Analyzing Financial Reports

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.

Analyzing Financial Reports

Course Description

This course by Wall Street Prep is 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. Good luck and enjoy the program!

Course Details:

Access Timeframe

Lifetime
Certificate Info:

Type of Certification

Certificate of Completion

Format of Certification

Digital

Course Outline

  • Introduction to Financial Filings
  • Overview of the 10K
  • Annual Report vs. the 10-K
  • Business overview & Risk Factors
  • Select Financial Data & Management Discussion & Analysis
  • The Financial Statements
  • Accounting Policies & Expense Breakouts
  • Tax, EPS & Restructuring
  • Discontinued Ops, PP&E, Intangibles & Other
  • Debt, Equity, Stock Options & Converts
  • Leases
  • The Quarterly Filing (10-Q)
  • 8-K
  • S-1
  • S-3 & S-4
  • Proxy & 20-F

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