Understanding Company Performance Using Annual Reports هذه الدورة تدرس باللغة الإنجليزية

تفاصيل الدورة

Listed companies are bound by duty to provide all necessary information to stakeholders in order to understand companies' performance. Some stock exchanges have dedicated formats and requirements while others have broad guidelines.

Reporting requirements however includes a minimum of

• Companies product information, competitors, market risks, and road strategies
• Management report explaining key aspects of companies performance (management, however, may not report all issues and materiality definition is vague)
• Audited financial statements.

Annual reports are quite large documents with a full load of information. Investors and stakeholders can not trust all information and disclosure prima facie. hence they need to understand the structure of annual reports, what section contains what kind of information.

Users need a logical approach in getting around with the annual report, in this course, we will teach you that approach with practical examples and follow along the process.

We used APPLE inc as a case study and South West airlines as an example.

Why choose Edplx?

• Internationally recognised accredited qualification
• Access to our free career advisors
• Approved UK Learning Centre
• 1 year accessibility to the course
• Attain PDF or hardcopy certificate to show employers
• Study at your own pace anywhere
• Employer has access to certificate validation
• Tutor Support available Monday-Friday
• Invitation to job fairs

Course Curriculum

This Course will cover some of the following topics:-

INTRODUCTION & FUNDAMENTALS

• Introduction to the annual Reports 
• Annual Report information requirements from stock exchanges 
• Sample of Annual Reports Trim 
• How to Download reports 
• How to Download reports from Company Websites 

GETTING STARTED WITH ANNUAL REPORTS - UNDERSTAND STRUCTURE AND CONTENT

• Overview of annual report downloaded in previous video
• Explaining Structure of 10K and annual reports 
• Key Steps in getting around with Annual Reports 

STEPS IN EVALUATING ANNUAL REPORTS

• Step 1 – Understanding Company and its business 
• Step 1 – Understanding Risks related to company 
• PDF: 10k Apple ;
• Step 2 – Understanding market news and development to understand risks management may not tell users 
• Step 3 – Reading Management Discussion and Analysis 
• Step 4 Using vertical analysis and horizontal analysis to identify area of concern 
• Step 4 Understanding balance sheet and using Ratio analysis, cash flow to understand concerns
• Completed Example of Southwest Airlines 
• Document: Case Study (Southwest airline)-Financial Statement Analysis 
• Excel: Southwest airlines details calculation 
• Final Video on presentation and assignment 

ADDITIONAL RESOURCES

• Resources File 

تحديث بتاريخ 31 January, 2023