Preparing Personal Financial Statements

Overview

A personal financial statement outlines an individual’s financial position at a specific time, including general information and a breakdown of assets and liabilities. Accurate preparation is crucial for accounting and financial professionals to assess financial health. This course covers personal financial statements, guided by ASC Topic No. 274, which includes recognition, measurement, presentation, and disclosures.

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Objectives

  • Recognize accounting guidance applicable to personal financial statements
  • Identify the recognition method used for personal financial statements
  • Recognize subsequent measurement requirements for assets and liabilities
  • Identify presentation requirements for personal financial statements
  • Identify disclosure requirements related to personal financial statements

Designed For:

Practicing CPAs, both in public accounting and business and industry -- controllers, accountants, and other financial accounting personnel


WebCE® 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 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.nasbaregistry.org. For more information regarding WebCE administrative policies such as refunds, cancellations and concerns, please contact Support Services at 877-488-9308.

Course Information

Adding additional credit may change exam requirements.

Prerequisites:
General understanding of financial statement components
Advanced Preparation: None