Led by industry experts, a series of courses that cover the CVFI body of knowledge and the Financial Instruments Performance Framework. Consistently and transparently value securities The Certified in the Valuation of Financial Instruments (CVFI®) credential provides all professionals in the valuation chain a consistent and transparent method for substantiating what goes into complex calculations when valuing securities. Earning the CVFI credential The CVFI credential is designed for CPAs and valuation professionals who want to deepen their expertise and demonstrate a high level of competence in the valuation of the following: - Derivatives - Structured products - Securitized debt - Other instruments Completing the CVFI learning pathway This bundle includes the required learning 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:** Those who hold a CPA license do **not** need to complete the following courses before taking the CVFI credential exam: 1) Understanding Ethical Principles and the AICPA Code of Professional Conduct and 2) Valuation and Consulting Standards. All valuation professionals without a CPA license must complete all courses in the program. Who Will Benefit Valuation professionals engaged in the financial instruments valuation profession (within the financial markets, or with financial instruments and securities), including: - Controllers - Traders - Data providers - Accountants - Auditors Key Topics - Financial Instruments Performance Framework (FIPF) - Fair value framework - Professional judgment - Independence and nonattest services - Valuation techniques and inputs - Consulting services and process - Risk-based auditing and valuation of financial instruments - Planning considerations when auditing financial instrument valuations - Accounting for financial instrument valuations - Debt and equity securities - Derivatives - Pillars of CECL - Life cycle losses Learning Outcomes - Recall AICPA ethics rules and interpretations on integrity, objectivity, confidentiality, advertising, and accounting principles. - Recognize valuation engagement development considerations. - Recall basic valuation techniques and inputs to valuation techniques. - Identify similarities and differences between current expected credit losses (CECL) and expected credit losses (ECL). - Identify key concepts of professional skepticism to the audit of financial instruments. - Identify conflicts of interests that may exist among various stakeholder groups. - Recall the requirements to achieve a well-functioning financial system by identifying select efficiency requirements. - Identify the purpose of regulation and analyze the different regulatory tools used to impose policy on an industry.