Equity research courses can help you learn financial statement analysis, valuation techniques, industry analysis, and investment thesis development. You can build skills in interpreting market trends, conducting competitive analysis, and creating detailed reports. Many courses introduce tools like Excel for financial modeling, Bloomberg for market data, and various analytical software to support your research efforts.

Skills you'll gain: Research Reports, Report Writing, Case Studies, Business Writing, Market Data, Analysis, Data Analysis, Financial Analysis, Concision, Proofreading, Financial Statements, Target Audience
Mixed · Course · 1 - 4 Weeks

Università Bocconi
Skills you'll gain: Private Equity, Business Valuation, Entrepreneurial Finance, Mergers & Acquisitions, Investments, Financial Management, Legal Risk, Financial Modeling, Tax Laws, Entrepreneurship, Due Diligence, Negotiation
Build toward a degree
Mixed · Course · 1 - 3 Months

Skills you'll gain: Equities, Business Valuation, Market Data, Financial Analysis, Financial Modeling, Financial Data
Intermediate · Guided Project · Less Than 2 Hours

Indian School of Business
Skills you'll gain: Financial Statements, Peer Review, Financial Statement Analysis, Financial Trading, Balance Sheet, Portfolio Management, Income Statement, Data Collection, Market Liquidity, Investment Management, Financial Analysis, Performance Analysis, Project Design, Market Analysis, Financial Market, Accruals, Securities Trading, Market Trend, Market Dynamics, Performance Measurement
Beginner · Specialization · 3 - 6 Months

Coursera
Skills you'll gain: Market Research, Analytical Skills, Data Collection, Data-Driven Decision-Making, Market Analysis, Market Dynamics, Marketing, Business Research, Quantitative Research, Data Analysis, Customer Insights, Marketing Strategies, Market Trend, Consumer Behaviour, Focus Group, Trend Analysis, Competitive Analysis, Strategic Decision-Making
Intermediate · Course · 1 - 3 Months

Erasmus University Rotterdam
Skills you'll gain: Strategic Decision-Making, Business Valuation, Private Equity, Mergers & Acquisitions, Game Theory, Strategic Thinking, Financial Analysis, Business Strategy, Return On Investment, Investment Banking, Cash Flows, Corporate Finance, Competitive Analysis
Build toward a degree
Advanced · Course · 1 - 3 Months

University of Amsterdam
Skills you'll gain: Qualitative Research, Interviewing Skills, Social Sciences, Research, Science and Research, Research Methodologies, Data Collection, Surveys, Research Design, Report Writing, Ethical Standards And Conduct
Intermediate · Course · 1 - 3 Months

Skills you'll gain: Business Valuation, Financial Modeling, Benchmarking, Financial Statement Analysis, Return On Investment, Financial Analysis, Financial Data, Investment Management, Equities, Financial Statements, Cash Flows
Mixed · Course · 1 - 3 Months

Corporate Finance Institute
Skills you'll gain: Mergers & Acquisitions, Business Valuation, Corporate Finance, Capital Markets, Securities (Finance), Investment Banking, Equities, Private Equity, Financial Modeling, Interviewing Skills, Financial Analysis, Underwriting
Beginner · Course · 1 - 3 Months

Indian School of Business
Skills you'll gain: Financial Trading, Financial Analysis, Financial Statement Analysis, Financial Market, Market Trend, Market Dynamics, Analysis, Equities, Decision Making
Intermediate · Course · 1 - 4 Weeks

Skills you'll gain: Risk Analysis, Portfolio Risk, Google Sheets, Financial Analysis, Risk Management, Quantitative Research, Spreadsheet Software, Statistical Analysis, Statistics, Probability & Statistics
Beginner · Guided Project · Less Than 2 Hours

Skills you'll gain: Financial Modeling, Revenue Forecasting, Working Capital, Cash Flows, Business Valuation, Financial Forecasting, Expense Management, Financial Data, Cash Flow Forecasting, Operating Expense, Depreciation, Financial Analysis, Financial Statements, Asset Management, Revenue Management, Business Metrics, Capital Expenditure, Income Statement, Microsoft Excel
Mixed · Course · 1 - 3 Months
Equity research is the process of analyzing a company's financials, market position, and overall industry trends to provide investment recommendations. It plays a crucial role in the financial markets, helping investors make informed decisions about buying, holding, or selling stocks. By understanding equity research, you can gain insights into the factors that influence stock prices and the potential risks and rewards of investing in different companies.
A career in equity research can lead to various job opportunities, including equity research analyst, investment analyst, and financial analyst. These roles typically involve evaluating companies, preparing reports, and presenting findings to clients or stakeholders. Additionally, positions in portfolio management and investment banking may also benefit from a strong foundation in equity research.
To succeed in equity research, you should develop a range of skills, including financial analysis, valuation techniques, and understanding of financial statements. Proficiency in Excel and familiarity with financial modeling are also essential. Strong communication skills are important for presenting your findings clearly and effectively, while critical thinking and analytical skills will help you assess complex data and make sound investment recommendations.
Some of the best online courses for equity research include Equity Research Report Writing: Analyze & Structure, which focuses on the essential skills needed to write effective equity research reports. Additionally, exploring specializations in business strategy and research can provide a broader understanding of the market landscape.
Yes. You can start learning equity research on Coursera for free in two ways:
If you want to keep learning, earn a certificate in equity research, or unlock full course access after the preview or trial, you can upgrade or apply for financial aid.
To learn equity research, start by enrolling in relevant online courses that cover financial analysis and investment strategies. Engage with course materials, participate in discussions, and practice your skills through real-world case studies. Additionally, reading financial news and reports can help you stay updated on market trends and enhance your understanding.
Equity research courses typically cover topics such as financial statement analysis, valuation methods, industry analysis, and investment strategies. You may also learn about the tools and techniques used in equity research, including financial modeling and report writing, which are essential for producing comprehensive research reports.
For training and upskilling employees in equity research, consider courses like Foundations of Business Strategy and Research Specialization. These programs provide a comprehensive understanding of business strategy and research methodologies that can enhance the skills of professionals in the field.