The Complete Financial Analyst Training & Investing

BY
Udemy

Mode

Online

Fees

₹ 7900

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study
Mode of Delivery Video and Text Based

Course and certificate fees

Fees information
₹ 7,900
certificate availability

Yes

certificate providing authority

Udemy

The syllabus

Course Introduction & How to Take this Course

  • Thank You Message from Chris
  • Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets
  • Introduction and How to Take this Course
  • Quick Access Index of Topics in this Course
  • Overview of Different Financial Analyst Roles and How They Work Together
  • What Are the Major Differences Between the Different Financial Analyst Roles?
  • What Are the Pros and Cons of Working as a Financial Analyst?

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

  • How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy
  • Optional Practice Activity:Decide What Finance Role You're Most Passionate About
  • Practice Activity Results Analysis

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

  • Introduction to Global Economics (What, Why & How of this Section)
  • The International Monetary Fund, GDP and Why this Matters to Financial Analysts
  • Excel Exercise #1: Analyzing IMF GDP Data
  • Answers to Excel Exercise #1: Part 1 of 3 (Answers to Questions 1 through 12)
  • Answers to Excel Exercise #1: Part 2 of 3 (Answers to Questions 13 through 16)
  • Answers to Excel Exercise #1: Part 3 of 3 (Answers to Questions 17 through 20)

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

  • The World Bank as Another Great Data Resource for Financial Analysts
  • Excel Exercise #2: Analyzing World Bank Inflation Data
  • Answers to the Excel Exercise #2

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

  • How+ Why Do Interest Rates Change & Why this is Important for Financial Analysts
  • Understanding Currency Movements and Monetary Policy
  • Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics
  • Answers to the Excel Exercise #3

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

  • Fiscal Policy and Economic Stimulation
  • The World Trade Organization as Another Great Resource for Financial Analysts
  • Monopolies & Oligopolies are the Best Investments
  • Quiz on Global Macroeconomics for Financial Analysts
  • Side Note: Is Bitcoin the Largest Threat to National Monetary Policy Security?

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

  • Finance Foundations Introduction
  • Quick Accounting Review and the Shark Virtual Reality IPO? : )
  • Attached is Your 7 Step Template for Creating Financials, Models and Valuations!
  • What are Growth and Value Investors and Why this is Important to Your Success
  • What Financial Statements & Valuation Methods Matter Most to Which Analysts?
  • Excel Exercise #4: Formatting the Portfolio Dashboard
  • Answers to Excel Exercise #4: Part 1 of 2 (Answers to Questions 1 through 5)
  • Answers to Excel Exercise #4: Part 2 of 2 (Answers to Questions 5 through 10)

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

  • What is Investment Banking and How Does it Work?
  • Deliverables that Investment Bankers Create
  • The IPO (Initial Public Offering) and the NDSR (Non Deal Roadshow)
  • Introduction to Investment Banking Modeling, Mergers & Acquisitions & ValuationPreview
  • Coming up with M&A (Mergers & Acquisitions) Ideas

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

  • How to Get Promoted in Investment Banking
  • 7 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) Jobs
  • How to "Manage Up" in Investment Banking and Financial Services in General
  • The Pros and Cons of Working in Investment Banking
  • Investment Banking Politics to Be Aware of

Stock Market + Portfolio Management Part 1: Learn By Doing Excel Exercises

  • Excel File #5: Stock Market Index, Valuation, Earnings + Conditional Formatting
  • Answers to Excel Exercise #5: Part 1 of 3 (Answers to Questions 1 through 6)
  • Answers to Excel Exercise #5: Part 2 of 3 (Answers to Questions 7 through 9)
  • Answers to Excel Exercise #5: Part 3 of 3 (Answers to Questions 10 through 12)

Stock Market + Portfolio Management Part 2: Learn By Doing Excel Exercises

  • Exercise #6: Stock Sector Analysis, Risk Management, Data Feeds & Data Analysis
  • Answers to Excel Exercise #6: Part 1 of 4 (Answers to Questions 1 through 6)
  • Answers to Excel Exercise #6: Part 2 of 4 (Answers to Questions 7 through 8)
  • Answers to Excel Exercise #6: Part 3 of 4 (Answer to Question 9)
  • Answers to Excel Exercise #6: Part 4 of 4 (Answer to Question 10)

Stock Market + Portfolio Management Part 3: Learn By Doing Excel Exercises

  • Exercise #7: Introduction to the INCREDIBLE Yahoo Finance "A.P.I.!"
  • Answers to Excel Exercise #7: Part 1 of 3 (Answers to Questions 1 and 2)
  • Answers to Excel Exercise #7: Part 2 of 3 (Answer to Question 3)
  • Answers to Excel Exercise #7: Part 3 of 3 (Answers to Questions 4 and 5)
  • Side Note: It Shouldn’t Be About $, But Here is What an Analyst Makes

Stock Market + Portfolio Management Part 4: Learn By Doing Excel Exercises

  • Excel Exercise #8: Introduction: FX Exchange, Spinners, Check-boxes and More!
  • Answers to Excel Exercise #8: Part 1 of 3 (Answers to Questions 1-3)
  • Answers to Excel Exercise #8: Part 2 of 3 (Answer to Questions 4-6)
  • Answers to Excel Exercise #8: Part 3 of 3 (Answers to Questions 7-10)

Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 1

  • Exercise #9: Intro: VLOOKUP for Sector Drivers, Sector and Stock Risk Exposure
  • Answers to Excel Exercise #9: Part 1 of 3 (Answers to Questions 1 and 2)
  • Answers to Excel Exercise #9: Part 2 of 3 (Answers to Questions 3 through 7)
  • Answers to Excel Exercise #9: Part 3 of 3 (Answers to Questions 8 through 10)

Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 2

  • Exercise #10: Intro: Beta/Alpha+ More Portfolio/Risk Management Dashboard Topics
  • Answers to Excel Exercise #10: Part 1 of 4 (Answers to Questions 1 through 4)
  • Answers to Excel Exercise #10: Part 2 of 4 (Answers to Questions 5 through 8)
  • Answers to Excel Exercise #10: Part 3 of 4 (Answers to Questions 9 and 10)
  • Answers to Excel Exercise #10: Part 4 of 4 (Answers to Questions 11 through 17)

"Sell Side" Equity Research Part 1: What is it + How They Research Investments

  • What is the Sell Side and How Does it Work?
  • The Relationship Between the "Sell Side" and the"Buy Side"
  • Coming Up with Sell Side Research Ratings
  • How to Create a Detailed Investment Research Report (22 Page Template Attached)Preview
  • Earnings Reports (What Are they and How to Write them)
  • How to Pitch Investments Ideas to the Buy Side (to Hedge and Mutual Funds)
  • Modeling for Sell Side Analysts

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

  • How to Get Promoted in Sell Side Equity Research
  • 7 Things You Must Do to Get Hired as a Financial Analyst in Equity Research
  • How to Manage Up in Equity Research
  • The Pros and Cons of Being an Equity Research Analyst
  • Equity Sell Side Research Politics to Be Aware of
  • A Day in the Life of a Sell Side Analyst

Surprise Compliance Emergency Lecture (Please Take Compliance Very Seriously)

  • Side Note: Important Compliance Topics
  • Please Be Careful and Always Compliant. Thanks

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

  • Venture Capital Overview
  • How Do You Find GREAT Venture Capital Ideas?
  • Pitching VC Ideas to the Partner You Work For
  • How Do You Win Deals in Venture Capital Over Other Firms?
  • How to Create Financial Models in the Venture Capital Sector

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

  • How to Get Promoted to Partner at a VC Firm
  • How to Get Hired at a VC Firm
  • How to Manage Up at a VC Firm
  • Venture Capital Pros and Cons
  • Politics at a VC Firm
  • Venture Capital a Day in the Life
  • Side Note: 10 Meetings Best Practices

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

  • Hedge Funds Introduction & How Does a Short Work (Opposite of Owning a Stock)
  • A Day in the Life of a Hedge Fund Analyst
  • Pros and Cons of Working at a Hedge Fund
  • Other Hedge Fund Strategies (Event Driven, Computer Trading etc.)
  • Side Note: You Need MANY Mentors if You Want a Promotion!

"Buy Side" Part 2: Mutual Funds (Longer Term Investing, Unlike Most Hedgies)

  • Mutual Funds Introduction & How Do they Work?
  • A Day in the Life of a Mutual Fund Analyst
  • Pros and Cons of Working at a Mutual Fund

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

  • Research Process Introduction
  • 8 Step Research Process
  • Completing an Investment Idea Template
  • Differences Between the Research Process at a Hedge Fund and at a Mutual Fun
  • Interviewing Management as Part of the Investment Research Process
  • Quiz on the Investment Research Process

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

  • What is an Investment Catalyst and Why is it Important?
  • Catalysts for Hedge Funds
  • Catalysts for Mutual Funds
  • Quiz on Catalysts
  • Side Note: More Details on the Quarterly Earnings Call

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

  • Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas.
  • Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes
  • How to Create and Pitch Hedge Fund Long Ideas
  • How to Create and Pitch Hedge Fund Short Ideas + Exercise
  • Hedge Fund Idea Templates (Use these to impress your boss or potential boss)

Trading Technical Analysis and Trader (and Other) Financial Analyst Role

  • Analyzing Technicals and Stop Losses
  • Introduction to Traders and 9 Other Financial Analyst Roles
  • Salestrader Financial Analyst Role (Part of an Investment Bank)
  • Salestrader Pros and Cons
  • Salestrader Day in the Life
  • Sell Side Trader Financial Analyst Role (Part of an Investment Bank)
  • Sell Side Trader Pros and Cons
  • Sell Side Trader Day in the Life
  • Buy Side Trader (@ a Hedge Fund or Mutual Fund) Financial Analyst Role Overview
  • Buy Side Trader Pros and Cons
  • Buy Side Trader Day in the Life

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

  • Introduction to Coming Up with Mutual Fund Long (Buy) Ideas.
  • How to Create and Pitch Mutual Fund Long (Buy) Ideas
  • Long Only Mutual Fund Template (Use this to Impress your Boss/Potential Boss)

"Buy Side" Part 7: Buy Side Interview

  • Getting Hired as a Mutual Fund Analyst: 9 GREAT Strategies
  • Getting Hired as a Hedge Fund Analyst

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

  • How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)
  • Politics in Hedge Funds to Be Aware of

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

  • How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)
  • Politics in Mutual Funds to Be Aware of

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

  • What is the Role of a Hedge Fund Portfolio Manager?
  • How to Get Promoted from Analyst to Portfolio Manager Part 1 of 2
  • How to Get Promoted from Analyst to Portfolio Manager Part 2 of 2

"Buy Side" Part 11: Getting Promoted from Analyst to Port. M. at Mutual Funds

  • What is the Role of a Mutual Fund Portfolio Manager?
  • How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund

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

  • Equity Sales Overview
  • Equity Sales Pros and Cons
  • Equity Sales Day in the Life

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

  • Equity Capital Markets (ECM) Overview
  • Equity Capital Markets (ECM) Pros and Cons
  • Equity Capital Markets (ECM) Day in the Life

Computer / Artificial Intelligence Financial Analyst Role

  • Computer / Artificial Intelligence Overview
  • Computer / Artificial Intelligence Pros and Cons
  • Computer / Artificial Intelligence Day in the Life

Private Equity Financial Analyst Role

  • Private Equity Overview
  • Private Equity Day in the Life
  • Private Equity Pros and Cons....AND A SURPRISE!

Private Wealth Management

  • Private Wealth Management Overview
  • Private Wealth Management Pros and Cons
  • Private Wealth Management Day in the Life

Large Non Finance Company Financial Analyst Role

  • Financial Analyst at a Large Non Finance Company Overview
  • Financial Analyst at a Large Non Finance Company Pros and Cons
  • Financial Analyst at a Large Non Finance Company Day in the Life

Introduction to Creating Financials, Modelling and Valuing Companies

  • Introducing Your "7 Step Financial Statement + Modeling + Valuation Template"
  • Step 1: Financial Modeling Best Practices

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

  • Step 2: Forecasting Revenue (How to Use the Step 2 Excel Tab)
  • Case Study #1: Helping Shark Virtual Reality with Revenue Modeling
  • Answers to Case Study #1: Helping Shark Virtual Reality with Revenue Modeling

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

  • Why is the Income Statement Important & How Can It Help You Achieve Your Goals
  • Income Statement Explanation
  • Income Statement Example and Analysis
  • Step 3: Income Statement (How to Use the Step 3 Excel Tab)
  • Case Study #2: Helping Shark Virtual Reality with the Income Statement
  • Answers to Case Study #2: Helping Shark Virtual Reality with Revenue Modeling

Intro to the Balance Sheet & Case #3: Making Sharp VR's Balance Sheet

  • Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals
  • Balance Sheet Explanation
  • Balance Sheet Example and Analysis
  • Step 4: Balance Sheet (How to Use the Step 4 Excel Tab)
  • Case Study #3: Helping Shark Virtual Reality with the Balance Sheet
  • Answer to Case Study #3: Helping Shark Virtual Reality with the Balance Sheet

Intro to Cash Flow Statement & case #4: Making Sharp VR's CF Statement

  • Why is the Cash Flow Statement Important + How Can it Help you to Achieve your Goals
  • Cash Flow Statement Explanation
  • Cash Flow Statement Example and Analysis
  • Step 5: Cash Flow Statement (How to Use the Step 5 Excel Tab)
  • Case Study #4: Helping Shark Virtual Reality with the Cash Flow Statement
  • Answer to Case Study #4: Helping Shark VR with the Cash Flow Statement
  • Financial Statement Analysis Conclusion (How All 3 Statements Are Related)

Financial Model Data Sources and Financial Models

  • Why is Financial Modelling Important & How Can it Help you to Achieve your Goals
  • You Already Know How to Model! : )
  • Model Data Source #1 of 3: SEC.gov
  • Model Data Source #2 of 3: Investor Relations (Also Called "I.R.")
  • Model Data Source #3 of 3: Yahoo Finance

The IPO of Shark Virtual Reality Part 1 (Cash #5 Modelling Shark VR)

  • THIS IS THE BIG ONE!!!!! WOHOOO!!!!!
  • Case Study #5: The S-1 for Shark Virtual Reality
  • Answer to Case Study #5: The S-1 for Shark Virtual Reality

Intro to Valuation (For all Types of Investors, Including Growth & Value 1)

  • Introduction to Valuation
  • More Detail on Growth Versus Value and P/E + P/R + DCF Overview
  • Exercise: Valuation Best Practices Quiz

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

  • What is DCF, Why is it Important and How Does it Work?
  • Calculating the Terminal Value
  • Calculating the Weighted Average Cost of Capital (WACC)
  • DCF Example
  • Step 6: DCF Valuation (How to Use the Step 6 Excel Tab)
  • Case Study #6: Valuation Using DCF for Shark Virtual Reality
  • Answer to Case Study #6: Valuation Using DCF for Shark Virtual Reality

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

  • What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio?
  • Price to Revenue Example
  • Step 7: Other Valuations (How to Use the Step 7 Excel Tab)
  • Case Study #7: Valuation Using P/R for Shark Virtual Reality
  • Answer to Case Study #7: Valuation Using P/R for Shark Virtual Reality

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

  • Introduction to P/E and Why it Matters
  • Case Study #8: Valuation Using P/E for Shark Virtual Reality
  • Answer to Case Study #8: Valuation Using P/E for Shark Virtual Reality
  • Additional Valuation Methodologies

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

  • Discussing of the Shark Virtual Reality IPO (Continues in the Next Lecture)
  • ...Additional Shark VR IPO Discussion and Who is this "Shark?"

How Hedge Funds & Mutual Funds Model and Value Shark VR (case #9 and #10

  • How Hedge Funds Create Financial Models and Target Prices
  • Case Study #9: Hedge Fund Valuation and Modeling of Shark Virtual Reality
  • Answer to Case Study #9: Hedge Fund Valuation and Modeling of Shark VR
  • How Mutual Funds Create Financial Models and Target Prices
  • Case Study #10: Mutual Fund Valuation and Modeling of Shark VR
  • Answer to Case Study #10: Mutual Fund Valuation and Modeling of Shark VR

Ethics & Compliance (Stay Out of Jail)

  • Compliance is CRUCIAL for all Financial Analysts

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

  • WOW WHAT A FINISH! Putting it all Together!

Bonus Materials

  • Bonus Lecture

Instructors

Mr Chris Haroun

Mr Chris Haroun
Professor
Udemy

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