13-F Training for Investment Managers

Unlock the secrets to successful SEC 13-F filings with our budget-friendly training program tailored for Investment Managers. Dive into our specialized courses and webinars, offering a deep dive into 13-F filing requirements, compliance strategies, and reporting best practices. Ideal for portfolio managers, hedge fund professionals, and financial analysts, our training equips you with the knowledge to navigate the complexities of 13-F reporting, SEC regulations, and portfolio disclosure with confidence. Enhance your skills in practical 13-F filing processes, compliance management, and investment strategy reporting. Join our program today and set yourself apart in the investment management industry with mastery in EDGAR 13-F filings, ensuring accuracy, compliance, and strategic insight in your financial reporting.

Unlock Your Potential with our Comprehensive Self-Paced SEC EDGAR Filer Training Courses for SEC Form 13-F filing!

Are you an SEC EDGAR filer, investment manager, securities lawyer, paralegal, CPA, bookkeeper, or financial professional looking to enhance your expertise and stay ahead in the competitive landscape of securities regulation and compliance? Look no further! Our cutting-edge platform offers a diverse array of FREE and low-cost self-paced training courses meticulously crafted to empower professionals like you. Using easy-to-understand and simple language, these interactive web-based eLearning training courses present content in an interesting and engaging format for enhanced retention.

Dive into our extensive curriculum covering essential topics including SEC Form 13-F Regulatory guidelines, 13-F Compliance frameworks, EDGAR Form 13F demystification, Form 13-F reporting insights, Investment Management strategies, and a deep dive into SEC Form 13-F XML Information Table implementation.

Our courses are designed to accommodate various learning styles and levels of expertise, ensuring accessibility and relevance for both beginners and seasoned professionals. What's more, select courses offer prestigious certificates upon completion, providing tangible proof of your commitment to excellence in the field.

SEC 13-F Filing Training

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Training - Form 13-F
sec-edgar-filing.com
a division of Advanced Computer Innovations, Inc. 70 Office Park Way • Pittsford, NY 14534-1746 (USA) Phone or text: 585-310-1740 • Email: click here
Copyright © Advanced Computer Innovations, Inc. 1993 - 2024 Last updated 2024-06-07 EDGAR® and SEC® are trademarks of the U.S. Securities and Exchange Commission. Advanced Computer Innovations, Inc.’s products and services are not affiliated with or approved by the U.S. Securities and Exchange Commission.
Welcome to our self-paced online training course on SEC Form 13-F (Securities Holdings filing) for Investment Managers and other SEC Filers. With engaging content designed by niaLearnings LLC, a professional eLearning design and development company, this course employs sound instructional design principles, interactivity and feedback to enhance learning and retention, while presenting sometimes complex material in an interesting and easy-to-understand format. You can take this course at your own pace anywhere - in the office, at home, or on the go - and on any device with internet access (computer, tablet or mobile phone).

Course Content

This in-depth course covers the SEC Section 13-F Rules and Regulations that Investment Mangers and Financial Professionals should be aware of. It also provides guidance on staying compliant by filing SEC Form 13-F, as well as training on preparation of the Securities Holdings Table in the proper XML format required for submission to the SEC's EDGAR ® system. The topics covered include: Welcome o Course Objectives o What to expect in this course Fundamentals o What is SEC Form 13-F o Who needs to file Form 13-F o 13-F Filing Schedule and Deadlines o 13-F Securities o How is Form 13-F filed? Form 13-F explained o Parts of Form 13-F o Cover Sheet o Securities Holdings Table o Information Table Preparation Tools o Organizing the Holdings Table o Create XML Information Table - Video Submitting a 13-F Filing o How to submit a 13-F filin o What happens after submission Advanced Topics o Advisors, Sub-Advisors and “Other Managers” o 13-F Filing Types and Amendments o Confidential 13-F Filings

Completion Certificate

Upon completing this course and passing the Certification Quiz, you are awarded a verifiable Certificate of Achievement which you can download, print, frame, share, and reference in your résumé and professional profile.

Pricing

The cost is $49, which gives you unlimited access to the course from anywhere, any number of times, for one full year. You can continue accessing the course even after completion to act as a refresher or to keep up with new developments. Click here to purchase this course. We’ll then promptly email you a User ID and password with instructions to access the course. If you already have a User ID and password, click here to access the course.  Pay and Access the Course 

And more …

Click here fore more information about our SEC Filer Training programs, Free Presentations and cost-effective Quick MicroLearning for SEC EDGAR Filers. Our Free Presentations provide basic conceptual overviews. They are intended for filers who want a basic understanding of a specific area of SEC filing, but not necessarily the in-depth knowledge needed to do filings themselves. These presentations require no payment or registration. Our Quick MicroLearning Courses are designed for quickly learning about a single specific topic. They are intended for filers who want to prepare and submit relatively simple filings themselves, but need relevant information in one place with step-by-step instructions, tips and tricks. Sufficiently detailed information is provided in an interesting and easy format, utilizing interactivity, quizzes, feedback and other elements to enhance learning and retention. Our reasonably priced In-depth Training Courses (with certification) provide detailed and often complex information in an interesting and easy-to-understand format, and are intended for filers who want a sufficiently thorough knowledge of a specific area of SEC filing so that they can prepare and submit SEC filings themselves. Upon completing a course and passing the Certification Quiz, you are awarded a verifiable Certificate of Achievement which you can download, print, frame, share, and reference in your résumé and professional profile.
a

SEC Form 13-F
(Securities Holdings filing)
for Investment Managers
and other SEC Filers

Training - Form 13-F
sec-edgar-filing.com
a division of Advanced Computer Innovations, Inc. 70 Office Park Way • Pittsford, NY 14534-1746 (USA) Phone or text: 585-310-1740 • Email: click here
Copyright © Advanced Computer Innovations, Inc. 1993 - 2024 Last updated 2024-06-07 EDGAR® and SEC® are trademarks of the U.S. Securities and Exchange Commission. Advanced Computer Innovations, Inc.’s products and services are not affiliated with or approved by the U.S. Securities and Exchange Commission.
Welcome to our self-paced online training course on SEC Form 13-F (Securities Holdings filing) for Investment Managers and other SEC Filers. With engaging content designed by niaLearnings LLC, a professional eLearning design and development company, this course employs sound instructional design principles, interactivity and feedback to enhance learning and retention, while presenting sometimes complex material in an interesting and easy-to-understand format. You can take this course at your own pace anywhere - in the office, at home, or on the go - and on any device with internet access (computer, tablet or mobile phone).

Course Content

This in-depth course covers the SEC Section 13-F Rules and Regulations that Investment Mangers and Financial Professionals should be aware of. It also provides guidance on staying compliant by filing SEC Form 13-F, as well as training on preparation of the Securities Holdings Table in the proper XML format required for submission to the SEC's EDGAR ® system. The topics covered include: Welcome o Course Objectives o What to expect in this course Fundamentals o What is SEC Form 13-F o Who needs to file Form 13-F o 13-F Filing Schedule and Deadlines o 13-F Securities o How is Form 13-F filed? Form 13-F explained o Parts of Form 13-F o Cover Sheet o Securities Holdings Table o Information Table Preparation Tools o Organizing the Holdings Table o Create XML Information Table - Video Submitting a 13-F Filing o How to submit a 13-F filin o What happens after submission Advanced Topics o Advisors, Sub-Advisors and “Other Managers” o 13-F Filing Types and Amendments o Confidential 13-F Filings

Completion Certificate

Upon completing this course and passing the Certification Quiz, you are awarded a verifiable Certificate of Achievement which you can download, print, frame, share, and reference in your résumé and professional profile.

Pricing

The cost is $49, which gives you unlimited access to the course from anywhere, any number of times, for one full year. You can continue accessing the course even after completion to act as a refresher or to keep up with new developments. Click here to purchase this course. We’ll then promptly email you a User ID and password with instructions to access the course. If you already have a User ID and password, click here to access the course.  Pay and Access the Course 

And more …

Click here fore more information about our SEC Filer Training programs, Free Presentations and cost- effective Quick MicroLearning for SEC EDGAR Filers. Our Free Presentations provide basic conceptual overviews. They are intended for filers who want a basic understanding of a specific area of SEC filing, but not necessarily the in-depth knowledge needed to do filings themselves. These presentations require no payment or registration. Our Quick MicroLearning Courses are designed for quickly learning about a single specific topic. They are intended for filers who want to prepare and submit relatively simple filings themselves, but need relevant information in one place with step-by-step instructions, tips and tricks. Sufficiently detailed information is provided in an interesting and easy format, utilizing interactivity, quizzes, feedback and other elements to enhance learning and retention. Our reasonably priced In-depth Training Courses (with certification) provide detailed and often complex information in an interesting and easy-to-understand format, and are intended for filers who want a sufficiently thorough knowledge of a specific area of SEC filing so that they can prepare and submit SEC filings themselves. Upon completing a course and passing the Certification Quiz, you are awarded a verifiable Certificate of Achievement which you can download, print, frame, share, and reference in your résumé and professional profile.
a

SEC Form 13-F
(Securities Holdings filing)
for Investment Managers
and other SEC Filers

Training - Form 13-F
sec-edgar-filing.com
a division of Advanced Computer Innovations, Inc. 70 Office Park Way • Pittsford, NY 14534-1746 (USA) Phone or text: 585-310-1740 • Email: click here
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Welcome to our self-paced online training course on SEC Form 13-F (Securities Holdings filing) for Investment Managers and other SEC Filers. With engaging content designed by niaLearnings LLC, a professional eLearning design and development company, this course employs sound instructional design principles, interactivity and feedback to enhance learning and retention, while presenting sometimes complex material in an interesting and easy- to-understand format. You can take this course at your own pace anywhere - in the office, at home, or on the go - and on any device with internet access (computer, tablet or mobile phone).

Course Content

This in-depth course covers the SEC Section 13-F Rules and Regulations that Investment Mangers and Financial Professionals should be aware of. It also provides guidance on staying compliant by filing SEC Form 13-F, as well as training on preparation of the Securities Holdings Table in the proper XML format required for submission to the SEC's EDGAR ® system. The topics covered include: Welcome o Course Objectives o What to expect in this course Fundamentals o What is SEC Form 13-F o Who needs to file Form 13-F o 13-F Filing Schedule and Deadlines o 13-F Securities o How is Form 13-F filed? Form 13-F explained o Parts of Form 13-F o Cover Sheet o Securities Holdings Table o Information Table Preparation Tools o Organizing the Holdings Table o Create XML Information Table - Video Submitting a 13-F Filing o How to submit a 13-F filin o What happens after submission Advanced Topics o Advisors, Sub-Advisors and “Other Managers” o 13-F Filing Types and Amendments o Confidential 13-F Filings

Completion Certificate

Upon completing this course and passing the Certification Quiz, you are awarded a verifiable Certificate of Achievement which you can download, print, frame, share, and reference in your résumé and professional profile.

Pricing

The cost is $49, which gives you unlimited access to the course from anywhere, any number of times, for one full year. You can continue accessing the course even after completion to act as a refresher or to keep up with new developments. Click here to purchase this course. We’ll then promptly email you a User ID and password with instructions to access the course. If you already have a User ID and password, click here to access the course.  Pay and Access the Course 

And more …

Click here fore more information about our SEC Filer Training programs, Free Presentations and cost- effective Quick MicroLearning for SEC EDGAR Filers. Our Free Presentations provide basic conceptual overviews. They are intended for filers who want a basic understanding of a specific area of SEC filing, but not necessarily the in-depth knowledge needed to do filings themselves. These presentations require no payment or registration. Our Quick MicroLearning Courses are designed for quickly learning about a single specific topic. They are intended for filers who want to prepare and submit relatively simple filings themselves, but need relevant information in one place with step-by-step instructions, tips and tricks. Sufficiently detailed information is provided in an interesting and easy format, utilizing interactivity, quizzes, feedback and other elements to enhance learning and retention. Our reasonably priced In-depth Training Courses (with certification) provide detailed and often complex information in an interesting and easy-to-understand format, and are intended for filers who want a sufficiently thorough knowledge of a specific area of SEC filing so that they can prepare and submit SEC filings themselves. Upon completing a course and passing the Certification Quiz, you are awarded a verifiable Certificate of Achievement which you can download, print, frame, share, and reference in your résumé and professional profile.
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SEC Form 13-F
(Securities Holdings filing)
for Investment Managers
and other SEC Filers