Available courses

Basics of iXBRL for SEC Filers

designed by niaLearnings LLC

This course covers the basics of Inline XBRL (iXBRL) from the perspective of SEC EDGAR Filers. You will learn what is XBRL and  iXBRL. You'll see a comparison of HTML and iXBRL filings. You'll learn about XBRL "concepts" and data items. Then, you'll learn about SEC XBRL taxonomies and see how US GAAP taxonomy is organized and grouped. Finally, you'll see creation and implementation of iXBRL files in an SEC filing.

Employing sound instructional design principles, engaging content, interactivity and feedback, this course is designed to enhance learning and retention while presenting material in an interesting and easy-to-understand format.

SEC N-PX Filing for EDGAR Filers

designed by niaLearnings LLC

This course covers the SEC Form N-PX (Proxy Voting Record) Filing Rules and Regulations that Investment Mangers and Financial Professionals should be aware of. It also provides guidance on staying compliant by filing SEC Form N-PX, as well as training on preparation of the Proxy Voting Record table in the proper XML format required for submission to the SEC's EDGAR® system.

Employing sound instructional design principles, engaging content, interactivity and feedback, this course is designed to enhance learning and retention while presenting material in an interesting and easy-to-understand format.

SEC 13-F Filing for Investment Managers

designed by niaLearnings LLC

This 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.

Employing sound instructional design principles, engaging content, interactivity and feedback, this course is designed to enhance learning and retention while presenting material in an interesting and easy-to-understand format.