Certificate in Financial Analyst

Description

Course Name: Certificate in Financial Analyst
Course Id: CFA/Q0101.

Eligibility: Graduate or equivalent is required.

Objective: The Certificate in Financial Analyst course is designed for individuals seeking to build a strong foundation in financial analysis, forecasting, budgeting, and valuation techniques. It is ideal for aspiring analysts, MBA students, finance graduates, and professionals aiming for roles in investment banking, equity research, or corporate finance.

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 Financial Analysis: Role of a financial analyst, Overview of financial markets, Understanding financial statements, Principles of financial accounting, Types of financial analysis (horizontal, vertical, ratio), Basic economic indicators and financial environment, Ethics and standards in financial analysis, Data sources for financial analysis, Introduction to investment analysis, Use of MS Excel for financial data.

Module 2: Financial Statement Analysis: Income statement structure and analysis, Balance sheet components and interpretation, Cash flow statement analysis, Common-size financial statements, Financial ratios (liquidity, profitability, leverage, efficiency), DuPont analysis, Working capital analysis, Segmental and consolidated reports, Red flags in financial statements, Forecasting financial performance.

Module 3: Equity and Valuation Analysis: Introduction to equity markets, Understanding shares and stock indices, Intrinsic value vs market price, Dividend Discount Model (DDM), Price/Earnings and PEG ratio, Price/Book and EV/EBITDA multiples, Relative valuation techniques, Discounted Cash Flow (DCF) analysis, Forecasting earnings and growth, Valuation case studies.

Module 4: Corporate Finance and Investment Decisions: Time value of money and NPV, Capital budgeting techniques (IRR, Payback), Cost of capital and WACC, Leverage and capital structure decisions, Dividend policy and payout models, Mergers and acquisitions basics, Corporate restructuring and recapitalization, Financial risk assessment, Investment project evaluation, ROI and value creation metrics.

Module 5: Excel and Financial Modeling: Excel functions for analysts (VLOOKUP, INDEX-MATCH, IF statements), Building income statement, balance sheet, cash flow models, Ratio analysis models in Excel, Forecasting and projections using Excel, Scenario and sensitivity analysis, Dashboard creation and data visualization, Linking multiple sheets and error checks, Charting trends and financial indicators, Dynamic modeling and assumptions, Case study: End-to-end financial model.

Module 6: Industry and Economic Analysis: Top-down and bottom-up analysis, Economic indicators (GDP, inflation, interest rates), Industry lifecycle and competition analysis, Porter’s Five Forces and SWOT analysis, Regulatory and policy impact on industries, Company analysis using annual reports, Management quality and corporate governance, Risk factors and mitigation, Comparative company analysis, Final report preparation and analyst presentation skills.

✅ Career Opportunities After Certificate in Financial Analyst

🔹 1. Junior Financial Analyst

• Workplace: MNCs, corporates, consulting firms

• Role: Analyze financial data, build reports, assist in decision-making

• 💰 Salary Range: ₹25,000 – ₹50,000/month

🔹 2. Equity Research Associate

• Workplace: Brokerage firms, investment research agencies

• Role: Analyze companies, sectors, and stock market performance

• 💰 Salary Range: ₹30,000 – ₹70,000/month

🔹 3. Business Analyst – Finance Domain

• Workplace: Startups, IT firms, analytics companies

• Role: Track KPIs, conduct budgeting, performance evaluation

• 💰 Salary Range: ₹28,000 – ₹60,000/month

🔹 4. Corporate Finance Executive

• Workplace: Finance departments of large companies

• Role: Involved in capital planning, cost analysis, cash flow monitoring

• 💰 Salary Range: ₹30,000 – ₹70,000/month

🔹 5. Freelance Financial Consultant

• Workplace: Independent or project-based consulting (online/offline)

• Role: Build models, assess businesses, guide investment decisions

• 💰 Earnings: ₹20,000 – ₹1,00,000+/month (client-dependent)

📈 Income Overview in India