notices - See details
Notices
JV
Jason Voss, CFA (not verified)
19th March 2015 | 12:38pm

Hello Yvette,

I will try and answer your questions as best as I can...

* I am not sure of the unique policies of the Toronto CFA Society, you would want to ask them directly. Most Societies around the world are more than happy to help CFA candidates. Mentoring usually is done for free. Unfortunately, while I know several people in the Toronto Society, I am not sure who is willing to serve as a mentor. You need to approach them on your own.

* LinkedIn is likely a great place to publish your research. Are you able to upload a spreadsheet of your model? If not, I would include language in the analysis that says something like, "Supporting models available upon request."

* The Zacks report was included as an example of what a research report looks like. Namely, the elements included, the nature of the language used, format, and so forth. Your report should be a reflection of your unique skills as an analyst. I built my reports in Excel.

* As for sending you one of my spreadsheets. I will be happy to send you one of my spreadsheets once I trust that you have advanced a bit further in your quest. Right now you are looking for me to do too much. You need to take on some ownership of this process.

Yours, in service,

Jason