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Equity Research Course

Learn to decipher the data-driven insights concerning a company’s financials with our "Bundle Equity Research Course." Enroll now and get certified.
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4.8/5
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4.9/5

Secret Sauce For Equity Research Course

Exclusive bunch of downloadable Excel templates
MCQ-styled tests and a final assessment
Guaranteed certification upon course completion
Exclusive bunch of downloadable Excel templates

HIGHLIGHTS

Highlights of the Course

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365 Days 1-year unlimited access to the course
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Certification Receive equity research certification
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Career Skills Skill development and career enhancement opportunities
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Immersive Learning In-depth knowledge of annual reports and financials
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Excel Skills Familiarity with Excel

Throughout this journey, learn about basic accounting, financial analysis, financial modeling, and valuation with our bundle equity research analysis course. Grab unlimited access to the course content modules for one year. Plus, you can access the modules from anywhere, anytime, by logging into your profile on our website.

Not just that, with our real-time case studies, you will learn how to analyze financial items and forecast financial statements easily.  By the end of the course, earn equity research analyst certification upon course completion, which can provide you with exposure to new career opportunities.

SKILLS COVERED

What Will You Learn?

Company modeling and correlating financial statements
Accounting and forecasting skills
Valuation methods
Financial statement analysis
Analytical skills
Excel skills
Presentation skills
Strategic thinking and observation skills

Boost your ongoing skill set and financial knowledge with our online course for equity research training involving basic accounting methods, financial modeling, and forecast of a company's performance. Learn different Excel tricks and tips via case studies and templates that help you perform financial valuation and ratio analysis quickly. Also, gain analytical and presentation skills, which further ease work for you as a financial analyst. Lastly, with a strategic thinking mindset make informed investment decisions on vital projects.

WHAT WE COVER?

Bundle Courses Summary

COURSE 1Basic Accounting Course

Familiarize yourself with accounting fundamentals and accounting treatments in financial statements with our well-curated "Basic Accounting Course."

18 Modules20 Lessons2+ hrs
COURSE 2Accounting for Financial Analysts Course

Develop key accounting skills and learn to make better investments through our "Accounting For Financial Analysts Course." Enroll now!

9 Modules149 Lessons16+ hrs
COURSE 3Ratio Analysis Course

Decode the secrets of a company's financial statements with our "best Ratio Analysis Course." Enroll now to start Ratio Analysis training today.

10 Modules34 Lessons5+ hrs
COURSE 4Financial Modeling Course

Unlock the power of company-related forecasts with our "Financial Modeling Course," focusing on the three-statement analysis.

11 Modules79 Lessons13+ hrs
COURSE 5DCF Modeling Course

Our DCF Modeling online course equips you with fundamental techniques to perform company valuation from scratch to ensure strategic decision-making.

7 Modules69 Lessons10+ hrs
COURSE 6Trading Valuation Course

Decode the metrics of relative valuation with our Trading Comps Valuation Course. Learn to evaluate if a company is worth the investments planned.

11 Modules41 Lessons4+ hrs

INSTRUCTORS

Meet the team that is invested in your success

Dheeraj Vaidya, CFA, FRMCo-Founder, WallStreetMojo

A former J.P.Morgan and CLSA Equity Analyst, Dheeraj specializes in financial modeling, forecasting, and valuations. In his career spanning almost two decades, he has trained and mentored more than 100,000 students and professionals on

Read More
Experience - 20+ Years
Dheeraj Vaidya, CFA, FRMCo-Founder, WallStreetMojo

A former J.P.Morgan and CLSA Equity Analyst, Dheeraj specializes in financial modeling, forecasting, and valuations. In his career spanning almost two decades, he has trained and mentored more than 100,000 students and professionals on

Read More
Experience - 20+ Years

BENEFITS AND FEATURES

Benefits & Features of the Course

Expertise
Skills Development
Real-World Application
Career Enhancement
Online Support

Here are some of the top-tier career benefits available to those who choose this equity research analyst certification: 

#1 - Expertise:

With this equity research certification course, you get an added advantage over your colleagues or applicants when applying for the analyst post. In fact, be among those candidates who have a higher chance of selection with this equity research certification.  Plus, you will gain expertise in the core finance areas of a business. 

#2 - Skills Development:

Witness a massive boost in your professional persona and skillset with this equity research online course. Enhance your ability to analyze, forecast, and interpret financial data better. Also, learn to accurately value a company amidst inflated prices . In short, this course makes you more confident about your financial knowledge.

#3 - Real-World Application:

Through the real-world case studies provided, witness a practical application of equity research training in the industry. Plus, you also get familiar with the hidden Excel tools and tricks that can reduce your work to half!

#4 - Career Enhancement:

The skills acquired through the equity analyst certification can possibly help you land your desired job. You could soon get a promotion or witness an upgrade in your current position after your employer learns about the recent certification. Also, your company may offer you a raise as well. 

#5 - Online Support:

By enrolling in this equity research analyst course, you can resolve all your doubts regarding the program and its content by contacting our course support team. You can get in touch by writing to us at support@wallstreetmojo.com. Once our team receives your message, they will try to resolve your query at the earliest. 

QUICK FACTS

Industry Trend

Annual Salary
Annual Salary
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ROLES FOR FINANCE

Careers With Equity Research Certification

Financial Analyst
Equity Research Analyst
Investment Banker
Private Equity Analyst
Credit Analyst

After acquiring an equity analyst certification by completing this equity research analysis course, one can get appointed to the following designations: 

#1 - Financial Analyst:

A financial analyst is a finance professional involved in creating financial models and forecasting financial statements as well. Well-known companies like JPMorgan Chase, Wells Fargo, Amazon, Deloitte, etc., mostly hire them. For the job role offered, the analyst receives between $60,885 and $73,500, on average, annually as of June 27, 2024,, depending on the seniority level. 

#2 - Equity Research Analyst:

Certified equity research analysts analyze financial information along with the different trends of different organizations and industries. They give an opinion or verdict to clients in their equity research report based on the analysis conducted and guide them on their investment decisions. Some of the popular hiring companies include Goldman Sachs, MorningStar, Barclays, CRISIL, and others. The average equity research salary in the US is  $77,187 per year as of June 27, 2024.

#3 - Investment Banker:

Investment banking analysts have a similar job profile as equity analysts. However, they mostly run parallel with investment banking firms. For instance, they prepare financial models, perform financial analyses of companies, and likewise advise clients on buy or sell decisions. In addition, they also prepare pitchbooks for client meetings, including M&A and LBO pitchbooks. Some of the large investment banks like CitiGroup, JP Morgan Chase, HSBC, Credit Suisse, and others provide a salary of $115,459  annually to analysts as of June 27, 2024. 

#4 - Private Equity Analyst:

Another category of equity analysts is more connected with private firms. Here, analysts conduct research, forecast the performance of private firms (not listed on the stock exchange), perform ratio analysis, and give interpretations on private firms. Mostly, companies like Goldman Sachs, Blackstone, General Atlantic, and other private equity firms hire them. Generally, their average salary here is $94,303 on an annual basis as of June 27, 2024. 

#5 - Credit Analyst:

These analysts facilitate credit risk management by measuring the creditworthiness of the individual or a firm. They are generally employed by banks, credit card companies, credit rating agencies, and investment companies. A few popular companies hiring people for this designation include CitiGroup, American Express, Barclays, HSBC, and others. In this case, the salary ranges between $52,979 and $65,732, on average, annually.

FEATURES OFFERED

Benefits included for you

What you getValue
1
Basic Accounting Course

2+ hours of video lessons across 18 modules.

$143
2
Accounting for Financial Analysts Course

16+ hours of video lessons across 9 modules.

$368
3
Ratio Analysis Course

5+ hours of video lessons across 10 modules.

$143
4
Financial Modeling Course

13+ hours of video lessons across 11 modules.

$368
5
DCF Modeling Course

10+ hours of video lessons across 7 modules.

$245
6
Trading Valuation Course

4+ hours of video lessons across 11 modules.

$245
Total Value$1512
PAY LESS THAN THOUSANDSWhy pay more? Save big with our bundled courses at the lowest rate, tailored just for you.
$297$151270% OFF

CERTIFICATION

Earn 7 certificates on completion of this Bundle course!

Upon successful completion of the course, one can obtain the equity research certification. In other words, you can download the certificate of completion once you finish this course. That said, you need to pass all MCQ-styled assessments to ensure course completion. Securing the passing marks in the tests demonstrates that your sufficient knowledge of all the concepts covered in the “Equity Research Analyst Training Program.” Note that you will gain unlimited access to the course content, Excel templates, and related resources with 1-year validity. So, there’s no rush to complete the course as quickly as possible. You can take your time and ensure that you develop a comprehensive understanding of all topics.

WHAT SHOULD YOU KNOW?

Prerequisites for Equity Research Course

This course has some minor requirements that one should meet. Let's take a look at them.

This course requires individuals to fulfill certain requirements.  First,  they must have basic knowledge of financial markets, accounting principles, financial statements, and related financial terms. Additionally, the course requires them to have access to MS Excel, any device to view the course content, and a secure internet connection. Fulfilling these requirements before enrolling will ensure that one has a hassle-free learning experience. 

  • Familiarity with financial markets
  • Basic foundation of financial knowledge of financial statements, accounting principles, and related concepts
  • Stable internet connection
  • A laptop, desktop, tablet, or a mobile phone
  • Access to Microsoft Excel software

WHO ARE ELIGIBLE TO LEARN?

Who should attend the Equity Research Course?

Equity research analysts
Investment analysts
Financial analysts
Stockbrokers
Portfolio managers
Investment bankers
Corporate finance professionals
Financial planners
Asset managers
Valuation specialists

FAQS

Frequently Asked Questions