The Series 86 and 87 exams — the Research Analyst Exams — assess the competency of an entry-level registered representative to perform their job as a research analyst.
The Series 86 and 87 exams measure the degree to which each candidate possesses the knowledge needed to perform the critical functions of a research analyst, including the preparation of written or electronic communications that analyze equity securities and/or companies and industry sectors.
Content Outline
The Series 86 and 87 Content Outline provides a comprehensive guide to the range of topics covered on the exams, as well as the depth of knowledge required. The outline comprises the four major job functions of a research analyst. The table below lists the allocation of exam items for each major job function.
Part 1 (Series 86)
Major Job Functions | Number of Exam Items |
---|---|
(F1) Information and Data Collection | 18 |
(F2) Analysis, Modeling and Valuation | 28 |
(F3) Valuation and Forecasting | 39 |
TOTAL | 85 |
Part 2 (Series 87)
Major Job Functions | Number of Exam Items |
---|---|
(F4) Preparation of Research Reports | 36 |
(F5) Dissemination of Information | 14 |
TOTAL | 50 |
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