Moody’s Analytics Knowledge Services Investment Analysis Training Program is a 10-day classroom training program accredited by the CFA Institute as part of its CFA-Approved Provider Program. Participants receive 40 hours of Continuing Education (CE) credit.

More than 5,000 analysts have undergone our Training Program, which covers basic and advanced topics in industry analysis, financial modeling, valuation, and investment report writing. The classroom-based training program is administered by our dedicated team of capital markets practitioners and CFA charter holders. Since 2009, on numerous occasions,our sell-side clients have requested the training team to conduct this program as a training boot camp for their analyst/associate-level new hires.

Course Content

Industry analysis:

Focuses on evaluating industry attractiveness by using Porter’s Five Forces model and identifying a company’s sweet spot within the industry.

Financial modeling:

Targets to improve participants’ skills in building a complete earnings model from scratch, including detailed revenue and cost drivers, sensitivity analysis, and defensible earnings estimates.

Equity valuation:

Covers absolute valuation and relative valuation techniques. Participants will be taken through real-life case studies for hands-on experience in using multiple valuation techniques to set target prices.

Investment note writing:

Covers writing techniques required for an effective investment thesis. Principles of logic and structure, useful in the development of a strong thesis and in the formulation of a hypothesis-driven argument, will be discussed.

How to Register?

To register for this program, email us at contact_maks@moodys.com