Analyst

The CFP legal team has provided its official definition, along with trademarks: CFP and Certified Financial Planner marks are certification marks owned by the Certified Financial Planner ...

A negative change in the rating of a security. This situation occurs when analysts feel that the future prospects for the security have weakened from the orginal recommendation, usually ...

An analyst's estimate for a company's future quarterly or annual earnings. Future earnings estimates are arguably the most important input when attempting to value a firm. By placing ...

When the earnings reported in a company's quarterly or annual report are above or below analysts' earnings estimates.

An exam administered by the Financial Industry Regulatory Authority (FINRA) and otherwise known as the Research Analyst Qualification Exam. Professionals who pass the exam can function ...

A person that publicly expresses their opinions or comments on a topic on which they consider themselves an expert. The term "pundit" can be used to describe someone that is actually an ...

A financial professional who studies various industries and companies, providing research and valuation reports, and making buy, sell, and hold recommendations.

A financial professional who has expertise in evaluating the creditworthiness of individuals and businesses. Credit analysts determine the likelihood that a borrower will be able to meet ...

An analyst recommendation that means a stock is expected to do slightly worse than the market return.Also known as market underperform, moderate sell, or weak hold.

A positive change in the rating of a security. An upgrade is usually triggered by a steady improvement in the fundamentals and financials of the entity that has issued the security. ...

Think this career is right for you? Learn more about how to get in - and how to succeed.

Take our quiz to find out whether you're suited for this line of work.

If you're looking to get a job as an analyst, you'll need to know how to work it.

Save time and money by following these tips to a smooth career transition.

Ditch your ego, prove that you'll work hard and don't settle for the wrong company.

Different clients require different research reports. Which type of analyst do you need?

Analyst reports can be an investor's best friend - but without knowing how to read them, you won't be able to fully utilize them.

Find out what it takes not only to get into this field, but to be a success.

The CFA designation is seen as the key certification for investment professionals. Find out what the CFA signifies for candidates and investors.

Your approach to your finances could determine your children's financial success.

Learn this easy-to-understand technique of analyzing a company's financial statements and reports.

No one way works for every investor.

Instead of working on Wall Street, write about it.