Course Information
Course Overview
Succeed as a Financial Analyst &Investor by Award Winning MBA Prof who worked @Goldman, in Hedge Funds & Venture Capital
#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
Course Content
- 54 section(s)
- 230 lecture(s)
- Section 1 Course Introduction & How to Take this Course
- Section 2 Optional Exercise: Decide What Financial Analyst Role Interests You the Most
- Section 3 Global Macroeconomics + How the World of Finance Works + Excel Part 1/4: The IMF
- Section 4 Global Economics & Excel Part 2/4: The World Bank and Inflation
- Section 5 Global Econ. & Excel Part 3/4: Currencies, Monetary Policy and Interest Rates
- Section 6 Global Econ. +Excel Part 4/4: Fiscal Policy, WTO, Monopolies, Bitcoin & More
- Section 7 Foundations & Introducing "Portfolio Management, Investment & Excel Dashboard!"
- Section 8 Investment Banking Part 1: Introduction, Mergers & Acquisitions and the IPO
- Section 9 Investment Banking Part 2: Getting Hired, Promoted, Pros & Cons and Much More
- Section 10 Stock Markets + Portfolio Management: Part 1: Learn by Doing Excel Exercises
- Section 11 Stock Markets + Portfolio Management: Part 2: Learn by Doing Excel Exercises
- Section 12 Stock Markets + Portfolio Management: Part 3: Learn by Doing Excel Exercises
- Section 13 Stock Markets + Portfolio Management: Part 4: Learn by Doing Excel Exercises
- Section 14 Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 1
- Section 15 Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 2
- Section 16 "Sell Side" Equity Research Part 1: What is it + How they Research Investments
- Section 17 "Sell Side" Equity Research Part 2: Getting Promoted, Hired, Politics & More
- Section 18 Surprise Compliance Emergency Lecture (Please take Compliance Very Seriously)
- Section 19 Venture Capital Part 1: Introduction, Coming Up with Ideas + Beating Other VCs
- Section 20 Venture Capital Part 2: Getting Promoted, Hired, Pros & Cons, Politics in VC etc
- Section 21 "Buy Side" Part 1: Hedge Funds & Short Positions (Opposite of Owning a Stock)
- Section 22 "Buy Side" Part 2: Mutual Funds (Longer Term Investing, Unlike Most Hedgies)
- Section 23 "Buy Side" Part 3: What is a Buy Side Research Process?
- Section 24 "Buy Side" Part 4: Catalysts (Meaning the Reason to Invest as Timing is Crucial)
- Section 25 "Buy Side" Part 5: Coming Up with Hedge Fund (Shorter-Term) Investment Ideas
- Section 26 Trading Technical Analysis and Trader (and Other) Financial Analyst Roles
- Section 27 "Buy Side" Part 6: Coming Up with Mutual Fund (Longer Term) Investment Ideas
- Section 28 "Buy Side" Part 7: Buy Side Interview
- Section 29 "Buy Side" Part 8: Keeping Your Boss (Portfolio Manager) Happy @ a Hedge Fund
- Section 30 "Buy Side" Part 9: Keeping Your Boss (Portfolio Manager) Happy at a Mutual Fund
- Section 31 "Buy Side" Part 10: Beta & Getting Promoted from Analyst to Port. M. @Hedge fund
- Section 32 "Buy Side" Part 11: Getting Promoted from Analyst to PM @ Mutual Fund
- Section 33 Equity Sales Financial Analyst Role (Part of an Investment Bank)
- Section 34 Equity Capital Markets (ECM) Financial Analyst Role (Part of an Investment Bank)
- Section 35 Computer / Artificial Intelligence Financial Analyst Role
- Section 36 Private Equity Financial Analyst Role
- Section 37 Private Wealth Management
- Section 38 Large Non-Finance Company Financial Analyst Role
- Section 39 Introduction to Creating Financials, Modeling and Valuing Companies
- Section 40 Forecasting Revenue and Case Study #1: Projecting Shark VR’s Revenue
- Section 41 Intro to the Income Statement & Case #2: Making Shark VR’s Income Statement
- Section 42 Intro to the Balance Sheet & Case #3: Making Shark VR’s Balance Sheet
- Section 43 Intro to the Cash Flow Statement & Case #4: Making Shark VR’s CF Statement
- Section 44 Financial Model Data Sources and Financial Models
- Section 45 The IPO of Shark Virtual Reality Part 1 (Case #5 Modeling Shark VR)
- Section 46 Intro to Valuation (for All Types of Investors, including Growth & Value I
- Section 47 Valuation Using DCF & Case #6: Valuing Shark VR Using DCF
- Section 48 Valuation Using Price/Revenue (P/R) & Case #7: Valuing Shark VR Using P/R
- Section 49 Valuation Using P/E, Other Ways to Value Firms & Case #8: Valuing S
- Section 50 The IPO of Shark Virtual Reality Part 2: Valuing Shark VR & HOW DID THE DEAL DO?
- Section 51 How Hedge Funds & Mutual Funds Model and Value Shark VR (Case #9 and #10)
- Section 52 Ethics & Compliance (Stay Out of Jail)
- Section 53 HOSTILE TAKEOVER ALERT & Course Conclusion!!! Wow...
- Section 54 Bonus Materials
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.
Skills covered in this course
Reviews
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YYahaya Kamidu
VERY GOOD COURSE
-
SShikha Parmar
Well documented and Interactive!
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DDavid Bell
Informative. My Excell skills are being upgraded!
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SSelwyn Adams
Yes its a good match for me. I'm learning exactly what i expected to learn and more. The insights, examples and exercises are thus far easy to follow and understand