Description

This study session consists of five parts. On completion of the video, selected readings and assessment, 2 hours of structured CPD will automatically be entered into your CPD log.

1. Role of an Analyst - Video

This study session explores the tasks that an analyst is expected to undertake and provides recommendations for where analysts are best served to focus their time and energy. Leading practitioners provide their views and opinions on the role of the analyst, how to manage your time and determine the areas to focus on, and how to determine which areas of a stock to focus on.

 

2. Role of an Analyst: Time Management - Video

This video covers the key area of time management. James Valentine, CFA, introduces the pathway to success and how to generate informed insights, accurately forecast, make accurate stock recommendations, and motivate others to act. 

 

3. Role of an Analyst: Identify and Monitor a Stock's Critical Factors - Video 

This video covers how great analysts stay focused on a small number of critical factors. James Valentine, CFA, defines the key characteristics of a critical factor with regards to materiality, time horizon, forecasting skills and the role of consensus. The lesson also provides insight into how to find such factors and how to spend time. This includes a time management model for engaging in alpa-generating activities,as well as how to identify what not to spend time on. 

 

4. Role of an Analyst - Selected Readings

One external reading has been selected in this area:

'Identify and Monitor a Stock’s Critical Factors' by James Valentine (From Ch 8 'Best Practice in Equity Research' McGraw Hill, 2011)

The question of what makes a factor critical to a stock’s value is essential for all equity analysts to understand. Details, such as how to use suitable record keeping approaches to extract key details leading to the identification of a critical factor are explained in this practical reading. Once a critical factor is identified the reading considers the nature of catalysts which may then trigger the stock price gain.

 

5. Role of an Analyst - Structured Assessment

The assessment consists of 10 questions and requires a pass score of 70% to be obtained. The test must be passed in the first two attempts in order to successfully complete this study session and for the learning to log as structured learning. 

Activities
Role of an Analyst - Video
Role of an Analyst: Time Management - Video
Role of an Analyst: Identify and Monitor a Stock's Critical Factors - Video
Role of an Analyst - Selected Readings
Role of an Analyst - Structured Assessment