Financial professionals and recent graduates can leverage the unique knowledge gained in the Macro Specialist Designation program to set themselves apart from their peers, advance their careers, and pursue financial and investment success.
As an M²SD charterholder, you can apply your new skills to many careers in the financial services industry. Professionals involved in the investment decision-making process, those who manage client portfolios, and client-facing roles can all benefit from earning the designation.
Broaden the scope of your analysis to understand the macro drivers of a company’s performance in addition to the stock-specific factors.
Communicate your knowledge of markets to your clients above and beyond financial planning expertise.
Improve performance by identifying the big-picture trends that may pose a risk to your portfolio positioning.
Build intuitive but powerful stock-picking models using macro data and factors.
Other relevant job roles include: Asset Allocation, Asset Management, Commercial Banking, Consulting, Insurance, Investment Banking, Investment Strategy, Private Wealth Management, Research and Trading.
Your methodology has impacted how I view markets more than any other influence.
Michael W.
Investment Advisor
I can’t tell you how excited I was to read about the M²SD… When I saw your program, I nearly fell out of my chair.
Chris P.
Wealth Management
I intend to be a brand ambassador as I fully believe in this approach to managing money. In fact, upon my completion of Level 1, we will be having our firm’s employees begin their Level 1.
Andrew S.
Investment Firm
See how the M²SD program can make you a better investor. Download the course brochure to find out more.