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).
NASBA Field of Study
Catherine R. Allen, Susan O. DuRoss, Stephani A. Mason, Robert F. Reilly, Oksana Westerbeke, Michael Umscheid, Dereck Barr-Pulliam
To help valuation professionals better convey the contents of financial instrument valuations and demonstrate a high level of dedication to approaching the valuation of derivatives, structured products, securitized debt, and other instruments, the AICPA created the Certified in the Valuation of Financial Instruments™ (CVFI™) credential. The CVFI provides everyone in the valuation chain a more consistent and transparent method for substantiating what goes into complex calculations when valuing securities.
The CVFI credential is designed for CPAs and valuation professionals who want to demonstrate a high level of dedication to approaching the valuation of:
Differentiate yourself with the CVFI credential to show your skill and confidence in performing fair value measurements.
This program bundle includes the required learning and exam 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: For CPAs, the Professional Ethics for non-CPA Associate AICPA Members and AICPA Valuation and Consulting Standards courses within this bundle are not required to be completed. All valuation professionals who do not hold a CPA license will need to complete all courses in the program.
The CVFI exam is a four-hour, computer-based, nondisclosed conceptual exam designed to test a candidate's knowledge of the concepts covered in the CVFI body of knowledge and the FIPF. Important note: The purchase of this program entitles you to three attempts to pass the exam. Candidates will receive a pass/fail notification upon completion of the exam. If you do not pass an attempt, we recommend you continue your studies before accessing the second or third retake. After three failed attempts, you will be subject to retaking the CVFI education and a 90- day waiting period before a link to purchase three more attempts is sent to you.
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