Wall Street Prep – Analyzing Financial Reports
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.
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.
What You’ll Learn In Analyzing Financial Reports?
- 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.
Content:
Chapter 1: Overview
1. Welcome to Reading & Analyzing Financial Reports
2. Course Downloads
3. Introduction to Financial Filings
Chapter 2: Introduction to the 10-K
4. The Annual Filing: 10-K Structure Overview
5. Annual Report vs. The 10-K
6. Introduction to the 10K Review