Courses

This section provides an overview of our course catalogue.  Please check Upcoming Events for detailed information about next dates and locations.

All our courses qualify for CPE credits.

Individual pages for each section of our catalogue can be found at:XML Courses, XBRL Courses, XBRL FR Courses and XBRL GL Courses.

Compleat XML Courses

This set of courses is specifically designed to provide the appropriate background and skills to successfully support the XBRL training and learning process.

Code	Name	Topic	Duration	Audience	Prerequisites
XML-001	Introduction to XML	Introduction to the concept and syntax of XML; overview of its basic features like elements, attributes, validation, namespaces, and of its support and use in browsers and other common applications. Overview of XML related topics and technologies: XML Schema, XSL(T), XPath, XQuery, XPointer, XLink.	1 day	Basic
XML-002	Using XML Spy	This course is designed to provide a working knowledge on the use of Altova XMLSpy, one of the more broadly used XML editors and development environment. The course covers the basic functionalities available in the free Home Edition and gives an overview of more advanced features available in the Professional edition.	1 day	Foundational	XML-001
XML-003	Hands-on XML	Learn how to use XML, XML Schema and XSL(T) with interactive and dynamic exercises that immediately reinforce the theoretical framework provided in the course.	1 day	Foundational	XML-001
XML-004	Introduction to XML Schema Development	How to read and create XML Schemas, and how to use them to define the structure of an XML based “language” and to validate XML documents against it.	1 day	Technical	XML-003
XML-005	Hands-on XML- Advanced	Learn how to use XSL(T), XPath, XQuery, XPointer, XLink with interactive and dynamic exercises that immediately reinforce the theoretical framework provided in the course.	1 day	Technical	XML-003
XML-006	Overview of XML Based Standards	An overview of XBRL, XBRL GL and other relevant XML standards like ebXML, UBL and others. The course provides the theoretical framework to understand the purpose and scope of each standard and on what the decision on adoption should be based.	1 day	Foundational

Compleat XBRL Courses

Code	Name	Topic	Duration	Audience	Prerequisites
	Introduction to XBRL	What is XBRL, why it is important, and what is its value proposition. XBRL and XML. Main features and benefits of the internal and external use of XBRL. Overview of the most important XBRL taxonomies. XBRL for financial reporting and XBRL GL, the standardized Global Ledger.	1 day	Basic
XBRL-002	XBRL for the XML Savvy	A technical overview of XBRL designed for those that are already familiar with XML and related technologies.	1 day	Technical	XML-003 XBRL-001
XBRL-003	XBRL 2.1 Specification	Overview of the XBRL Specification; FRTA and GLRTA training – a background on the technical requirements and best practices of taxonomy and instance creation and consumption.	1 day	Foundational	XML-003 XBRL-001
XBRL-004	XBRL Tools Overview	Survey of XBRL tools available, demonstrations, placement	1 day	Foundational	XBRL-002

Compleat XBRL Financial Reporting Courses

Code	Name	Topic	Duration	Audience	Prerequisites
XBRL-FR-001	Instance Creation Workshop	Turn your financials into XBRL, with information on SEC VFP rules and requirements	1 day	Foundational	XBRL-003
XBRL-FR-002	Understanding the US GAAP taxonomies	Background, overview of the existing US-GAAP taxonomies, technical walkthrough, an example of a US-GAAP taxonomy in use.	1 day	Foundational	XBRL-003
XBRL-FR-003	Understanding IFRS taxonomies	Background, overview of the structure of IFRS taxonomies and of the various components, tools available to understand, use and extend IFRS taxonomies.	1 day	Foundational	XBRL-003
XBRL-FR-004	Understanding COREP	The European Banking Supervisors Common Reporting Framework, normative background, technical walkthrough, available tools and resources.	1 day	Foundational	XBRL-003

Compleat XBRL Global Ledger Courses

Code	Name	Topic	Duration	Audience	Prerequisites
XBRL-GL-001	Introduction To XBRL GL	Learn what XBRL GL, the standardized Global Ledger, is and how it fits in the greater world of XBRL and other business standards. Overview of what XBRL GL looks like: a tour of GaLaPaGoS.	½ day	Basic	XML-001 XBRL-001
XBRL-GL-002	Introduction To XBRL GL - Advanced	Overview of XBRL GL, the standardized Global Ledger, and of its role and scope. What XBRL GL can represent, what it looks like in best practice instance documents. What software is available. How to incorporate XBRL GL in existing applications. XBRL GL in use.	1 day	Foundational	XBRL-GL-001
XBRL-GL-003	XBRL GL Conceptual	A deep dive of the XBRL GL taxonomy for those who prefer a non-technical ("no angle brackets" or keyboard skill necessary) education. You will learn about the representation power of XBRL GL through a series of group and individual exercises to represent data at various points along the audit supply chain with XBRL GL.	1 day	Foundational	XBRL-GL-002
XBRL-GL-004	XBRL GL For Controls and Audit	With the Sarbanes-fortified focus on internal controls (including management's annual assertion that internal controls over financial reporting are effective) and demands for more frequent, more detailed reporting, integration facilitated by standardization is a key weapon for efficiency and reduced risk, and XBRL GL can be a key facilitator. Come learn how to leverage XBRL GL in an internal controls environment and to help enable the "Seamless Audit Trail."	1 day	Foundational	XBRL-GL-002
XBRL-GL-005	XBRL GL Hands-on Technical Training	A deep dive of the XBRL GL taxonomy focusing on the key concepts and elements. You will apply these concepts and gain hands on experience with the taxonomy by constructing and validating instance documents for typical scenarios. Building on the best practices gained from the exercises, we will explore the xbrlInfo tuple and its role in linking XBRL GL entries to XBRL Financial Reporting (e.g. US GAAP, IFRS, etc...) or other XML schema.	1 day	Foundational	XBRL-GL-002
XBRL-GL-006	Using XBRL GL Today	Overview, live demos and hands on exercises on how to use XBRL GL, the standardized Global Ledger, today with common tools like Microsoft Excel and standard technologies like XSL(T).	1 day	Technical	XBRL-GL-003