Equity Research Training

Live Online & Classroom Enterprise Training

Learn how to analyze companies, interpret financial statements, and build valuation models to make informed investment decisions in equity markets.

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What is Equity Research Training about?

This course provides a comprehensive understanding of equity research, covering fundamental analysis, financial modeling, valuation techniques, and industry analysis. Participants will gain practical skills to evaluate stocks, create research reports, and support investment decision-making in real-world scenarios.

What are the objectives of Equity Research Training ?

Understand the fundamentals of equity markets and investment concepts
Analyze financial statements to assess company performance
Apply valuation techniques like DCF and relative valuation
Develop financial models for forecasting and analysis
Create professional equity research reports

Who is Equity Research Training for?

Aspiring equity research analysts
Finance and commerce students
Investment banking professionals (entry-level)
Portfolio managers and traders
Individuals interested in stock market investing

What are the prerequisites for Equity Research Training?

Prerequisite:

Basic understanding of finance and accounting concepts
Familiarity with financial statements
Knowledge of Excel fundamentals
Understanding of stock markets (basic level)
Analytical and quantitative aptitude

Learning Path:

Introduction to Financial Markets
Financial Statement Analysis
Corporate Valuation Techniques
Financial Modeling using Excel
Equity Research Report Writing

Related Courses:

Financial Modeling using Excel
Investment Banking Fundamentals
Corporate Finance Essentials
Stock Market Trading Strategies

Available Training Modes

Live Online Training

2 Days

Course Outline Expand All

Expand All

Module 1: Equity Research Introduction

Role of equity research in financial markets

Buy-side vs sell-side research

Equity research process overview

Key skills required for equity analysts

Career pathways in equity research

Module 2: Financial Statements Understanding and Analysis

Overview of financial statements (Income Statement, Balance Sheet, Cash Flow)

Interlinking of financial statements

Key accounting concepts and adjustments

Identifying red flags in financial statements

Financial statement analysis techniques

Module 3: Economic Analysis

Macroeconomic indicators (GDP, inflation, interest rates)

Economic cycles and market impact

Monetary and fiscal policy influence

Global vs domestic economic factors

Impact of economic trends on industries

Module 4: Industry Analysis

Industry lifecycle analysis

Porter’s Five Forces framework

Competitive landscape evaluation

Industry growth drivers and risks

Regulatory and technological influences

Module 5: Company Analysis (Financial and Qualitative)

Business model evaluation

Revenue and cost drivers

Management quality and governance

Competitive positioning

SWOT analysis

Module 6: Ratio Analysis

Profitability ratios (ROE, ROA, margins)

Liquidity ratios (current ratio, quick ratio)

Leverage ratios (debt-equity, interest coverage)

Efficiency ratios (asset turnover, inventory turnover)

Interpreting ratios for decision-making

Module 7: Valuation Methods (DCF and Relative Valuation)

Discounted Cash Flow (DCF) model fundamentals

Free cash flow estimation

Cost of capital (WACC)

Relative valuation (P/E, EV/EBITDA, P/B)

Sensitivity and scenario analysis

Module 8: Basics of Technical Analysis

Price trends and chart patterns

Support and resistance levels

Technical indicators (Moving averages, RSI, MACD)

Volume analysis

Combining technical and fundamental analysis

Module 9: Research Report Writing (Samples)

Structure of an equity research report

Writing investment thesis

Financial modeling and projections

Recommendation and target price

Sample report analysis and review

Module 10: Opportunities for Jobs in This Area

Roles (Equity Analyst, Research Associate, Portfolio Analyst)

Skills and certifications required (CFA, FRM, etc.)

Career growth path in equity research

Job opportunities in banks, asset management firms, and KPOs

Interview preparation and resume tips

Who is the instructor for this training?

The trainer for this Equity Research Training has extensive experience in this domain, including years of experience training & mentoring professionals.

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