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所在平台: Udemy |
课程主页: https://www.udemy.com/course/writing-an-equity-research-report/
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课程名称:撰写股票研究报告 课程概述: 《撰写股票研究报告》专注于金融报告中重要的技能。您可以在不到两小时的时间内完成这门课程,掌握将深入研究转化为清晰、简练和引人注目的写作的强大方法。银行和经纪公司每天发送6000份财务报告,但可能只有5%的报告被阅读。那么,如何让您的报告脱颖而出呢?通过创造引人注目的投资理念,并清楚地传达这些理念。课程将帮助您实现这两个目标。 您将在课程中学到什么: 这是一门项目导向的课程,旨在带您走过生成真实研究报告的各个阶段。所有作业都是朝着这一目标而设计的。如果您希望以这种方式使用课程,到您完成时可以拥有一份真实的报告,准备发布。尽管我们主要关注股票研究,但该课程对其他类型的分析师也很有用,适合进入金融领域的新毕业生,甚至是寻找新方法的有经验的研究人员。 课程结束时,您将掌握大量技巧,能够撰写引人入胜的报告,并使用清晰、简练的语言进行表达。您将学习如何将报告写作技能置于分析师需要使用的所有其他技能的背景下,掌握更高效的报告制作方法,以及如何使用客观质量标准对您的工作进行基准测试。课程中所学的工具和技术都经过我们的客户在25年间的研讨会的验证和肯定。 您还将学习如何在全球环境中产生真正的影响:这对非英语母语者或在全球团队中工作的人来说尤为重要。有效的研究报告不仅仅依赖于你使用的词语或你的知识。好的写作需要明确您要表达的内容及其对客户的重要性。 课程还将教您如何快速、有效地制定投资想法,并用逻辑论证和连贯的解释支持这些想法。您将能够组织您的想法,使其符合我们作为读者为寻求重要信息而使用的策略。此外,这些工具和技术将为您节省作为写作者的时间,也为您的受众节省阅读的时间。 您还将学习如何构造强有力的段落和引人注目的句子,以便清晰地传达您的专业知识,避免让读者产生困惑,并用温暖的言辞加深与客户的联系。最后,您将学习简单的校对和润色技巧,以消除可能会损害您作为分析师可信度的错误。 课程目标: - 确定和发展引人注目的投资理念 - 在制作报告时节省时间 - 应用一种方法生成可靠的财务报告 - 让您的听众在阅读时感到轻松 - 快速识别想要表达的内容及其表达方式 - 结构化报告以最大化影响 - 以客户端能够快速抓住的重要观点的方式呈现您的论点 - 清晰、有说服力地传达您的专业知识 - 避免模糊的术语和令人不悦的官话 - 通过使写作更温暖和人性化来吸引您的读者 - 通过有效的校对和润色建立信誉 要求: - 有意愿积极动笔写作 - 您需要一些自己的写作以完成多个练习 - 要有一个新的报告想法以应用课程中的一些技巧 此课程面向: - 忙碌的分析师,想要撰写更有效和引人注目的研究报告 - 首次担任金融分析师的新毕业生 - 希望刷新和更新技能的经验丰富的分析师 如果您希望获得一门更全面的课程,从商务写作初学者提升到文案写作的专业水平,您可以考虑注册Clare的其他课程,如《自信写作》。
Writing an Equity Research Report focuses on the skills that matter in financial reporting. You can complete the course in under two hours, and you'll come away with a powerful method for transforming thorough research into writing that's clear, concise and compelling.Every day, banks and brokerages send out 6,000 financial reports. And yet perhaps no more than 5% of them are ever read. How can you make your report stand out?By creating compelling investment ideas, and communicating them clearly.This course will help you do those two things.What you'll learn in this courseThis is a project-based course. It's designed to take you through the stages of producing a real research report. All the assignments contribute to that aim. If you want to use the course in this way, you can have a real report, ready to publish, by the time you have finished.Although we focus here on equity research, the course will be useful for other kinds of analyst as well. And for new graduates entering the dizzy world of finance. Or even experienced - and possibly hardened - researchers looking for a fresh approach.By the end of this course, you'll be armed with a veritable arsenal of techniques to craft compelling reports - and to write in language that's clear, concise and compelling.You'll start by learning how to place the skills of report writing within the context of all the other skills analysts need to employ. You'll learn a method to help you produce reports more efficiently, and techniques to benchmark your work against objective quality criteria. The tools and techniques you'll learn have been tried, tested and given the whole-hearted thumbs up by our own clients in workshops conducted over 25 years.You'll also learn about how to make a real impact with your writing in a global environment: essential knowledge if English isn't your first language or if you're working as part of a global team.Effective research reports aren't successful just because of the words you use - or what you know. Good writing means figuring out what you're trying to say and why it matters to your clients.So, you'll learn how to formulate your investment ideas quickly and efficiently, and how to support those ideas with logical arguments and coherent explanations.You'll also be able to organize your ideas to fit the strategies we all use as readers to seek out what matters to us.All of these tools and techniques will save you time as a writer - and save your audience time as readers.You'll also learn how to construct powerful paragraphs and stunning sentences, so that you can communicate your expertise without baffling your reader. And how to add warmth to your words so you forge a deeper connection with busy clients.Finally, you'll learn simple techniques for proofing and polishing your work - so you can weed out embarrassing errors that could undermine your credibility as an analyst.By the end of this course, you'll be able to:Identify and develop compelling investment ideasSave time when producing your reportsApply a method to produce sound financial reportsDelight your audience by saving them time when reading your reportQuickly identify what you want to say - and how to say itStructure the report for maximum impactPresent your arguments so that clients can instantly home in on your most important pointsCommunicate your expertise clearly and compellinglyRid your writing of confusing tech talk and off-putting corpspeakEngage your readers by making your writing warmer and more humanEstablish credibility by proofing and polishing your work effectivelyWhat you'll learnCreate research reports efficiently and painlesslyGenerate compelling investment ideas, supported by persuasive arguments and coherent explanationsExplain your research findings coherentlyUse compelling language that holds your reader's attention from beginning to endCreate reports that amplify your authority as a researcherRequirementsA willingness to roll up your sleeves and get writing!You'll need some of your own writing to complete several of the exercisesYou should have a new report in mind that you can use to exercise some of the techniques on the courseHands-on practiceThe only way to improve your writing is to roll up your sleeves and get writing. That's why we've designed Writing an Equity Research Report as a project-based course.All the assignments on the course contribute to producing a real report. All the exercises are opportunities to develop skills that you can transfer directly and immediately to the research report you are working on.You'll also be encouraged to reflect on your own report writing. You'll find the course particularly useful if you're working on a report while taking the course, which you could plan, review and improve - while developing your skills.Course resourcesWriting an Equity Research Report gives you a wealth of resources for crafting clearer, punchier, more persuasive reports, including:links to free online tools for analysing and improving your writing200+-page downloadable course workbook featuring course exercises and assignments - including model answers - and summaries of the key points of each lecturelinks to useful articles and other online sources to help you produce better research reportsIs this the right course for you?Writing an Equity Research Report has been designed for time-pressed analysts who want to get maximum results from their reports - in the minimum time.Who this course is for:Busy analysts who want to write more effective and compelling research reportsNew graduates in their first role as financial analystsExperienced analysts who want to refresh and renew their skillsIf you're looking for a more wide-ranging course that will take you from business writing beginner to the level of a copywriting pro, you might prefer to enrol in one of Clare's other courses, such as Writing With Confidence.