Due Diligence Course
This course equips you with essential due diligence skills for public equities. Learn to dissect SEC filings, construct robust financial models, compare peers using key ratios, evaluate management and competitive advantages, perform valuations, identify risks and catalysts, and produce professional Buy/Hold/Avoid reports to enhance your investment decision-making in practical finance scenarios.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Gain a complete, hands-on method to assess public companies effectively. Master creating accurate financial models, examining ratios and growth metrics, comparing with industry peers, and reviewing EDGAR filings. Explore management evaluation, governance practices, valuation techniques, risk assessment, catalyst identification, and preparing concise investment recommendations.
Elevify advantages
Develop skills
- Financial modelling: Quickly reconstruct three-year financial statements from SEC documents.
- Ratio and valuation analysis: Compare peers with P/E, EV/EBITDA, and growth indicators.
- Qualitative assessment: Analyse management, economic moats, ESG factors, and major risks.
- Primary research: Extract actionable insights from 10-Ks, 10-Qs, proxy statements, and earnings calls.
- Investment reports: Develop structured Buy/Hold/Avoid recommendations featuring catalysts and scenarios.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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