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THE MACRO SPECIALIST DESIGNATION (M²SD)
Learning Partner: Macro Institute

THE MACRO SPECIALIST DESIGNATION (M²SD)
We are The Macro Institute, a financial education company helping investment professionals broaden their expertise and stand out in the highly competitive investment industry
The importance of macro as an investment tool is greater than ever. In fact, macro forces account for about 75% of changes in stock returns. However, most investors and analysts focus mainly on bottom-up factors while giving little attention to macro drivers.

The Macro Specialist Designation (M²SD)

The Macro Specialist Designation (M²SD) is is a two-level professional designation program designed to help candidates understand how macro trends impact equity markets and successfully implement macro strategy into their investment process.

Those who complete the program earn the right to call themselves Macro Specialists and display the M²SD letters after their name.
Macro Investing Bootcamp

For those who want a preview of the M²SD, we built a 15-hour version. You’ll learn the essentials of applied macro investing: the relationships between critical data series, the forces of monetary and fiscal policy, the global backdrop, and how macro trends filter down into stock selection.

It’s self-paced, designed to fit into your schedule, and offers video lectures, downloadable slides, key takeaways, and practical exercises.


Our Special Offer To CFA Charterholders & Candidates

The Macro Institute is proud to have created the new Practical Macro PSM of the CFA Curriculum. CFA Candidates and Charterholders now have unprecedented access to our renowned macro investment training program. Together, the Macro Specialist Designation (M²SD) and the Chartered Financial Analyst (CFA) program are the perfect combination of macro and micro skillsets for ambitious investment professionals.

Special Benefits:
  • CFA Charterholders and Candidates who complete the Practical Macro PSM can skip Level 1 of the Macro Specialist Designation (M²SD).
  • CFA Charterholders and Candidates receive a 10% discount on our Macro Investing Bootcamp.
LEARN MORE ABOUT THE M²SD

LEARN MORE ABOUT THE BOOTCAMP