Free 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 weekends where we will guide you in fundamentally analyzing a U.S. listed company – the way it is actually done in the industry. The program consists of four online sessions combined with notes and assignments which you can complete at your convenience. You will learn to make in-depth revenue and earnings forecast, three statement models (balance sheet, income statement, cash flow), and perform valuations in this course. You can also ask your doubts/queries during the online session or through message or email.

If you want to participate in this program, please email us on info[at] with “Training” in the subject line and your WhatsApp number and Gmail id (we share most of the notes and assignments on google docs, hence Gmail id is required) in the email. We will coordinate with you on the available slots within 7 days of receiving your email.