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ASCPA's Personal Financial Statements

Code: PFS-OL 4.0 CPE Credits

Overview

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After completing this course, you should be able to understand the basic accounting and auditing issues related to personal financial statements for each of the following areas:

Section

1

Authoritative Guidance for Personal Financial Statements

Section

2

Basis of Accounting and Basic Financial Statements

Section

3

Measuring Personal Financial Statement Components

Section

4

General Issues: Personal Financial Statements

Section

5

Compiling Personal Financial Statements

5-a

Reporting on Compiled Personal Financial Statements

5-b

Model Compilation Report: Personal Financial Statements

5-c

Preparation Engagements and Personal Financial Plan Reporting

Section

6

Reviews of Personal Financial Statements

 

6-a

Reporting on Reviewed Personal Financial Statements

 

6-b

Model Review Report: Personal Financial Statements

Section

7

Audits of Personal Financial Statements

Section

8

Making Personal Financial Statement Disclosures

Section

9

Engagement Letters

Section

10

Client Representation Letters

Section

11

Illustrative Financial Statements with Disclosures

Section

12

Sources of Information for Personal Financial Statements