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Teaching Skills of Top-Performing Analysts
Teaching the most important skills required of successful analysts, not taught anywhere else
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Generate Differentiated Insights Through Better Discovery, Questioning, and Influencing
LEARN MORE
- Utilize an affordable and scalable method to deploy the best practices of top-performing expert practitioners
- Increase the number of star performers in your department by providing resources for mastering stock picking skills and getting recognition for their calls
- Reduce the amount of time senior producers spend teaching the most relevant skills not covered in college classes or the CFA test programs
- Utilize the delivery method that best suits your department’s needs (Live-in-person, Live-web-based, or On-demand)
- Available individually or as a certificate program
AnalystSolutions has the highest watched of any training videos on our entire corporate intranet.
Our Analyst Workshop Program
Identify and Monitor a Stock’s Critical Factors
- Improve stock picking and communications by quickly deciphering which information is likely to be material for a stock call.
- Identify the 1-4 factors most likely to cause a stock to out- or under-perform during a typical investment time horizon.
Workshop Length
4 hours
4 hours
Availability
- Live, in-person
- Live, web-based
- On-demand (24x7)
CFA CE Credits:
4.0
Generate Differentiated Insights Through Better Discovery, Questioning, and Influencing
- Cultivate and utilize proprietary sources of insight to create differentiated and impactful stock calls.
- Conduct interviews with company management and information sources in a manner that will yield investment insights.
Workshop Length
3 hours
3 hours
Availability
- Live, in-person
- Live, web-based
- On-demand (24x7)
CFA CE Credits:
3.0
Apply Practical Valuation Techniques for More Accurate Price Targets
- Improve setting price targets by objectively assessing the market’s psychology towards the stock at present and in the past.
- Better calibrate price targets by correctly identifying the catalyst likely to move the stock and evaluating realistic upside and downside scenarios.
Workshop Length
4 hours
4 hours
Availability
- Live, in-person
- Live, web-based
- On-demand (24x7)
CFA CE Credits:
4.0
Master the Stock Call Techniques of Highly Experienced Analysts
- Ensure an out-of-consensus critical factor and catalyst have been accurately identified and thoroughly researched before making a stock call.
- Make more accurate stock recommendations by identifying the ideal entry point and avoiding the most common mind traps.
Workshop Length
4 hours
4 hours
Availability
- Live, in-person
- Live, web-based
- On-demand (24x7)
CFA CE Credits:
4.0
Communicate Unique Stock Calls Successfully So Others Take Action
- Ensure research is expectational, novel, thorough, examinable and revealing before communicating to others.
- Communicate stock-related messages in a manner that is differentiated, validated, conclusion-oriented, easy-to-consume and aware of other views.
Workshop Length
4 hours
4 hours
Availability
- Live, in-person
- Live, web-based
- On-demand (24x7)
CFA CE Credits:
4.0
Maximize Your Time for Alpha Generation
- Prioritize 7 key tactics and 30 traditional equity research activities to support the goals necessary for becoming a top-performing analyst.
- Utilize best practices for scheduling, prioritizing and working more efficiently.
Workshop Length
2.5 hours
2.5 hours
Availability
- Live, in-person
- Live, web-based
- On-demand (24x7)
CFA CE Credits:
2.5
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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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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:
- Free GAMMA PI™ assessment
- Free access to our presentation "Are You a Great Analyst?"
- Free full workshop (not "Preview" version), including all materials (Learner Workbook, Slides and Quick Reference Cards)
- 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).