FinXpert

Equity & Financial Modelling

Transform data into insight. Master valuation, forecasting, and modelling to create reports that speak the language of finance to create rofessional-grade reports and dashboards that impress recruiters and decision-makers alike.

Soft Skills & Boardroom
Readiness

Real-World Case Studies &
Capstone Project

60 Hours of Live
Interactive Training

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Certification Overview

  • Learn Company Valuation (DCF, Comparables, Precedents)
  • Understanding Financial Statement Analysis, Forecasting & Modelling
  • Ananlyse Scenario & Sensitivity Analysis
  • Create Professional Reports & Dashboard

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Program Benefits

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
  • Equity Analysis
  • Equity Valuation Principles
  • Using Equity Derivatives in Fund Management
  • Performance Evaluation
  • Passive Investing
  • Factor Investing
  • Investor Psychology: Managing client expectations
  • Sales pitch and objection handling
  • Financial Modelling
  • Fundamental Analysis
  • Importance of Management and Time value of money
  • Risk and Return, Understand the line-items in reported financials
  • Financial Statement Analysis and use of Excel
  • Valuation Discounted Cash Flow (DCF)
  • Financial Modelling Project

Certification you will receive

Upon successful completion of the Equity & Financial Modelling — including an industry internship — you’ll earn credentials that strengthen your professional profile, enhance your credibility, and fast-track your career growth in financial services.

These certifications strengthen your profile, enhance your credibility, and accelerate your career growth in BFSI and allied sectors.

FACULTY

Nikunj Sharma
Corporate trainer, Published author & Motivational Speaker with over 27 years of experience in business development, investments & sales training.

Sankha Mukherjee
CFP, Corporate trainer with over 20 years experience in Equity investing & trading

FAQ

1. Who should take this course?
  • Aspiring equity analysts, finance professionals, investment bankers, portfolio managers, and students interested in finance.
  • Anyone looking to develop strong analytical and modeling skills for equity research or corporate finance.
  • Basic knowledge of accounting and finance is recommended.
  • Familiarity with Excel or Google Sheets is helpful but not mandatory.
  • Fundamental analysis of equities.
  • Financial statement analysis and interpretation.
  • Building detailed financial models (DCF, projections, valuations).
  • Forecasting revenue, expenses, and cash flows.
  • Equity valuation techniques and scenario analysis.
  • The course is highly practical with live case studies, hands-on Excel exercises, and real-company financial modelling.
  • Participants will build at least one complete financial model from scratch.

Microsoft Excel and our in-house Financial Modelling tools

  • Absolutely. Skills learned in financial modelling and equity analysis are highly valued by investment firms, banks, and corporate finance teams.
  • It strengthens your profile for roles like Equity Analyst, Investment Analyst, Research Associate, or Finance Manager.

No coding is required. Excel is the primary tool.

  • Focus on real-life case studies and company analysis.
  • Step-by-step approach from financial statements to complete valuation models.
  • Emphasis on decision-making insights, not just number-crunching.

Assessment Tests, Assignments, financial modelling projects, quizzes, and possibly a final project (building a full financial model).

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