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
Available on: Classroom + Online
  • $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.
Getting Started

with Investment Analysis

  • Self Paced
Moody-s-Analytics-Certifications-Training
  • $799
  • $999
  • 20% OFF
12
  • 95 Hours
  • Certification
Investment analysis can help determine how an investment is likely to perform and how suitable is it for a given investor.
Investment analysis can also involve evaluating an overall investment strategy, thought process, need analysis, impact on portfolio's performance, and related corrections.

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

Financial Modeling FInancial Analytics Investment Analysis Company Valuation
  • 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
  • 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
  • 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
  • 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
  • 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

 

  • Understanding of Accounting & Financial Statements Integration
  • Knowledge of Valuation Modeling
  • Basic understanding of Microsoft Excel worksheets
  • Laptop/Desktop with Windows applications (Excel and PowerPoint)
    • 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

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.

 

Moody's Investment Analysis comprises of 95 Hours of high-quality course content.

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

Yes, you will get an Investment Analysis certificate from Moody's Analytics after successful completion of the course.

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.

Recommended Courses

  • /media/

    Financial Management Moody’s Financial & Valuation Modeling Certification Course

    None

    • None
    • None

    Financial Management Moody’s Financial & Valuation Modeling Certification Course

    None

    Know more

    Schedule time with counsellor
  • /media/

    Data Science Specialist Data Science Foundation Program

    Build Data Science skills with a mix of in-person training and online training

    • 18
    • 40 Hours

    Data Science Specialist Data Science Foundation Program

    Build Data Science skills with a mix of in-person training and online training

    Batch start dates

    Schedule time with counsellor
  • /media/

    Data Science Specialist Machine Learning & AI Bootcamp

    Foundation program in Machine learning, Deep learning & Artificial Intelligence

    • None
    • 2 Months

    Data Science Specialist Machine Learning & AI Bootcamp

    Foundation program in Machine learning, Deep learning & Artificial Intelligence

    Batch start dates

    Schedule time with counsellor
  • /media/

    Data Science Specialist Machine Learning & AI Hybrid Program

    Foundation program in Machine learning, Deep learning & Artificial Intelligence

    • 18
    • 40 Hours

    Data Science Specialist Machine Learning & AI Hybrid Program

    Foundation program in Machine learning, Deep learning & Artificial Intelligence

    Know more

    Schedule time with counsellor
  • /media/

    Analytics for Managers New Analytics Translator Program

    Build the skills required for a business manager to leverage analytics

    • 7
    • 20 Hours

    Analytics for Managers Analytics Translator Program

    Build the skills required for a business manager to leverage analytics

    Batch start dates

    Schedule time with counsellor

Success Stories

Data Science Enlightenment! It was a 3 days boot camp session which made data science to make real business sense. Well organized with preparation material and strong study after program. Jaydeep delivers a unique learning experience, making attendees to forget breaks. Amazing presentation of a scientific subject not only for professionals, but for students as well.

GEORGIOS KARAKYRIAKOS

SENIOR MANAGER B2B CREDIT
Qatar
GEORGIOSKARAKYRIAKOS

The training was really good, the instructor took a lot of interest in delivering training with passion and was interested in making us learn which is rare. He made training sessions very interactive so that we could ask questions and clear our doubts completely. Nevertheless, attending this training proves to be the done thing from a career perspective. It gives an exquisite turn to my career. Thanks a lot!

Aarushi Nudurupati

Data Analyst at KPMG
Dubai
aayushi

The trainer elaborated every essential topic of Data Science with R and offered mentorship for industry based projects which are now helping me in handling projects in my organization. I am really happy to explore the statistics in Data Science with R and learned to implement the skill tactfully at the workplace.

Gigi Babu

Senior Integration & Digital Specialist at Mashreq Bank
Dubai
ss-gigi-babu

I wanted to utilize agile methods in all of my internal work, sought the opportunity to align practical knowledge with industry knowledge to enable my role and learn from expert information. Program offered by Clevered was instrumental in helping me do the same. The content and application to access the course material were fantastic! The present format was clear and simple to follow along with time to go back and dig deeper into content.

Robert Bullock

Delivery Head for IT Services at Standard Chartered Bank
Singapore
RobertBullock

The Data Science course is taught with extraordinary passion. The course is very informative and provides you all the knowledge needed to get started with Data Science and R. Moreover, the limelight of the training is project based practice sets which give a live experience of dealing with real-time situations. This training proves to be a milestone in anyone’s career! Superb Job!

Mohammad Riyaz Ahsan

Solution Delivery Manager at Emirates Airline
Dubai
Muhhad_Riyaz

I attended Data science Bootcamp in Qatar. Thanks to this course, I learned the fundamentals of Data science and R programming language. The course is rich in content, and Jaydeep delivery makes it fun and easy to understand. Most importantly, this course opened my appetite to dig in more and expand my knowledge in this promising and growing field.

Mohamed Amine Essoufi

Market research Consultant at Nielsen Consultancy
Qatar
MohamedAmineEssoufi

Success Stories

  • GEORGIOSKARAKYRIAKOS

    Data Science Enlightenment! It was a 3 days boot camp session which made data science to make real business sense. Well organized with preparation material and strong study after program. Jaydeep delivers a unique learning experience, making attendees to forget breaks. Amazing presentation of a scientific subject not only for professionals, but for students as well.

    GEORGIOS KARAKYRIAKOS

    SENIOR MANAGER B2B CREDIT
    Qatar
  • Aarushi nadurpati

    The training was really good, the instructor took a lot of interest in delivering training with passion and was interested in making us learn which is rare. He made training sessions very interactive so that we could ask questions and clear our doubts completely. Nevertheless, attending this training proves to be the done thing from a career perspective. It gives an exquisite turn to my career. Thanks a lot!

    Aarushi Nudurupati

    Data Analyst at KPMG
    Dubai