Fundamental Analysis Course
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Course Duration & Fees
Batch Schedule
Is This Course a Fit for You?
This course is designed for students, chartered accountants, entrepreneurs, day traders, investors, stock brokers, relationship managers, consultants, and more.
Is an Examination Part of the Course?
At the end of the training, participants have the option to take the NISM Series VIII Exam. This certification serves as a recognized knowledge benchmark for those aiming to work with banks, corporate firms, or brokerage houses.
Investing Insights
The fundamental analysis assesses the health and performance of a company by examining key financial metrics and economic indicators. Its main goal is to identify fundamentally strong companies or industries and fundamentally weak companies or industries. Investors go long on strong companies (buying shares expecting their value to rise) and go short on weak companies (selling shares expected to decline, planning to repurchase at a lower price).
This approach is considered the opposite of technical analysis, which predicts price movements by analyzing historical market data, such as price and trading volume.
Covering 31+ Topics + 50+ Case Studies
Introduction to Fundamental Analysis
Fundamental analysis uses actual, publicly available data to determine the intrinsic value of a security. While it is most commonly applied to stocks, this approach can be used to value almost any type of security.
Here’s what you will learn
1) An Introduction
1.1 What is Fundamental Analysis?
1.2 Why is Fundamental Analysis Important for Investing?
1.3 Efficient Market Hypothesis (EMH)
1.4 Criticisms of EMH
1.5 So, Does Fundamental Analysis Really Work?
1.6 Steps Involved in Fundamental Analysis
2) Brushing Up the Basics
2.1 Understanding the Concept of “Time Value of Money”
2.2 Interest Rates and Discount Factors
2.3 Opportunity Cost
2.4 Risk-Free Rate
2.5 Equity Risk Premium
2.6 Beta and Its Significance
2.7 Risk-Adjusted Return (Sharpe Ratio)
3) Understanding Financial Markets
3.1 Sources of Financial Statements
3.2 The Director’s Report
3.3 The Auditor’s Report
3.4 Overview of Financial Statements
3.5 Balance Sheet Analysis
3.6 Income Statement Analysis
3.7 Schedules and Notes to Accounts
3.8 Cash Flow Statement Analysis
3.9 Financial Statement Analysis & Forensic Accounting
3.10 Comparative and Common-Size Financial Statements
3.11 Key Financial Ratios
3.12 DuPont Analysis
3.13 Cash Conversion Cycle
3.14 The Satyam Case and the Importance of Forensic Accounting
4) Valuation Methodologies
4.1 Top-Down Valuation (EIC Analysis)
4.2 Economic Analysis
4.3 Industry Analysis
4.4 Company Analysis