Financial Analyst and Investor Course: Financial Analyst & Investor Course
What’s included
$14.99 / $24.99
Get ready for your exam by enrolling in our comprehensive training course. This course includes a full set of instructional videos designed to equip you with in-depth knowledge essential for passing the certification exam with flying colors.
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Video Courses
Course Introduction & How to Take this Course
| Lectures | Duration |
|---|---|
| 1. Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets | 1m 19s |
| 2. Introduction and How to Take this Course | 13m 3s |
| 3. What Are the Major Differences Between the Different Financial Analyst Roles? | 11m 28s |
| 4. What Are the Pros and Cons of Working as a Financial Analyst? | 3m 32s |
1. Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets
1m 19s
2. Introduction and How to Take this Course
13m 3s
3. What Are the Major Differences Between the Different Financial Analyst Roles?
11m 28s
4. What Are the Pros and Cons of Working as a Financial Analyst?
3m 32s
Optional Exercise: Decide What Financial Analyst Role Interests You the Most
| Lectures | Duration |
|---|---|
| 1. How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy | 3m 23s |
| 2. Practice Activity Results Analysis | 3m 26s |
1. How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy
3m 23s
2. Practice Activity Results Analysis
3m 26s
Global Macroeconomics + How the World of Finance Works + Excel Part 1/4: The IMF
| Lectures | Duration |
|---|---|
| 1. Introduction to Global Economics (What, Why & How of this Section) | 4m 39s |
| 2. The International Monetary Fund, GDP and Why this Matters to Financial Analysts | 4m 50s |
| 3. Excel Exercise #1: Analyzing IMF GDP Data | 5m 33s |
| 4. Answers to Excel Exercise #1: Part 1 of 3 (Answers to Questions 1 through 12) | 20m |
| 5. Answers to Excel Exercise #1: Part 2 of 3 (Answers to Questions 13 through 16) | 19m 46s |
| 6. Answers to Excel Exercise #1: Part 3 of 3 (Answers to Questions 17 through 20) | 18m 58s |
1. Introduction to Global Economics (What, Why & How of this Section)
4m 39s
2. The International Monetary Fund, GDP and Why this Matters to Financial Analysts
4m 50s
3. Excel Exercise #1: Analyzing IMF GDP Data
5m 33s
4. Answers to Excel Exercise #1: Part 1 of 3 (Answers to Questions 1 through 12)
20m
5. Answers to Excel Exercise #1: Part 2 of 3 (Answers to Questions 13 through 16)
19m 46s
6. Answers to Excel Exercise #1: Part 3 of 3 (Answers to Questions 17 through 20)
18m 58s
Global Economics & Excel Part 2/4: The World Bank and Inflation
| Lectures | Duration |
|---|---|
| 1. The World Bank as Another Great Data Resource for Financial Analysts | 2m 26s |
| 2. Excel Exercise #2: Analyzing World Bank Inflation Data | 1m 3s |
| 3. Answers to the Excel Exercise #2 | 5m 11s |
1. The World Bank as Another Great Data Resource for Financial Analysts
2m 26s
2. Excel Exercise #2: Analyzing World Bank Inflation Data
1m 3s
3. Answers to the Excel Exercise #2
5m 11s
Global Econ. & Excel Part 3/4: Currencies, Monetary Policy and Interest Rates
| Lectures | Duration |
|---|---|
| 1. How+ Why Do Interest Rates Change & Why this is Important for Financial Analysts | 19m 17s |
| 2. Understanding Currency Movements and Monetary Policy | 16m 56s |
| 3. Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics | 46s |
| 4. Answers to the Excel Exercise #3 | 10m 40s |
1. How+ Why Do Interest Rates Change & Why this is Important for Financial Analysts
19m 17s
2. Understanding Currency Movements and Monetary Policy
16m 56s
3. Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics
46s
4. Answers to the Excel Exercise #3
10m 40s
Global Econ. +Excel Part 4/4: Fiscal Policy, WTO, Monopolies, Bitcoin & More
| Lectures | Duration |
|---|---|
| 1. Fiscal Policy and Economic Stimulation | 13m 46s |
| 2. The World Trade Organization as Another Great Resource for Financial Analysts | 1m 45s |
| 3. Monopolies & Oligopolies are the Best Investments | 2m 10s |
| 4. Side Note: Is Bitcoin the Largest Threat to National Monetary Policy Security? | 4m |
1. Fiscal Policy and Economic Stimulation
13m 46s
2. The World Trade Organization as Another Great Resource for Financial Analysts
1m 45s
3. Monopolies & Oligopolies are the Best Investments
2m 10s
4. Side Note: Is Bitcoin the Largest Threat to National Monetary Policy Security?
4m
Foundations & Introducing "Portfolio Management, Investment & Excel Dashboard!"
| Lectures | Duration |
|---|---|
| 1. Finance Foundations Introduction | 1m 42s |
| 2. Quick Accounting Review and the Shark Virtual Reality IPO? : ) | 1m 40s |
| 3. Attached is Your 7 Step Template for Creating Financials, Models and Valuations! | 4m 9s |
| 4. What are Growth and Value Investors and Why this is Important to Your Success | 5m 14s |
| 5. What Financial Statements & Valuation Methods Matter Most to Which Analysts? | 3m 55s |
| 6. Excel Exercise #4: Formatting the Portfolio Dashboard | 1m 38s |
| 7. Answers to Excel Exercise #4: Part 1 of 2 (Answers to Questions 1 through 5) | 8m 55s |
| 8. Answers to Excel Exercise #4: Part 2 of 2 (Answers to Questions 5 through 10) | 15m 6s |
1. Finance Foundations Introduction
1m 42s
2. Quick Accounting Review and the Shark Virtual Reality IPO? : )
1m 40s
3. Attached is Your 7 Step Template for Creating Financials, Models and Valuations!
4m 9s
4. What are Growth and Value Investors and Why this is Important to Your Success
5m 14s
5. What Financial Statements & Valuation Methods Matter Most to Which Analysts?
3m 55s
6. Excel Exercise #4: Formatting the Portfolio Dashboard
1m 38s
7. Answers to Excel Exercise #4: Part 1 of 2 (Answers to Questions 1 through 5)
8m 55s
8. Answers to Excel Exercise #4: Part 2 of 2 (Answers to Questions 5 through 10)
15m 6s
Investment Banking Part 1: Introduction, Mergers & Acquisitions and the IPO
| Lectures | Duration |
|---|---|
| 1. What is Investment Banking and How Does it Work? | 11m 47s |
| 2. Deliverables that Investment Bankers Create | 8m 35s |
| 3. The IPO (Initial Public Offering) and the NDSR (Non Deal Roadshow) | 9m 4s |
| 4. Introduction to Investment Banking Modeling, Mergers & Acquisitions & Valuation | 19m 10s |
| 5. Coming up with M&A (Mergers & Acquisitions) Ideas | 4m 45s |
1. What is Investment Banking and How Does it Work?
11m 47s
2. Deliverables that Investment Bankers Create
8m 35s
3. The IPO (Initial Public Offering) and the NDSR (Non Deal Roadshow)
9m 4s
4. Introduction to Investment Banking Modeling, Mergers & Acquisitions & Valuation
19m 10s
5. Coming up with M&A (Mergers & Acquisitions) Ideas
4m 45s
Investment Banking Part 2: Getting Hired, Promoted, Pros & Cons and Much More
| Lectures | Duration |
|---|---|
| 1. How to Get Promoted in Investment Banking | 7m 8s |
| 2. 7 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) Jobs | 19m 23s |
| 3. How to "Manage Up" in Investment Banking and Financial Services in General | 3m 42s |
| 4. The Pros and Cons of Working in Investment Banking | 4m 11s |
| 5. Investment Banking Politics to Be Aware of | 3m 51s |
1. How to Get Promoted in Investment Banking
7m 8s
2. 7 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) Jobs
19m 23s
3. How to "Manage Up" in Investment Banking and Financial Services in General
3m 42s
4. The Pros and Cons of Working in Investment Banking
4m 11s
5. Investment Banking Politics to Be Aware of
3m 51s
Stock Markets + Portfolio Management: Part 1: Learn by Doing Excel Exercises
| Lectures | Duration |
|---|---|
| 1. Excel Exercise #5: Stock Market Index,Valuation, Earnings+Conditional Formatting | 4m 6s |
| 2. Answers to Excel Exercise #5: Part 1 of 3 (Answers to Questions 1 through 6) | 18m 49s |
| 3. Answers to Excel Exercise #5: Part 2 of 3 (Answers to Questions 7 through 9) | 20m 11s |
| 4. Answers to Excel Exercise #5: Part 3 of 3 (Answers to Questions 10 through 12) | 13m 42s |
1. Excel Exercise #5: Stock Market Index,Valuation, Earnings+Conditional Formatting
4m 6s
2. Answers to Excel Exercise #5: Part 1 of 3 (Answers to Questions 1 through 6)
18m 49s
3. Answers to Excel Exercise #5: Part 2 of 3 (Answers to Questions 7 through 9)
20m 11s
4. Answers to Excel Exercise #5: Part 3 of 3 (Answers to Questions 10 through 12)
13m 42s
Stock Markets + Portfolio Management: Part 2: Learn by Doing Excel Exercises
| Lectures | Duration |
|---|---|
| 1. Exercise #6: Stock Sector Analysis, Risk Management, Data Feeds & Data Analysis | 2m |
| 2. Answers to Excel Exercise #6: Part 1 of 4 (Answers to Questions 1 through 6) | 17m 25s |
| 3. Answers to Excel Exercise #6: Part 2 of 4 (Answers to Questions 7 through 8) | 12m 5s |
| 4. Answers to Excel Exercise #6: Part 3 of 4 (Answer to Question 9) | 16m 30s |
| 5. Answers to Excel Exercise #6: Part 4 of 4 (Answer to Question 10) | 4m 27s |
1. Exercise #6: Stock Sector Analysis, Risk Management, Data Feeds & Data Analysis
2m
2. Answers to Excel Exercise #6: Part 1 of 4 (Answers to Questions 1 through 6)
17m 25s
3. Answers to Excel Exercise #6: Part 2 of 4 (Answers to Questions 7 through 8)
12m 5s
4. Answers to Excel Exercise #6: Part 3 of 4 (Answer to Question 9)
16m 30s
5. Answers to Excel Exercise #6: Part 4 of 4 (Answer to Question 10)
4m 27s
Stock Markets + Portfolio Management: Part 3: Learn by Doing Excel Exercises
| Lectures | Duration |
|---|---|
| 1. Exercise #7: Introduction to the INCREDIBLE Yahoo Finance "A.P.I.!" | 4m 15s |
| 2. Answers to Excel Exercise #7: Part 1 of 3 (Answers to Questions 1 and 2) | 16m 44s |
| 3. Answers to Excel Exercise #7: Part 2 of 3 (Answer to Question 3) | 12m 39s |
| 4. Answers to Excel Exercise #7: Part 3 of 3 (Answers to Questions 4 and 5) | 6m 12s |
| 5. Side Note: It Shouldn't Be About $, But Here is What an Analyst Makes | 4m 52s |
1. Exercise #7: Introduction to the INCREDIBLE Yahoo Finance "A.P.I.!"
4m 15s
2. Answers to Excel Exercise #7: Part 1 of 3 (Answers to Questions 1 and 2)
16m 44s
3. Answers to Excel Exercise #7: Part 2 of 3 (Answer to Question 3)
12m 39s
4. Answers to Excel Exercise #7: Part 3 of 3 (Answers to Questions 4 and 5)
6m 12s
5. Side Note: It Shouldn't Be About $, But Here is What an Analyst Makes
4m 52s
Stock Markets + Portfolio Management: Part 4: Learn by Doing Excel Exercises
| Lectures | Duration |
|---|---|
| 1. Excel Exercise #8: Introduction: FX Exchange, Spinners, Check-boxes and More! | 2m 17s |
| 2. Answers to Excel Exercise #8: Part 1 of 3 (Answers to Questions 1 through 7) | 9m 40s |
| 3. Answers to Excel Exercise #8: Part 2 of 3 (Answer to Question 8) | 6m 6s |
| 4. Answers to Excel Exercise #8: Part 3 of 3 (Answers to Questions 9 and 10) | 14m 31s |
1. Excel Exercise #8: Introduction: FX Exchange, Spinners, Check-boxes and More!
2m 17s
2. Answers to Excel Exercise #8: Part 1 of 3 (Answers to Questions 1 through 7)
9m 40s
3. Answers to Excel Exercise #8: Part 2 of 3 (Answer to Question 8)
6m 6s
4. Answers to Excel Exercise #8: Part 3 of 3 (Answers to Questions 9 and 10)
14m 31s
Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 1
| Lectures | Duration |
|---|---|
| 1. Exercise #9: Intro: VLOOKUP for Sector Drivers, Sector and Stock Risk Exposure | 1m 47s |
| 2. Answers to Excel Exercise #9: Part 1 of 3 (Answers to Questions 1 and 2) | 17m 51s |
| 3. Answers to Excel Exercise #9: Part 2 of 3 (Answers to Questions 3 through 7) | 15m 48s |
| 4. Answers to Excel Exercise #9: Part 3 of 3 (Answers to Questions 8 through 10) | 5m 1s |
1. Exercise #9: Intro: VLOOKUP for Sector Drivers, Sector and Stock Risk Exposure
1m 47s
2. Answers to Excel Exercise #9: Part 1 of 3 (Answers to Questions 1 and 2)
17m 51s
3. Answers to Excel Exercise #9: Part 2 of 3 (Answers to Questions 3 through 7)
15m 48s
4. Answers to Excel Exercise #9: Part 3 of 3 (Answers to Questions 8 through 10)
5m 1s
Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 2
| Lectures | Duration |
|---|---|
| 1. Exercise #10: Intro: Beta/Alpha+ More Portfolio/Risk Management Dashboard Topics | 3m 34s |
| 2. Answers to Excel Exercise #10: Part 1 of 4 (Answers to Questions 1 through 5) | 18m 21s |
| 3. Answers to Excel Exercise #10: Part 2 of 4 (Answers to Questions 6 through 8) | 14m 19s |
| 4. Answers to Excel Exercise #10: Part 3 of 4 (Answers to Questions 9 and 10) | 20m 18s |
| 5. Answers to Excel Exercise #10: Part 4 of 4 (Answers to Questions 11 through 17) | 18m 44s |
1. Exercise #10: Intro: Beta/Alpha+ More Portfolio/Risk Management Dashboard Topics
3m 34s
2. Answers to Excel Exercise #10: Part 1 of 4 (Answers to Questions 1 through 5)
18m 21s
3. Answers to Excel Exercise #10: Part 2 of 4 (Answers to Questions 6 through 8)
14m 19s
4. Answers to Excel Exercise #10: Part 3 of 4 (Answers to Questions 9 and 10)
20m 18s
5. Answers to Excel Exercise #10: Part 4 of 4 (Answers to Questions 11 through 17)
18m 44s
"Sell Side" Equity Research Part 1: What is it + How they Research Investments
| Lectures | Duration |
|---|---|
| 1. What is the Sell Side and How Does it Work? | 9m 1s |
| 2. The Relationship Between the "Sell Side" and the"Buy Side" | 5m 27s |
| 3. Coming Up with Sell Side Research Ratings | 6m 34s |
| 4. How to Create a Detailed Investment Research Report (22 Page Template Attached) | 9m 13s |
| 5. Earnings Reports (What Are they and How to Write them) | 7m 58s |
| 6. How to Pitch Investments Ideas to the Buy Side (to Hedge and Mutual Funds) | 2m 42s |
| 7. Modeling for Sell Side Analysts | 2m 2s |
1. What is the Sell Side and How Does it Work?
9m 1s
2. The Relationship Between the "Sell Side" and the"Buy Side"
5m 27s
3. Coming Up with Sell Side Research Ratings
6m 34s
4. How to Create a Detailed Investment Research Report (22 Page Template Attached)
9m 13s
5. Earnings Reports (What Are they and How to Write them)
7m 58s
6. How to Pitch Investments Ideas to the Buy Side (to Hedge and Mutual Funds)
2m 42s
7. Modeling for Sell Side Analysts
2m 2s
"Sell Side" Equity Research Part 2: Getting Promoted, Hired, Politics & More
| Lectures | Duration |
|---|---|
| 1. How to Get Promoted in Sell Side Equity Research | 4m |
| 2. 7 Things You Must Do to Get Hired as a Financial Analyst in Equity Research | 1m 52s |
| 3. How to Manage Up in Equity Research | 5m 51s |
| 4. The Pros and Cons of Being an Equity Research Analyst | 3m 45s |
| 5. Equity Sell Side Research Politics to Be Aware of | 2m 18s |
| 6. A Day in the Life of a Sell Side Analyst | 5m 1s |
1. How to Get Promoted in Sell Side Equity Research
4m
2. 7 Things You Must Do to Get Hired as a Financial Analyst in Equity Research
1m 52s
3. How to Manage Up in Equity Research
5m 51s
4. The Pros and Cons of Being an Equity Research Analyst
3m 45s
5. Equity Sell Side Research Politics to Be Aware of
2m 18s
6. A Day in the Life of a Sell Side Analyst
5m 1s
Surprise Compliance Emergency Lecture (Please take Compliance Very Seriously)
| Lectures | Duration |
|---|---|
| 1. Side Note: Important Compliance Topics | 3m 20s |
| 2. Please Be Careful and Always Compliant | 3m 51s |
1. Side Note: Important Compliance Topics
3m 20s
2. Please Be Careful and Always Compliant
3m 51s
Venture Capital Part 1: Introduction, Coming Up with Ideas + Beating Other VCs
| Lectures | Duration |
|---|---|
| 1. Venture Capital Overview | 11m 43s |
| 2. How Do You Find GREAT Venture Capital Ideas? | 4m 5s |
| 3. Pitching VC Ideas to the Partner You Work For | 17m 48s |
| 4. How Do You Win Deals in Venture Capital Over Other Firms? | 6m 13s |
| 5. How to Create Financial Models in the Venture Capital Sector | 5m 43s |
1. Venture Capital Overview
11m 43s
2. How Do You Find GREAT Venture Capital Ideas?
4m 5s
3. Pitching VC Ideas to the Partner You Work For
17m 48s
4. How Do You Win Deals in Venture Capital Over Other Firms?
6m 13s
5. How to Create Financial Models in the Venture Capital Sector
5m 43s
Venture Capital Part 2: Getting Promoted, Hired, Pros & Cons, Politics in VC etc
| Lectures | Duration |
|---|---|
| 1. How to Get Promoted to Partner at a VC Firm | 3m 30s |
| 2. How to Get Hired at a VC Firm | 4m 5s |
| 3. How to Manage Up at a VC Firm | 2m 1s |
| 4. Venture Capital Pros and Cons | 3m 40s |
| 5. Politics at a VC Firm | 2m 9s |
| 6. Venture Capital a Day in the Life | 5m 12s |
| 7. Side Note: 10 Meetings Best Practices | 3m 44s |
1. How to Get Promoted to Partner at a VC Firm
3m 30s
2. How to Get Hired at a VC Firm
4m 5s
3. How to Manage Up at a VC Firm
2m 1s
4. Venture Capital Pros and Cons
3m 40s
5. Politics at a VC Firm
2m 9s
6. Venture Capital a Day in the Life
5m 12s
7. Side Note: 10 Meetings Best Practices
3m 44s
"Buy Side" Part 1: Hedge Funds & Short Positions (Opposite of Owning a Stock)
| Lectures | Duration |
|---|---|
| 1. Hedge Funds Introduction & How Does a Short Work (Opposite of Owning a Stock) | 9m 12s |
| 2. A Day in the Life of a Hedge Fund Analyst | 4m 39s |
| 3. Pros and Cons of Working at a Hedge Fund | 2m 9s |
| 4. Other Hedge Fund Strategies (Event Driven, Computer Trading etc.) | 4m 49s |
| 5. Side Note: You Need MANY Mentors if You Want a Promotion! | 2m 39s |
1. Hedge Funds Introduction & How Does a Short Work (Opposite of Owning a Stock)
9m 12s
2. A Day in the Life of a Hedge Fund Analyst
4m 39s
3. Pros and Cons of Working at a Hedge Fund
2m 9s
4. Other Hedge Fund Strategies (Event Driven, Computer Trading etc.)
4m 49s
5. Side Note: You Need MANY Mentors if You Want a Promotion!
2m 39s
"Buy Side" Part 2: Mutual Funds (Longer Term Investing, Unlike Most Hedgies)
| Lectures | Duration |
|---|---|
| 1. Mutual Funds Introduction & How Do they Work? | 6m 9s |
| 2. A Day in the Life of a Mutual Fund Analyst | 2m 13s |
| 3. Pros and Cons of Working at a Mutual Fund | 2m 56s |
1. Mutual Funds Introduction & How Do they Work?
6m 9s
2. A Day in the Life of a Mutual Fund Analyst
2m 13s
3. Pros and Cons of Working at a Mutual Fund
2m 56s
"Buy Side" Part 3: What is a Buy Side Research Process?
| Lectures | Duration |
|---|---|
| 1. Research Process Introduction | 2m 37s |
| 2. 8 Step Research Process | 7m 56s |
| 3. Completing an Investment Idea Template | 5m 12s |
| 4. Differences Between the Research Process at a Hedge Fund and at a Mutual Fun | 1m 23s |
| 5. Interviewing Management as Part of the Investment Research Process | 8m 25s |
1. Research Process Introduction
2m 37s
2. 8 Step Research Process
7m 56s
3. Completing an Investment Idea Template
5m 12s
4. Differences Between the Research Process at a Hedge Fund and at a Mutual Fun
1m 23s
5. Interviewing Management as Part of the Investment Research Process
8m 25s
"Buy Side" Part 4: Catalysts (Meaning the Reason to Invest as Timing is Crucial)
| Lectures | Duration |
|---|---|
| 1. What is an Investment Catalyst and Why is it Important? | 1m 10s |
| 2. Catalysts for Hedge Funds | 5m 17s |
| 3. Catalysts for Mutual Funds | 4m 26s |
| 4. Side Note: More Details on the Quarterly Earnings Call | 3m 55s |
1. What is an Investment Catalyst and Why is it Important?
1m 10s
2. Catalysts for Hedge Funds
5m 17s
3. Catalysts for Mutual Funds
4m 26s
4. Side Note: More Details on the Quarterly Earnings Call
3m 55s
"Buy Side" Part 5: Coming Up with Hedge Fund (Shorter-Term) Investment Ideas
| Lectures | Duration |
|---|---|
| 1. Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas. | 1m 11s |
| 2. Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes | 6m 3s |
| 3. How to Create and Pitch Hedge Fund Long Ideas | 4m 58s |
| 4. How to Create and Pitch Hedge Fund Short Ideas + Exercise | 6m 38s |
1. Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas.
1m 11s
2. Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes
6m 3s
3. How to Create and Pitch Hedge Fund Long Ideas
4m 58s
4. How to Create and Pitch Hedge Fund Short Ideas + Exercise
6m 38s
Trading Technical Analysis and Trader (and Other) Financial Analyst Roles
| Lectures | Duration |
|---|---|
| 1. Analyzing Technicals and Stop Losses | 14m 26s |
| 2. Introduction to Traders and 9 Other Financial Analyst Roles | 2m 32s |
| 3. Salestrader Financial Analyst Role (Part of an Investment Bank) | 1m 4s |
| 4. Salestrader Pros and Cons | 2m 10s |
| 5. Salestrader Day in the Life | 3m 26s |
| 6. Sell Side Trader Financial Analyst Role (Part of an Investment Bank) | 5m 5s |
| 7. Sell Side Trader Pros and Cons | 1m 45s |
| 8. Sell Side Trader Day in the Life | 3m 12s |
| 9. Buy Side Trader (@ a Hedge Fund or Mutual Fund) Financial Analyst Role Overview | 2m 2s |
| 10. Buy Side Trader Pros and Cons | 2m 44s |
| 11. Buy Side Trader Day in the Life | 4m 2s |
1. Analyzing Technicals and Stop Losses
14m 26s
2. Introduction to Traders and 9 Other Financial Analyst Roles
2m 32s
3. Salestrader Financial Analyst Role (Part of an Investment Bank)
1m 4s
4. Salestrader Pros and Cons
2m 10s
5. Salestrader Day in the Life
3m 26s
6. Sell Side Trader Financial Analyst Role (Part of an Investment Bank)
5m 5s
7. Sell Side Trader Pros and Cons
1m 45s
8. Sell Side Trader Day in the Life
3m 12s
9. Buy Side Trader (@ a Hedge Fund or Mutual Fund) Financial Analyst Role Overview
2m 2s
10. Buy Side Trader Pros and Cons
2m 44s
11. Buy Side Trader Day in the Life
4m 2s
"Buy Side" Part 6: Coming Up with Mutual Fund (Longer Term) Investment Ideas
| Lectures | Duration |
|---|---|
| 1. Introduction to Coming Up with Mutual Fund Long (Buy) Ideas. | 1m 25s |
| 2. How to Create and Pitch Mutual Fund Long (Buy) Ideas | 10m 31s |
1. Introduction to Coming Up with Mutual Fund Long (Buy) Ideas.
1m 25s
2. How to Create and Pitch Mutual Fund Long (Buy) Ideas
10m 31s
"Buy Side" Part 7: Buy Side Interview
| Lectures | Duration |
|---|---|
| 1. Getting Hired as a Mutual Fund Analyst: 9 GREAT Strategies | 5m 46s |
| 2. Getting Hired as a Hedge Fund Analyst | 9m 48s |
1. Getting Hired as a Mutual Fund Analyst: 9 GREAT Strategies
5m 46s
2. Getting Hired as a Hedge Fund Analyst
9m 48s
"Buy Side" Part 8: Keeping Your Boss (Portfolio Manager) Happy @ a Hedge Fund
| Lectures | Duration |
|---|---|
| 1. How to Manage Up (Yep - Your Boss Who is the Portfolio Manager) | 3m 35s |
| 2. Politics in Hedge Funds to Be Aware of | 3m 34s |
1. How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)
3m 35s
2. Politics in Hedge Funds to Be Aware of
3m 34s
"Buy Side" Part 9: Keeping Your Boss (Portfolio Manager) Happy at a Mutual Fund
| Lectures | Duration |
|---|---|
| 1. How to Manage Up (Yep - Your Boss Who is the Portfolio Manager) | 3m 28s |
| 2. Politics in Mutual Funds to Be Aware of | 1m 54s |
1. How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)
3m 28s
2. Politics in Mutual Funds to Be Aware of
1m 54s
"Buy Side" Part 10: Beta & Getting Promoted from Analyst to Port. M. @Hedge fund
| Lectures | Duration |
|---|---|
| 1. What is the Role of a Hedge Fund Portfolio Manager? | 15m 1s |
| 2. How to Get Promoted from Analyst to Portfolio Manager Part 1 of 2 | 1m 54s |
| 3. How to Get Promoted from Analyst to Portfolio Manager Part 2 of 2 | 14m 17s |
1. What is the Role of a Hedge Fund Portfolio Manager?
15m 1s
2. How to Get Promoted from Analyst to Portfolio Manager Part 1 of 2
1m 54s
3. How to Get Promoted from Analyst to Portfolio Manager Part 2 of 2
14m 17s
"Buy Side" Part 11: Getting Promoted from Analyst to PM @ Mutual Fund
| Lectures | Duration |
|---|---|
| 1. What is the Role of a Mutual Fund Portfolio Manager? | 4m 52s |
| 2. How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund | 5m 56s |
1. What is the Role of a Mutual Fund Portfolio Manager?
4m 52s
2. How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund
5m 56s
Equity Sales Financial Analyst Role (Part of an Investment Bank)
| Lectures | Duration |
|---|---|
| 1. Equity Sales Overview | 2m 17s |
| 2. Equity Sales Pros and Cons | 2m 53s |
| 3. Equity Sales Day in the Life | 5m 50s |
1. Equity Sales Overview
2m 17s
2. Equity Sales Pros and Cons
2m 53s
3. Equity Sales Day in the Life
5m 50s
Equity Capital Markets (ECM) Financial Analyst Role (Part of an Investment Bank)
| Lectures | Duration |
|---|---|
| 1. Equity Capital Markets (ECM) Overview | 1m 6s |
| 2. Equity Capital Markets (ECM) Pros and Cons | 1m 58s |
| 3. Equity Capital Markets (ECM) Day in the Life | 5m 8s |
1. Equity Capital Markets (ECM) Overview
1m 6s
2. Equity Capital Markets (ECM) Pros and Cons
1m 58s
3. Equity Capital Markets (ECM) Day in the Life
5m 8s
Computer / Artificial Intelligence Financial Analyst Role
| Lectures | Duration |
|---|---|
| 1. Computer / Artificial Intelligence Overview | 1m 10s |
| 2. Computer / Artificial Intelligence Pros and Cons | 3m 30s |
| 3. Computer / Artificial Intelligence Day in the Life | 4m 11s |
1. Computer / Artificial Intelligence Overview
1m 10s
2. Computer / Artificial Intelligence Pros and Cons
3m 30s
3. Computer / Artificial Intelligence Day in the Life
4m 11s
Private Equity Financial Analyst Role
| Lectures | Duration |
|---|---|
| 1. Private Equity Overview | 1m 35s |
| 2. Private Equity Day in the Life | 3m 42s |
| 3. Private Equity Pros and Cons....AND A SURPRISE! | 3m 2s |
1. Private Equity Overview
1m 35s
2. Private Equity Day in the Life
3m 42s
3. Private Equity Pros and Cons....AND A SURPRISE!
3m 2s
Private Wealth Management
| Lectures | Duration |
|---|---|
| 1. Private Wealth Management Overview | 42s |
| 2. Private Wealth Management Pros and Cons | 1m 37s |
| 3. Private Wealth Management Day in the Life | 2m 42s |
1. Private Wealth Management Overview
42s
2. Private Wealth Management Pros and Cons
1m 37s
3. Private Wealth Management Day in the Life
2m 42s
Large Non-Finance Company Financial Analyst Role
| Lectures | Duration |
|---|---|
| 1. Financial Analyst at a Large Non Finance Company Overview | 1m 20s |
| 2. Financial Analyst at a Large Non Finance Company Pros and Cons | 1m 20s |
| 3. Financial Analyst at a Large Non Finance Company Day in the Life | 2m 29s |
1. Financial Analyst at a Large Non Finance Company Overview
1m 20s
2. Financial Analyst at a Large Non Finance Company Pros and Cons
1m 20s
3. Financial Analyst at a Large Non Finance Company Day in the Life
2m 29s
Introduction to Creating Financials, Modeling and Valuing Companies
| Lectures | Duration |
|---|---|
| 1. Introducing Your "7 Step Financial Statement + Modeling + Valuation Template" | 6m 52s |
| 2. Step 1: Financial Modeling Best Practices | 5m 23s |
1. Introducing Your "7 Step Financial Statement + Modeling + Valuation Template"
6m 52s
2. Step 1: Financial Modeling Best Practices
5m 23s
Forecasting Revenue and Case Study #1: Projecting Shark VR’s Revenue
| Lectures | Duration |
|---|---|
| 1. Step 2: Forecasting Revenue (How to Use the Step 2 Excel Tab) | 17m 14s |
| 2. Case Study #1: Helping Shark Virtual Reality with Revenue Modeling | 12m 34s |
| 3. Answers to Case Study #1: Helping Shark Virtual Reality with Revenue Modeling | 14m 8s |
1. Step 2: Forecasting Revenue (How to Use the Step 2 Excel Tab)
17m 14s
2. Case Study #1: Helping Shark Virtual Reality with Revenue Modeling
12m 34s
3. Answers to Case Study #1: Helping Shark Virtual Reality with Revenue Modeling
14m 8s
Intro to the Income Statement & Case #2: Making Shark VR’s Income Statement
| Lectures | Duration |
|---|---|
| 1. Why is the Income Statement Important & How Can It Help You Achieve Your Goals | 3m 11s |
| 2. Income Statement Explanation | 3m 57s |
| 3. Income Statement Example and Analysis | 8m 47s |
| 4. Step 3: Income Statement (How to Use the Step 3 Excel Tab) | 20m 51s |
| 5. Case Study #2: Helping Shark Virtual Reality with the Income Statement | 5m 14s |
| 6. Answers to Case Study #2: Helping Shark Virtual Reality with Revenue Modeling | 12m 19s |
1. Why is the Income Statement Important & How Can It Help You Achieve Your Goals
3m 11s
2. Income Statement Explanation
3m 57s
3. Income Statement Example and Analysis
8m 47s
4. Step 3: Income Statement (How to Use the Step 3 Excel Tab)
20m 51s
5. Case Study #2: Helping Shark Virtual Reality with the Income Statement
5m 14s
6. Answers to Case Study #2: Helping Shark Virtual Reality with Revenue Modeling
12m 19s
Intro to the Balance Sheet & Case #3: Making Shark VR’s Balance Sheet
| Lectures | Duration |
|---|---|
| 1. Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals | 1m 12s |
| 2. Balance Sheet Explanation | 2m 4s |
| 3. Balance Sheet Example and Analysis | 8m 39s |
| 4. Step 4: Balance Sheet (How to Use the Step 4 Excel Tab) | 7m 42s |
| 5. Case Study #3: Helping Shark Virtual Reality with the Balance Sheet | 3m 8s |
| 6. Answer to Case Study #3: Helping Shark Virtual Reality with the Balance Sheet | 6m 31s |
1. Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals
1m 12s
2. Balance Sheet Explanation
2m 4s
3. Balance Sheet Example and Analysis
8m 39s
4. Step 4: Balance Sheet (How to Use the Step 4 Excel Tab)
7m 42s
5. Case Study #3: Helping Shark Virtual Reality with the Balance Sheet
3m 8s
6. Answer to Case Study #3: Helping Shark Virtual Reality with the Balance Sheet
6m 31s
Intro to the Cash Flow Statement & Case #4: Making Shark VR’s CF Statement
| Lectures | Duration |
|---|---|
| 1. Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals | 1m 54s |
| 2. Cash Flow Statement Explanation | 2m 7s |
| 3. Cash Flow Statement Example and Analysis | 6m 33s |
| 4. Step 5: Cash Flow Statement (How to Use the Step 5 Excel Tab) | 9m 4s |
| 5. Case Study #4: Helping Shark Virtual Reality with the Cash Flow Statement | 1m 39s |
| 6. Answer to Case Study #4: Helping Shark VR with the Cash Flow Statement | 1m 55s |
| 7. Financial Statement Analysis Conclusion (How All 3 Statements Are Related) | 2m 19s |
1. Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals
1m 54s
2. Cash Flow Statement Explanation
2m 7s
3. Cash Flow Statement Example and Analysis
6m 33s
4. Step 5: Cash Flow Statement (How to Use the Step 5 Excel Tab)
9m 4s
5. Case Study #4: Helping Shark Virtual Reality with the Cash Flow Statement
1m 39s
6. Answer to Case Study #4: Helping Shark VR with the Cash Flow Statement
1m 55s
7. Financial Statement Analysis Conclusion (How All 3 Statements Are Related)
2m 19s
Financial Model Data Sources and Financial Models
| Lectures | Duration |
|---|---|
| 1. Why is Financial Modeling Important & How Can It Help You Achieve Your Goals | 2m 15s |
| 2. You Already Know How to Model! : ) | 1m 23s |
| 3. Model Data Source #1 of 3: SEC.gov | 7m 21s |
| 4. Model Data Source #2 of 3: Investor Relations (Also Called "I.R.") | 11m 11s |
| 5. Model Data Source #3 of 3: Yahoo Finance | 5m 25s |
1. Why is Financial Modeling Important & How Can It Help You Achieve Your Goals
2m 15s
2. You Already Know How to Model! : )
1m 23s
3. Model Data Source #1 of 3: SEC.gov
7m 21s
4. Model Data Source #2 of 3: Investor Relations (Also Called "I.R.")
11m 11s
5. Model Data Source #3 of 3: Yahoo Finance
5m 25s
Intro to Valuation (for All Types of Investors, including Growth & Value I
| Lectures | Duration |
|---|---|
| 1. Introduction to Valuation | 1m 16s |
| 2. More Detail on Growth Versus Value and P/E + P/R + DCF Overview | 5m 14s |
1. Introduction to Valuation
1m 16s
2. More Detail on Growth Versus Value and P/E + P/R + DCF Overview
5m 14s
Valuation Using DCF & Case #6: Valuing Shark VR Using DCF
| Lectures | Duration |
|---|---|
| 1. What is DCF, Why is it Important and How Does it Work? | 6m 18s |
| 2. Calculating the Terminal Value | 2m 43s |
| 3. Calculating the Weighted Average Cost of Capital (WACC) | 6m 16s |
| 4. DCF Example | 7m 45s |
| 5. Step 6: DCF Valuation (How to Use the Step 6 Excel Tab) | 17m 8s |
| 6. Case Study #6: Valuation Using DCF for Shark Virtual Reality | 24s |
| 7. Answer to Case Study #6: Valuation Using DCF for Shark Virtual Reality | 2m 42s |
1. What is DCF, Why is it Important and How Does it Work?
6m 18s
2. Calculating the Terminal Value
2m 43s
3. Calculating the Weighted Average Cost of Capital (WACC)
6m 16s
4. DCF Example
7m 45s
5. Step 6: DCF Valuation (How to Use the Step 6 Excel Tab)
17m 8s
6. Case Study #6: Valuation Using DCF for Shark Virtual Reality
24s
7. Answer to Case Study #6: Valuation Using DCF for Shark Virtual Reality
2m 42s
Valuation Using Price/Revenue (P/R) & Case #7: Valuing Shark VR Using P/R
| Lectures | Duration |
|---|---|
| 1. What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio? | 1m 59s |
| 2. Price to Revenue Example | 1m 44s |
| 3. Step 7: Other Valuations (How to Use the Step 7 Excel Tab) | 8m 33s |
| 4. Case Study #7: Valuation Using P/R for Shark Virtual Reality | 3m 6s |
| 5. Answer to Case Study #7: Valuation Using P/R for Shark Virtual Reality | 1m 39s |
1. What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio?
1m 59s
2. Price to Revenue Example
1m 44s
3. Step 7: Other Valuations (How to Use the Step 7 Excel Tab)
8m 33s
4. Case Study #7: Valuation Using P/R for Shark Virtual Reality
3m 6s
5. Answer to Case Study #7: Valuation Using P/R for Shark Virtual Reality
1m 39s
Valuation Using P/E, Other Ways to Value Firms & Case #8: Valuing S
| Lectures | Duration |
|---|---|
| 1. Introduction to P/E and Why it Matters | 2m 46s |
| 2. Case Study #8: Valuation Using P/E for Shark Virtual Reality | 1m 10s |
| 3. Answer to Case Study #8: Valuation Using P/E for Shark Virtual Reality | 1m 4s |
| 4. Additional Valuation Methodologies | 1m 44s |
1. Introduction to P/E and Why it Matters
2m 46s
2. Case Study #8: Valuation Using P/E for Shark Virtual Reality
1m 10s
3. Answer to Case Study #8: Valuation Using P/E for Shark Virtual Reality
1m 4s
4. Additional Valuation Methodologies
1m 44s
The IPO of Shark Virtual Reality Part 2: Valuing Shark VR & HOW DID THE DEAL DO?
| Lectures | Duration |
|---|---|
| 1. Discussing of the Shark Virtual Reality IPO (Continues in the Next Lecture) | 14m 50s |
| 2. ...Additional Shark VR IPO Discussion and Who is this "Shark?" | 9m 21s |
1. Discussing of the Shark Virtual Reality IPO (Continues in the Next Lecture)
14m 50s
2. ...Additional Shark VR IPO Discussion and Who is this "Shark?"
9m 21s
How Hedge Funds & Mutual Funds Model and Value Shark VR (Case #9 and #10)
| Lectures | Duration |
|---|---|
| 1. How Hedge Funds Create Financial Models and Target Prices | 58s |
| 2. Case Study #9: Hedge Fund Valuation and Modeling of Shark Virtual Reality | 1m 12s |
| 3. Answer to Case Study #9: Hedge Fund Valuation and Modeling of Shark VR | 1m 34s |
| 4. How Mutual Funds Create Financial Models and Target Prices | 2m 50s |
| 5. Case Study #10: Mutual Fund Valuation and Modeling of Shark VR | 1m 17s |
| 6. Answer to Case Study #10: Mutual Fund Valuation and Modeling of Shark VR | 1m 25s |
1. How Hedge Funds Create Financial Models and Target Prices
58s
2. Case Study #9: Hedge Fund Valuation and Modeling of Shark Virtual Reality
1m 12s
3. Answer to Case Study #9: Hedge Fund Valuation and Modeling of Shark VR
1m 34s
4. How Mutual Funds Create Financial Models and Target Prices
2m 50s
5. Case Study #10: Mutual Fund Valuation and Modeling of Shark VR
1m 17s
6. Answer to Case Study #10: Mutual Fund Valuation and Modeling of Shark VR
1m 25s
Ethics & Compliance (Stay Out of Jail)
| Lectures | Duration |
|---|---|
| 1. Compliance is CRUCIAL for all Financial Analysts | 10m 41s |
1. Compliance is CRUCIAL for all Financial Analysts
10m 41s