This course is designed to equip learners with the knowledge and skills needed to excel as a research analyst. It covers a broad spectrum of topics, from the fundamentals of the securities market to the in-depth analysis of companies, industries, and macroeconomic factors. Here’s what you’ll learn:

• Research Analyst Fundamentals: Learn the primary roles, responsibilities, and essential qualities of a successful research analyst, including effective client interaction and ethical conduct.
• Securities Market Overview: Gain a solid understanding of the securities market structure, key terminology, market participants, and types of transactions.
• Equity and Debt Market Terminology: Familiarize yourself with crucial terms in the equity and debt markets, along with an overview of different types of bonds.
• Investment Research Basics: Explore the fundamentals of investing, including how to conduct research on businesses and stocks, and the application of fundamental and technical analysis.
• Economic Analysis: Understand basic micro and macroeconomic principles and the impact of various macroeconomic variables and trends on investments.
• Industry Analysis Techniques: Master industry analysis using tools like Porter’s Five Forces, PESTLE Analysis, and the BCG Matrix, along with identifying key industry drivers and regulatory environments.
• Company Analysis – Qualitative and Quantitative: Learn to evaluate business models, pricing power, and management quality, along with financial statement analysis and peer comparison.
• Corporate Actions and Case Studies: Delve into the philosophy of corporate actions like loan restructuring and share swaps, supported by real-world case studies.
• Valuation and Risk Fundamentals: Grasp the differences between price and value, various valuation methods, and how to calculate returns (ROI, ROE) while assessing investment risks.
• Research Report Quality and Regulations: Discover the qualities of a good research report, use a checklist approach, and understand the legal and regulatory environment, including disclosure requirements.