communication6 linked rolesDOCX curriculum added

Research writing

ER analysts, credit analysts, VC analysts, and economists produce research that shapes investment decisions. Writing a rigorous, evidence-based note that a PM actually reads and acts on is rare and highly valued.

~1h video + 2-3 days

Docscharts

Premium skill path

Verified links, minimum path, progress tracking, and portfolio project.

Verified videos

1 pending

Verified playlists

Podcasts listed

0 with links

AI tools

~1h video + 2-3 days

Exact videos and playlists

Use the minimum path first. Toggle full library for AI tools, podcasts, and pending rows.

Verified links only

Start with this playlist

PlaylistBIWS (@BreakingIntoWallStreet)

Equity Research Report Writing — BIWS

Initiation of coverage reports, update notes, investment memos, earnings recaps — sell-side and buy-side research writing formats.

Matched via YouTube search — needs review

Next videos

Beginner

How to Write an Equity Research Report — Introduction

BIWS

BIWS. Report anatomy — investment thesis, business description, model summary, valuation, risks.

Matched via YouTube search — needs review

Open on YouTube →

Beginner

Professional Writing for Finance in Hindi

Ankur Warikoo

Ankur Warikoo. Structuring thoughts for senior audiences — best Hindi professional writing resource.

Matched via YouTube search — needs review

Open on YouTube →

Intermediate

Sell-Side Research Note — Full Build Walkthrough

BIWS

BIWS. Complete results update note — thesis, financials, catalysts, revised price target, risks.

Matched via YouTube search — needs review

Open on YouTube →

Report a broken link or suggest a better resource

Best course and readings

Free-first learning, official readings, and certification-relevant sources.

Writing in the SciencesStanford University / Coursera - Free to audit CFA Institute research and policy centerStanford University / Coursera - official-exam - intermediate

Community verdict

Public review signal captured from the curriculum and current resource map.

BIWS for research report structure. Studying published Motilal Oswal, Kotak, ICICI Securities reports (all free) is the top community recommendation. Ankur Warikoo for professional writing skills in Hindi. CFA Institute for advanced research standards.

BIWS YouTube Stanford Writing Coursera Motilal Oswal Research (free)

Industry-ready project

Build proof that can become a resume bullet and interview story.

Quarterly Results Update Note - 2 Pages

2-3 days

Portfolio proof

After a company you follow releases its quarterly results, write a 2-page 'results update note' in sell-side format. First paragraph: recommendation + key takeaway (recommendation must be clear in the first sentence). Then: revenue/EBITDA vs. your estimate. 3 positive takeaways and 3 concerns. Revised price target. Rating. Total readable in under 3 minutes by a busy portfolio manager.

Deliverables

2-page results update note
Revenue/EBITDA table (actual vs. estimate vs. prior quarter)
Revised 3-year model summary
Recommendation with one-line rationale
Resume bullet

Tools

Word or Google Docs
Company earnings press release + call transcript

Authored sell-side style 2-page quarterly results note for [Company]; assessed earnings quality, updated model, and maintained Buy recommendation with revised price target.

Skill project3-7 daysStarter

Publish a concise research note with evidence, charts, and risks

A credit memo or rating note with borrower profile, ratio analysis, risk rating, downside case, and monitoring triggers.

Steps

Outputs

DocschartsPublic filingsGoogle Docs

Open project workspace

Open full project briefWhat to do

Scenario

You are working as a Venture Capital. Your manager asks you to use Research Writing to answer a real business or investment question and present a decision-ready output.

Objective

Show that you can apply Research Writing in a practical analyst workflow, not only explain the theory.

How to start

Pick a borrower, issuer, or sector case.
Collect financials, debt schedule, ratings, business profile, and management commentary.
Define the lending/rating question and time horizon.

Step-by-step execution

Analyze revenue quality, margins, leverage, coverage, liquidity, and working capital.
Identify business, financial, management, and industry risks.
Run base and stress cases for cash flow and debt servicing.
Assign an internal risk view or rating direction.
Write monitoring triggers and early warning signals.

What to submit

Brief
Model or notebook
Charts or dashboard
Resume bullet
Source and assumption log
One-page executive summary
Final memo PDF

Data and sources

Annual report
Credit rating rationale
RBI/SEBI filings where relevant
Sector data
Company news and lender disclosures

Quality checklist

Credit ratios are calculated consistently.
Cash flow analysis matters more than accounting profit.
Risk view is supported by evidence.
Stress case is severe but plausible.
Memo ends with a clear lend/avoid/watch recommendation.

Interview talk track

Problem: explain the business question and why it matters for Venture Capital.
Method: describe the data collected, assumptions made, and analysis performed.
Decision: state the recommendation, key risk, and what would change your view.

Resume bullet

Built a a credit memo or rating note with borrower profile, ratio analysis, risk rating, downside case, and monitoring triggers. for Research Writing, using Docs, charts to convert raw information into a decision-ready finance output.

Role capstone3-5 focused daysAdvanced

Full initiation report

Equity Research portfolio artifact 1 of 5

Steps

Outputs

Excel or Google SheetsDocsSlidesPublic filings

Open project workspace

Open full project briefWhat to do

Scenario

Act as a junior Equity Research analyst. Use public information to produce a decision-ready work product for a manager or interview panel.

Objective

Show that you can apply Accounting Fluency, Valuation, Equity Research, Research Writing, Financial Modeling in a practical analyst workflow, not only explain the theory.

How to start

Pick one listed company and define the valuation date.
Collect financial statements for at least three years.
Choose 4-6 comparable companies and capture market multiples.
Create an assumptions tab with revenue, margin, capex, working capital, WACC, and terminal growth.

Step-by-step execution

Build historical financials and clean one-off items.
Forecast revenue, costs, taxes, capex, and working capital.
Calculate DCF value, trading comps value, and transaction comps value where possible.
Run sensitivity on WACC, terminal growth, exit multiple, and margin assumptions.
Write a final recommendation explaining upside/downside, key risks, and what would change your view.

What to submit

Professional brief
Financial model or analytical workbook
Presentation deck
Source log
Interview talking points
Source and assumption log
One-page executive summary
Final output file

Data and sources

Annual reports, investor presentations, exchange filings, SEBI/RBI/NSE/BSE pages, and official company disclosures.
Latest annual report
Quarterly results or investor presentation
NSE/BSE price history
Peer company filings
Public transaction/news sources

Quality checklist

Clear problem statement and role context
Source-backed assumptions
Clean model, memo, notebook, or dashboard
Decision recommendation with risks
Resume bullet and interview talk track

Interview talk track

Problem: explain the business question and why it matters for Equity Research.
Method: describe the data collected, assumptions made, and analysis performed.
Decision: state the recommendation, key risk, and what would change your view.

Resume bullet

Built a Equity Research capstone on full initiation report using public sources, structured analysis, and a decision-ready output.

Role capstone3-5 focused daysAdvanced

Quarterly earnings model update

Equity Research portfolio artifact 2 of 5

Steps

Outputs

Excel or Google SheetsDocsSlidesPublic filings

Open project workspace

Open full project briefWhat to do

Scenario

Act as a junior Equity Research analyst. Use public information to produce a decision-ready work product for a manager or interview panel.

Objective

Show that you can apply Accounting Fluency, Valuation, Equity Research, Research Writing, Financial Modeling in a practical analyst workflow, not only explain the theory.

How to start

Pick one listed company and define the valuation date.
Collect financial statements for at least three years.
Choose 4-6 comparable companies and capture market multiples.
Create an assumptions tab with revenue, margin, capex, working capital, WACC, and terminal growth.

Step-by-step execution

Build historical financials and clean one-off items.
Forecast revenue, costs, taxes, capex, and working capital.
Calculate DCF value, trading comps value, and transaction comps value where possible.
Run sensitivity on WACC, terminal growth, exit multiple, and margin assumptions.
Write a final recommendation explaining upside/downside, key risks, and what would change your view.

What to submit

Professional brief
Financial model or analytical workbook
Presentation deck
Source log
Interview talking points
Source and assumption log
One-page executive summary
Final output file

Data and sources

Public transaction announcements, DRHP/RHP filings, exchange releases, rating reports, and company presentations.
Latest annual report
Quarterly results or investor presentation
NSE/BSE price history
Peer company filings
Public transaction/news sources

Quality checklist

Clear problem statement and role context
Source-backed assumptions
Clean model, memo, notebook, or dashboard
Decision recommendation with risks
Resume bullet and interview talk track

Interview talk track

Problem: explain the business question and why it matters for Equity Research.
Method: describe the data collected, assumptions made, and analysis performed.
Decision: state the recommendation, key risk, and what would change your view.

Resume bullet

Built a Equity Research capstone on quarterly earnings model update using public sources, structured analysis, and a decision-ready output.

Role capstone5-7 focused daysAdvanced

Sector market share database

Equity Research portfolio artifact 3 of 5

Steps

Outputs

Excel or Google SheetsDocsSlidesPublic filings

Open project workspace

Open full project briefWhat to do

Scenario

Act as a junior Equity Research analyst. Use public information to produce a decision-ready work product for a manager or interview panel.

Objective

Show that you can apply Accounting Fluency, Valuation, Equity Research, Research Writing, Financial Modeling in a practical analyst workflow, not only explain the theory.

How to start

Pick one listed company and define the valuation date.
Collect financial statements for at least three years.
Choose 4-6 comparable companies and capture market multiples.
Create an assumptions tab with revenue, margin, capex, working capital, WACC, and terminal growth.

Step-by-step execution

Build historical financials and clean one-off items.
Forecast revenue, costs, taxes, capex, and working capital.
Calculate DCF value, trading comps value, and transaction comps value where possible.
Run sensitivity on WACC, terminal growth, exit multiple, and margin assumptions.
Write a final recommendation explaining upside/downside, key risks, and what would change your view.

What to submit

Professional brief
Financial model or analytical workbook
Presentation deck
Source log
Interview talking points
Source and assumption log
One-page executive summary
Final output file

Data and sources

Public filings, official regulatory material, public datasets, company career/domain research, and a documented source log.
Latest annual report
Quarterly results or investor presentation
NSE/BSE price history
Peer company filings
Public transaction/news sources

Quality checklist

Clear problem statement and role context
Source-backed assumptions
Clean model, memo, notebook, or dashboard
Decision recommendation with risks
Resume bullet and interview talk track

Interview talk track

Problem: explain the business question and why it matters for Equity Research.
Method: describe the data collected, assumptions made, and analysis performed.
Decision: state the recommendation, key risk, and what would change your view.

Resume bullet

Built a Equity Research capstone on sector market share database using public sources, structured analysis, and a decision-ready output.

Career Coach

FinPreparooFinance career OS

communication6 linked rolesDOCX curriculum added

Research writing

~1h video + 2-3 days

Docscharts

Premium skill path

Verified links, minimum path, progress tracking, and portfolio project.

Verified videos

1 pending

Verified playlists

Podcasts listed

0 with links

AI tools

~1h video + 2-3 days

Exact videos and playlists

Use the minimum path first. Toggle full library for AI tools, podcasts, and pending rows.

Verified links only

Start with this playlist

PlaylistBIWS (@BreakingIntoWallStreet)

Equity Research Report Writing — BIWS

Initiation of coverage reports, update notes, investment memos, earnings recaps — sell-side and buy-side research writing formats.

Matched via YouTube search — needs review

Next videos

Beginner

How to Write an Equity Research Report — Introduction

BIWS

BIWS. Report anatomy — investment thesis, business description, model summary, valuation, risks.

Matched via YouTube search — needs review

Open on YouTube →

Beginner

Professional Writing for Finance in Hindi

Ankur Warikoo

Ankur Warikoo. Structuring thoughts for senior audiences — best Hindi professional writing resource.

Matched via YouTube search — needs review

Open on YouTube →

Intermediate

Sell-Side Research Note — Full Build Walkthrough

BIWS

BIWS. Complete results update note — thesis, financials, catalysts, revised price target, risks.

Matched via YouTube search — needs review

Open on YouTube →

Report a broken link or suggest a better resource

Best course and readings

Free-first learning, official readings, and certification-relevant sources.

Writing in the SciencesStanford University / Coursera - Free to audit CFA Institute research and policy centerStanford University / Coursera - official-exam - intermediate

Community verdict

Public review signal captured from the curriculum and current resource map.

BIWS YouTube Stanford Writing Coursera Motilal Oswal Research (free)

Industry-ready project

Build proof that can become a resume bullet and interview story.

Quarterly Results Update Note - 2 Pages

2-3 days

Portfolio proof

Deliverables

2-page results update note
Revenue/EBITDA table (actual vs. estimate vs. prior quarter)
Revised 3-year model summary
Recommendation with one-line rationale
Resume bullet

Tools

Word or Google Docs
Company earnings press release + call transcript

Authored sell-side style 2-page quarterly results note for [Company]; assessed earnings quality, updated model, and maintained Buy recommendation with revised price target.

Skill project3-7 daysStarter

Publish a concise research note with evidence, charts, and risks

A credit memo or rating note with borrower profile, ratio analysis, risk rating, downside case, and monitoring triggers.

Steps

Outputs

DocschartsPublic filingsGoogle Docs

Open project workspace

Open full project briefWhat to do

Scenario

You are working as a Venture Capital. Your manager asks you to use Research Writing to answer a real business or investment question and present a decision-ready output.

Objective

Show that you can apply Research Writing in a practical analyst workflow, not only explain the theory.

How to start

Pick a borrower, issuer, or sector case.
Collect financials, debt schedule, ratings, business profile, and management commentary.
Define the lending/rating question and time horizon.

Step-by-step execution

Analyze revenue quality, margins, leverage, coverage, liquidity, and working capital.
Identify business, financial, management, and industry risks.
Run base and stress cases for cash flow and debt servicing.
Assign an internal risk view or rating direction.
Write monitoring triggers and early warning signals.

What to submit

Brief
Model or notebook
Charts or dashboard
Resume bullet
Source and assumption log
One-page executive summary
Final memo PDF

Data and sources

Annual report
Credit rating rationale
RBI/SEBI filings where relevant
Sector data
Company news and lender disclosures

Quality checklist

Credit ratios are calculated consistently.
Cash flow analysis matters more than accounting profit.
Risk view is supported by evidence.
Stress case is severe but plausible.
Memo ends with a clear lend/avoid/watch recommendation.

Interview talk track

Problem: explain the business question and why it matters for Venture Capital.
Method: describe the data collected, assumptions made, and analysis performed.
Decision: state the recommendation, key risk, and what would change your view.

Resume bullet

Role capstone3-5 focused daysAdvanced

Full initiation report

Equity Research portfolio artifact 1 of 5

Steps

Outputs

Excel or Google SheetsDocsSlidesPublic filings

Open project workspace

Open full project briefWhat to do

Scenario

Act as a junior Equity Research analyst. Use public information to produce a decision-ready work product for a manager or interview panel.

Objective

Show that you can apply Accounting Fluency, Valuation, Equity Research, Research Writing, Financial Modeling in a practical analyst workflow, not only explain the theory.

How to start

Pick one listed company and define the valuation date.
Collect financial statements for at least three years.
Choose 4-6 comparable companies and capture market multiples.
Create an assumptions tab with revenue, margin, capex, working capital, WACC, and terminal growth.

Step-by-step execution

Build historical financials and clean one-off items.
Forecast revenue, costs, taxes, capex, and working capital.
Calculate DCF value, trading comps value, and transaction comps value where possible.
Run sensitivity on WACC, terminal growth, exit multiple, and margin assumptions.
Write a final recommendation explaining upside/downside, key risks, and what would change your view.

What to submit

Professional brief
Financial model or analytical workbook
Presentation deck
Source log
Interview talking points
Source and assumption log
One-page executive summary
Final output file

Data and sources

Annual reports, investor presentations, exchange filings, SEBI/RBI/NSE/BSE pages, and official company disclosures.
Latest annual report
Quarterly results or investor presentation
NSE/BSE price history
Peer company filings
Public transaction/news sources

Quality checklist

Clear problem statement and role context
Source-backed assumptions
Clean model, memo, notebook, or dashboard
Decision recommendation with risks
Resume bullet and interview talk track

Interview talk track

Problem: explain the business question and why it matters for Equity Research.
Method: describe the data collected, assumptions made, and analysis performed.
Decision: state the recommendation, key risk, and what would change your view.

Resume bullet

Built a Equity Research capstone on full initiation report using public sources, structured analysis, and a decision-ready output.

Role capstone3-5 focused daysAdvanced

Quarterly earnings model update

Equity Research portfolio artifact 2 of 5

Steps

Outputs

Excel or Google SheetsDocsSlidesPublic filings

Open project workspace

Open full project briefWhat to do

Scenario

Act as a junior Equity Research analyst. Use public information to produce a decision-ready work product for a manager or interview panel.

Objective

Show that you can apply Accounting Fluency, Valuation, Equity Research, Research Writing, Financial Modeling in a practical analyst workflow, not only explain the theory.

How to start

Pick one listed company and define the valuation date.
Collect financial statements for at least three years.
Choose 4-6 comparable companies and capture market multiples.
Create an assumptions tab with revenue, margin, capex, working capital, WACC, and terminal growth.

Step-by-step execution

Build historical financials and clean one-off items.
Forecast revenue, costs, taxes, capex, and working capital.
Calculate DCF value, trading comps value, and transaction comps value where possible.
Run sensitivity on WACC, terminal growth, exit multiple, and margin assumptions.
Write a final recommendation explaining upside/downside, key risks, and what would change your view.

What to submit

Professional brief
Financial model or analytical workbook
Presentation deck
Source log
Interview talking points
Source and assumption log
One-page executive summary
Final output file

Data and sources

Public transaction announcements, DRHP/RHP filings, exchange releases, rating reports, and company presentations.
Latest annual report
Quarterly results or investor presentation
NSE/BSE price history
Peer company filings
Public transaction/news sources

Quality checklist

Clear problem statement and role context
Source-backed assumptions
Clean model, memo, notebook, or dashboard
Decision recommendation with risks
Resume bullet and interview talk track

Interview talk track

Problem: explain the business question and why it matters for Equity Research.
Method: describe the data collected, assumptions made, and analysis performed.
Decision: state the recommendation, key risk, and what would change your view.

Resume bullet

Built a Equity Research capstone on quarterly earnings model update using public sources, structured analysis, and a decision-ready output.

Role capstone5-7 focused daysAdvanced

Sector market share database

Equity Research portfolio artifact 3 of 5

Steps

Outputs

Excel or Google SheetsDocsSlidesPublic filings

Open project workspace

Open full project briefWhat to do

Scenario

Act as a junior Equity Research analyst. Use public information to produce a decision-ready work product for a manager or interview panel.

Objective

Show that you can apply Accounting Fluency, Valuation, Equity Research, Research Writing, Financial Modeling in a practical analyst workflow, not only explain the theory.

How to start

Pick one listed company and define the valuation date.
Collect financial statements for at least three years.
Choose 4-6 comparable companies and capture market multiples.
Create an assumptions tab with revenue, margin, capex, working capital, WACC, and terminal growth.

Step-by-step execution

Build historical financials and clean one-off items.
Forecast revenue, costs, taxes, capex, and working capital.
Calculate DCF value, trading comps value, and transaction comps value where possible.
Run sensitivity on WACC, terminal growth, exit multiple, and margin assumptions.
Write a final recommendation explaining upside/downside, key risks, and what would change your view.

What to submit

Professional brief
Financial model or analytical workbook
Presentation deck
Source log
Interview talking points
Source and assumption log
One-page executive summary
Final output file

Data and sources

Public filings, official regulatory material, public datasets, company career/domain research, and a documented source log.
Latest annual report
Quarterly results or investor presentation
NSE/BSE price history
Peer company filings
Public transaction/news sources

Quality checklist

Clear problem statement and role context
Source-backed assumptions
Clean model, memo, notebook, or dashboard
Decision recommendation with risks
Resume bullet and interview talk track

Interview talk track

Problem: explain the business question and why it matters for Equity Research.
Method: describe the data collected, assumptions made, and analysis performed.
Decision: state the recommendation, key risk, and what would change your view.

Resume bullet

Built a Equity Research capstone on sector market share database using public sources, structured analysis, and a decision-ready output.

Career Coach