Certification training

Introduction to Hedge and Fund Careers

Prepare for your exam with a structured video course built for focused study, topic review, and repeatable progress before exam day.

94Lectures
8h 23m 8sDuration
Vendor
Introduction to Hedge and Fund Careers course cover Best seller
certification training 94 lessons arranged in a guided course path
Course overview

Study with a clear path.

Move through focused sections, review lecture timing, and return directly to the objectives that need more work.

Sequenced lessons

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Video-first prep

Use concise lecture blocks for technical review before moving into exam practice.

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Curriculum

Course sections.

27 sections, 94 lessons, and lecture-level duration details.

01 Course Introduction & Who is this Course For? 5m 2s
02 What is the Relationship Between the Buy Side and the Sell Side? 5m 40s
03 Practice Activity: Decide What Buy Side Role You Are Most Passionate About 19s
04 Practice Activity Results Analysis: Congratulations! 3m 47s

01 Hedge Funds Introduction 9m 20s
02 A Day in the Life of a Hedge Fund Analyst 4m 39s
03 Pros and Cons of Working at a Hedge Fund 2m 8s
04 Other Hedge Fund Strategies (Event Driven, Computer Trading etc.) 4m 49s

01 Mutual Funds Introduction 6m 3s
02 A Day in the Life of a Mutual Fund Analyst 1m 7s
03 Pros and Cons of Working at a Mutual Fund 2m 57s

01 Research Process Introduction 1m 37s
02 8 Step Research Process 7m 52s
03 Completing an Investment Idea Template 5m 15s
04 Differences Between the Research Process at a Hedge Fund and at a Mutual Fun 1m 21s

01 What is an Investment Catalyst and Why is it Important? 1m 11s
02 Catalysts for Hedge Funds 5m 15s
03 Catalysts for Mutual Funds 4m 24s

01 Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas. 1m 13s
02 Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes 2m 48s
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
05 Analyzing Technicals and Stop Losses 14m 20s

01 Introduction to Coming Up with Mutual Fund Long (Buy) Ideas. 1m 24s
02 How to Create and Pitch Mutual Fund Long (Buy) Ideas 10m 30s

01 Why is the Income Statement Important & How Can It Help You Achieve Your Goals 1m 49s
02 Income Statement Explanation 3m 57s
03 Income Statement Example and Analysis 8m 48s
04 Income Statement Analysis Exercise 1m 7s
05 Income Statement Analysis Exercise Answers Explanations 2m 57s

01 Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals 1m 8s
02 Balance Sheet Explanation 2m 4s
03 Balance Sheet Example and Analysis 8m 40s
04 Balance Sheet Analysis Exercise 59s
05 Balance Sheet Analysis Exercise Answer Explanations 2m 39s

01 Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals 1m 23s
02 Cash Flow Statement Explanation 2m 9s
03 Cash Flow Statement Example and Analysis 6m 34s
04 Cash Flow Statement Analysis Exercise 35s
05 Cash Flow Statement Analysis Exercise Answer Explanations 2m 8s
06 Financial Statement Analysis Conclusion (How All 3 Statements Are Related) 2m 17s

01 Why is Financial Modeling Important & How Can It Help You Achieve Your Goals 2m
02 Financial Modeling Best Practices 5m 13s

01 Why is Investor Relations+SEC.Gov Important & How Can It Help Me Build Models? 1m 41s
02 Introduction to Investor Relations (A Great Model Data Source) 11m 17s
03 Introduction to SEC.gov (Another Great Model Data Source) 7m 7s
04 Yahoo Finance (Another Great Model Data Source) 5m 28s
05 What is the Quarterly Earnings Call & Why Is It Important for Modeling Purposes? 4m 36s

01 Case Study Introduction and What You Will Learn in this Section 1m 53s
02 Qualitative Analysis on LinkedIn (Also..Please Be Mindful of Compliance Rules) 5m 18s
03 What is the Total Addressable Market for LinkedIn and Why is this Important? 6m 10s
04 LinkedIn Model Introduction 5m 15s
05 LinkedIn Model Discussion in More Detail (Historical Data Only) 17m 47s
06 Forecasting the LinkedIn Model 16m 35s

01 Financial Modeling Exercises Introduction 49s
02 Financial Modeling Exercise 3m 33s
03 Modeling Exercise Answer Explanations 10m 9s

01 Introduction to Valuation 1m 13s
02 More Detail on Growth Versus Value and P/E + P/R + DCF Overview 4m 21s

01 What is DCF, Why is it Important and How Does it Work? 6m 16s
02 Calculating the Terminal Value 2m 43s
03 Calculating the Weighted Average Cost of Capital (WACC) 6m 23s
04 DCF Example 7m 45s
05 DCF Exercise 1m 57s
06 DCF Exercise Answer Explanations Part 1 of 2 19m 28s
07 DCF Exercise Answer Explanations Part 2 of 2 10m 31s

01 What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio? 2m 10s
02 Price to Revenue Example 1m 44s
03 Price to Revenue Exercise Answer Explanations 5m 14s

01 Introduction to P/E and Why it Matters 2m 47s
02 Price to Earnings Example 2m 29s
03 Price to Earnings Exercise Answer Explanations 5m 44s
04 Additional Valuation Methodologies 1m 39s

01 Our Final Price Target Calculation 31s
02 Using the TAM to Verify How Realistic Our Target Price Is 1m 7s

01 How Hedge Funds Create Financial Models and Target Prices 6m 38s
02 How Mutual Funds Create Financial Models and Target Prices 8m 22s

01 Introduction to Formulas 36s
02 Amazing Formulas to Assess Financials 7m 30s
03 Discussion of the Answers to the Formulas Exercise 10m 24s

01 Interviewing Management as Part of the Investment Research Process 8m 28s
02 Important Compliance Topics 3m 20s

01 Getting Hired as a Mutual Fund Analyst 5m 49s
02 Getting Hired as a Hedge Fund Analyst 9m 48s
03 Interview Tips: Especially if You Have No Idea How to Answer a Question 18m 4s

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? 14m 40s
02 How to Get Promoted from Analyst to Portfolio Manager Part 1 of 2 19m 9s
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
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