Investment Analyst Prep
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All learning paths
Equities
12 Lessons
Level 1
Identify what an equity claim provides
What an equity claim gives you
Foundations
Level 2
Voting power across share classes and markets
Votes, share classes and control
Foundations
Level 3
How shares reach and trade in markets
How shares reach and trade in markets
Foundations
Level 4
Decompose a shareholder's return
Where a shareholder's return comes from
Core
Level 5
Price versus estimated business value
Price versus estimated value
Foundations
Level 6
Discount growth without breaking the model
Discount growth without breaking the model
Core
Level 7
Compare valuations on a consistent basis
Compare valuations on a consistent basis
Core
Level 8
Forecast the drivers before the valuation
Forecast the drivers before the valuation
Core
Level 9
Understand competitive pressure
Understand competitive pressure
Core
Level 10
Connect business history to a forecast
Connect business history to a forecast
Core
Level 11
Write a defensible research recommendation
Write a defensible research recommendation
Core
Level 12
Connect required equity return to risk exposure
Connect required equity return to risk exposure
Core