The Complete Financial Analyst Training & Investing Course
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The Complete Financial Analyst Training & Investing Course at UDEMY Overview
Duration | 23 hours |
Total fee | ₹7,900 |
Mode of learning | Online |
Difficulty level | Intermediate |
Official Website | Go to Website  |
Credential | Certificate |
The Complete Financial Analyst Training & Investing Course at UDEMY Highlights
- Earn a certificate after completion of course
- Get Full Lifetime Access
- 23 hours on-demand video
- Fee can be paid in installments
- 30 day money back guarantee
The Complete Financial Analyst Training & Investing Course at UDEMY Course details
- 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
- Anyone interested in becoming a better investor, stock picker, portfolio manager, analyst and much more.
- 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.
- This course provides a thorough understanding of financial analysis, investment strategies, and market dynamics, equipping you with the essential skills needed to make informed decisions and drive financial success.
- Excel in Finance: The Complete Financial Analyst Training & Investing Course equips you with comprehensive skills in financial analysis, investment strategies, and portfolio management.
- Master essential tools for data analysis and decision-making, ensuring a successful and strategic approach to financial management and investment endeavors.
The Complete Financial Analyst Training & Investing Course at UDEMY Curriculum
Course Introduction & How to Take this Course
Thank You Message from Chris
Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets
Introduction and How to Take this Course
Quick Access Index of Topics in this Course
Overview of Different Financial Analyst Roles and How They Work Together
What Are the Major Differences Between the Different Financial Analyst Roles?
What Are the Pros and Cons of Working as a Financial Analyst?
Optional Exercise: Decide What Financial Analyst Role Interests You the Most
How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy
Optional Practice Activity:Decide What Finance Role You're Most Passionate About
Practice Activity Results Analysis
Global Macroeconomics + How the World of Finance Works + Excel Part 1/4: The IMF
Introduction to Global Economics (What, Why & How of this Section)
Please note: for the next 5 mins I'm uploading a new 2nd lesson for 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 Economics & 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
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 & Valuation
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 Markets + Portfolio Management: Part 1: Learn by Doing Excel Exercises
Excel Exercise #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 Markets + 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 Markets + 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 Markets + 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)
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
"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
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 Roles
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 @ 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 Mutual 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. @Hedge fund
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 PM @ Mutual Fund
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, Modeling 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 the 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 Shark 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 the Cash Flow Statement & Case #4: Making Shark VR?????????????????????s CF Statement
Why is the Cash Flow Statement Important+How Can It Help You 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 Modeling Important & How Can It Help You 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 (Case #5 Modeling Shark VR)
THIS IS THE BIG ONE!!!!!! WOOOHOOO!!!!!
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 I
Introduction to Valuation
More Detail on Growth Versus Value and P/E + P/R + DCF Overview
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 VR 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 of 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
Buy Any/All of My Courses on Sale (Bonus Lecture)
2 Free Courses on How to Teach On Udemy
2 Free Courses on How to Teach on Udemy
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