Offer ends in:
What you'll get
- 2+ Hours
- 2 Courses
- Course Completion Certificates
- One year access
- Self-paced Courses
- Technical Support
- Mobile App Access
- Case Studies
Synopsis
This course focuses on the skills needed for ER report writing in a professional way. You will learn the powerful method for transforming thorough research into a professional writing that’s clear, concise and compelling.
Content
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MODULE 1: ER Report Writing 101 Basic Concepts
Courses No. of Hours Certificates Details Equity Research Report Writing 1h 34m ✔ Equity Research Report Writing - Dos and Don'ts 41m ✔
Description
About Equity Research Report Writing
This course focuses on the skills needed for ER report writing in a professional way. You will learn the powerful method for transforming thorough research into a professional writing that’s clear, concise and compelling. Financial Institutions make thousands of reports everyday. How can you make your report stand out? Only by creating a compelling report. It's designed to take you through the stages of producing a real research report. All the assignments contribute to that aim. If you want to use the course in this way, you can have a real report, ready to publish, by the time you have finished. The course starts with simple ways to write and ER report. You’ll learn a method to help you produce reports more efficiently, and techniques to benchmark your work against objective quality criteria. The tools and techniques you’ll learn have been tried, tested. Effective research reports aren’t successful just because of the words you use – or what you know. Good writing means figuring out what you’re trying to say and why it matters to your clients. So, you’ll learn how to formulate your investment ideas quickly and efficiently, and how to support those ideas with logical arguments and coherent explanations. You’ll also be able to organize your ideas to fit the strategies we all use as readers to seek out what matters to us. All of these tools and techniques will save you time as a writer - and save your audience time as readers. You’ll also learn how to construct powerful paragraphs and stunning sentences, so that you can communicate your expertise without baffling your reader. And how to add warmth to your words so you forge a deeper connection with busy clients. Finally, you’ll learn simple techniques for proofing and polishing your work - so you can weed out embarrassing errors that could undermine your credibility as an analyst.
Requirements
The only prerequisite to this course is your interest in equity research. If you’re a finance student but you don’t have any interest in equity research, you will not get the best value out of this course.
Target Audience
- Students of finance: This is an ideal course for those students that want to build a career in equity research. But make sure you love data, analysis, research, investments, and writing.
- Professionals of finance: If you’re a juncture at your career and want to shift from one to another, equity research may be the career you should look for. If you love research and analysis, you would love this course. This Equity research course will guide you step by step on how to become an equity research analyst.
Course Ratings
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The course taught all aspects of equity research from understanding and creating basic financial statements to gathering data and doing company research to do pro forma financial modeling. The program then went into company valuation including but not limited to DCF and Comps followed by writing equity research reports based on findings.
Gregory Tamargo
This was a great overview to get the gist of what report writing entails. The instructor's humorous inflection as you got deeper into course made it an enjoyable review. The instructor was clear and concise going through each example presented within each segment which was extremely appreciated. Using real life examples made grasping the information very helpful. Will take instructors advice for other courses offered that utilizes what was reviewed.
Romona Robinson
Incredibly informative and easy to follow. Excellent overview of critical components with complete and thorough instruction. All topics addressed in clear and concise manner. Case studies helped to tie all aspects of the instruction together. A complicated topic presented in an easy to understand and follow package. Also appreciated the added instruction of using Microsoft Word tools to aid in assessing writing quality.
Brandon Hall
Very knowledgeable course, a good course for a Financial Analyst to understand how to prepare equity research report which is of utmost importance. In this course learnt about types of sale side equity research report, process and logic behind writing equity research report, anatomy of good equity research report. And lastly do's and dont's of report writing.
Satyaveer Singh