📊 Finshub Investment Analyst Training Program
A self-paced program designed to prepare you for careers in equity research, asset management, and investment banking using 100% free resources.
🌟 Program Overview
Prepare for careers in investment analysis through five progressive modules, from beginner foundations to advanced valuation and a final capstone project.
Self-Paced
Beginner → Advanced
100% Free Resources
Each section includes goals, direct links to free resources, key topics, and a hands-on practice assignment to build your skills.
📚 Course Modules
Module 1: Beginner Foundations
1.1 Intro to Finance & Accounting
- Goals: Learn basics of financial statements and markets.
- Resources:
- Practice: Write a 1-page summary explaining revenue, expenses, and profit using a real company’s income statement.
Module 2: Core Investment Concepts
2.1 Equity & Debt Instruments
- Goals: Understand stocks, bonds, and their valuation basics.
- Resources:
- Practice: Compare stock vs. bond returns for a selected company.
Module 3: Valuation & Financial Modeling
3.1 Discounted Cash Flow (DCF)
- Goals: Learn to value a company using DCF method.
- Resources:
- Practice: Build a simple DCF model in Excel for a chosen company.
Module 4: Advanced Investment Analysis
4.1 Comparable Company & Precedent Transactions
- Goals: Learn multiples-based valuation and transaction analysis.
- Resources:
- Practice: Perform a comps analysis for two companies in the same industry.
Module 5: Professional Communication
5.1 Writing Investment Reports
- Goals: Write clear and persuasive investment reports.
- Resources:
- Practice: Write a 2-page equity research report on a listed company.
🛠 Tools & Data Platforms
- Excel / Google Sheets (financial modeling)
- Yahoo Finance, TradingView (market data)
- EDGAR, Annual Reports (company filings)
- Word / Google Docs (reports)