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Enhance your analytical and research skills to develop precise and professional investment reports.
This program aims to equip researchers and analysts in financial institutions with advanced, professional skills in producing high-quality investment research. Participants will learn sophisticated techniques for company analysis, interpreting financial statements, assessing risks, and developing financial models that support informed decision-making. The program covers internationally recognized research methodologies, including how to craft Sell-Side and Buy-Side reports and build clear investment theses grounded in accurate data and objective analysis. It also explores sector and market analysis, interpreting economic news and trends, and linking these insights to actionable investment recommendations. Real examples and research reports from both the Saudi and global markets are incorporated throughout the program. The training relies on intensive workshops where participants analyze real data, construct valuation models, and produce a complete investment report that will be presented and discussed on the final day.
Capital Market
Trading and Investment
Portfolio/ Fund
Not Exist
Lecture
Case Studies +3
Lecture
Case Studies
Brainstroming
Practical Implementation
Exercises and assignments
Pre Assessment
Post Assessment
Research Department Staff in the Capital Market Sector
This provides you with the opportunity to select the available times that suit you best for participation in our program. These times represent slots during which we are ready to welcome you and provide assistance and guidance.
In Class Training
The role of investment research in supporting investment decisions
Types of investment research
Building an investment thesis
Familiarity with key data sources and information
Workshop: Preliminary analysis of a listed company
In Class Training
Reading financial statements and analyzing trends
Key Financial Indicators
Analyzing capital structure
Evaluating operational performance
Practical exercise: Analyzing real company data
In Class Training
Introduction to financial valuation
Discounted Cash Flow (DCF) model
Valuation using multiples
Estimating growth and risk
Workshop: Building a simplified valuation model
In Class Training
Understanding how geopolitical dynamics influence financial markets
Effects of conflicts, sanctions, and global alliances on company valuation
Integrating geopolitical risk into financial models (Country Risk Premium)
Sector implications of geopolitical shifts (Energy, Banking, Telecom, Defense…)
Interpreting global events and incorporating them into Buy-Side and Sell-Side recommendations
In Class Training
Data collection and analysis using artificial intelligence
Summarizing financial information and news using models such as GPT
Supporting investment analysis and recommendations
Drafting professional investment report sections using AI while maintaining research integrity
Risks associated with the use of artificial intelligence in research and how to mitigate them
In Class Training
Sector analysis factors
Market dynamics and competitiveness
Porter’s Five Forces framework
In Class Training
Components of a professional investment report
Drafting investment recommendations
Structuring the report and preparing the executive summary
Presentation and communication skills
Workshop: Preparing a complete investment report
In Class Training
Presenting reports to participants
Discussing findings and outcomes
Providing feedback to enhance analytical quality
Understand the role of investment research in guiding financial and strategic decision-making within institutions.
Analyze financial statements and interpret key indicators to assess performance and forecast financial trends.
Apply fundamental analysis tools to evaluate investment attractiveness and the quality of listed companies.
Build preliminary financial models using DCF and Multiples methodologies to support valuation analysis.
Analyze operational and financial risks and systematically link them to the resulting investment recommendations.
Develop professional investment reports following both Sell-Side and Buy-Side research methodologies.
