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What is Financial Accounting Workshops?
Financial Accounting Workshops is a professional training provider focused on accounting and financial education for people who are not accountants by trade. Founded in 1995 by John A. Harris, a CPA and CFA charterholder, it is best known for live workshops that help financial analysts and CFA® Program candidates understand financial accounting well enough to apply it in practice.
Its stated approach is to make complex accounting topics understandable and usable in daily work, rather than to train career accountants in technical bookkeeping. Over time, the audience has broadened from CFA® candidates to investment-bank training and continuing education for law firms, so the material is designed for mixed groups of finance, legal and business professionals who need to "speak the language of business."
Who it is for
- CFA® Program candidates preparing for exam topics in financial accounting and reporting.
- Financial analysts and investment professionals who read statements but lack formal accounting training.
- Investment banking teams needing consistent, practical accounting foundations.
- Law firm professionals requiring continuing education on financial concepts.
What to expect
- Live, instructor-led workshops rather than self-paced software.
- Emphasis on application: interpreting statements and using accounting information in analysis.
- Courses spanning different levels of a financial organization, from junior staff to experienced professionals.
A practical next step
If you are deciding whether this fits you, compare it against your goal. For exam-driven study, check whether the workshop complements the CFA® curriculum at your level. For corporate training, ask whether the provider can tailor content to your team's sector and existing knowledge. For general reference on the CFA® Program, see CFA Institute.
One trade-off worth noting: the site presents itself as general educational information and explicitly states it is not legal, accounting, tax or investment advice, so it should be treated as training rather than a substitute for professional guidance on specific transactions.
How can Financial Accounting Workshops help me prepare for the CFA Program exam?
Financial Accounting Workshops is built for exactly that purpose: it teaches accounting to non-accountants, and its original audience was CFA Program candidates. The site states that thousands worldwide have attended John A. Harris's live workshops in preparation for the CFA Program exam, and that the workshops are designed to complement the CFA curriculum and facilitate the learning process rather than replace it.
What the fit looks like
- If accounting is your weak area: the stated focus is making complex accounting issues understandable and applicable, aimed at people without an accounting background — the common profile of a candidate who can handle quantitative methods but struggles with financial reporting and analysis.
- If you want live instruction rather than self-study: the offering described is live workshops led by the instructor, not a question bank or video library.
- If your goal is broader fluency: the same material has been used for investment bank training and law firm continuing education, so the teaching leans toward interpreting and using financial statements, not exam tricks.
Where it sits against other preparation options
| Option | Typical strength | Trade-off |
|---|---|---|
| Official CFA Institute curriculum and materials CFA Institute | Authoritative scope, aligned to the exam | Heavy reading load; assumes you can self-teach accounting |
| Financial Accounting Workshops | Focused, instructor-led accounting explanations for non-accountants | One subject area only — not a full exam-prep solution |
| Large prep providers (e.g. Kaplan) | Full packages: notes, videos, mocks, scheduling | Broader and less specialised in accounting fundamentals |
H3. A practical way to decide Take one financial reporting topic you find hardest — say, pensions, leases or deferred taxes — and try to explain the journal entries and the resulting ratios out loud. If you can't, a targeted accounting workshop addresses the real gap; if you can, your time is better spent on practice questions and mock exams. Use the workshops as a supplement to your main CFA study plan, not as a substitute for it, and check the current schedule and format directly on Financial Accounting Workshops before committing.
What types of accounting courses does Financial Accounting Workshops offer for non-accountants?
Financial Accounting Workshops focuses on making accounting understandable for people who are not accountants. Its courses are built around financial accounting and reporting concepts, with a long-standing emphasis on CFA® Program exam preparation and on helping professionals “speak the language of business.”
Likely course areas
- Financial accounting fundamentals for non-accountants who need to read and interpret financial statements.
- CFA® Program Level I and Level II preparation, where accounting and financial reporting are core exam topics.
- Investment banking training, aimed at analysts and associates who need accounting fluency for valuation and deal work.
- Continuing education for law firms, for lawyers and staff who encounter financial statements, accounting concepts or financial reporting issues.
- Custom courses across levels of a financial organization, from junior staff to more experienced professionals.
Who each type suits
| Audience | Typical need | Relevant course focus |
|---|---|---|
| CFA® candidates | Pass exam sections on financial reporting and analysis | Level I and Level II accounting workshops |
| Investment banking staff | Understand statements for modeling and valuation | Applied financial accounting training |
| Law firm professionals | Follow accounting issues in transactions or disputes | Continuing education workshops |
| Non-accountant business professionals | Read and discuss financial information confidently | Financial accounting fundamentals |
The practical trade-off is depth versus breadth. Exam-focused workshops go deep into CFA®-style accounting treatment, while general business or law-firm sessions tend to prioritize interpretation and application over technical preparation. If you are choosing, start with your end goal: exam performance, deal execution, legal practice or general financial literacy. Then ask which level and format matches that goal.
Who is John A. Harris and what qualifies him to teach these workshops?
John A. Harris is the founder of Financial Accounting Workshops, established in 1995. He is a Certified Public Accountant and a CFA® charterholder, and he built the business around teaching accounting and financial concepts to people who are not accountants by training.
His background combines formal credentials with practitioner experience. Before founding the company, he spent 15 years in credit and financial management in the oil and gas industry and banking. He holds an MBA and an MS from the University of North Texas and a BBA from Texas Tech University. The site also emphasizes his teaching style: he is described as a dynamic public speaker who makes complex accounting issues understandable and applicable to daily practice.
What he actually teaches
The workshops were initially aimed at the financial analyst community, especially candidates preparing for the CFA® Program exam, and thousands worldwide have attended his live sessions for that purpose. Over time, the audience widened to include investment bank training and continuing education for law firms. The common thread is helping non-accountants "speak the language of business" and sharpen their analytical skills.
How to judge the fit
If you are a CFA candidate, an analyst, a lawyer, or another professional who needs to read financial statements rather than prepare them, his profile is directly relevant. The combination of CPA and CFA credentials matters here: the CPA signals accounting depth, while the CFA charter signals familiarity with the analyst's perspective. Fifteen years in credit and financial management means he can draw on real lending and industry situations rather than textbook examples alone.
The main trade-off to weigh is specialization. This is not a program for people seeking to become accountants or to earn accounting credits; it is designed to complement the CFA® Program curriculum and facilitate learning for professionals who need working fluency in financial accounting. If your goal is exam preparation or practical analytical skill, that focus is an advantage. If you need technical accounting training or licensure-track coursework, look elsewhere.
A useful next step: check the workshop offerings for the level that matches your exam or role, and confirm whether the format is live or self-paced before committing. For comparison, the official CFA Program curriculum details are published by CFA Institute, which is the authoritative source on exam structure and requirements.
How can I schedule a live workshop for my investment bank or law firm?
The site points to a direct contact route rather than an online booking system. To arrange a live workshop for an investment bank or law firm, use the Contact link in the site navigation and describe your audience, topic needs and preferred timing. The site is built around John A. Harris, CPA, CFA, who has delivered investment bank training and continuing education for law firms, so a short brief about your team's roles and knowledge gaps is the most useful first message.
A practical enquiry would cover:
- Audience and size — analysts, associates, partners or mixed groups, and roughly how many people.
- Goal — foundational accounting literacy, financial statement analysis or exam-style preparation.
- Format and timing — in-person or remote, half-day or multi-day, and target dates.
- Customisation — whether you want examples drawn from your sector, such as deal models or client financials.
For context on the background of the instructor, Financial Accounting Workshops describes the CFA Program and analyst training work that shaped these sessions, while CFA Institute is the official source for the CFA Program itself. If you want to benchmark what accounting training typically covers for non-accountants, AICPA publishes general resources, though it is not connected to this provider.
The main trade-off is flexibility versus lead time: a bespoke session matched to your firm's deals and terminology takes longer to prepare than a standard workshop, so contact early and be specific about the outcome you want.
What are the key differences between the Level I and Level II CFA accounting workshops?
The site does not spell out a side-by-side Level I versus Level II curriculum, so the clearest distinction comes from how the pages are organised and who each course serves. Treat the split as a progression: Level I workshops build the vocabulary and mechanics of financial reporting, while Level II workshops apply that foundation to analysis and interpretation.
What the site indicates
- The homepage lists CFA® Program Level I and Level II as separate sections, implying distinct course tracks rather than one combined workshop.
- The stated audience is non-accountants — financial analysts, investment bank staff, and legal professionals who need to "speak the language of business."
- The material is described as complementing the CFA® Program curriculum and facilitating learning, not replacing official study materials.
- The instructor, John A. Harris, CPA, CFA, built the courses around making complex accounting issues understandable and applicable to daily practice.
Practical difference for a candidate
If you are early in the CFA® Program, a Level I accounting workshop is likely to focus on recognition, measurement and the structure of the three financial statements — the groundwork exam questions tend to test directly. At Level II, the same topics resurface in more integrated, analytical forms, so a workshop at that level is more useful once you can already read a statement without hesitating over terminology.
A simple decision rule: choose Level I if you are still learning how the statements fit together; choose Level II if your weakness is applying that knowledge to interpretation and multi-step analysis. If you are unsure, ask the provider directly which topics each track covers and how much time is spent on calculation versus interpretation.
For broader context on the exam structure, see CFA Institute.
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