EQUITY RESEARCH ANALYST
Specialization | 23 Course Series | 8 Mock Tests
This Equity Research Certification is an awesome bundle of 23 courses with 94+ hours of equity research course video tutorials and One year access. This training will enable you to learn how to project a company’s financials and perform valuation to determine the target price of the share.
Offer ends in:
What you'll get
- 94+ Hours
- 23 Courses
- Mock Tests
- Course Completion Certificates
- One year access
- Self-paced Courses
- Hands-on Projects
- Technical Support
- Mobile App Access
- Download Curriculum
Synopsis
- Courses: You get access to all 23 courses, Projects bundle.
- Hours: 94+ 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: One year 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 23 courses, Projects
- 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: MS Excel
Content
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MODULE 1: Excel and Accounting for Equity Analysis
Courses No. of Hours Certificates Details Equity Research Overview 1m ✔ Microsoft Excel - Beginners 6h 44m ✔ Microsoft Excel - Advanced 9h 21m ✔ Advanced Excel Practicals: Essentials for the Real World 3h 25m ✔ Test - Excel Assessment Test Accounting - The Foundation 43m ✔ Accounting:01 - Income Statement 1h 57m ✔ Accounting:02 - Balance Sheet 3h 19m ✔ Accounting:03 - Cash Flows Analysis 1h 2m ✔ Accounting:04 - Financial Analysis Techniques 2h 31m ✔ Accounting:05 - Income Taxes 1h 13m ✔ Test - Accounting Assessment Test -
MODULE 2: Corporate Valuation Techniques
Courses No. of Hours Certificates Details Corporate Valuation - DCF and Relative Valuation 3h 36m ✔ DCF - Discounted Cash Flow for Beginners 5h ✔ Comparable Comps - Comparable Company Analysis 3h 41m ✔ Comprehensive Relative Valuation Training 4h 51m ✔ Equity Research Report Writing 1h 34m ✔ Test - Corporate Valuation Assessment Test -
MODULE 3: Advanced Financial Modeling for Equity Research
Courses No. of Hours Certificates Details Financial Modeling of Apple Inc 8h 24m ✔ Financial Modeling - Big Books 8h 53m ✔ Financial Modeling - Siemens AG 8h 33m ✔ Financial Modeling - Twitter 5h 07m ✔ Financial Modeling - Indian Telecommunication Sector 3h 48m ✔ Financial Modeling - Automobile Sector 4h 27m ✔ Comcast and Time Warner Merger Modeling Training 3h 29m ✔ Financial Modeling - Banking Sector 7h 54m ✔ Test - Financial Modeling Assessment Exam -
MODULE 4: Mock Tests and Quizzes
Courses No. of Hours Certificates Details Test - Mini Quiz Excel Test - Mini Quiz - Accounting Test - Mini Quiz Corporate Valuation Test - Ultimate Financial Modeling Mini Quiz
Description
This comprehensive course is designed to provide a thorough understanding of equity research, financial modeling, corporate valuation, and accounting principles. Here's a detailed breakdown of each module:
Module 1: Equity Research Fundamentals
In this module, you will delve into the foundational aspects of equity research, which is crucial for understanding and analyzing investment opportunities in the stock market. You will begin by gaining insights into the significance of equity research and its role in financial markets. Next, you will focus on mastering essential Excel skills that are indispensable for equity research analysts. This includes learning how to manipulate data, format spreadsheets effectively, and perform basic calculations efficiently. As you progress, you will advance to more complex Excel functions and techniques tailored specifically for equity research tasks. Additionally, you will receive comprehensive training in accounting principles, covering fundamental concepts such as the income statement, balance sheet, cash flow analysis, financial analysis techniques, and income taxes.
Module 2: Corporate Valuation Techniques
In this module, you will explore the various methodologies used to determine the value of a company, which is essential for making informed investment decisions. You will start by understanding the principles of corporate valuation, focusing on two primary approaches: discounted cash flow (DCF) analysis and relative valuation methods. Through practical examples and case studies, you will learn how to apply DCF analysis to estimate a company's intrinsic value by forecasting future cash flows and discounting them back to the present. Additionally, you will delve into comparable company analysis (comps), where you will learn how to select comparable companies and analyze their financial metrics to derive valuation multiples. Furthermore, you will receive comprehensive training in relative valuation techniques, including price-to-earnings (P/E) ratio, price-to-book (P/B) ratio, and enterprise value multiples.
Module 3: Advanced Financial Modeling
In this module, you will advance your financial modeling skills by applying them to real-world scenarios and industry-specific contexts. You will engage in detailed financial modeling exercises focused on analyzing specific companies and sectors. Through hands-on practice, you will learn how to build comprehensive financial models for renowned companies such as Apple Inc., Siemens AG, Twitter, and others. Additionally, you will explore financial modeling techniques tailored to different industry sectors, including telecommunications, automobiles, banking, and more. Moreover, you will gain insights into modeling merger and acquisition (M&A) scenarios by examining case studies such as Comcast and Time Warner. Throughout the module, you will hone your modeling skills and analytical capabilities, preparing you to tackle complex financial modeling challenges with confidence.
Module 4: Mock Tests and Quizzes
In this module, you will put your knowledge and skills to the test through a series of mock tests and quizzes. These assessments are designed to evaluate your understanding of equity research, financial modeling, and corporate valuation concepts covered in the course. By completing the mock tests and quizzes, you will receive immediate feedback on your performance, allowing you to identify strengths and areas for improvement. Moreover, these assessments will help reinforce your learning and enhance your readiness for real-world applications in the field of equity research and corporate valuation.
Whether you're a finance professional, aspiring equity analyst, or anyone looking to enhance their financial modeling skills, this course provides a comprehensive learning experience to excel in the field of equity research and corporate valuation.
Sample Certificate
Requirements
- Basic Understanding of Finance and Accounting: It would be advantageous for students to have a foundational knowledge of finance and accounting principles before enrolling in this course.
- Familiarity with Microsoft Excel: Since Microsoft Excel is a primary tool used for financial analysis and modeling in this course, students should be comfortable navigating spreadsheets, entering formulas, and conducting basic data analysis.
- Interest in Equity Research and Investment Valuation: While not mandatory, having a genuine interest in equity research, financial analysis, and investment valuation will enhance students' engagement and motivation throughout the course.
- Willingness to Learn: A proactive attitude and a readiness to delve into complex financial concepts and methodologies are essential prerequisites for making the most out of this course.
- Commitment to Mastery: Students should be committed to dedicating time and effort to fully understand the material presented in each module and to practice the skills learned through hands-on exercises and assignments.
Target Audience
- Finance Professionals: Individuals working or aspiring to work in equity research, investment banking, financial analysis, or related fields will benefit from gaining proficiency in financial modeling, valuation techniques, and equity research report writing.
- Investment Enthusiasts: Investors, traders, and individuals interested in understanding how to evaluate investment opportunities, analyze financial statements, and make informed investment decisions will find value in this course.
- Students Pursuing Finance Degrees: Undergraduate and graduate students studying finance, accounting, economics, or business administration can enhance their academic knowledge and practical skills by enrolling in this course.
- Career Switchers: Professionals from other industries looking to transition into finance roles can use this course to acquire the necessary knowledge and skills to enter the equity research or investment banking sector.
- Entrepreneurs and Business Owners: Entrepreneurs seeking to understand the financial aspects of their businesses better, such as valuation methods and financial modeling techniques, can leverage this course to improve their financial decision-making abilities.
Course Ratings
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This course was very informative and really helped me to learn a lot about the basics of accounting, and how the three financial statements link together. I really benefited from the several case study examples which helped my understanding of the topics and gave an insight into real life accounting.
Rohan Sandhu
Course was perfect. Easy to understand everything in videos. It was a pleasure to spend my time with this training. Probably I will prefer to buy another finance trainings in EDUCBA. It was really nice experience for me amd probably will be same for you. Thanks to EDUCBA for this trial training course.
Serkan Selvi
I feel excited to say that this is an amazing introductory course for beginners in financial modeling. Though I think, it demands a background and a basic understanding of some parts of corporate finance, the lecturer does everything for newcomers to understand the material. After this course, I am eager to implement my new skills in real-life projects. Thank you.
Roman Kopyl
The lectures are very well delivered and the outline of the courses are comprehensive.
Julius Montaniel Rimas