Series 79  Function 1.1  Collection of Data

Series 79 Function 1.1 Collection of Data

July 6, 2026 · 47 min

About this episode

This episode discusses the importance of data collection and valuation analysis in investment banking.

Send us Fan Mail to help you prepare for the Series 79 exam, here is a breakdown of the core concepts from the provided bullet points, organized into key areas of investment banking responsibilities: 1. Data Collection and Valuation Analysis A major part of the role involves gathering and analyzing data to value companies and understand the market: Information Gathering: You must collect financial, performance, and transaction data from a variety of sources, including commercial databases, re...

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