📊 Equity Investments and Valuation: From IPOs to Market Efficiency

By the end of the course, you will have a deep understanding of how to value companies, assess market efficiency, and apply equity portfolio strategies in real-world investment scenarios.

Syllabus:

📌 Module 1: Advanced Firm Valuation

• DCF and free cash flow valuation

• Relative valuation and market multiples

• Adjustments for private companies and startups

📌 Module 2: Initial Public Offering (IPO) & Venture Capital

• The IPO process and pricing strategies

• Venture capital funding and valuation methods

• Pre-IPO financing and private equity

📌 Module 3: Market Efficiency

• Efficient Market Hypothesis (EMH) and its forms

• Behavioral finance and market anomalies

• Practical implications for investors and analysts

📌 Module 4: CFA Level 2 Equity Valuation

• Dividend Discount Model (DDM)

• Residual Income Model and valuation adjustments

• Advanced applications of valuation techniques

📌 Module 5: CFA Level 3 Equity Portfolio Management

• Active vs passive equity management

• Factor-based investing and smart beta strategies

• Risk-adjusted performance evaluation

📌 Module 6: CFA Level 3 Equity Market Valuation

• Macroeconomic factors influencing equity markets

• Market valuation indicators and forecasting methods

• Top-down vs bottom-up investment approaches

📈 Who is this course for?

• CFA candidates (Level 2 & Level 3)

• Financial analysts, portfolio managers, and investment professionals

• Investors looking to refine their equity valuation skills

💡 Course format:

• Video lessons with real-world case studies

• Practical exercises and valuation models

• Language : English