Equity Fundamental Modelling

COURSE DESCRIPTION

Fundamental Analysis of stocks require quantitative study of a company’s, financial model.Equity analysis is a skill required across all sectors of the Capital Market. The Equity Fundamental Modeling course is designed, to provide knowledge and exposure to the books and the business models of a companyand thereby identify investment opportunities for wealth creation. It involves intelligent replication of a company’s financial structure. Management reports and Annual Reports play an important part to identify and invest simultaneously for stocks where price does not reveal the true story.This knowledge enables to develop consistent and attractive returns on investment.

The Equity Fundamental Modeling is designed to offer the knowledge and training needed to figure out the truth behind a company’s business model. The course covers fundamental valuation analysis, price correlation, and asset class analysis investment quality analysis of stocks. Simplified Modeling methodshelp learners to analyze all business structures inside out.
Students enrolling for Equity Fundamental Modeling will have the knowledge to identify stocks and identify the investment potential for long or short term investments. The candidate will have the skills to study the financial statements of companies, hence filter the investment quality of stocks.

Topics Covered
Understanding Financial Modeling and Financial statement
What is financial modeling & Valuation
Understanding IS and BS
Understanding Cash Flow Statement
Sources of financial information
Building a Financial model
Understanding & Forecasting Business Drivers
Understanding & Forecasting Revenue Drivers
Understanding & Forecasting Cost Drivers
Understanding & Forecasting Working Capital Drivers
Depreciation Schedule (SLM)
Loan Amortisation Schedule
Preparation of  Cash Flow Statements
Dividend, Bonus Shares

Interest Income Calculations
Cash Overdraft and Carry Forward Losses
Deferred Tax Liabilities and Minority Interest
Financial Statement Analysis:
Steps of Financial Statement Analysis
Financial Ratios
Profitability Ratios
Activity Ratios
Solvency Ratios
Cash Flow Ratios

Methods of Valuation:
DCF Valuation
WACC
Terminal Value
Sensitivity Analysis
Relative Valuation
Fundamental Multiples

Intended Participants

Candidates looking to make career as an Equity Research Analyst,
Working professionals to improve their job prospects in Equity Research field. Investors looking for intelligent means of Equity Research. MBA Finance, CFA, CA, Commerce Students.