Equity Research and Valuation Analytics

BY
Boston Institute of Analytics

Elevate your finance career with hands-on expertise in equity research, financial modeling through this course.

Mode

Part time, Online

Duration

4 Months

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study, Virtual Classroom +1 more
Mode of Delivery Video and Text Based

Course overview

The Equity Research and Valuation Analytics course is being offered by the Boston Institute of Analytics (BIA). This Equity Research and Valuation Analytics course is meticulously designed for bridging the gap between theoretical and practical applications. Spanning duration of 4 months, this Equity Research and Valuation Analytics course integrates specialised valuation exercises, advanced financial modeling, GenAI and prompt engineering techniques, sector-specific analysis, and real-world capstone projects. The participants will also benefit from exclusive guest sessions with industry experts, ensuring exposure to current market trends and professional best practices.

The highlights

  • 4 months duration
  • Immersive classroom and online blended learning
  • Hands-on training by top equity researchers
  • 50+ assignments and case studies
  • Practical capstone projects
  • Access to exclusive job opportunities portal
  • Globally recognized dual certification
  • Real-world financial modeling projects
  • Sector-specific analysis and reporting
  • 200+ hours of learning and practical exercises

Program offerings

  • Real-world projects
  • Expert instructors
  • Peer & alumni community access
  • Doubt clearing sessions
  • Case studies
  • No cost emi options available
  • 4 months course

Course and certificate fees

certificate availability

Yes

certificate providing authority

Boston Institute of Analytics

Who it is for

Eligibility criteria

To enroll for this Equity Research and Valuation Analytics course the participants must have a minimum high school diploma or formal degree in any discipline. It is not mandatory, but professional experience in finance is advantageous.

What you will learn

Financial knowledge Financial management Trading skills

The participants will gain in-depth knowledge of equity research, financial modelling and valuation analytics, equipping them with the tools needed to evaluate investments, analyse financial statements and perform sector specific valuations. This Equity Research and Valuation Analytics course emphasizes practical application through real-world projects, case studies and advanced exercises using cutting edge AI tools to enhance research efficiency and accuracy.

The syllabus

Equity Research and Valuation Analytics: Orientation

Course Expectations and Structure
  • Overview of the Course Modules 
  • Brief on Assignments and Assessments
Introduction to the Learning Environment
  • Digital Platforms and Resources
  • Communication Channels

Advanced Excel for Financial Analysis

Excel Fundamentals for Finance
  • Essential formulas and shortcuts for financial modeling
  • Data validation and conditional formatting
  • Creating dynamic dashboards for financial analysis
Excel-Based Sensitivity and Scenario Analysis
  • Automating scenario testing
  • Monte Carlo simulations using Excel
Advanced Excel Functions
  • Using pivot tables, solver, and goal seek for financial analysis

Foundations of Equity Research

Introduction to Equity Research
  • Role of an equity analyst
  • Understanding financial markets and instruments
  • Types of equity research: sell-side vs. buy-side
Classifications of Assets and Markets
  • Securities, currencies, contracts, commodities, and real assets
  • Security market indices and benchmarks
  • Financial intermediaries and service
Equity Securities Overview
  • Types of equity securities
  • Market value vs. book value
  • Cost of equity, return on equity, and required rates of return
Equity Research Process
  • Screening and identifying investment opportunities
  • Structuring the equity research workflow
  • Assignments: Market efficiency analysis and basic equity screening
Introduction to Microeconomics
  • Supply and demand dynamics
  • Market structures: Perfect competition, monopoly, oligopoly, and monopolistic competition
  • Pricing strategies and elasticity
  • Cost structures and profit maximization
  • Relevance of microeconomic factors in company performance analysis
Introduction to Macroeconomics
  • Key macroeconomic indicators: GDP, inflation, unemployment, and interest rates
  • Monetary policy and fiscal policy: Impact on financial markets
  • Exchange rates and international trade
  • Business cycles and their influence on sector performance
  • Impact of macroeconomic trends on valuation and investment decisions
Applied Economics in Equity Research
  • Analyzing the impact of economic policies on specific industries
  • Sector-wise economic sensitivity (e.g., cyclicals vs. defensives)
  • Case studies: Effects of interest rate changes, inflation, or trade policies on stock valuations
Assignments
  • Analyze the economic environment of a given country or region and its implications for specific sectors
  • Assess how macroeconomic indicators influence a company’s valuation

Financial Statement Analysis

Financial Statements Deep Dive
  • Income statement, balance sheet, and cash flow statement
  • Key metrics: ROE, ROA, and leverage ratios
Earnings Quality Analysis
  • Identifying red flags in financial statements
  • Non-GAAP measures and accounting adjustments
Business Model Evaluation
  • Analyzing operating models and revenue drivers
  • Understanding pricing power and market positioning
Assignments
  • Analyze financial statements and identify key drivers for a chosen company

Equity Valuation Techniques

Introduction to Valuation
  • Intrinsic vs. relative valuation
  • Overview of valuation methodologies
Dividend Discount Models (DDM)
  • Single-stage and multi-stage growth models
  • Stock splits and share repurchases
Discounted Cash Flow (DCF) Analysis
  • Building and interpreting a DCF model
  • Cost of equity, WACC, and terminal value assumptions
Relative Valuation
  • P/E, EV/EBITDA, P/B multiples
  • Peer group analysis and practical applications
Assignments
  • Develop a DCF and relative valuation for a selected company

Equity Research Report and Presentation

Equity Research Report Writing
  • Structure: Executive summary, investment thesis, and valuation summary
  • Elements of a thorough research report: Business model, revenue drivers, profitability, and capital investments
Effective Communication and Pitching
  • Creating actionable recommendations
  • Developing a compelling pitch deck
Assignments
  • Write an equity research report and present your findings to a panel

Sector-Specific Analysis

Industry-Specific Research
  • Analyzing different sectors: Technology, healthcare, banking, and energy
  • Key metrics and drivers unique to each sector
Macroeconomic Factors in Sector Valuation
  • Impact of interest rates, inflation, and regulation on sector performance

Case Studies
  • Real-world examples of sector-specific equity valuation

Assignments
  • Prepare a sector-specific equity research report

Integration of ESG in Equity Research

Understanding ESG Factors
  • Environmental, social, and governance metrics
  • Impact of ESG on valuations
Integrating ESG into Research Reports
  • Assessing ESG risks and opportunities
  • Writing actionable ESG insights
Assignments
  • Develop an ESG-integrated valuation report

GenAI and Prompt Engineering in Equity Research

Introduction to AI in Finance
  • Best practices for prompt writing in equity research
  • AI tools like Microsoft Office 365 and data analysis platforms
Creating Presentations and Reports
  • Leveraging AI for presentation design and data visualization
Use Cases of AI in Equity Research
  • Sentiment analysis for earnings calls
  • Automating data extraction and analysis
Assignments
  • Use AI tools to create a presentation and analyze a company’s financial data

Mastering Financial Modeling

Building Financial Models
  • Structuring and modeling historical financial statements
  • Understanding key drivers and assumptions
Modeling Projections
  • Revenue and expense modeling
  • Asset schedule and depreciation
Advanced Financial Modeling
  • Interlinking financial statements
  • Modeling loans, advances, and taxation
Modeling WACC and Sensitivity Analysis
  • Calculating WACC and cost of equity
  • Running sensitivity analyses for key inputs
Assignments
  • Create a comprehensive equity valuation model

Mergers and Acquisitions (M&A) Overview

Understanding M&A
  • The theory and practice of M&A
  • Synergy analysis and value creation
  • Equity separations: Spin-offs, carve-outs
Private Equity and Strategic Deals
  • Private equity deal structures
  • Strategic investment and financing strategies
Valuation, Pricing, and Fee Structures
  • M&A valuation techniques
  • Financing and exit strategies
Assignments
  • Build an M&A model using real-world deal data

Advanced M&A Modeling

Synergy and Contribution Analysis
  • Modeling accretion/dilution impact
  • Sensitivity analysis on acquirer’s EPS
Merger Accounting
  • High-level merger accounting and goodwill projection
  • Modeling financing plans
Assignments
  • Perform accretion/dilution analysis and synergy modeling for a case study

Python for Finance Automation

Introduction to Python for Finance
  • Basics of Python programming
  • Libraries for financial analysis: pandas, NumPy, matplotlib
Automating Financial Tasks with Python
  • Data extraction, cleaning, and analysis
  • Automating valuation and financial metrics calculations
Python-Excel Integration
  • Using Python to enhance Excel workflows
  • Building reusable financial templates and dashboards
Assignments
  • Develop a Python script to automate financial data analysis
  • Create an automated financial model combining Excel and Python

Capstone Project

Objective
  • Create and present a comprehensive equity research report, including valuation and ESG analysis, on a public company.

Evaluation Criteria
  • Quality and depth of analysis
  • Financial modeling accuracy
  • Presentation skills and ability to defend the thesis

Career Enhancement

Soft Skills Training
  • Presentation Skills
  • Email Etiquettes
  • LinkedIn Profile Building
  • Personality Development and Grooming
Interview Preparation
  • Interview Do’s and Don’ts
  • Mock Interviews
  • HR and Technical Interview Prep
  • One-on-One Feedback

Admission details

Follow the steps below to join the Equity Research and Valuation Analytics course.

Step 1 - Click on the link below: https://bostoninstituteofanalytics.org/equity-research-and-valuation-analytics/

Step 2 - Click on “Enquire Now”. Submit the form and your contact details and a representative will contact you.

Step 3 - Once the fees are paid, you are enrolled in the Equity Research and Valuation Analytics course.

How it helps

Earning this Equity Research and Valuation Analytics course certification validates professional expertise in equity research and valuation analytics. It enhances career prospects in investment banking, corporate finance, portfolio management, and ESG analysis. Graduates gain practical skills applicable to real-world financial decision-making, access to BIA’s job portal, and recognition from global industry leaders, boosting credibility and employability.

FAQs

What is the duration of this Equity Research and Valuation Analytics course?

The duration of this Equity Research and Valuation Analytics course is 4 months.

Is prior finance experience required?

No prior experience is mandatory; however, finance professionals can benefit from advanced modules.

Is the Equity Research and Valuation Analytics course available online?

Yes, the Equity Research and Valuation Analytics course offers immersive online and blended learning options.

Will I receive industry exposure?

Yes, through guest sessions, real-world projects, and access to top banks and MNCs.

Does BIA provide placement assistance?

Yes, the BIA provides full placement support and career mentorship.

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