FELLOWSHIP DEEP DIVE

Applied Finance &
Investment Banking

Learn Real Finance & Business Modelling Skills Before College.

A practical corporate finance and investment banking fellowship helping students build technical business and valuation skills before entering university.

EpicQuest students enter university with advanced analytical and valuation capabilities most undergraduates never gain this early, signaling immense practical capabilities to elite university admissions committees.

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Applied Finance & Investment Banking Fellowship

Duration

12 Weeks

THE PORTFOLIO ENGINE

Curriculum Blueprint

A comprehensive 5-stage university-caliber pathway guiding you from fundamental corporate accounting to high-performance financial modeling and institutional-grade valuation.

Accounting & Financial Statements

Master the absolute language of business. Analyze income statements, balance sheets, and cash flow statements, and map how corporate transactions flow through interconnected financial linkages.

Core Focus Areas

Financial StatementsLinkage ModelingRevenue RecognitionWorking CapitalExpense Accounting

Corporate Finance Foundations

Understand the core mechanics of capital and corporate value. Explore the time value of money, weighted average cost of capital (WACC), corporate risk, and business model viability.

Core Focus Areas

Time Value of MoneyCost of Capital (WACC)Risk & ReturnFinancial RatiosCapital Structure

Financial Modelling

Engineer dynamic, fully-integrated three-statement models in Excel. Build forecasting algorithms, perform scenario sensitivity stress tests, and construct five-year projection models.

Core Focus Areas

Three-Statement ModelingForecasting AlgorithmsScenario AnalysisSensitivity MatricesExcel Best Practices

Valuation Techniques

Calculate the intrinsic and relative worth of leading enterprises. Deploy Discounted Cash Flow (DCF) modeling, comparable company analyses, and M&A precedent transactions.

Core Focus Areas

Discounted Cash Flow (DCF)Trading ComparablesPrecedent TransactionsEnterprise vs. Equity ValueTerminal Value Concepts
Capstone Phase

Investment Banking & Research

Synthesize your entire corporate finance and modeling journey into a professional equity research package. Under the guidance of expert research mentors, you will formulate a comprehensive buy/sell recommendation, construct an industry-grade investment pitch book, and defend your investment thesis to an expert panel of Wall Street mentors.

Milestone Deliverables & Outcomes

Dynamic 3-Statement Financial Model & Valuation Workbook
Institutional-Grade Equity Research Report (Buy/Sell recommendation)
Polished 15-Slide Investment Banking Pitch Book
Live Video Presentation & Q&A Defense Recording
FELLOWSHIP MILESTONES

Student Deliverables

Our fellowships are milestone-driven. Unlike simple certificate courses, you will engineer four premium, verifiable assets to stand out on any top-tier university application:

EQUITY RESEARCH

Equity Research Report

A professional-grade equity research report evaluating a real listed company with an active, data-backed buy/sell recommendation.

FINANCIAL MODEL

Three-Statement Model

A fully dynamic, three-statement Excel model linking income statements, balance sheets, and cash flows with advanced scenario variables.

PITCH BOOK

Investment Presentation

An investment banking-style pitch deck summarizing corporate valuation, financial projections, and strategic advisory recommendations.

VALUATION

Company Valuation Project

A comprehensive valuation workbook applying both intrinsic DCF metrics and relative trading multiple analyses to evaluate corporate worth.

Tesla Equity Research Report
Featured Project
EQUITY RESEARCH & VALUATION

Tesla Equity Research Report

A student-authored, institutional-grade equity research report on Tesla Inc. — including a fully integrated three-statement financial model, dynamic DCF valuation, trading comparables, and a structured buy/sell recommendation — built to professional investment banking standards.

Designed with full DCF, WACC, and multiple-based valuation formulas
Analyzed macroeconomic auto delivery trends, CAPEX, and margins
Synthesized into a 15-page research report and institutional pitch deck

Students with real finance portfolios stand out dramatically in elite admissions and scholarship applications.

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