The Company Fundamentals and Earnings Analysis course is a foundational institutional course maintained by the Vanward Institute for Advanced Investment Studies.
The course develops the ability to analyze companies through the lens of fundamentals and earnings as professional market participants do. Instruction focuses on interpreting financial statements, earnings reports, and corporate disclosures in order to understand business quality, economic drivers, and market expectations.
The course bridges market analysis and risk management by teaching participants how fundamentals and earnings information inform trade context, timing, and risk definition without overlapping with full equity valuation programs.
Course Scope
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Course Focus
The course develops institutional discipline in interpreting company fundamentals and earnings information.
Course focus areas include:
- Business models and economic drivers
- Core financial statements and relationships
- Earnings reports and guidance interpretation
- Market expectations versus reported results
- Fundamentals as context for trading decisions
- Distinction between professional earnings analysis and retail reactions
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Learning Outcomes
Upon completion, participants are able to:
- Interpret company financial statements with institutional context
- Analyze earnings reports beyond headline numbers
- Understand how fundamentals influence price behavior
- Incorporate earnings and fundamentals into trade hypotheses
- Prepare for advanced study in risk management and position construction
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Structure and Duration
The course follows a structured online format with a target completion period of four to six weeks.
Participants progress through defined modules at their own pace within the Institute’s academic framework.
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Assessment
Assessment is based on structured fundamental analysis exercises and written interpretation of earnings scenarios. Evaluation emphasizes analytical reasoning, context awareness, and disciplined interpretation rather than directional market outcomes.
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Tuition
Tuition for the course is 799 USD.
Enrollment is confirmed upon receipt of tuition payment.
Intended Participants
The course is intended for individuals who:
- Have trading experience and seek fundamental context
- Want to understand earnings beyond surface level reactions
- Seek institutional frameworks for interpreting company information
- Plan to continue into risk management and portfolio coursework
Enrollment
Enroll in the Company Fundamentals and Earnings Analysis course.
Enrollment is processed on a rolling basis.
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All information submitted is used solely for enrollment purposes.
The Institute does not share participant data with external parties.
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