Accounting and Financial Reporting for Investments

Accounting and Financial Reporting

Accounting and Financial Reporting for Investments

Event Type: eLearning Course

Dates and Times

  • November 12, 2025 11 a.m.-1 p.m. ET

  • November 12, 2025 2-4 p.m. ET

  • November 13, 2025 11 a.m.-1 p.m. ET

  • November 13, 2025 2-4 p.m. ET

Speakers

Michele Mark Levine, Todd Buikema, CPA, and Susannah Filipovic


Event Details

Field of Study: Accounting (Governmental)

Level: Basic

Credits: 8

Prerequisite: None

Details:

The course will take a comprehensive look at the common investment instruments, including the accounting and required note disclosures for financial reporting in accordance with generally accepted accounting principles (GAAP). The materials will familiarize the participants with a variety of investment instruments, the purpose and the risks associated with each type of instrument, the process for valuing an investment, and the relevant accounting and note disclosures.

Learning Objectives:

  • Understand the characteristics, purposes, and risks of various investment instruments.
  • Master the valuation processes for different types of investments.
  • Apply GAAP principles to accurately report and disclose investment information in financial statements.

Member Price: $325.00

Non-Member Price: $450.00

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