Description

This course provides an overview of the financial statements included in SEC Form 10-K, focusing on their structure and significance in assessing a company’s financial health. We will break down each primary statement, highlighting key components, classifications, and their relevance for analysis. The course also examines the role of accounting policies and estimates in shaping financial results as well as the importance of footnote disclosures. Finally, we’ll identify common pitfalls in financial reporting and outline best practices for ensuring accuracy and clarity, emphasizing the role of internal review processes in maintaining high-quality disclosures.

This course is a part of Form 10-K Series Courses. The other courses of this series are:

1. Form 10-K Series – Introduction to SEC Form 10-K Requirements (Text Based Course)
2. Form 10-K Series – Detailed Analysis of the Financial Statements Section (Text Based Course)
3. Form 10-K Series – Management’s Discussion and Analysis (MD&A) (Text Based Course)
4. Form 10-K Series – Risk Factors, Controls, and Corporate Governance Disclosures) (Text Based Course)

NOTE: There is a 4 CPE Credit Hours combined course also available:
The Essential Guide to SEC Form 10-K – Compliance, Disclosures, and Best Practices (Text Based Course)