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.

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6000+

Students enrolled

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Average 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

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.

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Case-Based Company Analysis

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

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Red Flag Detection Practice

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

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Concall & Annual Report Notes

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

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End-to-End Equity Report

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

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Case-Based Company Analysis

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

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Red Flag Detection Practice

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

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Concall & Annual Report Notes

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

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End-to-End Equity Report

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

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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.

Plans for everyone

HYBRID BATCH BEST

₹9,000

Perfect for learners seeking live mentorship and structured guidance.


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    3 live classes per week (Wed, Fri, Sat 8:30 PM IST) with 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.

REVIEWS

What Our Learners Say

Their words. Their journeys. Their results.

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It was a brilliant experience. Sir’s way of teaching breaks tough concepts into simple examples. The cohort gave me not just finance knowledge but also mentorship, guidance, and a supportive community. Report-making, live classes, study material, and career insights — everything was superb. Truly life-changing.

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Naman Barjatya

Student TVS

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My life completely changed after joining. Sir’s teaching and guidance gave me clarity on stocks, career goals, and how to work on reports. Even after hectic office hours, I stayed motivated because of the cohort. The report-making assignments, market discussions, and mentorship transformed me into a more disciplined learner

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Mohit Rajani

Student TVS

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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 TVS

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It was a brilliant experience. Sir’s way of teaching breaks tough concepts into simple examples. The cohort gave me not just finance knowledge but also mentorship, guidance, and a supportive community. Report-making, live classes, study material, and career insights — everything was superb. Truly life-changing.

linkedin-icon

Naman Barjatya

Student TVS

stars-icon

My life completely changed after joining. Sir’s teaching and guidance gave me clarity on stocks, career goals, and how to work on reports. Even after hectic office hours, I stayed motivated because of the cohort. The report-making assignments, market discussions, and mentorship transformed me into a more disciplined learner

linkedin-icon

Mohit Rajani

Student TVS

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 TVS

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.

I didn’t receive any email, what should I do?

First, check your spam/promotions folder. Ensure you’ve used the correct and active email ID. If the issue persists, mail us at contact@thevaluationschool.com with a screenshot of your payment confirmation.

Can I access the program on multiple devices?

Access is limited to one device per user for security reasons. Once you log in from a device, it will be locked to that system.

What’s the language of instruction?

Primarily Hindi, with a mix of English for technical terms.

What’s the course duration and session timing?

The course runs for about 2.5-3 months, with each session lasting 1.5 to 2 hours.

What if I miss a live session?

Recordings of the session will be made available within 24–48 hours.

What’s the validity and view limit for this program?

It is 1 year from date of enrollment. Total 2x view limit is there across the cohort duration.
Example: If the cohort has 120 hours of content, you can watch up to 240 hours total—how you use it is up to you.

Will I be preparing anything during the program?

Yes. It’s a 100% practical program. You'll can select a company on your own or any from our curated list and prepare a research report.

What resources will I receive?

All relevant PDFs, slides, research articles, and company data discussed during sessions will be shared via soft copy only.

How do I receive the certificate?

After submitting your company report and receiving feedback, you'll get a certificate of completion.

Do you offer placement or job guarantees?

No guarantees. But we focus heavily on upskilling and profile-building—many of our students land interviews without paying any "success fees."

I’m in 1st or 2nd year of college can I join?

Absolutely! Starting early gives you a strong head start and increases your chances of landing great finance internships.

Can I join if I am from a non-finance background

Yes, definitely! Before you join, we suggest watching our Equity Research Playlist , it’s a great way to learn the basics and build confidence with financial terms.

Do you have a refund policy?

We don’t offer refunds. Please make sure you’re fully committed before enrolling.

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