The Complete Financial Analyst Training & Investing Course
All LevelsFinance & AccountingFinancial Analysis

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

Created by Chris Haroun | 1.5 Million Students | #1 Best Selling Business & Finance Prof.
23 hours
Video Content
230
Lectures
271,498
Students
4.5
Rating
4.5
(271,498 students enrolled)

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.

Course Content

54 sections • 230 lectures • 23:15:31 total length

Course Introduction & How to Take this Course

9 lectures • 35:05

Thank You Message from Chris00:02
Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets01:18
Introduction and How to Take this Course14:22
How to Ask me Questions Live on my Weekly Webcast (Includes Zoom)00:11
Quick Access Index of Topics in this Course00:18
+4 more lectures

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

3 lectures • 07:00

How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy03:23
Optional Practice Activity:Decide What Finance Role You're Most Passionate About00:11
Practice Activity Results Analysis03:26

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

6 lectures • 01:28:00

Introduction to Global Economics (What, Why & How of this Section)04:39
The International Monetary Fund, GDP and Why this Matters to Financial Analysts19:05
Excel Exercise #1: Analyzing IMF GDP Data05:33
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
+1 more lectures

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

3 lectures • 08:40

The World Bank as Another Great Data Resource for Financial Analysts02:26
Excel Exercise #2: Analyzing World Bank Inflation Data01:03
Answers to the Excel Exercise #205:11

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

4 lectures • 47:38

How+ Why Do Interest Rates Change & Why this is Important for Financial Analysts19:17
Understanding Currency Movements and Monetary Policy16:56
Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics00:45
Answers to the Excel Exercise #310:40

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

4 lectures • 21:41

Fiscal Policy and Economic Stimulation13:46
The World Trade Organization as Another Great Resource for Financial Analysts01:45
Monopolies & Oligopolies are the Best Investments02:10
Quiz on Global Macroeconomics for Financial Analysts25 questions
Side Note: Is Bitcoin the Largest Threat to National Monetary Policy Security?04:00

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

8 lectures • 43:51

Finance Foundations Introduction01:42
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 Success05:13
What Financial Statements & Valuation Methods Matter Most to Which Analysts?03:54
+3 more lectures

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

5 lectures • 53:20

What is Investment Banking and How Does it Work?11:47
Deliverables that Investment Bankers Create08:35
The IPO (Initial Public Offering) and the NDSR (Non Deal Roadshow)09:04
Introduction to Investment Banking Modeling, Mergers & Acquisitions & Valuation19:09
Coming up with M&A (Mergers & Acquisitions) Ideas04:45

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

5 lectures • 38:13

How to Get Promoted in Investment Banking07:08
7 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) Jobs19:23
How to "Manage Up" in Investment Banking and Financial Services in General03:42
The Pros and Cons of Working in Investment Banking04:10
Investment Banking Politics to Be Aware of03:50

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

4 lectures • 56:48

Excel Exercise #5: Stock Market Index,Valuation, Earnings+Conditional Formatting04:06
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 • 01:21:44

Exercise #6: Stock Sector Analysis, Risk Management, Data Feeds & Data Analysis02:00
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
+1 more lectures

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

5 lectures • 34:48

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 Makes04:52

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

5 lectures • 29:31

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 • 40:26

Exercise #9: Intro: VLOOKUP for Sector Drivers, Sector and Stock Risk Exposure01:47
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 • 01:01:42

Exercise #10: Intro: Beta/Alpha+ More Portfolio/Risk Management Dashboard Topics03:26
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 • 42:55

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 Ratings06:34
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
+2 more lectures

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

6 lectures • 22:45

How to Get Promoted in Sell Side Equity Research04:00
7 Things You Must Do to Get Hired as a Financial Analyst in Equity Research01:51
How to Manage Up in Equity Research05:51
The Pros and Cons of Being an Equity Research Analyst03:45
Equity Sell Side Research Politics to Be Aware of02:18
+1 more lectures

Surprise Compliance Emergency Lecture (Please take Compliance Very Seriously)

2 lectures • 07:11

Side Note: Important Compliance Topics03:20
Please Be Careful and Always Compliant. Thanks03:51

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

5 lectures • 45:58

Venture Capital Overview12:09
How Do You Find GREAT Venture Capital Ideas?04:05
Pitching VC Ideas to the Partner You Work For17:48
How Do You Win Deals in Venture Capital Over Other Firms?06:13
How to Create Financial Models in the Venture Capital Sector05:43

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

7 lectures • 24:19

How to Get Promoted to Partner at a VC Firm03:29
How to Get Hired at a VC Firm04:05
How to Manage Up at a VC Firm02:01
Venture Capital Pros and Cons03:40
Politics at a VC Firm02:09
+2 more lectures

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

5 lectures • 23:26

Hedge Funds Introduction & How Does a Short Work (Opposite of Owning a Stock)09:12
A Day in the Life of a Hedge Fund Analyst04:39
Pros and Cons of Working at a Hedge Fund02:08
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 • 11:18

Mutual Funds Introduction & How Do they Work?06:09
A Day in the Life of a Mutual Fund Analyst02:13
Pros and Cons of Working at a Mutual Fund02:56

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

5 lectures • 25:31

Research Process Introduction02:37
8 Step Research Process07:55
Completing an Investment Idea Template05:12
Differences Between the Research Process at a Hedge Fund and at a Mutual Fun01:23
Interviewing Management as Part of the Investment Research Process08:24
+1 more lectures

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

4 lectures • 14:47

What is an Investment Catalyst and Why is it Important?01:10
Catalysts for Hedge Funds05:17
Catalysts for Mutual Funds04:26
Quiz on Catalysts3 questions
Side Note: More Details on the Quarterly Earnings Call03:54

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

5 lectures • 16:01

Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas.01:10
Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes02:47
How to Create and Pitch Hedge Fund Long Ideas04:58
How to Create and Pitch Hedge Fund Short Ideas + Exercise06:38
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 • 42:24

Analyzing Technicals and Stop Losses14:26
Introduction to Traders and 9 Other Financial Analyst Roles02:32
Salestrader Financial Analyst Role (Part of an Investment Bank)01:03
Salestrader Pros and Cons02:09
Salestrader Day in the Life03:26
+6 more lectures

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

3 lectures • 12:04

Introduction to Coming Up with Mutual Fund Long (Buy) Ideas.01:24
How to Create and Pitch Mutual Fund Long (Buy) Ideas10:31
Long Only Mutual Fund Template (Use this to Impress your Boss/Potential Boss)00:09

"Buy Side" Part 7: Buy Side Interview

2 lectures • 15:32

Getting Hired as a Mutual Fund Analyst: 9 GREAT Strategies05:45
Getting Hired as a Hedge Fund Analyst09:47

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

2 lectures • 07:08

How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)03:35
Politics in Hedge Funds to Be Aware of03:33

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

2 lectures • 05:20

How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)03:27
Politics in Mutual Funds to Be Aware of01:53

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

3 lectures • 48:25

What is the Role of a Hedge Fund Portfolio Manager?15:01
How to Get Promoted from Analyst to Portfolio Manager Part 1 of 219:07
How to Get Promoted from Analyst to Portfolio Manager Part 2 of 214:17

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

2 lectures • 10:46

What is the Role of a Mutual Fund Portfolio Manager?04:51
How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund05:55

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

3 lectures • 10:59

Equity Sales Overview02:16
Equity Sales Pros and Cons02:53
Equity Sales Day in the Life05:50

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

3 lectures • 08:10

Equity Capital Markets (ECM) Overview01:05
Equity Capital Markets (ECM) Pros and Cons01:58
Equity Capital Markets (ECM) Day in the Life05:07

Computer / Artificial Intelligence Financial Analyst Role

3 lectures • 08:50

Computer / Artificial Intelligence Overview01:10
Computer / Artificial Intelligence Pros and Cons03:29
Computer / Artificial Intelligence Day in the Life04:11

Private Equity Financial Analyst Role

3 lectures • 08:18

Private Equity Overview01:34
Private Equity Day in the Life03:42
Private Equity Pros and Cons....AND A SURPRISE!03:02

Private Wealth Management

3 lectures • 05:01

Private Wealth Management Overview00:42
Private Wealth Management Pros and Cons01:37
Private Wealth Management Day in the Life02:42

Large Non-Finance Company Financial Analyst Role

3 lectures • 05:07

Financial Analyst at a Large Non Finance Company Overview01:19
Financial Analyst at a Large Non Finance Company Pros and Cons01:19
Financial Analyst at a Large Non Finance Company Day in the Life02:29

Introduction to Creating Financials, Modeling and Valuing Companies

2 lectures • 12:15

Introducing Your "7 Step Financial Statement + Modeling + Valuation Template"06:52
Step 1: Financial Modeling Best Practices05:23

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

3 lectures • 43:55

Step 2: Forecasting Revenue (How to Use the Step 2 Excel Tab)17:14
Case Study #1: Helping Shark Virtual Reality with Revenue Modeling12:34
Answers to Case Study #1: Helping Shark Virtual Reality with Revenue Modeling14:07

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

6 lectures • 54:16

Why is the Income Statement Important & How Can It Help You Achieve Your Goals03:10
Income Statement Explanation03:57
Income Statement Example and Analysis08:46
Step 3: Income Statement (How to Use the Step 3 Excel Tab)20:50
Case Study #2: Helping Shark Virtual Reality with the Income Statement05:14
+1 more lectures

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

6 lectures • 29:16

Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals01:12
Balance Sheet Explanation02:04
Balance Sheet Example and Analysis08:39
Step 4: Balance Sheet (How to Use the Step 4 Excel Tab)07:42
Case Study #3: Helping Shark Virtual Reality with the Balance Sheet03:08
+1 more lectures

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

7 lectures • 25:28

Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals01:53
Cash Flow Statement Explanation02:07
Cash Flow Statement Example and Analysis06:33
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 Statement01:39
+2 more lectures

Financial Model Data Sources and Financial Models

5 lectures • 27:35

Why is Financial Modeling Important & How Can It Help You Achieve Your Goals02:15
You Already Know How to Model! : )01:23
Model Data Source #1 of 3: SEC.gov07:21
Model Data Source #2 of 3: Investor Relations (Also Called "I.R.")11:11
Model Data Source #3 of 3: Yahoo Finance05:25

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

3 lectures • 07:04

THIS IS THE BIG ONE!!!!!! WOOOHOOO!!!!!01:31
Case Study #5: The S-1 for Shark Virtual Reality01:21
Answer to Case Study #5: The S-1 for Shark Virtual Reality04:12

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

2 lectures • 06:29

Introduction to Valuation01:16
More Detail on Growth Versus Value and P/E + P/R + DCF Overview05:13
Exercise: Valuation Best Practices Quiz3 questions

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

7 lectures • 43:12

What is DCF, Why is it Important and How Does it Work?06:17
Calculating the Terminal Value02:42
Calculating the Weighted Average Cost of Capital (WACC)06:16
DCF Example07:44
Step 6: DCF Valuation (How to Use the Step 6 Excel Tab)17:08
+2 more lectures

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

5 lectures • 17:01

What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio?01:59
Price to Revenue Example01:44
Step 7: Other Valuations (How to Use the Step 7 Excel Tab)08:33
Case Study #7: Valuation Using P/R for Shark Virtual Reality03:06
Answer to Case Study #7: Valuation Using P/R for Shark Virtual Reality01:39

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

4 lectures • 06:44

Introduction to P/E and Why it Matters02:46
Case Study #8: Valuation Using P/E for Shark Virtual Reality01:10
Answer to Case Study #8: Valuation Using P/E for Shark Virtual Reality01:04
Additional Valuation Methodologies01:44

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

2 lectures • 24:10

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 • 09:14

How Hedge Funds Create Financial Models and Target Prices00:57
Case Study #9: Hedge Fund Valuation and Modeling of Shark Virtual Reality01:12
Answer to Case Study #9: Hedge Fund Valuation and Modeling of Shark VR01:34
How Mutual Funds Create Financial Models and Target Prices02:49
Case Study #10: Mutual Fund Valuation and Modeling of Shark VR01:17
+1 more lectures

Ethics & Compliance (Stay Out of Jail)

1 lectures • 10:41

Compliance is CRUCIAL for all Financial Analysts10:41

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

2 lectures • 06:06

WOW WHAT A FINISH! Putting it all Together!05:48
Download my free book: “Networking to Get Customers, a Job or Anything You Want”00:18

Bonus Materials

1 lectures • 01:06

Bonus Items01:06

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

Who this course is for:

  • 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.

This course includes:

  • 23 hours on-demand video
  • 8 articles
  • 34 downloadable resources
  • Access on mobile and TV
  • Full lifetime access
  • Certificate of completion

Instructor

Chris Haroun | 1.5 Million Students | #1 Best Selling Business & Finance Prof.

Students also download

Explore related courses to expand your learning journey.