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FINANCE ACCOUNTING   

Value Investing Training

Hands-on Value Investing Masterclass

Build practical skills in company valuation, financial statement analysis, intrinsic value estimation, portfolio construction, and long-term investment strategies. Learn through real-world case studies and hands-on exercises to develop career-ready value investing expertise.

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Course Overview
  

Course Overview

Successful investing is built on disciplined research, sound financial analysis, and the ability to identify quality businesses trading below their intrinsic value. Value investing focuses on understanding a company's fundamentals, evaluating long-term growth potential, managing investment risks, and making informed decisions rather than reacting to short-term market movements. In today's dynamic financial markets, investors also benefit from combining traditional value investing principles with modern analytical tools, data visualization, and AI-assisted research to make smarter investment decisions.

The Value Investing Training by myTectra is a comprehensive instructor-led program designed to help participants master the principles of value investing, financial statement analysis, company valuation, stock selection, portfolio construction, and long-term wealth creation. The program combines the timeless investing philosophies of renowned value investors with practical financial analysis, Microsoft Excel modeling, TradingView chart analysis, technical analysis fundamentals, and AI-powered investment research.

Through interactive workshops, real-world investment case studies, financial modeling exercises, valuation techniques, portfolio simulations, and hands-on market analysis, participants will learn how to identify undervalued businesses, estimate intrinsic value, assess management quality, evaluate investment risks, build diversified portfolios, and develop a disciplined investment strategy aligned with long-term financial goals.

Course Objectives

Upon successful completion of this training, participants will be able to:

  • Understand the principles and philosophy of value investing.
  • Analyze financial statements to evaluate business performance.
  • Assess business quality, competitive advantages, and management effectiveness.
  • Calculate intrinsic value using widely accepted valuation techniques.
  • Apply financial ratio analysis to support investment decisions.
  • Build diversified investment portfolios based on long-term objectives.
  • Utilize technical analysis to improve investment timing and market awareness.
  • Conduct AI-assisted investment research using modern analytical tools.
  • Evaluate investment risks and develop disciplined portfolio strategies.
  • Make informed investment decisions through practical financial analysis.

Prerequisites

Recommended:

  • Basic understanding of financial markets
  • Familiarity with Microsoft Excel
  • Interest in stock market investing
  • Basic accounting knowledge is beneficial but not mandatory
  • Willingness to analyze businesses and financial statements

No prior investment or trading experience is required.

Target Audience

This course is ideal for:

  • Individual Investors
  • Equity Research Analysts
  • Financial Analysts
  • Investment Analysts
  • Wealth Managers
  • Portfolio Managers
  • Finance Professionals
  • Corporate Finance Professionals
  • Business Analysts
  • Chartered Accountants (CA)
  • Cost Accountants (CMA)
  • MBA Finance Students
  • Commerce Graduates
  • Entrepreneurs
  • Professionals Interested in Long-Term Investing

Training Methodology

  • Instructor-Led Interactive Sessions
  • Value Investing Workshops
  • Financial Statement Analysis Labs
  • Company Valuation Exercises
  • Microsoft Excel Hands-on Sessions
  • TradingView Practical Demonstrations
  • Real-World Investment Case Studies
  • AI-Assisted Research Activities
  • Portfolio Construction Project
  • Interactive Discussions and Q&A Sessions

Tools Covered

  • Microsoft Excel
  • TradingView
  • Microsoft Excel Financial Functions
  • Company Annual Reports
  • Investor Presentations
  • Financial Ratio Analysis Templates
  • DCF Valuation Models
  • Portfolio Tracking Dashboards
  • AI-Assisted Investment Research Tools (Concepts)
  • Investment Screening Frameworks

Key Benefits

  • Master value investing principles for disciplined long-term wealth creation.
  • Analyze businesses using financial statements and valuation techniques.
  • Build diversified portfolios with effective risk management strategies.
  • Estimate intrinsic value using globally accepted investment frameworks.
  • Strengthen investment decisions through business and industry analysis.
  • Improve market timing using practical technical analysis techniques.
  • Utilize AI tools to accelerate investment research and company analysis.
  • Develop Excel models for valuation, screening, and portfolio tracking.
  • Gain practical experience through real-world investment case studies.
  • Prepare for careers in equity research, portfolio, and wealth management.
  

Course Outcomes

After completing this course, participants will be able to:

Analyze financial statements to identify strong businesses.
Analyze financial statements to identify strong businesses.
Intrinsic value using proven valuation methodologies.
Intrinsic value using proven valuation methodologies.
Evaluate business quality and competitive advantages.
Evaluate business quality and competitive advantages.
Diversified portfolios for long-term investment objectives.
Diversified portfolios for long-term investment objectives.
Apply technical analysis to improve entry and exit timing.
Apply technical analysis to improve entry and exit timing.
Investment risks using portfolio management techniques.
Investment risks using portfolio management techniques.
Utilize AI tools for financial research and analysis.
Utilize AI tools for financial research and analysis.
Create Excel-based dashboards for portfolio tracking.
Create Excel-based dashboards for portfolio tracking.
Make disciplined investment decisions using value investing.
Make disciplined investment decisions using value investing.
Strengthen long-term wealth creation through investing.
Strengthen long-term wealth creation through investing.
  

Course Outline

Module 1: Foundations of Value Investing

Topics Covered

  • Course Introduction
  • History and Evolution of Value Investing
  • Investment vs. Speculation
  • Principles of Value Investing
  • Long-Term Wealth Creation
  • Margin of Safety
  • Intrinsic Value Concepts
  • Investor Mindset
  • Common Investment Mistakes
  • Financial Market Overview

Practical Workshops

Explore:

  • Investment philosophy assessment
  • Wealth creation planning
  • Long-term investing strategies
  • Real-world investment examples
Module 2: Financial Literacy for Investors

Topics Covered

  • Reading Financial Statements
  • Income Statement Analysis
  • Balance Sheet Analysis
  • Cash Flow Statement Analysis
  • Financial Reporting Basics
  • Business Performance Evaluation
  • Earnings Quality Assessment
  • Annual Reports
  • Investor Presentations
  • Financial Red Flags

Practical Workshops

Develop:

  • Financial statement analysis
  • Company performance reviews
  • Annual report interpretation
  • Microsoft Excel financial analysis
Module 3: Business Analysis and Competitive Advantage

Topics Covered

  • Business Model Analysis
  • Revenue Drivers
  • Cost Structure Analysis
  • Industry Analysis
  • Competitive Landscape
  • Economic Moats
  • Porter’s Five Forces
  • Management Quality Assessment
  • Corporate Governance
  • ESG Fundamentals

Practical Workshops

Perform:

  • Business quality assessment
  • Competitive analysis
  • Management evaluation
  • Industry benchmarking
Module 4: Financial Ratio Analysis

Topics Covered

  • Profitability Ratios
  • Liquidity Ratios
  • Solvency Ratios
  • Efficiency Ratios
  • Cash Flow Ratios
  • Return on Equity (ROE)
  • Return on Capital Employed (ROCE)
  • Return on Assets (ROA)
  • Earnings Quality Analysis
  • Industry Benchmarking

Practical Workshops

Build:

  • Financial ratio models
  • Company benchmarking
  • Excel ratio dashboards
  • Investment comparison reports
Module 5: Intrinsic Valuation Techniques

Topics Covered

  • Intrinsic Value Fundamentals
  • Discounted Cash Flow (DCF)
  • Earnings Power Value
  • Asset-Based Valuation
  • Relative Valuation
  • Price-to-Earnings (P/E) Ratio
  • Enterprise Value (EV/EBITDA)
  • Price-to-Book (P/B) Ratio
  • Dividend Discount Model (DDM)
  • Margin of Safety Calculations

Practical Workshops

Develop:

  • Company valuation models
  • Intrinsic value calculations
  • Investment analysis reports
  • Excel valuation templates
Module 6: Finding Undervalued Companies

Topics Covered

  • Stock Screening Fundamentals
  • Screening Parameters
  • Value Traps
  • Undervalued Opportunities
  • Small-Cap Investing
  • Mid-Cap Investing
  • Large-Cap Investing
  • Turnaround Businesses
  • Special Situation Investments
  • Investment Screening Frameworks

Practical Workshops

Create:

  • Stock screening models
  • Company watchlists
  • Investment filtering strategies
  • Opportunity evaluation reports
Module 7: Portfolio Construction and Wealth Creation

Topics Covered

  • Portfolio Construction Principles
  • Asset Allocation
  • Diversification Strategies
  • Position Sizing
  • Portfolio Rebalancing
  • Dividend Investing
  • Compound Growth
  • Long-Term Wealth Creation
  • Portfolio Monitoring
  • Investment Performance Measurement

Practical Workshops

Develop:

  • Diversified portfolios
  • Asset allocation plans
  • Portfolio monitoring dashboards
  • Wealth creation strategies
Module 8: Behavioral Finance and Investor Psychology

Topics Covered

  • Psychology of Investing
  • Emotional Decision-Making
  • Fear and Greed
  • Behavioral Biases
  • Cognitive Errors
  • Investment Discipline
  • Long-Term Thinking
  • Decision Frameworks
  • Avoiding Common Mistakes
  • Developing Successful Investment Habits

Practical Workshops

Analyze:

  • Investor behavior patterns
  • Decision-making scenarios
  • Behavioral finance case studies
  • Investment discipline exercises
Module 9: Technical Analysis for Value Investors

Topics Covered

  • Technical Analysis Fundamentals
  • Dow Theory
  • Support and Resistance
  • Trend Analysis
  • Moving Averages
  • Relative Strength Index (RSI)
  • MACD Indicator
  • Volume Analysis
  • Entry and Exit Planning
  • Combining Fundamentals with Technical Analysis

Practical Workshops

Develop:

  • Technical chart analysis
  • Trend identification
  • Entry timing strategies
  • TradingView practice exercises
Module 10: TradingView and Market Analysis

Topics Covered

  • TradingView Platform Overview
  • Creating Watchlists
  • Chart Templates
  • Technical Indicators
  • Drawing Tools
  • Price Action Analysis
  • Multi-Timeframe Analysis
  • Market Alerts
  • Market Screening
  • Investment Tracking

Practical Workshops

Create:

  • TradingView workspaces
  • Investment watchlists
  • Technical dashboards
  • Market monitoring systems
Module 11: Chart Pattern Analysis for Investors

Topics Covered

  • Introduction to Chart Patterns
  • Continuation Patterns
  • Reversal Patterns
  • Double Top and Double Bottom
  • Head and Shoulders
  • Inverse Head and Shoulders
  • Triangles and Wedges
  • Flags and Pennants
  • Breakout and Pullback Strategies
  • Pattern Confirmation Techniques

Practical Workshops

Develop:

  • Chart pattern recognition skills
  • Breakout analysis
  • Trend continuation studies
  • Live market chart evaluation
Module 12: Candlestick Analysis

Topics Covered

  • Candlestick Fundamentals
  • Single Candlestick Patterns
  • Multiple Candlestick Patterns
  • Bullish Reversal Patterns
  • Bearish Reversal Patterns
  • Doji Variations
  • Hammer and Hanging Man
  • Engulfing Patterns
  • Morning Star and Evening Star
  • Candlestick Confirmation Strategies

Practical Workshops

Perform:

  • Candlestick pattern identification
  • Reversal signal analysis
  • Live chart interpretation
  • TradingView candlestick exercises
Module 13: Macroeconomic and Industry Analysis

Topics Covered

  • Understanding Economic Cycles
  • GDP and Economic Growth
  • Inflation and Interest Rates
  • Monetary and Fiscal Policy
  • Currency and Exchange Rates
  • Sector Rotation
  • Industry Life Cycle Analysis
  • Economic Indicators
  • Global Market Trends
  • Impact of Macroeconomics on Investments

Practical Workshops

Analyze:

  • Economic reports
  • Industry comparisons
  • Sector performance analysis
  • Market trend assessments
Module 14: AI for Investment Research

Topics Covered

  • Introduction to AI in Investing
  • AI-Assisted Company Research
  • Financial Statement Summarization
  • AI-Based News Analysis
  • AI Prompt Engineering for Investors
  • Investment Idea Generation
  • AI-Powered Stock Screening
  • Responsible Use of AI
  • AI Productivity Tools
  • Future of AI in Investment Analysis

Practical Workshops

Build:

  • AI-assisted company research workflows
  • Investment research prompts
  • AI-based financial summaries
  • Smart research templates
Module 15: Investment Risk Management

Topics Covered

  • Types of Investment Risks
  • Business Risk Assessment
  • Financial Risk Analysis
  • Market Risk
  • Liquidity Risk
  • Concentration Risk
  • Diversification Strategies
  • Capital Preservation
  • Portfolio Risk Monitoring
  • Risk-Adjusted Investing

Practical Workshops

Develop:

  • Risk assessment reports
  • Portfolio risk analysis
  • Diversification strategies
  • Risk monitoring dashboards
Module 16: Sector and Industry Research

Topics Covered

  • Banking Sector Analysis
  • Information Technology Sector
  • FMCG Industry
  • Pharmaceutical Industry
  • Manufacturing Businesses
  • Infrastructure Companies
  • Energy and Utilities
  • Consumer Businesses
  • Healthcare Sector
  • Emerging Industries

Practical Workshops

Prepare:

  • Sector comparison reports
  • Industry outlook analysis
  • Business ranking models
  • Investment opportunity assessments
Module 17: Real-World Value Investing Case Studies

Topics Covered

  • Benjamin Graham Investment Framework
  • Warren Buffett Investment Philosophy
  • Charlie Munger's Business Quality Approach
  • Indian Value Investing Success Stories
  • Multibagger Investment Analysis
  • Turnaround Company Case Studies
  • Dividend Growth Companies
  • Failed Investment Lessons
  • Long-Term Compounders
  • Portfolio Review Sessions

Practical Workshops

Evaluate:

  • Historical investment case studies
  • Successful business models
  • Investment mistakes
  • Portfolio improvement opportunities
Module 18: Building Your Own Investment Portfolio

Topics Covered

  • Defining Investment Objectives
  • Portfolio Design
  • Asset Allocation Strategy
  • Stock Selection Framework
  • Portfolio Diversification
  • Portfolio Rebalancing
  • Performance Tracking
  • Investment Journaling
  • Long-Term Portfolio Review
  • Continuous Learning Strategy

Practical Workshops

Develop:

  • Personal investment portfolio
  • Portfolio allocation strategy
  • Investment tracking workbook
  • Long-term investment roadmap
Module 19: Investment Analytics and Portfolio Dashboards

Topics Covered

  • Microsoft Excel Portfolio Models
  • Portfolio Performance Analysis
  • Return Calculations
  • Dividend Tracking
  • Watchlist Management
  • KPI Dashboards
  • Investment Reporting
  • AI-Assisted Portfolio Insights
  • Financial Visualization
  • Executive Investment Dashboards

Practical Workshops

Create:

  • Investment dashboards
  • Portfolio analytics reports
  • Performance tracking templates
  • Automated investment summaries
Module 20: Capstone Project – End-to-End Value Investing Analysis

Comprehensive Investment Project

Participants will:

  • Analyze a publicly listed company using financial statements, annual reports, investor presentations, and industry data.
  • Evaluate business quality, competitive advantages, management effectiveness, and corporate governance practices.
  • Perform comprehensive financial ratio analysis and estimate intrinsic value using DCF, relative valuation, and margin of safety principles.
  • Assess macroeconomic conditions, sector performance, and industry trends affecting long-term business growth.
  • Apply Trading View, chart patterns, candlestick analysis, and technical indicators to identify favorable entry opportunities.
  • Build a diversified investment portfolio with appropriate asset allocation, position sizing, and risk management strategies.
  • Use AI-assisted tools to summarize financial reports, screen investment opportunities, and improve research productivity.
  • Develop a professional investment thesis supported by financial analysis, valuation assumptions, business quality assessment, and identified risks.
  • Design Microsoft Excel dashboards to monitor portfolio performance, returns, allocation, and investment KPIs.
  • Present a complete investment recommendation with valuation, portfolio strategy, expected returns, risk analysis, and long-term wealth creation objectives.

Join the Course Now!
  

Clients Testimonials

Hear what our learners say about myTectra!

The Value Investing Training from myTectra completely changed the way I evaluate businesses. Instead of chasing market trends, I now focus on understanding financial statements, intrinsic value, and the long-term strength of a company. The valuation exercises and real market case studies made every concept practical and easy to apply.
Kishore R
Equity Research Associate
I had invested in the stock market for a few years, but this course helped me become a far more disciplined investor. The sessions on business analysis, margin of safety, portfolio construction, and risk management gave me a structured framework for making investment decisions. The trainers explained complex topics with real examples, which made the learning experience highly engaging.
Srinath Goud
Finance Manager
Every module added something valuable, from reading annual reports and analyzing company fundamentals to using TradingView and understanding valuation models. I particularly liked that the course balanced traditional value investing principles with modern tools and AI-assisted research. It has significantly improved the quality of my investment analysis.
Vaishnavi Bhatt
Investment Analyst
One of the biggest takeaways for me was learning how to separate strong businesses from attractive-looking stocks. The practical workshops on financial ratios, DCF valuation, portfolio building, and industry analysis gave me confidence to make research-driven investment decisions. myTectra has created a program that is useful for both beginners and experienced investors looking to strengthen their approach.
David Joyel
Senior Business Analyst

Why Choose Us?

Discover key features that set our training apart.

Expert-Led Training

Learn from certified instructors with real-world industry experience.

Hands-On Learning

Practical assignments and projects to build job-ready skills.

Globally Recognized Certificate

Earn a professional certificate to boost your career opportunities.

FAQ's

What is the duration of this course?

The total course duration is 40 hours delivered via instructor-led sessions and practical labs.

Will I get placement assistance?

myTectra is providing 100% placement assistance on our key courses. We help you with the career counselling, Exams on Key courses, Mock Interviews and Technical Interviews Tips.

Landing an interview proves that you have the job-specific skills for the position, but how do your interview skills stack up? Also, Soft skills are often the most important factor in showing you're the best candidate for the job.

Hence we are conducting FREE TRAINING on Soft-Skills worth Rs-25, 000 to all myTectra students which will help you to attend the interviews with more confidence.

What if I miss a class?

You will never miss a lecture at myTectra. You can choose either of the two options:

Classroom Training:

  • If you miss one or few classes we can give a backup class based on trainer and your convenient time. 
  • In case if you miss many classes, we can reschedule your class with upcoming batches or other running batches based on how many courses topics you have completed so far.

Live-Online Training:

  • View the recorded session of the class available in your LMS.
  • You can attend the missed session, in any other live batch.
Can I attend a demo session before enrollment?

Yes. We arrange a free demo for all the courses either in the Classroom or Live-Online demo. Please fill the demo request form below to schedule a free demo.

What if I have more queries?

Just give us a CALL at +918047112411 OR email at support@mytectra.com

What are the payment options?

Payments can be made using any of the following options and a receipt of the same will be issued to you automatically via email for both classroom training and Online training.

  • Visa Debit/Credit Card
  • American Express and Diners Club Card
  • Master Card
  • PayPal
  • Net Banking/Wire Transfer
  • UPI Payment such as Google Pay, PhonePe, Paytm
  • Cash/Cheque/DD ( Not for Online Training )
Where do the classes take place?

For Individual: 

Classroom Training - Bangalore

Live-Online Training - Globally 

For Corporates: 

Classroom Training - We deliver classroom training for corporate in more than 20 countries. Send us an Enquiry Now!

Online Training - Globally

* All of the classes are conducted live online. They are interactive sessions that enable you to ask questions and participate in discussions during class time. We do, however, provide recordings of each session you attend for your future reference.

Who are the Trainers?

Our Trainer’s are chosen not only for their knowledge and expertise but also for their real-time experience in the respective courses.

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Advance Your Value Investing Skills with Expert Training

Gain expertise in company valuation, financial statement analysis, intrinsic value estimation, portfolio management, and value investing strategies.