Present Equity Research That Wins the CFA Research Challenge
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- Опубліковано 30 чер 2024
- In this video, I describe the 10 elements that can help you win the CFA Institute Research Challenge. I wrote this from my experience as a judge and, more importantly, as a financial analyst all my career.
You can download the cheatsheet at this link:
astotz.kartra.com/page/cfares...
Are you looking to present equity research that wins the CFA Research Challenge? In this video, I will show you how to write equity research that is both accurate and persuasive.
If you want to compete with the best equity research analysts in the world, then you need to start by learning how to write accurate and persuasive equity research. In this video, we'll show you how to present equity research that is both accurate and persuasive. We'll also give you tips on writing market-focused equity research and communicating your findings to your clients.
So if you're looking to write equity research that is both accurate and persuasive, then watch this video!
What is the CFA Exam?
According to the CFA Institute Website, “The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. The CFA Program is typically completed by those with backgrounds in finance, accounting, economics, or business.”
How difficult Is CFA Level 1?
I would say it is tough. It covers a broad range of subjects that an investment professional should know. The exam's breadth is wide, but the depth of the exam is not too deep. So if you are good at studying and memorizing and have 300 hours to devote to studying, then you can pass.
Why the CFA Program Is Right for You
From the CFA Institute website, “As an aspiring or practicing investment professional, you need the knowledge and skills to thrive in a highly competitive industry. The CFA Program is designed to equip you with the kind of expertise and real-world skills in investment analysis that will help you advance your career. Whether you are a practicing investment professional, a student, switching careers or looking to start a career in this field, the CFA Program offers a way to move forward and achieve your professional goals.”
What Is a CFA Charter?
The CFA Institute says, “A Chartered Financial Analyst (CFA®) charter is a designation given to those who have completed the CFA® Program and completed acceptable work experience requirements.”
What is the CFA exam?
CFA Institute describes it, “The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. The CFA Program is typically completed by those with backgrounds in finance, accounting, economics, or business. CFA charterholders earn the right to use the CFA designation after program completion, application, and acceptance by CFA Institute. CFA charterholders are qualified to work in senior and executive positions in investment management, risk management, asset management, and more.”
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Excellent video, I have not thought I would watch the full video at first, but it felt like 10 minutes, thank you it was very informative and well explained.
thank you very much. It took some time to put this together, but I felt it was worth it.
learn more by reading more. Wall Street Atlas is a great source.
Hi Andrew, the video was very well explained. Thank you for sharing. I am happy that I learned something very valuable today.
Thank you for the kind words; much appreciated!
Great video 🙏🏾
Thank you! 🤗
The cheat sheet won’t send
It’s working
The strange smiling and nodding from presenters who aren't currently speaking is extremely distracting.