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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...
Portfolio and Asset Manag...
Investment Analysts
Sell-Side Research Profes...
+2Research Department Staff in the Capital Market Sector
Portfolio and Asset Management Analysts
Investment Analysts
Sell-Side Research Professionals
Investor Relations staff in listed companies
Financial Analysts working in brokerage and asset management
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.
Self Learning
Module 1: Investment Research Methodologies and Their Institutional Role
Module 2: Financial Analysis and Data Interpretation
Module 3: Financial Models Used in Valuation
Module 4: Geopolitical Analysis and Its Impact on Investment Research
Module 5: Industry and Sector Analysis
Module 6: Industry and Sector Analysis
Module 7: Writing the Investment Report
Module 8: Final Report Presentation and Evaluation
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.
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