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
Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.

André FelipePrompt Engineering Student
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