📊 Equity Investments and Valuation: From IPOs to Market Efficiency

Description

Description:

This advanced course is designed for finance professionals and CFA candidates who want to master the valuation of companies, from private startups to publicly traded firms. Covering venture capital, IPOs, free cash flow valuation, and portfolio management, this course is aligned with CFA Level 2 and Level 3 equity valuation topics.

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