Equity Research Cohort

Equity research isn’t about memorizing formulas, it’s about learning how businesses really work. In this cohort, you’ll analyze real companies, study management behavior, and prepare a full research report you can proudly put on your resume.

5,500+Learners
4.8/5Average Rating
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200+ Hours

Hands on lecture

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Live Sessions

Learn at your own pace

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Study Material

Detailed excel models & more

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Certification

On course completion

Plans for everyone

LIVE BATCHBest

9000

Batch starting from 31st July, 2026


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    2 live classes per week [Friday & Saturday at 8:30pm IST] with the mentor.

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    Hands-on practice with concalls, annual reports, and sector/economy analysis.

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    Community learning, doubt-solving, and guidance.

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What you will learn

Financial Statement Analysis

Corporate Governance

Sector Analysis

Advanced Ratios

Annual Reports

Concall Analysis

Report Writing

Interview Prep

You’ll learn how to analyze financial statements and use ratios to understand a company’s health. The cohort trains you to spot forensic red flags and evaluate corporate governance for hidden risks. You’ll also practice reading annual reports concalls and study the economy and sectors that shape businesses. By the end, you’ll create a full equity research report and gain the presentation, resume, and interview skills needed for finance roles.

Move for Practical learning

This program is designed to make you think like an equity analyst, not just a student. Each module trains you to apply real-world tools and frameworks on companies, sectors, and markets like an Equity Research  Analyst.

Case-Based Company Analysis

Case-Based Company Analysis

Work on live companies and apply concepts through detailed case studies instead of theory.

Red Flag Detection Practice

Red Flag Detection Practice

Concall & Annual Report Notes

Concall & Annual Report Notes

End-to-End Equity Report

End-to-End Equity Report

Red Flag Detection Practice

Red Flag Detection Practice

Spot revenue manipulation, cash flow mismatches, and governance loopholes using real-world data.

Concall & Annual Report Notes

Concall & Annual Report Notes

End-to-End Equity Report

End-to-End Equity Report

Case-Based Company Analysis

Case-Based Company Analysis

Concall & Annual Report Notes

Concall & Annual Report Notes

Learn how to extract key insights from management calls and annual reports — and turn them into usable notes.

End-to-End Equity Report

End-to-End Equity Report

Case-Based Company Analysis

Case-Based Company Analysis

Red Flag Detection Practice

Red Flag Detection Practice

End-to-End Equity Report

End-to-End Equity Report

Build and present a complete equity research report that showcases your analysis and findings.

Case-Based Company Analysis

Case-Based Company Analysis

Red Flag Detection Practice

Red Flag Detection Practice

Concall & Annual Report Notes

Concall & Annual Report Notes

1 of 4

Learning Modules

01

Corporate Governance Analysis

  • How to assess the corporate governance of any company.
  • How to determine potential red flags in the management.
  • We will discuss tonnes of real-world case studies.
  • Detailed Excel template on corporate governance analysis

02

Reading Annual Reports / Concalls

  • How to read annual reports?
  • How to read/analyze Concalls?
  • How to interpret the information obtained?
  • Understanding how a research analyst asks questions to management in concall.
  • How to prepare concall notes for use in equity reports?

03

Financial Statement Analysis

  • How to read Financial Statement Analysis?
  • What is the importance of FSA in decision making?
  • Real-world applications of FSA.
  • Understanding every Line item of the Balance Sheet, P&L statement, and cash flow Statement and analyzing them to interpret information.
  • Analyzing each statement with Financial Ratios.
  • Creating historical statements.
  • Detailed Excel template for financial statement Analysis.

04

Red Flag Analysis

  • How to identify red flags in a company?
  • What are the different types of Red Flags a company can have?
  • How to identify potential frauds in the company?

05

Advanced Ratio Analysis

  • Understanding each type of financial ratio.
  • DuPont Analysis
  • What do ratios signify in the real world?
  • How to conduct a ratio analysis to know the financial health of a company?
  • Detailed Excel template on Advanced Ratio analysis.

06

Economy Analysis

  • Introduction to Economy Analysis & Key Economic Indicators.
  • In-depth understanding of the economic cycle.
  • How to analyze the performance of the economy for equity research?
  • Case Studies: Historical Economic Events & Contemporary Economic Issues
  • Analyzing Global Economic Trends.

07

Sector Analysis

  • Understand the value chain of different sectors.
  • How to analyze the performance of sectors for equity research?
  • Analyzing Industry-specific Risks associated with the company.
  • Case Studies: Analysis of Leading Companies & Sector-Specific Success Stories.
  • Incorporating Sector Analysis in Equity Research Reports.

08

Valuation in Equity Research

  • Cost of Equity - CAPM
  • Net cost of Debt
  • Weighted Average Cost of Capital (WACC)
  • Applying DCF
  • LIFO & FIFO Analysis
  • Intrinsic Valuation
  • Buffett’s 1$ Test
  • Graham Valuation Framework

09

PowerPoint

a) Basic of PowerPoint

  • PPT setup and settings for finance
  • Ribbon essentials
  • Setup Slide Masters
  • Understanding Slide Layout
  • Managing Header and Footer

b) Formatting

  • Color Themes
  • Formatting Lines
  • Formatting Slide Titles
  • Applying Master Layout
  • Formatting heading bars
  • Formatting tables
  • Inserting tables from Excel
  • Inserting charts from Excel
  • Inputting Equations
  • Lists and Bullets
  • Object Alignment
  • Front & Back Feature
  • Super scripting

c) Mastering Live Presentation

  • Inserting background picture & color filter
  • Cropping to Shape
  • Object animations
  • Text Animations
  • Slide Animations
  • Slide Transition
  • Hidden Slides
  • Mastering Presenter tools
  • Presentation Comments
  • Sharing Presentations

10

Report Writing

  • Understanding best practices of report writing
  • Drafting table of content
  • Drafting Executive Summary
  • Drafting Company Overview
  • Inserting section divider
  • Inserting Tables and charts
  • Understanding alignments
  • Creating timelines
  • Drafting & Formatting Summary

11

Resume Preparation & Networking

a) LinkedIn Profile Optimization

  • Our 3-step ATS resume method: Get into the top 1% of job seekers.
  • Our 2-step method to prepare a targeted resume and cover letter within 10 and 30 minutes.
  • How to check and improve your resume quality?
  • How to check your chances of getting an interview call and how to improve them?
  • How to clear all ATS and rank in the top 10%, 5%, and 1% of candidates?
  • Live Resume Format and Resume content creation.
  • How to create your LinkedIn Profile: Top 3 things to take care of in your LinkedIn Profile.
  • How to Test how good or bad your LinkedIn profile is.
  • How to make a cover letter for Freshers, Experienced, Career change.
  • Industry accepted Resume Template

b) How to get Interview Calls?

  • Our LinkedIn Profile Optimization: Enhance your profile to outshine competitors.
  • My Fastest Job Method: Two steps to quickly land a job.
  • Our LinkedIn Hacking Blueprint: Reach target brands and secure a job.
  • Our Value Creation Method: Offer value to your network even with limited resources.
  • My Credibility and Visibility Strategy: Boost your LinkedIn presence to get hired.
  • Our Top 7 Tricks: Find job opportunities with top brands.
  • Our Follow-Up Strategy: Effective methods to get interview calls.
  • My 30-Second Email Hack: Achieve a 5x response rate from recruiters.

c) How to crack the interview?

  • Step-by-step interview preparation process.
  • Answer all important questions.
  • 4-step salary research and negotiation process.
  • Manage your body language for interview success.
  • Best way to answer behavior questions and interview template.
  • 3-layer onion model to prepare for all interview questions.
  • Special "POA" to handle objections, gaps, less experience, and other loopholes.
  • Perfect strategy to stand out in the interview helped my students get up to a 300% hike.
REVIEWS

What Our Learners Say

Their words. Their journeys. Their results.

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I got more value than expected in every aspect — curriculum, career guidance, and market discussions. Live classes and concise slides made learning clear. Report preparation and Excel practice gave me confidence. Guidance on research, book recommendations, and market mindset completely changed my view on finance.

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Mangesh Munilal Diwakar

Student The Valuation School

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With no placement support from my MBA, Parth Sir’s guidance became a blessing. His teaching style made tough concepts easy, and report-making assignments helped me secure a job in finance. Beyond technicals, his mentorship and community have been life-changing.

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Prathamesh Anil Lakhane

Student The Valuation School

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At first, I only wanted to strengthen my finance base. But live classes and Sir’s mentorship pushed me to complete the report and gain clarity. Even with CFA prep, I came back to finish every part. This cohort exceeded my expectations — surreal teaching and true mentorship.

linkedin-icon

Yasas Daga

Student The Valuation School

stars-icon

I got more value than expected in every aspect — curriculum, career guidance, and market discussions. Live classes and concise slides made learning clear. Report preparation and Excel practice gave me confidence. Guidance on research, book recommendations, and market mindset completely changed my view on finance.

linkedin-icon

Mangesh Munilal Diwakar

Student The Valuation School

stars-icon

With no placement support from my MBA, Parth Sir’s guidance became a blessing. His teaching style made tough concepts easy, and report-making assignments helped me secure a job in finance. Beyond technicals, his mentorship and community have been life-changing.

linkedin-icon

Prathamesh Anil Lakhane

Student The Valuation School

stars-icon

At first, I only wanted to strengthen my finance base. But live classes and Sir’s mentorship pushed me to complete the report and gain clarity. Even with CFA prep, I came back to finish every part. This cohort exceeded my expectations — surreal teaching and true mentorship.

linkedin-icon

Yasas Daga

Student The Valuation School

Who should take this course

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Designed for college students seeking internships or entry-level positions in top finance and investment firms

Ideal for professionals looking to enhance their expertise and advance in their finance careers.

Perfect for those looking to transition into finance by strengthening their expertise

Frequently asked questions

What happens after I register successfully?

You’ll receive a welcome email with next steps mentioned there. Please use your active email during registration. You might also be asked to verify your identity for legal compliance purposes.

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