The Complete Financial Analyst Training & Investing Course

  • Course provided by Udemy
  • Study type: Online
  • Starts: Anytime
  • Price: See latest price on Udemy
Udemy

Course 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 and 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.

Expected Outcomes

  1. 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. Show more Show less Curated for the Udemy Business collection Requirements Anyone can take this course (no prior knowledge of finance or Excel is required)! I recommend having the latest version of Excel if you want to complete all of the Excel exercises (the Windows and Mac versions of Excel both work with all downloadable files in this course). 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 and 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. Show more Show less Featured review Ji Eun Kim 7 courses 4 reviews Rating: 5.0 out of 5 9 months ago I just finished the course, it was truly amazing. I gained so much practical knowledge that was during my master in finance admission interview, and grasped overall structure in finance industry. Thanks a lot and looking forward to your other courses! Show more Show less Course content 54 sections • 225 lectures • 22h 30m total length Expand all sections Course Introduction & How to Take this Course 7 lectures • 35min Thank You Message from Chris 00:02 Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets Preview 01:18 Introduction and How to Take this Course Preview 14:22 Quick Access Index of Topics in this Course 00:18 Overview of Different Financial Analyst Roles and How They Work Together 03:46 What Are the Major Differences Between the Different Financial Analyst Roles? 11:27 What Are the Pros and Cons of Working as a Financial Analyst? 03:31 Optional Exercise: Decide What Financial Analyst Role Interests You the Most 3 lectures • 7min How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy 03:23 Optional Practice Activity:Decide What Finance Role You're Most Passionate About 00:11 Practice Activity Results Analysis 03:26 Global Macroeconomics + How the World of Finance Works + Excel Part 1/4: The IMF 6 lectures • 1hr 28min Introduction to Global Economics (What, Why & How of this Section) Preview 04:39 The International Monetary Fund, GDP and Why this Matters to Financial Analysts 19:05 Excel Exercise #1: Analyzing IMF GDP Data 05:33 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 Answers to Excel Exercise #1: Part 3 of 3 (Answers to Questions 17 through 20) 18:58 Global Economics & Excel Part 2/4: The World Bank and Inflation 3 lectures • 9min The World Bank as Another Great Data Resource for Financial Analysts 02:26 Excel Exercise #2: Analyzing World Bank Inflation Data 01:03 Answers to the Excel Exercise #2 05:11 Global Econ. & Excel Part 3/4: Currencies, Monetary Policy and Interest Rates 4 lectures • 48min How+ Why Do Interest Rates Change & Why this is Important for Financial Analysts 19:17 Understanding Currency Movements and Monetary Policy Preview 16:56 Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics 00:45 Answers to the Excel Exercise #3 10:40 Global Econ. +Excel Part 4/4: Fiscal Policy, WTO, Monopolies, Bitcoin & More 4 lectures • 22min Fiscal Policy and Economic Stimulation 13:46 The World Trade Organization as Another Great Resource for Financial Analysts 01:45 Monopolies & Oligopolies are the Best Investments 02:10 Quiz on Global Macroeconomics for Financial Analysts 25 questions Side Note: Is Bitcoin the Largest Threat to National Monetary Policy Security? 04:00 Foundations & Introducing "Portfolio Management, Investment & Excel Dashboard!" 8 lectures • 44min Finance Foundations Introduction Preview 01:42 Quick Accounting Review and the Shark Virtual Reality IPO? : ) 03:14 Attached is Your 7 Step Template for Creating Financials, Models and Valuations! Preview 04:09 What are Growth and Value Investors and Why this is Important to Your Success 05:13 What Financial Statements & Valuation Methods Matter Most to Which Analysts? Preview 03:54 Excel Exercise #4: Formatting the Portfolio Dashboard 01:38 Answers to Excel Exercise #4: Part 1 of 2 (Answers to Questions 1 through 5) 08:55 Answers to Excel Exercise #4: Part 2 of 2 (Answers to Questions 5 through 10) 15:06 Investment Banking Part 1: Introduction, Mergers & Acquisitions and the IPO 5 lectures • 53min What is Investment Banking and How Does it Work? 11:47 Deliverables that Investment Bankers Create Preview 08:35 The IPO (Initial Public Offering) and the NDSR (Non Deal Roadshow) 09:04 Introduction to Investment Banking Modeling, Mergers & Acquisitions & Valuation Preview 19:09 Coming up with M&A (Mergers & Acquisitions) Ideas 04:45 Investment Banking Part 2: Getting Hired, Promoted, Pros & Cons and Much More 5 lectures • 38min How to Get Promoted in Investment Banking 07:08 7 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) Jobs 19:23 How to "Manage Up" in Investment Banking and Financial Services in General 03:42 The Pros and Cons of Working in Investment Banking 04:10 Investment Banking Politics to Be Aware of 03:50 Stock Markets + Portfolio Management: Part 1: Learn by Doing Excel Exercises 4 lectures • 57min Excel Exercise #5: Stock Market Index,Valuation, Earnings+Conditional Formatting Preview 04:06 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 44 more sections Instructor Chris Haroun Award Winning MBA Professor, Venture Capitalist and Author. 4.5 Instructor Rating 167,395 Reviews 1,075,740 Students 54 Courses Chris has sold more than 1,000,000 of his online business & self improvement courses in 12 languages in 196 countries and his courses have been profiled in Business Insider, NBC, Inc, Forbes, CNN, Entrepreneur & on other business news websites. Chris is the author of the #1 best selling online business course called "An Entire MBA in 1 Course®” & many other courses. He’s the author of the book "101 Crucial Lessons They Don't Teach You in Business School®,"​ which Business Insider wrote is "the most popular book of 2016."​ Forbes called this book "1 of 6 books that all entrepreneurs must read right now."​ He is the founder & CEO of Haroun Education Ventures, an award winning business school professor, MBA graduate from Columbia University & former Goldman Sachs employee. He has raised/managed over $1bn in his career. He also has work experience at hedge fund giant Citadel, consulting firm Accenture & several firms that he has started, including an investment firm that had a venture capital investment in Facebook several years before the Facebook IPO. He is a frequent guest lecturer at several Bay Area MBA schools including Berkeley & Stanford. He also has an undergraduate degree with a major in Management Information Systems & International Business from McGill University where he is a McGill University Dobson Fellow (awarded for his work mentoring students with start up business models). He has founded several companies & serves on the boards of several Bay Area companies & charities, including The LEMO Foundation & Providing Opportunities for Women. He lives in Hillsborough, California. According to Business Insider "Haroun is one of the highest rated professors on Udemy, so you can expect to be in good hands through the course of your education."​ He is passionate about education as he believes that all problems can be solved via education. Show more Show less Udemy Business Teach on Udemy Get the app About us Contact us Careers Blog Help and Support Affiliate Impressum Kontakt Terms Privacy policy Cookie settings Sitemap © 2021 Udemy, Inc. window.handleCSSToggleButtonClick = function (event) { var target = event.currentTarget; var cssToggleId = target && target.dataset && target.dataset.cssToggleId; var input = cssToggleId && document.getElementById(cssToggleId); if (input) { if (input.dataset.type === 'checkbox') { input.dataset.checked = input.dataset.checked ? '' : 'checked'; } else { input.dataset.checked = input.dataset.allowToggle && input.dataset.checked ? 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  2. #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. Show more Show less Curated for the Udemy Business collection Requirements Anyone can take this course (no prior knowledge of finance or Excel is required)! I recommend having the latest version of Excel if you want to complete all of the Excel exercises (the Windows and Mac versions of Excel both work with all downloadable files in this course). 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 and 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. Show more Show less Featured review Ji Eun Kim 7 courses 4 reviews Rating: 5.0 out of 5 9 months ago I just finished the course, it was truly amazing. I gained so much practical knowledge that was during my master in finance admission interview, and grasped overall structure in finance industry. Thanks a lot and looking forward to your other courses! Show more Show less Course content 54 sections • 225 lectures • 22h 30m total length Expand all sections Course Introduction & How to Take this Course 7 lectures • 35min Thank You Message from Chris 00:02 Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets Preview 01:18 Introduction and How to Take this Course Preview 14:22 Quick Access Index of Topics in this Course 00:18 Overview of Different Financial Analyst Roles and How They Work Together 03:46 What Are the Major Differences Between the Different Financial Analyst Roles? 11:27 What Are the Pros and Cons of Working as a Financial Analyst? 03:31 Optional Exercise: Decide What Financial Analyst Role Interests You the Most 3 lectures • 7min How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy 03:23 Optional Practice Activity:Decide What Finance Role You're Most Passionate About 00:11 Practice Activity Results Analysis 03:26 Global Macroeconomics + How the World of Finance Works + Excel Part 1/4: The IMF 6 lectures • 1hr 28min Introduction to Global Economics (What, Why & How of this Section) Preview 04:39 The International Monetary Fund, GDP and Why this Matters to Financial Analysts 19:05 Excel Exercise #1: Analyzing IMF GDP Data 05:33 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 Answers to Excel Exercise #1: Part 3 of 3 (Answers to Questions 17 through 20) 18:58 Global Economics & Excel Part 2/4: The World Bank and Inflation 3 lectures • 9min The World Bank as Another Great Data Resource for Financial Analysts 02:26 Excel Exercise #2: Analyzing World Bank Inflation Data 01:03 Answers to the Excel Exercise #2 05:11 Global Econ. & Excel Part 3/4: Currencies, Monetary Policy and Interest Rates 4 lectures • 48min How+ Why Do Interest Rates Change & Why this is Important for Financial Analysts 19:17 Understanding Currency Movements and Monetary Policy Preview 16:56 Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics 00:45 Answers to the Excel Exercise #3 10:40 Global Econ. +Excel Part 4/4: Fiscal Policy, WTO, Monopolies, Bitcoin & More 4 lectures • 22min Fiscal Policy and Economic Stimulation 13:46 The World Trade Organization as Another Great Resource for Financial Analysts 01:45 Monopolies & Oligopolies are the Best Investments 02:10 Quiz on Global Macroeconomics for Financial Analysts 25 questions Side Note: Is Bitcoin the Largest Threat to National Monetary Policy Security? 04:00 Foundations & Introducing "Portfolio Management, Investment & Excel Dashboard!" 8 lectures • 44min Finance Foundations Introduction Preview 01:42 Quick Accounting Review and the Shark Virtual Reality IPO? : ) 03:14 Attached is Your 7 Step Template for Creating Financials, Models and Valuations! Preview 04:09 What are Growth and Value Investors and Why this is Important to Your Success 05:13 What Financial Statements & Valuation Methods Matter Most to Which Analysts? Preview 03:54 Excel Exercise #4: Formatting the Portfolio Dashboard 01:38 Answers to Excel Exercise #4: Part 1 of 2 (Answers to Questions 1 through 5) 08:55 Answers to Excel Exercise #4: Part 2 of 2 (Answers to Questions 5 through 10) 15:06 Investment Banking Part 1: Introduction, Mergers & Acquisitions and the IPO 5 lectures • 53min What is Investment Banking and How Does it Work? 11:47 Deliverables that Investment Bankers Create Preview 08:35 The IPO (Initial Public Offering) and the NDSR (Non Deal Roadshow) 09:04 Introduction to Investment Banking Modeling, Mergers & Acquisitions & Valuation Preview 19:09 Coming up with M&A (Mergers & Acquisitions) Ideas 04:45 Investment Banking Part 2: Getting Hired, Promoted, Pros & Cons and Much More 5 lectures • 38min How to Get Promoted in Investment Banking 07:08 7 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) Jobs 19:23 How to "Manage Up" in Investment Banking and Financial Services in General 03:42 The Pros and Cons of Working in Investment Banking 04:10 Investment Banking Politics to Be Aware of 03:50 Stock Markets + Portfolio Management: Part 1: Learn by Doing Excel Exercises 4 lectures • 57min Excel Exercise #5: Stock Market Index,Valuation, Earnings+Conditional Formatting Preview 04:06 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 44 more sections Instructor Chris Haroun Award Winning MBA Professor, Venture Capitalist and Author. 4.5 Instructor Rating 167,395 Reviews 1,075,740 Students 54 Courses Chris has sold more than 1,000,000 of his online business & self improvement courses in 12 languages in 196 countries and his courses have been profiled in Business Insider, NBC, Inc, Forbes, CNN, Entrepreneur & on other business news websites. Chris is the author of the #1 best selling online business course called "An Entire MBA in 1 Course®” & many other courses. He’s the author of the book "101 Crucial Lessons They Don't Teach You in Business School®,"​ which Business Insider wrote is "the most popular book of 2016."​ Forbes called this book "1 of 6 books that all entrepreneurs must read right now."​ He is the founder & CEO of Haroun Education Ventures, an award winning business school professor, MBA graduate from Columbia University & former Goldman Sachs employee. He has raised/managed over $1bn in his career. He also has work experience at hedge fund giant Citadel, consulting firm Accenture & several firms that he has started, including an investment firm that had a venture capital investment in Facebook several years before the Facebook IPO. He is a frequent guest lecturer at several Bay Area MBA schools including Berkeley & Stanford. He also has an undergraduate degree with a major in Management Information Systems & International Business from McGill University where he is a McGill University Dobson Fellow (awarded for his work mentoring students with start up business models). He has founded several companies & serves on the boards of several Bay Area companies & charities, including The LEMO Foundation & Providing Opportunities for Women. He lives in Hillsborough, California. According to Business Insider "Haroun is one of the highest rated professors on Udemy, so you can expect to be in good hands through the course of your education."​ He is passionate about education as he believes that all problems can be solved via education. Show more Show less Udemy Business Teach on Udemy Get the app About us Contact us Careers Blog Help and Support Affiliate Impressum Kontakt Terms Privacy policy Cookie settings Sitemap © 2021 Udemy, Inc. window.handleCSSToggleButtonClick = function (event) { var target = event.currentTarget; var cssToggleId = target && target.dataset && target.dataset.cssToggleId; var input = cssToggleId && document.getElementById(cssToggleId); if (input) { if (input.dataset.type === 'checkbox') { input.dataset.checked = input.dataset.checked ? '' : 'checked'; } else { input.dataset.checked = input.dataset.allowToggle && input.dataset.checked ? 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  3. 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. Show more Show less Curated for the Udemy Business collection Requirements Anyone can take this course (no prior knowledge of finance or Excel is required)! I recommend having the latest version of Excel if you want to complete all of the Excel exercises (the Windows and Mac versions of Excel both work with all downloadable files in this course). 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 and 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. Show more Show less Featured review Ji Eun Kim 7 courses 4 reviews Rating: 5.0 out of 5 9 months ago I just finished the course, it was truly amazing. I gained so much practical knowledge that was during my master in finance admission interview, and grasped overall structure in finance industry. Thanks a lot and looking forward to your other courses! Show more Show less Course content 54 sections • 225 lectures • 22h 30m total length Expand all sections Course Introduction & How to Take this Course 7 lectures • 35min Thank You Message from Chris 00:02 Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets Preview 01:18 Introduction and How to Take this Course Preview 14:22 Quick Access Index of Topics in this Course 00:18 Overview of Different Financial Analyst Roles and How They Work Together 03:46 What Are the Major Differences Between the Different Financial Analyst Roles? 11:27 What Are the Pros and Cons of Working as a Financial Analyst? 03:31 Optional Exercise: Decide What Financial Analyst Role Interests You the Most 3 lectures • 7min How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy 03:23 Optional Practice Activity:Decide What Finance Role You're Most Passionate About 00:11 Practice Activity Results Analysis 03:26 Global Macroeconomics + How the World of Finance Works + Excel Part 1/4: The IMF 6 lectures • 1hr 28min Introduction to Global Economics (What, Why & How of this Section) Preview 04:39 The International Monetary Fund, GDP and Why this Matters to Financial Analysts 19:05 Excel Exercise #1: Analyzing IMF GDP Data 05:33 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 Answers to Excel Exercise #1: Part 3 of 3 (Answers to Questions 17 through 20) 18:58 Global Economics & Excel Part 2/4: The World Bank and Inflation 3 lectures • 9min The World Bank as Another Great Data Resource for Financial Analysts 02:26 Excel Exercise #2: Analyzing World Bank Inflation Data 01:03 Answers to the Excel Exercise #2 05:11 Global Econ. & Excel Part 3/4: Currencies, Monetary Policy and Interest Rates 4 lectures • 48min How+ Why Do Interest Rates Change & Why this is Important for Financial Analysts 19:17 Understanding Currency Movements and Monetary Policy Preview 16:56 Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics 00:45 Answers to the Excel Exercise #3 10:40 Global Econ. +Excel Part 4/4: Fiscal Policy, WTO, Monopolies, Bitcoin & More 4 lectures • 22min Fiscal Policy and Economic Stimulation 13:46 The World Trade Organization as Another Great Resource for Financial Analysts 01:45 Monopolies & Oligopolies are the Best Investments 02:10 Quiz on Global Macroeconomics for Financial Analysts 25 questions Side Note: Is Bitcoin the Largest Threat to National Monetary Policy Security? 04:00 Foundations & Introducing "Portfolio Management, Investment & Excel Dashboard!" 8 lectures • 44min Finance Foundations Introduction Preview 01:42 Quick Accounting Review and the Shark Virtual Reality IPO? : ) 03:14 Attached is Your 7 Step Template for Creating Financials, Models and Valuations! Preview 04:09 What are Growth and Value Investors and Why this is Important to Your Success 05:13 What Financial Statements & Valuation Methods Matter Most to Which Analysts? Preview 03:54 Excel Exercise #4: Formatting the Portfolio Dashboard 01:38 Answers to Excel Exercise #4: Part 1 of 2 (Answers to Questions 1 through 5) 08:55 Answers to Excel Exercise #4: Part 2 of 2 (Answers to Questions 5 through 10) 15:06 Investment Banking Part 1: Introduction, Mergers & Acquisitions and the IPO 5 lectures • 53min What is Investment Banking and How Does it Work? 11:47 Deliverables that Investment Bankers Create Preview 08:35 The IPO (Initial Public Offering) and the NDSR (Non Deal Roadshow) 09:04 Introduction to Investment Banking Modeling, Mergers & Acquisitions & Valuation Preview 19:09 Coming up with M&A (Mergers & Acquisitions) Ideas 04:45 Investment Banking Part 2: Getting Hired, Promoted, Pros & Cons and Much More 5 lectures • 38min How to Get Promoted in Investment Banking 07:08 7 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) Jobs 19:23 How to "Manage Up" in Investment Banking and Financial Services in General 03:42 The Pros and Cons of Working in Investment Banking 04:10 Investment Banking Politics to Be Aware of 03:50 Stock Markets + Portfolio Management: Part 1: Learn by Doing Excel Exercises 4 lectures • 57