Mô tả

#1 Best Selling Investing Course on Udemy! Welcome to The COMPLETE Financial Analyst Training and Investing Course by the author of the best selling business course on Udemy, an award winning professor, Columbia MBA graduate, former Goldman, hedge fund founder, venture capitalist, TEDx Talk speaker, author & entrepreneur featured in Forbes, Business Insider, Wired & Venture Beat.

I guarantee that this is THE most thorough financial analyst course available ANYWHERE on the market - or your money back. This is the most thorough and longest course I have ever made and anyone can take it and see remarkable improvements in how competitive they are in the finance industry as a financial analyst or as an investor. 

CONGRATULATIONS! You have just been hired by Morgan Haroun Sachs Company (MHS), which is the world's #1 (pretend) finance company. You will be going through our new hire Financial Analyst Training Program boot camp. You will learn a lot about finance in this training program with NO THEORY as you will be dealing with the employees and clients of our firm MHS Company in edutaining interactive case studies. 

This course is taught by Chris Haroun who also went through the Goldman Sachs financial analyst training program as well as the new hire training programs of other top finance companies. Chris has also started his own hedge fund and venture capital firms and is an award winning MBA school professor. He teaches based on real life practical experience. 

Do you have what it takes to complete this 22+ hour comprehensive finance training program? I'll see you on the other side. 


What Will You Learn in this Finance Bootcamp Course?

  • How to pick stocks.

  • Become an expert in Excel for financial analysts.

  • How an IPO works.

  • How to manage a portfolio.

  • How to build financial models.

  • How to get hired and promoted as a financial analyst.

  • How risk management works.

  • How to use technical analysis.

  • How to value companies.

  • Use and create Excel based templates developed by Chris to help you create financial statements from scratch (meaning income statements, balance sheets, cash flow statements and more).

  • Use and create Excel based templates developed by Chris to help you value companies using several different valuation methodologies, including P/E, P/R and Discounted Cash Flow (DCF).

  • Use and create Excel based templates developed by Chris to help you manage a portfolio.

  • How Monetary Policy works.

  • How Fiscal Policy works.

  • How interest rates are changed and why this is crucial to understand for successful financial analysts.

  • How to pitch long and short ideas to portfolio managers.

  • How to find great venture capital investment ideas.

  • How to come up with mutual fund investment ideas (longs - meaning buys) using an easy to understand top down and bottoms up research process.

  • How to come up with hedge fund investment ideas (longs and shorts) using an easy to understand top down and bottoms up research process.

  • Identify crucial catalysts (timed events) in order to know when the optimal time is to buy or short a stock.

  • Understand how investment banks (the 'Sell Side') can help you be more successful in a hedge fund or mutual fund career.

  • Analyze and understand an income statement (even if you have no experience with income statements).

  • Analyze and understand a balance sheet (even if you have no experience with balance sheets).

  • Analyze and understand a cash flow statement (even if you have no experience with cash flow statements).

  • Understand and use modeling best practices so you can create financial models.

  • Know where to get data in order to build a financial model (in depth understanding of identifying and using/navigating the best free websites and sources to build your financial model)!

  • Create a financial model (projecting the future) for an income statement.

  • Create a financial model (projecting the future) for a balance sheet.

  • Create a financial model (projecting the future) for a cash flow statement.

  • Understand valuation best practices so you can create target prices based on your financial models.

  • How to use Discounted Cash Flow (DCF) and how to create the Weighted Average Cost of Capital and Terminal values in order to pick target prices.

  • How to use P/E in order to pick target prices.

  • How to use P/R in order to pick target prices.

  • Other valuation methodologies, including EV/Sales, EV/EBITDA, P/B, EV/FCF, etc.

  • Come up with a target price based on an average of several different valuation methodologies.

  • Learn about 14 different Financial Analyst jobs and how they overlap and work together (including Investment Banking, Venture Capital, Private Equity, Private Wealth Management etc.).    

  • Investment Banking: Understand from a high level perspective what an Investment Bank is as well as what the role/job is of an Investment Banking Financial Analyst, including the pros and cons.

  • Venture Capital: Understand from a high level perspective what a Venture Capital firm is as well as what the role/job is of a Venture Capital Financial Analyst, including the pros and cons.

  • Private Equity: Understand from a high level perspective what a Private Equity firm is as well as what the role/job is of a Private Equity Financial Analyst, including the pros and cons.

  • Private Wealth Management: Understand from a high level perspective what a Private Wealth Management firm is as well as what the role/job is of a Private Wealth Management Financial Analyst, including the pros and cons.

  • Sell Side Research Analyst: Understand from a high level perspective what a Sell Side Research Analyst’s firm is as well as what the role/job is of a Sell Side Research Financial Analyst, including the pros and cons.

  • Sales Trader: Understand from a high level perspective what a Sales Trader’s firm is as well as what the role/job is of a Sales Trader Financial Analyst, including the pros and cons.

  • Buy Side Trader: Understand from a high level perspective what a Buy Side Trader’s firm is as well as what the role/job is of a Buy Side Trader Financial Analyst, including the pros and cons.

  • Mutual Fund: Understand from a high level perspective what a Mutual Fund is as well as what the role/job is of a Mutual Fund Financial Analyst, including the pros and cons.

  • Sell Side Trader: Understand from a high level perspective what a Sell Side Trader’s firm is as well as what the role/job is of a Sell Side Trader Financial Analyst, including the pros and cons.

  • Large Non Finance Company: Understand from a high level perspective what a Large Non Finance Company firm is as well as what the role/job is of a Large Non Finance Company Financial Analyst, including the pros and cons.

  • Equity Capital Markets: Understand from a high level perspective what an Equity Capital Markets’ firm is as well as what the role/job is of a Equity Capital Markets Financial Analyst, including the pros and cons.

  • Hedge Fund: Understand from a high level perspective what a Hedge Fund is as well as what the role/job is of a Hedge Fund Financial Analyst, including the pros and cons.

  • Equity Sales: Understand from a high level perspective what an Equity Sales’ firm is as well as what the role/job is of an Equity Sales Financial Analyst, including the pros and cons.

  • Tech / Artificial Intelligence: Understand from a high level perspective what a Tech / Artificial Intelligence’s firm is as well as what the role/job is of a Tech / Artificial Intelligence Financial Analyst, including the pros and cons.

  • Learn what finance role you are most passionate about pursuing.

This course is based on my real life practical experience starting hedge funds, venture capital firms, working on Wall Street, starting finance companies and much more.

Thanks, 
Chris

Bạn sẽ học được gì

22+ hour complete financial analyst course!

#1 Best Selling Investing Course on Udemy!

How to pick stocks.

Become an expert in Excel for financial analysts (no prior Excel knowledge is required).

How to manage a portfolio.

How an IPO works.

How to build financial models.

How to get hired and promoted as a financial analyst.

How risk management works.

How to use technical analysis.

How to value companies.

Use and create Excel based templates developed by Chris to help you create financial statements from scratch (meaning income statements, balance sheets, cash flow statements and more).

Use and create Excel based templates developed by Chris to help you value companies using several different valuation methodologies, including P/E, P/R and Discounted Cash Flow (DCF).

Use and create Excel based templates developed by Chris to help you manage a portfolio.

How Monetary Policy works.

How Fiscal Policy works.

How interest rates are changed and why this is crucial to understand for successful financial analysts.

How to pitch long and short ideas to portfolio managers.

How to find great venture capital investment ideas.

How to come up with mutual fund investment ideas (longs - meaning buys) using an easy to understand top down and bottoms up research process.

How to come up with hedge fund investment ideas (longs and shorts) using an easy to understand top down and bottoms up research process.

Identify crucial catalysts (timed events) in order to know when the optimal time is to buy or short a stock.

Understand how investment banks (the 'Sell Side') can help you be more successful in a hedge fund or mutual fund career.

Analyze and understand an income statement (even if you have no experience with income statements).

Analyze and understand a balance sheet (even if you have no experience with balance sheets).

Analyze and understand a cash flow statement (even if you have no experience with cash flow statements).

Understand and use modeling best practices so you can create financial models.

Know where to get data in order to build a financial model (in depth understanding of identifying and using/navigating the best free websites and sources to build your financial model)!

Create a financial model (projecting the future) for an income statement.

Other valuation methodologies, including EV/Sales, EV/EBITDA, P/B, EV/FCF, etc.

Create a financial model (projecting the future) for a balance sheet.

Create a financial model (projecting the future) for a cash flow statement.

Understand valuation best practices so you can create target prices based on your financial models.

How to use Discounted Cash Flow (DCF) and how to create the Weighted Average Cost of Capital and Terminal values in order to pick target prices.

How to use P/E in order to pick target prices.

How to use P/R in order to pick target prices.

Come up with a target price based on an average of several different valuation methodologies.

Learn about 14 different Financial Analyst jobs and how they overlap and work together (including Investment Banking, Venture Capital, Private Equity, Private Wealth Management etc.).

Investment Banking: Understand from a high level perspective what an Investment Bank is as well as what the role/job is of an Investment Banking Financial Analyst, including the pros and cons.

Venture Capital: Understand from a high level perspective what a Venture Capital firm is as well as what the role/job is of a Venture Capital Financial Analyst, including the pros and cons.

Private Equity: Understand from a high level perspective what a Private Equity firm is as well as what the role/job is of a Private Equity Financial Analyst, including the pros and cons.

Private Wealth Management: Understand from a high level perspective what a Private Wealth Management firm is as well as what the role/job is of a Private Wealth Management Financial Analyst, including the pros and cons.

Sell Side Research Analyst: Understand from a high level perspective what a Sell Side Research Analyst’s firm is as well as what the role/job is of a Sell Side Research Financial Analyst, including the pros and cons.

Sales Trader: Understand from a high level perspective what a Sales Trader’s firm is as well as what the role/job is of a Sales Trader Financial Analyst, including the pros and cons.

Buy Side Trader: Understand from a high level perspective what a Buy Side Trader’s firm is as well as what the role/job is of a Buy Side Trader Financial Analyst, including the pros and cons.

Mutual Fund: Understand from a high level perspective what a Mutual Fund is as well as what the role/job is of a Mutual Fund Financial Analyst, including the pros and cons.

Sell Side Trader: Understand from a high level perspective what a Sell Side Trader’s firm is as well as what the role/job is of a Sell Side Trader Financial Analyst, including the pros and cons.

Large Non Finance Company: Understand from a high level perspective what a Large Non Finance Company firm is as well as what the role/job is of a Large Non Finance Company Financial Analyst, including the pros and cons.

Equity Capital Markets: Understand from a high level perspective what an Equity Capital Markets’ firm is as well as what the role/job is of a Equity Capital Markets Financial Analyst, including the pros and cons.

Hedge Fund: Understand from a high level perspective what a Hedge Fund is as well as what the role/job is of a Hedge Fund Financial Analyst, including the pros and cons.

Equity Sales: Understand from a high level perspective what an Equity Sales’ firm is as well as what the role/job is of an Equity Sales Financial Analyst, including the pros and cons.

Tech / Artificial Intelligence: Understand from a high level perspective what a Tech / Artificial Intelligence’s firm is as well as what the role/job is of a Tech / Artificial Intelligence Financial Analyst, including the pros and cons.

Learn what finance role you are most passionate about pursuing.

Yêu cầu

  • Anyone can take this course (no prior knowledge of finance or Excel is required)! I recommend having the latest version of Excel if you want to complete all of the Excel exercises (the Windows and Mac versions of Excel both work with all downloadable files in this course).

Nội dung khoá học

54 sections

Course Introduction & How to Take this Course

8 lectures
Thank You Message from Chris
00:02
Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets
01:18
Introduction and How to Take this Course
14:22
How to Ask me Questions Live on my Weekly Webcast (Includes Zoom)
00:11
Quick Access Index of Topics in this Course
00:18
Overview of Different Financial Analyst Roles and How They Work Together
03:46
What Are the Major Differences Between the Different Financial Analyst Roles?
11:27
What Are the Pros and Cons of Working as a Financial Analyst?
03:31

Optional Exercise: Decide What Financial Analyst Role Interests You the Most

3 lectures
How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy
03:23
Optional Practice Activity:Decide What Finance Role You're Most Passionate About
00:11
Practice Activity Results Analysis
03:26

Global Macroeconomics + How the World of Finance Works + Excel Part 1/4: The IMF

6 lectures
Introduction to Global Economics (What, Why & How of this Section)
04:39
The International Monetary Fund, GDP and Why this Matters to Financial Analysts
19:05
Excel Exercise #1: Analyzing IMF GDP Data
05:33
Answers to Excel Exercise #1: Part 1 of 3 (Answers to Questions 1 through 12)
19:59
Answers to Excel Exercise #1: Part 2 of 3 (Answers to Questions 13 through 16)
19:46
Answers to Excel Exercise #1: Part 3 of 3 (Answers to Questions 17 through 20)
18:58

Global Economics & Excel Part 2/4: The World Bank and Inflation

3 lectures
The World Bank as Another Great Data Resource for Financial Analysts
02:26
Excel Exercise #2: Analyzing World Bank Inflation Data
01:03
Answers to the Excel Exercise #2
05:11

Global Econ. & Excel Part 3/4: Currencies, Monetary Policy and Interest Rates

4 lectures
How+ Why Do Interest Rates Change & Why this is Important for Financial Analysts
19:17
Understanding Currency Movements and Monetary Policy
16:56
Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics
00:45
Answers to the Excel Exercise #3
10:40

Global Econ. +Excel Part 4/4: Fiscal Policy, WTO, Monopolies, Bitcoin & More

5 lectures
Fiscal Policy and Economic Stimulation
13:46
The World Trade Organization as Another Great Resource for Financial Analysts
01:45
Monopolies & Oligopolies are the Best Investments
02:10
Quiz on Global Macroeconomics for Financial Analysts
25 questions
Side Note: Is Bitcoin the Largest Threat to National Monetary Policy Security?
04:00

Foundations & Introducing "Portfolio Management, Investment & Excel Dashboard!"

8 lectures
Finance Foundations Introduction
01:42
Quick Accounting Review and the Shark Virtual Reality IPO? : )
03:14
Attached is Your 7 Step Template for Creating Financials, Models and Valuations!
04:09
What are Growth and Value Investors and Why this is Important to Your Success
05:13
What Financial Statements & Valuation Methods Matter Most to Which Analysts?
03:54
Excel Exercise #4: Formatting the Portfolio Dashboard
01:38
Answers to Excel Exercise #4: Part 1 of 2 (Answers to Questions 1 through 5)
08:55
Answers to Excel Exercise #4: Part 2 of 2 (Answers to Questions 5 through 10)
15:06

Investment Banking Part 1: Introduction, Mergers & Acquisitions and the IPO

5 lectures
What is Investment Banking and How Does it Work?
11:47
Deliverables that Investment Bankers Create
08:35
The IPO (Initial Public Offering) and the NDSR (Non Deal Roadshow)
09:04
Introduction to Investment Banking Modeling, Mergers & Acquisitions & Valuation
19:09
Coming up with M&A (Mergers & Acquisitions) Ideas
04:45

Investment Banking Part 2: Getting Hired, Promoted, Pros & Cons and Much More

5 lectures
How to Get Promoted in Investment Banking
07:08
7 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) Jobs
19:23
How to "Manage Up" in Investment Banking and Financial Services in General
03:42
The Pros and Cons of Working in Investment Banking
04:10
Investment Banking Politics to Be Aware of
03:50

Stock Markets + Portfolio Management: Part 1: Learn by Doing Excel Exercises

4 lectures
Excel Exercise #5: Stock Market Index,Valuation, Earnings+Conditional Formatting
04:06
Answers to Excel Exercise #5: Part 1 of 3 (Answers to Questions 1 through 6)
18:49
Answers to Excel Exercise #5: Part 2 of 3 (Answers to Questions 7 through 9)
20:11
Answers to Excel Exercise #5: Part 3 of 3 (Answers to Questions 10 through 12)
13:42

Stock Markets + Portfolio Management: Part 2: Learn by Doing Excel Exercises

6 lectures
Exercise #6: Stock Sector Analysis, Risk Management, Data Feeds & Data Analysis
02:00
Answers to Excel Exercise #6: Part 1 of 4 (Answers to Questions 1 through 6)
17:24
Answers to Excel Exercise #6: Part 2 of 4 (Answers to Questions 7 through 8)
12:05
Answers to Excel Exercise #6: Part 3 of 4 (Answer to Question 9)
16:30
Answers to Excel Exercise #6: Part 4 of 4 (Answer to Question 10)
04:27
Side Note: How Accurate is the TV Show Billions?
29:18

Stock Markets + Portfolio Management: Part 3: Learn by Doing Excel Exercises

5 lectures
Exercise #7: Introduction to the INCREDIBLE Yahoo Finance "A.P.I.!"
04:14
Answers to Excel Exercise #7: Part 1 of 3 (Answers to Questions 1 and 2)
16:22
Answers to Excel Exercise #7: Part 2 of 3 (Answer to Question 3)
04:08
Answers to Excel Exercise #7: Part 3 of 3 (Answers to Questions 4 and 5)
05:12
Side Note: It Shouldn’t Be About $, But Here is What an Analyst Makes
04:52

Stock Markets + Portfolio Management: Part 4: Learn by Doing Excel Exercises

5 lectures
Excel Exercise #8: Introduction: FX Exchange, Spinners, Check-boxes and More!
02:17
Answers to Excel Exercise #8: Part 1 of 3 (Answers to Questions 1-3)
01:58
Answers to Excel Exercise #8: Part 2 of 3 (Answer to Questions 4-6)
06:32
Answers to Excel Exercise #8: Part 3 of 3 (Answers to Questions 7-10)
04:07
Side Note: How Accurate is the Wolf of Wall Street Movie?
14:37

Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 1

4 lectures
Exercise #9: Intro: VLOOKUP for Sector Drivers, Sector and Stock Risk Exposure
01:47
Answers to Excel Exercise #9: Part 1 of 3 (Answers to Questions 1 and 2)
17:51
Answers to Excel Exercise #9: Part 2 of 3 (Answers to Questions 3 through 7)
15:47
Answers to Excel Exercise #9: Part 3 of 3 (Answers to Questions 8 through 10)
05:01

Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 2

5 lectures
Exercise #10: Intro: Beta/Alpha+ More Portfolio/Risk Management Dashboard Topics
03:26
Answers to Excel Exercise #10: Part 1 of 4 (Answers to Questions 1 through 4)
17:43
Answers to Excel Exercise #10: Part 2 of 4 (Answers to Questions 5 through 8)
01:40
Answers to Excel Exercise #10: Part 3 of 4 (Answers to Questions 9 and 10)
20:09
Answers to Excel Exercise #10: Part 4 of 4 (Answers to Questions 11 through 17)
18:44

"Sell Side" Equity Research Part 1: What is it + How they Research Investments

7 lectures
What is the Sell Side and How Does it Work?
09:01
The Relationship Between the "Sell Side" and the"Buy Side"
05:27
Coming Up with Sell Side Research Ratings
06:34
How to Create a Detailed Investment Research Report (22 Page Template Attached)
09:12
Earnings Reports (What Are they and How to Write them)
07:58
How to Pitch Investments Ideas to the Buy Side (to Hedge and Mutual Funds)
02:41
Modeling for Sell Side Analysts
02:02

"Sell Side" Equity Research Part 2: Getting Promoted, Hired, Politics & More

6 lectures
How to Get Promoted in Sell Side Equity Research
04:00
7 Things You Must Do to Get Hired as a Financial Analyst in Equity Research
01:51
How to Manage Up in Equity Research
05:51
The Pros and Cons of Being an Equity Research Analyst
03:45
Equity Sell Side Research Politics to Be Aware of
02:18
A Day in the Life of a Sell Side Analyst
05:00

Surprise Compliance Emergency Lecture (Please take Compliance Very Seriously)

2 lectures
Side Note: Important Compliance Topics
03:20
Please Be Careful and Always Compliant. Thanks
03:51

Venture Capital Part 1: Introduction, Coming Up with Ideas + Beating Other VCs

5 lectures
Venture Capital Overview
12:09
How Do You Find GREAT Venture Capital Ideas?
04:05
Pitching VC Ideas to the Partner You Work For
17:48
How Do You Win Deals in Venture Capital Over Other Firms?
06:13
How to Create Financial Models in the Venture Capital Sector
05:43

Venture Capital Part 2: Getting Promoted, Hired, Pros & Cons, Politics in VC etc

7 lectures
How to Get Promoted to Partner at a VC Firm
03:29
How to Get Hired at a VC Firm
04:05
How to Manage Up at a VC Firm
02:01
Venture Capital Pros and Cons
03:40
Politics at a VC Firm
02:09
Venture Capital a Day in the Life
05:11
Side Note: 10 Meetings Best Practices
03:44

"Buy Side" Part 1: Hedge Funds & Short Positions (Opposite of Owning a Stock)

5 lectures
Hedge Funds Introduction & How Does a Short Work (Opposite of Owning a Stock)
09:12
A Day in the Life of a Hedge Fund Analyst
04:39
Pros and Cons of Working at a Hedge Fund
02:08
Other Hedge Fund Strategies (Event Driven, Computer Trading etc.)
04:48
Side Note: You Need MANY Mentors if You Want a Promotion!
02:39

"Buy Side" Part 2: Mutual Funds (Longer Term Investing, Unlike Most Hedgies)

3 lectures
Mutual Funds Introduction & How Do they Work?
06:09
A Day in the Life of a Mutual Fund Analyst
02:13
Pros and Cons of Working at a Mutual Fund
02:56

"Buy Side" Part 3: What is a Buy Side Research Process?

6 lectures
Research Process Introduction
02:37
8 Step Research Process
07:55
Completing an Investment Idea Template
05:12
Differences Between the Research Process at a Hedge Fund and at a Mutual Fun
01:23
Interviewing Management as Part of the Investment Research Process
08:24
Quiz on the Investment Research Process
3 questions

"Buy Side" Part 4: Catalysts (Meaning the Reason to Invest as Timing is Crucial)

5 lectures
What is an Investment Catalyst and Why is it Important?
01:10
Catalysts for Hedge Funds
05:17
Catalysts for Mutual Funds
04:26
Quiz on Catalysts
3 questions
Side Note: More Details on the Quarterly Earnings Call
03:54

"Buy Side" Part 5: Coming Up with Hedge Fund (Shorter-Term) Investment Ideas

5 lectures
Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas.
01:10
Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes
02:47
How to Create and Pitch Hedge Fund Long Ideas
04:58
How to Create and Pitch Hedge Fund Short Ideas + Exercise
06:38
Hedge Fund Idea Templates (Use these to impress your boss or potential boss)
00:28

Trading Technical Analysis and Trader (and Other) Financial Analyst Roles

11 lectures
Analyzing Technicals and Stop Losses
14:26
Introduction to Traders and 9 Other Financial Analyst Roles
02:32
Salestrader Financial Analyst Role (Part of an Investment Bank)
01:03
Salestrader Pros and Cons
02:09
Salestrader Day in the Life
03:26
Sell Side Trader Financial Analyst Role (Part of an Investment Bank)
05:05
Sell Side Trader Pros and Cons
01:44
Sell Side Trader Day in the Life
03:12
Buy Side Trader (@ a Hedge Fund or Mutual Fund) Financial Analyst Role Overview
02:02
Buy Side Trader Pros and Cons
02:43
Buy Side Trader Day in the Life
04:02

"Buy Side" Part 6: Coming Up with Mutual Fund (Longer Term) Investment Ideas

3 lectures
Introduction to Coming Up with Mutual Fund Long (Buy) Ideas.
01:24
How to Create and Pitch Mutual Fund Long (Buy) Ideas
10:31
Long Only Mutual Fund Template (Use this to Impress your Boss/Potential Boss)
00:09

"Buy Side" Part 7: Buy Side Interview

2 lectures
Getting Hired as a Mutual Fund Analyst: 9 GREAT Strategies
05:45
Getting Hired as a Hedge Fund Analyst
09:47

"Buy Side" Part 8: Keeping Your Boss (Portfolio Manager) Happy @ a Hedge Fund

2 lectures
How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)
03:35
Politics in Hedge Funds to Be Aware of
03:33

"Buy Side" Part 9: Keeping Your Boss (Portfolio Manager) Happy at a Mutual Fund

2 lectures
How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)
03:27
Politics in Mutual Funds to Be Aware of
01:53

"Buy Side" Part 10: Beta & Getting Promoted from Analyst to Port. M. @Hedge fund

3 lectures
What is the Role of a Hedge Fund Portfolio Manager?
15:01
How to Get Promoted from Analyst to Portfolio Manager Part 1 of 2
19:07
How to Get Promoted from Analyst to Portfolio Manager Part 2 of 2
14:17

"Buy Side" Part 11: Getting Promoted from Analyst to PM @ Mutual Fund

2 lectures
What is the Role of a Mutual Fund Portfolio Manager?
04:51
How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund
05:55

Equity Sales Financial Analyst Role (Part of an Investment Bank)

3 lectures
Equity Sales Overview
02:16
Equity Sales Pros and Cons
02:53
Equity Sales Day in the Life
05:50

Equity Capital Markets (ECM) Financial Analyst Role (Part of an Investment Bank)

3 lectures
Equity Capital Markets (ECM) Overview
01:05
Equity Capital Markets (ECM) Pros and Cons
01:58
Equity Capital Markets (ECM) Day in the Life
05:07

Computer / Artificial Intelligence Financial Analyst Role

3 lectures
Computer / Artificial Intelligence Overview
01:10
Computer / Artificial Intelligence Pros and Cons
03:29
Computer / Artificial Intelligence Day in the Life
04:11

Private Equity Financial Analyst Role

3 lectures
Private Equity Overview
01:34
Private Equity Day in the Life
03:42
Private Equity Pros and Cons....AND A SURPRISE!
03:02

Private Wealth Management

3 lectures
Private Wealth Management Overview
00:42
Private Wealth Management Pros and Cons
01:37
Private Wealth Management Day in the Life
02:42

Large Non-Finance Company Financial Analyst Role

3 lectures
Financial Analyst at a Large Non Finance Company Overview
01:19
Financial Analyst at a Large Non Finance Company Pros and Cons
01:19
Financial Analyst at a Large Non Finance Company Day in the Life
02:29

Introduction to Creating Financials, Modeling and Valuing Companies

2 lectures
Introducing Your "7 Step Financial Statement + Modeling + Valuation Template"
06:52
Step 1: Financial Modeling Best Practices
05:23

Forecasting Revenue and Case Study #1: Projecting Shark VR’s Revenue

3 lectures
Step 2: Forecasting Revenue (How to Use the Step 2 Excel Tab)
17:14
Case Study #1: Helping Shark Virtual Reality with Revenue Modeling
12:34
Answers to Case Study #1: Helping Shark Virtual Reality with Revenue Modeling
14:07

Intro to the Income Statement & Case #2: Making Shark VR’s Income Statement

6 lectures
Why is the Income Statement Important & How Can It Help You Achieve Your Goals
03:10
Income Statement Explanation
03:57
Income Statement Example and Analysis
08:46
Step 3: Income Statement (How to Use the Step 3 Excel Tab)
20:50
Case Study #2: Helping Shark Virtual Reality with the Income Statement
05:14
Answers to Case Study #2: Helping Shark Virtual Reality with Revenue Modeling
12:19

Intro to the Balance Sheet & Case #3: Making Shark VR’s Balance Sheet

6 lectures
Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals
01:12
Balance Sheet Explanation
02:04
Balance Sheet Example and Analysis
08:39
Step 4: Balance Sheet (How to Use the Step 4 Excel Tab)
07:42
Case Study #3: Helping Shark Virtual Reality with the Balance Sheet
03:08
Answer to Case Study #3: Helping Shark Virtual Reality with the Balance Sheet
06:31

Intro to the Cash Flow Statement & Case #4: Making Shark VR’s CF Statement

7 lectures
Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals
01:53
Cash Flow Statement Explanation
02:07
Cash Flow Statement Example and Analysis
06:33
Step 5: Cash Flow Statement (How to Use the Step 5 Excel Tab)
09:03
Case Study #4: Helping Shark Virtual Reality with the Cash Flow Statement
01:39
Answer to Case Study #4: Helping Shark VR with the Cash Flow Statement
01:55
Financial Statement Analysis Conclusion (How All 3 Statements Are Related)
02:18

Financial Model Data Sources and Financial Models

5 lectures
Why is Financial Modeling Important & How Can It Help You Achieve Your Goals
02:15
You Already Know How to Model! : )
01:23
Model Data Source #1 of 3: SEC.gov
07:21
Model Data Source #2 of 3: Investor Relations (Also Called "I.R.")
11:11
Model Data Source #3 of 3: Yahoo Finance
05:25

The IPO of Shark Virtual Reality Part 1 (Case #5 Modeling Shark VR)

3 lectures
THIS IS THE BIG ONE!!!!!! WOOOHOOO!!!!!
01:31
Case Study #5: The S-1 for Shark Virtual Reality
01:21
Answer to Case Study #5: The S-1 for Shark Virtual Reality
04:12

Intro to Valuation (for All Types of Investors, including Growth & Value I

3 lectures
Introduction to Valuation
01:16
More Detail on Growth Versus Value and P/E + P/R + DCF Overview
05:13
Exercise: Valuation Best Practices Quiz
3 questions

Valuation Using DCF & Case #6: Valuing Shark VR Using DCF

7 lectures
What is DCF, Why is it Important and How Does it Work?
06:17
Calculating the Terminal Value
02:42
Calculating the Weighted Average Cost of Capital (WACC)
06:16
DCF Example
07:44
Step 6: DCF Valuation (How to Use the Step 6 Excel Tab)
17:08
Case Study #6: Valuation Using DCF for Shark Virtual Reality
00:24
Answer to Case Study #6: Valuation Using DCF for Shark Virtual Reality
02:41

Valuation Using Price/Revenue (P/R) & Case #7: Valuing Shark VR Using P/R

5 lectures
What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio?
01:59
Price to Revenue Example
01:44
Step 7: Other Valuations (How to Use the Step 7 Excel Tab)
08:33
Case Study #7: Valuation Using P/R for Shark Virtual Reality
03:06
Answer to Case Study #7: Valuation Using P/R for Shark Virtual Reality
01:39

Valuation Using P/E, Other Ways to Value Firms & Case #8: Valuing S

4 lectures
Introduction to P/E and Why it Matters
02:46
Case Study #8: Valuation Using P/E for Shark Virtual Reality
01:10
Answer to Case Study #8: Valuation Using P/E for Shark Virtual Reality
01:04
Additional Valuation Methodologies
01:44

The IPO of Shark Virtual Reality Part 2: Valuing Shark VR & HOW DID THE DEAL DO?

2 lectures
Discussing of the Shark Virtual Reality IPO (Continues in the Next Lecture)
14:49
...Additional Shark VR IPO Discussion and Who is this "Shark?"
09:21

How Hedge Funds & Mutual Funds Model and Value Shark VR (Case #9 and #10)

6 lectures
How Hedge Funds Create Financial Models and Target Prices
00:57
Case Study #9: Hedge Fund Valuation and Modeling of Shark Virtual Reality
01:12
Answer to Case Study #9: Hedge Fund Valuation and Modeling of Shark VR
01:34
How Mutual Funds Create Financial Models and Target Prices
02:49
Case Study #10: Mutual Fund Valuation and Modeling of Shark VR
01:17
Answer to Case Study #10: Mutual Fund Valuation and Modeling of Shark VR
01:25

Ethics & Compliance (Stay Out of Jail)

1 lectures
Compliance is CRUCIAL for all Financial Analysts
10:41

HOSTILE TAKEOVER ALERT & Course Conclusion!!! Wow...

1 lectures
WOW WHAT A FINISH! Putting it all Together!
05:48

Bonus Materials

1 lectures
Bonus Items
01:37

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