Course
Investment analyst
Who is
Investment analyst?
A specialist who studies financial markets, evaluates business
opportunities and helps investors make smart investment
decisions
Apply for vacancies investment analyst post-course
1118 open positions
Investment analyst according to HH.ru for the last month
Leading investment analyst
from 150 000 ₽
Investment analyst
from ₽ 110 000
Project Analyst
from 90 000 ₽
Your future
summary
You will get career advancement and start earning more. After
completing the program, you can include the following skills
My skills:
Developed competencies in analyzing investment projects
Investment Analyst Resume
Proficient in advanced and industry-specific financial modeling
skills
Based on a survey of 1,118 hh.ru vacancies, we highlight the
most important skills that clients learn on the course
Generated reports on investment activities
Analyzed management accounts
Conducted a financial analysis of the company
Developed schemes for the implementation of investment projects
Performed corporate investment management
Conducted financial control of project budgets
Prepared a report and presentation on the valuation of the
company
Forecasted 3 scenarios of the company's development based on the
collected data for 5 years and built a financial model with
revenue and COGS forecasts
Technical Tools. Additional skills
Power BI
Excel
Google Sheets
VBA
Power Point
Analyzed the value of securities
NFT
Who we train in
this profession
Investment
analysts
analysts
Are coming for professional development. Want to gain
hands-on experience in our program-profession and that they
can list on their resume
Accountants, economists and other financiers
They come for training to gain skills in investment analysis
of companies. They want to increase their area of expertise
and start doing more diverse tasks
Further training or retraining
They come to training to learn a related or new skill. They
are bored with routine tasks and want to continually expand
their area of expertise
Modern
educational approach
At the heart of the course is practice
We work with the provided company data to forecast three
reporting forms
Webinars and online cases
We organize webinars and online case studies almost every
week. You can attend an event as part of your own or another
course free of charge. Networking with experts is valuable
for developing professional skills
Quick feedback
Core instructors are on the course chat room and are
available to answer any questions you may have. You will
have a personal tutor who communicates 1-on-1 and helps you
with your individual study plan
Video tutorials
Together with experts, recall and systematize theory while
focusing on practical skills. Learn to use tools for data
analysis, computation and visualization
Game-based learning
We understand that learning engagement is important, so we
incorporate game mechanics into the process. Take courses
and earn medals and SF Coin!
SF Coin is an in-game currency that can be spent on bonus lessons, tutor consultations, or turned into a discount on the next course
SF Coin is an in-game currency that can be spent on bonus lessons, tutor consultations, or turned into a discount on the next course
It's easy to start learning!
The assistant we have developed will show you in detail how
SF Education online university education works. Get to know
our platform and all its mechanics
15
of modules in 7 months
32
practical tasks
344+
practicum hours
15
hours per week
- Get to know the investment banking industry: what functions an investment bank performs and what it makes money from;
- You will learn about the career prospects of working as an investment banker: how to grow in your career, how much you are paid, where you can go afterwards;
- Understand what to study in order to successfully launch a career as an investment manager, as well as where and how to successfully seek employment.
- Understand how daily transactions affect the financial statements of the entire company;
- Understand the purposes for which different financial reporting forms are needed;
- Learn the differences between IFRS and RAS and understand how each standard is applied;
- Prepare three reporting forms for several companies from different industries based on primary documents.
- You will learn the general principles of the taxation system in the Russian Federation and learn how to apply them;
- Break down the main types of taxes and understand where to look for information on them;
- Learn how to minimize tax risks.
- Examine in detail the concepts of time value of money and portfolio management;
- Understand the key approaches to valuing various companies, their stocks, bonds and investment projects;
- Master global standards in company financing and the average cost of capital raised;
- Learn when and how companies pay dividends and how else a project might interest potential investors.
- At a fundamental level, master the construction of financial models (DCF);
- Understand how to forecast OrEx, SarEx, D&A and Working Capital;
- After training you will be able to calculate WACC and Equity Value with ease;
- Learn how to forecast balance sheet, OFR and ODDS (BS, RL, CFS);
- Build a financial model to evaluate the online store and present the results to the project manager;
- Reinforce the skills you have learned with real cases from different business industries;
- Take a workshop on "Financial Modeling of an Online School";
- Independently build models of LBO and M&A transactions.
- Building advanced financial models for valuation of companies, projects and transactions;
- Oil and gas industry;
- Financial Institutions;
- Mining industry;
- Infrastructure and PPPs;
- Technology, Media and Telecommunications;
- Metallurgy;
- Other industries;
- Models of different types of investment transactions.
- Interview with FMI graduate Timur Ali-Zadeh (CFA);
- Special access for SF Education students to Financial Modeling Institute materials.
- Learn what options are. How they differ from stocks and other financial instruments;
- Perform a valuation of the options;
- Break down options trading strategies: from simple to advanced;
- Study the practice of options trading in the American market.
- Familiarize yourself with futures on the MICEX;
- Study the specification of futures contracts;
- Break down the math of futures;
- Set up QUIK to trade futures.
- Learn all the stages of merger/acquisition transactions;
- Learn how to conduct Due Diligence in M&A transactions;
- Learn how to structure M&A deals and prepare basic legal documents;
- Learn about the process of raising financing to purchase an asset;
- Reinforce your knowledge with a practical case.
- Familiarize yourself with the concept of Real Estate;
- Learn what Due Diligence in Real Estate is;
- Perform a simulation of an investment purchase/sale of a property in Real Estate.
- Learn what blockchain, tokenomics, smart contracts and cryptocurrency are;
- Familiarize yourself with spot and margin cryptocurrency trading;
- Understand how ICOs, IEOs and IDOs work;
- Dive into cryptocurrency technical analysis and basic trading strategies;
- Build your own portfolio of cryptocurrencies and learn how to manage it while minimizing risk.
- Learn the specifics of investing in NFTs as an asset class;
- Learn how to create an NFT on your own;
- Examine the legal regulation of the NFT.
- Find out what unit economics is right for you;
- Create a financial model for a digital product;
- Learn how to calculate key unit-economy metrics;
- Learn how to calculate your product budget;
- Master the basic approaches to product analytics.
- Identify your strengths and learn how to properly present them to employers;
- Put together a selling resume with a career counselor;
- Write a cover letter that will get you screened into a dream company.
- The module covers the study of the peculiarities of accounting for different units: equity, financial investments, assets and production costs. Cases help to deepen knowledge of accounting methods and their impact on financial results
- Learn the Excel interface thoroughly;
- Learn how to perform basic financial, mathematical and logical calculations;
- Explore key math and text functions;
- Learn how to work with filters and document formatting.
- Learn advanced data manipulation including arrays, cleansing, and smart tables;
- You will begin to professionally visualize data using different types of charts and graphs;
- You will be able to build summary tables of varying levels of complexity.
- Take a thorough look at the Google spreadsheet interface;
- Learn how to work with files, including collaborative filing;
- Explore different options for sorting, filtering, validating and protecting data;
- You will be able to build beautiful charts and dynamic graphs;
- You'll start building summary tables quickly.
- Learn how you can make a spectacular presentation without having special skills as a designer;
- Learn how to structure presentations the way the Big Three do;
- Take the first steps to effective public speaking.
- Studying the IPO market, its opportunities, pitfalls and trends, as well as evaluating companies going public in an IPO
- Learn the basics of law and simplify communication with your colleagues in the legal department;
- You will be able to check counterparties and their documents without involving lawyers;
- Learn how to work with popular legal documents, simplifying your workflow.
- Learn the vocabulary and grammar of business English with a bias toward finance;
- You'll start practicing conversational English in online meetings with our English-speaking experts.
- Self-assess more than 20 tests taken from the practice of our graduates and partner firms, and "get your hands on" them before the selection process for the dream company.
- Learn what the market research process is, what information is used to analyze the market;
- Learn how to form and understand the terms of reference for market research;
- Break down all the methods of analyzing the market.
- Learn how to select OTC and Pre-IPO companies for investment based on a fundamental approach and data analysis;
- Will study the specifics of OTC and Pre-IPO markets to reduce investment risk and uncertainty;
- They will start competently assessing opportunities in the market, saving time, nerves and money.
- Understand the economics and success factors for 20 small business industries;
- Build financial models for 20 companies in Google Sheets;
- Test your own business ideas for viability by digitizing them with model templates.
- All about startups, gas pedals, angels, venture funds and other market participants! We tell you how to evaluate a startup and pitch it to potential investors
Access to the course, course updates and course chat
stays forever !
Effective study
format
Reinforce the skill with practice
A format that allows you to master 2-3 related topics
within a module. After the significant lessons you take
tests, and at the end of the module you solve a practical
assignment
Use the end-to-end project
A cross-cutting project allows us to immerse the client in
a situation closer to real work. Our projects are shaped
by experts from their practice, which they package for our
clients
Individual work with each client
We create individual training plans on request. Our expert
trainers are ready to answer all questions of our clients,
both on the subject of the course and on any other
practical issues
Cost of training
Starter Plan
- Access to foundational video lessons
- Investment strategy templates
- Community forum access for discussions
- Certificate of course completion
- Monthly knowledge assessments
Professional Plan
- Everything from the Starter Plan
- Live Q&A sessions with portfolio managers
- Access to in-depth market analysis tools
- Customized study plan
- Feedback on personal investment strategies
- Workshops on risk management techniques
- Access to recorded financial webinars
- Case studies on real-world investments
- Job interview preparation for investment roles
- Exclusive investment cheat sheets
Elite Plan
- Everything from the Professional Plan
- Personalized mentoring from top analysts
- Portfolio-building guidance with reviews
- Exclusive access to global market reports
- Real-world investment simulations
- Unlimited access to live strategy sessions
- Dedicated career consultation
- Advanced stock screening tools
- Access to private investment groups
- Participation in live investment competitions
Doing the training
accessible
0 - 0 - 24
Installment payment without interest, first installment in
one month
13%
Tax deduction for all our courses
up to 70% savings
Beneficial training under our Trade-In program
3 days for free
Access to the entire course for 3 days - free of charge
How we help with employment
SF Education Career Center is about building your individual
career track based on your experience, skills, and goals. We
will help you build a winning resume and thoroughly prepare you
for the tasks that will be encountered at the job interview
Consultation
We form an individual career profile according to the author's methodology and give recommendations on the following steps
We form an individual career profile according to the author's methodology and give recommendations on the following steps
Preparing for the interview
We deal with all types of potential questions and help you to present yourself in a winning way at the interview stage
We deal with all types of potential questions and help you to present yourself in a winning way at the interview stage
Communicating with partners
We develop a community of our alumni who recruit people to join their teams, as well as exchange experiences and share market specifics
We develop a community of our alumni who recruit people to join their teams, as well as exchange experiences and share market specifics
We'll help you choose
We are ready to evaluate offsets with you and decide on the best offer for your career prospect
We are ready to evaluate offsets with you and decide on the best offer for your career prospect
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Working with resumes
We engage HR specialists from our partner companies to adjust your resume
We engage HR specialists from our partner companies to adjust your resume
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Answers FAQs
All SF Education programs are weekend-oriented, based on
a standard 5/2 schedule. You will need approximately 6
hours of training per week, which you can allocate
according to your workload.
Communication with instructors is done in the course
work chat in Telegram. Teachers see messages and answer
questions about the program.
We record and post all webinars on the course learning
platform. If you are unable to attend case studies or
practical assignments online, you will be able to
complete the assignments yourself and submit them to the
instructor for review, if applicable.
In order to receive the diploma it is necessary to
complete all assignments (including the defense of the
cross-cutting project, if it is provided by the program)
and pass the tests with at least 60% of correct answers.
If all conditions are met, the student receives the
corresponding document.
According to the Law on Education No. 273-FZ of
29.12.2012, specialists with secondary vocational and
(or) higher education are entitled to receive additional
professional education. Persons who have successfully
mastered the relevant additional professional program
and passed final certification are issued a certificate
of professional development and (or) a diploma of
professional retraining.
Yes, a basic knowledge of finance will be enough for
your training. You will be able to learn theory from
scratch and practice key skills under the guidance of
our expert trainers