Training Classes

Training Classes

7 one-day course modules covering analysts’ core skills

Practical and example-led course material

Practical and example-led course material

We have structured our course material to enable analysts to review and replicate a large number of practical examples and apply them to their current positions.

Our best practice handbook contains almost 40 concrete examples covering all 7 modules. It includes financial models, scripts to sales, pitches to clients and investment case summary examples, amongst others. It also includes our key reference templates, which analysts can directly apply to their current stock coverage or in support of their managers.

Analysts will have access to an electronic version of the examples and templates. In addition, they will be given a selection of example company notes in an internal research handout, which we put together with the management of their research department*.

Analysts can immediately apply these examples and templates to their current position, depending on their priorities and specific learning objectives. Our trainers can review some of the individual application exercises created by the analysts.    

*Subject to the agreement of the client.

Additional services from our associates

Our association with FactSet allows us to offer additional training about their systems to analysts that take our courses.

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Neil Scarth, principal of Frost Consulting, shares his insight and deep knowledge of FCA and MiFID II regulations, and their impact on the research and investment industries. 

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Our association with equity research-focused recruitment agency, Spartan International, gives us useful information about industry trends and the evolving needs of both early-career analysts and their managers. 

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Training Program Offering

Training Classes

Training Classes

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1-2-1 Mentoring

1-2-1 Mentoring

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Manager Presentations

Manager Presentations

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Buy Side/Sell Side

Sell Side / Buy Side Events

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