E.R.I.C. — Embry-Riddle Investment Club ← Back to the club site
Analyst Training

The nine-week program.

Work through the modules in order. Each one builds on the last, and the certifications below run alongside them.

Handbook

The Analyst Handbook

The full programme in one document — 155 pages covering every module below, the valuation methodologies, and the write-up standard the club holds you to. Read it alongside the modules rather than in one sitting.

PDF · 155 pages · Internal club material

Open the handbook

Certifications

  1. — Bloomberg Market Concepts (BMC)Self-paced certification on the Bloomberg for Education portal. Sign in with your ERAU address. Enrol
  2. — Bloomberg Finance Fundamentals (BFF)Self-paced certification on the Bloomberg for Education portal. Sign in with your ERAU address. Enrol

Modules

Each module links to its supplemental video. Work through them in order alongside the handbook — a row without a link is not yet recorded.

  1. 01 IntroductionDamodaran — what valuation is for and how to think about it. Watch
  2. 02 Macroeconomic ReviewDamodaran — risk-free rates and equity risk premiums, the macro inputs. Watch
  3. 03 Relevant Stock Market ProspectsDamodaran — valuing companies when market conditions are unsettled. Watch
  4. 04 Review of the Company and Its BusinessPat Dorsey — identifying durable competitive advantage. Watch
  5. 05 Financial AnalysisDr. Rickling & Dr. Tran — recording to come. Watch
  6. 06 Financial ProjectionsDr. Rickling & Dr. Tran — recording to come. Watch
  7. 07 Application of Valuation MethodologiesDr. Rickling & Dr. Tran — recording to come. Watch
  8. 08 Risk, ESG, and Special TopicsDamodaran — a skeptical look at ESG. Watch
  9. 09 RecommendationDamodaran — putting the pieces together into a view. Watch

Where you should be

Set the date your cohort started and tick each week off as you finish it. Progress is saved in this browser only — it is a personal pacing tool, not a submission.

Not started

Set your cohort start date to begin tracking.

    Submit your deliverable

    Week nine is the write-up: apply the Financial Analysis, Financial Projections and Valuation methodology from Dr. Rickling and Dr. Tran’s sessions to a company of your choosing. Send it to the Portfolio Managers below.

    Opens Outlook on the web addressed to both Portfolio Managers with the subject filled in. Attach your write-up and model there before sending — an email link cannot carry files for you.

    Internal club material. Links are filled in as material is published.