Free learning pathL0–L4

Asset management and investment research

Learn company research, portfolio foundations and evidence-based investment writing.

An entry-level learning direction with educational tasks; check target-role requirements.

Practice setWork-sample templateJobs, resources and experiences

Your learning checklist

Required items: 0 / 10 completed or already known

Device storage

Next: Read a role through its responsibilities

Checklist statuses are self-reported; exercise scores are recorded separately. You can reset any item.

L0

Know the role

  1. Read a role through its responsibilitiesRequired

    Translate a role description into three observable learning goals.

L1

Build foundations

  1. Spreadsheet formulas and reconciliationRequired

    Build a sourced calculation table with an independent check.

  2. Statistics, samples and uncertaintyOptional

    Describe a distribution and its limits of inference.

  3. Investment mandateRequired

    Independently: Define a fictional fund’s objective and investment universe.

  4. Industry and company researchRequired

    Independently: Build a revenue, competition and risk research table from a filing.

L2

Develop core skills

  1. Valuation and expectationsRequired

    Independently: Compare base/downside values for a fictional company.

  2. Returns and benchmarksRequired

    Independently: Calculate total return including dividends and compare with a benchmark.

  3. Portfolio weights and diversificationRequired

    Independently: Calculate two-asset portfolio return and check total weights.

L3

Practise scenarios

  1. Research, citation and argumentRequired

    Write a sourced analytical paragraph with limitations.

  2. Investment thesis and counter-evidenceRequired

    Independently: Write three claims with evidence, counter-evidence and tracking metrics.

  3. Research presentation and updateOptional

    Independently: Prepare a five-minute stock pitch with risks and update triggers.

L4

Build a work sample

  1. Present an inspectable work sampleRequired

    Submit a work sample with method, results and reflection.

Try a practice set

Calculations and choices receive immediate checks. Review open responses yourself against the rubric. All examples are educational.

1. Price moves from 100 to 108 and pays dividend 2. What is total return (%)?
2. Which is a testable investment claim?
3. After the investment thesis and counter-evidence task, state one assumption, one supporting fact and one condition that would change your conclusion.

Investment brief and portfolio scenarios

For this investment brief and portfolio scenarios, bound the problem to one educational scenario. List inputs and assumptions, preserve calculations and distinguish findings from missing evidence.

Define the question, scope and success criteria of this investment brief and portfolio scenarios.

Record data, source links, dates, units and assumptions.

Write reproducible steps with calculations, evidence or a process map.

Separate observations, interpretation and recommendations.

List unknowns, validation steps and conditions that change the conclusion.

Work-sample checklist