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SEC Filings advanced course - Table of Contents
How to use this course
Course Introduction
Overview of the Basic and Advanced Courses
Course Objectives
Section 1: Internet Security Issues
Section Objectives
Introduction to Internet Security
Security technologies for SEC filings
Certificates
Using Certificates
How Certificates Work
Obtaining a Certificate
Obtaining a Certificate
Activating your Certificate
Logging into EDGAR using a certificate
Signatures
Two Types of Signatures
Statutory Signatures
Digital Signatures
Using a Digital Signature
More on Digital Signatures
Section 1 - Quiz
Section 2: Modules and Segments
Section Objectives
Introduction to Modules and Segments
Modules
Definition of "Module"
Naming a Module
Restrictions on Modules
How EDGAR handles Modules
Two Types of Modules
Segments
How Segmented Filings Work
Validating and testing segments
Segment Filing Requirements
Segment Naming Conventions
How EDGAR handles Segments
Two Types of Segments
Submitting Modules and Segments
Submitting a Module or Segment
Errors in Segments
Module/Segment Referencing
Overview of Module/Segment Referencing
Referencing Type 1 Modules
Referencing Type 1 Segments
Referencing Type 2 Modules and Segments in Your Submission
Including Type 2 Modules in Your Submission
Including Type 2 Segments in Your Submission
Document Count
Referenced Module/Segment List page
Retrieving and/or Deleting Modules and Segments
Section 2 - Quiz
Section 3: N-SAR and Bulk Filings
Section Objectives
N-SAR Filings
Who should submit N-SAR filings
Overview of submitting N-SAR filings electronically
Downloading and Installing N-SAR software
Compiling and Submitting N-SAR filings
Bulk Filings
Create a Bulk Filing
Transmit a Bulk Filing
Additional notes on Bulk Filings
Section 3 - Quiz
Section 4: HTML for SEC filers
Section Objectives
HTML Basics
What is HTML?
Sample HTML Document
HTML and Browser Views
HTML Tags
Tag Attributes
Structure of a basic HTML document
Document HEAD
Document BODY
HTML Text Content
Text in Preformatted Mode
Text in Normal Mode
Special Characters in Text
Commonly used Special Characters
Inserting extra space characters in normal text mode
BODY Text Structure
Character and Paragraph Formatting
Character-level Formatting
Paragraph-level formatting
Lists and Tables
Lists
Tables
Table Tags
Borders and Spacing
Border and Background Colors
Table and Cell Width
Joined Cells
Empty Cells
Nested Tables
Hyperlinks, Images & Miscellaneous Tags
Hyperlinks
Hyperlink Hot Zone
Hyperlink Target
Images
Miscellaneous Tags
Important SEC Restrictions
Editing an HTML file
Using an HTML editor
Editing HTML as a text file
HTML and XBRL
What is XBRL
SEC XBRL filings
How XBRL will impact filers
Section 4 - Quiz
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