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This course provides an overview of the SEC Form 8-K. This is a broad form used to notify investors in U.S. publicly traded companies of certain events that may be important - generally within four business days of the respective triggering event. This course provides a detailed look at the events that require a Form 8-K filing, the relevant disclosures, and presents a number of examples to help illustrate disclosure of these events.

Learning Objectives

  • Recognize the overall purpose of the Form 8-K.
  • Identify the time period in which a Form 8-K must be filed with the SEC.
  • Recognize the events that require the filing of a Form 8-K.
  • Identify overall disclosures requirements for triggering events requiring a Form 8-K.
Last updated/reviewed: May 25, 2022

2 Reviews (17 ratings)Reviews

5
Member's Profile
The course is very detailed. It opens with a quote from Wikipedia which worried me, but then I saw it actually goes into technical and authoritative detail.
5
Member's Profile
I needed this class so much to keep me out of trouble. It is very comprehensive. I really appreciate the interesting presentation with lots of examples.

Prerequisites

Course Complexity: Foundational

No advanced preparation or prerequisites are required for this course.

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
COURSE MATERIAL
  PDFSEC Form 8-K: When to File & What to Disclose
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM