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.
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395 students enrolled
Instructed by Wall Street Prep Business / Finance
$40
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  • Lectures 20
  • Contents Video: 2.5 hours
    Other: 0 mins
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 11/2014 English

Course 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.

What are the requirements?

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

What am I going to get from this course?

  • 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.

What is the target audience?

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

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Overview
A Note on Course Materials
Preview
Article
Welcome to Reading & Analyzing Financial Reports
Preview
00:41
Introduction to Financial Filings
Preview
09:23
Section 2: Introduction to the 10-K
The Annual Filing: 10-K Structure Overview
04:21
Annual Report vs. The 10-K
01:33
Section 3: Red Meat - Critical Disclosures in the Annual Filing
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
Section 4: Other Important Filings
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

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Instructor Biography

Wall Street Prep, The global leaders in financial training

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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