CERTIFICATE COURSE ON FUNDAMENTAL & TECHNICAL ANALYSIS OF STOCKS INCLUDING EQUITY RESEARCH (FATA)
About The Course

This course is meant for the young brigade of upcoming analysts in the industry of share market, stock market and includes technical and basic of fundamental analysis. Fundamental analysis is a stock valuation methodology that uses financial and economic analysis to envisage the movement of Stock prices. The fundamental data that is analyzed could include a Company’s Financial Reports and Non-Financial information Such as estimates of its growth, demand for products sold by the Company, Industry Comparisons, Economy-wide changes, Changes in Government Policies etc.

Fundamental Analysis focuses on the economic forces of Demand & Supply that causes prices to move Higher, Lower or Stay the same. Technical Analysis is the Study of Market Action, primarily through the use of charts, for the purpose of forecasting Future price trends.

Technical analysis is all about studying stock price graphs and a few momentum oscillators derived thereof. It must be understood that technical Studies are based entirely on prices and do not include balance sheets, P & L accounts (fundamental analysis), the assumption being that the markets are efficient, and all possible price sensitive information is built into the price Graph of a security/index.

Therefore, technical analysis (crowd analysis) supports the efficient market theory as against the random walk theory which supports the belief that stocks can be bought/sold on random events like flipping a coin!!! Technical analysis is more dynamic as compared to fundamental analysis based on one simple argument fundament alanalysts depend on corporate events like quarterly results, annual results and special announcements like earnings guidance and policy changes in operations to generate a buy/sell recommendation.

Course Contents

MODULE – I
Chapter 1 : Fundamentals of Fundamental Analysis
Chapter 2 : Digging Deeper: Analysing Financial Statements
Chapter 3 : Valuation Techniques and Models
Chapter 4 : Analysing Market Environment
Chapter 5 : Analysing Management Quality and Corporate Governance
Chapter 6 : Uncovering Hidden Gems: Identifying Undervalued Stocks
Chapter 7 : Uncovering Hidden Gems: Identifying Undervalued Stocks
Chapter 8 : Risk Analysis and Mitigation
Chapter 9 : Case Studies: Applying Fundamental Analysis

MODULE – II
Chapter 1 : Understanding Technical Analysis
Chapter 2: Dow Theory & Market Trends
Chapter 3: Chart Patterns and Formations
Chapter 4 : Moving Averages and Trend Indicators
Chapter 5 : Oscillators and Overbought / Oversold Conditions
Chapter 6 : Fibonacci Analysis
Chapter 7 : Japanese Candlesticks Patterns
Chapter 8 : Technical Indicators and Strategies
Chapter 9 : Risk Management and Stop Losses
Chapter 10 : Putting it All together : Practical Examples and Case Studies

MODULE – III : Techno Funda Strategy
Chapter 1 : Finding the Intersection: Identifying Stocks with Strong Fundamentals and Technical Patterns
Chapter 2 : Trend Analysis with Fundamental Backdrop
Chapter 3 : Fundamental Catalysts and Technical Breakouts
Chapter 4 : News and Sentiment Analysis in Technical Context
Chapter 5 : Case Studies: Real-Life Examples of Integrating Fundamental Analysis with Technical Analysis

MODULE-IV
Chapter 1 : Psychology and its Impact on Trading -Investing
Chapter 2 : Equity Research - Report Writing
Chapter 3 : Legal and Regulatory Framework in India (Study of Relevant Provisions)
Chapter 4 : Taxation

Eligibility
Only the Members of ICAI are eligible to pursue this course.

Course Duration
Online /Virtual Classes will be for 20 days - 3 Hours each.

Attendance
A candidate will have to attend 75% of classes, failing which, he/ she will not be entitled to appear in the exams (Assessment Test)

Note: -
If a member fails to attend 75% of the classes due to unavoidable reasons, they must complete the remaining course hours in the next two consecutive batches, failing which a fresh registration will be required to complete the course.

CPE Credit
The participants to this course will be given 30 CPE Hrs wherein credit of 25 CPE hours will be given after completion of entire classes and remaining 5 hours will be given after successfully clearing the exam as per CPE guidelines
Assessment Test & Evaluation Pattern
There will be 2 Papers of 100 marks for three hours at the end of the course. The paper will consist of 100% multiple objective type questions with two section A & B. A passing grade is awarded if the candidate obtains 40% marks in each paper and 50% in the aggregate.

Paper-1 Module 1 & 4 along with practical questions Section A (80 Marks -80 MCQs- 1 marks each)
Section B (Project - Case study with 20 Marks -20 MCQs- 1 marks each)
Paper-2 Module 2 & 3 along with practical questions Section A (80 Marks -80 MCQs- 1 marks each)
Section B (Project - Case study with 20 Marks -20 MCQs- 1 marks each)
Total 350 Marks

Note :
  • 1.Assessment test fee: Rs.1000/-+GST fee is applicable only if the participant is unable to clear/take the Assessment test in their first eligible attempt.
  • 2.A participant will be allowed a maximum of 4 attempts to pass the assessment. If a candidate is unable to qualify/take the assessment after 4 attempts within two years, a fresh registration is required to complete the course.
Course Fees
Course fee of Certificate course on Fundamental and Technical Analysis of Stocks Including Equity Research is Rs.8,850/- [Rs. 7,500/- (Course fee) + Rs. 1350/- (18% GST)]
Refund policy
  • 1.Requests for refund or admission cancellation must be received at least one week before the Certificate Course starts.
  • 2.A deduction of 10% of the gross fee paid (including GST) will be applied, in accordance with ICAI norms.
  • 3.No refund requests will be accepted once the course has commenced.
For details-contact

To Secretary,
Committee on Financial Markets and Investors’ Protection
The Institute of Chartered Accountants of India
Second Floor, Hostel Block
ICAI Bhawan, A-29- Sector 62 Noida, 201309
E-mail: fata@icai.in
Contact Details: 0120- 3045905

Note: Committee reserves the right to change the venue, time, date, pattern and course curriculum.

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