“Make Me A Research Analyst”

The qualifications you will need to succeed as a research analyst…

What is a Research Analyst?

Depending on whether you work on the ‘buy side’ or ‘sell side’ your role as a research analyst will involve different things.

If you work on the ‘sell side’, research is the division of an investment bank which reviews companies and writes reports about their prospects, often with “buy” or “sell” ratings. Your research is also used to assist traders in trading, the sales force in suggesting ideas to customers, and investment bankers by covering their clients.

If you work on the ‘buy side’, research is a division at an investment institution used to assist fund managers in making ‘buy’ and ‘sell’ decisions. You may even work as a research analyst for a completely different type of institution like an accountancy or consultancy institution.

In general research analysts analyse different specialist areas such as equities, emerging markets, sectors, businesses, commodities, economics, currencies, fixed income and the list goes on.

“That sounds very fancy, but what does that all mean?”

Well, to secure a career as a research analyst you will need to know, so keep reading to find out how…

How do I become a Research Analyst?

Research Analyst roles are very competitive and careers are reserved for the most dedicated students and graduates. The financial rewards are significant and becoming a research analyst will require you to go the extra mile. If this is the career path for you, you will want to get the industry standard qualification…

What qualification do I get?

You will need to train for the CFA Chartered Financial Analyst.. The CFA® charter is designed to be a benchmark for ethical standards and professionalism within the global financial community. Typical candidates include: Fund managers, Analysts, Portfolio managers and Accountants/Auditors.

What is the CFA® Program?

The curriculum is based on the CFA Institute Candidate Body of Knowledge™ which is divided into 4 major areas; Ethical and professional standards, Tools and inputs finvestment valuation and management, Asset valuation and Portfolio management.

Why enrol on the CFA® Program?

With only 89,000 investment professionals globally having achieved charterholder status to date, completion of the program puts you in an elite group. The designation is both career enhancing, globally recognised and well respected.

When do the CFA® exams take place?

Level I exams take place twice a year in June and December. Training towards these exams starts up to 5 months before.

How is the training delivered?

You can study at a time and place convenient to you with 7 City’s high-tech online distance learning package or you can train with them in their state of the art training facilities in London.

With either option you are never alone in your studies. You will receive the full materials and support, including online access to PDF copies of class handouts via the 7c-online portal. You won’t miss out on classroom tuition or “tutor time” if you study distance as you’ll have class recordings, a tutor helpdesk and evening workshops – all the same advantages as your classroom-based peers.

1. Receive your materials and online access

Immediate online access and pre-course pack give you a head start reviewing the materials.

2. Set your plan and keep motivated

Follow the online study mentor if studying ditance as it breaks down the syllabus. This will help your self-discipline no end.

3. Start question practice early with email-a-day

Questions with answer feedback from day one. The self healing ability remedies weaker areas.

4. Participate in classes online or in person

Classes are streamed live to your desktop. Recordings also available post-class.

5. Attend a workshop

Online or in person, these sessions review key technical areas and clear up any concerns.

6. Monitor performance

Our online portal gives you at-a-glance diagnostics and performance indicators.

7. Ask our tutors a question

Call, visit or use their online helpdesk. You have the unwavering support of our team.

8. Question Practice & Mock Exam

Timed online testing with feedback consolidates knowledge. A mock perfects exam technique.

9. 2-day Revision Course

A free revision course consolidates your studies. Targeted online revision tools are also released to you.

10. Finally – exam day. Feel confident…

…you’ll be one of the best prepared candidates in the exam hall.

How can I get the best price on the CFA?

We are able to offer you qualifications cheaper than anywhere else due to our unique relationship with 7 City, who is a leading qualifications provider, so you get the best training available.

If you would like to find out more about training in London or through distance learning you can get an exclusive discount if you contact 7city Learning on 0845 0727620 or email qualifications@7city.com.

You must quote Benedix as a reference to claim your discount

If you would like a personal consultation with regards to qualification choices contact a consultant at Benedix.

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