the financial analyst
TRANSCRIPT
The Financial Analyst
- The Seer
presents
A n I n t r o d u c t i o n t o F u n d a m e n t a l A n a l y s i s
What is Fundamental Analysis ?
• Fundamental analysis is a process to examine the financial data of a company in order to derive its intrinsic (fair) value by evaluating key quantitative and qualitative factors affecting that stock
• Provides consistent and reliable information to take informed decisions for your holding period
• A solution to beat inflation and create wealth in the long term to accomplish your financial goals
@TheFinancialAnalyst www.thefinancialanalyst.weebly.com
Why Fundamental Analysis ?
• Evaluate the underlying health and performance of any company by observing its crucial numbers
• Analyze stock valuation based on the major economic indicators and financial factors
• Discern the company’s strengths and weakness
• Compare company’s worth with its peers
• Identify the sector leaders
• Master the time value of money and understand money management
• Select potential winners and multi-baggers in the stock market
• Forge quality decisions to achieve your financial goals
@TheFinancialAnalyst www.thefinancialanalyst.weebly.com
The Seer
The Journey is a strategically designed course to cater to clients from all walks of life. We build your foundation by diving into the basics of finance and financial markets, and gradually progress for you to master the fundamental analysis. Since we understand the time value to money, we aim to add value to your knowledge within 12 sessions of an hour each.
Benefits:
• Live lecture through zoom meetings/ google meet
• Personalized doubt solving
• Study material for your revisions
• Modest batch of 3
• After program support
• Lifetime access to our discussion forum group
• Free access to our periodical webinars
@TheFinancialAnalyst www.thefinancialanalyst.weebly.com
The Seer - Contents
Module 1 – Basics of Finance UnderstandMarkets Time Value of Money Discounted Cash Flow analysis Statistical Concepts
Module 2 – Income Statements Understanding the Terms Analyzing Income Statements (Inter and Intra Company) Common Size Analysis Red Flags
Module 3 – Balance Sheet Understanding the Terms Analyzing Balance Sheets (Inter and Intra Company) Common Size Analysis Red Flags
Module 4 – Cash Flow Statements Understanding the Terms Analyzing Cash Flow Statements (Inter and Intra Company) Red Flags
@TheFinancialAnalyst www.thefinancialanalyst.weebly.com
The Seer – Contents Continued
Module 5 – Company Valuation Cash Flow based valuation approach
Dividend based valuation approach
Module 6 – Ratio Analysis Financial Ratios
Price-ValueMultiples Analysis
Cross Sectional Analysis
Module 7 –Market Index Basics of Passive Investing
Understanding the Working of Market Indices
Module 8 – Case Studies Practical Case Studies Covering the Concepts Included in
the Program
@TheFinancialAnalyst www.thefinancialanalyst.weebly.com
First / Last Name
(123) 456-7890
Your Company
The Financial Analyst is an investment firm comprising Chartered Accountants, Certified Financial Analysts and NCFM certified Technical and Fundamental Analysts based in India
Co-founded by Himalay Bhatia and Devang Mehra, TFA was established in January, 2019. It is one of the fastest growing stock market communities in India with a presence in over 50+ cities and over 10 countries
Renowned for their stock market training, TFA holds expertise in providing innovative investment and advisory services to their investors
About The Financial Analyst
@TheFinancialAnalyst
www.thefinancialanalyst.weebly.com
Investments Advisory Mentorship