Fundamental Analysis and Applied Equity Research - Eduedge Pro

Program Duration

Duration 3 months
Training & Practice hours 75+

Program Pedagogy

Version 1 – Online, Self-paced
Version 2 – Online, Live training

Batch Start

Version 1 – Self-paced
Version 2 – Batch starts Jan 15, 2022

Program Highlights

  • Industry-oriented

    Industry-oriented

  • Industry recognized Certifications

    Industry recognized Certifications

  • Equity Research Report Writing

    Equity Research Report Writing

  • Financial Modelling with Excel & Bloomberg

    Financial Modelling with Excel & Bloomberg

  • Preparing you to become a Financial Analyst

    Preparing you to become a Financial Analyst

Certifying Bodies And Collaborations

Program Variants

About Our Program

What is Equity Research?

Equity research involves gathering relevant information about a company, analyzing it, and coming up with a recommendation that investors and Financial Institutions can use for decision making purposes. These reports are used by internal and external stakeholders to make important investment decisions.

Whom is the course meant for?

This program is carefully designed and curated for anyone who wants to improve his/her understanding of the Equity research /economy /sectors / companies, those who want to become Equity Research Analyst and who want to write professional reports and those who would want to learn how to invest, construct & manage individual portfolios of fundamentally superior companies/sectors.

Learn top-down and bottom-up Research analysis frameworks

Our professional Equity Research program covers both qualitative (Economy, Industry & Company) & quantitative analysis (Financial Statements, Ratio analysis & valuation) using live cases. The program builds on top-down research approaches through Macroeconomic Analysis and Industry Analysis. The program comprehensively covers bottoms-up approach presenting a framework to analyse companies.

Learn the Investment Research process

The program curriculum covers the advanced topics necessary to learn the details of the investment research process and to help participants make informed decisions by using fundamental and annual report analysis as well as quantitative tools of security valuation.

Financial Modelling and Excel implementation

Knowledge of building Valuation models, performing projections and spreadsheeting through Excel are important skill-sets needed to perform well in Equity Research. Our program would help you build flexible and dynamic spreadsheet models to help you carry out valuations, scenario analysis, sensitivity analysis and Monte Carlo simulations through Excel templates.

Write an effective Research report

Every day, banks and brokerages send out 6,000 financial reports. And yet perhaps no more than 5% of them are ever read. How can you make your report stand out? The program shows you how to write a highly effective research report with detailed examples, that captures the attention of your audience.

Interview Preparation content

You will receive Specialized packs created to prepare you for various roles as a Financial Analyst that involve Fundamental Analysis and Equity Research.

Affiliated Industry recognized certifications

You will additionally earn certifications from Christ University and Acuity (formerly Moody’s Analytics Knowledge Services) for your appropriately chosen track.

Broad Coverage

SKILLS YOU WILL LEARN

Financial Analysis, Fundamental Analysis, Equity Research
Learn practical concepts and industry applications across above domains
  • Asset Classes and Business Cycles

    Asset Classes and Business Cycles

  • Equity Research

    Equity Research

  • Valuation Spreadsheeting

    Valuation Spreadsheeting

  • Fundamental Analysis

    Fundamental Analysis

  • Financial Analysis

    Financial Analysis

  • Report Writing

    Report Writing

  • Portfolio Management

    Portfolio Management

PROGRAM OBJECTIVES

  • 75+

    TEACHING & PRACTICE HOURS

  • 100+

    FINANCIAL MODELS & TEMPLATES IN EXCEL

  • 10+

    APPLIED EXAMPLES OF EQUITY RESEARCH REPORTS

  • 10+

    LEARN FROM INDUSTRY LEADERS, DOMAIN PROFESSIONALS & ACADEMIC EXPERTS

  • 200+

    INTERVIEW QUESTIONS ASKED FOR EQUITY RESEARCH AND FINANCIAL ANALYST ROLES

  • 24x7

    ACCESS TO LEARNING MANAGEMENT SYSTEM WITH FULLY RECORDED VIDEOS

Certifications you could earn

YOU WILL LEARN 5+ PLATFORMS AND TOOLS USED IN EQUITY RESEARCH

Practical applied training in platforms commonly used in the Equity Research industry
Participants can apply domain concepts and frameworks in such platforms

Financial analysis & modelling - Platforms/Tools You Will Learn

Our Alumni at Work

WHAT JOB ROLES WILL I BE PREPARED FOR

  • Equity Research Analyst
  • Financial Analyst
  • Fundamental Analyst
  • Investment Banking Analyst
  • Banking Analyst
  • Global Markets Analyst
  • Portfolio Manager
  • Portfolio Analyst

SOME OF THE TOP COMPANIES GLOBALLY THAT RECRUIT FOR FINANCIAL ANALYST ROLES

EQUITY ANALYST / SENIOR ANALYST

Avg Salary

3-12LPA

Work Experience

0-4 years

Skills

Equity Research Fundamental Analysis Quantitative skills Sectoral analysis Understand markets Valuation Financial Modelling Spreadsheet expert Good with presentations Report writing skills Data Visualizations

EQUITY ASSOCIATE / SENIOR ASOCIATE

Avg Salary

12-25LPA

Work Experience

4-8 years

Skills

Equity Research Fundamental Analysis Quantitative skills Sectoral analysis Understand markets Valuation Financial Modelling Spreadsheet expert Good with presentations Report writing skills Data Visualizations

VICE PRESIDENT

Avg Salary

25-75LPA

Work Experience

8-12 years

Skills

Equity Research Fundamental Analysis Understand markets Valuation Spreadsheet expert Good with presentations Report writing skills Asset Management Portfolio Rebalancing Portfolio Styling

SENIOR VP/ FUND MANAGER

Avg Salary

75-150LPA

Work Experience

12-18 years

Skills

Equity Research Fundamental Analysis Understand markets Multi-asset exposure Asset Management Portfolio Rebalancing Portfolio Styling Management skills

CHIEF INVESTMENT OFFICER

Avg Salary

150LPA+

Work Experience

18 years +

Skills

Equity Research Fundamental Analysis Understand markets Multi-asset exposure Asset Management Portfolio Rebalancing Portfolio Styling Management skills

Program Pathway & outline

Overview

  • Duration

    15+ Teaching & Practice Hours 10+ Applied Equity Research Report examples

  • Includes

    Comprehensive notes Practical examples Research Report templates

Fundamental Analysis Essentials
  • Financial Statements Analysis
  • Ratio Analysis
  • Macroeconomic Analysis
  • Macroeconomics & Business Cycles
  • Time Value concepts
  • How to analyze fundamentally good companies
  • Building Fundamental Factor models to score and rank stocks in a sector
Industry & Company Analysis
  • Industry Analysis Frameworks
  • Industry Risk Assessment
  • Company Analysis
  • Cash Flow Analysis
Intermarket Analysis
  • Learn behavior of different asset classes
  • Macroeconomics and business cycles
  • Business cycles and asset class movements
  • How are Equity and debt markets interlinked
  • How are Commodity and FX markets related
  • Inter-market sectoral rotation

Overview

  • Duration

    25+ Teaching & Practice Hours 50+ Financial Models & Templates In Excel 20+ Bloomberg Templates

  • Includes

    Comprehensive notesPractical examples Solved excel examples Excel templates Bloomberg templates

Valuation Essentials
  • Cost of Capital & WACC
  • Optimal Debt Structure
  • Free Cash Flows & projections
  • DCF Valuation framework
  • Terminal Value
Valuation Models
  • DCF based ? DDM, FCFF & FCFE
  • Multiples based Valuation
  • Valuations using real Options
  • Valuing Start-ups
  • Valuing Distressed companies
Building Integrated Financial models
  • Creating a financial model template
  • Understanding Growth Drivers
  • Assumptions for Modelling
  • Revenues Build-up
  • Costs Build-up
  • Cash Flow Projections
  • Valuation Modelling
  • Scenario Analysis

Overview

  • Duration

    20+ Teaching & Practice Hours 30+ Financial Models & Templates In Excel 10+ Valuation Examples

  • Includes

    Comprehensive notes Practical examples Solved excel examples Excel templates Bloomberg templates

Advanced Spreadsheet Functions
  • Statistical Finance functions
  • Corporate Finance functions
  • Aggregation functions
  • String functions
  • Date-time functions
  • Cleaning functions
Lookups & Searches
  • Lookup functions
  • Reverse lookups
  • Dynamic searches
  • Multi-dimensional lookups
Aggregation & Analysis
  • Pivot Tables
  • Aggregating using Tables
  • Aggregating using Names
  • Conditional Filtering
  • Solver for Optimization
  • Scenario & Sensitivity Analysis
Visualization
  • Conditional Formatting
  • Graphing for Visualization
Understanding Bloomberg
  • Logging into Bloomberg
  • The Bloomberg Keyboard
  • Helpful Keys
  • Accessing The Application
  • Logging In
  • Bloomberg Panels
  • General navigation
  • Important Bloomberg Functions
Working with Market Data
  • The Bloomberg Excel Add-In
  • Important functions for data
  • Exporting data from Bloomberg
  • Printing & Other Export Options
  • Navigating Functions
  • Stock/Company Screening
  • Analyzing a Company

Overview

  • Duration

    15+ Teaching & Practice Hours 20+ Financial Models & Templates In Excel

  • Includes

    Comprehensive notes Practical examples Solved excel examples Excel templates Bloomberg templates

Reporting Types and Techniques
  • Reporting Styles
  • Types of Reports
  • Report Writing Techniques
  • Building report elements
Analysis and Investment Case
  • Analyst opinion & summary
  • Integrating various report elements
  • Buy/Sell Recommendation
  • Presenting Investment Case
  • Finalizing the report
Writing an Effective Report
  • Report Conceptualization
  • Report Structuring
  • Effective Writing
  • Story-Boarding
  • Writing Technical Ideas effectively
Elevating your Research Report
  • Writing Executive Summary
  • Building Powerful Visualizations
  • Presenting Effective Illustrations

Investment for the Program

VERSION 1 SELF-PACED ONLINE

Indian Participants

5,900
7,080
17% off

International Participants

250
Add to cart
  • Financing Options

    Equity Research Certificate from Acuity Partners (previously Moody's Analytics Knowledge Services) & EduEdge Pro

  • When can you take

    Take anytime, Self-paced

VERSION 2 LIVE TRAINING ONLINE

Indian Participants

88,500
1,00,300
12% off

International Participants

2,000
Add to cart
  • Financing Options
    • a.

      Certificate from Christ University

    • b.

      Equity Research Certificate from Acuity Partners (previously Moody’s Analytics Knowledge Services) & EduEdge Pro

  • When can you take

    Batch starts Jan 15, 2022

Frequently asked question's about the course

Equity research involves gathering relevant information about a company, analysing it, and coming up with a recommendation that investors and Financial Institutions can use for decision making purposes. These reports are used by internal and external stakeholders to make important investment decisions.

A Research report means any written or electronic communication that includes research analysis or research recommendation or an opinion concerning securities or public offer, providing a basis for investment decision

Research analyst means a person who is primarily responsible for:

  • preparation or publication of the content of the research report; or
  • providing research report; or
  • making buy/sell/hold recommendation; or
  • giving price target; or
  • offering an opinion concerning public offer.

    • There are no pre-requisite qualifications for the course. We will be sharing pre-program content and videos that you can go through to help you better prepare for the program.

    Participants from varied backgrounds such as Commerce, Management, Statistics, Finance, Financial Markets and other related fields will do well in the program. We require our participants to have a Graduate degree with minimum 50% pass percentage.

    This program is carefully designed and curated for anyone who wants to improve his/her understanding of the Equity research/economy/sectors/companies, those who want to become Equity Research Analyst and who want to write professional reports and those who would want to learn how to invest, construct & manage individual portfolios of fundamentally superior companies/sectors.

    This course is aimed at those with a solid financial background who wish to explore the advanced aspects of Equity Research, financial modelling and valuation methodologies, and Report Writing including:

  • Investment Bankers
  • Equity Analysts
  • M&A Professionals
  • Fund Managers
  • Treasurers and Finance Directors
  • Commercial Bankers
  • Private Equity & Venture Capital Analysts

    • Sell-side

  • Stock Brokerage
  • Investment Banks

    • Buy-side

  • Mutual Funds

    • Others

  • PE firms
  • Venture Capital Firms
  • KPO s
  • Credit Rating Firms
  • Media Companies
  • Data Base Firms

    • Report writing skills

    Equity research analysts work for both buy-side and sell-side firms in the securities industry producing research reports, projections, and recommendations surrounding companies and stocks.

    Knowledge of markets

  • Invest your initial years in understanding the markets and practicing technical and fundamental analysis. Also, basic knowledge of the exchanges should be clear.
  • Sectoral knowledge is a big plus.

    • Fundamental analysis and Accounting

  • Ability to track/anticipate market regimes
  • Ability to analyze companies
  • Ability to analyze asset classes
  • Ability to do quantitative analysis to determine richness/cheapness

    • Financial Modelling, Valuation and Excel skills

  • Strong in Excel
  • VBA big plus
  • Bloomberg knowledge big plus
  • Ability to build dynamic and flexible models
  • Knowledge of different kinds of models

    • VERSION 1 SELF-PACED ONLINE

    Certification included

    Equity Research Certificate from Acuity Partners (previously Moody s Analytics Knowledge Services) & EduEdge Pro

    VERSION 2 LIVE TRAINING ONLINE

    Certification included

    A Certificate from Christ University

    B Equity Research Certificate from Acuity Partners(previously Moody s Analytics Knowledge Services) & EduEdge Pro

    "

    Peer networking

    In addition to the training program, you will have ample opportunity to network with the peers in your cohort. Prior to coming to the program, you will have access to your cohort where you can meet and engage with your peers before, during, and after the program.

    Industry networking

    Throughout the program, you will be taught and mentored by Industry experts from the Equity Research industry and working/having worked with leading Investment banks, Brokerage firms, Consulting firms and Fund houses.

    Alumni networking

    Besides, after the program, you will be invited to join the Capital Markets Alumni group.

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    "

    Placement Leads

    We have networks with leading industry participants such as brokerage firms, banks and funds; and you can leverage that network for connecting with the industry and finding suitable opportunities in Equity Research. Once you are trained and ready, we will help you with placement leads that can help you land your dream role in Equity Research.

    Having said that, its entirely your performance and skill-sets that will define your journey in landing your dream job. We cannot guarantee that you will get a job after completing the program. Obtaining a job is strictly based off one s own skill sets. Upon completion of the program, we will provide you with a certificate that you can print and/or add to your LinkedIn profile.

    Networking opportunities

    You will have great networking opportunities at the program. Our industry faculty work in the industry in leading positions and that will provide a great opportunity for you to network. Besides, EduEdgePro, through its vast industry network, will help you reach out to the leading financial firms for placements.

    "

    Yes, this is an online program.