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Equity & Financial Modelling

Transform data into insight. Master valuation, forecasting, and modelling to create reports that speak the language of finance to create rofessional-grade reports and dashboards that impress recruiters and decision-makers alike.

  • Guaranteed Project Internship
  • 100% Placement Assistance
  • Industry-ready, hands-on skills
  • • The Case for Equity Investing
  • • Wealth Creation using Equity (Core Principles)
  • • Lessons from the Masters
  • • Market Intelligence and Equity Returns
  • • Basics of Fundamental Analysis
  • • Introduction to Equity Derivatives
  • • Selection of Equity funds
  • • Evaluation of Equity funds
  • • Behavioural Bias in equity investing
  • • Equity Analysis
  • • Equity Valuation Principles
  • • Using Equity Derivatives in Fund Management
  • • Performance Evaluation
  • • Passive Investing
  • • Factor Investing
  • •Investor Psychology: Managing client expectations
  • •Sales pitch and objection handling
  • • Financial Modelling
  • • Fundamental Analysis
  • • Importance of Management and Time value of money
  • • Risk and Return, Understand the line-items in reported financials
  • • Financial Statement Analysis and use of Excel
  • • Valuation Discounted Cash Flow (DCF)
  • •Financial Modelling Project

Program Highlights

Existing since
1989
300+ World-Class
Practitioners
Expansive Global
Reach
20000+ Students Trained
150+
Courses
Cutting-Edge
Curriculum
  • Aspiring equity analysts, finance professionals, investment bankers, portfolio managers, and students interested in finance.
  • Anyone looking to develop strong analytical and modeling skills for equity research or corporate finance.
  • Basic knowledge of accounting and finance is recommended.
  • Familiarity with Excel or Google Sheets is helpful but not mandatory.
  • Fundamental analysis of equities.
  • Financial statement analysis and interpretation.
  • Building detailed financial models (DCF, projections, valuations).
  • Forecasting revenue, expenses, and cash flows.
  • Equity valuation techniques and scenario analysis.
  • The course is highly practical with live case studies, hands-on Excel exercises, and real-company financial modelling.
  • Participants will build at least one complete financial model from scratch.
    • Microsoft Excel and our in-house Financial Modelling tools
  • Absolutely. Skills learned in financial modelling and equity analysis are highly valued by investment firms, banks, and corporate finance teams.
  • It strengthens your profile for roles like Equity Analyst, Investment Analyst, Research Associate, or Finance Manager.

    • No coding is required. Excel is the primary tool.

  • Focus on real-life case studies and company analysis.
  • Step-by-step approach from financial statements to complete valuation models.
  • Emphasis on decision-making insights, not just number-crunching.
  • Assessment Tests, Assignments, financial modelling projects, quizzes, and possibly a final project (building a full financial model).

    • Sutirtha Das

    4.5
    I am grateful for the faculty guidance, diverse curriculum, hands-on learning, networking, and career support. The guidance and mentorship I have received from the faculties have been invaluable in shaping my career aspirations and preparing me for the dynamic business landscape.

    Afreen Afzal

    4.5
    FinX Institute (Formerly BSE Institute Ltd) is an outstanding example of educational quality, blending practical and intellectual learning and ensuring graduates are industry ready. Highly recommended for students.

    Yash Jadhav

    4.5
    FinX Institute (Formerly BSE Institute Ltd) offers an exceptional academic experience. The faculty members are highly knowledgeable and supportive, providing valuable insights and guidance. The curriculum is well-designed, keeping in mind industry trends and ensuring relevance in today's job market. The institute has a vibrant learning environment, encouraging student engagement through various activities and events.

    Siddhi Vyas

    4.5
    As a student at FinX Institute (Formerly BSE Institute Ltd), I'm impressed by our practical curriculum and supportive mentors. They prepare us for real-world scenarios. I highly recommend it! FinX Institute (Formerly BSE Institute Ltd) truly offers a dynamic learning environment that nurtures curiosity, critical thinking, and leadership qualities, preparing students like myself to become future-ready professionals in the world of finance and business.

    Rutuja Tajne

    4.5
    FinX Institute (Formerly BSE Institute Ltd) provided me with the skills and knowledge I needed to excel in the real business world. The curriculum challenged me to think critically and prepared me for the demands of my chosen career path. Thanks to FinX Institute (Formerly BSE Institute Ltd), I graduated feeling confident and ready to hit the ground running.

    Durga Sawant

    4.5
    Enrolling at FinX Institute (Formerly BSE Institute Ltd) surpassed my expectations. Hands-on learning, networking with industry pros during internships, and top-notch curriculum enhanced my education. Personalized career guidance and placement support greatly influenced my professional development.

    Sheil Kowadkar

    4.5
    What makes my experience at FinX Institute (Formerly BSE Institute Ltd) unique is its focus on practical learning alongside academic excellence. With live trading sessions, simulations, and real-world case studies, I gained valuable insights directly applicable to my professional journey.
    Program Highlights
    • Eligibility Graduate
    • Level Intermediate
    • Duration 100 Hrs (4-5 months)
    • Mode Online Learning