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myCPE

How to Read, Understand, Analyze and Present Annual Reports 3 Credits

How to Read, Understand, Analyze and Present Annual Reports 3 Credits

  • Rating

    4.4
  • Reviewed on

    February, 2024
  • Subject Area

    Accounting

Learning mode

On Demand
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objective

  • To analyze the structure of annual reports.
  • To review stock exchange regulatory requirements.
  • To explain how to read annual reports.
  • To inspect how to analyze annual reports.
  • To identify what information is found and what is usually missing from reports and where to find missing information.
  • To analyze how to use analysis techniques to understand what the company is hiding.
  • To explore financial statement analysis of APPLE and Southwest airlines.

Course Overview

A company's annual report is the single most important way for potential investors to understand the financial state of a company. Listed companies are bound by duty to provide all necessary information to stakeholders 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 cannot 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 CPE course speaker Manish Gupta 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.

Join this CPE webinar on Accounting and let us know if you have any other ideas and suggestions to add here!

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 3 CPE Approved
CPA in Canada 3 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 3 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 3 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 3 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 3 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 3 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
Accounting for Certified Fraud Examiner (CFE) 3 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 3 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 3 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 3 CPD Eligible
Chartered Accountants - Scotland 3 CPD Eligible
CPA - Ireland 3 CPD Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
Accounting for Licensed Public Accountant (LPA) 3 CPE Eligible
Accounting for CIPM 3 PL Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 3 CE Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 3 CPE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 3 CPE Approved
CPA in Canada 3 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 3 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 3 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 3 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 3 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 3 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
Accounting for Certified Fraud Examiner (CFE) 3 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 3 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 3 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 3 CPD Eligible
Chartered Accountants - Scotland 3 CPD Eligible
CPA - Ireland 3 CPD Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
Accounting for Licensed Public Accountant (LPA) 3 CPE Eligible
Accounting for CIPM 3 PL Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 3 CE Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 3 CPE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 3 CPE Approved
CPA in Canada 3 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 3 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 3 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 3 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 3 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 3 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
Accounting for Certified Fraud Examiner (CFE) 3 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 3 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 3 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 3 CPD Eligible
Chartered Accountants - Scotland 3 CPD Eligible
CPA - Ireland 3 CPD Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
Accounting for Licensed Public Accountant (LPA) 3 CPE Eligible
Accounting for CIPM 3 PL Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 3 CE Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 3 CPE Eligible

Additional Information

Credits

3

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

Explore CPA CPE Courses with MY-CPE. Our online offerings make it easy for you to fulfill your CPA CPE requirements. With a broad selection of topics taught by experienced professionals, you can enjoy flexible scheduling and self-paced learning. Say goodbye to traditional methods and begin your path to professional growth with us today!

About Instructor

Manish Gupta
Manish Gupta

Founder & CEO, VITTPRO

  • 4.3
  • rating
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Energetic, ambitious and Result-oriented professional, offering +15 years of extensive experience in Management, operations, Finance, Audit, Risk management, marketing and Customer experience.

Manish has hands-on experience in Monthly Reporting and Pnl Analysis, Budgeting and strategic planning.

Passionate for learning and development, thinking in innovative and non-traditional ways, Manish is your business partner for growth.

Manish is experienced with leading projects for change. He has led ERP implementation for 16 hotels in Htoo Group.

Manish is focused, display positive attitude and Topline growth approach towards business problems. He believes in efficiencies and lean management.

He is also on his Entrepreneurial journey and founded https://ehotelmanagementschool.com for sharing knowledge and experience via online classes and sessions. Startup also help small hotels and other startups with finance and management consulting.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

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YM

Yukio Matsushita, CPA (US)
5

Using real life example and use Apple was very good case study.

SS

Steven Shell, CPA (US)
5

I found this to be an engaging webinar given it's length.

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    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

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    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

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    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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