Certificate Program in Fundamental Analysis & Equity Research
Learn Fundamental Analysis, Reading Financial Statements, Financial Mathematics, Valuations
Fundamental analysis involves analyzing the characteristics of a company in order to estimate its value. Technical analysis takes a completely different approach; it doesn't care one bit about the ‘value’ of a company or a commodity. Technicians are only interested in the price movements in the market. Both the techniques are extensively used by analysts across asset classes and investments.
Fundamental analysis is a technique that attempts to determine a security's value by focusing on underlying factors that affect a company's business and its prospects. Fundamental analysis can be performed on any security, industry or economy as a whole. It is the analysis of the economic well-being of a financial entity as opposed to only its price movements. Fundamental analysis is broadly used in equity research and analysis of listed and non-listed companies.
Analysts, as part of fundamentals, broadly analyze two parameters and work on determining Intrinsic Value of the Stock or Security:
- Quantitative – Capable of being measured or expressed in numerical terms
- Qualitative – Related to or based on the quality or character of something, often as opposed to its size or quantity
The biggest part of fundamental analysis involves delving into the financial statements. Also known as quantitative analysis, this involves looking at various financial aspects of company like revenue, assets, liabilities, cash flows. Fundamental analysts look at this information to gain an insight on a company's future performance. Analyzing balance sheet, annual report and other important statements is very important to understand quantitative parameters.
- Fundamental Analysis - An Introduction
- Basic Financial Mathematics
- Understanding Financial Statements
- Valuation Methodologies
- Basic Excel usage.
- 24 Video classes
- 36 Documents
- 01 Online Exam
Who should take this course?
Fundamental Analysis and Equity Research is important for:
- Finance and Accounting Professionals like Chartered Accountants, Management Accountants, Cost Accountants, Certified Accountants, Chartered Secretaries, Bankers, MBAs, etc, who seek careers in Research, Portfolio Management
- Professionals in the area of Research, Investment Banking, Trading, PE etc
- Professionals employed in the Investment and Treasury Departments of Banks and Financial Institutions
- Professionals working in the Investment Departments of Corporate
Certified Fundamental Analyst or Equity Analyst can aspire careers in:
- Investment Banking
- Private Banking
- Private Equity
- Fund Management
- Portfolio Management Services
- Wealth Management
Language of instruction: English