Master Financial Report Analysis with Wall Street Prep’s Expert-Led Course

Comprehensive Course Overview

Unlock the secrets of financial report analysis with Wall Street Prep’s “Analyzing Financial Reports” course, expertly designed by Matan Feldman. This comprehensive program is packed with practical exercises and insightful tips, enabling you to efficiently interpret and navigate complex financial filings. Whether you’re a budding finance professional or an established investor, this course demystifies essential financial statements through a clear, step-by-step methodology.

What Is Matan Feldman – Wall Street Prep – Analyzing Financial Reports?

“Analyzing Financial Reports” is a comprehensive course designed by Wall Street Prep, founded by Matan Feldman, to help professionals and students proficiently read and analyze financial statements and reports. The course is tailored to demystify complex financial documents and improve the efficiency and accuracy of financial analysis.

PROOF OF COURSE (13.2 GB)

Master Essential Financial Filings: 10-K, 10-Q, 8-K, S-4 & S-1

Dive deep into the most critical financial documents used by investment professionals daily. This course covers:

• 10-K: Understand the annual comprehensive overview of a company’s financial performance.
• 10-Q: Gain insights from quarterly reports to monitor ongoing business health.
• 8-K: Stay informed with current reports that announce significant events.
• S-4 & S-1: Explore registration statements for securities offerings and mergers.

By engaging with real-world reports, you’ll learn to recognize and interpret the structure and key disclosures that drive effective financial analysis.

Learn the 10-K, 10-Q, 8-K, S-4 & S-1

• 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.

What You Will Learn From Analyzing Financial Reports?

• Learn the layout and composition of financial reports such as the 10-K, 10-Q, 8-K, S-4, S-1, and many others.
• Read and understand financial footnotes.
• Filled with exercises that test and reinforce covered concepts.
• Learn to recognize patterns in the structure of the various financial reports to improve efficiency on the job.
• Taught using clear, easy-to-follow materials that bridge academic concepts with how they are presented in financial reports.

Wall Street Prep’s Analyzing Financial Reports course is used at top financial institutions and business schools.

Course TOC:

Chapter 1: Overview

1. Welcome to Reading & Analyzing Financial Reports

2. Course Downloads

3. Introduction to Financial Filings

Chapter 2: Introduction to the 10-K

4. The Annual Filing: 10-K Structure Overview

5. Annual Report vs. The 10-K

6. Introduction to the 10K Review

Chapter 3: Red Meat – Critical Disclosures in the Annual Filing

7. Business Overview & Risk Factors

8. Selecting Financial Data & Management Discussion & Analysis

9. The Financial Statements, Part 1

10. The Financial Statements, Part 2

11. Important Footnotes: Accounting Policies & Expense Breakouts

12. Important Footnotes: Taxes, EPS & Restructuring

13. Important Footnotes: Discontinued Ops, PP&E, Intangibles & Other

14. Important Footnotes: Debt, Equity, Stock Options & Converts

15. Important Footnotes: Leases

16. Critical Disclosures in the Annual Filing Review

Chapter 4: Other Important Filings

17. The Quarterly Filing (10-Q)

18. 8-K

19. S-1

20. S-3 & S-4

21. Proxy & 20-F

22. The End

23. Other Important Filings Review

Benefits of Enrolling in This Course

• Expert Instruction: Learn from industry professionals with extensive experience in financial analysis.
• Practical Application: Apply academic concepts to real financial reports, enhancing your job performance.
• Widely Recognized: Trusted by top financial institutions and prestigious business schools for comprehensive training.
• Enhanced Efficiency: Streamline your report analysis process by recognizing and utilizing common structural patterns.

Who Is The Matan Feldman – Analyzing Financial Reports For?

This course is ideal for:

• Finance Professionals: Enhance your ability to analyze and interpret financial documents effectively.
• Investors: Make informed investment decisions by understanding critical financial disclosures.
• Business Students: Gain practical skills that complement your academic studies in finance and business.
• Aspiring Analysts: Build a strong foundation in financial report analysis to advance your career.

Who Is Matan Feldman?

Matan Feldman is a notable figure in the financial sector, known for founding Wall Street Prep in 2004. His company is dedicated to enhancing the skills of finance professionals through specialized training materials and courses. Prior to starting Wall Street Prep, Feldman gained valuable experience in the finance industry as an investment banking analyst at JP Morgan’s M&A group and as an equity research associate​.

Conclusion

Elevate your financial analysis skills with Wall Street Prep’s “Analyzing Financial Reports” course. By mastering essential financial filings and developing a keen understanding of key disclosures, you’ll gain the expertise needed to excel in the competitive world of finance.