Stock Picker Certificate
Equity Research Analyst Certificate
Master Equity Research Analyst Certificate *

Critical Factors Workshop

Quickly identify the 1-4 factors most likely to cause your stock to out- or under-perform during your investment time horizon (EPIC™ framework)

Generate Differentiated Insights Workshop

Cultivate and utilize proprietary sources to create differentiated and impactful stock calls (ASPIRE™ and ICE™ frameworks)

Master Setting Price Targets Workshop

Better calibrate price targets by objectively assessing the market’s psychology towards the stock in the past and present to improve forecasting the future (SHARE™ framework)

Master Stock Picking Workshop

Make more accurate stock recommendations by following the best practices of the top stock pickers (TIER™ and FaVeS™ frameworks)

Communications Workshop

Communicate stock-related messages in a manner that gets others to take notice of your research (ENTER™ and ADViCE™ frameworks)

Time Management Workshop

Utilize best practices for scheduling, prioritizing and working more efficiently to generate the high quality insights required for every analyst’s success (DEEM™ framework)

GAMMA PI™ Assessment

Take our 135-question equity research analyst self-assessment to identify your professional strengths and blind spots

"Are You a Great Analyst?" Presentation

Learn how our proprietary frameworks help equity research analysts become the top in their field (also includes interpreting GAMMA PI™ assessment results)

One-on-one Coaching

Receive personalized advice tailored for your needs through one-on-one sessions with James J. Valentine, CFA, author of Best Practices for Equity Research Analysts (2 one-hour sessions)

Hours of Continuing Education

SEE INDIVIDUAL WORKSHOP ABOVE
15
22
26
Have a question about the certificate programs?
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Stock Picker Certificate
Equity Research Analyst Certificate
Master Equity Research Analyst Certificate *
The Master Equity Research Analyst Certificate is recommended only for current practitioners (not students) due to the level of content found in some of the workshops and GAMMA PI™ assessment.

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AnalystSolutions respects your privacy and will never share your information with others. You can remove yourself from any distribution with one click.

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Assessment and Book Samples:
Workshop Free Previews:
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Evalulate our tools for free

We offer free full versions of our content for evaluation purposes (valued at over $700) to professionals holding the following roles: 

  • Manager of buy-side or sell-side analysts (DOR or PM)
  • CFA Society leader responsible for programming
  • Professor teaching students pursuing careers in equity research

You will receive:

  1. Free GAMMA PI™ assessment
  2. Free access to our presentation "Are You a Great Analyst?"
  3. Free full workshop (not "Preview" version), including all materials (Learner Workbook, Slides and Quick Reference Cards)
  4. Sample chapter of Best Practices for Equity Research Analysts

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Try 2 of the 15 GAMMA PI™ Modules for Free

You will be directed to the FREE SAMPLE EDITION of our GAMMA PI™ Equity Research Analyst Self-Assessment.  Please provide a valid email address to receive  your results (your email address remains confidential within AnalystSolutions).

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Take Our Free Quiz

You will be directed to our 20-question quiz to determine if you possess the skills of a seasoned equity research analyst.  Please provide a valid email address to receive  your results (your email address remains confidential within AnalystSolutions):

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