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Primary Role of a Research Analyst
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Our live program for the NISM Series XV Research Analyst Certification, led by CA Umang Parekh, provides participants with in-depth knowledge and practical insights into equity research, financial analysis, and valuation techniques. This comprehensive course equips aspirants with the skills required to excel as SEBI-registered Research Analysts. The program features expert mentorship, interactive live sessions, practical examples, and case studies, ensuring participants are well-prepared for the certification exam. Ideal for students, professionals, and market enthusiasts, this program offers a complete learning experience tailored to the NISM syllabus.
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Primary Role of a Research Analyst
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Primary Responsibilities of a Research Analyst
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Basic Principles of Interaction with Companies/Clients
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Important Qualities of a Research Analyst
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Introduction to Securities and Securities Market
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Product Definitions / Terminology
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Structure of Securities Market
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Various Market Participants and Their Activities
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Kinds of Transactions
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Dematerialization and Rematerialization of securities
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Terminology in Equity Market
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Terminology in Debt Market
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Types of Bonds
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What is Investing?
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The role of research in investment activity
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Technical Analysis
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Fundamental Analysis
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Quantitative Research
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Quantitative Research
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Behavioral Approach to Equity Investing
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Basic Principles of Microeconomics
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Basic Principles of Macroeconomics
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Introduction to Various Macroeconomic Variables
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Role of economic analysis in fundamental analysis
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Secular, cyclical and seasonal trends
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Sources of Information for Economic Analysis.
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Role of industry analysis in fundamental analysis
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Defining the industry.
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Understanding industry cyclicality
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Market sizing and trend analysis
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Secular trends, value migration and business life cycle
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Understanding the industry landscape
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Key Industry Drivers and Industry KPIs
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Regulatory environment/framework
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Taxation
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Sources of information for industry analysis
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Role of company analysis in fundamental research
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Understand Business and Business Models
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Pricing Power and Sustainability of This Power
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Competitive Advantages/Points of differentiation over the Competitors
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Strengths, Weaknesses, Opportunities and Threats (SWOT) Analysis
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Quality of Management and Governance Structure
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Risks in the Business
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History of credit rating
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ESG framework for company analysis
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Sources of Information for Analysis
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Introduction to financial statement
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Stand-alone financial statement and consolidated financial statement
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Balance Sheet
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Basics of Profit and Loss Account (P/L)
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Statement of changes in shareholder’s equity
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Basics of Cash Flows
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Notes to accounts
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Important Points to Keep In Mind While Looking At Financials
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Reading audit report to understand the quality of accounting
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Financial statement analysis using ratios
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Commonly used ratios.
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Dupont analysis
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Forecasting using ratio analysis
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Peer Comparison
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Other aspects to study from financial reports
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Philosophy of Corporate Actions
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Dividend
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Rights Issue
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Bonus Issue
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Stock Split
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Share Consolidation
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Merger and Acquisition
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Demerger / Spin-off
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Scheme of arrangement
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Loan Restructuring
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Buyback of Shares
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Delisting and relisting of Shares
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Share Swap
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Difference between Price and Value
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Why Valuations are required
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Sources of Value in a Business – Earnings and Assets
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Approaches to valuation
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Discounted Cash Flows Model for Business Valuation
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Relative valuation
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Earnings Based Valuation Matrices
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Assets based Valuation Matrices
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Relative Valuations - Trading and Transaction Multiples
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Sum-Of-The-Parts (SOTP) Valuation
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Other Valuation Parameters in New Age Economy and Businesses.
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Capital Asset Pricing Model
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Objectivity of Valuations
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Some Important Considerations in the Context of Business Valuation
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Concept of Return of Investment and Return on Investment.
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Calculation of Simple, Annualized and Compounded Returns
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Risks in Investments
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Measuring risk
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Concepts of Market Risk (Beta)
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Sensitivity Analysis to Assumptions
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Concept of Margin of Safety
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Comparison of Equity Returns with Bond Returns
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Calculating risk adjusted returns.
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Basic Behavioral Biases Influencing Investments
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Some Pearls of Wisdom from Investment Gurus across the World
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Measuring liquidity of equity shares
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Qualities of a Good Research Report
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Checklist Based Approach to the Research Reports
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A Sample Checklist for Investment Research Reports
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Regulatory infrastructure in Financial Markets
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Important regulations in Indian Securities Market
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Code of Conduct for Research Analysts
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Management of Conflicts of Interest and Disclosure Requirements for Research Analysts
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Exchange surveillance mechanisms: GSM and ASM
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The NISM Series XV Research Analyst Live Program, conducted by CA Umang Parekh, is a complete training experience tailored to prepare individuals for the prestigious NISM Research Analyst Certification. This program offers not only an in-depth understanding of financial markets and equity research but also additional services to ensure participants are job-ready and equipped to build successful careers in the financial domain.
What This Course Covers:
This program combines theoretical knowledge with practical application, covering:
Additional Services and Benefits:
To ensure participants have a comprehensive learning and career development experience, the program offers:
Why Join This Program?
Who Should Enroll?
This program is perfect for:
Program Outcomes:
By the end of this program, participants will:
This program goes beyond academics to empower participants with practical skills, career guidance, and real-world experience, making it the ultimate choice for aspiring research analysts.
Our live program for the NISM Series XV Research Analyst Certification, led by CA Umang Parekh, provides participants with in..
This course offers a comprehensive learning experience by combining three essential NISM certifications: Series 8, Series 5A,..
Chartered Accountant - CFA Level lll Cleared - NISM Certified Research Analyst
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