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Finance & Accounting Finance Finance Fundamentals

Navigate the 10-K and Other Financial Reports

Learn to quickly read and analyze the 10-K, 10-Q, 8-K, S-4, S-1 and more.
Rating: 4.5 out of 54.5 (84 ratings)
736 students
Created by Wall Street Prep
Last updated 9/2014
English
English [Auto]
30-Day Money-Back Guarantee

What you'll learn

  • At course completion, you will be able to efficiently find your way around financial reports such as the 10-K, 10-Q, 8-K, S-4, S-1, and many others.

Requirements

  • This course is designed for those with no prior accounting background as well as those seeking a refresher.

Description

Understanding how to navigate financial reports is an essential 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.

Who this course is for:

  • Students seeking a lucrative finance career
  • Investment banking professionals
  • Finance professionals looking to reduce time spent analyzing financial reports

Course content

4 sections • 20 lectures • 2h 40m total length

  • Preview00:25
  • Preview00:41
  • Introduction to Financial Filings
    Preview09:23

  • The Annual Filing: 10-K Structure Overview
    04:21
  • Annual Report vs. The 10-K
    01:33

  • Business Overview & Risk Factors
    06:26
  • Selecting Financial Data & Management Discussion & Analysis
    11:21
  • The Financial Statements, Part 1
    06:55
  • The Financial Statements, Part 2
    18:02
  • Important Footnotes: Accounting Policies & Expense Breakouts
    09:45
  • Important Footnotes: Taxes, EPS & Restructuring
    10:38
  • Important Footnotes: Discontinued Ops PP&E, Intangibles & Other
    26:02
  • Important Footnotes: Debt, Equity, Stock Options & Converts
    14:24
  • Important Footnotes: Leases
    06:17

  • The Quarterly Filing (10-Q)
    09:24
  • 8-K
    06:34
  • S-1
    05:48
  • S-3 & S-4
    05:24
  • Proxy & 20-F
    06:15
  • The End
    00:22

Instructor

Wall Street Prep
The global leaders in financial training
Wall Street  Prep
  • 4.6 Instructor Rating
  • 1,204 Reviews
  • 7,706 Students
  • 6 Courses

Wall Street Prep was founded in 2003 by a group of JP Morgan investment bankers with a simple goal: To make the “investment banking skill-set” available to anyone who wants to learn it. Each year, our innovative courses are used by over 5,000 professionals and students. Over 150 investment banks, private equity firms, and investment funds use Wall Street Prep to train new and experienced analysts and associates. In addition, over 50 business schools, including Wharton, Oxford, INSEAD, LSE, Kellogg, Booth, MIT, and Cornell use Wall Street Prep to better prepare their students for careers in finance.

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