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

FinX Logo

Certification Overview

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

Register for a

FREE Masterclass

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 Part – A
  • Fundamental analysis 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 recieve

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. Can I pursue the program alongside my current studies or job?
Qualification
Qualification
Qualification
Qualification
Qualification
Qualification
Qualification