Forecasting and Basic Financial Modelling Training

If you are a college student, young professional or a CFA candidate, and are interested in learning more about fundamental equity research and investing process, we have designed a training module on basic financial research and modelling to help you get started.

It is a detailed training spread over four modules (1a to 1d) where we will guide you in fundamentally analyzing a U.S. listed company – the way it is actually done in the industry. The program is completely online and you will be provided four modules that will have notes and assignments which you can complete at your convenience and submit to us through email. You will learn to make in-depth revenue and earnings forecast and perform valuations in this course. You can also ask your doubts/queries through our forum online or through message or email. We can also set up a zoom call if necessary.

If you want to participate in this program, please email us at with “Training” in the subject line and your WhatsApp number and Gmail id (we sometimes share notes and assignments on google docs, hence Gmail id is required) in the email. Once we receive your email, we will provide you access to our training Module 1a within 7 days. We usually coordinate for this program on weekends and reply to your emails on Saturdays. So, we request you to please wait for seven days before writing to us again.