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This course equips learners with vital skills to navigate annual reports and evaluate company performance. Participants gain insights into assessing business health and prospects. Topics covered include the significance of annual reports, accessing them from stock exchanges and company websites, understanding the structure of 10K reports, and evaluating reports through techniques like business analysis, risk identification, and market monitoring. Learners also interpret management discussions, perform vertical and horizontal analysis, ratio analysis, and cash flow assessment on balance sheets. The course includes a practical example of Southwest Airlines.

Course Price:
Original price was: £194.00.Current price is: £19.99.
Course Duration:
2 hours, 55 minutes
Total Lectures:
17
Total Students:
107
Average Rating:
4.5

Overview

This comprehensive course equips learners with the essential skills to navigate annual reports effectively and evaluate a company's performance. By understanding the intricacies of these financial documents, participants will gain valuable insights into assessing the health and prospects of businesses. The course begins with an introduction to annual reports, providing an overview of their significance and the information requirements imposed by stock exchanges. Learners will also learn how to access annual reports both from stock exchanges and company websites.

Building upon this foundation, participants will delve into the structure and content of annual reports, with a particular focus on 10K reports. They will gain a clear understanding of the sections comprising these reports, allowing them to navigate them with ease. The course then progresses to the crucial steps involved in evaluating annual reports. Learners will explore key techniques such as analyzing the company's business, identifying risks associated with the company, and keeping abreast of market news and developments. Additionally, they will learn how to interpret management discussion and analysis sections to glean valuable insights.

Furthermore, participants will be equipped with the skills to perform vertical and horizontal analysis, as well as ratio analysis and cash flow assessment to identify areas of concern within balance sheets. The course concludes with a completed example of Southwest Airlines, offering learners a practical demonstration of the concepts covered.

By the end of the course, participants will possess a comprehensive toolkit to interpret annual reports effectively, enabling them to make informed decisions when evaluating a company's performance. With this knowledge, they will be better equipped to assess risks, identify areas for improvement, and ultimately make sound investment or business decisions.

What Will You Learn?

  • The importance of annual reports and the information requirements imposed by stock exchanges.
  • How to access and download annual reports from both stock exchanges and company websites.
  • The structure and content of annual reports, with a focus on 10K reports.
  • Key steps involved in evaluating annual reports to assess a company's performance.
  • Techniques to understand a company's business and identify associated risks.
  • How to stay updated on market news and developments to manage risks effectively.
  • How to interpret management discussion and analysis sections for valuable insights.
  • Methods for performing vertical and horizontal analysis to identify areas of concern.
  • How to analyze balance sheets using ratio analysis and cash flow assessment.
  • A completed example of Southwest Airlines to demonstrate the application of concepts.
  • Effective presentation and assignment skills for conveying your analysis and findings.

Who Should Take The Course?

  • Investors and Traders: Individuals who want to make informed investment decisions by understanding and analyzing annual reports.
  • Financial Professionals: Accountants, financial analysts, and professionals in the finance industry who need to evaluate companies' performance and assess financial risks.
  • Business Owners and Entrepreneurs: Individuals who want to gain insights into their competitors' financial health and make strategic decisions based on annual report analysis.
  • Students and Researchers: Those studying finance, business, or related fields who wish to deepen their understanding of annual reports and financial analysis.
  • Stock Market Enthusiasts: Individuals interested in the stock market who want to enhance their knowledge and skills in evaluating companies using annual reports.
  • Corporate Professionals: Employees working in finance, accounting, or corporate strategy roles who want to develop a comprehensive understanding of annual reports to support decision-making processes.

Requirements

  • Basic proficiency in reading and understanding financial statements.
  • Familiarity with general business concepts and terminology.
  • Access to a computer or mobile device with internet connectivity.
  • Basic computer skills, including the ability to navigate websites and download files.
  • Software applications capable of opening and viewing PDF documents and spreadsheets.
  • A willingness to engage in self-paced learning and complete assignments or exercises.
  • A genuine interest in understanding and evaluating companies' performance through annual reports.

Course Curriculum

    • INTRODUCTION TO THE ANNUAL REPORTS 00:03:00
    • ANNUAL REPORT INFORMATION REQUIREMENTS FROM STOCK EXCHANGES 00:12:00
    • SAMPLE OF ANNUAL REPORTS 00:05:00
    • HOW TO DOWNLOAD REPORTS FROM STOCK EXCHANGES 00:04:00
    • HOW TO DOWNLOAD REPORTS FROM COMPANY WEBSITES 00:04:00
    • OVERVIEW OF ANNUAL REPORT DOWNLOADED IN PREVIOUS VIDEO 00:02:00
    • EXPLAINING STRUCTURE OF 10K AND ANNUAL REPORTS 00:12:00
    • KEY STEPS IN GETTING AROUND WITH ANNUAL REPORTS 00:09:00
    • STEP 1.1 – UNDERSTANDING COMPANY AND ITS BUSINESS 00:17:00
    • STEP 1.2 – UNDERSTANDING RISKS RELATED TO COMPANY 00:15:00
    • STEP 2 – UNDERSTANDING MARKET NEWS AND DEVELOPMENT TO UNDERSTAND RISKS MANAGE 00:07:00
    • STEP 3 – READING MANAGEMENT DISCUSSION AND ANALYSIS 00:16:00
    • STEP 4.1 – USING VERTICAL ANALYSIS AND HORIZONTAL ANALYSIS TO IDENTIFY CONCERN AREA 00:17:00
    • STEP 4.2 – UNDERSTANDING BALANCE SHEET AND USING RATIO ANALYSIS, CASH FLOW 00:25:00
    • 15. COMPLETED EXAMPLE OF SOUTHWEST AIRLINES 00:18:00
    • FINAL VIDEO ON PRESENTATION AND ASSIGNMENT 00:04:00
    • Order Certificate 00:05:00

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