1

CERTIFICATION IN

FUNDAMENTAL ANALYSIS AND APPLIED EQUITY RESEARCH

Industry Partners, Certifications & Collaborators

Offered by

In Collaboration with

2

TABLE OF

CONTENTS

01 PROGRAM COVERAGE

3

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.

4

PLATFORMSYOU WILL LEARN

5

02 WHY THIS PROGRAM6

7

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

8

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

5

HOW DOES IT

WORKEquity research and FA are used across both Sell Side & Buy Side in IB as shown below

9

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

10

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

12

3 4

Positioning of this certificate program in broader PG Diploma Program

11

Fundamental Analysis

Equity Research

Valuation Spreadsheeting

ReportWriting

WHAT YOU WILL LEARN

Industry CertificateCertified Financial Analysis andEquity Research

FUNDAMENTAL

ANALYSIS AND

APPLIED

EQUITY

RESEARCH

Certification

112

0313

COURSE CURRICULUM

13

14

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

1504 PROGRAM DETAILS

15

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

16

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.

17

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.

18

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.

19

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

1 2 3 4 5 6

20

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

21

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

22