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Diploma in Research Analyst

"Master the art of predicting the Market." The "Diploma in Research Analyst" course is a certified analyst program that equips individuals to become equity or commodity research analysts. Within this field, analysts can assess any four markets in India or globally, leveraging their knowledge of technical and fundamental aspects of companies. Moreover, the program facilitates students in preparing for the SEBI course IDFL Series XV exam, aiding them in obtaining the necessary certification. Technical Analysis, a pivotal component of the course, involves evaluating securities based on the belief that market data, including price charts, volume, and open interest, can effectively anticipate future, typically short-term, market trends. It equips participants with tools for adeptly managing trading positions, focusing on tricks for intra-day trading through technical analysis. The program delivers rigorous training on comprehending how equities, commodity prices, and other assets behave, analyzing past market patterns, and leveraging this information to generate profits while minimizing losses. Unlike Fundamental Analysis, it doesn't consider the intrinsic value of the security. Technical Analysts rely on the notion that they can accurately predict a stock's future price by examining its historical prices and other trading variables.

Over recent years, the popularity of technical analysis has surged, driven by the growing conviction that a stock's past performance is a robust indicator of its future performance. Relying on past performance is logical, given that markets are known to move in predictable trends and patterns. These trends persist until an event disrupts the trend, implying that price levels remain foreseeable until such a shift occurs.

Fundamental analysis, on the other hand, involves evaluating a security or asset by attempting to measure its intrinsic value. This approach involves scrutinizing related economic, financial, and other qualitative and quantitative factors. Fundamental analysts aim to analyze all factors that could impact the security's value, encompassing macroeconomic factors such as overall economic and industry conditions, as well as individually specific factors. The Research Analyst IDFL Series XV certification examination has been made compulsory by the regulator SEBI for research departments in broking houses, research houses, and other financial institutions. Any individual aspiring to be an analyst and provide predictions to the public must obtain SEBI certification.

•Program supported by the top research houses in India.
•Be a Products and Commodity Market Research Analyst in 3 months.
•Faculty from top research houses and financial institutions having more than 5-10 yrs of experience.
•Practice on Live Charts and Software
• Students can prepare for IDFL Research Analyst through the E-test platform.
•Strategies for identifying trends and turning points.
•Understand how to correlate events and data.
•Method for price forecasting.
•Understanding charts and their patterns for buy-sell conclusions.

  • "This course offers an introduction to the Capital Market, Derivative Market, Commodity Market, and Currency Market."
  • Technical Analysis
  • Fundamental Analysis
  • Research Analyst
  • IDFL Diploma in Research Analyst 

Introduction to Capital Market, Derivative market, Commodity market & Currency market.

 Module 1: Technical Analysis

•What is Technical Analysis?

•Chart Analysis

•Chart study & Types

•Bar Chart, Line Chart, Candlestick Chart

•Candlestick Pattern Dictionary

•Introduction of Candles & Patterns

•Support & Resistance

•Trading Range


•Trend Lines

•Cup with handle pattern

•Moving Averages

•Weighted Moving Average

•Money Flow Index (MFI)

•On Balance Volume (OBV)

•Parabolic SAR

•Bollinger Band

•Stochastic Oscillator

•DOW Theory

•Elliot Wave Theory

•Fibonacci Retracement

Candle Study: Volumes, Support, Resistance & Breakouts

Pattern Study: Double/Triple/ Rounding, Tops/Bottoms, Head & Shoulder, Rectangles, Pennants, Flags

Pattern Study: Trend lines, Gap Theory

Indicators: Moving Average, RSI, MACD

Indicators: Stochastics, William's % R, MFI, OBV

Indicators: Envelopes, Revision

•Trading Psychology, Tricks of the trade

•Practical Classes on Technical Analysis Software (Meta Stock/Spider/Falcon)

 Module 2: Fundamental Analysis

•Overview of Financial Markets

•Economic Analysis & Industry Analysis

•Company Analysis

•Interpretation of Financial Statements (Balance Sheet, P&L, Cash Flow, etc.)

•Ratio Analysis (Multiple Ratios)

•Fund Flow Analysis

•Time Value of Money & Valuation of Equity

•Economic Value Add (EVA)

•News & Event Analysis

•Data Analysis

 Module 3: Research Analyst

• Overview of Indian Stock Exchanges.

• Understanding Income statements

• Balance sheet Analysis

• Cashflow Analysis 

• Brief on various software

• How do capital Markets work worldwide

• Fundamental vs Technical Analysis

• Top-down and Bottom-up Approach

•Macro & Micro Aspects in relation to stock markets

•Markets affected by IIP, Inflation, PMI, Monetary Policy etc.

•Regression Analysis &Anova distribution

•Correlation & Covariance Analysis

•Financial terminology such as Buy back, Bonus, Corporate Actions, etc.

•Quarterly Results Analysis

•Annual Reports Analysis

•Management Discussion

•Directors Reports

•How to read the Company Annual Report & DRHP

•NPV & IRR Rules


•Statistical concepts & Market Returns

•Demand Supply & Elasticity Concepts

•Comparative Analysis.

•IPO Analysis

•Stock Portfolio model.

•Descriptive Statistics Models.

•Understanding Standard Deviation & Variance.

•Understanding CAL, SML & CML equations.

•Markowitz Modern portfolio model.

•Skewness, Kurtosis & Range.

•Net Asset Value Analysis.

•Canslim Model by William J. ONeil

•Relative & Comps Techniques.

•Dividend Discount Model.

•Ratio Analysis e.g.ICR, Debt Equity, Pat margin, Debtors equity, etc.

•Step Wise Dupoint Analysis

•Sharpe &Treynor Ratio, Alpha & Beta Analysis

•PE, EPS, ROI, ROA Analysis

•Capital Budgeting & Cost of Capital

•Capital Asset Pricing Model

•Weak form, semi-strong form, and strong form market efficiency

•Company Analysis – Qualitative Dimensions

•Company Analysis – Quantitative Dimensions

•Banking Sector Terminology

•Mutual Fund Analysis.

•Basic Use of Excel and techniques.

•Qualities of a Good Research Report

•Time value of Money

•Forecasting Techniques.

•Revenue Builders.

•Building the asset and depreciation schedule.

•Building P&L & Balance sheet.

•Building Assumptions & Debt Schedule.

•Understanding FCFF, FCFI.

•Building Capex Schedule.

•Decoding Ke,Kd&Kp with WACC.

•CAPM and its understanding.


• Understanding Concepts

• Understanding Calculators

• Basics Of Derivatives

• Forwards & Futures 

• Put-Call Parity 

• Basic Hedging strategies for Analysts

•Live & Desk Cases on companies

•Knowledge sessions on undervalued & overvalued stocks

•Understanding Analyst Presentations

•Review on current Macro & Micro trends.

•Review Global trends like the Eurozone crisis, Oil crisis, IT visa issues, etc.

•Sessions will include a mid-term and an end-term examination.


Research Analyst

Candidate should be minimum graduate or post graduate in any stream.


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