Market Analysis PatternsCourse

Clients and Markets / 5 weeks

Market Analysis Patterns

Teaches advisors how to size, segment, and read markets — their dynamics, shifts, and signals — so a market thesis rests on patterns rather than anecdotes.

Learning path

Six modules with practical application.

  1. Sizing a market top-down and bottom-up, reconciling the two, and being honest about which numbers are evidence and which are assumption
  2. Cutting a market into segments that are distinct, reachable, and decision-useful rather than demographically tidy but useless
  3. Reading how a market behaves over time — concentration, growth, profit migration — rather than treating it as a static pie
  4. Recognizing the recurring shapes of disruption early enough to act, distinguishing real shifts from noise
  5. Choosing the few signals that actually predict a market shift and watching them instead of drowning in dashboards
  6. Turning sizing, segmentation, dynamics, and signals into one defensible thesis about where the market is going and what to do

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