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
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 FilingsCompletion 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 CourseAnd 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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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
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 FilingsCompletion 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 CourseAnd 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
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
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 FilingsCompletion 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 CourseAnd 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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