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CERTIFICATION IN
FUNDAMENTAL ANALYSIS AND APPLIED EQUITY RESEARCH
Industry Partners, Certifications & Collaborators
Offered by
In Collaboration with
About the Program
The Certification in Fundamental Analysis and Applied Equity Research” is being offered by Christ University, in collaboration with industry partners/collaborators EduEdgePro Pvt Ltd and Acuity Knowledge (previously Moody’s Analytics Knowledge services).
This Certification will help you learn important concepts related to Equity Research, Financial Statements, Ratio Analysis, Valuation models, Spread sheeting techniques in Valuation, Research Report Writing etc. You will not only learn how to read and analyze Research reports but also professional write various kinds of Research reports such as Initiating Coverage, Thematic Research, Sectoral Research, Strategy Research and other important report types.
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WHAT IS A
FUNDAMENTAL ANALYSISAs a general rule the most successful man in life is the man who has the best information!“ Benjamin Disraeli (1804 -1881)
Can I be a fundamental analyst?
Of course you can be. It is a commonmisconception that only charteredaccountants and professionals from acommerce background can be goodfundamental analysts. This is not true atall. A fundamental analyst just adds 2and 2 to ensure it sums up to 4. .
Components of Fundamental AnalysisFundamental analysis consists of three main parts:1.Economic analysis2.Industry analysis3.Company analysis4.Future Profit Outlook
To become a fundamental analyst youwill need few basic skills:1. Understanding the basic financial
statements2. Understand businesses with respect
to the industry in which it operates3. Basic arithmetic operations such as
addition, subtraction, division, andmultiplication
The objective of this module onFundamental Analysis is to ensure thatyou gain the first two skill sets
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POPULAR JOBSFUNDAMENATL ANALYSIS AND APPLIED EQUITY
Fundamental Analyst
To analyses various asset classes including equities, Derivatives, Currencies, Commodities & Debt at a microscopic level using fundamental and technical models and tools.
Tracking market fundamentals, equity market. Preparing reports and stock notes on the equity market
JOB ROLES
Equity Derivative Trader
Manage an institutional/Retail exotic trading book, trading exotic, delta 1 and vanilla options strategies
Focus on trading global single stock and index products
Evaluate the risk involved in trading activity and make appropriate hedging strategies to mitigate potential losses
Commodity Trader
A commodity trader works with clients to buy and sell products based on market trends, as well as to provide investment advice. A bachelor's degree is sometimes sufficient to begin a career in this field, although master's and doctoral-level degrees are common as well.
TOP RECRUITERS
HOW DOESFINTECH WORK
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HOW DOES IT
WORKEquity research and FA are used across both Sell Side & Buy Side in IB as shown below
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FUNDAMENTAL ANALYSIS DIVISION
Investment Banking
Financial Modelling
Equity Research
Valuation Spreadsheeting Asset Classes
SKILLSNEEDED
Equity Research
Global Markets
FundamentalAnalysis
Inter-market Analysis
Report Writing
Business Cycles & Macroeconomics
APPLIED EQUITY
DIVISION
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CERTIFICATIONS
ROADMAP
FUNDAMENTAL
ANALYSIS AND
APPLIED EQUITY
RESEARCH
TECHNICAL ANALYSIS AND GLOBAL INTER-MARKET ANALYSIS
APPLIED LOBAL MARKETS – RISK MANAGEMENT AND TREASURY
BANKTECH , INSURTECH & REGTECH
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Positioning of this certificate program in broader PG Diploma Program
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Fundamental Analysis
Equity Research
Valuation Spreadsheeting
ReportWriting
WHAT YOU WILL LEARN
Industry CertificateCertified Financial Analysis andEquity Research
FUNDAMENTAL
ANALYSIS AND
APPLIED
EQUITY
RESEARCH
Certification
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Equity Research Introduction(Module 1)
Concept of Equity Research Buy-side and Sell-side Research Equity and Debt Financing
Fundamental Analysis Frameworks and Use-Cases (Module 2)
Ratio Analysis Macroeconomic Analysis Industry Analysis Company analysis.
Applied Valuation for Equity Research(Module 3)
Valuation models such as DCF, FCFF, FCFE; Relative Valuation models Multiples-based models
Golden Rules and Frameworks for Writing (Module 5)
Conceptualize and write effective Research reports
Block-by-block towards a comprehensive piece of research.
Introduction to Report Writing & Reading Reports (Module 4)
Identify information from research reports Organize reports Techniques
COURSE
CURRICULUM
Program Coverage
This Certification will help you learn applications of important concepts related to Equity Research, Financial Statements, Ratio Analysis, Valuation models, Spread sheeting techniques in Valuation, Research Report Writing etc.
Industry-oriented curriculum
Industry focused curriculum offered in a flexible online blended interactive format that works for busy professionals
3-Months Weekend Program
The Program would be offered on the weekends to enable optimal learning to those participants who are working in the Industry
Blended Learning
The Program would offer an optimal blended mix of On campus bootcamp sessions, online sessions, self-paced sessions to maximize learning
Project & Live Lab
The Project gives you the opportunity to apply Fundamental Analysis and Applied Equity Research concepts.
Industry Partners
Our industry partners would provide you the appropriate domain and industry expertise to tackle Investment Banking challenges in the real world
Careers and Placement help
Our program would fast track your career progression Investment Banking through our dedicated Placement Assistance and Industry Networking
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PROGRAM
HIGHLIGHTS
PEDAGOGY
PROGRAM
PARTNERS
One of the first institutions in India to be accredited in 1998 by theNAAC, and subsequently in 2004 and 2016, CHRIST University hasthe top grade ‘A’ in the 4-point scale. It has consistently rankedamong the top ten for UG courses in surveys done by the IndiaToday group, having specialized program offerings across DataScience, Analytics, Capital Markets, and FinTech.
The multi-disciplinary University which focuses on teaching researchand service offers Bachelors to Doctoral programs in Humanities,Social sciences, Science, Commerce, Management, Engineering,Education, and Law to over 25000 students.
United Nations Academic Impact (UNAI) membership hasadded Christ University to the UNAI team of 1470 institutions in 146countries, who are working with the United Nations to promoteglobal priorities, including peace, human rights, and sustainabledevelopment.
EDUEDGE PRO is an EdTech initiative, founded by Mr. Harjeet Singh,
a Stanford Alumnus and Financial Mathematician.
EduEdge Pro provides Skill Development and Skill Enhancement
education in specialized domains within BFSI, Data Science, Analytics,
FinTech, Capital Markets and Algorithmic Trading in order to bridge
the gap between academia training and industry needs and to
provide Upskilling.
EduEdge Pro conducts corporate training programs for leading global
investment banks, asset management firms, financial institutions,
exchanges and brokerage houses.
It works with leading educational institutions and universities in
providing end-to-end solutions such as Centre of Excellence, Financial
Research Lab and Specialization Curriculum Tracks.
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PROGRAM CHAIR
HARJEET SINGHProgram Chair
Harjeet has been a serial entrepreneur in
FinTech, EdTech and Capital Markets and is a
Financial Mathematician and Alumnus of
Stanford University. He has a rich and varied
experience in Global Markets & Risk,
Investment Management, Sales & Trading,
Algorithmic Trading, Quantitative Finance and
Management Consulting across international
financial institutions, banks, MNCs such as
Morgan Stanley, Nomura, Standard Chartered
Bank, Merrill Lynch and Accenture Consulting.
He is the Founder-Director, Global CIO and
Board Member of Stelios Asset Management,
a global Hedge Funds across India, Mauritius
and Dubai. He is also Founder-Director of
EduEdge Pro, a leading EdTech company. He
is a leading industry expert in Algorithmic
Trading, FinTech and Analytics. He also
consults the Ministry of Finance on matters
related to policy frameworks in Capital
Markets
DR SUNIL LAKDAWALAAnalytics Professional
He holds Ph.D. from Yale
University, USA(1982) and
M.Sc. from IIT-Bombay(1977).
He has specialized in the
areas of Business Intelligence
System (Data Warehousing
and Data Analysis Techniques
like OLAP, Data Mining) and
has a rich experience in
consultancy, project execution
and training in that area.
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Global ChartersHe has received the CFA, FRM, CAIA and PRM International chartersand is a member with international associations such as CFA Institute,Global Association of Risk Professionals (GARP), Chartered AlternativeInvestment Analyst Association (CAIA Association) and ProfessionalRisk Managers’ International Association (PRMIA).
Asset Management BusinessHe is currently the Global CEO, CIO and Board Member of SteliosAsset Management Pvt Ltd. Founded in 2019, STELIOS AssetManagement has received Series A international VC funding forsetting up global Hedge Funds as well as onshore/offshore India-focused Hedge Funds. He has received Investment Manager licencesto start hedge funds across India, Mauritius and Dubai. He holds aSEBI-registered AIF CAT III license for a long/short Equity fund in India.
Consultant to Ministry of FinanceHe is also consulting the Department of Economic Affairs – Ministry ofFinance in Capital Markets Policy Formation.
EdTech InitiativeHe is the Founder-Director at EduEdgePro Pvt Ltd. EduEdgePro is anEdTech initiative, founded by Harjeet as part of a Family officeinitiative. EduEdgePro provides Skill Development and SkillEnhancement in BFSI and Analytics in order to bridge the gapbetween academia training and industry needs. It runs B2B programswith leading corporates and educational institutions/universitiesacross India. EduEdgePro has conducted specialized domain trainingsessions in Capital Markets and Analytics for Exchanges, Regulators,Asset Management firms, Banks, Financial Institutions, Universitiessuch as Securities and Exchange Board of India (SEBI), MultiCommodity Exchange (MCX), National Stock Exchange (NSE), InvescoAsset Management, Prudential Asset Management, JP Morgan AssetManagement, Nomura, Morgan Stanley, Christ University andNational Institute of Securities & Markets (NISM).EduEdgePro has collaborated with industry partners such as Moody’sAnalytics, Bloomberg, CISI and MCX to provide industry-relevantcertification training and programs.
FinTech InitiativeHis other firm, QRAC Pvt Ltd, is an Indian FinTech company, foundedby Harjeet as part of a Family office initiative. QRAC houses aQuantitative Investment Research division that specializes in buildingQuantitative Investment Strategies across global equities,commodities, currencies and fixed income for Institutional Advisoryportfolios.
ELIGIBILITY CRITERIA
EDUCATION
10+2 aspiring candidates of anyeducational background with ananalytical frame of mindset aremost suited one to pursue thiscertifications.
WORK EXPERIENCE
Work experience is notmandatory.
However it is desired that youhave internship or full-timeexperience so that you canmove up the learning curvefaster through prior industrydomain knowledge.
PROGRAMMING EXPERTISE
It is not required to have aProgramming background,although desirable.
However, those withoutProgramming background willundergo Pre-requisite trainingon Programming to acceleratethe learning when the Programbegins.
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SELECTION &
ADMISSION PROCESS
Application ProcessThe Application process consists of a few simple steps as shown below. An offer of admission would be made to the selected candidates and accepted by the candidates by paying the admission fee.
We have a dedicated admission counsellor who are here to help guide you in applying to the program. They are available to:• Address questions related to
application.• Assist with Financial Aid (if
Required)• Guide career role and
opportunities after certified.• Help you to understand the
program detail and pedagogy.
STEP 1PROGRAM
COUNSELLING
• Complete your application to kick start the admission process.
• Rate your various skills of OOPs language, quantitative and logical ability.
• Submit application fee: ₹ 500/-
• Submit the form successfully and scheduled your interview with us.
STEP 2APPLICATION PROCESS
• Interview is with admission committee, who will review the candidate profile.
• Selection will be determined on the basis of academic records, work experience, test scores and interview.
• Upon qualifying a confirmation letter for admission to the PG Diploma in Data Science will handover to the candidate.
STEP 3INTERVIEW PROCESS
ProgramCounselling
Application Interview Documentation Payment Processing
Confirmation
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Application ProcessThe Application process consists of a few simple steps as shown below. An offer of admission would be made to the selected candidates and accepted by the candidates by paying the admission fee.
ProgramCounselling
Application Interview Documentation Payment Processing
Confirmation
1 2 3 4 5 6
After interview on the basis of confirmation letter , the required papers mentioned inthe mandatory list of
documents as per eligibility criteria. You would be required to submit your marksheets, education certificates, work experience proofs amongst other necessary documents.
STEP 4DOCUMENTATION
Block your seat with the initial amount of fees and begin with your prep course and start your Data Science journey.
Full or annual program fee to be deposited within 1 week of offer letter / program start –whichever is earlier.
STEP 5PAYMENT PROCESSING
Your admission will be confirmed basis the selection procedure,document authenticationand fee payment.
A welcome letter, ID card, student number and portal access will be shared upon successful completionof the admission process.
STEP 6CONFIRMATION
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SELECTION &
ADMISSION PROCESS
PROGRAM
FEES
PROGRAM FEEApplication fee: INR 500 plus GSTIndian participants: INR 75,000 plus GSTInternational participants: USD 2500 plus taxes
FINANCING OPTIONSPlease get in touch for further details
SCHOLARSHIPSExisting Christ students and Alumnus: AvailableOther participants: Available on outstanding merit record
CORPORATE DISCOUNTSAvailable on nominations of 2+ participantsKindly contact us for further details
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