Diploma of Company and Investment Analysis

Financial Markets Institute of Australia

Starts February 11, 2023

The fields of company and investment analysis are evolving. Financial services firms and investment banks are increasingly seeking to harness the latest techniques and knowledge.

Our 22 week diploma program will teach you proven and powerful techniques for collecting, analysing and interpreting company and economic data.

Throughout the course, you will gain experience with a host of analytical methods such as … You will learn how these concepts are leveraged within financial fields from investment banking to company analysis, as well as best practices for using these skills to add value to your organisation.

Why enrol?

Are you looking to advance your existing finance career or interested in breaking into the financial markets? If any of the following describes you, enrolling in this diploma will put you on the path to achieving your goals:

You wish to gain employment in the financial markets as an analyst or investment manager.

You are a professional in the financial markets and you wish to earn CPD points.

You wish to learn to be a knowledgeable and successful independent trader and investor.

The skills you’ll gain

Your Diploma of Company and Investment Anslysis includes:

Value Analysis

  • Company Valuation
  • Financial ratios
  • Financial analysis
  • Portfolio Management

Company Analysis

  • Financial Ratios
  • Risk Analysis
  • Quality Analysis

Economic Analysis

  • Economic Indicators
  • Economic Cycles
  • Stock Market Cycles
  • Bond Market Analysis

Price Analysis

  • Trend Analysis
  • Structure Analysis
  • Trade Management

*The material covered in this course is 

One of a Kind

Studies show that the overwhelming majority of active investors and traders fail in the endeavours. This includes professional investors.

This reality is due to a major void in the knowledge set of analysts and investment managers, which means investors rely on subjective views rather than empirical data.

The fact is that those with the most data, and the skills to organise and interpret that data, are those who have a genuine competitive edge.

Our curriculum is a one of a kind, life-changing opportunity to learn the skills required to become an independent and successful investor or trader.

What you will learn

By the time you complete the program, you can expect to be able to:

Calculate the fair value for any company for which key data is available

Know when the share price of a company is a compelling bargain

Identify high rish companies to exclude from your portfolio

Identify the highest quality companies to include in your portfolio

Determine the current position in the stock market cycle

Determine the current position in the economic cycle

Analyse the bond market to assess economic risk 

Analyse price data to determine the trade or investment risk

Analyse price data using trend and structure analysis

Build a portfolio of companies based on empirical data

Course structure

Over the course of 24 weeks, you’ll attend informative classes, participate in a variety of individual and team exercises and work independently. Homework assignments provide an opportunity to apply what you’ve learned and build on it. The goal is to give you a comprehensive learning experience and true insight into the day-to-day life of a financial markets professional.

Discussion

Industry professionals lead discussions on the background, history and use of concepts and strategies.

Project work

You will work on exercises and projects individually and in teams to confirm your grasp of strategies.

Portfolio projects

You will build and maintain a portfolio of companies to demonstrate both your learning and skills.

We’re here to help

As you move up the learning curve, you are likely to have questions around some of the concepts covered in class. We’re here to help. You can get assistance from our trainers, support staff and fellow classmates.

Meet Employer

Expectations

Employers care about what a person can do. For that reason, our curriculum teaches you how to apply what you have learned to real world scenarios.

The curriculum emphasises … … … … to practice the skills and abilities included in this course.

Real-world application, real jobs

Investment Analyst

Company or Equity Analyst

Portfolio Manager

Financial Manager

Quantitative Investor

Quantitative Trader

Research Analyst

Risk Analyst

Independent Investor

Independent Trader

Course curriculum by unit

Learning Module

Description

What you will learn

Value Analysis

Financial statement analysis and company analysis are critical steps for investors. Knowing how to arrive at the fair value for any company is prerequisute to success.

  • How to value a company
  • When to buy
  • Financial ratios

Company Analysis

In addition to valuing a company it is also imperative to determine the quality of each company to ensure you focus exclusively on the best of the best.

  • Financial Ratios
  • Risk Analysis
  • Quality Analysis

Price Analysis

Knowing how to analyse the price outlook is as important as being able to value a company. You will learn how to analyse trends and structures to optimise the timing of entries and exits.

  • Trends
  • Structures
  • Buy and Sell Signals
  • Risk Management

Economic Analysis

Economic analysis is critical and fundamental to success. You will develop an understanding of how the economic cycles unfold and how to use these cycles to minimise risk and optimise returns.

  • Data Analysis
  • Economic Cycles
  • Stock Market Cycles
  • Bond Market Cycles