CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Prospective financial statements

  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
Prospective financial statements

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Accounting for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 CPE credit for Certified Fraud Examiners (CFEs)

1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

This Course is Also Available in Self Study (On-Demand)

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Course Description

As an advanced finance function, forecasts and projections play a crucial role. It provides the CXOs on selecting the hypothesis relevant for the situation. However, there can be numerous reasons to prepare a prospective financial statements in forecasts or projections. 

This CPE Webinar deals with the basis aspects taken into account while preparing a forecast or projection on prospective financial statements. 

This online CPE webinar covers following key topics:

  • Key scenarios when a forecast or projection of financial statements may be required
  • Recognizing the users and their purpose 
  • Understanding the periodicity of such webinar
  • Reviewing sample disclosures
  • Various reporting on prospective financials

This Online Webinar will be a value-packed session for the CPAs, Accounting, and Finance professionals.  

Learning Objectives

  • To recognize when professional should issue a forecast or a projection
  • To identify the most common uses/users and their requirements
  • To recognize the number of periods to present
  • To review sample disclosures
  • To identify the different reporting on prospective financials

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Certified Fraud Examiner
  • Certified Management Accountant
  • Certified Valuation Analysts
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA


    [average] => 4.4746
    [no_of_record] => 845




Very knowledgeable presenter.


Great job!


Enjoyed the webinar, Content presented was thorough and well done. Very informative presentation and well worth my time.


Great info


Excellent webinar. The topic was well presented. Loved the examples, and the instructor was highly engaging.


Very informative and well presented!