This presentation provides guidance from the new Financial Instruments Performance Framework (FIPF) the Certified in Valuation of Financial Instruments™ (CVFI™) credential. This is a non-authoritative framework that defines scope of work and extent of documentation that valuation professionals can apply to their valuations of financial instruments. During this presentation, you will be guided through the new documentation and performance requirements.
Recall the purpose and primary goal of the framework.
Identify the basic information required in a valuation report to comply with the framework.