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: August 17, 2023
17 Reviews (77 ratings)

Reviews

5
Anonymous Author
This was a great course. The textbook was easy to follow and navigate. Great overview of Form 8-K and what situations require it to be filed. Highly recommend.
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.
5
Anonymous Author
Very detailed course regarding 8-k disclosures. Covers many different areas that I have never learned about.
5
Anonymous Author
Great refresher on 8K filing requirements. Course was well organized by section and easy to follow.
5
Anonymous Author
Lots of facts, the final exam was challenging but covered many sections of the SEC 8-K guidance.
4
Anonymous Author
Good review course for SEC Reporting folks who need to make frequent public communications.
5
Anonymous Author
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5
Anonymous Author
I thought this class very thoroughly explained the form 8-k disclosure and sections
5
Member's Profile
Really great comprehensive lesson on the 8-k, when to file and what goes into it.
5
Anonymous Author
Great class. Loved refreshing myself on the 8-K requirements and considerations.
5
Member's Profile
Very helpful training of 8-k requirements and associated conditions. Thanks!
4
Member's Profile
Good course for understanding disclosure requirements for public companies.
5
Anonymous Author
Thoroughly covers when to file and what to disclose in an 8-K.
5
Anonymous Author
This course was informative yet simple to follow and direct.
5
Member's Profile
great text, should be even more useful for future reference
5
Member's Profile
Very succinct despite a lot of information, and helpful
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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 .
Instructor for this course
  Course Overview CPE
Course Syllabus
COURSE MATERIAL
  SEC Form 8-K: When to File & What to DisclosePDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam