COURSE HIGHLIGHTS

•  The #1 Course to Land a Job in Equity Research
•  Certified Financial Modelling & Equity Research Course with 100% Placement assistance.
•  3/6 months internship with an Equity Research & Valuation firm.
•  Gain hands-on, practical experience during training, similar to a real job within the Equity Research firm.
•  80% of the Real-time industry used Case study-based learning.
•  Our trainers: Equity Research working professionals with 13+ years of Experience
•  A guide to over 100 frequently asked Equity Research questions and their answers.
•  Build 5 financial models from scratch of your chosen Listed/Private companies.
•  Be part of our Global Equity Research alumni network.
  
•  Dedicated Placement Manager with 1-on-1 mentorship.

 MODULE 1: MS EXCEL EXPERT

    ·        Excel Essentials & keyboard accelerators

    ·        Basic & advance excel functions

    ·        Conditional Formatting, Paste Special

    ·        Using VLOOKUP/HLOOKUP/ Match Index

    ·        Using SUMIF, COUNTIF, AND AVERAGEIF

    ·        DATEDIF, YEAR, YEARFRACE & MONTH

    ·        Index, Search, Choose, offset

    ·        Sensitivity analysis with Data tables

    ·        Pivot table, Charting commonly used

    ·        Dashboards, templates, Macros

MODULE 2: DATA COLLECTION AND MODELING

    ·        Sources for authentic financial data for US, India, China, Germany, and Singapore companies

    ·        Tricks to collect data in the shortest time

    ·        Data collection & Data structuring for model

    ·        Understanding of Financial Reports & their types

    ·        Types of filing 10-K, 10-Q, 8-K, 20-F etc.

    ·        Create a Model template for 5 years of historical data for

        ·        Revenue Drivers

        ·        Cost Drivers

        ·        Income statement

        ·        Balance sheet

        ·        Cash flow statement

        ·        Dividend schedule

        ·        Asset Schedule

        ·        Debt Schedule

        ·        Equity Schedule

MODULE 3: FINANCE FUNDAMENTALS

    ·        What Financial Analyst does?

    ·        Skill set requires for Financial Analyst?

    ·        Job roles of BUY SIDE and SELL SIDE Analysts

    ·        Understanding, Reading & Analyzing of

    ·        Income statement Balance sheet

    ·        Cash flow statements to accounts

    ·        GAAP & Non-GAAP/Reported & Adjusted numbers

    ·        Reported/Adjusted /GAAP/Non-GAAP EPS

    ·        Restructuring & Adjusted numbers

    ·        Pro-forma Income statement

    ·        Restating financials for valuation and analysis

    ·        Concepts & treatment of

       ·        Minority/Non-controlling

       ·        Associates

       ·        Subsidiary

       ·        Convertible debt/securities

    ·        Corporate actions & their treatments

    ·        5 case studies on live small business

    ·        Make business plans for startups

    ·        Rights issue

    ·        Bonus issue

    ·        Takeover

    ·        Merger

    ·        Acquisitions

    ·        Interim/Annual dividend

    ·        Stock splits

    ·        Spin-offs

    ·        Reverse split

MODULE 4: EQUITY RESEARCH

(Analyzing Sectors/Industries/Companies)

    ·        Company's Business model understanding

    ·        Economies/Sectors/Industries understanding

    ·        Operational drivers & cost drivers & Projection

    ·        FACTORS that impact the company's projections & valuations

    ·        Case studies on 'Top Down' and 'Bottom Up' approaches

    ·        Forecasting of IS, BS, CFS, and Schedules

MODULE 5: FINANCIAL MODELING & VALUATIONS

    ·        Interlinking of financial statements (IS, BS, CFS)

    ·        Case study: Tallying the balance sheet in 30 minutes

    ·        Use best practices in Financial Model building

    ·        Understand & develop a forecasting basis for each line of IS, BS & CFS

    ·        Build & Forecast Advanced Schedules

    ·        Minority/Non-controlling

    ·        Associates

    ·        Subsidiary

    ·        Convertible debt/securities

    ·        Debt Repayment Schedule

    ·        Fixed Assets Module

    ·        Dividend & Equity Schedule

RATIOS:

    ·        In dept conceptual understanding of financial ratios

    ·        Liquidity ratios

    ·        Leverage ratios

    ·        Efficiency ratios

    ·        Profitability ratios

    ·        Market value ratio

    ·        Calculation and analysis of ratios on your chosen company

    ·        Compare your company's ratios with competitors

    ·        DUPOND analysis

VALUATION:

(Understanding of various Valuation methods)

    ·        Liquidity ratios

    ·        Leverage ratios

    ·        Efficiency ratios

    ·        Profitability ratios

    ·        Market value ratio

1. DISCOUNTED CASH FLOW (DCF)

   ·        In depth step by step understanding of DCF

   ·        Product/business/economic life cycle concepts

   ·        Time value of money concepts

   ·        Understanding & calculation of FCFF & FCFE

   ·        In-depth analysis of systematic & un systematic Risk

   ·        Beta, levered & Un-levered beta

   ·        Calculate beta using the last 5 years' price

c ·        Cost of capital (WACC)

   ·        Cost of Equity using Capital Asset Pricing Model

   ·        Cost of Debt

   ·        Cost of preference shares

   · Risk-Free rate of return (Rf) for listed & non-listed SMEs

   ·        Market Premium (Rm)

   ·        Net present value /company value

   ·        Sensitivity analysis

   ·        Application of DCF on your chosen company

   ·        ’Buy' or a 'Sell' rating based on analysis

2. RELATIVE VALUATION (RV) (Trading Comps/Exit Multiple)

   ·        Step by step understanding of RV & Trading comps

   ·        Criteria to choose competitors

   ·        Criteria to choose Ratios for comparison

   ·        Usage of price multiples P/E, P/S, EV/EBITDA, P/B

   ·        Drive prices using the above ratios

   ·        Price band and valuation conclusion

3. SUM OF THE PARTS ANALYSIS (SOTP)

   ·        Determine the Business Segments

   ·        Value Each Segment

   ·        Pick any of the below valuation methods to value the segment

   ·        DCF /Comparable companies / Precedent Transactions

   ·        3- Add up all segment's valuations

4. DDM (DIVIDEND DISCOUNT MODEL) (Gordon Growth Model)

    · In-depth step-by-step understanding of DDM

    ·        Drive model and valuation conclusion

MODULE 6: EQUITY RESEARCH REPORT

    ·        Introduction of various reports

    ·        Initiating Coverage

    ·        Company Update

    ·        Scenario Road map

    ·        Sector/Industry Reports

    ·        2 detail Equity Research Report on your chosen US/China/Germany/Singapore companies

    ·        5 short reports on your chosen Indian companies

    ·        Economy, Industry, and sector research and analysis

    ·        Conclusion with analyst call 'BUY', 'SELL', 'NEUTRAL'

MODULE 7: PRESENTATION, REAL CASE STUDIES MOCK INTERVIEWS, SOFT SKILL

    ·        10 real-time case studies

    ·        prepare you on 100+frequently asked equity research interview questions with answers

    ·        Positive attitude and emotional intelligence training

    ·        Placement managers for 1 on 1 mentorship

    ·        Communication and interpersonal skills training

    ·        Conduct regular mock interviews

    ·        Work on individual strengths, and weaknesses and prepare an interview script

    ·        Profile building and marketing

    ·        Interview scheduling& helping candidates in placements