Equity Research & Financial Modeling    (Pre-recorded)

Course Overview

The purpose of Financial Modelling is translating Business Strategy & Operations in realistic numbers considering the impact of Economic, Sectoral &  Competitive scenarios.  It requires knowledge of Accounting, Economics, Sector Knowledge, Analytics, Excel and Business strategy. Equity research helps you fetch detailed research & insights into an economy, sector, company which forms the basis of investment decisions. Financial modelling forms an integral part of Equity Research.

Equity research involves the analysis of the entirety of a company's financials by the performance of ratio analysis, forecasting financials, and exploring various scenarios that lead to a valid recommendation when it comes to stock investments. There are multiple aspects of Equity Research. Two of the major aspects that form the backbone of Equity Research are Financial Modelling and Company Valuation. Financial Modelling involves methodical formation of a logical structure to analyze data. It is critical to businesses, in order to keep a track of a company's finances. Equity Research firms, Private Equity and Venture Capital firms and Investment Banks rely on Financial Modelling. The hands on, live learning experience provided by this course will help you on your journey towards a successful career in Finance.

Module 1- Financial Modeling

  • Linear Models Optimization
  • Probabilistic & Regression Models
  • Evaluation Criteria: Net Present Value
  • Black Scholes pricing of security
  • Option pricing
  • Types of Financial Modelling
  • Addressing Uncertainty & Probability in Models
  • Simulation and Optimization
  • Modeling Decisions in Low Uncertainty Settings
  • Risk and Reward: Modeling High Uncertainty Settings








Module 2- Company Valuation

  • Introduction to Valuation
  • Approaches to Valuations
  • Asset Approach of Valuation
  • Enterprise Value (EV)
  • Introduction to Discounted Cash Flow (DCF) Method
  • DCF – Weighted Average Cost of Capital, Terminal Value 2
  • DCF – Capital Asset Pricing Model, Completing Weighted
  • DCF –Average Cost of Capital DCF– Arriving at Free Cash Flows for Valuation
  • EV / Sales, EV / EBITDA, EV / MW, PE, P/Sales & P/BV Multiple Valuation
  • DCF – PROs & CONs
  • Introduction to Multiples
  • Method of Valuation and its drivers
  • Creating Multiple Table & Sector Related Multiples
  • Sum of the Parts

Course Description:

  • Pre-recorded sessions (8 - 10 hrs.)
  • Guaranteed certificate provided after course completion
  • Self- Paced course

Company Name: Atticus Advisors LLP 

Address: 208, Srishti Plaza, Saki Vihar Road, Powai,Mumbai:400072 

Contact: +91 7506534035, +91 7980414481
Email: [email protected]

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