Showing posts with label Investment...notes. Show all posts
Showing posts with label Investment...notes. Show all posts

Tuesday, August 25, 2026

Investment..notes

 


Investment..notes

For *CMA Part 1 - Section A - Topic: Investments [ASC 320, 321, 323]* - This is a 100% tested topic. Here are FINAL revision points as per CURRENT US GAAP for CMA Exam:


*PART 1: DEBT vs EQUITY - CMA's Biggest Trap*


*CMA Exam follows NEW US GAAP:*


- *For DEBT Securities:* 3 Categories -> Trading, Available-for-Sale [AFS], Held-to-Maturity [HTM]

- *For EQUITY Securities:* Concept of Trading / AFS is *GONE*. All equity investments with readily determinable fair value are measured at *Fair Value through Net Income [FV-NI]*.


> *If Question says "Equity - AFS" - Answer as per new GAAP: It goes to Net Income, not OCI.*


*PART 2: DEBT INVESTMENTS [ASC 320] - 3 Categories*


*1. TRADING Debt Securities*

- Purpose: Bought to sell in short term.

- Valuation: *Fair Value* on Balance Sheet.

- Unrealized Gain/Loss: *Goes to Income Statement [Net Income]*.

- Interest: Interest Revenue + Amortization of Premium/Discount using Effective Interest Method.


*2. AVAILABLE-FOR-SALE [AFS] - Debt Only*

- Purpose: Neither Trading nor HTM.

- Valuation: *Fair Value* on Balance Sheet.

- Unrealized Gain/Loss: *Goes to Other Comprehensive Income [OCI]*, accumulated in *AOCI* in Equity. *NOT in Net Income.*

- When sold: Reclassify from AOCI to Net Income as Realized Gain/Loss.


*3. HELD-TO-MATURITY [HTM] - Debt Only*

- Purpose: Has Positive Intent AND Ability to hold till maturity. Only for Debt.

- Valuation: *Amortized Cost*, NOT Fair Value. So NO unrealized gain/loss in statements.

- Amortization: Must use Effective Interest Method.

- Fair Value is disclosed in Footnotes only.


*CMA TRAP:* If company sells HTM security before maturity [tainting rule], entire HTM portfolio must be reclassified to AFS.


*PART 3: EQUITY INVESTMENTS [ASC 321]*


*Case A: <20% - No Significant Influence*

- If Fair Value Readily Determinable: *Fair Value through Net Income [FV-NI]*

    - Unrealized Gain/Loss -> *Income Statement*.

    - Dividend -> Dividend Income in Net Income.

- If Fair Value NOT Determinable - Measurement Alternative:

    - At Cost - Impairment + Observable Price Changes.


*Case B: 20% to 50% - Significant Influence = EQUITY METHOD [ASC 323] - Highly Tested*


This is *Investment in Associates*.


- *At Acquisition:* Record at Cost.

- *During Year - 3 Entries you MUST know:*


    1.  *Share of Income:* `Dr. Investment in Associate / Cr. Equity Income` [Investee Net Income x %]

    2.  *Dividends Received:* `Dr. Cash / Cr. Investment in Associate` [NOT Dividend Income - it reduces investment]

    3.  *Amortization of Excess FV:* `Dr. Equity Income / Cr. Investment` - If FV of investee assets > Book Value at acquisition, amortize it.


- *Unrealized Inter-company Profit:* Eliminate proportionately, same as consolidation.

- If Investee reports Loss, reduce Investment. If Investment becomes zero, stop equity method, unless you have guaranteed obligations.


*Case C: >50% = Consolidation - ASC 810*


*PART 4: IMPAIRMENT & RECLASSIFICATION - CMA LOVES THIS*


*1. Debt - AFS Impairment:*

- If Credit Loss -> Allowance for Credit Loss in Net Income, remaining in OCI.

- HTM - Allowance for Expected Credit Loss under CECL model.


*2. Equity Method Impairment:*

- Other-than-temporary decline -> `Dr. Loss / Cr. Investment` - Cannot be reversed.


*3. Transfer Between Categories:*

- Transfer at Fair Value on transfer date.

- HTM to AFS: Unrealized Gain/Loss goes to OCI.

- AFS to HTM: Unrealized Gain/Loss in AOCI amortized over remaining life.


*FINAL EXAM TABLE - Memorize This*

Category Balance Sheet Unrealized G/L Dividend/Interest

**Debt - Trading** Fair Value **Net Income** Income Statement

**Debt - AFS** Fair Value **OCI [AOCI]** Income Statement

**Debt - HTM** **Amortized Cost** No G/L Income Statement

**Equity <20%** Fair Value **Net Income** Dividend Income

**Equity 20-50% [Equity Method]** **Cost + Share of Income - Dividends** No Unrealized - Equity Income instead Reduces Investment

*Golden Rule for CMA MCQ:*


> *Where does Unrealized go?*

> Debt Trading = Net Income

> Debt AFS = OCI

> Debt HTM = Nowhere

> Equity <20% = Net Income

> Equity 20-50% = No Unrealized, use Equity Income




For *CMA Part 1 - Section A: External Financial Reporting - Topic: Consolidation [ASC 810 & 805]* — this is a high-weightage, high-trick area. Here are the final revision points you MUST remember:


*1. CONSOLIDATION RULE - When to Consolidate?*

- Consolidate when Parent has *>50% voting control* OR control over VIE.

- From date of acquisition till date control is lost. Pre-acquisition income of Sub is *NEVER* included.

- Use *Single Line Consolidation* method - 100% of Sub's Assets/Liabilities added.


*2. INVESTMENT IN SUBSIDIARY - Acquisition Method*

- Record at *FAIR VALUE of Consideration Paid*, not Book Value.

- Subsidiary's identifiable assets & liabilities are recorded at *Fair Value on Acquisition Date*.

- Difference between FV and Book Value is called *Excess* - must be allocated and amortized.


> *Goodwill Formula [CMA MUST MEMORIZE]:*

> *Goodwill = (FV of Consideration + FV of NCI + FV of Previously Held Equity) - FV of Identifiable Net Assets*


*3. GOODWILL - Most Tested Concept*

- *Goodwill is NOT Amortized under US GAAP.* It is Indefinite Life Intangible.

- CMA follows *Full Goodwill Method*. Goodwill includes both Parent and NCI portion because NCI is measured at Fair Value.

- Goodwill appears only in Consolidated Balance Sheet, never in Parent's standalone books.


*4. IMPAIRMENT OF GOODWILL [ASC 350] - Current One-Step Model*

- Tested at least *annually at Reporting Unit level*.

- *Step:* Compare *Fair Value of Reporting Unit vs Carrying Amount of Reporting Unit*.

- If FV < Carrying Amount -> *Impairment Loss = Carrying Amount - Fair Value*, capped to Goodwill balance.

- Loss goes to Consolidated Income Statement.

- *Impairment can NEVER be reversed* - Major exam trap.

- For Private Company option to amortize over 10 years - *IGNORE for CMA Exam*.


*5. ELIMINATION OF INTER-COMPANY TRANSACTIONS - 100% Elimination*


This is where IMA gives 15/20 scale MCQs:


*a) Investment vs Equity Elimination:* Eliminate Parent's Investment A/c with Sub's Equity at acquisition date.


*b) Inter-company Sales:* 

`Dr. Sales / Cr. COGS` with full inter-company sale value.


*c) Unrealized Profit in Ending Inventory - SUPER IMPORTANT:*

If goods still unsold at year-end, eliminate profit included in inventory.

`Dr. COGS / Cr. Inventory` [If current year sale]

`Dr. Retained Earnings / Cr. Inventory` [If prior year sale]


- *Upstream Sale [Sub -> Parent]:* Unrealized profit elimination *affects NCI*. Reduce NCI's income.

- *Downstream Sale [Parent -> Sub]:* Unrealized profit elimination *does NOT affect NCI*.


*d) Other Eliminations:* Inter-company Loans, Interest, Dividends, Management Fees, Bonds - 100% Eliminate.


*6. NON-CONTROLLING INTEREST [NCI] - Not Minority Interest*

- *Do not use word Minority Interest in exam.* Use *Non-Controlling Interest*.

- *Balance Sheet:* Presented separately *within Consolidated Equity*, not as liability.

- *Income Statement:*

    Consolidated Net Income

    (-) Income attributable to NCI

    = Income attributable to Controlling Interest


- *NCI Calculation at Year-End:*

    NCI at Acquisition FV

    - NCI % of Post-Acquisition Net Income of Sub

    - NCI % of Dividends paid by Sub

    - NCI % of Amortization of FV Excess

    - NCI % of Upstream Unrealized Profit


*7. TWO ADJUSTMENTS THAT REDUCE CONSOLIDATED NET INCOME*


Always remember to deduct these from combined income:


1.  *Amortization of Excess Fair Value:* (FV of Asset - Book Value) / Remaining Life

2.  *Unrealized Inter-company Profit*


> *Final Formula for Exam:*

> *Consolidated Net Income = Parent's Net Income + Sub's Post-Acquisition Income - Amortization of FV Excess - Unrealized Profit + Realized Profit of prior year.*

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