InvestIQ Training Program
The InvestIQ Program is a comprehensive training course designed for individuals who want to deepen their understanding of fundamental investing principles. With a blend of theoretical insights and practical applications, InvestIQ prepares you to make data-driven investment decisions by mastering fundamental analysis, financial statement analysis, valuation techniques, and more.
Why Choose InvestIQ?
The InvestIQ Program offers exclusive benefits that set it apart from other courses:
Lifetime Access to Course Material: Gain lifetime access to video lectures, course materials, and resources.
Personalized Investment Support: Receive step-by-step guidance for setting up your Demat account and beginning your investment journey.
Exclusive Tools: Access to a fundamental stock screener for identifying strong investment candidates.
Who Can Benefit from InvestIQ?
InvestIQ is perfect for anyone looking to make smarter investment decisions, from young professionals eager to learn the basics to experienced individuals looking to refine their analysis skills. This program is for anyone aiming to achieve long-term financial growth and stability through informed investing.
Key Benefits and Program Outcomes
Participants in InvestIQ will gain:
Financial Acumen: Deep knowledge of fundamental analysis and valuation methodologies.
Analytical Skills: Ability to dissect financial statements and assess company health.
Investment Confidence: A robust understanding of valuation tools to make informed investment choices.
Program Details
Module 1:Fundamental Analysis - Introduction (1 Hr)
Module 2: Brushing Up the Basics (2 Hrs)
2.1 Time Value of Money – Understanding the concept and its impact on investment
2.2 Interest Rates and Discount Factors
2.2.1 Opportunity Cost
2.2.2 Risk-Free Rate
2.2.3 Equity Risk Premium
2.2.4 Beta in Investment Analysis
2.2.5 Risk-Adjusted Return (Sharpe Ratio)
Module 3: Financial Statements in-Depth (3 Hrs)
3.1 Sources for Financial Statements
3.1.1 The Director’s Report
3.1.2 The Auditor’s Report
3.1.3 Core Financial Statements
3.1.3.1 Balance Sheet
3.1.3.2 Income Statement
3.2 Cash Flow Statement
3.3 Financial Statement Analysis
3.4 Comparative & Common-Size Financial Statements
3.5 Financial Ratios and Analysis
3.6 Du-Pont Analysis
3.7 Cash Conversion Cycle
3.8 The Satyam Case and the Role of Forensic Accounting
Module 4: Valuation Methodologies (3 Hrs)
4.1 Top-Down Valuation (EIC Analysis)
4.1.1 Economy Analysis
4.1.2 Industry Analysis
4.1.3 Company Analysis
4.2 Discounted Cash Flow (DCF) Models
4.3 Dividend Discount Model (DDM)
4.4 Free Cash Flow to Firm (FCFF) and Free Cash Flow to Equity (FCFE) Based DCF
4.5 Sum-of-the-Parts (SOTP) Valuation
4.6 Price/Earnings (P/E) Ratio
4.7 Price/Book Value Ratio
4.8 Enterprise Value/EBITDA Ratio
4.9 Price/Sales Ratio
4.10 Special Valuation Scenarios
4.10.1 Initial Public Offerings (IPOs)
4.10.2 Financial Services Firms
4.10.3 Net Interest Margin (NIM)
4.10.4 Firms with Negative Cash Flows
4.10.5 Acquisition Valuation
4.10.6 Valuing Distressed Companies
1.1 What is Fundamental Analysis?
1.2 Importance of Fundamental Analysis in Investing
1.2.1 Efficient Market Hypothesis (EMH)
1.2.2 Does Fundamental Analysis Work?
1.3 Steps in Fundamental Analysis
Module 5: Stock Screener (1 Hr)
5.1 An introduction to screening tools and techniques for identifying fundamentally strong stocks based on key indicators
Module 6: Practical Application Sessions (1 Hr)
6.1 Hands-on practice using real-world examples to analyze financial data, assess companies, and apply valuation techniques.
Program Investment
Cost: Rs. 9,999
Take your first step toward financial independence with an investment that pays dividends in knowledge and skill.
Refer and Earn Program
Share the benefits of InvestIQ with friends and family. Through our referral program, you can earn rewards for each person you bring on board, making your network part of the learning experience!
Corporate & Group Enquiries
Interested in bringing InvestIQ to your team or group? For corporate or group training inquiries, please fill out the form below, and a member of our team will connect with you to discuss customized training solutions.
”Thanks to InvestIQ, I now understand the market trends and make informed investments. It's a must for anyone serious about growing their wealth!”
- Kunal Tomar
”InvestIQ transformed my approach to investing! With clear guidance and effective techniques, I now feel empowered to build a secure financial future!”
- Ashwarish Mehra
”The InvestIQ program taught me practical strategies that helped me manage risk and maximize returns. An essential resource for investors at any level!”
- Dinesh Rawat
”InvestIQ gave me the knowledge and confidence to make smarter investment decisions. My portfolio has never been this strong!”
- Karan Sharma
Participant's Reviews
Real experiences from our satisfied InvestIQ participants.