The Financial Analyst

- The Seer

presents

A n I n t r o d u c t i o n t o F u n d a m e n t a l A n a l y s i s

What is Fundamental Analysis ?

• Fundamental analysis is a process to examine the financial data of a company in order to derive its intrinsic (fair) value by evaluating key quantitative and qualitative factors affecting that stock

• Provides consistent and reliable information to take informed decisions for your holding period

• A solution to beat inflation and create wealth in the long term to accomplish your financial goals

@TheFinancialAnalyst www.thefinancialanalyst.weebly.com

Why Fundamental Analysis ?

• Evaluate the underlying health and performance of any company by observing its crucial numbers

• Analyze stock valuation based on the major economic indicators and financial factors

• Discern the company’s strengths and weakness

• Compare company’s worth with its peers

• Identify the sector leaders

• Master the time value of money and understand money management

• Select potential winners and multi-baggers in the stock market

• Forge quality decisions to achieve your financial goals

@TheFinancialAnalyst www.thefinancialanalyst.weebly.com

The Seer

The Journey is a strategically designed course to cater to clients from all walks of life. We build your foundation by diving into the basics of finance and financial markets, and gradually progress for you to master the fundamental analysis. Since we understand the time value to money, we aim to add value to your knowledge within 12 sessions of an hour each.

Benefits:

• Live lecture through zoom meetings/ google meet

• Personalized doubt solving

• Study material for your revisions

• Modest batch of 3

• After program support

• Lifetime access to our discussion forum group

• Free access to our periodical webinars

@TheFinancialAnalyst www.thefinancialanalyst.weebly.com

The Seer - Contents

Module 1 – Basics of Finance UnderstandMarkets Time Value of Money Discounted Cash Flow analysis Statistical Concepts

Module 2 – Income Statements Understanding the Terms Analyzing Income Statements (Inter and Intra Company) Common Size Analysis Red Flags

Module 3 – Balance Sheet Understanding the Terms Analyzing Balance Sheets (Inter and Intra Company) Common Size Analysis Red Flags

Module 4 – Cash Flow Statements Understanding the Terms Analyzing Cash Flow Statements (Inter and Intra Company) Red Flags

@TheFinancialAnalyst www.thefinancialanalyst.weebly.com

The Seer – Contents Continued

Module 5 – Company Valuation Cash Flow based valuation approach

Dividend based valuation approach

Module 6 – Ratio Analysis Financial Ratios

Price-ValueMultiples Analysis

Cross Sectional Analysis

Module 7 –Market Index Basics of Passive Investing

Understanding the Working of Market Indices

Module 8 – Case Studies Practical Case Studies Covering the Concepts Included in

the Program

@TheFinancialAnalyst www.thefinancialanalyst.weebly.com

First / Last Name

(123) 456-7890

Your Company

The Financial Analyst is an investment firm comprising Chartered Accountants, Certified Financial Analysts and NCFM certified Technical and Fundamental Analysts based in India

Co-founded by Himalay Bhatia and Devang Mehra, TFA was established in January, 2019. It is one of the fastest growing stock market communities in India with a presence in over 50+ cities and over 10 countries

Renowned for their stock market training, TFA holds expertise in providing innovative investment and advisory services to their investors

About The Financial Analyst

@TheFinancialAnalyst

www.thefinancialanalyst.weebly.com

Investments Advisory Mentorship