What you'll learn:
- You will learn how to analyze public & private companies based on my work experience at Goldman, Citadel, my hedge & VC funds & my MBA in Finance from Columbia.
- In this 98 hour comprehensive course you will also learn how to forecast financial statements for public and private companies.
- You will learn how to create and manage a diversified investment portfolio like professional investors do.
- You will learn how to invest in stocks (long and short), bonds, commodities, real estate and even basic and advanced options
- You will learn how to use my VFT framework, meaning valuation, fundamental, and technical analysis to make better long-term investment decisions.
Welcome to the “Finance & Accounting Masterclass: Invest + Forecast + Value + More!” by the end of this 123 hour course, you will be armed with many tools and frameworks, so that you understand how accounting and finance works from scratch.
Here are some of the many topics covered in this course:
You will learn how to analyze public and private companies based on my work experience working at Goldman Sachs, hedge fund Citadel and based on my work experience in venture capital, companies I have started and based on my MBA in finance from Columbia University.
You will learn how to forecast financial statements for public and private companies.
You will learn how to create and manage a diversified investment portfolio like professional investors do.
You will learn how to invest in stocks (long and short), bonds, commodities, real estate and even basic and advanced options.
You will learn how to use my VFT framework, meaning valuation, fundamental, and technical analysis to make better long-term investment decisions.
Regardless of whether it's your own money, your clients' money, or corporate or government portfolios, this masterclass is so comprehensive and enjoyable, you can go from being financially illiterate to a savvy professional investor in practically no time at all with the methods that you'll learn to use in these easy to apply lessons.
In this comprehensive course I provide you with many downloadable frameworks that I built for you, so you can enjoy finance and accounting topics and analyze any company or build financial statements from scratch or do personal budgeting, et cetera, and so much more.
Course Structure and Downloadable Workbooks & Many Finance and Accounting Templates:This 69 hour masterclass consists of four semesters of classes. In each semester, we have classes broken up into two or three topics and in all classes, attached you'll find a workbook in 3 different file formats that contain many frameworks and tools that you can use in order to take your finance or accounting skills to the next level!
The workbooks are in Google Docs format, another is in PDF format and another in Microsoft Word format, and all three have the exact same contents; please choose what workbook format works best for you, meaning Google Docs, Microsoft Word, or PDF. The workbooks contain links to many frameworks I created for you that you can download as well as optional resources and so much more.
The course is designed so that you can take it on a desktop, a laptop, a tablet, or even your cell phone - meaning an Android device, or an iOS device as well.
Here is an outline of what we cover in all 4 semesters in this comprehensive course:
Semester 1 of 4:
Class One
Topic 1: How Can We Build a Sales Focused Corporate Culture?
Topic 2: How Do CFOs & Heads of Sales Executives Quantify & forecast Sales?
Topic 3: How Can We Architect a More Advanced Excel Sales Dashboard (Without Coding)?
Class Two
Topic 1: Introduction to Accounting and Finance
Topic 2: New Introduction to The Balance Sheet
Topic 3: Creating Apple’s Balance Sheet
Class Three
Topic 1: Introduction to The Income Statement
Topic 2: The Relationship Between The Income Statement & The Balance Sheet
Topic 3: Creating Apple’s Income Statement
Class Four
Topic 1: How to Think Like a Bank Does
Topic 2: Introduction to The Cash Flow Statement
Topic 3: Creating Cowbell's Cashflow Statement
Class Five
Topic 1: Introduction to Investment Banking, The Initial Public Offering (IPO) and Mergers and Acquisitions (M&A)
Topic 2: The Anatomy of An IPO, The S-1 and The IPO Roadshow + The Anatomy of M&A Part 2
Topic 3: Investor Relations, 8-K, 10-Q, 10-K & The Earnings Call
Class Six
Topic 1: Introduction to The Sell Side, Trading Floors & Trading
Topic 2: Introduction to The V/F/T Investment Research Framework
Topic 3: How Does Technical Analysis Work?
Class Seven
Topic 1: Introduction to The Buy Side, Mutual Funds, Hedge Funds, Venture Capital and Private Equity Firms
Topic 2: Introduction to Valuation
Topic 3: P/E, P/B, P/R, Discounted Cash Flow (DCF) & EBITDA Multiples
Class Eight
Topic 1: Introduction to Financial Modeling (Predicting The Future & Being Comfortable With Uncertainty)
Topic 2: Synergies, Accretion & Dilution
Topic 3: Creating Our First Basic Financial Model & Target Price
Class Nine
Topic 1: Intro to Advanced Modeling & Valuation + 25 Best Practices for Modeling & Valuing Companies
Topic 2: Advanced Modeling of Financial Statements
Topic 3: Advanced Valuation
Class Ten
Topic 1: How to Come Up with Investment Ideas (Top Down Versus Bottoms Up Research)
Topic 2: My 8-Step Research Process
Topic 3: Using The VF and/or VFT Frameworks to Pick Investments
Class Eleven
Topic 1: Creating Value Investor Icon Warren Buffett’s Portfolio
Topic 2: Creating Growth Investor Icon William O’Neil’s Portfolio
Topic 3: ETFs, Bonds, REITs, Commodities
Semester 2 of 4
Class One
Topics 1-3: Saving [More] Money and Making Your Money Work for You
Class Two
Topic 1: Review of a Company’s Income Statement and Why It Is Similar to Our Own Income Statement
Topic 2: Save by Calculating Where Your Cash Is Going and Creating Your Current Income Statement
Topic 3: Creating Your New and Improved Income Statement
Class Three
Topic 1: Analyzing Your Personal Income Statement
Topic 2: Changing Your Perception of Money
Class Four
Topic 1: Analyzing Your B.S. (Balance Sheet) and Income Statement with Fun Math
Topic 2: Hiring a Financial Advisor and Or an Accountant to Help You with Your Money
Topic 3: Advanced Array Data Analysis and formula Construction
Class Five
Topic 1: Tax Strategies to Save You Money
Topic 2: Introduction to Tax forms and Filing Personal and Corporate Taxes
Topic 3: An Organized Paper Based Filing System for Managing Your Money
Class Six
Topic 1: Websites & Apps to Help You Track and Manage Your Personal Expenses
Topic 2: Investment Research Analysis on Intuit & Case Study of The Doj Blocking of Microsoft’s Hostile Acquisition of Intuit
Topic 3: Using Quicken Offline (Works In All Countries) With Our Filing System
Class Seven
Topic 1: Creating a Budget
Topic 2: Is Your $ Safe? Are Your Getting Ripped Off on Fees? Should You Switch Banks?
Topic 3: Wills, Trusts and Credit Scores
Class Eight
Topic 1: Introduction to Insurance
Topic 2: Identity Theft and Your Finances
Topic 3: Credit Cards, Loans and Leases
Class Nine
Topic 1: Profiles of Successful Wealthy People & How They Protect and Manage Their Money
Topic 2: Characteristics of Billionaires I Have Worked for
Topic 3: Why Is Warren Buffett So Successful?
Semester 3 of 4
Class One
Topic 1: Make More Money by Learning How to Avoid Paying High Investment Fees
Topic 2: Make More Money by Investing In
Topic 3: Data Analysis of ETFs Using Pivot Tables
Class Two
Topic 1: Introduction to Portfolio Management, Risk Management, Fixed Income and Yield Curves
Topic 2: Introduction to Your Excel Based Investment Portfolio Management System
Topic 3: Portfolio & Risk Management, Stock, Bond, Commodities, REITs & Diversification Exercises
Semester 4 of 4
Class One
Topic 1: Understanding The Power of The Time Value of Money & Your Money Work for You
Topics 2 and 3: Saving More Strategies
Class Two
Topic 1: Financial Research on Competition’s Valuation & Margins, Historical Growth)
Topic 2: Financial Research on Revenue forecast, Income Statement, Balance Sheet & Seasonality
Topic 3: Financial Research on Deferred Rev., P/E + P/R + DCF, Accounting Red Flags & Technicals)
Class Three
Topic 1: Building Your 100-150 Page Comprehensive Microsoft Word Research Report, Which Includes All 100 Steps
Topic 2: Building Your 1 Page Pdf Or Excel Research Report, Which Includes Highlights From All 100 Steps
Topic 3: Optional Topic Advanced Microsoft Excel Tips on How I Made The Spreadsheet
Class Four
Topic 1: Options and Stock Volatility, The Vix and More Steps
Topic 2: Valuation and Analysis of Options
Topic 3: 35+ Option Strategies
Get the confidence and tools you need to take your accounting and finance and investing career to the next level and join me in this comprehensive and fun course! : ) .
Thanks,
Chris Haroun
