Applied Value Investing Certificate

University of Pennsylvania

Wharton Online

Use code RYAN to save $500 if you enroll before May 12, 2025

Save $300 after the early enrollment deadline

Click Here to Enroll & Use The Code

Use this page to find the Wharton Applied Value Investing code RYAN and learn about the certificate program.

About the Applied Value Investing Certificate

Learn to identify undervalued stocks using the rigorous, process-driven approach employed by the world’s most successful investors in this 8-week online program from **Wharton Online** and **Wall Street Prep**. This certificate delivers an actionable framework, blending value investing theory with practical skills in fundamental analysis, valuation, and competitive strategy assessment. It’s designed for those seeking to make informed investment decisions based on intrinsic value rather than market sentiment.

Gain the tangible skill set needed whether you are managing your own portfolio, advising clients, or pursuing a career in investment management or analysis.

Key Topics Covered

This program provides a comprehensive curriculum covering the core principles and practical application of value investing. You will explore:

• Value Investing Fundamentals: Master the core concepts differentiating price from intrinsic value, understand market efficiency theories (and their limits), and explore the historical track record of value strategies.
• Competitive Strategy & Analysis: Learn frameworks for assessing business fundamentals, identifying competitive advantages (moats), analyzing industry dynamics, and evaluating management quality.
• Financial Statement Analysis & Forecasting: Develop skills in interpreting financial statements, gathering information effectively, and building robust forecasts for valuation.
• Valuation Techniques: Apply various valuation methodologies including Discounted Cash Flow (DCF) analysis, comparable company analysis (comps), and precedent transactions, understanding their strengths and weaknesses in a value context.
• Investment Thesis Development: Learn techniques for idea generation, building a compelling investment case, determining a margin of safety, and understanding portfolio construction and risk management from a value perspective.

Learning Experience & Faculty

The 8-week online format combines flexible self-paced learning with rich interaction and support. Engage with high-quality video modules featuring world-renowned Wharton faculty and leading value investing practitioners, alongside insights from Wall Street Prep instructors. Solidify your understanding through practical exercises, real-world case studies analyzing actual investments, and live weekly office hours. Optional networking events may also be available.

Who Should Enroll?

This certificate program is ideal for individuals seeking to develop a disciplined, fundamental approach to stock selection and investment analysis. It’s particularly beneficial for:

• Individual Investors managing their own portfolios
• Investment Advisors seeking to better serve clients with value strategies
• Aspiring or current Hedge Fund Analysts
• Portfolio Managers
• Finance professionals seeking institutional-grade value investing knowledge
• Anyone interested in the investment philosophies of renowned value investors.

Program Outcome & Certificate

Upon successful completion, you will possess an actionable framework for identifying potentially undervalued stocks and constructing a value-oriented investment thesis. You will receive a prestigious digital certificate jointly issued by Wharton Online and Wall Street Prep, enhancing your credentials in the investment community.

Wharton Applied Value Investing Code: Save with RYAN

As a valued reader of Ryan O’Connell Finance, you can secure significant savings on this certificate program.

• Use code RYAN at checkout to save $500 off tuition if you enroll by the Early Enrollment Deadline: May 12, 2025.
• You can still save $300 off tuition using code RYAN if enrolling after the deadline.

To apply your savings, click the link below to visit the official program page. When checking out, look for a field labeled “Coupon Code”, “Offer Code,” “Referral Code,” or similar, and enter the Wharton Applied Value Investing code RYAN.

Explore other finance specializations: View all available Wall Street Prep certificates offered via Wharton and Columbia.

Click Here to Enroll & Use The Code