Moody's Certification Program in Investment Analysis
Gain an edge in the financial services sector with this powerful four courses package from Moody’s Analytics - Industry Analysis, Financial Modeling, Equity Valuation, and Investment Note Writing
Course Location:
- 12
- 95 Hours
- Certification
- $799
- $999
- $64T According to McKinsey, about 40% of the world’s capital is managed professionally.
- $3.6B According to recent industry reports, lending attracted $3.6 billion of investment in 2015.
- $20B In 2015, global investment in FinTech companies totaled nearly $20 billion.
with Investment Analysis
- Self Paced
Key Highlights
- 95 Hours of High-Quality e-learning Content
- Continuous support from experts
- Receive 40 CE credit hours as part of the CFA Institute’s ® Approved Provider Program
- 24x7 Course Access for 6 months
- 24x7 support over Email
- Access to Moody’s Online Resource Center with ready-to-use templates, illustrations, etc.
Enter your details
What will you get
- 24x7 Course Access for 6 months
- 95 Hours of High-Quality e-learning Content
- Real-life case studies, practice exercises, and high-quality interactive modules
What will you learn
- Get practical understanding of earnings models
- Full understanding of systematic and firm-specific risks
- Build the ability to construct portfolios of different risk levels
What skills you will build
Chapter 1: Industry Analysis
- Why Industry Analysis for equity research?
- Understanding the five forces framework for industry analysis
- Understanding government action and profit pool for industry analysis
- Understanding SWOT for a company
- Using an industry analysis checklist for gauging the attractiveness of an industry
Chapter 2: Financial Modeling
- Guide to SEC Filings
- Analyzing Financial Statements
- Understanding the Best Practices in Financial Modelling
- GAAP to Non-GAAP Reconciliation
- Restating Income Statement
- Identifying Revenue Drivers
- Identifying Cost Drivers
- Understanding Operating Leverage
- Forecasting Revenue Drivers and Cost Drivers
- Forecasting the Income Statement and the Balance Sheet
- Calibrating Estimates with Consensus
- Using Scenario Analysis
- Debugging of the Financial Models
Chapter 3: Equity Valuation
- Peer Comparison Introduction
- Market Capitalization - Based Multiples
- EV/EBITDA and Industry Specific Multiples
- Practitioner Tips
- Deal Multiples
- Basic Concept of DCF
- Common Errors in DCF
- SoTP Valuation
Chapter 4: Investment Note Writing
- Introduction to Investment Note Writing
- Logical Thinking, Writing, and Presentation
- Sentence Construction, Punctuation, Flow Chart
- Linking Words and Phrases
- Crisp Writing
- Using Effective Headline and Writing in Bullets
Who should do this?
- Business Analysts or people who aspire to be one
- Professionals working in Captive Outsourcing Units
- Individuals employed in KPOs in the financial research space
- Finance Professionals
- Students aspiring for careers in the capital markets
What are the prerequisites?
- Understanding of Accounting & Financial Statements Integration
- Knowledge of Valuation Modeling
- Basic understanding of Microsoft Excel worksheets
- Laptop/Desktop with Windows applications (Excel and PowerPoint)
How is the program structured?
-
- Register for free
- Login to Learning Management System and access the course
- Complete the course through on-demand sessions
- Apply for exam
- Take the exam
- Get the certification
Do I need to have any specific background knowledge to pursue the Master’s Program in Investment Analysis?
Though there is no mandatory prerequisites/eligibility that you need to fulfill to take up this course. However, a basic understanding of Accounting & Financial Statements Integration and Valuation Modeling would be a certain advantage. Besides, you would be benefited by possessing a basic working knowledge of Microsoft Excel.
What is the total duration of the course?
Moody's Investment Analysis comprises of 95 Hours of high-quality course content.
What will I learn from this Investment Analysis Course?
It comprises of four power-packed courses aimed at equipping you with in-depth knowledge on various aspects of investment analysis, Financial Modeling, Equity Valuation, and Investment Note-Writing covering:
- Understanding the five forces framework for industry analysis
- Understanding SWOT for a company
- Using an industry analysis checklist for gauging the attractiveness of an industry
- Guide to SEC Filings; Analyzing Financial Statements
- GAAP to Non-GAAP Reconciliation
- Restating Income Statement
- Identifying & Forecasting Revenue Drivers and Cost Drivers
- Forecasting the Income Statement and the Balance Sheet
- Market Capitalization - Based Multiples
- EV/EBITDA and Industry Specific Multiples
- Basic Concept of DCF,Common Errors in DCF; SoTP Valuation
- Introduction to Investment Note Writing
- Logical Thinking, Writing, and Presentation
- Sentence Construction, Punctuation, Flow Chart
- Linking Words and Phrases; Using Effective Headline and Writing in Bullets
What certificate will I get?
Yes, you will get an Investment Analysis certificate from Moody's Analytics after successful completion of the course.
What if I have more queries?
Call us at +91-8588863954 or send an email to info@clevered.com. We will be glad to assist you.
About Moody's Analytics
Moody's Analytics is a subsidiary of Moody's Corporation, which was established in 2007 to focus on non-rating activities. It provides credible economic research on subjects such as risk, performance and financial modeling as well as consulting, training, and software services. It provides software, advisory services, and research for measuring and managing risk. It also offers credit research and risk measurement solutions, including credit research, data and licensing services, market knowledge, and quantitative insights.
Certificates
You will be awarded an industry-recognized Certificate in Financial Modeling from Moody’s Analytics upon successful completion of the course. If unable to pass the exam, you can schedule again and take a maximum of two free exam retakes.
