This course is designed to prepare you for the Series 86 portion of the Research Analyst exam. It covers essential skills such as economic and industry data collection, financial statement analysis, and forecasting, all of which are crucial for producing well-informed investment recommendations. By focusing on corporate and financial analysis, you'll align your expertise with what’s expected in a demanding equity research environment.
What you'll learn
how to gather and analyze macroeconomic data
understanding the inter-relationships of financial statements
calculating key financial metrics and ratios
Course objectives
master data collection techniques
verify and analyze financial statements
develop skills to provide actionable investment conclusions