Sequoia CPE

Personal Financial Statements

Personal Financial Statements

Description: CPAs are frequently asked to compile or review items other than a full set of corporate financial statements. The accountant may be contracted to perform services on personal financial statements, pro forma financial information, and more. This course is designed to assist the CPA in understanding how the rules for personal financial statements are applied, how to compile pro forma information, the changes in peer review engagements, and more.

Course Info:

  • Course #: 2030A
  • Delivery: Self-Study
  • CPE Hours: 8
  • Course Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • NASBA Area of Study: Accounting
  • Total Pages: 202
  • Questions: 40

Course Objectives

Table of Contents

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Sequoia CPE is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.