What the Passport gives you
The program, the modules, the certificates
- The Foundations. Seven self-paced modules on UMushroom, written and given by Dr. Luba Schoenig and Tonia Zimmermann.
- The research cycle. Recorded modules and the calls where your team presents, then the pitch evening, live with your sector team, and then your report.
- A role through the selection pool. A seat on one of four sector desks, three seats each, or on the committee as Portfolio Manager, Risk Manager or Macro Analyst. Roles are given through the selection pool; you can join the online desk without one.
- The credential. The Sophron® Certified Analyst, with its own credential ID in the public register and the roles you held on it.
- Five modules, each with its own certificate. Macro Analysis with Elias Laurin Griepentrog, Reading a Business with Irnest Kaplan, CFA, and the Sophron® courses in Portfolio Management, Risk Management and Commodities, each with its own Sophron® certificate and badge. Take them at any time. More are to come.
- The Options Course at the member price. €44.95 instead of €59.95, sold on its own. Everything the Passport includes.
After you join
- Follow the three steps: for the online desk, get the Passport, or sign in with the account that has AIC Premium. For the Amsterdam desk, apply for free first.
- Press Join the program on your portal page, and your analyst portal opens.
- From inside the portal, request to join the Sophron® group on UMushroom with the name on your account, for the Foundations. Requests are accepted daily at 11:00. Start the Foundations right away: they are not a gate, and they count when the desk divides.
- On the Team tab, choose for the next round: take part or sit it out, online or Amsterdam (limited seats, by selection), and, if you want a role on a team or the committee, your preferences for the selection pool, up to three in order. Roles are given from the pool; without one you follow the online desk and its modules. Each round opens with its introduction, then the choice, then the division. The calendar in the portal shows the dates.
- Your Sophron® Passport renews each year from the day you pay. You can cancel at any time from your account, and your access then runs to the end of the paid year.