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REGISTER FOR A FREE WEBINAR - CAREER OPPORTUNITIES IN FINANCE

EQUITY RESEARCH & FINANCIAL MODELLING MASTERCLASS

MASTER THE ART & SCIENCE OF VALUATION AND INVESTMENT DECISION MAKING!

EQUITY RESEARCH & FINANCIAL MODELLING MASTERCLASS

Instructors With 25+ Years Of Experience in Global Investment Banking & Research

Have personally trained 1,000+ Analysts

Participate From Your PC/Mobile With HD Video Live Streaming

Fully Interactive With Two-Way Live Communication

Access Recorded Classes For Easy Reference

Access To Instructor For 1 Month After Course Completion

REGISTER FOR A FREE WEBINAR - CAREER OPPORTUNITIES IN FINANCE

Equity Research & Financial Modelling Masterclass by MyAbhyaas Academy will provide you with the skills to master the art and science of investment decision making, analyzing fundamentals of a company and creating robust financial models and arriving at the appropriate valuation of companies – the most sought after skills in the financial world. However, financial forecasting – the most critical aspect of any financial model – requires the practitioners to understand business drivers and operating environment for a business. Objective evaluation of these drivers along with competitive dynamics is key to making rights calls on a company’s expected performance.

In this live online instructor-led classroom, we will explain a detailed practical approach to financial modelling & equity valuation through a unique blend of modules on financial concepts and real world know-how. This workshop is designed to encourage students to develop critical thinking abilities that will help them solve challenging problems in valuation and develop skills that will help prepare them for a career as a financial analyst in investment banks, private equities, and other financial institutions.

KEY LEARNING FROM THIS PROGRAM

1. Identifying key business drivers for an effective fundamental company analysis
2. Discussion on analytical frameworks and concepts through illustrative examples
3. Step-by-step financial modelling process guidelines
4. Preparing financial spreadsheet to conduct historical fundamental analysis
5. Projecting income statements with assumptions based on business drivers
6. Projecting balance sheet and cash flow statements based on business drivers
7. Valuing a company using DCF method
8. Valuing a company using multiples and comparable firms
9. Avoiding common mistakes in valuation

GET IN TOUCH TO KNOW MORE

Call Us: +91-90040-89006

COURSE BENEFITS

30+ TOPICS

To provide a detailed practical approach to company analysis, financial projections and valuation through a unique blend of modules on key concepts and real world know-how! Know Art & Science of investment decision making.

12+ CASE STUDIES

To help participants understand various drivers of value creation and run a fundamental and objective analysis on a company; Also designed to encourage students to develop critical thinking abilities in working with valuation decisions!

LEARNING TO APPLICATION

Apply all the learning from this program to develop Valuation Model and Investment Note on a selected company under the guidance of the Instructors; Do-It-Yourself so that you develop practical know-how!

1-MONTH FREE ACCESS

To the instructors – to help you clear doubts and refine your approach to analysis, forecasting and valuing companies and improve your equity market understanding!

MEET THE INSTRUCTORS

Ati has nearly 14 years of experience in investment research and business strategy. As Head of Investment Research (IR) at Aranca, a leading global research firm, Ati worked with scores of financial institutions. During his 11+ years’ stint at Aranca, Ati was instrumental in growing the IR team 8-fold and has represented Aranca in various print and digital media platforms. Ati is also working as consultant to various start-ups to help them refine their business plan and run financial feasibility of establishing and running a business.

Ati Ranjan founded MyAbhyaas in 2016 with an aim to arming students and professionals with practical know-how to make them competitive and employable. Ati is a firm believer in knowledge as the key enabler and is working on democratizing learning leveraging technology and the power of Internet.

During his stint in Aranca, Ati has personally trained 700+ analysts on core investment research capabilities, including identification of value drivers, financial projections, DCF and relative valuation, investment note storyboarding etc.

Ati is an MBA in Finance and holds B.A. Hons degree in Economics. Ati Is a certified trainer (Train The Trainer Certification) from Dale Carnegie, USA

COURSE CURRICULUM

DAY 01. INTRODUCTION TO EQUITY RESEARCH (2 HOURS)

What is equity research – roles and responsibilities of equity research analyst
A peak in the life of an equity research analyst
Equity market – basic structure and functioning
Equity research – lifecycle – initiating and maintaining coverage on a stock

ASSIGNMENT 01: Online Quiz

DAY 02. BASICS OF COMPANY ANALYSIS (2 HOURS)

Key documents to study – where to look for information and extract relevant information
Understanding financial statements – the key line items and the profitability metrics
Value creation – framework for analysis
Analysis framework – understanding the value drivers – the revenue & cost drivers

ASSIGNMENT 02: Online Quiz

DAY 03. INDUSTRY AND ENVIRONMENT ANALYSIS (2 HOURS)

Analysis framework – understanding the value drivers – the balance sheet drivers
Macroeconomic context – identifying the macroeconomic factors influencing a sector
Industry analysis – identifying the key performance indicators for a sector
Competitive dynamics – understanding competition and the key competitive factors

ASSIGNMENT 03: Submit a note on key business drivers and macroeconomic/ industry factors impacting a company’s performance

DAY 4-5: EXCEL FOR MODELLING (4 HOURS)

Excel’s Built-In Functions and Analysis Tools
Modelling Using Excel
Understanding components of financial models and creating structure/layout
Creating scenarios / sensitivity analysis tables

ASSIGNMENT 04: Online Simulation Activity

DAY 6 -7: HISTORICAL FINANCIAL ANALYSIS (4 HOURS)

Income statement – understanding historical revenue and cost performance
Balance sheet – understanding key levers; liquidity and capital structure analysis
Cash flows – understanding cash flow and working capital cycle
Key operational ratios and DuPont analysis, common size analysis

ASSIGNMENT 05: Submit financial performance analysis on selected company

DAY 8-9: FINANCIAL PROJECTIONS – INCOME STATEMENT (4 HOURS)

Understanding linkages of business drivers and financial performance
Financial projection process – explicit forecast period
Income statement drivers – revenue projections
Income statement drivers – cost projections, forecasting financial charges

ASSIGNMENT 06: Submit work-in-progress valuation model with projections on selected company

DAY 10: FINANCIAL PROJECTIONS – BALANCE SHEET (2 HOURS)

Balance sheet drivers – working capital cycle
Balance sheet drivers – capital investments, depreciation and fixed asset schedule
Balance sheet drivers – liquidity and debt schedule

ASSIGNMENT 07: Online Simulation Activity

DAY 11: FINANCIAL PROJECTIONS – CASH FLOWS (2 HOURS)

Cash flow – creating cash flows statements for forecast period
Linking financial statements and matching the balance sheet
Special situations – asset disposals, equity raising etc.

ASSIGNMENT 08: Online Simulation Activity

DAY 12-13: VALUATION METHODOLOGIES – DCF (4 HOURS)

DCF – Free cash flow calculation to the firm and the equity holders
DCF – WACC and Cost of Equity calculation
DCF – Understanding the terminal value; Estimating the terminal growth rate
DCF – Arriving at the intrinsic value of the company and value per share
Sensitivity and scenario analysis on key business and valuation drivers
Waterfall analysis on the intrinsic value of the stock
Finalizing DCF model – Key checklists to identify the errors and rectify them

ASSIGNMENT 09: Submit completed valuation model with DCF scenarios & sensitivity analysis on selected company

DAY 14-15: VALUATION METHODOLOGIES – RELATIVE VALUATION (4 HOURS)

Relative valuation – identifying comparable companies
Relative valuation – identifying the suitable valuation multiple to be used
Relative valuation – Applying the right multiple and calculating value per share
Relative valuation – Price Multiples
Relative valuation – Enterprise Value Multiples

ASSIGNMENT 10: Online Simulation Activity

DAY 16-17-18: INVESTMENT RECOMMENDATION NOTES (6 HOURS)

Structuring investment recommendation note – typical structure of equity research note
Storyboarding – a logical flow of investment arguments on the stock
Writing valuation section – structure and flow
Writing Investment Analysis Section
Writing Industry / Business Performance Outlook Section

ASSIGNMENT 11: Submit an investment note (4 page) on selected company 

DAY 19-20: EARNINGS/SPECIAL EVENTS UPDATES (4 HOURS)

Updating Financial Model For Earnings / Special Events Update
Structuring Earnings Note – typical structure and flow
Writing Special Situation – M&A / Divestments
Structuring investment analysis for a thematic note

ASSIGNMENT 12: Submit earnings note on a selected company

PARTICIPANTS' FEEDBACK

Rahul Dawar

"The Financial Modeling & Valuation course by MyAbhyaas helped me to get my dream job as sell side equity analyst with a leading brokerage. The Capstone Project where I worked on a real model under the guidance of a mentor really helped me a lot to understand nuances of real life analyst job.rah"

Equity Analyst, A leading Brokerage in Mumbai

2016-09-15T18:59:34+00:00

Equity Analyst, A leading Brokerage in Mumbai

"The Financial Modeling & Valuation course by MyAbhyaas helped me to get my dream job as sell side equity analyst with a leading brokerage. The Capstone Project where I worked on a real model under the guidance of a mentor really helped me a lot to understand nuances of real life analyst job.rah"

Meshal Hassen Alghaylan

It was a great experience working with Mr. Ati during ‘’Company Analysis, Financial Modelling & Valuation” Workshop. Personally, I have gained so much knowledge on a number of areas in Financial Modelling & Valuation. The materials provided was clear, straight forward and easy to grasp.

Always looking forward to work with Mr. Ati Ranjan in the future.

Research Analyst, Asset Management, Albilad Capital, Saudi Arabia

2016-12-29T13:14:23+00:00

Research Analyst, Asset Management, Albilad Capital, Saudi Arabia

It was a great experience working with Mr. Ati during ‘’Company Analysis, Financial Modelling & Valuation” Workshop. Personally, I have gained so much knowledge on a number of areas in Financial Modelling & Valuation. The materials provided was clear, straight forward and easy to grasp. Always looking forward to work with Mr. Ati Ranjan in the future.

Avinash Singh

“Thank you MyAbhyaas team to help me grow in my dream career of equity research analyst. While the study materials made financial concepts so easy to understand, on-demand guidance provided during the training honed my skills to deal with real world applications. Your training is well designed.”

Asst. Manager, A Leading Investment Research Firm in Mumbai, India

2016-09-15T18:58:31+00:00

Asst. Manager, A Leading Investment Research Firm in Mumbai, India

“Thank you MyAbhyaas team to help me grow in my dream career of equity research analyst. While the study materials made financial concepts so easy to understand, on-demand guidance provided during the training honed my skills to deal with real world applications. Your training is well designed.”

Ankita Burli

The Financial Modelling Masterclass by MyAbhyaas helped me immensely to gain knowledge about equity research and get hands-on experience in building financial models. What helped me most is building an actual financial model under the guidance of the instructor. This course will help me extensively in my job as Equity Analyst.

Management Trainee, A leading KPO in Mumbai

2017-02-11T20:37:49+00:00

Management Trainee, A leading KPO in Mumbai

The Financial Modelling Masterclass by MyAbhyaas helped me immensely to gain knowledge about equity research and get hands-on experience in building financial models. What helped me most is building an actual financial model under the guidance of the instructor. This course will help me extensively in my job as Equity Analyst.

Apoorva Patil

“The equity research workshop helped me immensely in my job. The easy to grasp concept videos and the Do-It-Yourself approach where we worked on a real model under the guidance of instructor really helped me a lot to understand nuances of real life analyst job.”

Analyst, A leading financial research firm in Mumbai

2016-09-15T19:00:11+00:00

Analyst, A leading financial research firm in Mumbai

“The equity research workshop helped me immensely in my job. The easy to grasp concept videos and the Do-It-Yourself approach where we worked on a real model under the guidance of instructor really helped me a lot to understand nuances of real life analyst job.”
 

Anubha Rustagi

"MyAbhyaas’ Certified Equity Research course has helped my team members immensely. After this training my analysts are well versed in creating end-to-end model and write much better investment note. Now I spend my time discussing investment ideas and not on explaining basic concepts."

ManagerInvestment Research, A leading research firm in Mumbai

2016-09-15T18:57:54+00:00

ManagerInvestment Research, A leading research firm in Mumbai

"MyAbhyaas’ Certified Equity Research course has helped my team members immensely. After this training my analysts are well versed in creating end-to-end model and write much better investment note. Now I spend my time discussing investment ideas and not on explaining basic concepts."

Ankita Burli

The Financial Modelling Masterclass by MyAbhyaas helped me immensely to gain knowledge about equity research and get hands-on experience in building financial models. What helped me most is building an actual financial model under the guidance of the instructor. This course will help me extensively in my job as Equity Analyst.

Management Trainee, A leading KPO in Mumbai

2017-02-11T20:37:49+00:00

Management Trainee, A leading KPO in Mumbai

The Financial Modelling Masterclass by MyAbhyaas helped me immensely to gain knowledge about equity research and get hands-on experience in building financial models. What helped me most is building an actual financial model under the guidance of the instructor. This course will help me extensively in my job as Equity Analyst.

Sushant Gaikwad

"The Equity Research Program by the MyAbhyaas is simply awesome. This course significantly improved our team’s ability to work on equity research assignments for global clients. I will recommend this course to anyone who is serious about making career in equity research."

AVP with a leading KPO in Mumbai

2016-09-15T18:56:42+00:00

AVP with a leading KPO in Mumbai

"The Equity Research Program by the MyAbhyaas is simply awesome. This course significantly improved our team’s ability to work on equity research assignments for global clients. I will recommend this course to anyone who is serious about making career in equity research."

Contact Us

Phone: +91-9004089006
Email: info@myabhyaas.com


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