Business professionals analyzing financial charts and graphs during a meeting.

Syllabus for Fundamental Analysis Classes

his 16-class course is designed to take students from the basics of Fundamental Analysis to advanced stock selection strategies. It will cover financial statements, valuation methods, economic indicators, and practical tools like StockEdge, Tijori Finance, Screener.in, and more.

Course Overview

Duration: 4 Months
Total Classes: 16
Mode: Online/Offline
Tools Covered: StockEdge, Tijori Finance, Screener.in, Moneycontrol, TradingView, Investing.com

Who Should Join?

Long-term investors looking to select quality stocks

Beginners who want to understand how companies are valued

Traders who wish to enhance their investment knowledge

What You Will Learn?

✔️ How to analyze a company’s financial health
✔️ Identifying undervalued & overvalued stocks
✔️ Understanding balance sheets, P&L statements & cash flow
✔️ Using financial ratios & valuation models
✔️ Analyzing economic & industry trends for stock selection

DETAILED SYLLABUS (Class-Wise)

Module 1: Introduction to Fundamental Analysis

  • What is Fundamental Analysis?
  • Importance of FA vs. Technical Analysis
  • How FA helps in long-term investing
  • Overview of the stock market’s key players
  • How to analyze a company’s business model
  • Types of competitive advantages (Moat, Branding, Innovation, etc.)
  • Case Study: Comparing business models of Reliance, TCS, HDFC Bank
  • Economic Indicators: GDP, Inflation, Interest Rates, Forex, Crude Oil
  • How macro trends affect sectors (IT, Banking, FMCG, Pharma, Auto)
  • Using StockEdge & TradingView for industry analysis

Module 2: Financial Statement Analysis

  • Assets, Liabilities & Shareholder Equity
  • Key Balance Sheet Ratios
  • Reading a Balance Sheet using Tijori Finance & Screener.in
  • Revenue, Expenses, EBIT, Net Profit
  • Key Ratios: Operating Margin, Net Profit Margin, ROE, ROCE
  • How to spot growing companies from P&L statements
  • Operating, Investing & Financing Cash Flows
  • How cash flow is different from profit
  • Why positive cash flow is crucial for a company’s health
  • Profitability Ratios: ROE, ROA, ROCE, EBITDA Margin
  • Liquidity Ratios: Current Ratio, Quick Ratio, Debt-to-Equity
  • How to compare companies in the same sector
  • Efficiency Ratios: Asset Turnover, Inventory Turnover, Working Capital Cycle
  • Solvency Ratios: Debt-to-Equity, Interest Coverage Ratio
  • Using Screener.in to filter high-quality stocks

Module 3: Valuation & Stock Selection

  • What is Intrinsic Value?
  • Difference between undervalued vs. overvalued stocks
  • How valuation helps in investment decisions
  • Price-to-Earnings (PE) & Price-to-Book (PB)
  • Understanding Earnings Per Share (EPS)
  • Market Capitalization & how to classify companies (Large-Cap, Mid-Cap, Small-Cap)
  • What is DCF & why is it important?
  • Step-by-step DCF calculation
  • Using Tijori Finance & Investing.com for valuation
  • Dividend Yield, Payout Ratio & Sustainability
  • Why companies do Buybacks & their impact on share price
  • Identifying dividend-paying stocks for passive income

Module 4: Practical Stock Research & Investment Strategies

  • Key sections of Annual Reports investors must read
  • How to analyze Management Commentary & Future Outlook
  • Using StockEdge & Moneycontrol to track management interviews
  • How to screen for high-quality stocks
  • Identifying Growth vs. Value vs. Dividend Stocks
  • Case Study: Comparing TCS vs. Infosys using FA tools
  • Identifying Red Flags in Financial Statements
  • How to avoid investing in bad stocks
  • Importance of Portfolio Diversification
  • How to create a stock portfolio based on FA
  • Long-Term Investment vs. Short-Term Value Investing
  • Q&A & Doubt Clearing Session