Log in
Log inBook a demo

Analyzing Financial Reports

COURSE
Wall Street Prep
3 hrs

Analyzing Financial Reports

COURSE
Wall Street Prep
3 hrs
Included in GO1 PremiumStarting from $12 per user for teamsLearn moreTry for free
Included in GO1 PremiumStarting from $12 per user for teamsLearn moreTry for free

Course Overview 

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!

Instructor - Matan Feldman 

Matan Feldman is Wall Street Prep’s Founder and Managing Partner. His responsibilities include business development, development of courses, and overseeing training programs. Matan has overseen training programs for clients including Morgan Stanley, Credit Suisse, Raymond James, Stifel Nicolaus, FBR Capital Markets, Sagent Advisors, Giuliani Capital Advisors, JP Morgan, Cerberus, Wharton Business School, London Business School, Kellogg, Booth, Stern (NYU), and Cornell. Prior to founding Wall Street Prep, Matan served in several capacities on Wall Street — first as an Analyst in Chase Manhattan Bank's Mergers & Acquisitions Group in New York, and subsequently as an Associate within JP Morgan's Equity Research Group, covering Food & Drug Retail Equities.

Learning
CHAPTER 1: OVERVIEW
Welcome to Reading and Analyzing Financial Reportsvideo • 1 hr
Introduction to Financial Filingsvideo • 9 mins
CHAPTER 2: INTRODUCTION TO THE 10-K
The Annual Filing: 10-K Structure Overviewvideo • 4 mins
Introduction to the 10K Review - Quizquiz
Annual Report vs. The 10-Kvideo • 2 mins
CHAPTER 3: RED MEAT – CRITICAL DISCLOSURES IN THE ANNUAL FILING
Business Overview & Risk Factorsvideo • 6 mins
Selecting Financial Data & Management Discussion & Analysisvideo • 11 mins
The Financial Statements, Part 1video • 7 mins
The Financial Statements, Part 2video • 18 mins
Important Footnotes: Accounting Policies & Expense Breakoutsvideo • 10 mins
Important Footnotes: Taxes, EPS & Restructuringvideo • 11 mins
Important Footnotes: Discontinued Ops, PP&E, Intangibles & Othervideo • 12 mins
Important Footnotes: Debt, Equity, Stock Options & Convertsvideo • 14 mins
Important Footnotes: Leasesvideo • 6 mins
Critical Disclosures in the Annual Filling Review - Quizquiz
CHAPTER 4: OTHER IMPORTANT FILINGS
The Quarterly Filing (10Q)video • 9 mins
8-Kvideo • 7 mins
S-1video • 6 mins
S-3 & S-4video • 5 mins
Proxy & 20-Fvideo • 6 mins
The Endvideo • 1 min
Other Important Filings Review - Quizquiz
Supplementary Materials
Step by Step Course Manualdocument
Supporting Documents Kittext