Company Fundamentals and Earnings Analysis – Curriculum
Curriculum Orientation
The curriculum develops institutional approaches to analyzing company fundamentals and earnings information. Instruction focuses on how professional market participants interpret financial statements, earnings reports, and corporate disclosures to understand business quality, economic drivers, and market expectations.
The course is designed for individuals seeking to move beyond surface level earnings reactions and develop structured, professional grade interpretation of fundamental information as input to trading and risk decisions.
Curriculum Structure
The curriculum is delivered online through a structured sequence of six modules. Modules progress from foundational business and financial concepts to applied earnings interpretation and integration with market context. The course establishes analytical foundations without overlapping with full equity valuation programs or subsequent coursework in risk management.
Curriculum Modules
Module 1
- Institutional perspective on company fundamentals
- Business models and sources of economic value
- How professionals frame fundamental analysis
- Common retail misunderstandings of fundamentals
Module 2
- Core financial statements and their relationships
- Income statement, balance sheet, and cash flow linkage
- Quality of earnings considerations
- Identifying structural strengths and weaknesses
Module 3
- Earnings reports and corporate disclosures
- Revenue, margins, and cost structure analysis
- Guidance, revisions, and management commentary
- Separating information from narrative
Module 4
- Market expectations versus reported results
- Earnings surprises and price response
- Contextual interpretation of earnings reactions
- Avoiding headline driven trading decisions
Module 5
- Fundamentals as trade context
- Aligning earnings information with market structure
- Time horizon considerations in earnings driven trades
- Integrating fundamentals into trade hypotheses
Module 6
- Institutional mindset in fundamental interpretation
- Process driven earnings analysis
- Distinguishing analytical quality from market outcomes
- Preparation for risk management and position construction coursework
Assessment Orientation
Evaluation is based on structured fundamental analysis exercises and written interpretation of earnings scenarios. Assessment emphasizes analytical reasoning, contextual awareness, and disciplined interpretation rather than directional market outcomes.
Capability Outcomes
Participants completing the curriculum develop the ability to:
- Interpret company fundamentals using institutional frameworks
- Analyze earnings reports beyond headline numbers
- Understand how fundamentals influence market behavior
- Incorporate earnings and financial information into trade hypotheses
- Prepare for advanced study in risk management and position construction