Learn How To Read a Company 10K Report - SEC Reporting - Sample Included

Chris Benjamin, Instructor, MBA and CFO

Play Speed
  • 0.5x
  • 1x (Normal)
  • 1.25x
  • 1.5x
  • 2x
31 Videos (2h 6m)
    • How To Read a 10K Report

      1:20
    • Course Introduction

      1:36
    • What To Know About a 10K

      7:09
    • What To Do Important Sections

      6:15
    • Dos and Donts When Reading a 10K

      4:10
    • 3 Case Studies

      4:11
    • Introduction to AAPL 10K and Conclusion to Slides

      2:21
    • 10K Cover Page and Table of Contents

      3:33
    • Part 1 Item 1 Business

      5:00
    • Part 1 Item 1a Rick Factors

      7:33
    • Part 1 Item 1b Unresolved Staff Comments

      0:47
    • Part 1 Items 2, 3,4 Properties, Legal, Mine Safety

      2:43
    • Part 2 Item 5 Market For Common Stock

      4:12
    • Part 2 Item 6 Consolidated Financial Data

      2:29
    • Part 2 Item 7 MD&A

      10:59
    • Part 2 Item 7A Disclosures about Market Risk

      3:01
    • Part 2 Item 8 Financial Statements Introduction

      4:30
    • Part 2 Item 8 Financial Statements Statements

      7:09
    • Part 2 Item 8 Note 1

      5:04
    • Part 2 Item 8 Note 2

      3:59
    • Part 2 Item 8 Notes 3 4 5

      4:45
    • Part 2 Item 8 Note 6

      2:53
    • Part 2 Item 8 Notes 7 8

      3:08
    • Part 2 Item 8 Note 9

      4:12
    • Part 2 Item 8 Note 10

      3:00
    • Part 2 Item 8 Notes 11 12

      2:41
    • Part 2 Item 8 Auditor Letters

      2:21
    • Part 2 Items 9 9A 9B

      2:07
    • Part 3 Items 10 to 14

      5:15
    • Part 4 Items 15 & 16

      4:26
    • Course Conclusion

      2:53

About This Class

Paul R says  “Must have knowledge for anyone trying to make sense of a Form 10-Q report”

John V says "Helpful course. Now I understand far better how to read a Q.  Chris has saved me time and energy now that I can easily read through a 10Q.  The concepts are far easier than I expected"

The Securities and Exchange Commission has several reporting requirements for public companies, one of which is the filing of a 10Q, or Form 10-Q, every 3 months.  Often this report is 50+ pages, and full of valuable, and not so valuable, information.  Learn how to dissect this report by following along as we use Apple as a case study. 

This course is in 2 main sections.  

First, we learn all about the 10Q overall.  

  • Who is the SEC
  • What are the deadlines for a 10Q
  • What are the sections of the 10Q
  • Who is required to file a 10Q
  • What is the process 

Second, we go through, section by section, the 10Q report for Apple. 

  • Review each and every page of Apples 10Q
  • Point out the areas that are most important to focus on
  • Also show which areas can be skimmed over
  • Denote the common threads between all 10Q filers
  • Determine any oddities in Apples 10Q
  • And Much Much More!

Learn the in's and out's of reading a 10Q.  There are several parts and items included, with some being far more intense and interesting than the others.  Become a pro at reading a company 10Q report with this course. 

Chris Benjamin, MBA & CFO is a seasoned professional with over 20 years experience in accounting and finance.  Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.  

The following 10+ years I decided to go into CFO Consulting, working with growing companies and bringing CFO level experience to companies.  I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFO roll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.  

You will learn a lot and also make your money back from the price of this course. Udemy guarantees it with their no-risk 30 day money back guarantee.  There is nothing to lose and everything to gain for you. 

Thank you for signing up for this course. I look forward to being your instructor for this course and many more!

Chris Benjamin, Instructor, CFO & MBA

2

Students

--

Projects

0

Reviews (0)

Chris Benjamin

Instructor, MBA and CFO