Analyzing Financial Reports

22 Lessons

2h 25m

91,822 Students

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

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Course Objectives

Investment professionals live and breathe these seemingly daunting documents. The more documents you see, the more manageable they become.

Combined with a foundation in accounting, financial statement analysis, and corporate finance, understanding how to navigate financial reports is an important part of effective financial analysis. 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.

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.

Wall Street Prep’s Analyzing Financial Reports course is used at top financial institutions and business schools.

Course Samples

Financial Statements, Part 1

S-1

Important Footnotes: Tax, EPS & Restructuring

Course Syllabus

Chapter 1: Overview

1 Welcome to Reading & Analyzing Financial Reports 0:41

2 Introduction to Financial Filings 9:23

Chapter 2: Introduction to the 10-K

3 The Annual Filing: 10-K Structure Overview 4:21

4 Annual Report vs. The 10-K 1:32

5 QuizIntroduction to the 10K Review 7 Questions

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

6 Business Overview & Risk Factors 6:26

7 Selecting Financial Data & Management Discussion & Analysis 11:21

8 The Financial Statements, Part 1 6:55

9 The Financial Statements, Part 2 18:02

10 Important Footnotes: Accounting Policies & Expense Breakouts 9:45

11 Important Footnotes: Taxes, EPS & Restructuring 10:38

12 Important Footnotes: Discontinued Ops, PP&E, Intangibles & Other 11:38

13 Important Footnotes: Debt, Equity, Stock Options & Converts 14:24

14 Important Footnotes: Leases 6:17

15 QuizCritical Disclosures in the Annual Filing Review 17 Questions

Chapter 4: Other Important Filings

16 The Quarterly Filing (10-Q) 9:24

17 8-K 6:34

18 S-1 5:47

19 S-3 & S-4 5:24

20 Proxy & 20-F 6:15

21 The End 0:22

22 QuizOther Important Filings Review 10 Questions

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Earn CPE Credits with WSP Online Courses

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.