Taking You Beyond Compliance to Excellence
​Both directly and through KPMG Learning, we provide superior training for the financial reporting, legal, executive, communications and investor relations professional. Whether you are looking for a continuing education course through which you can earn CLE or CPE credits or an on-site course tailored to the needs of your organization, we are here for you.


On-Site

We offer courses directly at your location. Each course can be customized to meet your organization’s needs. We offer training in:

  • SEC Reporting & Compliance
  • 10-K Advanced 
  • Investor Relations/ Corporate Communications for Publicly Reporting Companies
  • MD&A Disclosures
  • Customized Topics 

We also offer training for 529 College Savings Plans in:

  • Disclosure
  • RFP Formation and Evaluation
  • GovernanceKPMG Learning Courses


K​PMG Learning

Advanced 10-K Workshop

This one-day seminar is designed to increase the disclosure knowledge of professionals with a good understanding of the Form 10-K requirements,
Regulation S-X, Regulation S-K, and the Securities Act of 1934.
                      CPE Credit: 8


Bank MD&A Disclosures Workshop

Bank MD&A disclosures and developments will be discussed, including analysis of actual MD&A disclosures by banks and bank holding companies.
CPE Credit:8


Bank SEC Reporting & Compliance

This seminar is designed to give accounting staff at banks and bank holding companies practical, hands-on experience in what's required to prepare the
Form 10-K Annual Report, Form 10-Q Quarterly Report, Form 8-K Current Report, and the proxy statement (Schedule 14A).
CPE Credit: 16


MD&A Disclosures Workshop

MD&A disclosures and developments will be discussed, including analysis of actual MD&A disclosures by companies.
CPE Credit: 8


SEC Reporting & Compliance

This seminar is designed to give you a practical, hands-on experience in what's required to prepare the Form 10-K Annual Report, 10-Q Quarterly Report
and 8-K Current Report, and the proxy statement requirements. The seminar also discusses current important issues on the SEC's agenda such as
trends in SEC comments, XBRL and using IFRS in SEC filings. 
CPE Credit: 16




To find out more about our training services, please Contact us.


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​Training Services