We invite you to a workshop that offers practical insight into the financial forecasting process in equity analysis. It demonstrates straightforwardly how analysts formulate assumptions about a company's future based on historical data and market information.
Participants will learn the fundamentals of creating financial forecasts, from revenues and costs to margins, as well as analyzing the relationships between items in financial statements. Emphasis will be placed on the fact that effective forecasting is not about precisely predicting the future, but about logically building fact-based scenarios and understanding the business drivers that impact a company's performance.
The workshop focuses on real-world analysis examples from multiple industries (IT, manufacturing, technology) to show how different markets require different modeling approaches. The entire session is practical. Participants will learn not only the technical aspects of modeling but also the mindset of an equity analyst, connecting numbers with a business narrative and strategic company assessment.
The workshop will be led by Karol Brodziński, CFA, from CFA Society Switzerland.
Who is this workshop for?
- Finance students (undergraduate and graduate levels)
- Current and past participants of the Research Challenge
- Anyone interested in the topic of company valuation
Are you ready to join? Register for the workshop on forecasting in equity research. Go to the form »
This workshop is part of the academy accompanying the 20th edition of the CFA Institute Research Challenge, Poland Edition. Registration for the competition is open until November 13. Find out more »
in brief
category:
date:
09 GRUDZIEŃ 2025 | WTOREK
start:
17:00
end:
18:30
VENUE:
ONLINE
