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Fundamental Analysis Course Agenda

The document outlines a comprehensive course on fundamental analysis, covering topics such as stock market strategies, financial modeling, and valuation methods. It includes modules on portfolio management, economic analysis, and company analysis, with practical case studies. The objective is to equip learners with the skills to analyze stocks, minimize risks, and maximize profits in the stock market.

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Professional Training Academy
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33 views14 pages

Fundamental Analysis Course Agenda

The document outlines a comprehensive course on fundamental analysis, covering topics such as stock market strategies, financial modeling, and valuation methods. It includes modules on portfolio management, economic analysis, and company analysis, with practical case studies. The objective is to equip learners with the skills to analyze stocks, minimize risks, and maximize profits in the stock market.

Uploaded by

Professional Training Academy
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Fundamental

Analysis
• Learn fundamental analysis model.
• Learn to avoid mistakes in the stock market.
• Learn to find good fundamental companies.
• Learn step-by-step quality stock finding
process.
Course
• Learn how to minimize the risk and maximize Learning
the profit in the stock market.
• Learn most precious financial parameters. Objective
• Learn how to find multibagger stocks.
• Learn to automate the whole process.
• Learn how to calculate the fair value of
the stocks.
• Conducting a detailed analysis using the EIC
framework with live examples and annual reports
• Analyzing a company’s financials, the key
revenue drivers for each industry, and arriving at
buy/sell/hold recommendations.
• Constructing a fully functional and efficient Course
Financial model, from scratch, for valuing a
company Highlights
• How to value a company using different
methods.
• How to write a Research report in practice and
present a Buy/Sell recommendation to investors.
• Overview of Financial Markets
• Types of Analysis & their
Application Module 1
• Concept of Investment Strategies Basic Concepts
• Growth Investing V/s Value Investing
• Concept of Business Cycle of Fundamental
• Fundamental V/s Technical Analysis
• Fundamental Analysis Process
Analysis
• Fundamental Terminologies
• What is Portfolio Management?
• Objectives of Portfolio
Management Module 2
• Portfolio Management Strategies
• Types of Portfolio Management
Portfolio
• Who Should Opt for Portfolio Management
Management?
• Ways of Portfolio Management Strategies
• Processes of Portfolio
Management
• Correlation of Events
• Economic Cycle & Asset Module 3
Correlation
• Economic Indicator Analysis Economic
• Sector Analysis
• Global & Domestic Events
Analysis
• Industry Analysis
• Basis of Economic Cycle
• Basic of Business Cycle
• Value Investment Filtrations Module 4
• Growth Investment Filtrations
Stock Selection
• Technical Analysis Filtrations
(Relative Strength & RRG Charts)
Process
• Ratios Filtrations
• Institutional Portfolio's
• Analyzing the business, Revenue
drivers,competitors, Management
team.
• Business Models & Future Growth
Module 5
Factors Company Analysis
• Risk Factors involving in Company
• Company Stage of Growth
• Business Cycles
• Annual Report Overview
• Understanding key sections
of an Annual report.
Module 6
• Profit & Loss Statement Financial
• Balance Sheet Statement Analysis
• Cash Flow Statement.
• Fund Flow Statement
– Profitability Ratios
(Profit Margins - Gross margin, EBITDA margin, Net Profit margin.)

– Return Ratios
Return on Equity (ROE), Return on Common Equity (ROCE), Return
on Total Capital (RTC) and Return on Assets (ROA).

– Liquidity Ratios
(Current ratio, Quick ratio and Cash ratio. ) Module 7
– Activity Ratios
(Account receivables turnover & Days of receivables, Inventory Ratio Analysis
turnover & Days of inventory, Account payables turnover & Days of pa
yables)

– Solvency Ratios
(Debt-to-Equity ratio, Interest coverage ratio and Financial leverage.)

– Valuation Ratios
(Price to Earnings (P/E) ratio, P/E re-rating and de-rating, PEG ratio,
EV/EBITDA, Price to Book Value (P/BV) ratio. )
• Concept: Definition and need for
Valuations.
• Valuation Methods:
Discounted Cash Flow (DCF) Valuation Method
ROI-Based Valuation Method
Module 8
Asset-Based Valuation Method Valuation Methods
Market Value Valuation Method
Book Value Valuation Method
Multiples of Earnings Valuation Method
Capitalization of Earnings Valuation Method
• Financial Modelling - Introduction
•
•
Financial Modelling for Equity Research
Data gathering for Financial Modelling
Module 9
• Historical Modelling Financial
• Forecasting P/L Items
• Forecasting B/S Items Forecasting
• Sensitivity and Scenario Analysis Models
• Outcome of a good Financial Model –
Appropriate Valuation
• Industry Analysis Case Study
• Economic Analysis Case Study Module 10
• Valuation Case Study
• Stock Selection Case Study
Live Case Study
• Financial Modelling Case Study
Thank You

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