AnalystSolutions

AnalystSolutions was founded by James Valentine, CFA, to help equity analysts reach their full professional potential. During his career as a successful analyst, he became intrigued by the criticism surrounding the quality of equity research, often coming from within the industry. There was no shortage of intelligent, hard working individuals, which caused him to wonder why there wasn't more world-class research. In 2006, he decided to do his part to help improve the industry's quality issues by taking on a newly-created role at Morgan Stanley to develop a global training program for the one thousand employees in his firm's equity research department. In 2008, having built a program, he left the firm to follow his vision of improving the quality across the entire equity research industry. Through his experience and interviews with other professionals, he built a compendium of best practices which are now published as a book by McGraw-Hill ( Best Practices for Equity Research Analysts). AnalystSolutions isn't just another training company. Its mission is based on the unique elements below. Unique elements of its program include: Core curriculum based on best practices of existing equity research practitioners and portfolio managers (not theory or extraneous material). Training and coaching administered via proven rapid-learning techniques (no slow-paced boring classes). Solutions are reinforced through web-based performance support resources available 24/7 (help isn't just found in a training room). Curriculum continually being expanded and taught by successful practitioners (not career trainers). Content only covers equity research (there's nothing else to cause a distraction).