The Complete Financial Analyst Training & Investing Course

Succeed as a Financial Analyst &Investor by Award Winning MBA Prof who worked @Goldman, in Hedge Funds & Venture Capital

What you'll learn

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.

Requirements

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).

Description

#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

Overview

Section 1: Course Introduction & How to Take this Course

Lecture 1 Thank You Message from Chris

Lecture 2 Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets

Lecture 3 Introduction and How to Take this Course

Lecture 4 How to Ask me Questions Live on my Weekly Webcast (Includes Zoom)

Lecture 5 Quick Access Index of Topics in this Course

Lecture 6 Overview of Different Financial Analyst Roles and How They Work Together

Lecture 7 What Are the Major Differences Between the Different Financial Analyst Roles?

Lecture 8 What Are the Pros and Cons of Working as a Financial Analyst?

Section 2: Optional Exercise: Decide What Financial Analyst Role Interests You the Most

Lecture 9 How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy

Lecture 10 Optional Practice Activity:Decide What Finance Role You're Most Passionate About

Lecture 11 Practice Activity Results Analysis

Section 3: Global Macroeconomics + How the World of Finance Works + Excel Part 1/4: The IMF

Lecture 12 Introduction to Global Economics (What, Why & How of this Section)

Lecture 13 The International Monetary Fund, GDP and Why this Matters to Financial Analysts

Lecture 14 Excel Exercise #1: Analyzing IMF GDP Data

Lecture 15 Answers to Excel Exercise #1: Part 1 of 3 (Answers to Questions 1 through 12)

Lecture 16 Answers to Excel Exercise #1: Part 2 of 3 (Answers to Questions 13 through 16)

Lecture 17 Answers to Excel Exercise #1: Part 3 of 3 (Answers to Questions 17 through 20)

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

Lecture 18 The World Bank as Another Great Data Resource for Financial Analysts

Lecture 19 Excel Exercise #2: Analyzing World Bank Inflation Data

Lecture 20 Answers to the Excel Exercise #2

Section 5: Global Econ. & Excel Part 3/4: Currencies, Monetary Policy and Interest Rates

Lecture 21 How+ Why Do Interest Rates Change & Why this is Important for Financial Analysts

Lecture 22 Understanding Currency Movements and Monetary Policy

Lecture 23 Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics

Lecture 24 Answers to the Excel Exercise #3

Section 6: Global Econ. +Excel Part 4/4: Fiscal Policy, WTO, Monopolies, Bitcoin & More

Lecture 25 Fiscal Policy and Economic Stimulation

Lecture 26 The World Trade Organization as Another Great Resource for Financial Analysts

Lecture 27 Monopolies & Oligopolies are the Best Investments

Lecture 28 Side Note: Is Bitcoin the Largest Threat to National Monetary Policy Security?

Section 7: Foundations & Introducing "Portfolio Management, Investment & Excel Dashboard!"

Lecture 29 Finance Foundations Introduction

Lecture 30 Quick Accounting Review and the Shark Virtual Reality IPO? : )

Lecture 31 Attached is Your 7 Step Template for Creating Financials, Models and Valuations!

Lecture 32 What are Growth and Value Investors and Why this is Important to Your Success

Lecture 33 What Financial Statements & Valuation Methods Matter Most to Which Analysts?

Lecture 34 Excel Exercise #4: Formatting the Portfolio Dashboard

Lecture 35 Answers to Excel Exercise #4: Part 1 of 2 (Answers to Questions 1 through 5)

Lecture 36 Answers to Excel Exercise #4: Part 2 of 2 (Answers to Questions 5 through 10)

Section 8: Investment Banking Part 1: Introduction, Mergers & Acquisitions and the IPO

Lecture 37 What is Investment Banking and How Does it Work?

Lecture 38 Deliverables that Investment Bankers Create

Lecture 39 The IPO (Initial Public Offering) and the NDSR (Non Deal Roadshow)

Lecture 40 Introduction to Investment Banking Modeling, Mergers & Acquisitions & Valuation

Lecture 41 Coming up with M&A (Mergers & Acquisitions) Ideas

Section 9: Investment Banking Part 2: Getting Hired, Promoted, Pros & Cons and Much More

Lecture 42 How to Get Promoted in Investment Banking

Lecture 43 7 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) Jobs

Lecture 44 How to "Manage Up" in Investment Banking and Financial Services in General

Lecture 45 The Pros and Cons of Working in Investment Banking

Lecture 46 Investment Banking Politics to Be Aware of

Section 10: Stock Markets + Portfolio Management: Part 1: Learn by Doing Excel Exercises

Lecture 47 Excel Exercise #5: Stock Market Index,Valuation, Earnings+Conditional Formatting

Lecture 48 Answers to Excel Exercise #5: Part 1 of 3 (Answers to Questions 1 through 6)

Lecture 49 Answers to Excel Exercise #5: Part 2 of 3 (Answers to Questions 7 through 9)

Lecture 50 Answers to Excel Exercise #5: Part 3 of 3 (Answers to Questions 10 through 12)

Section 11: Stock Markets + Portfolio Management: Part 2: Learn by Doing Excel Exercises

Lecture 51 Exercise #6: Stock Sector Analysis, Risk Management, Data Feeds & Data Analysis

Lecture 52 Answers to Excel Exercise #6: Part 1 of 4 (Answers to Questions 1 through 6)

Lecture 53 Answers to Excel Exercise #6: Part 2 of 4 (Answers to Questions 7 through 8)

Lecture 54 Answers to Excel Exercise #6: Part 3 of 4 (Answer to Question 9)

Lecture 55 Answers to Excel Exercise #6: Part 4 of 4 (Answer to Question 10)

Lecture 56 Side Note: How Accurate is the TV Show Billions?

Section 12: Stock Markets + Portfolio Management: Part 3: Learn by Doing Excel Exercises

Lecture 57 Exercise #7: Introduction to the INCREDIBLE Yahoo Finance "A.P.I.!"

Lecture 58 Answers to Excel Exercise #7: Part 1 of 3 (Answers to Questions 1 and 2)

Lecture 59 Answers to Excel Exercise #7: Part 2 of 3 (Answer to Question 3)

Lecture 60 Answers to Excel Exercise #7: Part 3 of 3 (Answers to Questions 4 and 5)

Lecture 61 Side Note: It Shouldn’t Be About $, But Here is What an Analyst Makes

Section 13: Stock Markets + Portfolio Management: Part 4: Learn by Doing Excel Exercises

Lecture 62 Excel Exercise #8: Introduction: FX Exchange, Spinners, Check-boxes and More!

Lecture 63 Answers to Excel Exercise #8: Part 1 of 3 (Answers to Questions 1-3)

Lecture 64 Answers to Excel Exercise #8: Part 2 of 3 (Answer to Questions 4-6)

Lecture 65 Answers to Excel Exercise #8: Part 3 of 3 (Answers to Questions 7-10)

Lecture 66 Side Note: How Accurate is the Wolf of Wall Street Movie?

Section 14: Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 1

Lecture 67 Exercise #9: Intro: VLOOKUP for Sector Drivers, Sector and Stock Risk Exposure

Lecture 68 Answers to Excel Exercise #9: Part 1 of 3 (Answers to Questions 1 and 2)

Lecture 69 Answers to Excel Exercise #9: Part 2 of 3 (Answers to Questions 3 through 7)

Lecture 70 Answers to Excel Exercise #9: Part 3 of 3 (Answers to Questions 8 through 10)

Section 15: Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 2

Lecture 71 Exercise #10: Intro: Beta/Alpha+ More Portfolio/Risk Management Dashboard Topics

Lecture 72 Answers to Excel Exercise #10: Part 1 of 4 (Answers to Questions 1 through 4)

Lecture 73 Answers to Excel Exercise #10: Part 2 of 4 (Answers to Questions 5 through 8)

Lecture 74 Answers to Excel Exercise #10: Part 3 of 4 (Answers to Questions 9 and 10)

Lecture 75 Answers to Excel Exercise #10: Part 4 of 4 (Answers to Questions 11 through 17)

Section 16: "Sell Side" Equity Research Part 1: What is it + How they Research Investments

Lecture 76 What is the Sell Side and How Does it Work?

Lecture 77 The Relationship Between the "Sell Side" and the"Buy Side"

Lecture 78 Coming Up with Sell Side Research Ratings

Lecture 79 How to Create a Detailed Investment Research Report (22 Page Template Attached)

Lecture 80 Earnings Reports (What Are they and How to Write them)

Lecture 81 How to Pitch Investments Ideas to the Buy Side (to Hedge and Mutual Funds)

Lecture 82 Modeling for Sell Side Analysts

Section 17: "Sell Side" Equity Research Part 2: Getting Promoted, Hired, Politics & More

Lecture 83 How to Get Promoted in Sell Side Equity Research

Lecture 84 7 Things You Must Do to Get Hired as a Financial Analyst in Equity Research

Lecture 85 How to Manage Up in Equity Research

Lecture 86 The Pros and Cons of Being an Equity Research Analyst

Lecture 87 Equity Sell Side Research Politics to Be Aware of

Lecture 88 A Day in the Life of a Sell Side Analyst

Section 18: Surprise Compliance Emergency Lecture (Please take Compliance Very Seriously)

Lecture 89 Side Note: Important Compliance Topics

Lecture 90 Please Be Careful and Always Compliant. Thanks

Section 19: Venture Capital Part 1: Introduction, Coming Up with Ideas + Beating Other VCs

Lecture 91 Venture Capital Overview

Lecture 92 How Do You Find GREAT Venture Capital Ideas?

Lecture 93 Pitching VC Ideas to the Partner You Work For

Lecture 94 How Do You Win Deals in Venture Capital Over Other Firms?

Lecture 95 How to Create Financial Models in the Venture Capital Sector

Section 20: Venture Capital Part 2: Getting Promoted, Hired, Pros & Cons, Politics in VC etc

Lecture 96 How to Get Promoted to Partner at a VC Firm

Lecture 97 How to Get Hired at a VC Firm

Lecture 98 How to Manage Up at a VC Firm

Lecture 99 Venture Capital Pros and Cons

Lecture 100 Politics at a VC Firm

Lecture 101 Venture Capital a Day in the Life

Lecture 102 Side Note: 10 Meetings Best Practices

Section 21: "Buy Side" Part 1: Hedge Funds & Short Positions (Opposite of Owning a Stock)

Lecture 103 Hedge Funds Introduction & How Does a Short Work (Opposite of Owning a Stock)

Lecture 104 A Day in the Life of a Hedge Fund Analyst

Lecture 105 Pros and Cons of Working at a Hedge Fund

Lecture 106 Other Hedge Fund Strategies (Event Driven, Computer Trading etc.)

Lecture 107 Side Note: You Need MANY Mentors if You Want a Promotion!

Section 22: "Buy Side" Part 2: Mutual Funds (Longer Term Investing, Unlike Most Hedgies)

Lecture 108 Mutual Funds Introduction & How Do they Work?

Lecture 109 A Day in the Life of a Mutual Fund Analyst

Lecture 110 Pros and Cons of Working at a Mutual Fund

Section 23: "Buy Side" Part 3: What is a Buy Side Research Process?

Lecture 111 Research Process Introduction

Lecture 112 8 Step Research Process

Lecture 113 Completing an Investment Idea Template

Lecture 114 Differences Between the Research Process at a Hedge Fund and at a Mutual Fun

Lecture 115 Interviewing Management as Part of the Investment Research Process

Section 24: "Buy Side" Part 4: Catalysts (Meaning the Reason to Invest as Timing is Crucial)

Lecture 116 What is an Investment Catalyst and Why is it Important?

Lecture 117 Catalysts for Hedge Funds

Lecture 118 Catalysts for Mutual Funds

Lecture 119 Side Note: More Details on the Quarterly Earnings Call

Section 25: "Buy Side" Part 5: Coming Up with Hedge Fund (Shorter-Term) Investment Ideas

Lecture 120 Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas.

Lecture 121 Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes

Lecture 122 How to Create and Pitch Hedge Fund Long Ideas

Lecture 123 How to Create and Pitch Hedge Fund Short Ideas + Exercise

Lecture 124 Hedge Fund Idea Templates (Use these to impress your boss or potential boss)

Section 26: Trading Technical Analysis and Trader (and Other) Financial Analyst Roles

Lecture 125 Analyzing Technicals and Stop Losses

Lecture 126 Introduction to Traders and 9 Other Financial Analyst Roles

Lecture 127 Salestrader Financial Analyst Role (Part of an Investment Bank)

Lecture 128 Salestrader Pros and Cons

Lecture 129 Salestrader Day in the Life

Lecture 130 Sell Side Trader Financial Analyst Role (Part of an Investment Bank)

Lecture 131 Sell Side Trader Pros and Cons

Lecture 132 Sell Side Trader Day in the Life

Lecture 133 Buy Side Trader (@ a Hedge Fund or Mutual Fund) Financial Analyst Role Overview

Lecture 134 Buy Side Trader Pros and Cons

Lecture 135 Buy Side Trader Day in the Life

Section 27: "Buy Side" Part 6: Coming Up with Mutual Fund (Longer Term) Investment Ideas

Lecture 136 Introduction to Coming Up with Mutual Fund Long (Buy) Ideas.

Lecture 137 How to Create and Pitch Mutual Fund Long (Buy) Ideas

Lecture 138 Long Only Mutual Fund Template (Use this to Impress your Boss/Potential Boss)

Section 28: "Buy Side" Part 7: Buy Side Interview

Lecture 139 Getting Hired as a Mutual Fund Analyst: 9 GREAT Strategies

Lecture 140 Getting Hired as a Hedge Fund Analyst

Section 29: "Buy Side" Part 8: Keeping Your Boss (Portfolio Manager) Happy @ a Hedge Fund

Lecture 141 How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)

Lecture 142 Politics in Hedge Funds to Be Aware of

Section 30: "Buy Side" Part 9: Keeping Your Boss (Portfolio Manager) Happy at a Mutual Fund

Lecture 143 How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)

Lecture 144 Politics in Mutual Funds to Be Aware of

Section 31: "Buy Side" Part 10: Beta & Getting Promoted from Analyst to Port. M. @Hedge fund

Lecture 145 What is the Role of a Hedge Fund Portfolio Manager?

Lecture 146 How to Get Promoted from Analyst to Portfolio Manager Part 1 of 2

Lecture 147 How to Get Promoted from Analyst to Portfolio Manager Part 2 of 2

Section 32: "Buy Side" Part 11: Getting Promoted from Analyst to PM @ Mutual Fund

Lecture 148 What is the Role of a Mutual Fund Portfolio Manager?

Lecture 149 How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund

Section 33: Equity Sales Financial Analyst Role (Part of an Investment Bank)

Lecture 150 Equity Sales Overview

Lecture 151 Equity Sales Pros and Cons

Lecture 152 Equity Sales Day in the Life

Section 34: Equity Capital Markets (ECM) Financial Analyst Role (Part of an Investment Bank)

Lecture 153 Equity Capital Markets (ECM) Overview

Lecture 154 Equity Capital Markets (ECM) Pros and Cons

Lecture 155 Equity Capital Markets (ECM) Day in the Life

Section 35: Computer / Artificial Intelligence Financial Analyst Role

Lecture 156 Computer / Artificial Intelligence Overview

Lecture 157 Computer / Artificial Intelligence Pros and Cons

Lecture 158 Computer / Artificial Intelligence Day in the Life

Section 36: Private Equity Financial Analyst Role

Lecture 159 Private Equity Overview

Lecture 160 Private Equity Day in the Life

Lecture 161 Private Equity Pros and Cons….AND A SURPRISE!

Section 37: Private Wealth Management

Lecture 162 Private Wealth Management Overview

Lecture 163 Private Wealth Management Pros and Cons

Lecture 164 Private Wealth Management Day in the Life

Section 38: Large Non-Finance Company Financial Analyst Role

Lecture 165 Financial Analyst at a Large Non Finance Company Overview

Lecture 166 Financial Analyst at a Large Non Finance Company Pros and Cons

Lecture 167 Financial Analyst at a Large Non Finance Company Day in the Life

Section 39: Introduction to Creating Financials, Modeling and Valuing Companies

Lecture 168 Introducing Your "7 Step Financial Statement + Modeling + Valuation Template"

Lecture 169 Step 1: Financial Modeling Best Practices

Section 40: Forecasting Revenue and Case Study #1: Projecting Shark VR’s Revenue

Lecture 170 Step 2: Forecasting Revenue (How to Use the Step 2 Excel Tab)

Lecture 171 Case Study #1: Helping Shark Virtual Reality with Revenue Modeling

Lecture 172 Answers to Case Study #1: Helping Shark Virtual Reality with Revenue Modeling

Section 41: Intro to the Income Statement & Case #2: Making Shark VR’s Income Statement

Lecture 173 Why is the Income Statement Important & How Can It Help You Achieve Your Goals

Lecture 174 Income Statement Explanation

Lecture 175 Income Statement Example and Analysis

Lecture 176 Step 3: Income Statement (How to Use the Step 3 Excel Tab)

Lecture 177 Case Study #2: Helping Shark Virtual Reality with the Income Statement

Lecture 178 Answers to Case Study #2: Helping Shark Virtual Reality with Revenue Modeling

Section 42: Intro to the Balance Sheet & Case #3: Making Shark VR’s Balance Sheet

Lecture 179 Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals

Lecture 180 Balance Sheet Explanation

Lecture 181 Balance Sheet Example and Analysis

Lecture 182 Step 4: Balance Sheet (How to Use the Step 4 Excel Tab)

Lecture 183 Case Study #3: Helping Shark Virtual Reality with the Balance Sheet

Lecture 184 Answer to Case Study #3: Helping Shark Virtual Reality with the Balance Sheet

Section 43: Intro to the Cash Flow Statement & Case #4: Making Shark VR’s CF Statement

Lecture 185 Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals

Lecture 186 Cash Flow Statement Explanation

Lecture 187 Cash Flow Statement Example and Analysis

Lecture 188 Step 5: Cash Flow Statement (How to Use the Step 5 Excel Tab)

Lecture 189 Case Study #4: Helping Shark Virtual Reality with the Cash Flow Statement

Lecture 190 Answer to Case Study #4: Helping Shark VR with the Cash Flow Statement

Lecture 191 Financial Statement Analysis Conclusion (How All 3 Statements Are Related)

Section 44: Financial Model Data Sources and Financial Models

Lecture 192 Why is Financial Modeling Important & How Can It Help You Achieve Your Goals

Lecture 193 You Already Know How to Model! : )

Lecture 194 Model Data Source #1 of 3: SEC.gov

Lecture 195 Model Data Source #2 of 3: Investor Relations (Also Called "I.R.")

Lecture 196 Model Data Source #3 of 3: Yahoo Finance

Section 45: The IPO of Shark Virtual Reality Part 1 (Case #5 Modeling Shark VR)

Lecture 197 THIS IS THE BIG ONE!!!!!! WOOOHOOO!!!!!

Lecture 198 Case Study #5: The S-1 for Shark Virtual Reality

Lecture 199 Answer to Case Study #5: The S-1 for Shark Virtual Reality

Section 46: Intro to Valuation (for All Types of Investors, including Growth & Value I

Lecture 200 Introduction to Valuation

Lecture 201 More Detail on Growth Versus Value and P/E + P/R + DCF Overview

Section 47: Valuation Using DCF & Case #6: Valuing Shark VR Using DCF

Lecture 202 What is DCF, Why is it Important and How Does it Work?

Lecture 203 Calculating the Terminal Value

Lecture 204 Calculating the Weighted Average Cost of Capital (WACC)

Lecture 205 DCF Example

Lecture 206 Step 6: DCF Valuation (How to Use the Step 6 Excel Tab)

Lecture 207 Case Study #6: Valuation Using DCF for Shark Virtual Reality

Lecture 208 Answer to Case Study #6: Valuation Using DCF for Shark Virtual Reality

Section 48: Valuation Using Price/Revenue (P/R) & Case #7: Valuing Shark VR Using P/R

Lecture 209 What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio?

Lecture 210 Price to Revenue Example

Lecture 211 Step 7: Other Valuations (How to Use the Step 7 Excel Tab)

Lecture 212 Case Study #7: Valuation Using P/R for Shark Virtual Reality

Lecture 213 Answer to Case Study #7: Valuation Using P/R for Shark Virtual Reality

Section 49: Valuation Using P/E, Other Ways to Value Firms & Case #8: Valuing S

Lecture 214 Introduction to P/E and Why it Matters

Lecture 215 Case Study #8: Valuation Using P/E for Shark Virtual Reality

Lecture 216 Answer to Case Study #8: Valuation Using P/E for Shark Virtual Reality

Lecture 217 Additional Valuation Methodologies

Section 50: The IPO of Shark Virtual Reality Part 2: Valuing Shark VR & HOW DID THE DEAL DO?

Lecture 218 Discussing of the Shark Virtual Reality IPO (Continues in the Next Lecture)

Lecture 219 …Additional Shark VR IPO Discussion and Who is this "Shark?"

Section 51: How Hedge Funds & Mutual Funds Model and Value Shark VR (Case #9 and #10)

Lecture 220 How Hedge Funds Create Financial Models and Target Prices

Lecture 221 Case Study #9: Hedge Fund Valuation and Modeling of Shark Virtual Reality

Lecture 222 Answer to Case Study #9: Hedge Fund Valuation and Modeling of Shark VR

Lecture 223 How Mutual Funds Create Financial Models and Target Prices

Lecture 224 Case Study #10: Mutual Fund Valuation and Modeling of Shark VR

Lecture 225 Answer to Case Study #10: Mutual Fund Valuation and Modeling of Shark VR

Section 52: Ethics & Compliance (Stay Out of Jail)

Lecture 226 Compliance is CRUCIAL for all Financial Analysts

Section 53: HOSTILE TAKEOVER ALERT & Course Conclusion!!! Wow…

Lecture 227 WOW WHAT A FINISH! Putting it all Together!

Section 54: Bonus Materials

Lecture 228 Bonus Items

Anyone that wants to be a financial analyst at any type of finance firm for any type of finance role (including investment banking, venture capital, equity research, hedge funds, mutual funds, trading, private equity, equity capital markets, private wealth management and many other roles..we discuss 14 finance roles in this comprehensive course).,Anyone interested in becoming a better investor, stock picker, portfolio manager, analyst and much more.