Do you want to purchase an entire certificate which adds 5 more workshops for only $1,300.00?
No Continue to Checkout Yes Add To CartWorkshop Program Trains Skills of Top-Performing Analysts
Master the most important skills required to be a successful analyst, not taught anywhere else
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Generate Differentiated Insights Through Better Discovery, Questioning, and Influencing
LEARN MORE
- Increase your pay and promotion by quickly mastering stock picking skills and methods for getting recognized for your calls
- Surpass your peers with a comprehensive review of the most relevant skills not taught in college classes or the CFA test programs
- Avoid the most common mistakes by following the best practices of top-performing expert practitioners
- Available individually or as a certificate program
- 100% “no questions asked” money back guarantee
Preview any of our core workshops for free by simply signing up for a free AnalystSolutions.com account, logging in and selecting “My Workshops” in the upper right-hand corner.
At the CFA Institute European Investment Conference Jim Valentine gave very hands-on, practical workshops for alpha-seeking equity analysts. He helped analysts look at the same stock from a different point of view and discover in their fundamental analysis something that everyone else from the market missed. I highly recommend his workshops and book.
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.
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.
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.
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.
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.
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.
All materials (slides, workbooks, reference cards) are yours to download and keep indefinitely, while access to the workshop videos is available for six months from time of purchase.
Interested in becoming a top industry Analyst?
View our certificate programs, which offer a bundled price for our workshops
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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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GAMMA PI™ SAMPLE
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).