- Thank You Message from Chris
- Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets
- Introduction and How to Take this Course
- Quick Access Index of Topics in this Course
- Overview of Different Financial Analyst Roles and How They Work Together
- What Are the Major Differences Between the Different Financial Analyst Roles?
- What Are the Pros and Cons of Working as a Financial Analyst?
Online
₹ 700 5,900
Quick facts
particular | details | |
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Medium of instructions
English
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Mode of learning
Self study
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Mode of Delivery
Video and Text Based
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Course and certificate fees
Fees information
certificate availability
certificate providing authority
The syllabus
Course Introduction & How to Take this Course
Optional Exercise: Decide What Financial Analyst Role Interests You The Most
- How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy
- Optional Practice Activity:Decide What Finance Role You're Most Passionate About
- Practice Activity Results Analysis
Global Macroeconomics + How The World of Finance Works + Excel Part 1/4: The IMF
- Introduction to Global Economics (What, Why & How of this Section)
- The International Monetary Fund, GDP and Why this Matters to Financial Analysts
- Excel Exercise #1: Analyzing IMF GDP Data
- Answers to Excel Exercise #1: Part 1 of 3 (Answers to Questions 1 through 12)
- Answers to Excel Exercise #1: Part 2 of 3 (Answers to Questions 13 through 16)
- Answers to Excel Exercise #1: Part 3 of 3 (Answers to Questions 17 through 20)
Global Macroeconomics & Excel Part 2/4: The World Bank and Inflation
- The World Bank as Another Great Data Resource for Financial Analysts
- Excel Exercise #2: Analyzing World Bank Inflation Data
- Answers to the Excel Exercise #2
Global Econ. & Excel Part 3/4: Currencies, Monetary Policy and Interest Rates
- How+ Why Do Interest Rates Change & Why this is Important for Financial Analysts
- Understanding Currency Movements and Monetary Policy
- Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics
- Answers to the Excel Exercise #3
Global Econ. + Excel Part 4/4: Fiscal Policy, WTO, Monopolies, Bitcoin & More
- Fiscal Policy and Economic Stimulation
- The World Trade Organization as Another Great Resource for Financial Analysts
- Monopolies & Oligopolies are the Best Investments
- Quiz on Global Macroeconomics for Financial Analysts
- Side Note: Is Bitcoin the Largest Threat to National Monetary Policy Security?
Foundations & Introducing "Portfolio Management, Investment & Excel Dashboard!"
- Finance Foundations Introduction
- Quick Accounting Review and the Shark Virtual Reality IPO? : )
- Attached is Your 7 Step Template for Creating Financials, Models and Valuations!
- What are Growth and Value Investors and Why this is Important to Your Success
- What Financial Statements & Valuation Methods Matter Most to Which Analysts?
- Excel Exercise #4: Formatting the Portfolio Dashboard
- Answers to Excel Exercise #4: Part 1 of 2 (Answers to Questions 1 through 5)
- Answers to Excel Exercise #4: Part 2 of 2 (Answers to Questions 5 through 10)
Investment Banking Part 1: Introduction, Mergers & Acquisitions and the IPO
- What is Investment Banking and How Does it Work?
- Deliverables that Investment Bankers Create
- The IPO (Initial Public Offering) and the NDSR (Non Deal Roadshow)
- Introduction to Investment Banking Modeling, Mergers & Acquisitions & ValuationPreview
- Coming up with M&A (Mergers & Acquisitions) Ideas
Investment Banking Part 2: Getting Hired, Promoted, Pros & Cons and Much More
- How to Get Promoted in Investment Banking
- 7 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) Jobs
- How to "Manage Up" in Investment Banking and Financial Services in General
- The Pros and Cons of Working in Investment Banking
- Investment Banking Politics to Be Aware of
Stock Market + Portfolio Management Part 1: Learn By Doing Excel Exercises
- Excel File #5: Stock Market Index, Valuation, Earnings + Conditional Formatting
- Answers to Excel Exercise #5: Part 1 of 3 (Answers to Questions 1 through 6)
- Answers to Excel Exercise #5: Part 2 of 3 (Answers to Questions 7 through 9)
- Answers to Excel Exercise #5: Part 3 of 3 (Answers to Questions 10 through 12)
Stock Market + Portfolio Management Part 2: Learn By Doing Excel Exercises
- Exercise #6: Stock Sector Analysis, Risk Management, Data Feeds & Data Analysis
- Answers to Excel Exercise #6: Part 1 of 4 (Answers to Questions 1 through 6)
- Answers to Excel Exercise #6: Part 2 of 4 (Answers to Questions 7 through 8)
- Answers to Excel Exercise #6: Part 3 of 4 (Answer to Question 9)
- Answers to Excel Exercise #6: Part 4 of 4 (Answer to Question 10)
Stock Market + Portfolio Management Part 3: Learn By Doing Excel Exercises
- Exercise #7: Introduction to the INCREDIBLE Yahoo Finance "A.P.I.!"
- Answers to Excel Exercise #7: Part 1 of 3 (Answers to Questions 1 and 2)
- Answers to Excel Exercise #7: Part 2 of 3 (Answer to Question 3)
- Answers to Excel Exercise #7: Part 3 of 3 (Answers to Questions 4 and 5)
- Side Note: It Shouldn’t Be About $, But Here is What an Analyst Makes
Stock Market + Portfolio Management Part 4: Learn By Doing Excel Exercises
- Excel Exercise #8: Introduction: FX Exchange, Spinners, Check-boxes and More!
- Answers to Excel Exercise #8: Part 1 of 3 (Answers to Questions 1-3)
- Answers to Excel Exercise #8: Part 2 of 3 (Answer to Questions 4-6)
- Answers to Excel Exercise #8: Part 3 of 3 (Answers to Questions 7-10)
Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 1
- Exercise #9: Intro: VLOOKUP for Sector Drivers, Sector and Stock Risk Exposure
- Answers to Excel Exercise #9: Part 1 of 3 (Answers to Questions 1 and 2)
- Answers to Excel Exercise #9: Part 2 of 3 (Answers to Questions 3 through 7)
- Answers to Excel Exercise #9: Part 3 of 3 (Answers to Questions 8 through 10)
Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 2
- Exercise #10: Intro: Beta/Alpha+ More Portfolio/Risk Management Dashboard Topics
- Answers to Excel Exercise #10: Part 1 of 4 (Answers to Questions 1 through 4)
- Answers to Excel Exercise #10: Part 2 of 4 (Answers to Questions 5 through 8)
- Answers to Excel Exercise #10: Part 3 of 4 (Answers to Questions 9 and 10)
- Answers to Excel Exercise #10: Part 4 of 4 (Answers to Questions 11 through 17)
"Sell Side" Equity Research Part 1: What is it + How They Research Investments
- What is the Sell Side and How Does it Work?
- The Relationship Between the "Sell Side" and the"Buy Side"
- Coming Up with Sell Side Research Ratings
- How to Create a Detailed Investment Research Report (22 Page Template Attached)Preview
- Earnings Reports (What Are they and How to Write them)
- How to Pitch Investments Ideas to the Buy Side (to Hedge and Mutual Funds)
- Modeling for Sell Side Analysts
"Sell Side" Equity Research Part 2: Getting Promoted, Hired, Politics & More
- How to Get Promoted in Sell Side Equity Research
- 7 Things You Must Do to Get Hired as a Financial Analyst in Equity Research
- How to Manage Up in Equity Research
- The Pros and Cons of Being an Equity Research Analyst
- Equity Sell Side Research Politics to Be Aware of
- A Day in the Life of a Sell Side Analyst
Surprise Compliance Emergency Lecture (Please Take Compliance Very Seriously)
- Side Note: Important Compliance Topics
- Please Be Careful and Always Compliant. Thanks
Venture Capital Part 1: Introduction, Coming Up With Ideas + Beating Other VCs
- Venture Capital Overview
- How Do You Find GREAT Venture Capital Ideas?
- Pitching VC Ideas to the Partner You Work For
- How Do You Win Deals in Venture Capital Over Other Firms?
- How to Create Financial Models in the Venture Capital Sector
Venture Capital Part 2: Getting Promoted, Hired, Pros & Cons, Politics in VC etc
- How to Get Promoted to Partner at a VC Firm
- How to Get Hired at a VC Firm
- How to Manage Up at a VC Firm
- Venture Capital Pros and Cons
- Politics at a VC Firm
- Venture Capital a Day in the Life
- Side Note: 10 Meetings Best Practices
"Buy Side" Part 1: Hedge Funds & Short Positions (Opposite of Owning a Stock)
- Hedge Funds Introduction & How Does a Short Work (Opposite of Owning a Stock)
- A Day in the Life of a Hedge Fund Analyst
- Pros and Cons of Working at a Hedge Fund
- Other Hedge Fund Strategies (Event Driven, Computer Trading etc.)
- Side Note: You Need MANY Mentors if You Want a Promotion!
"Buy Side" Part 2: Mutual Funds (Longer Term Investing, Unlike Most Hedgies)
- Mutual Funds Introduction & How Do they Work?
- A Day in the Life of a Mutual Fund Analyst
- Pros and Cons of Working at a Mutual Fund
"Buy Side" Part 3: What is a Buy Side Research Process
- Research Process Introduction
- 8 Step Research Process
- Completing an Investment Idea Template
- Differences Between the Research Process at a Hedge Fund and at a Mutual Fun
- Interviewing Management as Part of the Investment Research Process
- Quiz on the Investment Research Process
"Buy Side" Part 4: Catalysts (Meaning The Reason to Invest as Timing is Crucial)
- What is an Investment Catalyst and Why is it Important?
- Catalysts for Hedge Funds
- Catalysts for Mutual Funds
- Quiz on Catalysts
- Side Note: More Details on the Quarterly Earnings Call
"Buy Side" Part 5: Coming up with Hedge Fund (Shorter-Term) Investment Ideas
- Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas.
- Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes
- How to Create and Pitch Hedge Fund Long Ideas
- How to Create and Pitch Hedge Fund Short Ideas + Exercise
- Hedge Fund Idea Templates (Use these to impress your boss or potential boss)
Trading Technical Analysis and Trader (and Other) Financial Analyst Role
- Analyzing Technicals and Stop Losses
- Introduction to Traders and 9 Other Financial Analyst Roles
- Salestrader Financial Analyst Role (Part of an Investment Bank)
- Salestrader Pros and Cons
- Salestrader Day in the Life
- Sell Side Trader Financial Analyst Role (Part of an Investment Bank)
- Sell Side Trader Pros and Cons
- Sell Side Trader Day in the Life
- Buy Side Trader (@ a Hedge Fund or Mutual Fund) Financial Analyst Role Overview
- Buy Side Trader Pros and Cons
- Buy Side Trader Day in the Life
"Buy Side" Part 6: Coming up with Mutual Fund (Longer-Term) Investment Ideas
- Introduction to Coming Up with Mutual Fund Long (Buy) Ideas.
- How to Create and Pitch Mutual Fund Long (Buy) Ideas
- Long Only Mutual Fund Template (Use this to Impress your Boss/Potential Boss)
"Buy Side" Part 7: Buy Side Interview
- Getting Hired as a Mutual Fund Analyst: 9 GREAT Strategies
- Getting Hired as a Hedge Fund Analyst
"Buy Side" Part 8: Keeping Your Boss (Portfolio Manager) Happy at a Hedge Fund
- How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)
- Politics in Hedge Funds to Be Aware of
"Buy Side" Part 9: Keeping Your Boss (Portfolio Manager) Happy at a Hedge Fund
- How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)
- Politics in Mutual Funds to Be Aware of
"Buy Side" Part 10: Beta & Getting Promoted from Analyst to Port. M. at Hedge Funds
- What is the Role of a Hedge Fund Portfolio Manager?
- How to Get Promoted from Analyst to Portfolio Manager Part 1 of 2
- How to Get Promoted from Analyst to Portfolio Manager Part 2 of 2
"Buy Side" Part 11: Getting Promoted from Analyst to Port. M. at Mutual Funds
- What is the Role of a Mutual Fund Portfolio Manager?
- How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund
Equity Sales Financial Analyst Role (Part of an Investment Bank)
- Equity Sales Overview
- Equity Sales Pros and Cons
- Equity Sales Day in the Life
Equity Capital Markets (ECM) Financial Analyst Role (Part of an Investment Bank)
- Equity Capital Markets (ECM) Overview
- Equity Capital Markets (ECM) Pros and Cons
- Equity Capital Markets (ECM) Day in the Life
Computer / Artificial Intelligence Financial Analyst Role
- Computer / Artificial Intelligence Overview
- Computer / Artificial Intelligence Pros and Cons
- Computer / Artificial Intelligence Day in the Life
Private Equity Financial Analyst Role
- Private Equity Overview
- Private Equity Day in the Life
- Private Equity Pros and Cons....AND A SURPRISE!
Private Wealth Management
- Private Wealth Management Overview
- Private Wealth Management Pros and Cons
- Private Wealth Management Day in the Life
Large Non Finance Company Financial Analyst Role
- Financial Analyst at a Large Non Finance Company Overview
- Financial Analyst at a Large Non Finance Company Pros and Cons
- Financial Analyst at a Large Non Finance Company Day in the Life
Introduction to Creating Financials, Modelling and Valuing Companies
- Introducing Your "7 Step Financial Statement + Modeling + Valuation Template"
- Step 1: Financial Modeling Best Practices
Forecasting Revenue and Case Study #1: Projecting Shark VR's Revenue
- Step 2: Forecasting Revenue (How to Use the Step 2 Excel Tab)
- Case Study #1: Helping Shark Virtual Reality with Revenue Modeling
- Answers to Case Study #1: Helping Shark Virtual Reality with Revenue Modeling
Intro to Income Statement & Case #2: Making Shark VR's Income Statement
- Why is the Income Statement Important & How Can It Help You Achieve Your Goals
- Income Statement Explanation
- Income Statement Example and Analysis
- Step 3: Income Statement (How to Use the Step 3 Excel Tab)
- Case Study #2: Helping Shark Virtual Reality with the Income Statement
- Answers to Case Study #2: Helping Shark Virtual Reality with Revenue Modeling
Intro to the Balance Sheet & Case #3: Making Sharp VR's Balance Sheet
- Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals
- Balance Sheet Explanation
- Balance Sheet Example and Analysis
- Step 4: Balance Sheet (How to Use the Step 4 Excel Tab)
- Case Study #3: Helping Shark Virtual Reality with the Balance Sheet
- Answer to Case Study #3: Helping Shark Virtual Reality with the Balance Sheet
Intro to Cash Flow Statement & case #4: Making Sharp VR's CF Statement
- Why is the Cash Flow Statement Important + How Can it Help you to Achieve your Goals
- Cash Flow Statement Explanation
- Cash Flow Statement Example and Analysis
- Step 5: Cash Flow Statement (How to Use the Step 5 Excel Tab)
- Case Study #4: Helping Shark Virtual Reality with the Cash Flow Statement
- Answer to Case Study #4: Helping Shark VR with the Cash Flow Statement
- Financial Statement Analysis Conclusion (How All 3 Statements Are Related)
Financial Model Data Sources and Financial Models
- Why is Financial Modelling Important & How Can it Help you to Achieve your Goals
- You Already Know How to Model! : )
- Model Data Source #1 of 3: SEC.gov
- Model Data Source #2 of 3: Investor Relations (Also Called "I.R.")
- Model Data Source #3 of 3: Yahoo Finance
The IPO of Shark Virtual Reality Part 1 (Cash #5 Modelling Shark VR)
- THIS IS THE BIG ONE!!!!! WOHOOO!!!!!
- Case Study #5: The S-1 for Shark Virtual Reality
- Answer to Case Study #5: The S-1 for Shark Virtual Reality
Intro to Valuation (For all Types of Investors, Including Growth & Value 1)
- Introduction to Valuation
- More Detail on Growth Versus Value and P/E + P/R + DCF Overview
- Exercise: Valuation Best Practices Quiz
Valuation Using DCF & Case #6: Valuing Shark VR Using DCF
- What is DCF, Why is it Important and How Does it Work?
- Calculating the Terminal Value
- Calculating the Weighted Average Cost of Capital (WACC)
- DCF Example
- Step 6: DCF Valuation (How to Use the Step 6 Excel Tab)
- Case Study #6: Valuation Using DCF for Shark Virtual Reality
- Answer to Case Study #6: Valuation Using DCF for Shark Virtual Reality
Valuation using Price/Revenue (P/R) & Case #7: Valuing Shark PR Using P/R
- What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio?
- Price to Revenue Example
- Step 7: Other Valuations (How to Use the Step 7 Excel Tab)
- Case Study #7: Valuation Using P/R for Shark Virtual Reality
- Answer to Case Study #7: Valuation Using P/R for Shark Virtual Reality
Valuation using P/E, Other Ways to Value Firms & Case #8: Valuing S
- Introduction to P/E and Why it Matters
- Case Study #8: Valuation Using P/E for Shark Virtual Reality
- Answer to Case Study #8: Valuation Using P/E for Shark Virtual Reality
- Additional Valuation Methodologies
The IPO Shark Virtual Reality Part 2: Valuing Shark VR & HOW DID THE DEAL DO?
- Discussing of the Shark Virtual Reality IPO (Continues in the Next Lecture)
- ...Additional Shark VR IPO Discussion and Who is this "Shark?"
How Hedge Funds & Mutual Funds Model and Value Shark VR (case #9 and #10
- How Hedge Funds Create Financial Models and Target Prices
- Case Study #9: Hedge Fund Valuation and Modeling of Shark Virtual Reality
- Answer to Case Study #9: Hedge Fund Valuation and Modeling of Shark VR
- How Mutual Funds Create Financial Models and Target Prices
- Case Study #10: Mutual Fund Valuation and Modeling of Shark VR
- Answer to Case Study #10: Mutual Fund Valuation and Modeling of Shark VR
Ethics & Compliance (Stay Out of Jail)
- Compliance is CRUCIAL for all Financial Analysts
HOSTILE TAKEOVER ALERT & Course Conclusion!!! Wow....
- WOW WHAT A FINISH! Putting it all Together!
Bonus Materials
- Bonus Lecture
Instructors
Mr Chris Haroun
Professor
Udemy
Other Bachelors, MBA