Required Workshop Materials

For the upcoming training event, Jim Valentine will be presenting our core 6-workshop series. Below are the required materials separated into each workshop.

  • If you intend to print hard copies, download the files below and ensure they are separated accordingly.
  • If the files will be used only on a computer, please download (with Microsoft Word) before the event.

Workshop 1: Identify and Monitor a Stock’s Critical Factors

Workshop 2: Generate Differentiated Insights Through Better Discovery, Questioning and Influencing

Workshop 3: Apply Practical Valuation Techniques for More Accurate Price Targets

Workshop 4: Master the Stock Call Techniques of Highly Experienced Analysts

Workshop 5: Communicate Unique Stock Calls Successfully So Others Take Action

Workshop 6: Maximize Your Time for Alpha Generation**

(**This workshop requires taking the Time Management Assessment well before the workshop using the token (received from your event coordinator or in your materials email if sent directly from AnalystSolutions). To begin the assessment, go to http://assessments.analystsolutions.com/index.php/318854?lang=en and enter your token. If you did not receive a token, contact us at info@analystsolutions.com.)

The link below includes the slides for the presentation “Are You a Great Analyst?”

Presentation: Are You a Great Analyst?

 

We kindly ask that you not re-distribute or make copies for others, as the materials are copyrighted and intended only for those who are registered for our events.

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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.

Subscriptions:
Assessment and Book Samples:
Workshop Free Previews:
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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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