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Analyzing Financial Reports

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Analyzing Financial Reports

  •   23 Lessons
  •   2h 25m
  •   105,788 Students

Filled with exercises and tips on how to read financial filings with efficiency, this course demystifies the most commonly used financial statements/reports in an easy-to-follow step-by-step process.

$39 Add to Cart
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Learn the 10-K, 10-Q, 8-K, S-4 & S-1

  • Investment professionals live and breathe these seemingly daunting documents, and the more documents you see, the more manageable they begin to feel.
  • Using real reports, we will review the structure and composition of some of the most commonly used financial filings, and will specifically pay attention to sections and disclosures that are most relevant for typical financial analyses.
This course is used to train new hires at:

What You Will Learn

  • Learn the layout and composition of financial reports such as the 10-K, 10-Q, 8-K, S-4, S-1, and many others.
  • Read and understand financial footnotes.
  • Filled with exercises that test and reinforce covered concepts.
  • Learn to recognize patterns in the structure of the various financial reports to improve efficiency on the job.
  • Taught using clear, easy-to-follow materials that bridge academic concepts with how they are presented in financial reports.

Course Samples

Course TOC

1. Welcome to Reading & Analyzing Financial Reports 0:41
2. Course Downloads Files
3. Introduction to Financial Filings 9:23
4. The Annual Filing: 10-K Structure Overview 4:21
5. Annual Report vs. The 10-K 1:32
6. Introduction to the 10K Review Quiz
7. Business Overview & Risk Factors 6:26
8. Selecting Financial Data & Management Discussion & Analysis 11:21
9. The Financial Statements, Part 1 6:55
10. The Financial Statements, Part 2 18:02
11. Important Footnotes: Accounting Policies & Expense Breakouts 9:45
12. Important Footnotes: Taxes, EPS & Restructuring 10:38
13. Important Footnotes: Discontinued Ops, PP&E, Intangibles & Other 11:38
14. Important Footnotes: Debt, Equity, Stock Options & Converts 14:24
15. Important Footnotes: Leases 6:17
16. Critical Disclosures in the Annual Filing Review Quiz
17. The Quarterly Filing (10-Q) 9:24
18. 8-K 6:34
19. S-1 5:47
20. S-3 & S-4 5:24
21. Proxy & 20-F 6:15
22. The End 0:22
23. Other Important Filings Review Quiz

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Wall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.