The Firm

BPERA Book Cover (high res) logo

The only provider in the world with a comprehensive evaluation and training program to accelerate the performance of equity research analysts.

Our unique offerings specialize exclusively in equity research. They are based on extensive inside-the-trenches experiences – from the perspective of both the analyst and manager of analysts. This perspective, combined with years of in-depth research, informs our fresh approach to best practices for conducting equity research.

Our frameworks allow for accelerated learning of the best practices from the top analysts

for identifying and monitoring a stock’s critical factors
for generating proprietary sources of insight
for questioning strategies that lead to insightful answers
for ensuring research meets a quality threshold
for making more accurate stock recommendations
for ensuring stock calls are differentiated
for setting more defendable price targets
for maximizing the impact of the stock call’s message
for influencing others to obtain new insights and get ideas heard
for maximizing time to achieve professional goals
for becoming a top-ranked sell-side analyst (for Sell-side only)


James Valentine

Dr. James J. Valentine, DrBA, CFA

Dr. James Valentine started his career as an equity research analyst, where the major North American investor polls ranked him among the top three in his sector for ten consecutive years and Forbes identified him, as one of the top three among all 2,000 U.S. sell-side analysts. At the height of his career as an analyst, he was asked to take on a newly-created role as Director of Training for Morgan Stanley’s Global Research department. After implementing a new global training program for 500 analysts and associates, he realized far too many buy-side and sell-side analysts were approaching this profession without a strategy, which held them back from generating alpha. To remedy this, he began his independent effort by writing the top-selling book Best Practices for Equity Research Analysts and then founded AnalystSolutions, to help all analysts and prospective analysts improve their stock picking and receive greater recognition for those calls.

Dr. Valentine’s work has been quoted and recognized by many reputable organizations including:

wall street journal thomson reuters institutional investor cnbc bloomberg forbes

Others Sharing Our Passion

CFA Institute

CFA Institute

CFA Institute is a global community of investment professionals working to build an investment industry where investors’ interests come first, financial markets function at their best, and economies grow.

After a rigorous vetting process, AnalystSolutions was awarded the “CE Approved Provider” status by the CFA Institute.

CFA Society of UK

CFA Society of United Kingdom

The CFA Society of the UK (CFA UK) serves society’s best interests through the provision of education and training, the promotion of high professional and ethical standards and by informing policy-makers and the public about the investment profession. It represents the interests of around 11,000 investment professionals and is part of the worldwide network of member societies of CFA Institute (the global, not-for-profit association of investment professionals that awards the CFA and CIPM designations). CFA UK is the largest society outside of North America.

AnalystSolutions is the only training firm providing content for the CFA Society of the UK’s Applied Equity Analysis Certificate Programme.

Free to Their Members


Focus Consulting Group

Focus Consulting Group (FCG) is the recognized leader in helping investment firms leverage their talent through improving a firm’s culture, compensation design, talent and succession planning, strategy, investment philosophy, and coaching.


Jinduoduo Education Ltd, is the first and leading company in China focused on the core practice skills for financial career development such as financial modeling, investment banking valuation and financial due diligence, etc. It has helped hundreds of candidates to develop a career in equity research and investment banking. For further information or course details, please visit:

Integrity logo hi-res

Integrity Research Associates

Integrity Research Associates, LLC is an advisory firm founded in 2003 to analyze the global investment research industry. Integrity ResearchWatch is the only source of news and commentary exclusively focused on the investment research industry. Both producers and consumers of research rely on ResearchWatch for insights on the competitive dynamics, regulatory actions, and technology developments shaping the industry.

AnalystSolutions’ has been selected by Integrity Research Associates to provide unique content for its ResearchWatch.

NYSSA logo

New York Society of Security Analysts

The New York Society of Security Analysts (NYSSA), was founded by a group of professionals that included Benjamin Graham, the “father of securities analysis” and one of the most influential men in the history of finance. Through generations of investment professionals NYSSA remains steady as a leading forum for the investment community since 1937.

AnalystSolutions is one of only a few firms designated as an ongoing training provider for NYSSA.


Wall Street Prep

Wall Street Prep was established by investment bankers to enhance the competitive profile of students who seek a career in the financial services industry. Our self-study courses and live seminars are used by thousands of undergraduates, MBAs, investment bankers, and other finance professionals. Each program is designed to deliver the financial skills that will give you a competitive edge as you pursue your career. Our Client List includes top investment banks, private equity firms, investment funds and business schools.

Let us know your interests

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

Assessment and Book Samples:
Workshop Free Previews:

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Let us know your interests

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

Assessment and Book Samples:
Workshop Free Previews:

You have Successfully Subscribed!

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

To ensure a quick verification of your role above (usually within one business day), please provide the email address issued by your organization.


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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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Schedule a FREE Consultation

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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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