The Complete Financial Analyst Training & Investing Course
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#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 and 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
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1Thank You Message from ChrisText lesson
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2Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling SpreadsheetsVideo lesson
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3Introduction and How to Take this CourseVideo lesson
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4Quick Access Index of Topics in this CourseVideo lesson
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5Overview of Different Financial Analyst Roles and How They Work TogetherVideo lesson
We will cover 14 different Financial Analyst roles in this course, including an overview of the role, the pros and cons as well as a day in the life. This section introduces 7 of the roles. We will cover all 14 roles throughout this course.
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6What Are the Major Differences Between the Different Financial Analyst Roles?Video lesson
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7What Are the Pros and Cons of Working as a Financial Analyst?Video lesson
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8How to Take this Survey to Determine What Financial Analyst Role You Might EnjoyVideo lesson
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9Optional Practice Activity:Decide What Finance Role You're Most Passionate AboutText lesson
This optional exercise will help you decide what financial analyst role makes most sense for you. Please note that there is no video for this particular lecture. Please just open the attached PDF and read the instructions in order to complete the exercise. Thanks
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10Practice Activity Results AnalysisVideo lesson
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11Introduction to Global Economics (What, Why & How of this Section)Video lesson
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12The International Monetary Fund, GDP and Why this Matters to Financial AnalystsVideo lesson
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13Excel Exercise #1: Analyzing IMF GDP DataVideo lesson
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14Answers to Excel Exercise #1: Part 1 of 3 (Answers to Questions 1 through 12)Video lesson
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15Answers to Excel Exercise #1: Part 2 of 3 (Answers to Questions 13 through 16)Video lesson
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16Answers to Excel Exercise #1: Part 3 of 3 (Answers to Questions 17 through 20)Video lesson
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20How+ Why Do Interest Rates Change & Why this is Important for Financial AnalystsVideo lesson
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21Understanding Currency Movements and Monetary PolicyVideo lesson
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22Excel Exercise #3: Analyzing Data from the Bureau of Labor and StatisticsVideo lesson
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23Answers to the Excel Exercise #3Video lesson
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24Fiscal Policy and Economic StimulationVideo lesson
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25The World Trade Organization as Another Great Resource for Financial AnalystsVideo lesson
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26Monopolies & Oligopolies are the Best InvestmentsVideo lesson
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27Quiz on Global Macroeconomics for Financial AnalystsQuiz
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28Side Note: Is Bitcoin the Largest Threat to National Monetary Policy Security?Video lesson
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29Finance Foundations IntroductionVideo lesson
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30Quick Accounting Review and the Shark Virtual Reality IPO? : )Video lesson
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31Attached is Your 7 Step Template for Creating Financials, Models and Valuations!Video lesson
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32What are Growth and Value Investors and Why this is Important to Your SuccessVideo lesson
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33What Financial Statements & Valuation Methods Matter Most to Which Analysts?Video lesson
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34Excel Exercise #4: Formatting the Portfolio DashboardVideo lesson
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35Answers to Excel Exercise #4: Part 1 of 2 (Answers to Questions 1 through 5)Video lesson
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36Answers to Excel Exercise #4: Part 2 of 2 (Answers to Questions 5 through 10)Video lesson
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37What is Investment Banking and How Does it Work?Video lesson
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38Deliverables that Investment Bankers CreateVideo lesson
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39The IPO (Initial Public Offering) and the NDSR (Non Deal Roadshow)Video lesson
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40Introduction to Investment Banking Modeling, Mergers & Acquisitions & ValuationVideo lesson
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41Coming up with M&A (Mergers & Acquisitions) IdeasVideo lesson
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42How to Get Promoted in Investment BankingVideo lesson
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437 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) JobsVideo lesson
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44How to "Manage Up" in Investment Banking and Financial Services in GeneralVideo lesson
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45The Pros and Cons of Working in Investment BankingVideo lesson
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46Investment Banking Politics to Be Aware ofVideo lesson
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47Excel Exercise #5: Stock Market Index,Valuation, Earnings+Conditional FormattingVideo lesson
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48Answers to Excel Exercise #5: Part 1 of 3 (Answers to Questions 1 through 6)Video lesson
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49Answers to Excel Exercise #5: Part 2 of 3 (Answers to Questions 7 through 9)Video lesson
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50Answers to Excel Exercise #5: Part 3 of 3 (Answers to Questions 10 through 12)Video lesson
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51Exercise #6: Stock Sector Analysis, Risk Management, Data Feeds & Data AnalysisVideo lesson
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52Answers to Excel Exercise #6: Part 1 of 4 (Answers to Questions 1 through 6)Video lesson
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53Answers to Excel Exercise #6: Part 2 of 4 (Answers to Questions 7 through 8)Video lesson
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54Answers to Excel Exercise #6: Part 3 of 4 (Answer to Question 9)Video lesson
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55Answers to Excel Exercise #6: Part 4 of 4 (Answer to Question 10)Video lesson
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56Exercise #7: Introduction to the INCREDIBLE Yahoo Finance "A.P.I.!"Video lesson
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57Answers to Excel Exercise #7: Part 1 of 3 (Answers to Questions 1 and 2)Video lesson
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58Answers to Excel Exercise #7: Part 2 of 3 (Answer to Question 3)Video lesson
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59Answers to Excel Exercise #7: Part 3 of 3 (Answers to Questions 4 and 5)Video lesson
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60Side Note: It Shouldn’t Be About $, But Here is What an Analyst MakesVideo lesson
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61Excel Exercise #8: Introduction: FX Exchange, Spinners, Check-boxes and More!Video lesson
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62Answers to Excel Exercise #8: Part 1 of 3 (Answers to Questions 1-3)Video lesson
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63Answers to Excel Exercise #8: Part 2 of 3 (Answer to Questions 4-6)Video lesson
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64Answers to Excel Exercise #8: Part 3 of 3 (Answers to Questions 7-10)Video lesson
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65Exercise #9: Intro: VLOOKUP for Sector Drivers, Sector and Stock Risk ExposureVideo lesson
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66Answers to Excel Exercise #9: Part 1 of 3 (Answers to Questions 1 and 2)Video lesson
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67Answers to Excel Exercise #9: Part 2 of 3 (Answers to Questions 3 through 7)Video lesson
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68Answers to Excel Exercise #9: Part 3 of 3 (Answers to Questions 8 through 10)Video lesson
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69Exercise #10: Intro: Beta/Alpha+ More Portfolio/Risk Management Dashboard TopicsVideo lesson
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70Answers to Excel Exercise #10: Part 1 of 4 (Answers to Questions 1 through 4)Video lesson
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71Answers to Excel Exercise #10: Part 2 of 4 (Answers to Questions 5 through 8)Video lesson
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72Answers to Excel Exercise #10: Part 3 of 4 (Answers to Questions 9 and 10)Video lesson
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73Answers to Excel Exercise #10: Part 4 of 4 (Answers to Questions 11 through 17)Video lesson
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74What is the Sell Side and How Does it Work?Video lesson
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75The Relationship Between the "Sell Side" and the"Buy Side"Video lesson
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76Coming Up with Sell Side Research RatingsVideo lesson
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77How to Create a Detailed Investment Research Report (22 Page Template Attached)Video lesson
- What is a Sell Side initiation report?
- Where do I get information for the initiation report?
- What should I include in an initiation report?
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78Earnings Reports (What Are they and How to Write them)Video lesson
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79How to Pitch Investments Ideas to the Buy Side (to Hedge and Mutual Funds)Video lesson
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80Modeling for Sell Side AnalystsVideo lesson
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