Fundamental Equity Analysis Program – Curriculum

Curriculum Overview

The curriculum provides a structured study of financial analysis, valuation and equity evaluation. Instruction emphasizes long term fundamentals, competitive dynamics and intrinsic value principles.

Module Structure

The curriculum is delivered online through twelve modules with lectures, readings, analytical tasks and written case evaluation.

Modules

Module 1.

  • Introduction to Fundamental Equity Analysis
  • Market structure
  • Investor roles
  • Economic context
  • Investment frameworks
Module 2.

  • Financial Statement Analysis
  • Income statement
  • Balance sheet
  • Cash flow statement
  • Quality assessment
Module 3.

  • Revenue and Cost Structure Evaluation
  • Drivers of revenue
  • Cost behavior
  • Operating leverage
  • Forecast implications
Module 4.

  • Intrinsic Value Principles
  • Value drivers
  • Discounting principles
  • Model design
  • Scenario review
Module 5.

  • DCF Modeling
  • Cash flow construction
  • Assumption design
  • Sensitivity evaluation
  • Outcome interpretation
Module 6.

  • Comparative and Sector Analysis
  • Peer groups
  • Competitive forces
  • Industry structure
  • Market considerations
Module 7.

  • Earnings Quality and Accounting Considerations
  • Accrual analysis
  • Management incentives
  • Adjustments
  • Evidence review
Module 8.

  • Competitive Strategy Evaluation
  • Competitive advantages
  • Industry positioning
  • Durability assessment
  • Case considerations
Module 9.

  • Risk Evaluation
  • Market risk
  • Business risk
  • Valuation risk
  • Portfolio implications
Module 10.

  • Portfolio Construction Considerations
  • Position sizing
  • Diversification
  • Holding period considerations
  • Monitoring
Module 11.

  • Equity Case Studies
  • Company evaluation
  • Model construction
  • Competitive review
  • Outcome scenarios
Module 12.

  • Integrated Analysis Project
  • Complete financial model
  • Valuation framework
  • Written analysis
  • Final assessment
Assessment

Assessment includes financial modeling assignments, written analytical work and a final integrated company evaluation.

Learning Outcomes

Participants completing the curriculum will be able to:

  • Perform structured financial and competitive analysis
  • Construct intrinsic value models
  • Evaluate company quality and performance drivers
  • Assess risk and scenario outcomes
  • Develop evidence based equity conclusions