EQUITY RESEARCH ANALYST
Specialization | 23 Course Series | 8 Mock Tests

This course offers a complete pathway to mastering equity research, financial modeling, corporate valuation, and essential accounting concepts. Each module is structured to build strong analytical capabilities and practical expertise, equipping learners for real-world roles in the finance domain.

Module 1: Equity Research Fundamentals

Learners begin by exploring the core purpose and importance of equity research within financial markets. The module then builds foundational Excel proficiency, starting with data handling and spreadsheet structuring and progressing to more advanced functions tailored for research analysis. It also covers key accounting principles, including a detailed study of financial statements, cash flow interpretation, financial ratios, and taxation fundamentals, ensuring participants develop a solid analytical base.

Module 2: Corporate Valuation Techniques

This module focuses on the primary valuation frameworks used to assess a company's worth. Participants learn to apply the discounted cash flow (DCF) methodology and interpret valuation outputs accurately. They also gain hands-on experience with relative valuation methods, including comparable company analysis, P/E and P/B ratios, and various enterprise value multiples. Practical examples and case-based evaluations help learners apply these techniques with confidence.

Module 3: Advanced Financial Modeling

Here, learners put theory into action by constructing detailed financial models for leading global companies across multiple industries. The module includes step-by-step modeling exercises involving firms such as Apple, Siemens, and Twitter, as well as sector-specific applications in telecommunications, automobiles, and banking. It also introduces M&A modeling through real case studies, allowing participants to practice evaluating complex transaction scenarios.

Module 4: Mock Tests and Quizzes

To reinforce learning, this module includes structured assessments that test comprehension of financial modeling, valuation, and research concepts covered throughout the program. Instant feedback helps learners gauge their progress, identify areas for improvement, and prepare for practical application in professional roles.

Designed for aspiring analysts, finance professionals, and anyone eager to build robust modeling and valuation skills, this course provides a comprehensive and immersive learning experience tailored to today's equity research landscape.

• A foundational grasp of finance and accounting concepts is beneficial, as it helps learners engage more easily with the course material.
• Participants should be comfortable using Microsoft Excel, including working with spreadsheets, applying formulas, and performing basic data analysis, as it is the primary tool used throughout the training.
• An interest in equity research, financial analysis, or investment valuation will enrich the learning experience and support deeper involvement in the coursework.
• A motivated, open-minded approach is essential, as the program explores advanced financial concepts and analytical techniques.
• Learners should be prepared to invest consistent time and effort to thoroughly understand each module and practice the skills introduced through hands-on activities.

• Ideal for professionals and aspirants in equity research, investment banking, and financial analysis seeking strong modeling and valuation skills.
• Valuable for investors and market enthusiasts who want to assess opportunities and interpret financial statements effectively.
• Suitable for finance, accounting, economics, and business students looking to enhance both theoretical and practical knowledge.
• Helpful for career changers aiming to transition into finance-focused roles.
• Beneficial for entrepreneurs who want to strengthen their financial decision-making through better valuation and modeling insights.