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Udemy

The Complete Financial Analyst Training & Investing Course

via Udemy

Overview

Succeed as a Financial Analyst &Investor by Award Winning MBA Prof who worked @Goldman, in Hedge Funds & Venture Capital

What you'll learn:
  • 22+ hour complete financial analyst course!
  • #1 Best Selling Investing Course on Udemy!
  • How to pick stocks.
  • Become an expert in Excel for financial analysts (no prior Excel knowledge is required).
  • How to manage a portfolio.
  • How an IPO works.
  • How to build financial models.
  • How to get hired and promoted as a financial analyst.
  • How risk management works.
  • How to use technical analysis.
  • How to value companies.
  • Use and create Excel based templates developed by Chris to help you create financial statements from scratch (meaning income statements, balance sheets, cash flow statements and more).
  • Use and create Excel based templates developed by Chris to help you value companies using several different valuation methodologies, including P/E, P/R and Discounted Cash Flow (DCF).
  • Use and create Excel based templates developed by Chris to help you manage a portfolio.
  • How Monetary Policy works.
  • How Fiscal Policy works.
  • How interest rates are changed and why this is crucial to understand for successful financial analysts.
  • How to pitch long and short ideas to portfolio managers.
  • How to find great venture capital investment ideas.
  • How to come up with mutual fund investment ideas (longs - meaning buys) using an easy to understand top down and bottoms up research process.
  • How to come up with hedge fund investment ideas (longs and shorts) using an easy to understand top down and bottoms up research process.
  • Identify crucial catalysts (timed events) in order to know when the optimal time is to buy or short a stock.
  • Understand how investment banks (the 'Sell Side') can help you be more successful in a hedge fund or mutual fund career.
  • Analyze and understand an income statement (even if you have no experience with income statements).
  • Analyze and understand a balance sheet (even if you have no experience with balance sheets).
  • Analyze and understand a cash flow statement (even if you have no experience with cash flow statements).
  • Understand and use modeling best practices so you can create financial models.
  • Know where to get data in order to build a financial model (in depth understanding of identifying and using/navigating the best free websites and sources to build your financial model)!
  • Create a financial model (projecting the future) for an income statement.
  • Other valuation methodologies, including EV/Sales, EV/EBITDA, P/B, EV/FCF, etc.
  • Create a financial model (projecting the future) for a balance sheet.
  • Create a financial model (projecting the future) for a cash flow statement.
  • Understand valuation best practices so you can create target prices based on your financial models.
  • How to use Discounted Cash Flow (DCF) and how to create the Weighted Average Cost of Capital and Terminal values in order to pick target prices.
  • How to use P/E in order to pick target prices.
  • How to use P/R in order to pick target prices.
  • Come up with a target price based on an average of several different valuation methodologies.
  • Learn about 14 different Financial Analyst jobs and how they overlap and work together (including Investment Banking, Venture Capital, Private Equity, Private Wealth Management etc.).
  • Investment Banking: Understand from a high level perspective what an Investment Bank is as well as what the role/job is of an Investment Banking Financial Analyst, including the pros and cons.
  • Venture Capital: Understand from a high level perspective what a Venture Capital firm is as well as what the role/job is of a Venture Capital Financial Analyst, including the pros and cons.
  • Private Equity: Understand from a high level perspective what a Private Equity firm is as well as what the role/job is of a Private Equity Financial Analyst, including the pros and cons.
  • Private Wealth Management: Understand from a high level perspective what a Private Wealth Management firm is as well as what the role/job is of a Private Wealth Management Financial Analyst, including the pros and cons.
  • Sell Side Research Analyst: Understand from a high level perspective what a Sell Side Research Analyst’s firm is as well as what the role/job is of a Sell Side Research Financial Analyst, including the pros and cons.
  • Sales Trader: Understand from a high level perspective what a Sales Trader’s firm is as well as what the role/job is of a Sales Trader Financial Analyst, including the pros and cons.
  • Buy Side Trader: Understand from a high level perspective what a Buy Side Trader’s firm is as well as what the role/job is of a Buy Side Trader Financial Analyst, including the pros and cons.
  • Mutual Fund: Understand from a high level perspective what a Mutual Fund is as well as what the role/job is of a Mutual Fund Financial Analyst, including the pros and cons.
  • Sell Side Trader: Understand from a high level perspective what a Sell Side Trader’s firm is as well as what the role/job is of a Sell Side Trader Financial Analyst, including the pros and cons.
  • Large Non Finance Company: Understand from a high level perspective what a Large Non Finance Company firm is as well as what the role/job is of a Large Non Finance Company Financial Analyst, including the pros and cons.
  • Equity Capital Markets: Understand from a high level perspective what an Equity Capital Markets’ firm is as well as what the role/job is of a Equity Capital Markets Financial Analyst, including the pros and cons.
  • Hedge Fund: Understand from a high level perspective what a Hedge Fund is as well as what the role/job is of a Hedge Fund Financial Analyst, including the pros and cons.
  • Equity Sales: Understand from a high level perspective what an Equity Sales’ firm is as well as what the role/job is of an Equity Sales Financial Analyst, including the pros and cons.
  • Tech / Artificial Intelligence: Understand from a high level perspective what a Tech / Artificial Intelligence’s firm is as well as what the role/job is of a Tech / Artificial Intelligence Financial Analyst, including the pros and cons.
  • Learn what finance role you are most passionate about pursuing.

#1 Best Selling Investing Course on Udemy!Welcome toThe COMPLETE Financial Analyst Training and InvestingCourse by the author of the best selling business courseon Udemy,an award winning professor, Columbia MBA graduate, former Goldman, hedge fund founder,venture capitalist,TEDx Talk speaker,author & entrepreneur featuredin Forbes, Business Insider, Wired & Venture Beat.

I guarantee that this is THEmost thorough financial analystcourse available ANYWHERE on the market - or your money back.This is the most thorough and longestcourse 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 SachsCompany (MHS), which is the world's #1 (pretend)finance company. You will be going through our new hire Financial Analyst TrainingProgram boot camp. You will learn a lot about finance in this training program with NOTHEORY as you will be dealing with the employees and clients of our firmMHSCompany 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 financetraining program? I'll see you on the other side.


What Will YouLearn 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 Managementfirm is as well as what the role/job is of a Private Wealth ManagementFinancial Analyst, including the pros and cons.

  • Sell SideResearch Analyst: Understand from a high level perspective what a Sell SideResearch Analyst’s firm is as well as what the role/job is of a Sell SideResearch Financial Analyst, including the pros and cons.

  • SalesTrader: Understand from a high level perspective what a SalesTrader’sfirm is as well as what the role/job is of a SalesTraderFinancial 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 SalesFinancial Analyst, including the pros and cons.

  • Tech / Artificial Intelligence: Understand from a high level perspective what a Tech / Artificial Intelligence’sfirm is as well as what the role/job is of a Tech / Artificial IntelligenceFinancial 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 financecompanies and much more.

Thanks,
Chris

Syllabus

  • Course Introduction & How to Take this Course
  • Optional Exercise: Decide What Financial Analyst Role Interests You the Most
  • Global Macroeconomics + How the World of Finance Works + Excel Part 1/4: The IMF
  • Global Economics & Excel Part 2/4: The World Bank and Inflation
  • Global Econ. & Excel Part 3/4: Currencies, Monetary Policy and Interest Rates
  • Global Econ. +Excel Part 4/4: Fiscal Policy, WTO, Monopolies, Bitcoin & More
  • Foundations & Introducing "Portfolio Management, Investment & Excel Dashboard!"
  • Investment Banking Part 1: Introduction, Mergers & Acquisitions and the IPO
  • Investment Banking Part 2: Getting Hired, Promoted, Pros & Cons and Much More
  • Stock Markets + Portfolio Management: Part 1: Learn by Doing Excel Exercises
  • Stock Markets + Portfolio Management: Part 2: Learn by Doing Excel Exercises
  • Stock Markets + Portfolio Management: Part 3: Learn by Doing Excel Exercises
  • Stock Markets + Portfolio Management: Part 4: Learn by Doing Excel Exercises
  • Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 1
  • Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 2
  • "Sell Side" Equity Research Part 1: What is it + How they Research Investments
  • "Sell Side" Equity Research Part 2: Getting Promoted, Hired, Politics & More
  • Surprise Compliance Emergency Lecture (Please take Compliance Very Seriously)
  • Venture Capital Part 1: Introduction, Coming Up with Ideas + Beating Other VCs
  • Venture Capital Part 2: Getting Promoted, Hired, Pros & Cons, Politics in VC etc
  • "Buy Side" Part 1: Hedge Funds & Short Positions (Opposite of Owning a Stock)
  • "Buy Side" Part 2: Mutual Funds (Longer Term Investing, Unlike Most Hedgies)
  • "Buy Side" Part 3: What is a Buy Side Research Process?
  • "Buy Side" Part 4: Catalysts (Meaning the Reason to Invest as Timing is Crucial)
  • "Buy Side" Part 5: Coming Up with Hedge Fund (Shorter-Term) Investment Ideas
  • Trading Technical Analysis and Trader (and Other) Financial Analyst Roles
  • "Buy Side" Part 6: Coming Up with Mutual Fund (Longer Term) Investment Ideas
  • "Buy Side" Part 7: Buy Side Interview
  • "Buy Side" Part 8: Keeping Your Boss (Portfolio Manager) Happy @ a Hedge Fund
  • "Buy Side" Part 9: Keeping Your Boss (Portfolio Manager) Happy at a Mutual Fund
  • "Buy Side" Part 10: Beta & Getting Promoted from Analyst to Port. M. @Hedge fund
  • "Buy Side" Part 11: Getting Promoted from Analyst to PM @ Mutual Fund
  • Equity Sales Financial Analyst Role (Part of an Investment Bank)
  • Equity Capital Markets (ECM) Financial Analyst Role (Part of an Investment Bank)
  • Computer / Artificial Intelligence Financial Analyst Role
  • Private Equity Financial Analyst Role
  • Private Wealth Management
  • Large Non-Finance Company Financial Analyst Role
  • Introduction to Creating Financials, Modeling and Valuing Companies
  • Forecasting Revenue and Case Study #1: Projecting Shark VR’s Revenue
  • Intro to the Income Statement & Case #2: Making Shark VR’s Income Statement
  • Intro to the Balance Sheet & Case #3: Making Shark VR’s Balance Sheet
  • Intro to the Cash Flow Statement & Case #4: Making Shark VR’s CF Statement
  • Financial Model Data Sources and Financial Models
  • The IPO of Shark Virtual Reality Part 1 (Case #5 Modeling Shark VR)
  • Intro to Valuation (for All Types of Investors, including Growth & Value I
  • Valuation Using DCF & Case #6: Valuing Shark VR Using DCF
  • Valuation Using Price/Revenue (P/R) & Case #7: Valuing Shark VR Using P/R
  • Valuation Using P/E, Other Ways to Value Firms & Case #8: Valuing S
  • The IPO of Shark Virtual Reality Part 2: Valuing Shark VR & HOW DID THE DEAL DO?

Taught by

Chris Haroun

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