Description
Course Name: Certificate in Fundamental Analysis (Company Valuation & Forecasting)
Course Id: CFA/Q0001.
Eligibility: Graduate or Equivalent.
Objective: The Certificate in Fundamental Analysis (Company Valuation & Forecasting) course is designed to provide individuals with the necessary knowledge and skills to analyze and value companies using fundamental analysis techniques. This course focuses on understanding a company’s financial health, its potential for growth, and the tools used for forecasting future performance.
Duration: 90 Hrs (Equivalent to 3 months).
How You will Get Diploma Certificate:
Step 1- Select your Course for Certification.
Step 2- Click on Enroll Now.
Step 3- Proceed to Enroll Now.
Step 4- Fill Your Billing Details and Proceed to Pay.
Step 5- You Will be Redirected to Payment Gateway, Pay Course and Exam Fee by Following Options.
Card(Debit/Credit), Wallet, Paytm, Net banking, UPI and Google pay.
Step 6-After Payment You will get Study Material Login id and Password on your email id.
Step 7- After Completion of Course Study give Online Examination.
Step 8- After Online Examination you will get Diploma Certificate soft copy(Scan Copy) and Hard Copy(Original With Seal and Sign).
Step 9- After Certification you will receive Prospect Job Opportunities as per your Interest Area.
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.
Benefits of Certification:
- Government Authorized Assessment Agency Certification.
- Certificate Valid for Lifetime.
- Lifetime Verification of Certificate.
- Free Job Assistance as per your Interest Area.
Syllabus
Introduction to Company Valuation: Concept of value, principles & techniques of valuation, basic concepts in mergers and acquisitions, valuation of fixed assets, human resource accounting, valuation of goodwill patents and copyrights, valuation of brands, valuation of real estate.
Introduction to Fundamental Analysis: Mindset of an investor, understanding the P & L statement, the cash flow statement, the financial ratio analysis, the investment due diligence, equity research.
Risk Management Valuation: Impact of risk organizations, types of risks, scope of risk management, principles and aims of risk management, risk classification systems, risk analysis and evaluation, risk control techniques, reputation and the business model, risk management responsibilities, supply chain management.
Evaluating Industry and Market Conditions: Concept of Industrial marketing, types of product, types of industrial customers, industrial marketing landscape, cross- elasticity of demand, purchasing/ buying orientation, type of purchasing process, the buying decision process, buyer- seller relationship, types of relationship, benefits of market intelligence.
Financial Statement Analysis: The adversarial nature of financial reporting, the basic financial statements, the statement of cash flows, mergers- and – acquisitions accounting, forecasting financial statements, credit analysis, equity analysis.
Forecasting and Projections: Introduction, ARMA models, spectral analysis, modeling and forecasting with ARMA processes, non stationary and seasonal time series models, forecasting techniques.
job opportunities after completion of Certificate in Fundamental Analysis (Company Valuation & Forecasting) course:
The Certificate in Fundamental Analysis (Company Valuation & Forecasting) program equips graduates with the knowledge and skills to evaluate the financial health of companies, forecast their future performance, and determine their intrinsic value. This is a highly valuable skill set for anyone involved in investment analysis, equity research, corporate finance, or financial advisory services.
Career Options for Graduates of the Certificate in Fundamental Analysis Program:
1. Equity Research Analyst
- Role: Equity research analysts evaluate stocks and companies, providing investment recommendations based on fundamental analysis. They analyze financial statements, industry trends, and other economic factors to forecast company performance and determine stock valuations.
- Industries: Investment banks, asset management firms, brokerage firms, financial advisory companies.
- Salary Range: ₹5,00,000 to ₹10,00,000 per year (entry-level); ₹10,00,000 to ₹20,00,000 per year (experienced).
2. Investment Analyst
- Role: Investment analysts assess investment opportunities in stocks, bonds, real estate, or other assets. They use fundamental analysis to create models and forecast company performance, advising clients or firms on the best investment options.
- Industries: Asset management, mutual funds, hedge funds, private equity firms, financial advisory.
- Salary Range: ₹4,00,000 to ₹8,00,000 per year (entry-level); ₹8,00,000 to ₹15,00,000 per year (experienced).
3. Corporate Finance Analyst
- Role: Corporate finance analysts assist companies in managing their financial strategy, forecasting financial outcomes, and valuing business assets. They help in making decisions related to capital structure, acquisitions, mergers, and investment projects.
- Industries: Corporations, M&A advisory firms, consulting companies, private equity firms.
- Salary Range: ₹5,00,000 to ₹9,00,000 per year (entry-level); ₹9,00,000 to ₹15,00,000 per year (experienced).
4. Financial Analyst
- Role: Financial analysts provide financial guidance and support to companies by evaluating financial statements, forecasting, and creating financial models. They assess company performance and give recommendations on improving financial health.
- Industries: Corporate finance, investment banks, financial consulting firms, government organizations.
- Salary Range: ₹4,00,000 to ₹7,00,000 per year (entry-level); ₹7,00,000 to ₹12,00,000 per year (experienced).
5. Valuation Analyst
- Role: Valuation analysts assess the value of companies, assets, or securities. They perform company valuations using discounted cash flow (DCF) analysis, market multiples, and other methods. They may be involved in business valuations for mergers and acquisitions, IPOs, or financial reporting.
- Industries: Valuation firms, investment banks, M&A advisory, private equity firms, accounting firms.
- Salary Range: ₹5,00,000 to ₹8,00,000 per year (entry-level); ₹8,00,000 to ₹15,00,000 per year (experienced).
6. Mergers & Acquisitions (M&A) Analyst
- Role: M&A analysts assist in evaluating and executing mergers, acquisitions, and other corporate transactions. They conduct detailed financial analysis, including company valuations and forecasting future performance, to support M&A decisions.
- Industries: Investment banks, M&A advisory firms, private equity, corporate development.
- Salary Range: ₹6,00,000 to ₹12,00,000 per year (entry-level); ₹12,00,000 to ₹20,00,000 per year (experienced).
7. Portfolio Manager
- Role: Portfolio managers oversee investment portfolios, making decisions based on fundamental analysis and forecasting. They are responsible for asset allocation, risk management, and ensuring the portfolio meets financial goals.
- Industries: Asset management firms, hedge funds, mutual funds, private equity, pension funds.
- Salary Range: ₹10,00,000 to ₹20,00,000 per year (entry-level); ₹20,00,000 to ₹50,00,000+ per year (experienced).
8. Credit Analyst
- Role: Credit analysts evaluate the creditworthiness of businesses and individuals. They assess financial statements, perform valuation and forecasting, and provide recommendations on lending decisions.
- Industries: Banks, financial institutions, credit rating agencies, investment firms.
- Salary Range: ₹4,00,000 to ₹8,00,000 per year (entry-level); ₹8,00,000 to ₹15,00,000 per year (experienced).
9. Private Equity Analyst
- Role: Private equity analysts perform company valuations and financial analysis to assess potential investments for private equity firms. They focus on assessing the financial performance and growth potential of privately held companies.
- Industries: Private equity, venture capital, investment firms.
- Salary Range: ₹8,00,000 to ₹15,00,000 per year (entry-level); ₹15,00,000 to ₹30,00,000 per year (experienced).
10. Risk Analyst
- Role: Risk analysts assess financial risks and potential impacts of various financial and operational strategies on a company. They use fundamental analysis to evaluate risks associated with investments, credit, and market fluctuations.
- Industries: Financial institutions, insurance companies, consulting firms, investment firms.
- Salary Range: ₹5,00,000 to ₹9,00,000 per year (entry-level); ₹9,00,000 to ₹15,00,000 per year (experienced).
11. Financial Planner/Advisor
- Role: Financial planners or advisors work closely with clients to provide investment advice based on financial analysis and forecasting. They help individuals and businesses develop financial strategies to reach long-term goals, including retirement, education funding, and wealth management.
- Industries: Wealth management firms, insurance companies, financial consulting firms.
- Salary Range: ₹3,00,000 to ₹6,00,000 per year (entry-level); ₹6,00,000 to ₹12,00,000 per year (experienced).
12. Corporate Strategy Analyst
- Role: Corporate strategy analysts assist companies in evaluating their financial performance, performing competitive analysis, and identifying growth opportunities. They use fundamental analysis to forecast company performance and help shape strategic decisions.
- Industries: Consulting firms, large corporations, think tanks.
- Salary Range: ₹5,00,000 to ₹10,00,000 per year (entry-level); ₹10,00,000 to ₹18,00,000 per year (experienced).
Career Growth and Opportunities:
- Leadership Roles: With experience, graduates can move into leadership positions such as senior analysts, team leads, or management roles within investment firms, banks, or corporate finance departments.
- Specialization: Specializing in a specific area such as M&A, private equity, or portfolio management can increase career opportunities and salary potential.
- Freelancing/Consulting: Many professionals work independently as financial consultants, providing analysis and advice to businesses or individuals.
Factors Influencing Salaries:
- Experience and Skill Set: Graduates with strong analytical skills, financial modeling expertise, and in-depth knowledge of company valuations tend to earn higher salaries.
- Industry: Finance and investment industries (such as private equity, hedge funds, and investment banks) generally offer higher compensation than other sectors.
- Location: Metropolitan cities like Mumbai, Delhi, Bengaluru, and Pune tend to offer higher salaries due to the concentration of financial services firms.
- Certifications and Education: Additional certifications (e.g., CFA, FRM) can further increase earning potential.
Conclusion:
Graduates of the Certificate in Fundamental Analysis (Company Valuation & Forecasting) program have a wide range of career options in finance, investment analysis, corporate strategy, and more. The demand for professionals who can assess company performance and provide accurate financial forecasting continues to rise, particularly in industries like equity research, private equity, corporate finance, and investment banking. With relevant experience, graduates can expect competitive salaries and significant opportunities for career advancement.
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