Fundamental Analyst Diploma

Course details

Fundamental Analyst Diploma

Duration: 6 months

Assessment: One comprehensive practical assignment
Develop essential skills to analyze companies deeply and make informed investment decisions with this internationally recognized diploma. This fully online, flexible program teaches you fundamental analysis principles—from basic concepts to advanced valuation and value investing techniques—preparing you to evaluate business financial health and market potential confidently.

Course Modules and Key Learnings:

1. Introduction to Fundamental Analysis
   Understand what fundamental analysis is, why it is used, and its importance in financial markets.
2. How to Perform Fundamental Analysis
   Learn step-by-step processes to analyze financial statements, company performance, and broader economic factors.
3. Making Money from Fundamental Analysis
   Explore practical applications of fundamental analysis to identify investment opportunities and generate returns.
4. Advanced Fundamental Analysis Techniques
   Dive deeper into sophisticated tools, valuation models, and financial metrics to refine your analysis skills.
5. Examples and Case Studies of Fundamental Analysis
   Study real-world examples demonstrating fundamental analysis methods applied to actual companies.
6. Key Factors to Look at When Analyzing a Company
   Focus on vital indicators such as earnings, cash flow, management quality, market position, and competitive advantages.
7. Limitations of Fundamental Analysis
   Understand what fundamental analysis cannot predict, including market sentiment, external shocks, and timing risks.
8. Value Investing Principles
   Learn the philosophy and practical approach behind value investing—buying undervalued businesses for long-term growth.
9. Fundamentals for Fundamentalists
   Identify traits of successful fundamental analysts and how to develop a disciplined investment mindset.
10. How to Buy and Evaluate a Business
    Gain insights into assessing a business for purchase or investment, including due diligence and intrinsic value estimation.
11. Becoming a Value Investor
    Develop strategies and habits that characterize successful value investors, including patience and risk management.

Assessment:
Demonstrate your mastery by completing one practical assignment that integrates theoretical knowledge with real-world fundamental analysis scenarios. You can start the assignment on day one and complete the diploma at your own pace, ensuring practical application of learned concepts.
 
  Updated on 31 July, 2025