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Company Reports

Understanding Form 10-K

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...
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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.
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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

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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
"E​xpecting more detailed explanations from the speaker."

Activities

Coming soon We're preparing activities for Company Reports: Understanding Form 10-K. These are activities you can do either before, during, or after a course.

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 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 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
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 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 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 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 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 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 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
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 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 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 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
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 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.

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.
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.
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.
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.
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.

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