Certified Equity Research Analyst

Course details

Vskills Certification in Equity Research focuses on developing the necessary skills for the purpose of advising investors and financial institutions to make profitable investment decisions in the capital market by providing a brief overview of the global markets and an understanding of the stock market movements. The certification assesses the candidate's qualitative and quantitative skills for stock evaluation, analyzing and interpretation of annual reports and the basic techniques of valuation.

Why should one take this certification?
This certification is intended for professionals and graduates wanting to excel in the field of equity research and valuation. It is also well suited for those who are already working and would like to take certification for further career progression.
Vskills Certification in Equity Research is for those candidates looking for opportunities in equity research and valuation division. The certification can help candidate differentiate in today's competitive job market, broaden their employment opportunities by displaying their advanced skills, and result in higher earning potential.

Who will benefit from taking this certification?
Job seekers looking to find employment in investment houses, brokerage firms, KPOs, insurance firms etc, students generally wanting to improve their skill set and make their CV stronger and existing employees looking for a better role can prove their employers the value of their skills through this certification.

Companies that hire Vskills Certified Equity Research Analyst
Vskills Certified Equity Research Analyst might find employment in big or small investment houses, mutual funds, insurance houses, brokerage firms or KPO, Venture Capital and Credit Rating firms.

Table of Contents

Introduction

• Goals of Equity Research
• Elements of Equity Research
• Process of Equity Research
• Types of Research
• Classification of Stocks and Market participants
• Concept of Equity Markets and Valuation
• Role of Analyst
• Role of Equity Research in Capital Market
• Different approaches of Equity Research

Economic Analysis

• Need and advantages of economic analysis
• Inter-relationship between Stock Markets and Macroeconomy
• Index and Indicators
• Interest Rates
• Fiscal and Monitory Policy

Corporate Finance

• Fundamentals of Business Finance, Analysis and Investment
• Financial Management
• Financial Evaluation of Investments
• Evaluating Marketable Securities
• Financial Decisions
• Capital Structure
• Value and Capital Budgeting
• Corporate Financial Planning
• Cash and Credit Management

Industry Analysis

• Competitive Business Strategies
• Tools and Policies in Industrial Analysis
• Porter’s Five Force Analysis and Generic Strategies
• Industrial Forces

Company Analysis

• Management System and Business Analysis
• Types of Financial Statements
• Sources of data for Financial Statements
• Financial Statement Analysis
• Growth Rate Sustainability
• Cash Flow Valuation Process
• Capital Asset Pricing Model (CAPM)
• Arbitrage Pricing Theory (APT)
• Understanding Competition and Revenue Drivers

Valuation

• Concept of valuation
• Models of valuation
• Technique of valuation
• Forecasting and Growth Rate Analysis
• Preparing Research Reports

Modeling

• Discount cash Flow Valuation Model
• Dividend Discount Models
• Gordon Growth Model
• Free Cash Flow Models
• Relative Valuation Models

SOTP Valuation
  Updated on 31 January, 2019