Margaret Franklin, CFA’s Post

I have completed the NISM Series XV: Research Analyst certification! This journey has deepened my understanding of equity research, financial analysis, and market trends, equipping me with the skills to provide insightful and data-driven investment advice. Looking forward to leveraging this knowledge to contribute to the financial industry and drive impactful decisions. #NISM #ResearchAnalyst #Certification #Finance #EquityResearch #ContinuousLearning

Greeting connections!!! NISM Series 15 Equity Research exam involves mastering essential skills in financial analysis and valuation methodologies crucial for navigating equity markets. From economic and industry analysis to dissecting financial statements and understanding regulatory frameworks, this certification equips professionals with comprehensive knowledge to excel in equity research. It emphasizes ethical considerations and best practices, ensuring analysts uphold integrity while making informed investment recommendations. Stay updated with the latest trends and developments to enhance analytical capabilities and contribute effectively to the financial sector. #EquityResearch #FinancialAnalysis #NISM #InvestmentResearch

🌟 𝗘𝗻𝗿𝗼𝗹 n𝗼𝘄 𝗶𝗻 𝘁𝗵𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 𝗔𝗻𝗮𝗹𝘆𝘀𝘁 𝗦𝗵𝗼𝗿𝘁 𝗖𝗼𝘂𝗿𝘀𝗲 𝘁𝗵𝗶𝘀 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿! 🌟 Elevate your investment analysis skills with our online Equity Analyst Short Course, running over ten morning sessions. Hosted by our Programme Champion, Francois Toerien, CFA®, CAIA®, this short course is designed to enhance your practical and theoretical knowledge of equity valuation. 📅 Dates: 16, 19, 20, 26, 27, 30 September & 3, 4, 7, 8 October 2024 𝗙𝗲𝗲𝗱𝗯𝗮𝗰𝗸 𝗳𝗿𝗼𝗺 𝗽𝗿𝗲𝘃𝗶𝗼𝘂𝘀 𝗱𝗲𝗹𝗲𝗴𝗮𝘁𝗲𝘀: 💬"I enjoyed the practical part of it (using real company examples) - it helped me visualize and better understand the concepts." 💬"I gained a good understanding of most used accounting concepts relevant for valuation." 💬"The course content helped augment my knowledge of equity valuation." 🔗 Learn more and secure your spot here https://lnkd.in/dFtb_gng #ASISAAcademy #OnlineShortCourse #EquityAnalyst #EquityValuations #InvestmentAnalysis #PracticalExperience

Although many investors assume that inflationary risks has been largely contained, the CIO of Viewpoint Investment Partners Scott Smith, CFA will provide some food for thought as to why an allocation to a diversified commodities strategy continues to make sense. This CAASA - Canadian Association of Alternative Strategies & Assets podcast with Francis Sabourin, BA, Pl. Fin., RIS will be well worth the listen. #inflation #commodities #diversification #riskmanagement

Elevate your investment analysis skills with our online Equity Analyst Short Course, running over ten-morning sessions in October. 🌟 Hosted by our Programme Champion, Francois Toerien, CFA®, CAIA®, this short course is designed to enhance your practical and theoretical knowledge of equity valuation. 📅 Dates: 10, 11, 14, 17, 18, 21, 28, 31 October | 1, 4 November 2024 🕒 09h00-12h00 (daily) 🔗 Learn more and secure your spot here - https://lnkd.in/dFtb_gng 𝗙𝗲𝗲𝗱𝗯𝗮𝗰𝗸 𝗳𝗿𝗼𝗺 𝗽𝗿𝗲𝘃𝗶𝗼𝘂𝘀 𝗱𝗲𝗹𝗲𝗴𝗮𝘁𝗲𝘀: 💬 "This is a brilliant short course. Real industry insight. Well presented, well run, amazing programme champion." 💬"I gained a good understanding of most used accounting concepts relevant for valuation." 💬"The course content helped augment my knowledge of equity valuation." #ASISAAcademy #OnlineShortCourse #EquityAnalyst #EquityValuations #InvestmentAnalysis #PracticalExperience

Private capital investments provide a compelling opportunity for investors to diversify out of public markets and seek advantages that they may not otherwise have access to through traditional means. Although investors must be aware of issues unique to private capital investing, including potential risks and operational hurdles, private capital can serve an important role in an investor’s portfolio as a potential for diversification and risk enhancement. Dive into our latest #whitepaper by Brett Hillard, CAIA, CFA to learn more: https://bit.ly/3twxyhe

We have launched a new quarterly publication, Principal Investor Perspectives, which turns the spotlight on the latest developments in the economy, financial markets and the political arena. It shares market views and compelling investment insights from the perspective of an experienced principal investor. The first edition of Principal Investor Perspectives analyzes the current situation in financial markets and examines whether risk assets can continue to “climb the wall of worry”. It also looks at the commercial real estate sector and at the private credit asset class in detail. Take a look here: https://lnkd.in/dGhaJJFu #lgtcapitalpartners #lgtcp #principalinvestorperspectives #marketdevelopments

A practical course, giving delegates the opportunity to apply a valuation model and present their findings.

Join us this May for the Equity Analyst Short Course, a comprehensive online short course delivered over ten online morning sessions led by our expert Programme Champion, Francois Toerien, CFA®, CAIA® 📅 Dates: 16, 17, 20, 23, 24, 27, 30, 31 May and 3, 4 June 2024 Feedback from previous delegates: 💬"I enjoyed the practical part of it (using real company examples) - it helped me visualize and better understand the concepts." 💬"I gained a good understanding of most used accounting concepts relevant for valuation." Click on the link below to learn more: https://lnkd.in/dFtb_gng #ASISAAcademy #OnlineShortCourse #EquityAnalyst #EquityValuations #InvestmentAnalysis #PracticalExperience

CFA Institute sets the standard for professional excellence and credentials. The hub for financial knowledge is championing ethical behaviour in investment markets, and aiming to create an environment where investors’ interests come first. That’s why CFA Institute are the Virtual Summit Leader of our Modern Investor Summit and leading its' “How To Find Opportunities In Sustainability” session to showcase how modern investors can help their wallets and the world at the same time. https://lnkd.in/eYRJkGFa