Equity Research Report Writing Training

Course details

What is Report Writing?

A report is a form of communication from a securities firm to its clients with a specific purpose to help an investor take decisions. Report writing forms an important component of finance studies as it is the one which represents your findings and analysis on a company's financial data.

Why Report Writing Training Course?

This tutorial includes guidelines in order to write a useful, focused and impactful financial report. After completing all the Financial Modeling an analyst needs to prepare a financial report. You efforts until then reflects in a report and therefore it is required that you should know how to write a report and what are the essentials of a good report. The aim of this course is to guide you for the same.

The training will help you:

• Apply the principles of Logic using Minto's Pyramid
• Write clear and impactful Equity research analyst reports like Daily Updates, Quarterly Updates, Industry Reports, Stock Reports, and Weekly Reports.
• Tips and Techniques to write professional Research Reports like Result Update Initiation Report Thematic Report

Instructor: Mr. Dheeraj V. (CFA, FRM, IIML, IITD)

Dheeraj, A financial wizard, His relentless pursuit of knowledge and financial acumen has made him one of the most sought after individual in the training circles. He was associated with J.P Morgan Chase Equity Research Group as an analyst and later moved to CLSA India (Asia's #1 Broking Firm) in the field of Equity Research and Investment Banking domain.