Equity Research training course is available at Mumbai, India, by Corporate bridge academy. You can browse by learning subjects, classroom locations, or by training schools. Course formats include: classroom, online, live, e-learning, on-site.

1. Corporate Bridge Academy CBA)
Corporate Bridge Academy Presents Computer
Based Comprehensive Program On
“Equity Research”
(Classroom & Online)
Agenda & Modules
Corporate Bridge Academy’s (CBA) Module 1 - Mastering Excel (Classroom)
Benefits Module 2 – Financial Statement
Analysis (Online)
Module 3 – Macroeconomics (online)
 IIT–IIM Faculty from JPMorgan, CLSA India, Goldman, Sachs, Module 4 – Valuations (Classroom)
CRISIL etc.
Module 5 – Trading Comps (Classroom)
 Placement Assistance to the participants by Corporate
Module 6 – Transaction Comps (Class)
Bridge Academy.
Module 7 – Financial Modeling
 Courses grounded in case studies, spread sheets, and (Generic Model – Classroom)
real-life examples.
Module 8 - Financial Modeling
(Asian Paints - Classroom)
 Highly effective Hands-on intuitive training approach. Module 9 – Financial Modeling
(ITC – Online)
 Skilled instructors with years of directly relevant real-
world Experience.
Who should attend?
 Be trained on powerful inbuilt functions in excel that
helps you to save time and work efficiently Investment bankers
Fund managers
Equity analysts
 Get 7 books of Equity Research by the experts from IIT Equity traders
and IIM
Equity sales people
 Get access to various online mock tests, quizzes, question Credit analysts
bank and presentations of all modules absolutely free of Strategists
cost Treasurers
Executive Level Managers
Students

2. Course Highlights
 Learn professional analysis to evaluate historical and current trends of a
company.
 Effectively forecast trends and performance of the firm using analyst’s tool like
horizontal analysis, vertical analysis and ratio analysis.
 Insights to various sophisticated fundamental valuation tools as used by buy
side/sell side analyst and investment Bankers with key focus on DCF, SOP,
DC
Equity and EV Multiples.
 Learn complex financial modeling by identifying and utilizing key business
drivers and integrating them into a three statement forecasting model.
 Learn to efficiently build revenue drivers of a few Sectors.
“ Learning is not compulsory...neither is Survival
W. Edwards Deming
”
Module 1: Mastering Excel (Self Study) Module 2: Financial Statement Analysis
CBA Team Members (Self Study)
 Excel Basics ( Analyst’s Excel Formulae
And functions, VLOOKUP, HLOOKUP,  Ratio Analysis – Liquidity Analysis, Common
CHOOSE)
 Dheeraj Vaidya (IITD, IIML)  Graphs and Charts (Two-axis graphs,
size statements, Internal liquidity analysis,
 D. Balasubramaniam (AIM Band charts – PE, EV/EBITDA, Operating / Risk / Growth Analysis, DuPont
Manila) P/Sales, analysis - Return on equity /, Risk analysis
Ratio charts.
 Gaurav Singh (IITD, IIMC)  Pivot Table  Inventory Valuations
 S. Premananda (IITD, IIMC)  DATA Tables  Depreciation Policies
 K. Kayideni (IITD, IIMA)  Macros  Leases
 Capitalization vs. Expensing
 Bharat Rathi (IIMI)  Income Taxes
 Kavish Sarawgi (IIML)
 40+ faculties from IIT-IIM (Ex- Module 3: Macroeconomics Module 4: Valuations (Classroom)
JP Morgan, Ex-CLSA, Ex- (Self Study)
 Discount cash flows
Goldman Sach, Ex- Morgan
 What is Macro-economic?  Terminal Value (Exit Value, perpetuity
Stanley, Ex- CRISIL etc.)
 Wealth & Management Growth Method)
 Gross Domestic Product  Discount Rate (cost of debit, cost of
 Macro-economic Management Equity, CAMP)
o Inflation  Sensitivity Analysis (TABLE Function)
o Interest Rates  Equity value multiples: P/E, P/CF,
o Commodities P/BV, PEG, Dividend Yield
o Exchange Rate  Asset based valuation, Sum of parts,
 Impact on Equity Markets Mergers and acquisitions
comparables, Replacement cost
method, Qualitative factors in
valuation - management quality

3. Module 5: Trading Comps (Class room) Module 7: Financial Modeling E-learn Equity Research @ your
(Class room) convenience (fees Rs. 7,000 included
 Gathering information
 Choosing appropriate peer group in the classroom training)
 Hands-on working along with the
 Calculating equity value and enterprise Value
(EV) Instructor
Get access to various mock tests in
 Normalizing earnings
 Calculating last twelve months (LTM)  Overview of Financial Modeling
order to analyze your performance.
 Adjusting the enterprise value (EV)
 Excel Best Practices
 Calculating fully diluted shares outstanding Projects will be assigned to all the
(options & convertibles)  Modeling Warm Up
 Equity value multiples: P/E, P/CF, P/BV, PEG, users, which need to be completed in
Dividend Yield  Key Financial Statements
stipulated time.
 Calculating various multiples
 Working Capital Schedule
Download your performance reports
Module 6: Transaction Comps (Class room)
 Depreciation schedule
both in excel and PDF format.
 Gathering information  Amortization Schedule
 Choosing appropriate deals Get 7 books of Equity Research from
 Long term Items (Others) Schedule
 Discuss strategic rationale IIT and IIM
 Regulatory roadblocks/challenges  Building Income Statement
Access to online forums to participate
 Control premiums, synergies  Shareholder’s Equity Schedule
 Calculating equity value and enterprise in the discussion of the particular
 Shares outstanding Schedule
Value(EV)
module.
 Normalizing earnings  Preparing for Debt & Interest
 Calculating last twelve months (LTM)
High quality videos with step by step
 Trouble Shooting
 Checking and interpreting results explanation of the topics.
 Completing the financial Model.
 Other Valuation Approaches
For Students who want to prepare on
 Asset based valuation, Sum of parts,
Replacement cost method, Qualitative factors Module 8: Financial Modeling Asian their own, we provide a complete
in valuation - management Paints - Quick Model (Class room) study package, which includes
Module 9: Financial Modeling ITC - In- (The objective is to make a real quick presentations (for all subjects),
model when we require a quick analysis of
depth Analysis (Self Study) Question Banks (2500 + Online Topic
a company)
(The objective is to do an in-depth analysis of wise Questions)
annual reports, dissecting various segments and  Annual Report Analysis - analyst’s
coming up with most up-to date and correct dissection of the available Mock tests on individual chapters
analysis of the company.)
information
Fees Rs 7,000 (Including Taxes) (which
 Annual Report Analysis - analyst’s dissection
of the available information  Quick method to forecast revenues
is included in the classroom training)
and cost drivers
 Professional revenue segment Projections
(FMCG, Cigarette, Hotel, Agriculture)  Balance Sheet, Income Statement
 Modeling the Cost Drivers for different and Cash Flow adjustments
segments
 Applying DCF Valuation Technique
 Valuations using Sum of Parts, DCF and
Relative Valuation Techniques  Suggesting BUY/SELL for Asian Paints
 Suggesting BUY/SELL for ITC
 100+ page step by step excel handout
 170+ page step by step excel handout guide guide on Asian Paints
on ITC Financial Modeling

4. Contact Us
About Corporate
Corporate Bridge Academy
Bridge Academy
(CBA) Mumbai - 318, A wing, Sagar Tech
Plaza, Sakinaka Junction,Andheri-
Corporate Bridge Academy is a Kurla Road, Andheri (E) Mumbai.
global full-service training firm, 400072.
providing instructor-led training
and e-learning services to
Telephone:
professionals from top investment
92222 87738, 92222 87739,
banks and financial institutions.
92232 33569,
Our training programs have 022 - 3222 5058/ 5062
attracted working professionals
Advisory Team (CBA)
from top notch firms like Corporate Bridge Academy
J.P.Morgan, Citi group, RBS, LIC,
 Dr. T. R. Madan Mohan
Reliance capital, Nomura, ICICI Pune: A-105, 5th floor, Shreenath Plaza
Securities, HDFC Securities, CRISIL Sant dyaneshwar Paduka chowk (Ex Prof. IIM Bangalore &
etc. to name a few. We also Off Ferguson College Road,
Shivaji Nagar, Pune – 411005. Managing Partner,
conduct in-house training for firms
like CLSA India, JP Morgan, Browne & Mohan)
Telephone:
Capvent India etc. Candidates of
 Prof. B. K. Mohanty (IIM
Corporate Bridge have been
92232 33650, 92232 33659
preferred by firms like ICICI Direct, Lucknow)
Share Khan, Adventity, Accenture, Email:
CARE Ratings, KR Choksey, SMC  Prof. A.K. Mishra (IIM
etc. for employment. Corporate training@corporatebridge.net Lucknow)
Bridge has conducted training training@cbacademy.in
programs and seminars at IIM  Prof. Pranay K Swain
Lucknow, IIM Indore, IIT Delhi, IIT Website:
(IIM Calcutta)
Kanpur, MDI Gurgaon, FMS Delhi,
NITIE, NMIMS, BSE etc. and many www.cbacademy.in  Romil Pant (National
more.
Head, Future Capital
Financial Services)
Testimonials
“Excellent material, content and rigor!
Excellent rigor!”
Bimal, ICICI Bank (IIT Delhi, IIM Calcutta)
“You have taken the team to the 'bridge' that they needed to cross and have
showed them how”
Souba, Capvent Private Equity India

5. www.cbacademy.in
Registration – Equity Research
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Corporate Bridge Training reserves Participants, who cancel or don't Corporate Bridge handouts, PPT’s,
the right to alter any part of the attend, are liable to pay the full course Tests, Excel Worksheets or any other
published programme or faculty. In fee and no refund will be given. Also, material for training must not be
the event of course cancellation by the fee cannot be transferred to any duplicated or reproduced in any form.
Corporate Bridge due to unforeseen other batch No part may be stored in any retrieval
circumstances, Corporate Bridge limits system. It must not be transmitted by
its liabilities to refunding the tuition Smoking, drinking, eating, chewing any means, whether photocopying or
fee of the course. gum etc. is strictly prohibited inside recording, electronic or mechanical
the campus. The institute reserves the without the prior written permission
Fee includes tuition and right to expel a student on account of of Corporate Bridge Academy. Making
documentation. Delegates are indiscipline or misconduct. copies of any portion for any purpose
responsible for their own flights and other than your own is a violation of
accommodation. An invoice will be Indian copyright laws.
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