FinXpert

Equity & Financial
Modelling

Joint Certification by FinX and PwC Academy

Certification Highlights

  • Learn to Analyze and evaluate financial data in a practical, structured way.

  • Understand how professionals analyze and select stocks.

  • Understand techniques for equity research,
    portfolio management, and financial forecasting.

  • Using tools to make data-driven, informed
    investment decisions.

Skilling That Sets You Apart

FinX blends practical pedagogy, expert-led training, and modern learning tools to deliver an immersive, flexible skilling experience – anytime, anywhere.

Case Study Based for real company models & analysis

Master Class by industry expert

100% placement assistance

Capstone Project to create your own research report

Soft Skills & Presentation Workshops

Industry-Ready Curriculum for Career Success

  • The Case for Equity Investing
  • Wealth Creation using Equity (Core Principles)
  • Lessons from the Masters
  • Market Intelligence and Equity Returns
  • Basics of Fundamental Analysis
  • Introduction to Equity Derivatives
  • Selection of Equity funds
  • Evaluation of Equity funds
  • Behavioural Bias in equity investing
  1. Equity Analysis
  2. Equity Valuation Principles
  3. Using Equity Derivatives in Fund Management
  4. Performance Evaluation
  5. Passive Investing
  6. Factor Investing
  7. Investor Psychology: Managing client expectations
  8. Sales pitch and objection handling
  1. Financial Modelling Part – A
  2. Fundamental analysis fundamental Analysis
  3. Importance of Management and Time value of money
  4. Risk and Return, Understand the line-items in reported financials
  5. Financial Statement Analysis and use of Excel
  6. Valuation Discounted Cash Flow (DCF)
  7. Financial Modelling Project

Career Prospects After Equity & Financial Modelling Obtaining The Certification

  1. Financial Analyst
  2. Equity Research Analyst/
    Associate
  3. Investment Banking Analyst
  4. Credit Analyst
  5. Financial Planning & Analysis
  6. Relationship Manager
  7. Financial Planner
Qualification
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