ACCREDITED FINANCIAL ANALYST (AFA © )

COURSE DESCRIPTION

The Accredited Financial Analyst® Certificate Program is designed to develop the skills required by Financial Analysts, Research Analyst and Equity Analysts to execute critical functions related to Financial Statement Analysis, Corporate Finance, Equity Research, Investment Analysis and Financial Modelling.  The AFA® Certification Program provides the broad-based knowledge professionals and students of the markets need to manage money and maximize return. The Program equips students with cutting edge skills in financial analysis and equity research taking the students through a deep value fundamental research process that results in the creation of independent equity research reports and innovative financial models. The AFA provides an educational challenge that builds on relevant, real-world fundamental investment knowledge to educate, train and develop the next generation of top notch finance talent.


CERTIFICATION AWARDED

On successful completion of the program, you would be awarded the professional certification inACCREDITED FINANCIAL ANALYST” by AAFM and EduEdgePro.

 Fast Facts

 Certified by :
 American Academy of Financial Management and  EduEdgePro

 Broad Coverage:
  • Introduction
  • Macroeconomics
  • Financial Statement Analysis
  • MS Excel
  • Financial Modelling
  • Valuation
  • Trading Comparables
  • Transaction Comparables
  • LBO Modelling
  • Investment Banking
  • Equity Research
  • Credit Research

Mode of Delivery

Price

Duration
Offline Training
(Classroom)

Rs. 40,000 plus
taxes

100 Hours


E-Learning


Rs. 10,000 plus
taxes

50 Hours


Customized In-house
Group Training
Contact us


Customized



COURSE COLLATERALS AND HIGHLIGHTS

  •  Understand financial statements, and use them to evaluate the strength of organizations.
  •  Sift through information to identify what is most relevant.
  •  Applying sophisticated analytical methods
  • Framing an idea and formulating a hypothesis
  • Develop models to estimate the fundamental value of a firm.
  • Apply concepts of accounting, economics, statistics, and psychology.
  • Make extensive use of modeling tools such as excel in creating financial models
  • Write professional research reports
  • Advise and analyze investments


COURSE OBJECTIVES

  •  Interpret the effect of Global & Local Economic Environment on Financial Markets and Investments.
  •  Forecast the impact of government economic policies on a business.
  •  Analyze Financial Statements to find out the Financial Strengths and Weakness of a company using the various tools of Analysis.
  •  Monitor and control corporate exposure to financial and operational risks.
  • Apply basic statistical methods in solving financial problems.
  • Use statistical methods for the analysis of quantitative data and their application in a range of Financial Analysis Techniques.
  • Use and develop spread-sheet based Financial Modelling solutions to financial problems


WHO SHOULD ATTEND

This course is aimed at those who wish to explore the more advanced aspects of Mergers and Acquisition, Private Equity and Venture Capital to build a career in the below areas:

  • Financial Analysts/Associates
  • Research Analysts
  • Portfolio Managers
  • Wealth Managers
  • Private Bankers
  • Relationship Managers
  • Financial Advisors
  • Financial Strategists
  • Derivatives Strategist






DETAILED CURRICULUM

Section 1 - Foundational Level

This Level covers the essentials related to

Equity Research Overview

  • Financial Markets and Asset Classes
  • Quantitative Techniques and Methods as applied to Finance
  • Financial Statement Analysis
  • Corporate Finance, Capital Budgeting and Working Capital
  • Fixed Income Security Analysis

Introduction to Financial Markets:

  • Global and Indian Financial System
  • The International Financial Institutions
  • Types of Financial Markets within the Global Financial System
  • The International Capital Markets
  • Foreign Exchange Markets
  • Introduction to Macro Economics
  • Inflation and Interest Rates
  • National Income Accounting
  • Government and Fiscal Policy
  • Money and Monetary Policy
  • The External Sector
  • The Balance of Payments
  • International Regulatory Framework
  • Indian Regulatory Framework
  • The Future of the Global Financial System

Quantitative Techniques and Methods:

  • Time Value of Money
  • An Introduction to Statistics
  • Probability Concepts
  • Decision Tree
  • Measures of Central Tendency
  • Measures of Central Dispersion
  • Correlation and Regression
  • Index Numbers
  • Normal Distribution
  • Sampling and Estimation
  • Hypothesis Testing

Financial Statement Analysis:

  • Introduction to Financial Statement Analysis
  • Types of Financial Statement
  • Tools of Analysis Of Financial Statements
  • Comparative financial statements
  • Understanding Income Statements
  • Uses and Analysis of the Balance Sheet
  • Cash Flow Analysis
  • Inventory
  • Long Lived Assets
  • Analysis of Income Tax
  • Financial Reporting Mechanisms
  • Applications of Financial Statement Analysis-Case Studies

Corporate Finance:

  • Introduction to Corporate Finance
  • Capital Budgeting in Corporate Finance
  • Cost of Capital
  • Working Capital
  • Capital Structure
  • Leverage
  • Dividend Policy
  • Mergers and Acquisitions
  • Corporate Governance

Fixed Income Security Analysis:

  • Overview of Fixed Income Securities
  • Fixed Income Valuation
  • Duration and Convexity
  • Embedded Options
  • Asset Backed Securities and Mortgage Backed Securities
  • Credit Derivatives & Collateral Debt Obligations (CDO)
  • Fixed Income Portfolio Management

Section 2 - Advanced Level

This Level covers the advanced concepts related to

  • Equity Analysis
  • Derivatives Instruments and Markets
  • Portfolio Management Strategies
  • Alternative Investments
  • Behavioral Finance and Applications
  • Advanced Financial Analysis

Equity Analysis:

  • Equity Markets and Structures
  • Fundamental Analysis
  • Industry Analysis
  • Company Analysis
  • Models of Equity Valuation
  • Technical Analysis
  • Type of Charts
  • Technical Indicators
  • Theories of Technical Analysis
  • Financial Analyst Perspective

Derivative and Alternate Investment:

  • Derivatives-Options and Swaps
  • Alternate Assets
  • Hedge Funds
  • Commodities and Managed Futures
  • Private Equity
  • Credit Derivatives
  • Structured Products
  • Alternatives and Risk Mitigation
  • Alternate Assets in India

Portfolio Management Strategies:

  • Introduction to Portfolio Management
  • Investment Risk
  • Measures of Risk
  • Managing Risk through Diversification
  • Asset Pricing Models
  • Asset Allocation
  • Equity Portfolio Management Strategies
  • Fixed Income Portfolio Management
  • Rebalancing Strategies
  • Asset Liability Management of Individual Investors
  • Drafting of Investment Policy Statement

Behavioural Finance:

  • Introduction to Behavioral Finance
  • Heuristics and Biases
  • Anomalies - Economic Behavior
  • Anomalies - Market Prices & Returns
  • Group Behavior
  • Investment Style and Behavioral Finance

Advanced Financial Analysis:

  • Fundamental of Modelling
  • Tools of Financial Modelling
  • Data Summarize & Formatting
  • Risk & Return Modelling Valuation Modelling

MODES OF DELIVERY

  • CLASSROOM TRAINING
  • E-LEARNING
  • CUSTOMISED IN-HOUSE TRAINING FOR A GROUP

Let us bring our classes to you! Our in-house training are ideal for groups of 10 or more people. We can provide Off-the-shelf training in the form of our classic courses, or we can provide bespoke training, tailored to your organisational goals and objectives. Please contact us for further details

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