Due Diligence Course
Master the art of due diligence for public equities: dissect SEC filings, construct robust financial models, benchmark against competitors, evaluate leadership and competitive edges, perform valuations, and develop precise Buy/Hold/Avoid recommendations to enhance your investment choices in practical finance scenarios. This course equips you with essential tools for real-world decision-making in equity analysis.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain a hands-on, complete guide to confidently assess public companies. Master building accurate financial models, scrutinising ratios and growth metrics, comparing with industry peers, and decoding EDGAR filings. Explore management effectiveness, corporate governance, valuation techniques, risk evaluation, catalyst identification, and crafting compelling investment recommendations.
Elevify advantages
Develop skills
- Financial modelling: swiftly reconstruct 3-year financial statements from SEC documents.
- Ratio and valuation scrutiny: compare peers via P/E, EV/EBITDA, and expansion rates.
- Qualitative assessment: appraise leadership, economic moats, ESG factors, and major risks.
- Primary investigation: extract actionable insights from 10-Ks, 10-Qs, proxy statements, and earnings calls.
- Investment reports: produce concise Buy/Hold/Avoid analyses featuring catalysts and scenarios.
Suggested summary
Before starting, you can change the chapters and 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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