This is a very selective program - as we are limiting the number of trainees undertaken at any one time to 10-12.

There is also a vetting process to get on this training program which involves a free consultation call (~30 minutes). To make sure this training is right for you and to manage expectations.

During this call - we will discuss with candidates their career ambitions, their specific investment interests & experience, and their current status (professional, student etc.).

For the individual lesson plan - the base training package is all in about 25-30 hours. 10 hours of dedicated “in class” trainer time and 15-20 hours of self-study training (3-4 hours of prep work ahead of each lesson).

This effectively entails completing three full case studies on different stocks.

In addition, at end of case-study training we offer a bonus session focused on providing career path perspective.

For detailed pricing, please reach out to us directly.

We will consider offering scholarship aid on a case-by-case basis.

This training course will be cost effective versus online analyst accreditation programs - which charge substantial course costs for text book/pre-recorded training and a certificate designation + often require paying for prerequisite courses.

Yes, 2nd LEVEL training offers a base skillset that can be utilized for single company investing across both public and private equities.

In terms of roles - aside from analyst training this will also be useful for other investment roles (sales, trading, risk management, fund marketing, portfolio management).

No grade awarded, but we will provide documentation of your course completion.

We believe referencing your 2nd LEVEL training will enhance your CV - demonstrating your commitment to improving yourself and differentiating your experience vs. others.

These are “apples and oranges” types of training. 1:1 case study learning is more practical training and complements the thorough course learning of a CFA.

Simulated training could be a cost-effective precursor to making an investment in a CFA - in terms of both time and money.

Very - simulated equity research training is focused on gathering 2nd LEVEL knowledge while AI research produces more 1st level type knowledge via its powerful search engine capabilities.

They can be used interchangeably and complement each other, with 2nd LEVEL knowledge the more critical & contrarian thinking and forward-looking capable tool of the two.

Yes, this is exactly why we included the bonus session at the end of the training program. Please refer to Sample Lesson Plan.