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Bekhruzbek Ochilov, ACSI
and
Bekhruzbek Ochilov, ACSI, IGCAP
In this 1-hour long project-based course, you will learn how to read and interpret the main financial statements and access company performance data through SEC filings. We well be working of the Form 10-K of Apple Inc., and will see the Apple Inc.'s financial performance for 2019. Being able to read and interpret Form 10-K is an essential skill for any financial or equity research analyst.
Note: This course works best for learners who are based in the North America region. We're currently working on providing the same experience in other regions.
This course's content is not intended to be investment advice and does not...
Read more
In this 1-hour long project-based course, you will learn how to read and interpret the main financial statements and access company performance data through SEC filings. We well be working of the Form 10-K of Apple Inc., and will see the Apple Inc.'s financial performance for 2019. Being able to read and interpret Form 10-K is an essential skill for any financial or equity research analyst.
Note: This course works best for learners who are based in the North America region. We're currently working on providing the same experience in other regions.
This course's content is not intended to be investment advice and does not...
Read more
In this 1-hour long project-based course, you will learn how to read and interpret the main financial statements and access company performance data through SEC filings. We well be working of the Form 10-K of Apple Inc., and will see the Apple Inc.'s financial performance for 2019. Being able to read and interpret Form 10-K is an essential skill for any financial or equity research analyst.
Note: This course works best for learners who are based in the North America region. We're currently working on providing the same experience in other regions.
This course's content is not intended to be investment advice and does not constitute an offer to perform any operations in the regulated or unregulated financial market.
Register for this course and see more details by visiting:
OpenCourser.com/course/covf3l/company
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Teaches learners to read Form 10-K, a required annual report detailing a company's financial health, which is a core skill for careers in finance and equity analysis
Employs real-world examples from Apple Inc. to demonstrate financial data analysis in context, strengthening the practical relevance of the skills being taught
Suitable for learners interested in financial and equity research, providing a foundational understanding of company performance analysis
Save this course
Save Company Reports: Understanding Form 10-K to your list so you can find it easily later:
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Reviews summary
Good for absolute beginners
According to reviews left by previous learners, this introductory course provides a good starting point for those who have little to no experience with reading and interpreting financial reports. The interactive element is positively mentioned in reviews, however, some learners have mentioned that the course may be too simplistic for those with previous experience.
Engaging activity
"Nice little course!!!"
Good intro
"good practice"
Lack of Depth
"Expecting more detailed explanations from the speaker."
Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Company Reports: Understanding Form 10-K with these
activities:
Read 'Financial Statement Analysis: A Practitioner's Guide'' by Martin Fridson
Show steps
This book provides a comprehensive overview of financial statement analysis techniques and methodologies.
View
The Little Book of Picking Top Stocks: How to...
on Amazon
Show steps
-
Purchase or borrow a copy of the book
-
Read the book and take notes on key concepts
-
Complete the practice exercises and case studies in the book
Review Intermediate Financial Accounting Concepts
Show steps
Understanding the fundamental principles of financial accounting will provide a strong foundation for this course.
Show steps
-
Read an overview of Intermediate Financial Accounting concepts
-
Complete practice problems on financial statements
-
Attend a review session or workshop on Intermediate Financial Accounting
Explore the SEC's EDGAR Database
Show steps
Becoming familiar with the SEC's EDGAR database will allow you to easily access and review company financial statements and filings.
Browse courses on
SEC Filings
Show steps
-
Watch a tutorial on using the SEC's EDGAR Database
-
Practice searching for and downloading Form 10-K filings
Five other activities
Expand to see all activities and additional details
Show all eight activities
Create a Summary of Apple Inc.'s Financial Performance
Show steps
Summarizing Apple Inc.'s financial performance will reinforce your understanding of the key financial statements and metrics.
Browse courses on
Financial Performance
Show steps
-
Review Apple Inc.'s Form 10-K
-
Identify the key financial statements and metrics
-
Write a report or presentation summarizing Apple Inc.'s financial performance
Attend a Financial Analyst Career Fair
Show steps
Attending a career fair will allow you to connect with potential employers and learn about career opportunities in financial analysis.
Browse courses on
Networking
Show steps
-
Research financial analyst career fairs in your area
-
Prepare your resume and elevator pitch
-
Attend the career fair and network with employers
Volunteer at a Non-Profit Organization
Show steps
Volunteering at a non-profit organization will allow you to apply your financial skills and knowledge to real-world projects.
Show steps
-
Research non-profit organizations in your area that align with your interests
-
Contact the organization and inquire about volunteer opportunities
-
Volunteer your time and assist with financial tasks
Participate in a Financial Modeling Competition
Show steps
Participating in a financial modeling competition will challenge you to apply your skills and knowledge in a competitive environment.
Browse courses on
Financial Modeling
Show steps
-
Research financial modeling competitions in your area or online
-
Review the competition guidelines and case study materials
-
Develop a financial model and presentation
-
Submit your model and presentation for evaluation
Mentor a Student in Financial Analysis
Show steps
Mentoring a student in financial analysis will reinforce your understanding of the subject matter and provide an opportunity to give back to the community.
Browse courses on
Mentoring
Show steps
-
Identify a student who is interested in financial analysis
-
Develop a mentoring plan and set regular meeting times
-
Provide guidance and support to the student on financial analysis topics
Read 'Financial Statement Analysis: A Practitioner's Guide'' by Martin Fridson
Show steps
This book provides a comprehensive overview of financial statement analysis techniques and methodologies.
View
The Little Book of Picking Top Stocks: How to...
on Amazon
Show steps
Show steps
Show steps
- Purchase or borrow a copy of the book
- Read the book and take notes on key concepts
- Complete the practice exercises and case studies in the book
Review Intermediate Financial Accounting Concepts
Show steps
Understanding the fundamental principles of financial accounting will provide a strong foundation for this course.
Show steps
Show steps
Show steps
- Read an overview of Intermediate Financial Accounting concepts
- Complete practice problems on financial statements
- Attend a review session or workshop on Intermediate Financial Accounting
Explore the SEC's EDGAR Database
Show steps
Becoming familiar with the SEC's EDGAR database will allow you to easily access and review company financial statements and filings.
Browse courses on
SEC Filings
Show steps
Show steps
Show steps
- Watch a tutorial on using the SEC's EDGAR Database
- Practice searching for and downloading Form 10-K filings
Five other activities
Expand to see all activities and additional details
Show all eight activities
Create a Summary of Apple Inc.'s Financial Performance
Show steps
Summarizing Apple Inc.'s financial performance will reinforce your understanding of the key financial statements and metrics.
Browse courses on
Financial Performance
Show steps
Show steps
Show steps
- Review Apple Inc.'s Form 10-K
- Identify the key financial statements and metrics
- Write a report or presentation summarizing Apple Inc.'s financial performance
Attend a Financial Analyst Career Fair
Show steps
Attending a career fair will allow you to connect with potential employers and learn about career opportunities in financial analysis.
Browse courses on
Networking
Show steps
Show steps
Show steps
- Research financial analyst career fairs in your area
- Prepare your resume and elevator pitch
- Attend the career fair and network with employers
Volunteer at a Non-Profit Organization
Show steps
Volunteering at a non-profit organization will allow you to apply your financial skills and knowledge to real-world projects.
Show steps
Show steps
Show steps
- Research non-profit organizations in your area that align with your interests
- Contact the organization and inquire about volunteer opportunities
- Volunteer your time and assist with financial tasks
Participate in a Financial Modeling Competition
Show steps
Participating in a financial modeling competition will challenge you to apply your skills and knowledge in a competitive environment.
Browse courses on
Financial Modeling
Show steps
Show steps
Show steps
- Research financial modeling competitions in your area or online
- Review the competition guidelines and case study materials
- Develop a financial model and presentation
- Submit your model and presentation for evaluation
Mentor a Student in Financial Analysis
Show steps
Mentoring a student in financial analysis will reinforce your understanding of the subject matter and provide an opportunity to give back to the community.
Browse courses on
Mentoring
Show steps
Show steps
Show steps
- Identify a student who is interested in financial analysis
- Develop a mentoring plan and set regular meeting times
- Provide guidance and support to the student on financial analysis topics
Career center
Learners who complete Company Reports: Understanding Form 10-K will develop knowledge and skills
that may be useful to these careers:
Financial Analyst
Financial Analyst
Financial analysts are essential to the financial health of businesses. They help companies assess profitability and make informed decisions. This course in how to read and interpret the main financial statements and access company performance data through SEC filings is perfectly designed to provide foundational knowledge for financial analysts. It helps build a foundation for understanding financial performance by introducing you to the Forms 10-K, a key document for equity research analysts.
Investment Banker
Investment Banker
Investment bankers help companies raise capital by underwriting and selling securities. They also advise companies on mergers and acquisitions and other financial transactions. They need a very strong understanding of company financials, which this course helps build. Understanding SEC forms like the 10-K will go a long way in helping you succeed in this role.
Auditor
Auditor
Auditors examine an organization's financial information to ensure its accuracy and compliance with laws and regulations. They also make recommendations for improvements to internal controls. Reading and understanding company financial statements, like the 10-K, is a key component of auditing. This course will introduce you to these statements and help you build a foundation in how to understand and interpret them.
Budget Analyst
Budget Analyst
Budget analysts help organizations plan and manage their finances. They analyze financial data to identify trends and make recommendations for how to allocate resources. The data used by budget analysts often come from financial statements. Understanding how to read and interpret these statements will be vital to success as a budget analyst. This course will help you learn how to do just that
Financial Planner
Financial Planner
Financial planners help individuals and families plan and manage their finances. They need to understand a client's financial situation to make recommendations. This course will help you build a foundation in how to read and interpret financial statements, which will be helpful for any financial planner.
Tax Accountant
Tax Accountant
Tax accountants help individuals and businesses comply with tax laws. They need to understand a client's financial situation to prepare tax returns and advise on tax planning. This course will help you build a foundation in how to read and interpret financial statements, which will be helpful for any tax accountant.
Venture Capitalist
Venture Capitalist
Venture capitalists invest in early-stage companies. They need to understand a company's financial performance in order to make investment decisions. This course will help you build a foundation in how to read and interpret financial statements, which will be helpful for any venture capitalist.
Financial Advisor
Financial Advisor
Financial advisors help individuals and families plan and manage their finances. They need to understand a client's financial situation to make recommendations. This course will help you build a foundation in how to read and interpret financial statements, which will be helpful for any financial advisor.
Investment Manager
Investment Manager
Investment managers oversee the investment portfolios of individuals and institutions. They need to understand a company's financial performance in order to make investment decisions. This course will help you build a foundation in how to read and interpret financial statements, which will be helpful for any investment manager.
Underwriter
Underwriter
Underwriters assess the risk of issuing securities and determine the appropriate interest rate. They need to understand a company's financial performance in order to make these assessments. This course will help you build a foundation in how to read and interpret financial statements, which will be helpful for any underwriter.
Data Scientist
Data Scientist
Data scientists use data to solve problems and make predictions. They often work with financial data to help businesses make better decisions. This course will help you build a foundation in how to read and interpret financial statements, which will be helpful for any data scientist who works with financial data.
Securities Analyst
Securities Analyst
Securities analysts evaluate the financial performance of companies and make recommendations on whether to buy, sell, or hold their stocks. They need to understand a company's financial performance in order to make recommendations. This course will help you build a foundation in how to read and interpret financial statements, which will be helpful for any securities analyst.
Risk Analyst
Risk Analyst
Risk analysts assess the financial risk of businesses and investments. They need to understand a company's financial performance in order to make recommendations. This course will help you build a foundation in how to read and interpret financial statements, which will be helpful for any risk analyst.
Consultant
Consultant
Consultants provide advice to businesses on a variety of topics, including finance, operations, and strategy. They often need to understand a company's financial performance in order to make recommendations. This course will help you build a foundation in how to read and interpret financial statements, which will be helpful for any consultant.
Portfolio Manager
Portfolio Manager
Portfolio managers invest money on behalf of clients. They need to understand a company's financial performance in order to make investment decisions. This course will help you build a foundation in how to read and interpret financial statements, which will be helpful for any portfolio manager.
For more career information including salaries, visit:
OpenCourser.com/course/covf3l/company
Reading list
We've selected 14 books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Company Reports: Understanding Form 10-K.
Provides a comprehensive overview of financial statement analysis and valuation techniques. It valuable resource for anyone who wants to learn more about how to read and interpret financial statements.
This classic book on investing provides valuable insights into the principles of value investing. It must-read for anyone who wants to learn more about how to invest wisely.
This comprehensive textbook on security analysis valuable resource for anyone who wants to learn more about the fundamentals of investing. It provides a detailed overview of the different types of securities and how to analyze them.
Save
Provides a simple and straightforward guide to investing. It great resource for anyone who wants to learn more about how to invest for the long term.
Provides a theoretical framework for understanding the value of investments. It valuable resource for anyone who wants to learn more about the underlying principles of investing.
This textbook provides a comprehensive overview of corporate finance. It valuable resource for anyone who wants to learn more about the different aspects of corporate finance, such as capital budgeting, capital structure, and dividend policy.
Provides a comprehensive overview of fixed income analysis techniques. It valuable resource for anyone who wants to learn more about how to analyze bonds.
Save
This handbook provides a comprehensive overview of the fixed income market. It valuable resource for anyone who wants to learn more about the different types of fixed income securities and how to invest in them.
This textbook provides a comprehensive overview of financial markets and institutions. It valuable resource for anyone who wants to learn more about the different types of financial markets and how they operate.
Save
This textbook provides a comprehensive overview of macroeconomics. It valuable resource for anyone who wants to learn more about the different aspects of macroeconomics, such as inflation, unemployment, and economic growth.
This textbook provides a comprehensive overview of microeconomics. It valuable resource for anyone who wants to learn more about the different aspects of microeconomics, such as supply and demand, market equilibrium, and consumer choice.
Save
This textbook provides a comprehensive overview of econometrics. It valuable resource for anyone who wants to learn more about the different aspects of econometrics, such as regression analysis, time series analysis, and panel data analysis.
This textbook provides a comprehensive overview of statistics for business and economics. It valuable resource for anyone who wants to learn more about the different aspects of statistics, such as descriptive statistics, inferential statistics, and regression analysis.
This textbook provides a comprehensive overview of calculus for business, economics, and the social sciences. It valuable resource for anyone who wants to learn more about the different aspects of calculus, such as limits, derivatives, and integrals.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/covf3l/company
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Time
1 hours
Via
Coursera
Institution
Coursera Project Network
Instructors
Bekhruzbek Ochilov, ACSI
Bekhruzbek Ochilov, ACSI, IGCAP
Good to know
Teaches learners to read Form 10-K, a required annual report detailing a company's financial health, which is a core skill for careers in finance and equity analysis
Employs real-world examples from Apple Inc. to demonstrate financial data analysis in context, strengthening the practical relevance of the skills being taught
Suitable for learners interested in financial and equity research, providing a foundational understanding of company performance analysis
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