Skip to content
Ucanlyfor Education
Back to courses
AdvancedStock Market and Investment Analysis8 weeks
Certificate IncludedCertificate EligibleUcanly certificate

Stock Market and Investment Analysis: Advanced

From analyst to professional investor and quant: advanced valuation, factor investing, derivatives, machine learning, and a committee defended deliverable.

Duration
8 weeks
Level
Advanced
Content
48 lessons
8 modules · 15 h 47 min
Certificate
Included
On completion
Access
Fee by email
Or take the free aptitude test

What you'll learn

Think like a portfolio manager, building advanced DCF and reverse DCF models and valuing difficult businesses
Understand factor investing across value, momentum, quality, and size, and build and combine multi factor models
Understand options pricing, Greeks, and volatility, and use derivatives to hedge and manage risk rather than gamble
Apply modern portfolio theory, risk models including VaR, and position sizing with Kelly style thinking
Apply machine learning and NLP to investing honestly, using alternative data while guarding against overfitting
Research a complete quantitative factor strategy, backtested and validated end to end with a defended research report
Understand how real funds operate, performance attribution, behavioural finance, and the SEBI regulatory framework
Understand AI governance and model risk in investing, keeping quantitative models from causing catastrophe
Deliver a full professional investment research or systematic fund deliverable defended to an investment committee

Who this course is for

  • Intermediate level graduates ready to move into professional investing or quantitative research roles
  • Working analysts and researchers preparing for buy side analyst, quantitative analyst, or portfolio manager roles
  • Anyone preparing for CFA or NISM pathways alongside practical, hands on portfolio work
  • Anyone who wants a rigorous, quantitative framework for testing investment ideas before committing capital

Skills you'll gain

Advanced InvestingEquity Research AnalystBuy Side AnalystPortfolio ManagerAdvanced ValuationReverse DCFSpecial SituationsFactor InvestingMulti Factor ModelsQuantitative ResearchDerivativesOptions GreeksHedgingValue at RiskTail RiskPortfolio TheoryPortfolio OptimizationMachine Learning InvestingNLP on FilingsAlternative DataBacktestingOverfitting ControlPerformance AttributionBehavioural FinanceModel RiskCFA and NISMInvestment Committee

This course includes

Live mentor led Ucanly sessions plus self paced recorded content, fully online
All practical work done through research, quantitative models, historical backtesting, and simulated portfolios, no real money at risk
A minor project researching and validating a quantitative factor strategy by week eight
A major project delivering a professional investment research or systematic fund deliverable by week twelve
Ucanly mock investment committee and analyst interviews, senior research and quant portfolio review, resume and profile audit, and placement guidance
Direction toward CFA and NISM pathways, and Advanced Certificate of Completion from Ucanly

Course content

8 modules · 48 lessons · 15 h 47 min

Advanced valuation and deep research, quantitative investing and factors, derivatives hedging and options, portfolio theory and risk management, machine learning and alternative data, a minor project researching a quantitative factor strategy, fund management behaviour and governance, and a major project delivering a professional investment deliverable.

Requirements

  • Completion of the Stock Market and Investment Analysis Intermediate level, or hands on experience building valuation models, research reports, and backtested strategies
  • A computer capable of running Python with Pandas, NumPy, statsmodels, and scikit learn
  • Comfort with DCF valuation, basic statistics, and Python programming

About this course

Stock Market and Investment Analysis with Ucanly, Level 3 Advanced, takes you from analyst to professional investor and quant. This is an advanced educational program in investment analysis and quantitative research. Ucanly and its mentors are not registered investment advisers, this course is not investment advice, and nothing in it is a recommendation to buy or sell any security. Any strategy, backtest, or simulated result implies future returns, and all markets carry genuine risk of loss. Every project in this level uses simulated data, historical data, backtesting, and simulated portfolios only, with no real money. Built for practitioners who have completed the Intermediate level or have hands on experience building valuation models, research reports, and backtested strategies, this program goes deep into advanced DCF and reverse DCF, valuing difficult businesses, and factor investing across value, momentum, quality, and size. In your minor project in week eight, you will research a complete quantitative factor strategy, backtested and validated end to end, with a defined hypothesis, factor construction, out of sample testing, risk and transaction cost modelling, and a defended research report. You will then study options, hedging, and derivatives, modern portfolio theory and risk models, and machine learning and alternative data applied honestly to investing. You will graduate having delivered a full professional investment deliverable in your week twelve major project, either a deep buy side thesis with a valuation and catalyst model, or a systematic fund strategy with backtests, a risk framework, and attribution, defended to Ucanly mentors acting as an investment committee.

Earn a Ucanly certificate

Complete this course to earn a Ucanly certificate with its own page and QR code. Save it as a PDF, share its link, or add it to the certifications on your LinkedIn profile.

Certificate IncludedCertificate EligibleUcanly certificate

Frequently asked questions

No. This is an advanced educational program in investment analysis and quantitative research. Ucanly and its mentors are not registered investment advisers, this course is not investment advice, and nothing in it is a recommendation to buy or sell any security. Any strategy, backtest, or simulated result implies future returns, and real decisions should be based on your own judgement and, where needed, a SEBI registered adviser.

It is recommended, but hands on experience building valuation models, research reports, and backtested strategies is sufficient to start.

Yes, your minor project is a complete quantitative factor strategy researched, backtested, and validated end to end, with a defined hypothesis, factor construction, out of sample testing, risk and transaction cost modelling, and a defended research report.

A full investment research and portfolio management deliverable, either a deep buy side thesis with a valuation and catalyst model, or a systematic fund strategy simulated fund with backtests, a risk framework, and attribution, defended to Ucanly mentors as an investment committee.