Catalogue

Description

This course will be an overview of:

• Collecting annual report data from the SEC and a company’s website.
• Required components of an annual report.
• Analytical tools to research and review financial filings.
• Questions to answer through an effective analysis.
• Case study of annual report analysis using Starbucks FY2018 10-K as an example.

After completing this course, the learner should be able to:

• Define the process for finding and analyzing a company’s annual report.
• Identify key components of an annual report.
• Recognize the information contained in a company’s annual report.
• Identify similarities and differences in SEC filings and company-provided reports.