Equity Research/Security Analysis Workshop in Mumbai

Equity Research/Security Analysis Workshop in Mumbai

 

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    INR 10500
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    INR 14000
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About The Event

Equity Research/Security Analysis Workshop

“Workshop is a great way for Equity Research
Aspirants to get to learn the process of Equity
Research”

Who Should attend:

  • Investment Bankers
  • Treasury Operators
  • Equity Analyst
  • Derivatives Analysts
  • Bond Dealers
  • Financial Consultants
  • Portfolio Managers
  • Students
  • Finance Professionals
  • Investors


Key Features of the course

  • Trainers having 3-4 years of experience in Equity Research
  • Step by step exposure to basic and advanced concepts
  • Assignment based approach that provokes financial thinking
  • Case studies emphasis - the implementation of fundamentals learnt
  • Focus on MS Excel stresses the representation of the case facts
  • Hands on experience in conducting end-to-end Equity Research
  • Each participant gets a mentor/ coach throughout the sessions
  • Multiple Industry Discussion
  • Placement assistance at the end of the Workshop

Note: Equity Research Workshop only on Every "Wednesday and Friday (7pm to 10pm)"  From "  4th May to 17th June".

Workshop Director: Harshad Deshpande
Harshad is Founder & CEO of the Consci Consultancy Private Limited.
He has more than 4 years of experience in Equity Research. Previously, he has
held roles in First Global Securities, Religare Securities and Ambit Capital as an
Equity Research Analyst for the IT Sector. He has also worked on a couple of
Investment Banking and IPO deals while working with these firms. He is B.E.
Computers from Govt. College of Engineering, Pune and MMS Finance from
N.L. Dalmia Institute of Management Studies and Research. His current
responsibilities at Consci include business development for the Consultancy
and Investment Advisory business and developing & delivering modules for
the Training business.

Intension
To learn, implement and practice the fundamental principles of Equity
Research

Outcomes
By the end of the course the participant will be Skilled in:
• Handling Microsoft Excel efficiently & Effectively
• Industry Analysis
• Economic Factor Analysis
• Company Analysis
• Advanced Financial Statement Analysis
• Building financial models (revenue models, cost models, etc.)
• Projecting the Financial of the company
• Factoring in Rationale Assumptions
• Learning & Implementing Various Valuation Techniques
• Building rational investment thesis
• Report writing
• Client Interaction

Session Outline (ALL WEDNESDAYs & FRIDAYs)
Session Topic
Session 1: Overview of Equity Research
Session 2: Economic, Industry & Company Analysis
Session 3: Mastering Excel 1
Session 4: Mastering Excel 2
Session 5: Adv. Financial Statement Analysis 1
Session 6: Adv. Financial Statement Analysis 2
Session 7: Projecting Financials 1
Session 8: Projecting Financials 2
Session 9: Valuation-1 Basics
Session 10: Valuation-2 Discounted Cash Flow
Session 11: Bonus Session 1
Session 12: Bonus Session 2
Session 13: Valuation-3 Relative Valuation & Special Cases
Session 14: Report Writing & Client Interaction


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