Master Equity
Research
Learn to analyse public companies, build investment theses, and write professional research reports — using the same frameworks applied by buy-side and sell-side analysts at top investment firms. Live, practitioner-led training with real company data.
300+
COMPANIES COVERED BY ALUMNI
4–6
WEEKS TO COMPLETE
97%
SATISFACTION RATE
7
YEARS INDUSTRY EXP.
ABOUT THIS SERVICE
More Than Stock Picking
Equity research is the disciplined process of discovering undervalued opportunities and communicating actionable investment ideas. This program teaches you to think like a professional analyst — building rigorous financial models, conducting industry deep-dives, and writing clear, compelling research notes.
Delivered by a CFA Charterholder with 7 years of experience across sell-side equity research, buy-side fund management, and investment analysis, each session is built around live company analysis using real SEC filings, earnings calls, and market data. You won’t just follow templates — you’ll develop your own investment process.
Fully customised to your sector, investment style, and career goals
Live sessions with screen-share, Q&A, and full recording access
Research report templates, financial models, and case studies included
Certificate of Completion recognised by employers and shareable on LinkedIn
SKILLS COVERED
What You'll Be Proficient In
Financial Statement Analysis
95%
Valuation for Public Companies
90%
Investment Thesis Development
85%
Research Report Writing
80%
10+
LIVE SESSIONS
20+
RESEARCH TEMPLATES
6
CASE STUDIES
1:1
COACHING OPTION
WHAT YOU’LL LEARN
Full Curriculum Breakdown
Six core modules, each building on the last — from understanding financial statements to publishing professional research reports.
MODULE 01
Foundations of Equity Research
Understand the role of sell-side vs. buy-side research, the regulatory environment, and how professional analysts generate ideas.
- Sell-side vs. buy-side: incentives, outputs, and career paths
- The research process: idea generation to publication
- Regulatory framework: Reg FD, MiFID II, and compliance basics
- Understanding broker research reports and consensus estimates
MODULE 02
Financial Statement Analysis
Master the art of dissecting 10-Ks, 10-Qs, and earnings releases to identify trends, risks, and opportunities.
- Income statement: revenue quality, margins, and non-recurring items
- Balance sheet: liquidity, solvency, and capital structure
- Cash flow statement: operating cash flow, capex, and free cash flow
- Ratio analysis and DuPont framework
MODULE 03
Valuation for Equity Research
Apply the most relevant valuation methodologies for public company analysis.
- DCF valuation with market-consistent assumptions
- Comparable company analysis (trading comps)
- Precedent transactions (M&A comps)
- Dividend discount model (DDM) and residual income
MODULE 04
Building the Investment Thesis
Learn to synthesize financial analysis, industry dynamics, and valuation into a compelling long or short thesis.
- Identifying catalysts and key value drivers
- Bull case vs. bear case scenario analysis
- Understanding competitive positioning (moats)
- Earnings quality and red flags
MODULE 05
Industry & Competitive Analysis
Develop frameworks for analysing any sector — from macro trends to company-specific positioning.
- Porter’s Five Forces and industry structure
- Supply chain and pricing power analysis
- Regulatory and ESG considerations
- Building a sector dashboard of key KPIs
MODULE 06
Research Report Writing & Presentation
Write professional, actionable research notes that communicate your thesis clearly and persuasively.
- Structure of a research report: executive summary, investment case, valuation, risks
- Writing for different audiences: institutional vs. retail
- Presenting to an investment committee
- Updating research: earnings reactions and model maintenance
IDEAL CANDIDATES
Who Is This Program For?
This program is designed for professionals who want to analyse public companies and communicate investment ideas with confidence.
Aspiring Sell-Side Analysts
Prepare for roles at investment banks, brokerages, and independent research firms.
Buy-Side Investment Professionals
Strengthen your research process for long-only funds, hedge funds, and family offices.
Portfolio Managers & Associates
Build better investment theses and communicate them effectively to investment committees.
MBA & Finance Students
Build a portfolio of research reports for recruitment into investment roles.
HOW IT WORKS
Your Journey from Enrolment to Mastery
Needs Assessment
Custom Curriculum
Live Sessions
Practice & Feedback
Certificate & Support
DELIVERY OPTIONS
Choose Your Learning Format
Every format covers the same rigorous curriculum — the difference is how and when you learn.
1:1 Private
Coaching
The fastest way to master equity research. Fully customised sessions focused on exactly the sectors and companies you want to cover in your career.
- 2–3 sessions per week, 90 minutes each
- Curriculum built around your target companies
- All session recordings provided within 24 hours
- Direct Slack/WhatsApp access to instructor
- LinkedIn certificate upon completion
Group
Training
Ideal for teams of 4–20. Delivered as a focused intensive over 2–5 days, on-site or virtually, using your firm’s own research process.
- Fully customised to your team’s sector coverage
- Interactive exercises using your actual investment universe
- Pre-training skills assessment for all participants
- Post-program skills measurement report
- Certificates issued to all graduates
Self-Paced
Online
Pre-recorded video lessons with downloadable research templates, assignments, and a final assessment — available 24/7 from anywhere.
- 40+ video lessons across 6 modules
- Downloadable exercise files for every topic
- Graded assignments with written feedback
- Community Q&A forum with instructor
- 12 months access after enrolment
SOFTWARE & TOOLS
Tools You'll Master
No expensive terminal subscriptions required. You’ll learn to research companies using freely available data sources and professional templates.
Excel
FINANCIAL MODELLING
SEC EDGAR
COMPANY FILINGS
Earnings Call Transcripts
MGMT COMMENTARY
Yahoo / Google Finance
MARKET DATA
PowerPoint
OUTPUT
Bloomberg / CapIQ
OPTIONAL DATA
Ready to Research Companies
Like a Professional Analyst?
Book a free 30-minute discovery call and we’ll design a program that maps exactly to your career goals, target sectors, and current skill level.