ANALYST ACADEMY PRO

Description

Learn to invest the smart way

So you’d like to become an equity analyst? Or perhaps you have already got that first job in a hedge/long only fund and you would like to fast-track your career.

Awesome! Starting your investment career is an exciting journey, but there is more noise than constructive advice on offer.

The Analyst Academy Pro has all the great content of our highly successful Analyst Academy course, but with extra material designed to help the professional analyst develop the skills necessary to do research as a profession, including:

• How to write a research note

• How to craft and deliver a stock pitch

• How to visualise data

• How to build a robust financial model

• Introduction to Forensic Accounting

• Hedge fund-specific issues to master

• Additional dedicated webinars

COURSE INFORMATION:

Analyst Academy Pro was created with the aspiring analyst in mind. If you’re:

• a university graduate looking for a role in investment management

• a student with a plan to become a hedge fund manager  

• a junior analyst wanting to accelerate your career development

This 6-month program is the course for you.

• Work at your own pace. There are hundreds of video lectures and articles to read, multiple quizzes and 37 hand-picked exercises, to help you gain the investment skills you need for your career choice.

• Clear instructions on how to apply your knowledge. You’ll get step-by-step walkthroughs showing you how to apply what you learn in class in real-life scenarios.

• Exclusive access to an interactive investment community, where you can discuss coursework with myself and trade ideas with your fellow classmates.

• Office hours with Steve to give you the opportunity to ask questions and get advice on your course work.
  

CURRICULUM:

The Analyst Academy Pro Includes the Analyst Academy content plus additional modules as summarised below:

1.  Understanding Accounts

We explain how to approach a set of accounts, go through the balance sheet in line-by-line detail, explain the P&L, cash flow as well as the audit report, accounting policies and notes, all with a worked example.

2.  How to Pick Stocks

We explain the research approach Steve used at multi-billion hedge funds, from how to find ideas, how to check they are valid before doing the detailed research on the industry, company and management. We cover the issue of business quality in detail.

3.  How to Value Stocks

We cover valuation theory, but more importantly how to value stocks in real life, explaining which multiples to use when, and covering a range of valuation techniques.

4.  How to Construct and Maintain a Portfolio

We explain how to assemble a robust portfolio and how to keep a watch on it, and issues like what macroeconomic factors are important, when to use technical analysis and most importantly, when to sell.

5.  Putting All This Together

In the final section of the Analyst Academy Pro course, we go through what has been learned using a series of practical examples and case studies, drilling down further into some of the topics.

6. Professional Skill Development

In this section, we cover basic principles of writing and presenting and then refine this into writing a research note and presenting a stock pitch. We also cover the mechanics of financial modelling, and data analysis and presentation.

COURSE BREAKDOWN:

A course by Steve Clapham

I’ve been working in the investment industry for 25+ years, and I decided to put my experiences to good use and train the current and next generation of investment analysts, private investors, and portfolio managers.

I’ve trained hundreds of analysts at some of the world's largest investment institutions and I currently run multiple courses with hundreds of enrolled students on a variety of investment topics.

I’ve also written the Amazon #1 bestseller, The Smart Money Method, How to Invest Like a Hedge Fund Pro, and I work with 1:1 coaching for investment professionals.

I can teach you how to invest like a professional investor.

Analyst Academy student says:

Watch video testimonial from Michael Fahey, Wealth Manager

“In part thanks to your Analyst Academy course, I landed a job in UK SMID equity sales just under a year ago and have loved every minute of it. So a thank you for providing such great content at accessible prices!”

Oliver Houghton

"Steve's Analyst Academy is a course packed with high-quality content, with a fantastic mix of video and written material, quizzes to test your new-found (or re-discovered!) knowledge and what seems like an endless supply of extracurricular material to get your teeth stuck into."

Ben, Wokingham, Analyst Academy, February 2020 Cohort

Analyst Academy PRO gives you everything you need to kick-start your career in the investment world, including self-paced training, interactive webinars, group feedback sessions and access to a community of investors willing to share their advice and experiences with you.

Sign up today!