Course

Course Overview

Estimated Training Hours: 120 Hours

Mode - Online

To be completed within 120 Hours

The equity research course will help learners study companies, analyze the financials and make qualitative and quantitative decisions whether to invest in a particular company or not. This course offers easy-to-follow study material which includes knowledge check exercises after every three topics, ensuring that learners absorb the content at a fast pace.

This e-learning program is designed in such a manner so that the financial models and the concepts taught through online instructions are easily understood by the learners. This course gives an overview to the learners about Equity Research. Equity Research is a study of equities or stocks for the purpose of investments. These stocks trade on various stock markets such as the New York Stock Exchange, NASDAQ, AMEX, BSE, NSE, LSE and other foreign stock markets. It will help the learners know whether to stay invested in the company or sell the shares and come out. The research is valuable because it fills information gaps so that each individual investor does not need to analyze every stock.

The course work involves the following:
  • Reading Material
  • Video Tutorials
  • Reusable, modifiable Excel DCF model templates
  • Live Chat Support to resolve queries and clear the doubts on a real time basis
  • Interactive Check Your Understanding (CYU) questions
  • Home Work (comprising of assignments and submission of projects which will be evaluated by experts through an e-mail correspondence)
  • Final Assessment
  • Test and Certification (are optional depending on individual need of the learner)
Course Sections
  • Overview of Equity Research
  • Fundamental Analysis
  • Equity Value Multiples
  • Discounted Cash Flow Analysis
  • Annual Report Analysis
Course Goals and Objectives

Here you will get a thorough understanding of how equity research is done. This course will help you gain an insight on how to gather relevant information about a company or sector, analyze it, and interpret the information with a recommendation that investors and financial institutions can use for decision-making purpose. Equities or common stock comprises a big chunk in any company’s capital. The research is valuable because it fills information gaps so that each individual investor does not need to analyze every stock before making an investment decision.

Topics covered include
  • How are Annual Report Analysis done?
  • What do you understand by Professional Revenue Segment Projections?
  • How do you prepare Modeling of the Cost Drivers for different segments?
  • How are Valuations done using Sum of Parts, DCF and Relative Valuation Techniques?
  • What do you understand by Suggesting BUY/SELL for the company?
Hands on experience

Interactive CYUs, home assignments, project submission, project evaluation done by industry experts and feedback shared accordingly.


Prerequisites:

(What level of Knowledge you should have)

  • Knowledge of Accounting & Financial Statements Integration
  • Knowledge of Valuation Modeling
  • Basic to Moderate understanding of Excel worksheets
  • Laptop/Desktop with Windows applications (Excel and PowerPoint)
Package Cost

INR 15,500*with 6 months validity **

*(Cost including all taxes)

**Offer valid for a limited period only


What you will get:
  • Industry recognised certificate
  • Fast track your career in Capital Markets

*Completing this course does not guarantee a job or internship with Acuity Knowledge Partners.

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