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SEC Filings basic course - Table of Contents
How to use this course
Course Introduction
Course Objectives
Overview of the SEC Filing Process
Outline of the SEC filing process
Mini Quiz
Section 1: Getting Ready for SEC Filings
Section Objectives
EDGAR Basics and Overview
What is EDGAR?
What filings are on EDGAR?
EDGAR websites
Preparing to become an EDGAR Filer
File Form Id application
Filing Form ID Application
Receipt of CIK
Access Codes
Generating Access Codes
Obtain EDGAR manuals
Obtain EDGARLink Software and templates
Install EDGARLink Software
Register for a certificate (optional)
Login to EDGAR
Login to EDGAR via Internet access
The EDGAR filing home page
Changing your CCC and Password
Download and Install Software and Templates
Download EDGARLink
Downloading the Modernized EDGARLink software
Install EDGARLink
Installing the Modernized EDGARLink software
Downloading the Submission Templates
EDGARwiz Conversion Software
Installing EDGARwiz
Evaluating EDGARwiz prior to purchase
Unlocking EDGARwiz via the Internet
Unlocking EDGARwiz with a Key Code
Section 1 - Quiz
Section 2: Prepare, Assemble & Transmit your Submissions
Section Objectives
Typical Procedure for a Submission
Preparing your Submission
Prepare Documents and Convert
Converting using EDGARwiz
On-line Help in EDGARwiz
Basics of Converting with EDGARwiz
Assembling your Submission
Submission Templates - Overview and Structure
Submission Template Main Page
Completing the Main Page
Documents List page overview
Attaching a Document to your filing
Notifications Page
Completing the Notifications Page
Validate your submission
Correct Submission Documents
Saving the Submission
Transmitting Submissions to Edgar
Signing submission digitally
Using a signature for your submissions
Transmitting Single LIVE Submissions
Transmitting Test Submissions
Section 2 - Quiz
Section 3: Retrieve Status of Filings
Section Objectives
Retrieve Status of Filings
Accessing Company Information
Section 3 - Quiz
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