What qualifications are useful for stock investment? ○○. If you combine your strengths with them, you can also become a specialist!
I am Kako (Kakoi) of Tsubame Investment Advisory.
I have passed the Financial Planning Skill Level 2 exam. As an investment advisor, I hope to assist not only with stock investment but also with asset management and money-related concerns as a whole.
What qualifications are useful for stock investing?
In addition, I hold several other qualifications related to stock investing.
- Securities Analyst
- Registered Securities Sales Representative
- Bachelor of Economics
- MBA (Master of Business Administration)
People often ask, “What qualifications are useful for stock investing?” When I think about it again,the most useful one is “Securities Analyst.”I realized this.
The Securities Analyst Examination consists of the following subjects (First Level Exam).
- Economics: Microeconomics, Macroeconomics
- Financial Analysis: Accounting, Financial Statement Analysis
- Securities Analysis: Quantitative Analysis and Statistics, Fundamental Analysis, Analysis and Valuation of Individual Assets, Portfolio Management
As you can see, it covers a wide range of topics. If you pass,it is not an exaggeration to say it is more valuable than graduating from a mediocre university economics department.
Stock investing is a mixed martial art. For example, even if you can perform financial analysis, if you do not understand the overall economy, you cannot correctly think about market trends and economic shifts.
Even if you try to acquire knowledge in these areas separately, you often do not know where to start. The Securities Analyst isa qualification that, in terms of learning the minimum required knowledge all at once, is extremely useful for stock investing.
It is by no means an easy qualification. If you intend to obtain it, it will certainly require a considerable amount of time and money. Nevertheless,it is an unparalleled weapon as preparation for entering the stock market battlefield.
“Securities Analyst × On-Site” is the strongest combination
What is lacking with the Securities Analyst is the absence of management-related items. You can read financials, but you cannot discuss business strategy.If you cannot understand management strategy, you cannot develop the ability to foresee the future.
In the management department I belonged to and in MBA programs, I was fortunate to have opportunities to study management. A qualification that corresponds to this isSmall and Medium Enterprise Management Consultant. The author below, Toshiyu Imura, also holds this qualification.
However, when it comes to management, studying theory alone often does not suffice. What management requires ishow to solve the problems in front of you. Theory and past cases may not provide satisfactory answers.
Therefore, the truly reliable resource is“the voices from the field”. I believe there is nothing above that.
I once belonged to a securities firm and analyzed the banks that were our clients, so I am skilled in investing in financial-related companies.It is a field that many people find difficult, so simply being there becomes a major “strength”.
If you understand finance, the next step is the related field in the same stock business: “Real Estate.” In this wayI focused on one area and gradually expanded my areas of expertise.
Most people, including me, have their own areas of expertise. If you know the industry you work in or the stores you frequent well, you will know more than securities analysts.
Using that as a foothold, you analyze companies. Then,within an industry, there are many occasions where a very good company is undervalued in its stock price.
Here, if you have knowledge of securities analysts, you can truly check whether it is undervalued and whether the finances are sound.
After that, it is just a matter of whether you can invest with confidence. If you can do that, you will eventually achieve great success.
“Securities Analyst × On-Site”—this is the strongest combination in stock investing. If you want to truly succeed in stock investing, I recommend first obtaining the Securities Analyst qualification.
