Certification in Equity Research & Financial Modeling

Our equity research and financial modeling course is developed to enlighten learner about the fundamental research concepts along with financial modeling techniques blended with a practical approach to understand the basic nuances of capital market. Our course is designed to make the candidates competent in the practical scenario and would help them in understanding the nitty-gritty of an Analyst job. It would also equip the individual investor to understand the stocks in a better manner instead of blindly following others advice.

Who will benefit from this course?

  • Students

  • Teachers

  • Investors

  • Employees of Banking & Financial Service (BFSI) Industry

  • Housewives

  • Anybody having interest in Indian securities market

Which profiles it prepare you for?

  • Investment Banking

  • Private Equity

  • Credit Rating

  • Financial Research

  • Broking

  • Fund/Portfolio Management

  • Project Financing

  • Treasury

  • Academics

Key Course Highlights:

Module 1 : MS Excel

  • Working with worksheet: Adding and Deleting row & column, selecting multiple cells, jumping between cells, editing cell data, moving between worksheet, Fit column width, Hide and Unhide row & column

  • Tabs: Home, Insert, Page Layout, Formulas, Data, Review and View

  • Functions: Mathematical and Statistical Functions, Text Function, Financial Functions, Logical Functions and Date & Time Functions (Including advance functions like Vlookup, Hlookup, Amortization schedule, NPV, IRR, Concatenate, Sum if, PMT and many more..)

  • Some Special Functions: Paste special, What If Analysis, Pivot Table, Hyperlink, Charts, Conditional Formatting, Data validation, Protect sheet & workbook, Absolute & Relative referencing and Freeze Panes

Module 2: Financial Analysis Concepts and Techniques

  • Financial Statements Preparation: P&L account, Balance sheet and Cash flow statements

  • Sector specific revenue model and Balance sheet characteristics

  • Analysis: Revenue model, COGS, SG&A, Fixed cost, Tax and Profitability analysis

  • Ratios: Activity, Solvency, Liquidity, Profitability, Valuation ratios, Du point analysis, and Common size statement analysis

  • Valuation methodology of financial elements: Historical, Replacement cost, Realization, Fair & Present value

Module 3: Data Gathering and Analysis

  • Data Gathering: Directors report, Auditors report, Schedule & Notes to the account ,Qtly results ,Investor presentation, Company updates & filing, and concall script

  • Sector Analysis: Peer comparison, Industry data, and Porters five forces

Module 4: Macro Economy Analysis

  • Top to Bottom Approach: Economy - Industry - Company

  • Economic Variables: GDP, Monetary & Fiscal policy, Inflation, Unemployment

  • Report: Understanding & Analyzing economic report

Module 5: Forecasting

  • Forecasting Approach: Top to Bottom, Bottom to Top and Hybrid Approach

  • Forecasting: Integrated Financial Model,

    • Revenue Build Up: Segmental analysis, geographical analysis, growth assumptions
    • Cost Build Up: COGS and SG&A model, Depreciation & Interest cost forecasting and Tax calculation
    • Asset Schedule: Capex and Capitalization forecast, Gross block, Accumulated depreciation and Capital WIP forecast
    • Debt Schedule: Expected debt equity structure, Net debt schedule

Module 6: Valuation Methodologies

  • Basics: Time Value of Money, Opportunity Cost, Risk Free Rate, , Alpha, Cost of equity , CAPM and The Beta

  • Cost of Equity Methods:

    • Capital asset pricing model, Risk free rate, Beta, and Equity Risk Premium calculation
    • Dividend discount model: sustainable growth rate calculation
    • Bond yield plus risk premium approach
  • Relative Valuation Technique: Price -to-Earning (P/E) Ratio, Price -to-Book value (P/B) Ratio, EV/EBITDA

  • Absolute Valuation Technique: Free Cash Flow to Firm (FCFF), Free Cash Flow to Equity (FCFE), Dividend
    Discount Model (DDM), Gordon Growth Model (GGM), Single and Multi Stage Model

Module 7: MS Word and Report Writing

  • Types of report: Initiating coverage report, Result update, Sector report, Thematic report

  • Effective report writing

  • Advance MS Word

Our Offerings

  • Weekday and Weekend classes

  • 100% Placement Assistance

  • Study material along with ebooks

  • Classroom and Online Training

  • Practical & Live based training module

  • Well Qualified and Experienced Faculties

  • Library well equipped with News papers, Magazines, Documentaries and Financial Books

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