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Personal Financial Statement Workshop
(AA-PFSW) (1718-288)

Form and presentation of Personal Financial statements. Disposition of the Personal Financial Statements Guide, SOP-82-1 and the “Reglamento de la Comisión Estatal de Elecciones”. Procedures common to all personal financial statements. Effects of SSARS No. 21 on compilations and reviews of financial statements and engagements to prepare financial statements. Discussion of examples of reports under the new SSARS. Problems and exercises to be solved by attendees. Model personal financial statements will be included as part of course materials.


Upon completion of this course participants will be able to prepare personal financial statements which comply with the Personal Financial Statements Guide, SOP-82-1 and the “Reglamento de la Comisión Estatal de Elecciones”.

Instructional Delivery Method: Group Live

CPE Credits: 8

P.R. Field of Study: Accounting & Auditing

NASBA Field of Study: Accounting

Pre-requisite: BBA, major in accounting and six months experience in financial accounting or public accounting.

Advance Preparation: None

Level: Intermediate

Date: February 27, 2018

Registration: 8:15am - 9:00am                Workshop: 9:00am – 5:30pm

Instructor: María Morales Hernández, CPA, CGMA

Place: Club Rotario de Río Piedras

Cost: CPA & Foundation Members $110                 Others $126

Additional Charges: Applications received after February 18, $8pp

General Information

Materials: This course will be paperless and the materials will be distributed electronically. Once you enroll in the course you can access and download them through "Mi Perfil", on the Colegio’s website, within the 12 working hours prior to the start of the course, until midnight of the course’s date. Electronic devices may be brought to the classroom to access the downloaded materials.

Electronic evaluation: Once you have registered your entry to this educational activity, you can quickly and easily access and complete the evaluation through "Mi Perfil". On our website "Home" page you will find detailed instructions for completing the form.

Notice: The Colegio de CPA reserves the right to substitute instructors and suspend a course due to insufficient enrollment or other causes beyond our control. We reserve the right to refuse admission. Space is limited. Registration is subject to the available slots. The tuition price for CPA applies to those who at the time of registration do not owe debts to the Colegio.

To register:
   • Click here; or
   • Through “Calendario” at the CCPA-go mobile app.

Este correo fue enviado a ggonzalez@colegiocpa.com
Colegio de Contadores Públicos Autorizados de Puerto Rico
Edif. Capital Center Torre Sur, 239 Ave. Arterial Hostos, Ste. 1401, San Juan PR 00918