the applicable reporting standards
Course Specifics
WC11206944
May 29, 2020
None
None
Compliance Information
CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)
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 …
Webcast
