Analyzing Financial Reports

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Analyzing Financial Reports

23 Lessons
2h 25m
104,837 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.

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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

Financial Statements, Part 1

S-1

Important Footnotes: Tax, EPS & Restructuring

Course TOC

Chapter 1: Overview

1. Welcome to Reading & Analyzing Financial Reports 0:41

2. Course Downloads Files

3. Introduction to Financial Filings 9:23

Chapter 2: Introduction to the 10-K

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

Chapter 3: Red Meat – Critical Disclosures in the Annual Filing

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

Chapter 4: Other Important Filings

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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