CFA Exam Review Session in New York, NY

May 12, 2017

Wolfe Research Accounting & Tax Policy Analysts, Chris Senyek and Adam Calingasan, will host a CFA Exam Review Session at the Wolfe Research offices (420 Lexington Avenue) in New York City on Friday, May 12th, 2017. The morning session is from 8:00am – 12:00pm and will cover CFA Level 1: Financial Statement Analysis Review. Detailed discussion topics along with practical illustrations will include: Understanding and interpreting income statement, balance sheet, and cash flow statement items; EPS, inventory, income taxes, property, plant, and equipment, and intangible accounting; Long-term liabilities and sales type / operating leases accounting; Earnings / cash flow quality red flags; Key differences between U.S. GAAP and International GAAP; Q&A. The afternoon session is from 12:30pm – 4:00pm and will cover CFA Level 2: Financial Statement Analysis Review. Detailed discussion topics along with practical examples will include: Pension, foreign currency, and stock based compensation accounting; M&A, joint ventures, variable interest entities, and derivative accounting; Earnings quality red flags / analysis; How to adjust the I/S, B/S, C/F for financial statement analysis (LIFO to FIFO, operating leases, deferred taxes, etc.); Key differences between U.S. and International accounting; Q&A. Please note that the reviews will not be webcasted and space is limited. Please click here to express interest.