Equity Research & Valuation
Model companies and write research that moves markets.
The executive challenge
The problem this program solves
The equity research transformation case has been drafted three times; each time it lost to systems that run, people who resist and budgets that fade. Slow, contested numbers do not just cost effort — they cost the institution's ability to steer while the market is still moving. This programme treats equity research as architecture, not automation: the data foundations, the process design and the governance that make everything downstream possible.
Context
Why this matters now
Capability
What you will be able to do
- Redesign the equity research operating model around decision support, not transaction processing.
- Produce the equity research dashboard a board actually uses.
- Build equity research reporting that changes decisions — speed, quality and trust.
- Defend a equity research transformation plan before board, audit and budget committee.
The IPAT Course Standard
The five-day journey
Each day is a deliberate progression in managerial capability — from strategic context, to analytical frameworks, to applied practice, to executive judgement under pressure, to a capstone that produces something your organisation keeps.
IPAT Signature Case™
The Equity Research Runway Is Six Months
A rebuilt 13-week cash forecast at a diversified industrial group reveals that working capital no longer covers growth. The bank is nervous, the shareholders want expansion, and the equity research function has one credible forecast to its name.
Your decision: Choose the equity raise, the working-capital squeeze, or a growth pause — and design the equity research reporting that prevents recurrence.
IPAT Data Lab™
A national power utility cannot produce one set of numbers its directors trust.
Dataset: Synthetic consolidated statements and transaction data for a multi-division a national power utility.
Your task: Clean, map and automate the close, then design the decision dashboard the board actually needs.
A working decision dashboard and the equity research data architecture behind it.
Data → Analysis → Decision, not Data → Code → Certificate
Day 5 · The Capstone
What will you change when you return to work?
Design the finance function your institution needs: data architecture, automated processes, and a decision dashboard — with a 90-day starting sequence.
Methodology
Frameworks you will master
- • IPAT FIT Framework™
- • IPAT Data-to-Decision Framework™
- • Financial close and reporting benchmarks
- • Master data management principles
- • Zero-based process design
Cohorts
Upcoming cohorts
New dates are being scheduled
Register with your preferred start date and our admissions team will match you to the next available cohort — or contact us to arrange an in-house delivery for your organisation.
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