Course Chapters
Explore the comprehensive modules designed to build your expertise in investment analysis.
Introduction to Fundamental Analysis
Course Module 14
Master the foundational concepts of investment, understand risk-return dynamics, develop the right investor mindset, and navigate through the investor life cycle.
- What is an Investment?
- Risk and Return Analysis
- Mindset of an Investor
- Investable Grade Attributes
- Individual Investor Life Cycle
Investment Theory & Market Efficiency
Course Module 15
Master the foundational theories of modern finance: Efficient Markets, Portfolio Theory, CAPM, and understand when to use Technical vs Fundamental Analysis.
- Efficient Market Hypothesis (EMH)
- Markowitz Portfolio Theory
- Capital Asset Pricing Model (CAPM)
- Technical vs Fundamental Analysis
Financial Statement Analysis - I
Course Module 16
Master the art of reading and interpreting financial statements using TCS as a comprehensive case study. Understand how Balance Sheet, P&L, and Cash Flow statements interconnect.
- How to Read an Annual Report
- Statement Interconnections
- Balance Sheet Analysis
- P&L Statement Analysis
- Cash Flow Statement Analysis
Financial Statement Analysis - II
Course Module 17
Dive deeper into financial analysis with ratio analysis, DuPont analysis, and comparative analysis techniques. Learn to evaluate company performance using industry-standard metrics.
- Ratio Analysis Framework
- DuPont Analysis
- Liquidity & Solvency Ratios
- Profitability Ratios
- Comparative Analysis
Risk Analysis & Valuation Approaches
Course Module 18
Master comprehensive risk analysis framework and learn both absolute (DCF) and relative valuation methods with real Indian company examples.
- Business Risk Analysis
- Financial Risk Assessment
- Market Risk & Beta
- Liquidity Risk
- Absolute vs Relative Valuation
Economic Analysis
Course Module 19
Master the analysis of business cycles, global economy, economic indicators, and government policies (monetary & fiscal) to make informed investment decisions in the Indian context.
- The Business Cycle
- The Global Economy
- Economic Activity Indicators
- Monetary Policy (RBI)
- Fiscal Policy
Industry Analysis
Course Module 20
Master the art of analyzing industries using business cycle dynamics, structural changes, life cycle stages, and Porter's Five Forces framework for investment decisions.
- Business Cycle & Sectors
- Structural Economic Changes
- Industry Life Cycle
- Porter's Five Forces
- Indian Industry Case Studies
Company Analysis & Valuation
Course Module 21
Master firm competitive strategies, SWOT analysis, intrinsic value estimation using DCF & DDM, and relative valuation techniques with real Indian company examples.
- Porter's Generic Strategies
- SWOT Analysis Framework
- DCF & DDM Valuation
- Relative Valuation (P/E, P/B, PEG)
- Case Study: TechNxt Solutions
Reference Materials
Quick reference guides and supplementary resources for your studies
Economic Indicators Reference
Quick Reference Guide
Comprehensive reference guide covering key economic indicators including GDP, inflation, interest rates, and their impact on investment decisions.
- Leading Indicators
- Lagging Indicators
- Coincident Indicators
- Indian Economic Metrics
Global Economic Indicators
Quick Reference Guide
Reference guide for global economic indicators including US Fed policy, China economic data, commodity prices, and their impact on Indian markets.
- US Economic Indicators
- Global Central Banks
- Commodity Markets
- Currency Markets
Company Analysis Reference
Quick Reference Guide
Quick reference for valuation formulas, financial ratios, and analysis frameworks used in company analysis and equity research.
- Valuation Formulas
- Financial Ratios
- Analysis Frameworks
- Industry Benchmarks
Learning Outcomes
By the end of this course, you will be able to:
Understand Investment Fundamentals
Grasp core concepts of investment, risk-return tradeoffs, and develop the right investor mindset.
Apply Portfolio Theory
Use Markowitz portfolio theory to construct optimal portfolios and understand diversification benefits.
Evaluate Market Efficiency
Analyze market efficiency and understand when technical or fundamental analysis is appropriate.
Read Financial Statements
Interpret Balance Sheets, P&L Statements, and Cash Flow statements like a professional analyst.
Calculate Key Metrics
Compute and interpret financial ratios, CAPM expected returns, and portfolio risk metrics.
Build Financial Models
Extract data from annual reports to build integrated three-statement financial models.
About This Course
A comprehensive program designed for aspiring finance professionals.
Course Code
25BP03MJB0
Institution
Woxsen University
Format
Interactive Online Modules
Level
Intermediate to Advanced
Course Description
This AI-driven course on Technical and Fundamental Analysis is designed to provide students with a comprehensive understanding of investment analysis techniques. The course covers the foundational concepts of investment, risk-return dynamics, investor psychology, and life cycle investing. Students will learn modern portfolio theory, the Capital Asset Pricing Model (CAPM), and market efficiency concepts. The course also includes detailed financial statement analysis using real-world case studies like Tata Consultancy Services (TCS). Interactive quizzes, calculators, and practical examples ensure hands-on learning experiences.
Course Instructor
Dr. Afzalur Rahman
Professor, Woxsen University
Experienced academic professional specializing in finance and investment analysis. The course material is designed to bridge the gap between theoretical concepts and practical application in financial markets. Students will gain skills applicable to equity research, portfolio management, and financial analysis roles.
Ready to Start Learning?
Begin your journey into the world of investment analysis. Start with Chapter 1 and progress through interactive modules at your own pace.
Start with Chapter 1