NIFASE
Job Oriented Course

INVESTMENT ANALYST & PORTFOLIO MANAGEMENT PROGRAM

Instructor: NIFASE Faculty
14,990 already enrolled
Included with NIFASE Institute
12 modules
Module-wise syllabus
4.6
(740 reviews)
Professional Program
Level
Flexible schedule
Learn at your own pace
96%
Learners liked this course

A program for aspiring investment analysts covering financial statement analysis, research framework, valuation logic (conceptual), portfolio construction basics, performance review, and professional reporting.

Skills you'll gain

Analyst MindsetFinancial StatementsIndustry ResearchValuation LogicEquity Research ProcessPortfolio BasicsPerformance ReviewProfessional Reporting

See where our learners get hired

Roles across brokerages, banks, research desks, and fintech.

Hiring / Placement support

Modules

Module 1: Role of an Investment Analyst
  • What investment analysts do
  • Buy-side vs sell-side overview
  • Analyst vs trader vs advisor mindset
  • Ethical responsibilities (conceptual)
Module 2: Financial Statement Analysis
  • Income statement, balance sheet & cash flow (analyst view)
  • Revenue, profitability & cash flow analysis
  • Understanding financial quality
  • Red flags in financials
Module 3: Business & Industry Analysis
  • Business model evaluation
  • Competitive advantage concepts
  • Industry structure & cycles
  • Sector-level analysis
Module 4: Valuation Fundamentals (Conceptual)
  • Purpose of valuation
  • Relative vs absolute valuation (overview)
  • Valuation limitations
  • Analyst judgment vs numbers
  • Focus on logic, not complex math
Module 5: Equity Research Framework
  • Research process & documentation
  • Qualitative vs quantitative analysis
  • Building an investment thesis
  • Monitoring & review mindset
Module 6: Portfolio Management Basics
  • Portfolio construction logic
  • Diversification principles
  • Risk-return trade-off
  • Portfolio rebalancing basics
Module 7: Asset Allocation & Risk Management
  • Strategic asset allocation
  • Portfolio risk measurement (conceptual)
  • Drawdown & volatility awareness
  • Capital preservation mindset
Module 8: Performance Measurement & Review
  • Portfolio performance evaluation
  • Benchmarking concepts
  • Attribution analysis (intro level)
  • Learning from outcomes
Module 9: Case Studies & Practical Analysis
  • Equity & portfolio case studies
  • Market cycle-based decisions
  • Portfolio adjustment scenarios
  • Analyst decision review
Module 10: Analyst Communication & Reporting
  • Presenting investment ideas
  • Writing basic research notes
  • Explaining portfolio decisions
  • Professional communication standards
Module 11: Ethics, Compliance & Limitations
  • Ethical decision-making
  • Conflict of interest awareness
  • Responsible analysis practices
  • Professional integrity mindset
Module 12: Career Roadmap & Next Steps
  • Analyst & PM career paths
  • Skill roadmap (advanced finance, certifications)
  • Continuous learning approach
  • Transition to higher roles

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FAQ

Answers before you even ask.

A quick rundown of how NIFASE works so you can focus on trading, not decoding terms and conditions.

NIFASE is a finance and trading education hub that combines funded evaluations with structured learning so traders can qualify for real payout accounts.

Basic market knowledge helps, but the programs start from risk and psychology foundations, then move into playbook building and evaluation rules.

Once funded criteria are met, you can request withdrawals on the dashboard. Approved payouts are processed to your chosen method and logged as certificates.

Most challenges are one‑time fees per account size, with optional re‑tries and scaling plans if you want to grow into larger capital tiers.