Equity Research Course
Equity Research Course
Couldn't load pickup availability

Course Description
Boost your ongoing skill set and financial knowledge with our online course for equity research training involving basic accounting methods, financial modeling, and forecast of a company's performance. Learn different Excel tricks and tips via case studies and templates that help you perform financial valuation and ratio analysis quickly. Also, gain analytical and presentation skills, which further ease work for you as a financial analyst. Lastly, with a strategic thinking mindset make informed investment decisions on vital projects.
Why This Course Is Perfect For You
-
🕒 Course Access Within 12 Hours
You’ll get full course access on your email within 12 hours of purchase.
-
📚 100% Self-Paced Learning
Learn at your own schedule – no deadlines or fixed classes.
-
📆 1-Year Unlimited Access
Enjoy unlimited access of all lessons, materials, and content for a full year.
Unlock Premium Course Benefits Worth $4,080!
-
Basic Accounting Course (2+ hours)
Master accounting fundamentals
-
Accounting for Financial Analysts Course (16+ hours)
Build expert-level accounting skills
-
Ratio Analysis Course (5+ hours)
of Live Instructor-Led Sessions
-
Financial Modeling Course (13+ hours)
Create financial models for strategic decision-making
-
DCF Modeling Course (10+ hours)
Learn company valuation techniques
-
Trading Valuation Course (4+ hours)
Evaluate investments using trading comps
-
7 industry-recognized certificates on course completion
-
Step-by-step case studies for hands-on learning
Key Features & Highlights
-
Comprehensive Equity Research Training
Learn financial modeling, valuation & company analysis.
-
52+ Hours
Self-paced video tutorials with real-world case studies.
-
7 Premium Courses
Accounting, financial analysis, DCF modeling, ratio analysis, and more.
-
1-Year Unlimited Access
Learn at your convenience.
-
Hands-on Excel Training
Master financial modeling and valuation techniques.
-
Certification of Completion
Boost your resume &career prospects.

PURSUE YOUR DREAM CAREER
Top Companies That Hire Professionals With Finance Certifications

Learn Directly From The Industry Expert!
Dheeraj Vaidya, CFA, FRM, is the Co-Founder & Course Director of WallStreetMojo. A former Equity Analyst at J.P. Morgan and CLSA, he brings deep expertise in financial modeling, forecasting, and valuations. With nearly two decades of experience, he has trained over 100,000 students and professionals in investment banking, private equity, accounting, and more.
What Will You Learn?
- Company modeling and correlating financial statements
- Accounting and forecasting skills
- Valuation methods
- Financial statement analysis
- Analytical skills
- Excel skills
- Presentation skills
- Strategic thinking and observation skills
Boost your ongoing skill set and financial knowledge with our online course for equity research training involving basic accounting methods, financial modeling, and forecast of a company's performance. Learn different Excel tricks and tips via case studies and templates that help you perform financial valuation and ratio analysis quickly. Also, gain analytical and presentation skills, which further ease work for you as a financial analyst. Lastly, with a strategic thinking mindset make informed investment decisions on vital projects.

Who Should Attend The Equity Research Course?
- Equity research analysts
- Investment analysts
- Financial analysts
- Stockbrokers
- Portfolio managers
- Investment bankers
- Corporate finance professionals
- Financial planners
- Asset managers

Earn 7 Certificates On Completion Of This Bundle Course!
Upon successful completion of the course, one can obtain the equity research certification. In other words, you can download the certificate of completion once you finish this course. That said, you need to pass all MCQ-styled assessments to ensure course completion. Securing the passing marks in the tests demonstrates that your sufficient knowledge of all the concepts covered in the “Equity Research Analyst Training Program.”

Careers With Equity Research Certification
- Financial Analyst
- Equity Research Analyst
- Investment Banker
- Private Equity Analyst
- Credit Analyst
Prerequisites For Equity Research Course
This course has some minor requirements that one should meet. Let's take a look at them.
This course requires individuals to fulfill certain requirements. First, they must have basic knowledge of financial markets, accounting principles, financial statements, and related financial terms. Additionally, the course requires them to have access to MS Excel, any device to view the course content, and a secure internet connection. Fulfilling these requirements before enrolling will ensure that one has a hassle-free learning experience.
- Familiarity with financial markets
- Basic foundation of financial knowledge of financial statements, accounting principles, and related concepts
- Stable internet connection
- A laptop, desktop, tablet, or a mobile phone
- Access to Microsoft Excel software
Regarding Equity Research, Investment Banking, I have never seen such interesting courses, (in term of analysis and explanation). I recommend WallStreetMojo to all my friends working in the Asset Management Industry. Thank you very much for your website. Antoine Bietrix (Young Graduate, Looking for a first job as Equity Research Analyst, Past Intern at Jabre Capital Parnters, Edmond de Rothschild Private Banking, Oddo BHF Asset Management)
Hi Dheeraj, i have been following you and your blogs for a while now. Actually I started last year in September when i had enrolled for the financial modelling course in wallstreetmojo. I want to thank you from the bottom of heart for teaching me basic and advanced financial modelling. If i see my progress on a year on year basis, i must say i'm pretty satisfied. Your course enabled me to demonstrate my skills when i was interning in Deloitte, and now it's helping me in my day to day tasks as an investment analyst (intern) in an impact investing fund. Thank you once again. I would like to constantly be in touch with you, in order to seek guidance for my future career aspirations. Thank you once again.
Regarding Equity Research, Investment Banking, I have never seen such interesting courses, (in term of analysis and explanation). I recommend WallStreetMojo to all my friends working in the Asset Management Industry. Thank you very much for your website. Antoine Bietrix (Young Graduate, Looking for a first job as Equity Research Analyst, Past Intern at Jabre Capital Parnters, Edmond de Rothschild Private Banking, Oddo BHF Asset Management)
Hi Dheeraj, i have been following you and your blogs for a while now. Actually I started last year in September when i had enrolled for the financial modelling course in wallstreetmojo. I want to thank you from the bottom of heart for teaching me basic and advanced financial modelling. If i see my progress on a year on year basis, i must say i'm pretty satisfied. Your course enabled me to demonstrate my skills when i was interning in Deloitte, and now it's helping me in my day to day tasks as an investment analyst (intern) in an impact investing fund. Thank you once again. I would like to constantly be in touch with you, in order to seek guidance for my future career aspirations. Thank you once again.
Incredible learning experience! This has completely revised and updated my understanding of the subject. I highly recommend it to anyone looking to boost their career - it's a 100% worthwhile investment!
Frequently Asked Questions
How does equity research training differ from other finance courses?
With a clear comparison, every course has something else to offer to the audience. But with our equity research analysis course, you receive multiple resources that are definitely worth every money and time spent here. For example, you get access to unlimited course content for one year, which means you can rewatch any concept multiple times. Also, for any silly or not-so-silly doubt, you can reach out to us at your convenience by sending an email to support@wallstreetmojo.com.
Also, you can download Excel templates on case studies and save them on your device for future reference. Not just that, but you also receive certification, which can be further added to your resume profile as well.
Can equity research training be customized to suit specific industry needs?
The equity research training course can definitely be applied to different industries and sectors. With the case studies and concepts provided, you can proceed with any company’s financials and determine its impact on investment decisions as well. But, when you take up any company, the financial modeling process remains the same. The only difference occurs in the valuation methods and ratios used. You can customize them as per the target industry and include relevant industry metrics as well.
Can I learn equity research online?
Yes, with our online equity research course, you can learn multiple concepts related to the topic from any part of the world. Throughout this learning experience, explore the different accounting principles, forecasting techniques and their relevance in the model. Also, gain insights on trend analysis, sensitivity analysis, consolidated statements and significance of information present in the annual report. Besides that, learn to interpret the impact of a future event on the company stock price with DCF modeling and valuation techniques.
What support is available for participants during and after completing equity research training?
When you enroll with us, you receive an unlimited number of access to the course materials during and after course completion as well. However, this amazing feature only stays live for a limited time (for one year). Plus, we have 24/7 support available to solve your queries and complex questions. Not just that, we also assist your career related doubts as well.
Are there any networking opportunities or professional associations for equity research analysts?
Of course, this equity research analysis course does provide you with networking opportunities. Simply put, with the knowledge gained from this course, you can connect to people in the same industry (or field) regarding equity research analyst jobs or career prospects. Not only that, you can also add this certification to your LinkedIn profile and may find people in the same field initiating conversations!
How can I apply the concepts learned in equity research training to my current job role?
Yes, definitely, you can employ the skills, knowledge, and experience gained from this equity research course in your existing job as well. If you are someone working as an associate or a beginner, these skills can help you make informed decisions and perform better analysis of client’s investments. Likewise, a corporate professional could showcase their talents and gain promotion by acquiring relevant skills through this course. However, it is necessary to apply them in the right manner.
Are there any industry-specific certifications available for equity research training?
Technically, equity research is a popular and in-demand topic taught by major organizations globally. Some of them include the Chartered Finance Analyst (CFA) Institute (), The Institute of Chartered Accountants of India or ICAI and the International Institute of Business Valuers (IIBV). Also, other popular equity research courses include the NSE equity research course and BSE equity research course in India.. Thus, enrolling in this course will ultimately benefit you in your professional aspect as well. Our chapter-wise tests, flexible learning process, and downloadable Excel templates, are what sets our course apart from the rest.
How can I enroll in an equity research course?
Our equity research course online is designed for enthusiasts wanting to become an equity research analyst or enhance their career in this field. You can take our course by clicking on the “Enroll Now” button and proceed towards paying the course fees via the payment gateway. Once payment has been made, you will have unlimited access to the course content for an entire year with multiple resources as well.
What topics are covered in an equity research course?
In our best equity research course, explore a comprehensive guide of various financial topics in a single bundle. This equity research analyst certification outlines topics like basic accounting, ratio analysis, financial modeling, DCF modeling, financial valuation, and trading comps valuation. Additionally, also learn about the major accounting principles and methods followed by financial analysts and Excel tricks to boost your existing knowledge.
What are the key tools and methodologies used in equity research analysis?
The key tools used in the equity research analysis process are financial statements, financial ratios, and company-related information. However, these tools are further used in various methods like financial modeling, statement analysis, valuation, sensitive analysis, and ratio analysis to gain insights into the financial health of a firm. Additionally, other tools include financial databases, news, publications, company filings, and similar metrics.
How can equity research skills benefit professionals in finance roles?
As a finance professional or someone taking an equity research analyst certification course, you receive multiple benefits in return. For example, it is super easy to forecast a company’s performance and determine a company’s valuation. In addition, you can also learn how negatively or positively future events (or decisions) can affect today’s current state of the business. Furthermore, through an equity research analyst course with placement, you can acquire industry knowledge and insights into market trends, which can improve your chances of getting hired by top organizations.
How long does it take to complete an equity research course?
Our equity research course duration is 52+ hours specifically in terms of video content. If we consider the tests or assessments, completing the course will take more time. That said, ultimately, the course duration depends on how much time you allot on a daily basis as it is a self-paced course.. As you see, the course duration is on the higher side because of the extensive course coverage. The curriculum has been designed by our highly-experienced instructor to ensure that learners can get detailed knowledge of all the topics covered.
What are the fees associated with enrolling in an equity research course?
The only cost associated with this course is the price that individuals need to pay to enroll in the course. With this payment, you can access the content on equity research training and Excel templates for a year. We assure you that there are no hidden costs. Additionally, we usually offer discounts. You can keep visiting our website from time to time to get the best deals on our courses.
What is included in the course outline for equity research training?
The equity research course outline has a long list of topics that can significantly boost your knowledge and give your career in finance a significant boost. The course begins with a basic understanding of accounting methods, financial statements, and the introduction of annual reports. You will learn about the income statement, balance sheet, cash flow statement, and consolidated statements as well. Also, you will get a chance to explore the different financial ratios for assessing financial health. Besides that, you will also learn to create financial models and find a company’s true worth with trading comps and modeling techniques.
Are there any prerequisites or eligibility criteria for enrolling in equity research training?
Definitely, there are certain equity research eligibility criteria for enrolling in this course. It includes having basic knowledge of some finance concepts and terms. Also, one must know how to read financial statements and have knowledge in handling Excel software. Additionally, one must also have a good internet connection, access to MS Excel, and a device to access these modules.
Is there a certification available for completing equity research training?
Definitely, our equity research analyst certification program is a perfect platform to learn equity research online. Specially designed to cater to the needs of working finance professionals and students, this course is a perfect tool to bring practical insights on how to perform equity research and learn concepts like modeling, valuation, and ratio analysis. Once you watch all the videos and pass all the tests, including the final assessment at the end of the course, you can download the certificate.
What job opportunities are available for certified equity research analysts?
In general, there are multiple equity research jobs available after completing this course. You can apply for the position of financial analyst, equity analyst, private equity analyst, credit or risk analyst, or a investment banker. Since one will have skills and knowledge in accounting, business valuation, and investment banking, one can even choose to become an accountant or an FP&A analyst.
What is the typical salary range for equity research analysts?
According to salary.com, the equity research salary of an equity analyst in the US ranges between $69,934 and $85,451on an annual basis as of June 27, 2024.. However, the equity researcher salary depends on multiple factors, such as geographic location, work experience, etc. Also, skills and certifications typically have a positive influence on one’s salary. Therefore, upgradation is necessary for individuals , and that is possible with our equity research course.
How can equity research proficiency contribute to career advancement in finance?
This course mainly aims to contribute to your career proficiency to a great extent. You not only learn the concepts theoretically but also learn to forecast the future growth of a company. Additionally, as you learn to perform the company’s valuation, applying for related jobs becomes a suitable option. Plus, you get exposure to real-world examples, which further assist you in the actual application as well.
What are the benefits of equity research training for financial analysts and professionals?
You, as a finance professional, can have immense benefits through equity research training. For example, you can conduct an analysis of the information presented about the company, forecast a company’s performance, determine its valuation, and much more. Additionally, you can develop an analytical mindset to identify risks in advance and provide a solution. Not only that, but you will also better understand the impact of internal factors on the stock price as well.
Can equity research training help in improving financial decision-making?
Undoubtedly, equity research majorly helps finance professionals in the decision-making process. With the analytical and strategic mindset, analysts are able to analyze each financial aspect of the company and decide on its true potential. If the financials do not meet expectations, they may further assess and decide whether to hold or sell the investments. FInancial knowledge concerning valuation can help one in this regard.
What are the common challenges faced by equity research analysts?
Often equity research analysts do face certain challenges in this field or while preparing financial models. It includes insufficient data, poor data quality and inaccurate information. In the later stages, having issues with the model’s complexity and assumptions made is also common. If assumptions turn out to be incorrect, the forecast made also changes and may have a major impact on the company’s decisions. These assumptions can also cause a loss on the investment made.
How can equity research skills help in analyzing financial statements and company performance?
With the skills obtained through the equity research training course, you get familiar with financial statements, like balance sheets, income statements, etc., and their financial items. You also gain a complete understanding of all all accounting principles, which serve as a base for financial modeling and valuation purposes. So, if you prepare a company’s model, you analyze each line item, financial statement, and current performance to forecast the future performance.
Can equity research training help in developing investment strategies and recommendations?
Our course is designed especially to cater to your investment-related needs and requirements. The skills obtained through this course can further equip you with the decisions regarding buying, holding, or selling investments in certain securities. In short, it allows you to search for fundamentally strong companies that hold the potential to provide high returns on the investment made. Also, it creates equivalent awareness of market trends and their impact on peers and investors.
How can equity research training enhance career prospects for finance professionals?
As a major advantage of equity research training, you can witness a boost in your career prospects as well. The knowledge obtained through the course modules helps you stay updated with the practices followed by finance professionals like financial analysts. Furthermore, it paves the way for various equity research analyst jobs that can potentially drive your career growth.
Can equity research training help in preparing for a career as an equity research analyst?
Of course, you can choose an equity research career path to excel as an equity research analyst. That said, planning itself does not help; taking the right approach is also necessary. Our course brings the right amount of expertise, and training required to fill the gaps in your skillset to help you excel as an equity research analyst. Also, note that by choosing any equity research analyst course with placement offered by any institute or your college, you can experience the benefits of an equity research analyst course along with placement opportunities.
Are there any case studies or real-world examples included in the course material?
Not to mention exclusively, but you receive a bunch of case studies explaining all key concepts for better understanding. You learn to perform financial modeling and, later on, you can practice the same with other companies, too. The case studies on McDonald’s and Colgate provide you with recent industry trends, potential mistakes avoided by analysts, and how you, as a finance professional, can avoid them.
What is equity research and why is it important in finance?
Equity research is a field that involves studying a company’s business environment to assist with buy and sell decisions of investments. It allows you to decode whether a company is valued correctly or is overpriced in the market. Thus, you can further assist the clients with investment decisions and provide them with a detailed analysis of whether to hold, buy, or sell the same.
Can equity research training be tailored to suit different skill levels?
Yes, equity research training is curated in a manner that every person can take advantage of it. Be it a beginner, intermediate, or professional-level learner. With the self-paced modules and simplified learning experience, accessing the knowledge becomes quite easy. You can also practice the concepts explained practically at your speed with the help of the Excel templates and clarify any doubts arising by contacting our support team.
What are the future trends and developments in the field of equity research?
After observing the current situation and trends in the equity research field, the future appears to be bright. With the rise of artificial intelligence and technology, equity research analysts have succeeded in easing their work and efforts with efficiency as well. Also, the increasing growth of various Fintech companies indicates future career openings, too.