About Online Equity Research Course

Course No. of Hours Basic Microsoft Excel Training 4h 8m Microsoft Excel - Advanced 6h 06m Accounting:01 - Income Statement 1h 57m Accounting:02 - Balance Sheet 3h 37m Accounting:03 - Cash Flows Analysis 1h 3m Corporate Valuation - Beginner to Pro in Microsoft Excel 3h 06m DCF - Discounted Cash Flow 5h 04m Comparable Comps - Comparable Company Analysis 3h 57m Comprehensive Relative Valuation Training 5h 9m Equity Research Report Writing 1h 43m Financial Modeling of Siemens AG 8h 02m Financial Modeling - Indian Telecommunication Sector 3h 58m Financial Modeling - Automobile Sector 4h 34m Comcast and Time Warner Merger Modeling Training 3h 39m Financial Modeling - Banking Sector 8h 22m

Course Name Online Equity Research Course Bundle Deal You get access to all 15 courses bundle. Hours 55+ Video Hours Core Coverage Equity Research including Fundamental analysis, Financial Modeling, and Valuation of a Live company Excel Templates Included? Yes. All templates downloadable Course Validity Lifetime Access Eligibility Anyone serious about learning Equity Research and wants to make a career in this Field Pre-Requisites None (Basic accounting knowledge should help) What do you get? Certificate of Excellence for each of the 15 courses Certification Type Course Completion Certificates Verifiable Certificates? Yes, you get verifiable certificates for each course with a unique link. These link can be included in your resume/Linkedin profile to showcase your enhanced Equity Research Skills Type of Training Video Course – Self Paced Learning Software Required Excel (2007 or above) System Requirement 1 GB RAM or higher Other Requirement Speaker / Headphone

Online Equity Research Training Curriculum

Before we discuss the prerequisites and target audience and answer your questions, let’s talk about the equity research training curriculum.

1 Basic Microsoft Excel Training This is the first module of the course. Before if you ever learn to analyze or understand investments, you need to make your basics clear. That’s why you will learn how to feed data into excel, how to apply various functions, how to avoid common errors, and also how to make excel your ally. You would need to invest around 4 hours for this module. 2 Microsoft Excel - Advanced This module will teach you the advanced excel. In the first module, you would learn the basics. In this module, you will use the fundamentals to go to the next level. From data functions, what-if analysis to the array, pivot tables, names & dynamic range, form controls, advanced charts - you will learn. You need to invest around 6 hours. 3 Accounting:01 - Income Statement Next module is on the income statement. The income statement is one of four most important financial statements you need to analyze. You will learn how to create an income statement and also how to look at an income statement. You will learn the difference between a fiscal year and a calendar year. You will also learn how to calculate profit margins, you will know about revenue recognition, nonrecurring items, depreciation expense, and finally a case study on Colgate. 4 Accounting:02 - Balance Sheet This Equity research course is dedicated to the balance sheet analysis. A balance sheet is one of significant four financial statements for any company. You will learn about current assets, current liabilities, long-term assets, long-term liabilities, financial reporting standards, and shareholders’ equity. This entire module will take around 3.5 hours. 5 Accounting:03 - Cash Flows Analysis This is the next module on cash flow analysis. Here you will learn how to look at a cash flow statement and how to make sense of it. You will learn to find out net cash flow from operating activities, investing activities, and finance activities. You will also learn the direct method and the indirect method of calculating cash flow from operations. You will also get to understand the entire module via examples and case studies. This module will take around 1 hour. 6 Corporate Valuation - Beginner to Pro in Microsoft Excel In this Equity research course, first, you will learn a brief overview of corporate valuation. Then, sequentially, you will learn the dividend discount model (DDM), discounted cash flow (DCF), you will also learn how to calculate enterprise value (EV) and relative valuation. To complete the module, you need to invest around 3 hours. 7 Financial Modeling of Siemens AG Since this is a comprehensive training, at last, you will learn how to create a financial model for a real company. That’s why in this module, you will learn about the framework & prerequisites of the valuation, how to define the need, how to project income statement, how to look at the working capital schedule, how to create a cash flow statement, ratio analysis, scenario analysis, and finally DCF valuation. 8 DCF - Discounted Cash Flow This entire module is dedicated to the DCF valuation method. You will start learning what the DCF valuation is. Then, you will get to understand the absolute valuation, DCF, the advantages of DCF, net debt and cost of debt, beta, and you will also go through a case study. This module will take around 5 hours. 9 Comparable Comps - Comparable Company Analysis In this Equity research training course, you will learn how one can do comparable company analysis. You will first learn a brief overview of comparable companies and how to look at them. Then you will learn the valuation methodologies and each part of it, step by step - from selecting peers to selecting the multiples, from drawing the company sheets to calculating takeover premium, doing REIT valuation. You will also learn common interview questions and get to practice practical files. The entire module will take around 4 hours. 10 Comprehensive Relative Valuation Training This Equity research training is focused entirely on the relative valuation. You will learn a brief overview of the relative valuation. Then you will learn the types and advantages and disadvantages of relative valuation, and you will also learn a practical example to illustrate the relative valuation. This module will also take you around 5 hours. 11 Equity Research Report Writing Not everyone can write well, mostly in a clear and concise manner. That’s why one needs to learn how to present information in a formatted and distinct manner. In this Equity research course, you will learn how to write an equity research report. We will start with report writing and its overview. Gradually, we will talk about understanding sell-side reports, data analysis, Minto’s Pyramid Cycle, actually writing the research reports, and finally the whole summary of what you would learn. This would take around 1 hour and 40 minutes.

Project Highlights 6+ Industry Projects

6+ Industry Projects Hands-on Instructor-led Case Studies

Hands-on Instructor-led Case Studies Perform financial analysis on Live company data

Perform financial analysis on Live company data Build a financial & Valuation Model from scratch

Build a financial & Valuation Model from scratch Forecast Target Price of Shares

Forecast Target Price of Shares Showcase Projects in your CV/Linkedin Equity Research Training Projects Financial Modeling of Siemens AG Equity Research - Indian Telecommunication Sector Equity Research - Automobile Sector Banking Sector Financial Modeling Merger Modeling Training Corporate Valuation - Beginner to Pro in Microsoft Excel DCF - Discounted Cash Flow Comparable Comps - Comparable Company Analysis Comprehensive Relative Valuation Training View More

Certificate of Completion

What is Equity Research?

Equity research analysis is a complex undertaking. It involves financial analysis, financial modeling, looking at the fundamentals of the company, financial statement analysis, scenario analysis, and a lot more.

When we talk about equity research, it can be from both the buy-side and sell-side of a firm. Equity research analysts look at the market, gauge the trends, analyze the factors, and also try to understand the impacts of market trends on business outcomes and stocks of different companies.

There are two other factors that we think you should care about. One is commodities. To be an equity research analyst, you should know a lot about commodities, its trends, how to invest in commodities, etc. Another is deals about bonds. ER mainly deals with these two things. But ER analysts also look at the macroeconomic view of the market, conducting the derivative analysis with the derivative department of the brokerage firm.

Plus. you need to be able to have a helicopter view of the financial affairs of the company and will be able to understand the trends of the industry and you should thoroughly look at each statement and also do the financial modeling and valuation whenever it would be required.



Industry Growth Trend The Financial Services Application Market is expected to grow from $66.92 billion in 2014 to $103.66 billion to 2019, at a Compound Annual Growth Rate (CAGR) of 9.1% during the forecast period 2014-2019.

[Source - MarketsandMarkets] Average Salary Average Salary $64,744 per year The average salary for an Investment Banker is $64,744 per year in the United States.

[Source - Indeed]

Skills you will learn in this c ourse?

In this Equity Research analyst certification, you will get to learn many, many skills. Here’s a list of tangible skills you would learn from this Equity research course –

MS Excel: Even if as an ER analyst, it’s given that you should know MS Excel, we haven’t left anything to chance. So, we will begin the course with the basics and the advanced level excel.

Even if as an ER analyst, it’s given that you should know MS Excel, we haven’t left anything to chance. So, we will begin the course with the basics and the advanced level excel. Valuation: This is one of the most important skills you would learn in this Equity research course. You will learn the dividend discount model (DDM), discounted cash flow (DCF), and also how to calculate enterprise value (EV) and relative valuation. Along with that, you will also learn how to apply this knowledge in real life.

This is one of the most important skills you would learn in this Equity research course. You will learn the dividend discount model (DDM), discounted cash flow (DCF), and also how to calculate enterprise value (EV) and relative valuation. Along with that, you will also learn how to apply this knowledge in real life. Research report writing: This is again not being taught in every ER course. So, in this Equity research course, you will also learn how you should approach ER report writing. And with practice, I would be able to write incredible ER reports.

Pre-requisites Willingness for a career in equity research: The only prerequisite to this course is your interest in equity research. If you’re a finance student but you don’t have any interest in equity research, you will not get the best value out of this course.

The only prerequisite to this course is your interest in equity research. If you’re a finance student but you don’t have any interest in equity research, you will not get the best value out of this course. Basic knowledge of finance: This Equity research course consists of a lot of advanced concepts. Without the basic knowledge of finance, it wouldn’t be possible for you to grasp the entire course under 55+ hours.

Target Audience Students of finance: This is an ideal course for those students that want to build a career in equity research. But make sure you love data, analysis, research, investments, and writing.

This is an ideal course for those students that want to build a career in equity research. But make sure you love data, analysis, research, investments, and writing. Professionals of finance: If you’re a juncture at your career and want to shift from one to another, equity research may be the career you should look for. If you love research and analysis, you would love this course. This Equity research course will guide you step by step on how to become an equity research analyst.

Equity Research Training FAQs – General Questions Why should I do this Equity research training course? You shouldn’t if you want to pursue something else. But if you want to build a career in equity research, this course is the most significant one you would ever do. How much time do I need to invest after doing the course? This Equity research course is something that you can take on again and again and again. And perfection depends on how much you work on yourself and the materials you receive. I’m not a finance professional, should I do this Equity research course? No. First, I have a basic knowledge of finance. You can opt for a basic finance course and then go ahead and do this course.

Career Benefits Comprehensive equity research module: We are certain that you wouldn’t get any better course than this on equity research. If you want to master equity research and aim to be an equity research analyst, this is a must-do course for you.

We are certain that you wouldn’t get any better course than this on equity research. If you want to master equity research and aim to be an equity research analyst, this is a must-do course for you. You will be way ahead than your peers: We don’t believe in competition either, but what if you do this course and they don’t? The obvious side-effect is that you would be way ahead than your peers – and you would rather feel amazing being the center of the crowd.

We don’t believe in competition either, but what if you do this course and they don’t? The obvious side-effect is that you would be way ahead than your peers – and you would rather feel amazing being the center of the crowd. With the right application, you will become an equity research analyst: This Equity research course works if you will work. And with the right use of the material, you will achieve your dream of becoming an equity research analyst. And you will also master several skills (financial analysis, financial modeling, valuation, MS Excel, ER report writing) in a go.