Wall Street Prep
Tue Nov 10, 1-5p (ET)

Introduction to Equity Research Modeling & Analysis 4-Hour Virtual Power Session

Format: Live Virtual
Date: Nov 10
Time: 1-5p (ET)
CPE Credits: 4.5

Demystifying Equity Research

This is not an academic exercise. Training is led by experienced sell-side professionals who explain how it's done on the job.
  • Learn Quarterly Modeling & Research Best PracticesLearn how research professionals approach earnings releases and quarterly model updates, how they formulate the investment thesis, what adjustments they make to normalize financial metrics to arrive at adjusted EBITDA, and best practices when working with quarterly models.

  • Led By Experienced Sell-Side Equity Research ProfessionalsThis is an abbreviated version of the training used to onboard sell side research associates at bulge bracket investment banks.

What You'll Learn

  • Understand various factors that make up investment thesis.
  • Learn how to approach earnings releases and quarterly model updates.
  • Gain practice in analyzing earnings reports and normalizing them to arrive at adjusted EBITDA.
  • Learn how to adjust quarterly models and “wrap” quarterly into annual forecasts while handling reconciliation challenges.
  • Research considerations
    • Types of reports research professionals develop
    • Typical research workflow around earnings releases and quarterly model updates
  • Research process
    • Formulating of investment thesis
    • Developing research best practices
  • Analysis of earnings reports
    • Moving from extraction of key financial metrics to the normalization of financial metrics and adjusted EBITDA
  • Quarterly model considerations
    • Adjustments to quarterly models
    • “Wrapping” quarterly into annual forecasts and handling reconciliation challenges
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Wall Street Prep training is used at ...

clients clients

Who is this boot camp for?

  • Sell-side analysts and associates
  • Buy-side analysts and associates
  • MBA students and business undergraduates
  • Anyone looking to get a better understanding of research

Boot Camp Details

Revisit what you learn This virtual seminar will be recorded and available for you to review any time from your Wall Street Prep learning dashboard.
Overview

Led by experienced sell-side professionals, this boot camp is an introduction on how equity research professionals use financial models to provide research & insights in order to drive investment decisions. Specifically, trainees will learn how ER professionals use earnings releases and quarterly model updates, how they formulate investment theses, adjustments made to normalize financial metrics to arrive at adjusted EBITDA, and modeling best practices.

What’s Included?

Comprehensive training materials, reusable modifiable Excel model templates, unlimited e-mail support for content-related questions for 12 months post-seminar.

Prerequisites

This seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background should enroll in and complete the Accounting Crash Course prior to attending the seminar.

CPE Credit

CPE logoWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Cancellation Policy

Participants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.

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Why attend a boot camp?


  • Comprehensive training

    Our live courses pulls no punches. Each boot camp is the same intensive training used to prepare incoming analysts at top financial institutions.


  • Learn by doing

    Attendees “learn by doing” by working through practical exercises and building financial models from scratch using real case studies.


  • Networking opportunity

    Boot camps provide an opportunity to network with MBAs and professionals from industries including investment banking, corp dev and FP&A.


  • Experienced instructors

    Our instructor-practitioners are experienced bankers who give real-world context by connecting training to their own experience on the desk.


  • Excel Mastery

    Our training reinforces speed, efficiency and consistency in Excel that investment banking analysts are expected to have on Day 1.


  • Continuing ed & webinars

    Enrollment to most boot camps includes access to our continuing education online training platform and webinar series.

CPE logo

Earn 4.5 CPE Credits for this Seminar

CPE logo Wall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Questions? We're standing by.

To learn more about this boot camp, fill out the form below or call us at: 617-314-7685









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