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SEC Form 8-K: When to File and What to Disclose (SEC8)

  • Format Self-Study Download
  • Credits 4.00
  • Level Basic
  • Field of Study Accounting (4)

Overview

This course provides an overview of the SEC Form 8-K. This is a broad form used to notify investors in U.S. publicly traded companies of certain events that may be important - generally within four business days of the respective triggering event. This course provides a detailed look at the events that require a Form 8-K filing, the relevant disclosures, and presents a number of examples to help illustrate disclosure of these events.



Major Topics:

  • The overall purpose of the Form 8-K
  • Triggering events for filing the Form 8-K
  • Filing deadline for the Form 8-K

Learning Objectives:

  • Recognize the overall purpose of the Form 8-K
  • Identify the time period in which a Form 8-K must be filed with the SEC
  • Recognize the events that require the filing of a Form 8-K
  • Identify overall disclosure requirements for triggering events requiring a Form 8-K

Who should take this course:

Financial practitioners who want an overview of the SEC Form 8-K

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IRS Approval Surgent
CFP Approval Surgent
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