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Individualized Coaching for Becoming the Best Analyst

Performance improvement needs are unique to each individual. Some analysts prefer to learn one-on-one rather than in a group setting. One-on-one coaching reduces the time to master the new skill and ensures concepts are directly applied to that analyst’s specific professional needs.

  • Designed for those analysts demanding the fastest learning experience by immediately targeting the greatest area of need (with many coaching clients, we can cover the key points of a 3-hour workshop in half the time)
  • Raises performance quickly by drawing from the tools found in our public and private workshops
  • Coaching by a top-ranked analyst ensures your needs are met by answering all of your questions immediately as they arise
  • Provides individualized feedback on your stock calls, reports, presentations and other work to ensure you’re moving ahead of your peers
  • Allows flexibility to learn when it’s convenient for you

 

Sessions are one-hour. As with all of our services, if you’re not completely satisfied with coaching, we’ll refund 100% of your purchase price, no questions asked

    Individual Session
    $400.00
    Five Sessions
    $1,800.00
    Ten Sessions
    $3,400.00
    GAMMA PI™
    Assessment
    FREE
    With any coaching session purchase.
    james-valentine
    James J. Valentine, CFA

    About The Coach

    As an analyst, the major North American investor polls ranked Valentine among the top three for 10 consecutive years in his sector. Forbes identified him as one of the top three among all 2,000 U.S. sell-side analysts. At the height of a highly-successful 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.

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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:

    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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    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).

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    Schedule a FREE Consultation

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    Schedule a FREE Consultation

    Please answer these questions to help James Valentine prepare for your call (he will keep your responses confidential):

    You will be contacted shortly to schedule your free consultation.

    Schedule a FREE Consultation

    Please answer these questions to help James Valentine prepare for your call (he will keep your responses confidential)

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    Schedule a FREE Consultation

    Please answer these questions to help James Valentine prepare for your call (he will keep your responses confidential)

    You have Successfully Subscribed!