Jun 28, 2017

Best overall online equity research course?

Can anyone recommend an overall (fundamental, modeling, business analysis etc) online course to do?

410 WSO Academy Equity Research Session Reviews: 4.84/5

Springfield College

Class of '29 Sep 2026 Cohort

5.00/5

Equity Research Mock Coffee Chat

“Michael gave me very practical, specific advice for breaking into equity research as a freshman. I came in with mixed results from past alumni and industry chats, and he showed me how to make them more useful. He advised tailoring the length and questions of each chat to the contact: start with a brief intro, then pivot to targeted questions tied to their role. For shorter calls, he suggested pinpoint questions that draw out actionable advice. When a contact works in a different area, he told me to phrase my interest broadly and then ask for insight into their team or function, so my goals line up with their work. He also changed how I prepare. He told me to read the analyst’s published reports or their firm’s research before the call and to bring one or two stock or sector ideas and ask for their take, which shows I’ve done my homework. He suggested using school resources like terminals and the finance club to gather sources and data. On building my resume, he recommended continuing to publish on a Substack or website, pursuing WSO or part-time research projects, and applying to the WSO equity research internship or similar programs, then adding the published pieces to my resume and portfolio. He also told me to join my school finance club and get Bloomberg access. Finally, he coached me to ask for introductions during the call when it comes up, to repeat the request in the thank-you email, and to explicitly ask who they’d recommend and offer to follow up. I left with clear action items I can start on right away.”

Class of '25 Nov 2026 Cohort

5.00/5

Equity Research Career Roadmap (optional)

“Chris was very easy to talk to and made the session feel relaxed and genuinely useful. He gave me clear, actionable tasks that I can go away and work on straight away to expand my network. I hope to reconvene with him at a later date to discuss the progress I have made and get his feedback on the work I have been doing.”

See All 11,642 WSO Academy Reviews

5 Comments

zack.miller

Bump. Another interested member on the same subject. Are there any more evolved caregivers present?

Quote

Report

Other

Authored by: Certified Risk Management Professional - ConsultantCertified Risk Management Pro

peanuttaco2

Quote

Report

Other

deathTouch

I did Breaking Into Wall Street. Was approachable for someone who didn't come from a finance background and it helped me get a job in ER.

Quote

Report

Other

Authored by: Certified Hedge Fund Professional - Portfolio ManagerCertified Hedge Fund Pro

NeverOutOfTheFight

How in depth were the courses and how long did it take you to learn?

Quote

Report

Other

commercialbreak

Ad harum deleniti facilis. Eligendi praesentium fugit sunt est. Explicabo natus aliquam quia. Laudantium et tenetur provident sit voluptatum nostrum consequatur.

Nostrum quisquam aut fuga minima. Sed quia eos ipsa sit voluptas ut ut fugit. Quo perspiciatis atque omnis tempora sunt.

Quisquam eos incidunt distinctio maiores mollitia tempora cupiditate. Eligendi qui quia ratione ipsam laborum labore tempore. Quasi molestias consequatur cumque sed sit cupiditate soluta. Dolorem nobis corrupti et. Illum ut et quos totam suscipit ut rerum eos.

Quidem sunt incidunt odit voluptates suscipit sit doloremque. Quidem tenetur consequatur possimus quis ullam vel consectetur. Doloremque maxime facere inventore mollitia laboriosam. Esse distinctio mollitia iure optio perferendis.

Quote

Report

Other

Authored by: Certified Equity Research Professional - Research AnalystCertified Equity Research Pro

+14	Is Equity Research Dying - Where Are the Future Opportunites?	4	4d
+10	Associates who stuck around for > 5 years working for the same analyst. Why?	4	1w
+9	Detailed Revenue and Cost Builds	3	1w
+7	Analyst with no coverage or ranking	5	1w
+6	Preparation for grad scheme - buyside ER	1	2d
+1	IB SA -> ER FT	4	2w
0	Equity Research Rankings	1	1w

1	redever	99.2
2	BankonBanking	99.0
3	Secyh62	99.0
4	kanon	99.0
5	GameTheory	98.9
6	DrApeman	98.9
7	CompBanker	98.9
8	dosk17	98.9
9	Betsy Massar	98.9
10	Jamoldo	98.8

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Best overall online equity research course?

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Best overall online equity research course?

See All Comments - 100% Free

Trending Content - Equity Research Forum