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Training - Fundamental Analysis
General objectives:
• Understand the differences between technical analysis and fundamental investment analysis.
• Understand the main assumptions for evaluating a stock or a company.
• How to make a decision through the main economic and financial concepts of a company.
• The impact of fundamental analysis on the valuation of a company or stock.
Who is it for:
Professionals from Financial Institutions, Financial Directors, Controllers, CEO and professionals who invest in the financial market.
Methodology:
The training will be developed through slideshows, case studies, mathematical exercises, and even Excel spreadsheets can be used, if notebooks or computers are available.
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Program:
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Module 1 - Graphic and Technical School x Fundamental School
Graphic and technical school x Fundamental school the empiricism with a theoretical basis
Elementary School – Looking to the future
Elementary School – Bottom-up Analysis vs. Top-Down Analysis
Module 2 - Introduction and Application
Fundamental Analysis x Technical Analysis
Application
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Module 3 - Steps
Understand the Business
Shareholding Composition
Governance Level
Products and services
Raw materials used (commodities)
Investment Plans
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Module 4 - Steps Advanced Analysis of Financial Statements
Balance Sheet
Income Statement for the Year (DRE)
Analysis of profitability indexes
margins
Financial situation analysis
Indebtedness and Default Risk Analysis
Module 5 - Business Environment Analysis
macroeconomic analysis
sector analysis
Company strategy analysis
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Credit hours: 16h class
Investment, deadline and application procedures
(11)-930111501
Possibility of installments in up to 6 installments on the credit card
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Progressive discount for:
1 registration = 10%
2 registrations = 15%
3 registrations = 20%
The registration fee includes:
Printed handout and worksheets
Valini Training Certificate
Check out the payment facilities for our events. Boleto, Credit Card up to 06 interest-free installments, or Deposit to Account.
If you prefer, request an In-Company proposal with the benefits of adapting training to your company's reality!
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