Certificate in Equity Research Analyst

Description

Course Name: Certificate in Equity Research Analyst
Course Id: CERA/Q0101.

Eligibility: Graduate or equivalent is required.

Objective: The Certificate in Equity Research Analyst course is ideal for those aiming to build a career in stock market analysis, investment banking, portfolio management, or financial journalism. It focuses on both the theoretical and practical aspects of evaluating publicly listed companies, preparing equity reports, and supporting investment strategies.

Duration: Three Months.

 How to Enroll and Get Certified in Your Chosen Course:

 Step 1: Choose the course you wish to get certified in.

 Step 2: Click on the “Enroll Now” button.

 Step 3: Proceed with the enrollment process.

 Step 4: Enter your billing details and continue to course fee payment.

 Step 5: You will be redirected to the payment gateway. Pay the course and exam fee using one of the following methods:
Debit/Credit Card, Wallet, Paytm, Net Banking, UPI, or Google Pay.

 Step 6: After successful payment, you will receive your study material login ID and password via email within 48 hours of fee payment.

 Step 7: Once you complete the course, take the online examination.

 Step 8: Upon passing the examination, you will receive:
• A soft copy (scanned) of your certificate via email within 7 days of examination.
• A hard copy (original with official seal and signature) sent to your address within 45 day of declaration of result.

 Step 9: After certification, you will be offered job opportunities aligned with your area of interest.

Online Examination Detail:

Duration- 60 minutes.
No. of Questions- 30. (Multiple Choice Questions).
Maximum Marks- 100, Passing Marks- 40%.
There is no negative marking in this module.

 Key Benefits of Certification- Earning a professional certification not only validates your skills but also enhances your employability. Here are the major benefits you gain:

 Practical, Job-Ready Skills – Our certifications are designed to equip you with real-world, hands-on skills that match current industry demands — helping you become employment-ready from day one.

 Lifetime Validity – Your certification is valid for a lifetime — no renewals or expirations. It serves as a permanent proof of your skills and training.

 Lifetime Certificate Verification – Employers and institutions can verify your certification anytime through a secure and reliable verification system — adding credibility to your qualifications.

 Industry-Aligned Certification –All certifications are developed in consultation with industry experts to ensure that what you learn is current, relevant, and aligned with market needs.

 Preferred by Employers – Candidates from ISO-certified institutes are often prioritized by recruiters due to their exposure to standardized, high-quality training.

 Free Job Assistance Based on Your Career Interests – Receive personalized job assistance and career guidance in your preferred domain, helping you land the right role faster.

Syllabus:

Module 1: Introduction to Equity Research: Role of an equity research analyst, Types of equity research (buy-side vs sell-side), Overview of stock markets, Understanding financial instruments (equity, debt, derivatives), Regulatory framework (SEBI norms), Ethics and code of conduct for analysts, Research report structure and components, Industry vs company analysis, Investment philosophies and styles, Sources of data for research.

Module 2: Fundamental Analysis: Understanding financial statements (P&L, balance sheet, cash flow), Ratio analysis and interpretation, Earnings quality and forensic accounting basics, Revenue and cost drivers, Operating and financial leverage, DuPont analysis, Competitive advantage and moat analysis, SWOT and Porter’s Five Forces, Management evaluation, Red flags in financial reporting.

Module 3: Valuation Techniques: Discounted Cash Flow (DCF) valuation, Dividend Discount Model (DDM), Relative valuation (P/E, EV/EBITDA, P/BV, PEG), NAV-based valuation for asset-heavy companies, Valuation for start-ups and high-growth firms, Sector-specific valuation (e.g., banks, FMCG, IT), Sensitivity analysis and scenario modeling, Target price and margin of safety, Valuation errors and biases, Case studies on real company valuations.

Module 4: Industry and Economic Analysis: Macroeconomic indicators (GDP, inflation, interest rates), Government policies and budget impact, Global events and their effect on equity markets, Sector analysis and growth outlook, Cyclical vs defensive industries, Industry life cycle and maturity, Regulatory environment for key sectors, Competitive intensity and barriers to entry, Trends and disruptions (tech, ESG), Building an industry research template.

Module 5: Technical Analysis and Market Behavior: Introduction to technical analysis, Candlestick patterns and chart types, Support, resistance and trend lines, Moving averages and momentum indicators (RSI, MACD), Volume and price patterns, Dow Theory and Elliott Wave Theory basics, Technical indicators for entry/exit, Sentiment and contrarian indicators, Integrating technicals with fundamentals, Risk management using technical tools.

Module 6: Equity Research Report Writing and Tools: Structure of a professional research report, Executive summary and investment thesis, Financial modeling and projections, Valuation tables and charts, Excel techniques for equity modeling, Creating analyst ratings (Buy/Hold/Sell), Compliance disclosures and disclaimers, Effective presentation to clients, Live case study and report preparation, Using Bloomberg, Screener, and other research tools.

✅ Career Opportunities After Certificate in Equity Research Analyst

🔹 1. Equity Research Analyst / Associate

• Workplace: Brokerage firms, investment banks, AMCs

• Role: Analyze company data, forecast earnings, recommend stocks

• 💰 Salary Range: ₹30,000 – ₹75,000/month

🔹 2. Financial Analyst (Equity Domain)

• Workplace: Corporate finance teams, fintech startups

• Role: Analyze company performance, prepare valuation models

• 💰 Salary Range: ₹25,000 – ₹60,000/month

🔹 3. Buy-side Analyst

• Workplace: Mutual fund houses, insurance companies, PMS firms

• Role: Research stocks for investment portfolio decisions

• 💰 Salary Range: ₹40,000 – ₹90,000/month

🔹 4. Sell-side Research Assistant

• Workplace: Brokerage houses and equity research companies

• Role: Support senior analysts with industry data, models, and reports

• 💰 Salary Range: ₹25,000 – ₹55,000/month

🔹 5. Investment Blogger / Analyst (Freelance)

• Workplace: Self-employed or content creator for finance platforms

• Role: Publish research, stock reviews, or investment ideas

• 💰 Earnings: ₹20,000 – ₹1,00,000+/month (ad-based or subscription model)

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