Description

Quarterly Modeling explains how quarterly and half yearly models are constructed and maintained by analysts. Explore the mechanics including the effects of seasonality in quarterly assumptions, and updating models for quarterly and annual results.

Learning Objectives

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1. Identify the differences between annual and quarterly models used by Research Analysts.
2. Apply the skills learned to build quarterly models and link them to annual forecasts.
3. Analyze the importance of seasonality in quarterly results and how it impacts forecasts.
4. Evaluate the assumptions that drive quarterly forecasts to reflect seasonality accurately.