VALUEVADE FOR BUSINESS / Equity Research

Team training · Scope agreed in your proposal

Equity Research Analyst
Built around your team.

Build a shared research standard across your team—from financial statements and valuation to source-grounded, AI-assisted investment analysis.

All resources included for enrolled team membersTemplates, HR database, AI workflows, prompts & more
DESIGNED FOR

Research teams, investment analysts, associates and research managers

20 modules215 sessions

CAPABILITY THAT COMPOUNDS

From individual knowledge to a shared standard.

01

Create a consistent approach to financial statement analysis.

02

Challenge valuation assumptions with scenarios and sensitivity checks.

03

Produce evidence-led research briefs with clear reviewer sign-off.

Equity Research learning illustration

ILLUSTRATIVE TEAM ASSIGNMENT

Work your team can review.
Thinking your business can use.

A company research brief and valuation model, with an assumptions log and a documented review process.

Example only. Final assignments and delivery format are confirmed in your proposal.

BUSINESS APPLICATION

Connect the learning to the work.

  • Financial statements & earnings quality
  • DCF & comparable valuations
  • Sector analysis & investment thesis
  • AI-assisted research & verification

INCLUDED WITH YOUR COURSE

A complete resource library for your team.

Every enrolled team member gets access to all resources—reusable templates, research frameworks, AI workflows and preparation tools that support learning and day-to-day financial work.

  • HR & recruiter database

    An HR and recruitment directory to support professional networking and talent research.

  • Financial modelling templates

    Reusable Excel structures for consistent forecasting, model building and team review.

  • Equity research templates

    Bring a shared structure to company coverage, investment theses and research reviews.

  • AI agents workflows

    Reference workflows for research, financial operations, source checks and approval steps.

  • Prompts library

    Reusable finance prompts for structured analysis, research briefs and reviewable outputs.

  • Finance projects templates

    Assignment frameworks for applied team learning and consistent project documentation.

  • Interview prep templates

    Structured preparation and practice frameworks for analyst development and professional conversations.

  • Sector study frameworks

    Standardise industry analysis around value chains, competitive dynamics and operating risks.

  • Valuation & stock pitch templates

    Connect valuation assumptions, scenario comparisons and investment recommendations in a consistent format.

And more from the Valuevade resource library.

AI workflow templates support learning and practice. Custom AI agent implementation is a separate service.

THE PUBLISHED LEARNING PATH

Explore the curriculum.

The course curriculum is the starting point. Business priorities, selected modules and delivery arrangements are agreed in your team proposal.

A TEAM PLAN, NOT AN INDIVIDUAL CHECKOUT

Agree the outcome before the rollout.

01

Align on the work

Identify roles, baseline skills and the business tasks your team needs to improve.

02

Shape the learning

Agree modules, exercises, team size and delivery arrangements before committing.

03

Review the results

Define how outputs will be reviewed and how learning will transfer into day-to-day work.

AI supports the analysis. Your team remains responsible for evidence, judgement and final approval.

YOUR TEAM. YOUR NEXT LEVEL.

Make room for better work.

Training sized to your team.
Agent implementation is quoted separately.

TEAM TRAINING ESTIMATE · INR

people
1 person1,000 people
₹49,990one-time team training estimate

₹4,999 per person × 10 people

1–10 people₹4,999 / person
11–50 people₹3,999 / person
51–200 people₹2,999 / person
201–1000 people₹2,499 / person

Sample pricing — not a commercial offer. The team’s size determines the rate for every seat. Taxes, programme scope and agent implementation are confirmed in your proposal. No payment is collected here.

  • Hands-on finance workflows
  • AI capability built in-house
  • Human review and governance

Let’s talk outcomes.

Tell us what your team needs to do better.

Course: Equity Research Analyst

All resources included for enrolled team membersTemplates, HR database, AI workflows, prompts & more Prefer email? info@valuevade.com

ANOTHER WAY TO BUILD CAPACITY

Need the workflow built for you?

Agent implementations are scoped separately from team training.

Explore AI Agents