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Financial Analyst and Investor Course: Financial Analyst & Investor Course

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214Lectures
22h 22m 23sDuration
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Financial Analyst and Investor Course: Financial Analyst & Investor Course course cover Best seller
certification training 214 lessons arranged in a guided course path
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Curriculum

Course sections.

51 sections, 214 lessons, and lecture-level duration details.

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

01 How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy 3m 23s
02 Practice Activity Results Analysis 3m 26s

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

01 The World Bank as Another Great Data Resource for Financial Analysts 2m 26s
02 Excel Exercise #2: Analyzing World Bank Inflation Data 1m 3s
03 Answers to the Excel Exercise #2 5m 11s

01 How+ Why Do Interest Rates Change & Why this is Important for Financial Analysts 19m 17s
02 Understanding Currency Movements and Monetary Policy 16m 56s
03 Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics 46s
04 Answers to the Excel Exercise #3 10m 40s

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

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

01 What is Investment Banking and How Does it Work? 11m 47s
02 Deliverables that Investment Bankers Create 8m 35s
03 The IPO (Initial Public Offering) and the NDSR (Non Deal Roadshow) 9m 4s
04 Introduction to Investment Banking Modeling, Mergers & Acquisitions & Valuation 19m 10s
05 Coming up with M&A (Mergers & Acquisitions) Ideas 4m 45s

01 How to Get Promoted in Investment Banking 7m 8s
02 7 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) Jobs 19m 23s
03 How to "Manage Up" in Investment Banking and Financial Services in General 3m 42s
04 The Pros and Cons of Working in Investment Banking 4m 11s
05 Investment Banking Politics to Be Aware of 3m 51s

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

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

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

01 Excel Exercise #8: Introduction: FX Exchange, Spinners, Check-boxes and More! 2m 17s
02 Answers to Excel Exercise #8: Part 1 of 3 (Answers to Questions 1 through 7) 9m 40s
03 Answers to Excel Exercise #8: Part 2 of 3 (Answer to Question 8) 6m 6s
04 Answers to Excel Exercise #8: Part 3 of 3 (Answers to Questions 9 and 10) 14m 31s

01 Exercise #9: Intro: VLOOKUP for Sector Drivers, Sector and Stock Risk Exposure 1m 47s
02 Answers to Excel Exercise #9: Part 1 of 3 (Answers to Questions 1 and 2) 17m 51s
03 Answers to Excel Exercise #9: Part 2 of 3 (Answers to Questions 3 through 7) 15m 48s
04 Answers to Excel Exercise #9: Part 3 of 3 (Answers to Questions 8 through 10) 5m 1s

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

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

01 How to Get Promoted in Sell Side Equity Research 4m
02 7 Things You Must Do to Get Hired as a Financial Analyst in Equity Research 1m 52s
03 How to Manage Up in Equity Research 5m 51s
04 The Pros and Cons of Being an Equity Research Analyst 3m 45s
05 Equity Sell Side Research Politics to Be Aware of 2m 18s
06 A Day in the Life of a Sell Side Analyst 5m 1s

01 Side Note: Important Compliance Topics 3m 20s
02 Please Be Careful and Always Compliant 3m 51s

01 Venture Capital Overview 11m 43s
02 How Do You Find GREAT Venture Capital Ideas? 4m 5s
03 Pitching VC Ideas to the Partner You Work For 17m 48s
04 How Do You Win Deals in Venture Capital Over Other Firms? 6m 13s
05 How to Create Financial Models in the Venture Capital Sector 5m 43s

01 How to Get Promoted to Partner at a VC Firm 3m 30s
02 How to Get Hired at a VC Firm 4m 5s
03 How to Manage Up at a VC Firm 2m 1s
04 Venture Capital Pros and Cons 3m 40s
05 Politics at a VC Firm 2m 9s
06 Venture Capital a Day in the Life 5m 12s
07 Side Note: 10 Meetings Best Practices 3m 44s

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

01 Mutual Funds Introduction & How Do they Work? 6m 9s
02 A Day in the Life of a Mutual Fund Analyst 2m 13s
03 Pros and Cons of Working at a Mutual Fund 2m 56s

01 Research Process Introduction 2m 37s
02 8 Step Research Process 7m 56s
03 Completing an Investment Idea Template 5m 12s
04 Differences Between the Research Process at a Hedge Fund and at a Mutual Fun 1m 23s
05 Interviewing Management as Part of the Investment Research Process 8m 25s

01 What is an Investment Catalyst and Why is it Important? 1m 10s
02 Catalysts for Hedge Funds 5m 17s
03 Catalysts for Mutual Funds 4m 26s
04 Side Note: More Details on the Quarterly Earnings Call 3m 55s

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

01 Analyzing Technicals and Stop Losses 14m 26s
02 Introduction to Traders and 9 Other Financial Analyst Roles 2m 32s
03 Salestrader Financial Analyst Role (Part of an Investment Bank) 1m 4s
04 Salestrader Pros and Cons 2m 10s
05 Salestrader Day in the Life 3m 26s
06 Sell Side Trader Financial Analyst Role (Part of an Investment Bank) 5m 5s
07 Sell Side Trader Pros and Cons 1m 45s
08 Sell Side Trader Day in the Life 3m 12s
09 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

01 Introduction to Coming Up with Mutual Fund Long (Buy) Ideas. 1m 25s
02 How to Create and Pitch Mutual Fund Long (Buy) Ideas 10m 31s

01 Getting Hired as a Mutual Fund Analyst: 9 GREAT Strategies 5m 46s
02 Getting Hired as a Hedge Fund Analyst 9m 48s

01 How to Manage Up (Yep - Your Boss Who is the Portfolio Manager) 3m 35s
02 Politics in Hedge Funds to Be Aware of 3m 34s

01 How to Manage Up (Yep - Your Boss Who is the Portfolio Manager) 3m 28s
02 Politics in Mutual Funds to Be Aware of 1m 54s

01 What is the Role of a Hedge Fund Portfolio Manager? 15m 1s
02 How to Get Promoted from Analyst to Portfolio Manager Part 1 of 2 1m 54s
03 How to Get Promoted from Analyst to Portfolio Manager Part 2 of 2 14m 17s

01 What is the Role of a Mutual Fund Portfolio Manager? 4m 52s
02 How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund 5m 56s

01 Equity Sales Overview 2m 17s
02 Equity Sales Pros and Cons 2m 53s
03 Equity Sales Day in the Life 5m 50s

01 Equity Capital Markets (ECM) Overview 1m 6s
02 Equity Capital Markets (ECM) Pros and Cons 1m 58s
03 Equity Capital Markets (ECM) Day in the Life 5m 8s

01 Computer / Artificial Intelligence Overview 1m 10s
02 Computer / Artificial Intelligence Pros and Cons 3m 30s
03 Computer / Artificial Intelligence Day in the Life 4m 11s

01 Private Equity Overview 1m 35s
02 Private Equity Day in the Life 3m 42s
03 Private Equity Pros and Cons....AND A SURPRISE! 3m 2s

01 Private Wealth Management Overview 42s
02 Private Wealth Management Pros and Cons 1m 37s
03 Private Wealth Management Day in the Life 2m 42s

01 Financial Analyst at a Large Non Finance Company Overview 1m 20s
02 Financial Analyst at a Large Non Finance Company Pros and Cons 1m 20s
03 Financial Analyst at a Large Non Finance Company Day in the Life 2m 29s

01 Introducing Your "7 Step Financial Statement + Modeling + Valuation Template" 6m 52s
02 Step 1: Financial Modeling Best Practices 5m 23s

01 Step 2: Forecasting Revenue (How to Use the Step 2 Excel Tab) 17m 14s
02 Case Study #1: Helping Shark Virtual Reality with Revenue Modeling 12m 34s
03 Answers to Case Study #1: Helping Shark Virtual Reality with Revenue Modeling 14m 8s

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

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

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

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

01 Introduction to Valuation 1m 16s
02 More Detail on Growth Versus Value and P/E + P/R + DCF Overview 5m 14s

01 What is DCF, Why is it Important and How Does it Work? 6m 18s
02 Calculating the Terminal Value 2m 43s
03 Calculating the Weighted Average Cost of Capital (WACC) 6m 16s
04 DCF Example 7m 45s
05 Step 6: DCF Valuation (How to Use the Step 6 Excel Tab) 17m 8s
06 Case Study #6: Valuation Using DCF for Shark Virtual Reality 24s
07 Answer to Case Study #6: Valuation Using DCF for Shark Virtual Reality 2m 42s

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

01 Introduction to P/E and Why it Matters 2m 46s
02 Case Study #8: Valuation Using P/E for Shark Virtual Reality 1m 10s
03 Answer to Case Study #8: Valuation Using P/E for Shark Virtual Reality 1m 4s
04 Additional Valuation Methodologies 1m 44s

01 Discussing of the Shark Virtual Reality IPO (Continues in the Next Lecture) 14m 50s
02 ...Additional Shark VR IPO Discussion and Who is this "Shark?" 9m 21s

01 How Hedge Funds Create Financial Models and Target Prices 58s
02 Case Study #9: Hedge Fund Valuation and Modeling of Shark Virtual Reality 1m 12s
03 Answer to Case Study #9: Hedge Fund Valuation and Modeling of Shark VR 1m 34s
04 How Mutual Funds Create Financial Models and Target Prices 2m 50s
05 Case Study #10: Mutual Fund Valuation and Modeling of Shark VR 1m 17s
06 Answer to Case Study #10: Mutual Fund Valuation and Modeling of Shark VR 1m 25s

01 Compliance is CRUCIAL for all Financial Analysts 10m 41s
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