Responsibilities of the Research Analyst

Overview

This course outlines the requirements and duties of a registered member firm’s research analyst. This role is far more than a simple designation by senior management. Associated persons must understand the research analyst and how the research analyst operates within the firm. 

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License or Certification 

 

Regulator 

 

Type 

 


Learning Objectives

  • Identify and describe the key responsibilities, requirements, and qualifications of research analysts.
  • Explain the applicable SEC and FINRA rules and regulations governing research analysts and their activities.
  • Recognize the importance of disclosing conflicts of interest and the impact of transparency on research integrity and investor protection.


Designed For:

Research Analysts 




Course Information

Adding additional credit may change exam requirements.