MASTERING FUNDAMENTAL ANALYSIS COURSE
Course Description
This comprehensive 20-hour course offers an in-depth exploration of fundamental analysis, equipping students with the knowledge and skills needed to analyze and evaluate financial assets effectively.
Week 1: Introduction to Fundamental Analysis
- Understanding fundamental analysis
- The role of financial markets
- Key financial metrics and ratios
Week 2: Economic Analysis
- Macroeconomic factors and their impact
- Interpreting economic indicators (GDP, CPI, etc.)
- The business cycle and market trends
Week 3: Industry AnalysisAnalyzing industry dynamics
- Competitive forces (Porter's Five Forces)
- Identifying growth sectors and potential pitfalls
Week 4: Company Analysis (4 hours)
- Reading financial statements (Income statement, balance sheet, cash flow statement)
- Ratios for assessing company health
- Analyzing management and corporate governance
Week 5: Valuation Methods (3 hours)
- Valuing stocks using discounted cash flow (DCF) analysis
- Relative valuation (P/E, P/B, P/S ratios)
- Understanding market capitalization
Week 6: Advanced Topics in Fundamental Analysis
- Earnings quality and accounting principles
- Dividend analysis and share buybacks
- Mergers and acquisitions (M&A) analysis
Course Assessment:
- Weekly quizzes
- Mid-term assessment: Company analysis project
Final project: Comprehensive fundamental analysis of a publicly traded company
Course Materials:
- Research reports and case studies for practical application.
