Program and Courses

Prerequisite Courses Requirements 

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1. Financial Accounting

2. Basics of Financial Management

3. Reading corporate Annual Reports, 10Ks, Quarterly reports, etc.

4. Modeling Tools

 

Basic Courses for Healthcare Financial Services

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1. Healthcare Securities Research and Report Writing

2. Introduction to Company Security analysis

3. Financial modeling of healthcare companies (quantitative)

4. Reading Financial Reports

5. Writing a Buy/Sell Securities report

6. Healthcare Company Valuation with model: quantitative + qualitative

7. Early-stage ventures valuation

8. Portfolio formation and management

9. Finding and securing a job as a Securities Analyst at an investment Bank or asset management firm.

10. Top management interviewing skills

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Career curriculum for the healthcare financial services 

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1. Healthcare portfolio manager 

2. Healthcare securities analyst (buy-side) 

3. Healthcare investment banker 

4. Healthcare research analyst (sell-side) 

5. Healthcare research analyst 

6. Healthcare valuation analyst (corporate) 

  

Program deliverables 

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1. Two public company securities research reports with Financial models 

2. Financial models (quantitative) for five healthcare securities 

3. Construct a long and short portfolio 

4. Maintain a managed long and short portfolio for six months