COURSE CURRICULUM OF CERTIFICATE COURSE ON

FUNDAMENTAL AND TECHNICAL ANALYSIS OF STOCKS

INCLUDING EQUITY RESEARCH.

PART 1 - Fundamental Analysis ( Minimum 12 hours- 4 Modules )

Introduction to Equity Research

Valuing Investments - Investment Management Approach , Asset Classes,

Investments, Equities , Compounding and Discounting,Alternative Methods ,
Management Quality,Portfolio Sizing, Diversification v Concentration.

Behavioural Finance Introduction ,heuristics and biases,types of heuristics and

biases.

Introduction to Value Investing -Basic Principles, value investing, types of

investors,market fluctuations,Intrinsic value and Margin of Safety .

PART 2 - Fundamental Analysis ( Up to 24 hours - 8 Modules -

including Live Sessions/ Case Studies )

Economy and Industry Analysis - Equity Research Perspective ( 3 hours )

Company Analysis - Stock Selection and Fundamental Concepts of Valuations

for Equity Research with Live Examples and Case studies ( 9 hours )

Company Analysis - Financial Modelling , Risk and Returns - Basic Principles

with Live Examples and Case Studies ( 9 hours )

Financial Markets - Equity Research Perspective -Others (including

Derivatives, Trading Strategies and Strategies , Techno - Fundamental Analysis
with Algos , etc ) , Relevant Regulations , Accounting and Tax Issues ( 3 hours
) - Just brief passing reference as there are separate certificate courses in
Derivatives , Financial Market & Securities Laws etc
PART 3 Technical Analysis ( Up to 18 hours - 6 modules including Live
sessions / Case Studies )

Introduction to Technical Analysis , Dow Theory, Markets ( 3 hours )

Important Reversal and Continuation Patterns ,Gaps ,Trend lines ,Channels

,Volumes ( 3 hours )

Moving Averages , Momentum Indicators, Trading Methods and Systems,

Fibonacci, Gann ( 3 hours)
Japanese Candlesticks ( 3 hours )

Investment and Trading Strategies, Techno Fundamental Analysis , Live

Technical Session with Examples / Case Studies, Software, Algos , Elliot
Wave etc ( 6 hours )

PART 4
PROJECT WORK

- Visit to Broker firm, Visit to Company , attending management conference

call
- Preparing Financial Model
- Determining Company's Valuation
- Preparing Research Reports - Reports on Sectors , Company's , Technical and
Derivative Analysis