Equity Research Analyst Course with NSE Certification
India’s most comprhensive equity research analyst course with NSE certification & Guranteed Interviews in Equity research firms
Equity Research Analyst Course with Placement Highlights
- Learn Equity research from scratch
- 12 Equity Research models
- Get Placed in 2 Months
- Life Time Access to Content
- Flexible Batches
Equity Research Certification with Mentormecareers
Real-world case studies mock interviews led by experts are some of the ways we promote practical learning in our institution. To ensure that this happens, we back our learners up until they get jobs in finance sector through provision of necessary placement support services.
Comprehensive Curriculum: The course which has been curated by us aims for your eventual success in the industry and placements
we are the only institute in India, which does not over promise and under-deliver. We underpromise and over deliver the real outcomes after a course in bangalore.Average Package 4.5 LPA We only select jobs that meet the minimum standard of packages above or equal to 4.5 LPA
- Expert Faculty- Train with Ex investment bankers
- Real-life case studies
- 100% Placement Support
- Comprehensive Content Coverage
200 Hrs Program
Avg CTC.5 Lpa*
12 Sector Models
Equity Research Placements
Equity Research Analysis Course Fees
Equity Research Course with Placement
Features
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200 Hrs online training
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Guranteed interviews
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12 Specialisations
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Life Time Portal Validity
Equity Research Live Classes Online
Features
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200 Hrs online training
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Guranteed interviews
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3 Specialisations
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Life Time Portal Validity
Equity Research Placements Support
Features
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200 Hrs online training
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Guranteed interviews
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3 Specialisations
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Life Time Portal Validity
Self Paced
Learning
Features
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200 Hrs online training
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Guranteed interviews
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3 Specialisations
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Life Time Portal Validity
Relevant Career Opportunties
Equity Research Certification
Joint Equity Research Certification Program from BSE Institute & Mentormecareers
Mentormcareer's equity research course comes with a built in association with Bombay stock exchange institute's Checkmy skills for providing valid certification for students.
Equity Research Training Syllabus
Our Excel workshop empowers participants with the knowledge needed for finance analyst roles in consulting, equity research or investment banking. The training starts from basic to advanced levels of excel skills so that every possible area is covered.
Key Learning Areas:
• Efficient navigation of excel using keyboard shortcuts
• Advanced techniques for sorting and filtering data
• Better management of data by freezing panes
• Making your presentation more impactful through conditional formatting
• Financial modeling linkages and formula creation
• SUM, PRODUCT, DIVISION, CONCATENATE are essential functions
• VLOOKUP, HLOOKUP and MATCH are functions used to lookup data
• You can combine functions to solve complex problems: VLOOKUP + MATCH; INDEX + MATCH; VLOOKUP + IF.
CAGR IRR EMI are examples of financial calculations.
Table usage and pivot table utilization will also be taught during this session.
Logical/reference functions such as IF SUMIF COUNTIF SUMIFS SUMPRODUCT should not miss out too!
So if you want a strong foundation in Excel or become an expert at it which is crucial for building efficient financial/business models then join us!
Curriculum of Advanced Excel Workshop
Our workshop takes you to the next level after mastering basic skills, focusing on complex formulas and advanced data analysis techniques in Excel. The emphasis is placed on using Excel for fast data analysis and presentation.
Advanced Formulas and Analysis:
Combining multiple functions (VLOOKUP + MATCH, INDEX + MATCH, VLOOKUP + IF)
Applying the OFFSET function
Techniques for Sensitivity Analysis
Application of Scenario Manager
Management of iterative calculations
Statistical Analysis (Correlation, Regression, Variance)
Summarizing data with INDIRECT function
Charting and Visualization:
Making appropriate charts (bar, pie etc.)
Using dynamic charts and Name Manager
Advanced chart types (Waterfall, Thermometer)
Charts with Sensitivity analysis
Charts with Form Controls that are interactive
Practical Application:
Building dashboards using advanced formulas, conditional formatting and charting techniques
PowerPoint Training: Creating impactful slides through data representation including effective charting as well as visual appeal.
Key Learning Outcomes:
Efficiently analyzing data with advanced excel functions
Professional charting & Data Visualization
Creation of comprehensive dashboards
Effective PowerPoint presentations fit for corporate standards.
This workshop equips you with practical skills needed for a finance analyst role where complex data analysis becomes simple yet impactful when presented.
No one can become a financial analyst without knowing accounting and financial statement analysis required for investment finance field for analysing the financial performance. The investment banking course offered by Mentor Me will teach you financial accounting , analysis, various line items from the basics.
Introduction to Fundamental Analysis Framework– Annual report reading, Con Call reports, Quarterly reports, statement of change in equity, Supplementary information
Financial statement linkages and creating financial statement in excel
Income statement– Revenue recognition principles, Expense recognition principles, Diluted EPS, EPS, LIFO, FIFIO,AVCO
Balance Sheet– Format of balance sheet, current assets, current liabilities, Fixed assets, Non current liabilities
Cash flow statement– Format of cash flow statement, Direct method , Indirect method, FCFF, FCFEE
Ratio analysis– Solvency Ratios, Profitability ratios, Activity Ratios.
Ratio Analysis Case Study- Analyse persistent systems annual report
How to Read an annual Report step by step
Franchisee Business Model Valuation- NPV , IRR, Sensitivity analysis
Minority Interest, Impairment, Good will analysis
Once the finance fundamentals are set now its time to dig into creating financial models in practice. We will start applying all the concepts learnt into practical real life financial decision making. Check a project finance class here.
Start-Up Model Travel agency Business
You will learn how to think of the template of the business model. How a three statement financial model is made . Also you will learn how small business assumptions can make the decision making difficult
Manufacturing Plant Business Modeling
In this financial model you will learn how funding complications affect the model. Interest capitalisation, Construction phasing , Soft cost and hard cost of projects will be taught in this section
Tax Modeling
Tax is an important part of investment decision making calculation. Taxation is much more complicated than calculating 30% of the PBT. Here you will learn tax loss carry forwards, Carry forward loss set off, Minimum alternate tax, MAT Credits, MAT Set off,Deffered tax liability & Deffered Tax Asset. All of this practically using excel
Manufacturing Plant Set Up Model
This is a real model of the industry made from scratch using real world assumptions and calculations. You will learn what it means to work in a industry level financial model from zero. All the complications thrown into one project finance case. You also learn how to create deb schedule with various interest rate calculations.
Trading Comps Valuation Technique
Investment bankers and finance professionals widely use the trading comps valuation method, which compares a company with other similar companies to find its market value. In this course you will learn:
Building Trading Comps: From choosing peers to analyzing final output.
Understanding Multiples: How they are compared and used, the reasons for their differences, and how to deal with them.
Detailed Analysis:
Constructing analyses (enterprise value, latest twelve months, cleaning financials, calculating multiples)
Convertible securities impact, leases, R&D expenses
Different multiples in same sector and why they vary
IPO valuation multiples
Regression analysis on multiples
Industry relevant multiple
High growth vs low multiple scenarios
Differences among industry multiples and their drivers
Peer selection when there are no similar listed companies available
By taking this comprehensive approach you will be able to use trading comps effectively for accurate company valuation.
Investment bankers use the precedent transaction method or deal comps as a vital valuation technique to supplement trading comps and DCF valuation. To find out what a deal is worth, this method looks at past deals that have been done under similar circumstances.
Key Points:
Building Transaction Comps: Involves calculating transaction multiples, cleaning up financials, benchmarking multiples among others.
Comparative Study: The distinction between transaction and trading comps.
Controlling Premium: Its effect on multiples and how to measure it.
Right Situations: When to apply transaction comp multiples for accurate valuation.
Market behavior is better understood through this approach which also assists in valuing firms based on historical transactions data.
Check out our demo class of financial modeling valuation .
This is the final section before the specialization kicks in. In this section we will take a publicly listed company from NSE stock exchange and create a DCF Valuation Model and Relative /Comparable analysis financial model. This is one of the other applications of financial modeling in decision making. This model is specifically useful for people who want to pursue to join equity research and Investment banking
Valuation Basics- DCF, Gordon growth, WACC, Cost of equity , Levered, Un levered Beta, Terminal Value
Creating a model template
Data collection and data feeding in financial model
Revenue Driver- breaking the business into Price and quantity metrics, so that you can forecast those metrics
Cost Driver
Debt Schedule , Asset schedule Forecast
Free Cash flow calculation
Valuation Calculation
Sensitivity Analysis
Report Writing
Check out our demo class of financial modeling valuation .
This is the final section before the specialization kicks in. In this section we will take a publicly listed company from NSE stock exchange and create a DCF Valuation Model and Relative /Comparable analysis financial model. This is one of the other applications of financial modeling in decision making. This model is specifically useful for people who want to pursue to join equity research and Investment banking
Valuation Basics- DCF, Gordon growth, WACC, Cost of equity , Levered, Un levered Beta, Terminal Value
Creating a model template
Data collection and data feeding in financial model
Revenue Driver- breaking the business into Price and quantity metrics, so that you can forecast those metrics
Cost Driver
Debt Schedule , Asset schedule Forecast
Free Cash flow calculation
Valuation Calculation
Sensitivity Analysis
Report Writing
This is our major success metric at Mentor Me, your placement. With over a decade of experience in this field, we have developed resources and process which will make you polished for the interview and job in investment banking and research. This module will include
Employability quizzes for each skill tested in the interview
Case studies practice for interview
Written test question bank
Mock Interviews- Face to face
Stress Interviews
CV Edits and recommendation
Soft Questions practice for HR Rounds
More and more finance Jobs require candidates to know the basics of python. In the Financial modeling course with placement in the weekday program we cover
- Python basics
- Data Sets
- Data visualisation using matplotlib and seaborn
- Linear and logistic Regression machine learning models using python.
Case study for finance on python.
Module 1: Power BI Set up
Learn the basic set up requirements of Microsoft Power BI & Overview of the major functionalities.
Module 2: EDA Using Power BI
Learn how to use the easy to use power BI Functionalities, to explore the data. Before beginning any analysis further
Module 3: Data Visualization with Reports Learn how to create beautiful charts and data presentation using Power BI
Module 4: Dashboards using Power BI
Learn how to create powerful interactive dashboards to summarize the data analysis in Power B
- Sql introduction
- SqL Operators
- Data tables in SQL
- Major Sql functions
- SQL Data base
- 4 Technical Mocks
- Interview cases role wise
- Face to face advice questions in finance
- General Market Questions
- Practice Questions
- Vocabulary Training
- Role Play
- Non Verbal Communication
- Difficult HR Questions
Equity Research Analyst Related Videos
Equity Research falls under the umbrella of Investment banking services. So, an investment bank offers multiple services like
Sell Side Equity Research
- Fund Raising
- Underwriting
- Debt Syndication
- Institutitional Broking
- Institutional Equity Research
Similarly, Equity research also takes place in the buy side, which is basically the fund side. Examples include, Mutual fund analyst, Hedge fund analyst, Portfolio Management services. In Both the cases, the skill remains the same, which is financial modeling.
Read More on Equity Research Interview Questions.
Sample Equity Research Report & Financial Models
Expert Faculties
Nikhil Jain, CFA
Expertise: Credit Analysis, Financial Statement Analysis, Risk Management
Best Recruiters for Equity Research Analyst Course in India
Career Opportunties
Synopsis: As an equity research financial analyst, you will evaluate financial statements, perform cash flow analysis, and conduct balance sheet assessments. This often requires creating financial models to forecast a company’s future earnings and contributing to investment decisions as well as portfolio management.
Key Skills: Financial analysis, balance sheet evaluation, cash flow statement analysis, quantitative analysis, decision-making.
Career Path: Junior analyst –> senior financial analyst — >portfolio manager/investment strategist
Overview: Equity research analysts prepare detailed reports about stocks (equities), which involve evaluating equity value; writing press releases on the findings from their research into different industries; monitoring trends within those sectors over time among other things such as tracking how companies perform against market conditions then providing recommendations based upon this assessment to institutional investors.
Key Skills: Equity valuation, report writing, company analysis, financial modeling industry analysis
Career Path: Associate → Lead Equity Analyst → Head of Research/Chief Investment Officer
Summary: In asset management professionals create investment portfolios by reviewing current investments considering market conditions while carrying out asset allocation. They collaborate closely with equity researchers who help them make informed choices on what assets to buy or sell at any given point in time and when it is best appropriate for the portfolio overall performance through adjustments.
Key Skills: Asset management; Portfolio management; Capital markets; Financial planning; Real-time market analysis
- Career path: Asset Management Associate -> Portfolio Manager -> Director of Asset Management
Synopsis: Investment analysts deeply investigate various types of securities like stocks bonds mutual funds etc., using both qualitative methods such as reading business news articles related these investments along with quantitative ones including ratio calculations financial forecasts among other things so that they can find out their risk and return prospects.
Key Skills: Investment analysis; Quantitative analysis; Financial forecasting; Risk assessment; Ratio analysis.
Career Path: Investment Analyst –> Senior Investment Analyst –> Director of Investments/Head of Research
Summary: Professionals in corporate finance are responsible for the long term and short-term financial planning of a company. This includes maximizing shareholder value through strategic implementation plans using different approaches like capital raising, mergers, acquisitions as well as financial risk management among others that may be necessary depending on prevailing conditions or needs at any given time.
Key Skills: Corporate finance; Financial planning; Capital markets; Mergers and acquisitions;
Career Path: Corporate Finance Analyst -> Senior Analyst/Finance Manager -> Director of Corporate Finance/CFO
- Overview: Also known as “quants,” quantitative analysts use mathematical models to analyze securities and financial markets. They create complex models for trading systems, risk management strategies, investment portfolios among other things that require data science skills such as statistics algorithms etc., being developed implemented with them underpinning decisions taken during these processes while considering various factors so far discovered through statistical analyses or other means about how best achieve accurate forecasts related this particular area.
- Career Path: Make a career as a quantitative research assistant, become a quantitative analyst and later be promoted to either senior quant or head of quantitative research.
Overview: These professionals appraise and invest in privately owned enterprises. They undertake financial modeling, due diligence, and deal structuring. Moreover, they work hand-in-hand with portfolio companies towards value creation.
• Key Skills: Financial Modeling, Investment Strategies, Due Diligence, Portfolio Management, Private equity.
• Career Path: Begin your journey as an associate within private equity space then grow up to partner level or managing director at some point in time while still working for this kind of firm.
These paths offer many opportunities into equity research which necessitates different skills and knowledge base. Therefore you can progress through diverse roles matching your career goals using financial analysis competency combined with quantitative techniques as well as industry awareness.
FAQ's
The choice of a good course to become an equity research analyst depends on your career objectives and the abilities which you want to acquire. Normally, the highest-ranking courses concentrate on capital structure modelling, methods of valuation as well as sector analysis. Among those recommended highly are such programs as CFA (Chartered Financial Analyst) certification, specialized Equity Research Analyst Certification or Financial Modeling and Valuation Analyst (FMVA) certification. These types of classes teach things like advanced excel skills required for equity researching jobs; financial statement analysis knowledge necessary in this field; how to value equities among others.
Even though the CFA (Chartered Financial Analyst) designation is not compulsory for equity research analysts, it is widely respected in this field. The program teaches students about investment management, financial analysis and ethics – all of which are key to succeeding as an equity research analyst. Most employers would rather hire those who have completed at least one level of the CFA exams or are currently pursuing their charter because it indicates that they are dedicated to this career and possess extensive knowledge in finance.
Yes. We are provide equity research placements across all the metro courses. and Mentormecareers is the highest rated equity research analyst course in Mumbai also.
In my opinion the most relevant best equity research courses suggested for placements should include a combination of;
- Skills like financial modeling
- And good qualifications like CFA, CA inter, MBA tier 1 or 2
Yes, it is possible for equity research to be a lucrative career option when you have gained experience and moved up in rank. Base salary, bonuses and sometimes stock options make up the bulk of this compensation package which can prove very profitable. Some entry level positions may start at about $60,000-$90,000 per year but as one progresses into more senior roles their income could increase exponentially. Senior analysts working for top firms or those with prestigious titles could potentially bring home anywhere from $150,000-$300,000 annually; especially if they receive performance incentives or large bonuses.
Equity research analysts who have obtained a CFA (Chartered Financial Analyst) credential often earn higher salaries due to their specialized knowledge and skills acquired through the program. In the first few years on average an individual holding this certification might expect to make between 80k – 120k per annum while working as an equities analyst. With time these numbers could rise significantly depending upon location or firm size etc., so it would not be unusual for someone with several years under their belt to pull down somewhere around 150k-250k+ annually; again depending on where they work among other factors that determine ones earning potential within any given organization.
At CRISIL which is among world top analytics companies there are various levels within the role itself along with differing amounts paid out based upon experience etc… Thusly saying what exactly each person earns here becomes difficult but still we can give some rough ideas regarding this matter too! According to my knowledge: For entry-level positions one would typically receive ₹6-₹10 LPA while more seasoned professionals occupying leadership slots should expect nothing less than ₹15-₹25 LPA (or even higher). Besides these monetary incentives CRISIL offers competitive salaries together with other benefits such as bonuses, health insurance and opportunities for professional growth.
Yes, equity research can be an extremely demanding job that often takes its toll on employees’ mental and physical wellbeing. There are several reasons why this is so: firstly analysts must work under tight deadlines; secondly they are required to produce comprehensive reports; thirdly they should keep themselves updated about market trends as well economic indicators which means always being on top of things! Moreover accuracy counts too – especially when it comes to providing timely recommendations during earnings seasons or major economic happenings etc… And finally hours worked tend to be long – sometimes starting early in morning continuing till late evening because global markets never sleep!
Yes, one can become an equities analyst after having completed their B Com degree. However, while doing this course would equip them with necessary skills needed for success in fields related mainly to finance & accounting but still additional qualifications might be required e.g., CFA or some other specialized program focusing exclusively upon equity research. It is also important gain practical experience through internships or entry level jobs within investment/finance world as this will help develop ones analytical abilities plus proficiency financial modelling … Additionally understanding how different markets operate would greatly enhance chances securing employment within organization where such knowledge really counts!
Yes! A Chartered Accountant (CA) can definitely get into equity research because they have strong foundations in accounting as well as knowledge about finances and regulations.
CAs are often good at understanding financial statements, doing thorough audits and accurate valuations. For a CA to move into equity research, they may need exposure in financial modeling and market analysis, which can be complemented with CFA certification or equity research specific training.
To become an equity research analyst in India, follow these steps:
Educational Qualifications: Get a bachelor’s degree in finance, economics, accounting or related fields. MBA with specialization in finance is also highly recognized.
Certifications: You can look at certifications like CFA (Chartered Financial Analyst) or any specific equity research certification to give your profile an edge.
Skills Development: Concentrate on building strong analytical skills, financial modeling and being proficient with tools like Excel and Bloomberg.
Internships: Gain hands-on experience by interning with investment banks, financial institutions or equity research firms.
Networking: Attend seminars, join finance forums and connect with professionals on LinkedIn to build a professional network within the finance industry.
Apply for Positions: Start applying for entry-level roles such as junior equity research analyst or associate analyst in reputed firms.
Continuous Learning: Stay updated with latest market trends, industry news and keep enhancing your analysis & reporting skills.
Equity research can be hard to get into due its competitive nature. Typically employers look for candidates who have strong educational background along with relevant certifications (like CFA) and practical experience. Analytical skills, financial knowledge and ability work under pressure are some of the key requirements of this job role. However; with right qualifications, experience coupled with proactive approach towards learning & networking one can break into equity research easily. Doing internships during college years while continuously improving ones skill set through networking events etc significantly increases the likelihoods of getting selected for an interview at least if not hired right away.
