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FM for Equity Researcher Plans

  • Unlimited Download Access
  • Doubt Solving By Experts
  • Certificate of Excellence
  • 75+ Video Tutorials
  • Excel Workbooks
  • Case Study Approach
  • Study Notes
  • More



Equity Research is an integral part of research operations at any brokerage firm, investment bank, private equity, financial KPO or corporate involved in M&A and other such activities. Profound knowledge of the concepts involved in conducting objective equity research can boost your career options after MBA/CFA® and can be instrumental in a move from non-finance/operations role to a research centric profile


One of the basic traits for equity researcher is his proficiency in building Financial Models. The art of Financial Modeling can simplify the tasks of an equity researcher by many folds. Financial Modeling enables an analyst in examining an organization's financial projections, competitor's projections and other dynamics to determine whether it is a smart or a risky investment.


In this course "Financial Modeling for Equity Researcher", you will learn:

  • Synchronized training on Excel for Financial Analysis
  • Get acquainted with different sources of relevant information for company analysis
  • Tips to boost your career in equity research
  • Basic and advanced equity research techniques
  • Knowledge on how to use various important formulas and ratios in financial analysis
  • How to read and analyze annual reports
  • How to forecast growth drivers
  • How to build DCF Valuation model from scratch
  • How to do relative valuation using important parameters
  • How to do business and industry research using the web
  • How to calculate beta and WACC

Sample Preview of our material

FM for Equity Researcher Plans FM for Equity Researcher Plans


This course is aimed at entry level professionals in the Equity Research Field. It will enable MBAs, CAs, and newly appointed KPO Analysts to gain specific skill sets to enable success in job interviews and their career.


"Financial Modeling for Equity Researcher" course is an upgraded extension of "Economics for Equity Researcher". As compared to previous Financial Modeling courses, this course is more comprehensive, rather unique. Here we will learn Financial Modeling for Equity Researcher with the help of Case study on a Real Life company: Chevron. Build a simple, robust & integrated Financial Model in Microsoft Excel from scratch Perform in-depth DCF and Comparable Valuation Understand oil and gas business using Chevron's business statistics


The participants are expected to have the basic understanding of the following topics:

  • Familiarity with Excel Environment, functions and tools
  • Exposure to basic financial modeling
  • Understanding of the Accounting concepts such as:
  • Financial Statements - P&L Statement, Balance sheet, and Cash Flow Statement
  • Projecting Financial Statements in future
  • Basic Knowledge of Valuation, Project Finance, Returns concepts


Basics of Excel
Introduction & Company Overview
Assumptions in Energy Company's Modeling
Capex and DDA
Exploration and Production
Refining & Marketing of Chevron
Financial Statements of Chevron
WACC and PE Analysis
Relative Valuation and M&A Analysis


Doubt Solving By Experts

Write to us and get your doubts solved by our experts within 2 business days. You can also initiate a discussion by posting it on active forums.

Unlimited Download Access

Download the whole material anytime during your 1 year subscription and use it for any future reference.

Excel Workbooks

Create models following a step-by-step approach devised by professionals. These workbooks have been specially designed to ensure you incorporate best industry practices of financial modeling.

Certificate of Excellence

A reference to get ahead in your career. At the end of the course, you will receive a Certificate of Participation. You can also earn the Certificate of Excellence upon completing our course assignment (Please get in touch with our sales representative for more details).

Study Plans
Every Need
proUSD197 classroomUSD999 basicUSD999


EduPristine really cares about its customers and made sure that I was satisfied with the service. The training was informative and professional yet comfortable and fun. With a little improvement on the communication, I believe EduPristine will be one of the best financial training service providers.

Edupristine provides a timely and effective training for emerging finance professionals in investment analysis and business analysis. The course is enriching and relevant for career growth and development for any finance professional.


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Global Association of Risk Professionals, Inc. (GARP®) does not endorse, promote, review or warrant the accuracy of the products or services offered by EduPristine for FRM® related information, nor does it endorse any pass rates claimed by the provider. Further, GARP® is not responsible for any fees or costs paid by the user to EduPristine nor is GARP® responsible for any fees or costs of any person or entity providing any services to EduPristine Study Program. FRM®, GARP® and Global Association of Risk Professionals®, are trademarks owned by the Global Association of Risk Professionals, Inc

CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by EduPristine. CFA Institute, CFA®, Claritas® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

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