Understanding Company Performance Using Annual Reports Edplx

Price: GBP 12
~~GBP 262~~

Duration: 3 Hours

Course details

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

Updated on 31 January, 2023

Eligibility / Requirements

This course is open to all with no formal entry requirements.

Job roles this course is suitable for:

Business Development Leader , Business Analyst , Customer Business Manager , Senior Business Development Manager

About Edplx

Edplx is a UK based talent driven company and global leader in online courses. We are proud of helping learners in attaining real qualifications and leading them to success. We offer award body accredited online courses recognised by respected companies and organisations giving you the career and network opportunity. We are proud to work alongside with world class Instructors and Professors providing the best of education. We are on a mission to help students have access to education from all parts of the world. We believe everyone should have the opportunity to study, learn and attain a career. We offer a variety of online courses that will help focus on the subjects our learners are interested in. We ensure our students are exposed to knowledge shared by highly professional instructors around the globe which cannot be learned in books.

Why choose us?