Perspectec Program

Executive Intensive

A 5-day crash course for working professionals and analysts who want to add Claude + the Perspectec harness methodology to their existing equity research workflow.

1 week (Mon–Fri) Remote-first · optional Toronto day Certificate of Completion

What you get

Claude Code Max subscription for the week ($200 value)

Perspectec Platform access (Research Analyst, Macro Strategist, Managing Director)

Perspectec Model.xlsm template + all harness skills/agents

4 hours live sessions + 4 hours self-paced per day

Slack channel with direct access to Perspectec staff

Optional in-person day at 507 King St E, Toronto

External reviewer feedback on your final pitch

Certificate of Completion

What you'll learn

AI-native research workflow

The Planner → Generator → Evaluator harness methodology used by Perspectec’s production research team.

Financial statement mastery

Build a validated 3-statement model using Claude in Excel and the Perspectec six-check validation framework.

Primary research automation

Use Claude Code for SEC EDGAR bulk downloads, press release monitoring, earnings transcripts, and sector mapping.

Buy-side pitch preparation

Build a thesis-forward initiation deck with Claude in PowerPoint and deliver a ≤2-minute pitch to an external reviewer.

Detailed day-by-day curriculum is being finalised and will be published here.

Tuition

$2,500 CAD

$100 refundable application deposit to start. No education verification required.

Apply Now

Perspectec Inc. · SEC-Registered Investment Adviser (CRD# 287591) · general@perspectec.com