Financial Analyst and Investor Course: Financial Analyst & Investor Course

Financial Analyst and Investor Course: Financial Analyst & Investor Course

BEST SELLER 214 Lectures 22h 22m 23s

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Curriculum For This Course

4 lectures 29m 22s
  • 1. Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets
    1m 19s
  • 2. Introduction and How to Take this Course
    13m 3s
  • 3. What Are the Major Differences Between the Different Financial Analyst Roles?
    11m 28s
  • 4. What Are the Pros and Cons of Working as a Financial Analyst?
    3m 32s

2 lectures 6m 49s
  • 1. How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy
    3m 23s
  • 2. Practice Activity Results Analysis
    3m 26s

6 lectures 1h 13m 46s
  • 1. Introduction to Global Economics (What, Why & How of this Section)
    4m 39s
  • 2. The International Monetary Fund, GDP and Why this Matters to Financial Analysts
    4m 50s
  • 3. Excel Exercise #1: Analyzing IMF GDP Data
    5m 33s
  • 4. Answers to Excel Exercise #1: Part 1 of 3 (Answers to Questions 1 through 12)
    20m
  • 5. Answers to Excel Exercise #1: Part 2 of 3 (Answers to Questions 13 through 16)
    19m 46s
  • 6. Answers to Excel Exercise #1: Part 3 of 3 (Answers to Questions 17 through 20)
    18m 58s

3 lectures 8m 40s
  • 1. The World Bank as Another Great Data Resource for Financial Analysts
    2m 26s
  • 2. Excel Exercise #2: Analyzing World Bank Inflation Data
    1m 3s
  • 3. Answers to the Excel Exercise #2
    5m 11s

4 lectures 47m 39s
  • 1. How+ Why Do Interest Rates Change & Why this is Important for Financial Analysts
    19m 17s
  • 2. Understanding Currency Movements and Monetary Policy
    16m 56s
  • 3. Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics
    46s
  • 4. Answers to the Excel Exercise #3
    10m 40s

4 lectures 21m 41s
  • 1. Fiscal Policy and Economic Stimulation
    13m 46s
  • 2. The World Trade Organization as Another Great Resource for Financial Analysts
    1m 45s
  • 3. Monopolies & Oligopolies are the Best Investments
    2m 10s
  • 4. Side Note: Is Bitcoin the Largest Threat to National Monetary Policy Security?
    4m

8 lectures 42m 19s
  • 1. Finance Foundations Introduction
    1m 42s
  • 2. Quick Accounting Review and the Shark Virtual Reality IPO? : )
    1m 40s
  • 3. Attached is Your 7 Step Template for Creating Financials, Models and Valuations!
    4m 9s
  • 4. What are Growth and Value Investors and Why this is Important to Your Success
    5m 14s
  • 5. What Financial Statements & Valuation Methods Matter Most to Which Analysts?
    3m 55s
  • 6. Excel Exercise #4: Formatting the Portfolio Dashboard
    1m 38s
  • 7. Answers to Excel Exercise #4: Part 1 of 2 (Answers to Questions 1 through 5)
    8m 55s
  • 8. Answers to Excel Exercise #4: Part 2 of 2 (Answers to Questions 5 through 10)
    15m 6s

5 lectures 53m 21s
  • 1. What is Investment Banking and How Does it Work?
    11m 47s
  • 2. Deliverables that Investment Bankers Create
    8m 35s
  • 3. The IPO (Initial Public Offering) and the NDSR (Non Deal Roadshow)
    9m 4s
  • 4. Introduction to Investment Banking Modeling, Mergers & Acquisitions & Valuation
    19m 10s
  • 5. Coming up with M&A (Mergers & Acquisitions) Ideas
    4m 45s

5 lectures 38m 15s
  • 1. How to Get Promoted in Investment Banking
    7m 8s
  • 2. 7 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) Jobs
    19m 23s
  • 3. How to "Manage Up" in Investment Banking and Financial Services in General
    3m 42s
  • 4. The Pros and Cons of Working in Investment Banking
    4m 11s
  • 5. Investment Banking Politics to Be Aware of
    3m 51s

4 lectures 56m 48s
  • 1. Excel Exercise #5: Stock Market Index,Valuation, Earnings+Conditional Formatting
    4m 6s
  • 2. Answers to Excel Exercise #5: Part 1 of 3 (Answers to Questions 1 through 6)
    18m 49s
  • 3. Answers to Excel Exercise #5: Part 2 of 3 (Answers to Questions 7 through 9)
    20m 11s
  • 4. Answers to Excel Exercise #5: Part 3 of 3 (Answers to Questions 10 through 12)
    13m 42s

5 lectures 52m 27s
  • 1. Exercise #6: Stock Sector Analysis, Risk Management, Data Feeds & Data Analysis
    2m
  • 2. Answers to Excel Exercise #6: Part 1 of 4 (Answers to Questions 1 through 6)
    17m 25s
  • 3. Answers to Excel Exercise #6: Part 2 of 4 (Answers to Questions 7 through 8)
    12m 5s
  • 4. Answers to Excel Exercise #6: Part 3 of 4 (Answer to Question 9)
    16m 30s
  • 5. Answers to Excel Exercise #6: Part 4 of 4 (Answer to Question 10)
    4m 27s

5 lectures 44m 42s
  • 1. Exercise #7: Introduction to the INCREDIBLE Yahoo Finance "A.P.I.!"
    4m 15s
  • 2. Answers to Excel Exercise #7: Part 1 of 3 (Answers to Questions 1 and 2)
    16m 44s
  • 3. Answers to Excel Exercise #7: Part 2 of 3 (Answer to Question 3)
    12m 39s
  • 4. Answers to Excel Exercise #7: Part 3 of 3 (Answers to Questions 4 and 5)
    6m 12s
  • 5. Side Note: It Shouldn't Be About $, But Here is What an Analyst Makes
    4m 52s

4 lectures 32m 34s
  • 1. Excel Exercise #8: Introduction: FX Exchange, Spinners, Check-boxes and More!
    2m 17s
  • 2. Answers to Excel Exercise #8: Part 1 of 3 (Answers to Questions 1 through 7)
    9m 40s
  • 3. Answers to Excel Exercise #8: Part 2 of 3 (Answer to Question 8)
    6m 6s
  • 4. Answers to Excel Exercise #8: Part 3 of 3 (Answers to Questions 9 and 10)
    14m 31s

4 lectures 40m 27s
  • 1. Exercise #9: Intro: VLOOKUP for Sector Drivers, Sector and Stock Risk Exposure
    1m 47s
  • 2. Answers to Excel Exercise #9: Part 1 of 3 (Answers to Questions 1 and 2)
    17m 51s
  • 3. Answers to Excel Exercise #9: Part 2 of 3 (Answers to Questions 3 through 7)
    15m 48s
  • 4. Answers to Excel Exercise #9: Part 3 of 3 (Answers to Questions 8 through 10)
    5m 1s

5 lectures 1h 15m 16s
  • 1. Exercise #10: Intro: Beta/Alpha+ More Portfolio/Risk Management Dashboard Topics
    3m 34s
  • 2. Answers to Excel Exercise #10: Part 1 of 4 (Answers to Questions 1 through 5)
    18m 21s
  • 3. Answers to Excel Exercise #10: Part 2 of 4 (Answers to Questions 6 through 8)
    14m 19s
  • 4. Answers to Excel Exercise #10: Part 3 of 4 (Answers to Questions 9 and 10)
    20m 18s
  • 5. Answers to Excel Exercise #10: Part 4 of 4 (Answers to Questions 11 through 17)
    18m 44s

7 lectures 42m 57s
  • 1. What is the Sell Side and How Does it Work?
    9m 1s
  • 2. The Relationship Between the "Sell Side" and the"Buy Side"
    5m 27s
  • 3. Coming Up with Sell Side Research Ratings
    6m 34s
  • 4. How to Create a Detailed Investment Research Report (22 Page Template Attached)
    9m 13s
  • 5. Earnings Reports (What Are they and How to Write them)
    7m 58s
  • 6. How to Pitch Investments Ideas to the Buy Side (to Hedge and Mutual Funds)
    2m 42s
  • 7. Modeling for Sell Side Analysts
    2m 2s

6 lectures 22m 47s
  • 1. How to Get Promoted in Sell Side Equity Research
    4m
  • 2. 7 Things You Must Do to Get Hired as a Financial Analyst in Equity Research
    1m 52s
  • 3. How to Manage Up in Equity Research
    5m 51s
  • 4. The Pros and Cons of Being an Equity Research Analyst
    3m 45s
  • 5. Equity Sell Side Research Politics to Be Aware of
    2m 18s
  • 6. A Day in the Life of a Sell Side Analyst
    5m 1s

2 lectures 7m 11s
  • 1. Side Note: Important Compliance Topics
    3m 20s
  • 2. Please Be Careful and Always Compliant
    3m 51s

5 lectures 45m 32s
  • 1. Venture Capital Overview
    11m 43s
  • 2. How Do You Find GREAT Venture Capital Ideas?
    4m 5s
  • 3. Pitching VC Ideas to the Partner You Work For
    17m 48s
  • 4. How Do You Win Deals in Venture Capital Over Other Firms?
    6m 13s
  • 5. How to Create Financial Models in the Venture Capital Sector
    5m 43s

7 lectures 24m 21s
  • 1. How to Get Promoted to Partner at a VC Firm
    3m 30s
  • 2. How to Get Hired at a VC Firm
    4m 5s
  • 3. How to Manage Up at a VC Firm
    2m 1s
  • 4. Venture Capital Pros and Cons
    3m 40s
  • 5. Politics at a VC Firm
    2m 9s
  • 6. Venture Capital a Day in the Life
    5m 12s
  • 7. Side Note: 10 Meetings Best Practices
    3m 44s

5 lectures 23m 28s
  • 1. Hedge Funds Introduction & How Does a Short Work (Opposite of Owning a Stock)
    9m 12s
  • 2. A Day in the Life of a Hedge Fund Analyst
    4m 39s
  • 3. Pros and Cons of Working at a Hedge Fund
    2m 9s
  • 4. Other Hedge Fund Strategies (Event Driven, Computer Trading etc.)
    4m 49s
  • 5. Side Note: You Need MANY Mentors if You Want a Promotion!
    2m 39s

3 lectures 11m 18s
  • 1. Mutual Funds Introduction & How Do they Work?
    6m 9s
  • 2. A Day in the Life of a Mutual Fund Analyst
    2m 13s
  • 3. Pros and Cons of Working at a Mutual Fund
    2m 56s

5 lectures 25m 33s
  • 1. Research Process Introduction
    2m 37s
  • 2. 8 Step Research Process
    7m 56s
  • 3. Completing an Investment Idea Template
    5m 12s
  • 4. Differences Between the Research Process at a Hedge Fund and at a Mutual Fun
    1m 23s
  • 5. Interviewing Management as Part of the Investment Research Process
    8m 25s

4 lectures 14m 48s
  • 1. What is an Investment Catalyst and Why is it Important?
    1m 10s
  • 2. Catalysts for Hedge Funds
    5m 17s
  • 3. Catalysts for Mutual Funds
    4m 26s
  • 4. Side Note: More Details on the Quarterly Earnings Call
    3m 55s

4 lectures 18m 50s
  • 1. Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas.
    1m 11s
  • 2. Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes
    6m 3s
  • 3. How to Create and Pitch Hedge Fund Long Ideas
    4m 58s
  • 4. How to Create and Pitch Hedge Fund Short Ideas + Exercise
    6m 38s

11 lectures 42m 28s
  • 1. Analyzing Technicals and Stop Losses
    14m 26s
  • 2. Introduction to Traders and 9 Other Financial Analyst Roles
    2m 32s
  • 3. Salestrader Financial Analyst Role (Part of an Investment Bank)
    1m 4s
  • 4. Salestrader Pros and Cons
    2m 10s
  • 5. Salestrader Day in the Life
    3m 26s
  • 6. Sell Side Trader Financial Analyst Role (Part of an Investment Bank)
    5m 5s
  • 7. Sell Side Trader Pros and Cons
    1m 45s
  • 8. Sell Side Trader Day in the Life
    3m 12s
  • 9. Buy Side Trader (@ a Hedge Fund or Mutual Fund) Financial Analyst Role Overview
    2m 2s
  • 10. Buy Side Trader Pros and Cons
    2m 44s
  • 11. Buy Side Trader Day in the Life
    4m 2s

2 lectures 11m 56s
  • 1. Introduction to Coming Up with Mutual Fund Long (Buy) Ideas.
    1m 25s
  • 2. How to Create and Pitch Mutual Fund Long (Buy) Ideas
    10m 31s

2 lectures 15m 34s
  • 1. Getting Hired as a Mutual Fund Analyst: 9 GREAT Strategies
    5m 46s
  • 2. Getting Hired as a Hedge Fund Analyst
    9m 48s

2 lectures 7m 9s
  • 1. How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)
    3m 35s
  • 2. Politics in Hedge Funds to Be Aware of
    3m 34s

2 lectures 5m 22s
  • 1. How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)
    3m 28s
  • 2. Politics in Mutual Funds to Be Aware of
    1m 54s

3 lectures 31m 12s
  • 1. What is the Role of a Hedge Fund Portfolio Manager?
    15m 1s
  • 2. How to Get Promoted from Analyst to Portfolio Manager Part 1 of 2
    1m 54s
  • 3. How to Get Promoted from Analyst to Portfolio Manager Part 2 of 2
    14m 17s

2 lectures 10m 48s
  • 1. What is the Role of a Mutual Fund Portfolio Manager?
    4m 52s
  • 2. How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund
    5m 56s

3 lectures 11m
  • 1. Equity Sales Overview
    2m 17s
  • 2. Equity Sales Pros and Cons
    2m 53s
  • 3. Equity Sales Day in the Life
    5m 50s

3 lectures 8m 12s
  • 1. Equity Capital Markets (ECM) Overview
    1m 6s
  • 2. Equity Capital Markets (ECM) Pros and Cons
    1m 58s
  • 3. Equity Capital Markets (ECM) Day in the Life
    5m 8s

3 lectures 8m 51s
  • 1. Computer / Artificial Intelligence Overview
    1m 10s
  • 2. Computer / Artificial Intelligence Pros and Cons
    3m 30s
  • 3. Computer / Artificial Intelligence Day in the Life
    4m 11s

3 lectures 8m 19s
  • 1. Private Equity Overview
    1m 35s
  • 2. Private Equity Day in the Life
    3m 42s
  • 3. Private Equity Pros and Cons....AND A SURPRISE!
    3m 2s

3 lectures 5m 1s
  • 1. Private Wealth Management Overview
    42s
  • 2. Private Wealth Management Pros and Cons
    1m 37s
  • 3. Private Wealth Management Day in the Life
    2m 42s

3 lectures 5m 9s
  • 1. Financial Analyst at a Large Non Finance Company Overview
    1m 20s
  • 2. Financial Analyst at a Large Non Finance Company Pros and Cons
    1m 20s
  • 3. Financial Analyst at a Large Non Finance Company Day in the Life
    2m 29s

2 lectures 12m 15s
  • 1. Introducing Your "7 Step Financial Statement + Modeling + Valuation Template"
    6m 52s
  • 2. Step 1: Financial Modeling Best Practices
    5m 23s

3 lectures 43m 56s
  • 1. Step 2: Forecasting Revenue (How to Use the Step 2 Excel Tab)
    17m 14s
  • 2. Case Study #1: Helping Shark Virtual Reality with Revenue Modeling
    12m 34s
  • 3. Answers to Case Study #1: Helping Shark Virtual Reality with Revenue Modeling
    14m 8s

6 lectures 54m 19s
  • 1. Why is the Income Statement Important & How Can It Help You Achieve Your Goals
    3m 11s
  • 2. Income Statement Explanation
    3m 57s
  • 3. Income Statement Example and Analysis
    8m 47s
  • 4. Step 3: Income Statement (How to Use the Step 3 Excel Tab)
    20m 51s
  • 5. Case Study #2: Helping Shark Virtual Reality with the Income Statement
    5m 14s
  • 6. Answers to Case Study #2: Helping Shark Virtual Reality with Revenue Modeling
    12m 19s

6 lectures 29m 16s
  • 1. Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals
    1m 12s
  • 2. Balance Sheet Explanation
    2m 4s
  • 3. Balance Sheet Example and Analysis
    8m 39s
  • 4. Step 4: Balance Sheet (How to Use the Step 4 Excel Tab)
    7m 42s
  • 5. Case Study #3: Helping Shark Virtual Reality with the Balance Sheet
    3m 8s
  • 6. Answer to Case Study #3: Helping Shark Virtual Reality with the Balance Sheet
    6m 31s

7 lectures 25m 31s
  • 1. Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals
    1m 54s
  • 2. Cash Flow Statement Explanation
    2m 7s
  • 3. Cash Flow Statement Example and Analysis
    6m 33s
  • 4. Step 5: Cash Flow Statement (How to Use the Step 5 Excel Tab)
    9m 4s
  • 5. Case Study #4: Helping Shark Virtual Reality with the Cash Flow Statement
    1m 39s
  • 6. Answer to Case Study #4: Helping Shark VR with the Cash Flow Statement
    1m 55s
  • 7. Financial Statement Analysis Conclusion (How All 3 Statements Are Related)
    2m 19s

5 lectures 27m 35s
  • 1. Why is Financial Modeling Important & How Can It Help You Achieve Your Goals
    2m 15s
  • 2. You Already Know How to Model! : )
    1m 23s
  • 3. Model Data Source #1 of 3: SEC.gov
    7m 21s
  • 4. Model Data Source #2 of 3: Investor Relations (Also Called "I.R.")
    11m 11s
  • 5. Model Data Source #3 of 3: Yahoo Finance
    5m 25s

2 lectures 6m 30s
  • 1. Introduction to Valuation
    1m 16s
  • 2. More Detail on Growth Versus Value and P/E + P/R + DCF Overview
    5m 14s

7 lectures 43m 16s
  • 1. What is DCF, Why is it Important and How Does it Work?
    6m 18s
  • 2. Calculating the Terminal Value
    2m 43s
  • 3. Calculating the Weighted Average Cost of Capital (WACC)
    6m 16s
  • 4. DCF Example
    7m 45s
  • 5. Step 6: DCF Valuation (How to Use the Step 6 Excel Tab)
    17m 8s
  • 6. Case Study #6: Valuation Using DCF for Shark Virtual Reality
    24s
  • 7. Answer to Case Study #6: Valuation Using DCF for Shark Virtual Reality
    2m 42s

5 lectures 17m 1s
  • 1. What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio?
    1m 59s
  • 2. Price to Revenue Example
    1m 44s
  • 3. Step 7: Other Valuations (How to Use the Step 7 Excel Tab)
    8m 33s
  • 4. Case Study #7: Valuation Using P/R for Shark Virtual Reality
    3m 6s
  • 5. Answer to Case Study #7: Valuation Using P/R for Shark Virtual Reality
    1m 39s

4 lectures 6m 44s
  • 1. Introduction to P/E and Why it Matters
    2m 46s
  • 2. Case Study #8: Valuation Using P/E for Shark Virtual Reality
    1m 10s
  • 3. Answer to Case Study #8: Valuation Using P/E for Shark Virtual Reality
    1m 4s
  • 4. Additional Valuation Methodologies
    1m 44s

2 lectures 24m 11s
  • 1. Discussing of the Shark Virtual Reality IPO (Continues in the Next Lecture)
    14m 50s
  • 2. ...Additional Shark VR IPO Discussion and Who is this "Shark?"
    9m 21s

6 lectures 9m 16s
  • 1. How Hedge Funds Create Financial Models and Target Prices
    58s
  • 2. Case Study #9: Hedge Fund Valuation and Modeling of Shark Virtual Reality
    1m 12s
  • 3. Answer to Case Study #9: Hedge Fund Valuation and Modeling of Shark VR
    1m 34s
  • 4. How Mutual Funds Create Financial Models and Target Prices
    2m 50s
  • 5. Case Study #10: Mutual Fund Valuation and Modeling of Shark VR
    1m 17s
  • 6. Answer to Case Study #10: Mutual Fund Valuation and Modeling of Shark VR
    1m 25s

1 lectures 10m 41s
  • 1. Compliance is CRUCIAL for all Financial Analysts
    10m 41s
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