Course Overview
5 Modules to Master Analyzing Financial Reports
This course is designed to provide you with a clear and structured approach to navigating SEC filings. You will develop an understanding of the vital information contained within SEC filings and financial statements and uncover key insights that will empower you to make informed decisions based on a solid understanding of these documents.
Who is this Course for?
Motivated college students who want to learn to read financial reports
Professionals looking to prepare for a career in high finance
Key Outcomes
Understand ALL SEC filings
By the end of this course, you will have gained a deep understanding of SEC filings, making it highly relevant for professionals in high finance, including investment banking, private equity, and related industries.
Unlocking 10-K Mastery
In this course, you'll equipped with a comprehensive template designed specifically for organizing the key elements of a 10-K report to help you present and summarize information efficiently.
Boost Your Confidence and Earnings Potential
Once you finish this course, you'll feel more confident navigating SEC filings and preparing for interviews, which will increase your odds of earning a higher salary.
This course has helped our students and young professionals land and thrive at positions across all top Wall Street firms, including:
WHAT’S INCLUDED
A step-by-step course to help you Analyze Financial Reports
Module 1: Introduction
In this module, we introduce the course structure and objectives … By the end of this course, you will have a firm grasp of SEC Filings.
Module 2: Overview of SEC Filings
In this module, we explore the key SEC filings, both the longer ones (10-Q and 8-K) and the shorter ones (S-1 and S-4). We also explore the most important SEC filing, the 10-K annual report.
Module 3: Breaking Down The 10-K Annual Report
In this module, we dive deep into the 10-K report highlighting its Key Components: Business Overview, Risks, MD&A, Financial Statements, and other Components.
Module 4: Specialty Filings S-1
In this module, we move on to the first of the long form specialty filings, the S-1 or shelf registration. We'll break down its key components and compare it to the 10-K.
Module 5: Specialty filings S-4
In this module, we'll dive into the S-4 report and cover its key components. We also include a WSO Template for consolidating notes from SEC Filings.
Don’t Take Our Word For It
Hear From Our Students
Wall Street Oasis has trained over 63,000 students at elite corporate and educational institutions for over a decade.
I'm an Econ major student, so I've never been taught how to properly do a model, and WSO's modeling course not only prepped me for modeling but also taught me a lot of tips and tricks that have saved me so much time while building up models. Also, it helped me to ace all my technical interviews.
For those who thinking about getting this course, do it now! You won't regret!
I am not sure how it compares to other LBO courses in terms of value for money (if there are even other LBO online courses out there), but I do want to emphasize that it is an extremely dense course compared to most other online/MOOC courses so the price (probably) scales accordingly compared to standard online course prices from other services.
I've been hailed by my boss and colleagues at work, trident insurance co.ltd finance department,I used the knowledge also in PowerPoint and word ,these hotkeys apply almost in ppt,word and excel. I've been so efficient yet I'm still in campus.
A local leather turning firm also gave me a role in finance and accounting and it's been a lovely experience, I've actually recoup the money I paid wall street oasis for the course and in fact I got a massive discount, Patrick didn't sell it to me$497 dollars if I remember. The PowerPoint course could improved though,it only gives tricks but does not teach one how to actually create a full presentation or pitchbook. I'm sorry that I have to write my review away from home, I saw the email from Patrick and had planned to do this at home unfortunately my schedule with university,exams have Started and work reasons left me with no time,so seeing the second email I had to pull over and give at least something back by the roadside. If one is keen on a career in finance WSO is the place, it's worth it and the discussion section will broaden your commercial awareness. Thank you WSO.
Finally you'll get to the modeling, and you'll cover that in reasonable depth to understand what you're doing.
The course is well laid out with exams at the end of every module. The files you keep from this are a great future reference if you ever forget how exactly to do something. One last thing that I found excellent: the instructor is not just an Excel instructor, but also clearly works in finance. This shows up in additional tips throughout the course on best practices and how best to present your models.
The theory explanation is straight to the point and clear. I could understand all the concepts to build a complex financial modeling.
Currently I'm working at a M&A company in Brazil, and what I've learnt in this course is very useful for my daily tasks.
I do recommend this course.
The teacher explain complex topics in a simple way.
There are questions at the end of each section that could be improved upon, but it's a modeling course not exam prep so it is understanable.
Overall, I would recommend this course to someone interested in learning LBOs.
I've done Excel courses before like this but with no practice, so only little of what I learned actually stuck. Practice makes perfect so I'm gonna head back to that :D
A solid use of time and great value for money - especially if purchased within the bundles.
Received this as part of a bundle (fantastic value, I might add), and this was the perfect walk through for someone that knows theoretically what an LBO is, but wants a nuts and bolts perspective. Very accessible and quickly brings you up to speed. A very high yield course.
Certificates
Get The Analyzing Financial Reports Course Certification
After completing the course, all students will be granted the WSO Analyzing Financial Reports Course Certification. Use this certificate as a signal to employers that you have the technical skills to immediately add value to your team.
Demonstrate that you have put in the work outside of university courses to make yourself an expert in analyzing financial reports. Easily share to LinkedIn and other social media sites to highlight your skills and strengthen your profile as a candidate.
Course Benefits
How much is the Analyzing Financial Reports Course Worth?
What You Get |
Value |
---|---|
WSO Analyzing Financial Reports Course 35+ video lessons across 5 modules taught by Top Equity Analysts... |
$300 |
24 Months of Unlimited Elite Support from Actual Finance Pros Have a technical question? Easily drop a comment into any lesson and get a response from a pro within 48hrs. |
$300 |
Total Value |
$600 |
Consider this your first investment in a long career...
After all, you've likely already spent tens of thousands of dollars on college (and perhaps tens of thousands more on an MBA)...
When you start your coveted finance job, you'll be making well over $200,000...
...over $350,000 if you have an MBA...
And that's just the beginning of a long and very lucrative career that could easily net you millions...
Even at thousands of dollars and your ROI would still be huge…
At a fraction of that price, the ROI is even better... When you do the math, it's a no brainer.
And that doesn't include the time you'd have to spend figuring all of this out and the hours of sleep these courses will save you.
Even if you used the free info online, you'd still have to find it, organize it, vet it and test it to get it to work. That would take months… and at that point, you may have missed your window.
The WSO Analyzing Financial Reports Course gives you everything you need to be super-efficient and master SEC Filings… quickly and easily.
But we're not going to charge you thousands...
We won't even ask for half of that...
Get Unlimited Lifetime Access To The Analyzing Financial Reports Course For
This offer (+bonuses) is limited-time only
12 Month Money-Back Guarantee
Your investment is protected by our 12-Month Risk-Free Guarantee -- easily the most generous in the market.
If, for any reason (or no reason), you don't think the WSO Analyzing Financial Reports Course is right for you, just do the following within 365 days of your enrollment:
- Email [email protected] letting us know
- That's it!
We'll refund every penny. No questions asked. We bear the risk and will eat the transaction fees because we're that confident you'll love it.
Course Reviews
Here’s what professionals like you think of the course.
I'm an Econ major student, so I've never been taught how to properly do a model, and WSO's modeling course not only prepped me for modeling but also taught me a lot of tips and tricks that have saved me so much time while building up models. Also, it helped me to ace all my technical interviews.
For those who thinking about getting this course, do it now! You won't regret!
The theory explanation is straight to the point and clear. I could understand all the concepts to build a complex financial modeling.
Currently I'm working at a M&A company in Brazil, and what I've learnt in this course is very useful for my daily tasks.
I do recommend this course.
I am not sure how it compares to other LBO courses in terms of value for money (if there are even other LBO online courses out there), but I do want to emphasize that it is an extremely dense course compared to most other online/MOOC courses so the price (probably) scales accordingly compared to standard online course prices from other services.
Received this as part of a bundle (fantastic value, I might add), and this was the perfect walk through for someone that knows theoretically what an LBO is, but wants a nuts and bolts perspective. Very accessible and quickly brings you up to speed. A very high yield course.
FAQ
Answers to popular questions
About
Top professionals with many years of Equity Research experience
- MBA Students and Business Undergraduates
- Current IB Analysts
- Corporate Finance Professionals
- Anyone trying to break into IB, PE, and related industries
- Professionals looking to lateral into high finance
- Taught and vetted by actual industry professionals
- Course content is continually reviewed and updated
- Learn to excel while analyzing SEC filings
- Video-based self-study online courses from elite faculty (all current or previous finance professionals from top firms)
- Interactive quizzes
- Gamification to make more engaging
- 24 months elite support
ENQUIRIES
Any other questions?
We’re here to help.
We're confident you'll love the program and happy to answer any questions you have! E-mail [email protected] at any time and we'll get back to you within a few hours.