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CFA Coaching & Job Placements
DECEMBER 2017 - CFA Level I Exam
JUNE 2018 - CFA Level I, II, III Exam
Financial Modeling & Equity Research


Call: INDIA: +91 7387718886 / +91 7387084886
Call: USA | CANADA: +1-312-622-1438
E-mail: classes@profitshastra.com

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Equity Research & Financial Modeling

  • Course duration: 3 Months (12 weeks), Intensive 100 hours
  • Weekday Batch Timing:
    7:00 PM IST - 9:00 PM IST; Tuesday - Friday (4 classes per week of 2 hours each)
  • Weekend Batch Timing:
    Option I: 8:00 AM IST - 12:00 Noon; Saturday & Sunday (2 classes per weekend, 4 hours each)
    Option II: 2:00 PM IST - 6:00 PM; Saturday & Sunday (2 classes per weekend, 4 hours each)
  • Course is divided into four modules covering Basic & Advanced Excel, Company & Industry Analysis, Equity Research & Financial Modeling and Equity Analyst Career Planning
  • Course will retain Profit Shastra philosophy of rigorous home assignments, emphasis on practical application, oral and practical exam. As is our practice, instructor will be available after class hours.
  • Students will work on live projects from the industry.
  • Successful candidates will receive help in gaining a global platform as Research Analyst.

Module 1 : Basic and Advanced Excel

  • Excel Essentials
  • Introduction to key board accelerators
  • Manipulating and formatting rows/columns, boarder sheets
  • Data Validation
  • Hyperlinking
  • Conditional Formatting
  • Paste Special
  • Freezing & Unfreezing Panes
  • Text to Columns
  • Inserting, Viewing & Editing Comments
  • Removing Duplicates
  • Using VLOOKUP & HLOOKUP
  • Using SUMIF, COUNTIF,AND AVERAGEIF
  • Using the TRANSPOSE and SUMPRODUCT function
  • Working with dates - DATEDIF, YEAR, YEARFRACE & MONTH
  • Pivot table
  • Sensitivity analysis with Data tables
  • Charting commonly used
  • Index, Search, Choose, offset
  • EMI calculator

Module 2: Equity Research - Analyzing Company & Industry

  • Develop sense to understand company’s business model including industry analysis
  • Using Top-down, Bottom-up and Statistical frameworks for Sales forecasting
  • Financial Statement Analysis
  • Restating financials for valuation and analysis
  • Detailed understanding of country wise filings (US, Canada, Japan, Taiwan, China, Hong Kong and India)
  • Build detail business model

Module 3: Financial Modeling & Valuation

  • Understand & use best practices in financial model building
  • Build spreadsheet using best excel practices
  • Interconnect full financial model
  • Understand & develop forecasting basis for each financial line item
  • Advanced Schedules - DRS (debt repayment schedule), FAM (fixed assets module) and dividend repayment schedule
  • In depth understanding of Valuation Fundamentals
  • Implementation of Discounted Cash Flow (DCF) models including Dividend Discount Model (DDM), Free Cash Flow to the Firm (FCFF) and Free Cash Flow to Equity (FCFE) models
  • In-depth analysis of risk and cost of equity using Beta and cost of capital using Weighted Average Cost of Capital (WACC)
  • Enterprise Value (EV)
  • Relative Valuation using price multiples P/E, P/CF. P/S, EV/EBITDA, P/B
  • Research report writing

Module 4: Equity Analyst Career Planning & Interview Preparation

  • Job Description of an Equity Analyst
  • Job Expectations
  • Frequently asked interview questions & their best answers
  • Mock interviews recording and feedback
  • Resume buildng and placement assistance
  • Company specific selection mock interviews


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For More details Please call us at +91 7387718886 or email us at classes@profitshastra.com

NEWS & EVENTS

October 2016
We are very proud of Rushikesh Bhise as he starts his Equity Research Analyst journey at ReVal Analytics. Rushikesh joined Profit Shastra for CFA Level I training after he graudated with his BCom degree. He passed his CFA Level I exam in the first attempt in June 2016 and received the job offer of Equity Research Analyst from Reval Analytics. We are so proud of Rushikesh and wish him all the success and happiness in his future investment banking career.


September 2016
Congratulations to Litesh Pajuha on his selection as Mergers & Acquisitions (M&A) Analyst at Rungta Advisors. Litesh joined Profit Shastra studies when he was in the final year of his BCom program. He studies for Level I for 10 months and cleared his CFA Level I exam along with BCom graduation. He than went on to pass his CFA Level II and CFA Level III exam in the first attempt as well while studying at Profit Shastra. We are all very proud of Litesh Pahuja and wish him all the success and luck.


May 2016
Congratulations to Abhishek Bapat on his selection as Mergers & Acquisitions (M&A) Analyst at Rungta Advisors. Abhishek is a CFA Level II Exam candidate at Profit Shastra.


April 2016
Congratulations to Nevil Pardiwala on his selection as Mergers & Acquisitions (M&A) Associate at Intellecap. Nevil is a CFA Level II Exam candidate at Profit Shastra.


March 2016
Congratulations to Sunil Joshi on his selection as Business Analyst at Hexagon. Sunil attended CFA Level I Exam training at Profit Shastra and passed the exam with flying colours.


December 2015
We would like to congratulate Kirti Basantani on her job selection with Credit Suissed First Boston (CSFB). Kirti has received one of the highest job offers till date at Profit Shastra. Kirti studied for CFA Level I Exam Coaching at Profit Shastra and cleared here CFA Level I Exam in June 2015.


May 2015
Congratulations to Vivek Patil on his selection as Financial Analyst (Equity Research) at Transparent Value. Vivek passed CFA Level I Exam in December 2014. We wish Vivek Patil all the best as he embarks on his investment banking career. Congratulate Vivek on Profit Shastra facebook page


May 2015
Heartiest congratulations to Yogesh Patil on his selection as Equity Research Analyst at ReVal Analytics. Yogesh is preparing for his CFA Level I Exam at Profit Shastra. Great job Yogesh. Congratulate Yogesh on Profit Shastra facebook page

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