Introduction to Hedge and Fund Careers
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.
Pay once, own it forever
Video Courses
Introduction and What is the Buy Side (Meaning Hedge Funds or Mutual Funds)?
| Lectures | Duration |
|---|---|
| 1. Course Introduction & Who is this Course For? | 5m 2s |
| 2. What is the Relationship Between the Buy Side and the Sell Side? | 5m 40s |
| 3. Practice Activity: Decide What Buy Side Role You Are Most Passionate About | 19s |
| 4. Practice Activity Results Analysis: Congratulations! | 3m 47s |
1. Course Introduction & Who is this Course For?
5m 2s
2. What is the Relationship Between the Buy Side and the Sell Side?
5m 40s
3. Practice Activity: Decide What Buy Side Role You Are Most Passionate About
19s
4. Practice Activity Results Analysis: Congratulations!
3m 47s
Hedge Funds Overview
| Lectures | Duration |
|---|---|
| 1. Hedge Funds Introduction | 9m 20s |
| 2. A Day in the Life of a Hedge Fund Analyst | 4m 39s |
| 3. Pros and Cons of Working at a Hedge Fund | 2m 8s |
| 4. Other Hedge Fund Strategies (Event Driven, Computer Trading etc.) | 4m 49s |
1. Hedge Funds Introduction
9m 20s
2. A Day in the Life of a Hedge Fund Analyst
4m 39s
3. Pros and Cons of Working at a Hedge Fund
2m 8s
4. Other Hedge Fund Strategies (Event Driven, Computer Trading etc.)
4m 49s
Mutual Funds Overview
| Lectures | Duration |
|---|---|
| 1. Mutual Funds Introduction | 6m 3s |
| 2. A Day in the Life of a Mutual Fund Analyst | 1m 7s |
| 3. Pros and Cons of Working at a Mutual Fund | 2m 57s |
1. Mutual Funds Introduction
6m 3s
2. A Day in the Life of a Mutual Fund Analyst
1m 7s
3. Pros and Cons of Working at a Mutual Fund
2m 57s
What is a Buy Side Research Process?
| Lectures | Duration |
|---|---|
| 1. Research Process Introduction | 1m 37s |
| 2. 8 Step Research Process | 7m 52s |
| 3. Completing an Investment Idea Template | 5m 15s |
| 4. Differences Between the Research Process at a Hedge Fund and at a Mutual Fun | 1m 21s |
1. Research Process Introduction
1m 37s
2. 8 Step Research Process
7m 52s
3. Completing an Investment Idea Template
5m 15s
4. Differences Between the Research Process at a Hedge Fund and at a Mutual Fun
1m 21s
Catalysts
| Lectures | Duration |
|---|---|
| 1. What is an Investment Catalyst and Why is it Important? | 1m 11s |
| 2. Catalysts for Hedge Funds | 5m 15s |
| 3. Catalysts for Mutual Funds | 4m 24s |
1. What is an Investment Catalyst and Why is it Important?
1m 11s
2. Catalysts for Hedge Funds
5m 15s
3. Catalysts for Mutual Funds
4m 24s
Coming Up with Hedge Fund Investment Ideas
| Lectures | Duration |
|---|---|
| 1. Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas. | 1m 13s |
| 2. Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes | 2m 48s |
| 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 |
| 5. Analyzing Technicals and Stop Losses | 14m 20s |
1. Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas.
1m 13s
2. Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes
2m 48s
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
5. Analyzing Technicals and Stop Losses
14m 20s
Coming Up with Mutual Fund Investment Ideas
| Lectures | Duration |
|---|---|
| 1. Introduction to Coming Up with Mutual Fund Long (Buy) Ideas. | 1m 24s |
| 2. How to Create and Pitch Mutual Fund Long (Buy) Ideas | 10m 30s |
1. Introduction to Coming Up with Mutual Fund Long (Buy) Ideas.
1m 24s
2. How to Create and Pitch Mutual Fund Long (Buy) Ideas
10m 30s
Accounting Part 1 of 3: Income Statement Analysis
| Lectures | Duration |
|---|---|
| 1. Why is the Income Statement Important & How Can It Help You Achieve Your Goals | 1m 49s |
| 2. Income Statement Explanation | 3m 57s |
| 3. Income Statement Example and Analysis | 8m 48s |
| 4. Income Statement Analysis Exercise | 1m 7s |
| 5. Income Statement Analysis Exercise Answers Explanations | 2m 57s |
1. Why is the Income Statement Important & How Can It Help You Achieve Your Goals
1m 49s
2. Income Statement Explanation
3m 57s
3. Income Statement Example and Analysis
8m 48s
4. Income Statement Analysis Exercise
1m 7s
5. Income Statement Analysis Exercise Answers Explanations
2m 57s
Accounting Part 2 of 3: Balance Sheet Analysis
| Lectures | Duration |
|---|---|
| 1. Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals | 1m 8s |
| 2. Balance Sheet Explanation | 2m 4s |
| 3. Balance Sheet Example and Analysis | 8m 40s |
| 4. Balance Sheet Analysis Exercise | 59s |
| 5. Balance Sheet Analysis Exercise Answer Explanations | 2m 39s |
1. Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals
1m 8s
2. Balance Sheet Explanation
2m 4s
3. Balance Sheet Example and Analysis
8m 40s
4. Balance Sheet Analysis Exercise
59s
5. Balance Sheet Analysis Exercise Answer Explanations
2m 39s
Accounting Part 3 of 3: Cash Flow Statement Analysis
| Lectures | Duration |
|---|---|
| 1. Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals | 1m 23s |
| 2. Cash Flow Statement Explanation | 2m 9s |
| 3. Cash Flow Statement Example and Analysis | 6m 34s |
| 4. Cash Flow Statement Analysis Exercise | 35s |
| 5. Cash Flow Statement Analysis Exercise Answer Explanations | 2m 8s |
| 6. Financial Statement Analysis Conclusion (How All 3 Statements Are Related) | 2m 17s |
1. Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals
1m 23s
2. Cash Flow Statement Explanation
2m 9s
3. Cash Flow Statement Example and Analysis
6m 34s
4. Cash Flow Statement Analysis Exercise
35s
5. Cash Flow Statement Analysis Exercise Answer Explanations
2m 8s
6. Financial Statement Analysis Conclusion (How All 3 Statements Are Related)
2m 17s
Financial Modeling Part 1 of 4: Introduction and Best Practices
| Lectures | Duration |
|---|---|
| 1. Why is Financial Modeling Important & How Can It Help You Achieve Your Goals | 2m |
| 2. Financial Modeling Best Practices | 5m 13s |
1. Why is Financial Modeling Important & How Can It Help You Achieve Your Goals
2m
2. Financial Modeling Best Practices
5m 13s
Financial Modeling Part 2 of 4: Where Do I Get Historical Data From?
| Lectures | Duration |
|---|---|
| 1. Why is Investor Relations+SEC.Gov Important & How Can It Help Me Build Models? | 1m 41s |
| 2. Introduction to Investor Relations (A Great Model Data Source) | 11m 17s |
| 3. Introduction to SEC.gov (Another Great Model Data Source) | 7m 7s |
| 4. Yahoo Finance (Another Great Model Data Source) | 5m 28s |
| 5. What is the Quarterly Earnings Call & Why Is It Important for Modeling Purposes? | 4m 36s |
1. Why is Investor Relations+SEC.Gov Important & How Can It Help Me Build Models?
1m 41s
2. Introduction to Investor Relations (A Great Model Data Source)
11m 17s
3. Introduction to SEC.gov (Another Great Model Data Source)
7m 7s
4. Yahoo Finance (Another Great Model Data Source)
5m 28s
5. What is the Quarterly Earnings Call & Why Is It Important for Modeling Purposes?
4m 36s
Financial Modeling Part 3 of 4: Case Study: Building a Model for LinkedIn
| Lectures | Duration |
|---|---|
| 1. Case Study Introduction and What You Will Learn in this Section | 1m 53s |
| 2. Qualitative Analysis on LinkedIn (Also..Please Be Mindful of Compliance Rules) | 5m 18s |
| 3. What is the Total Addressable Market for LinkedIn and Why is this Important? | 6m 10s |
| 4. LinkedIn Model Introduction | 5m 15s |
| 5. LinkedIn Model Discussion in More Detail (Historical Data Only) | 17m 47s |
| 6. Forecasting the LinkedIn Model | 16m 35s |
1. Case Study Introduction and What You Will Learn in this Section
1m 53s
2. Qualitative Analysis on LinkedIn (Also..Please Be Mindful of Compliance Rules)
5m 18s
3. What is the Total Addressable Market for LinkedIn and Why is this Important?
6m 10s
4. LinkedIn Model Introduction
5m 15s
5. LinkedIn Model Discussion in More Detail (Historical Data Only)
17m 47s
6. Forecasting the LinkedIn Model
16m 35s
Financial Modeling Part 4 of 4: Financial Model Exercise
| Lectures | Duration |
|---|---|
| 1. Financial Modeling Exercises Introduction | 49s |
| 2. Financial Modeling Exercise | 3m 33s |
| 3. Modeling Exercise Answer Explanations | 10m 9s |
1. Financial Modeling Exercises Introduction
49s
2. Financial Modeling Exercise
3m 33s
3. Modeling Exercise Answer Explanations
10m 9s
Valuation Part 1 of 6: Introduction and Best Practices
| Lectures | Duration |
|---|---|
| 1. Introduction to Valuation | 1m 13s |
| 2. More Detail on Growth Versus Value and P/E + P/R + DCF Overview | 4m 21s |
1. Introduction to Valuation
1m 13s
2. More Detail on Growth Versus Value and P/E + P/R + DCF Overview
4m 21s
Valuation Part 2 of 6: Discounted Cash Flow (DCF)
| Lectures | Duration |
|---|---|
| 1. What is DCF, Why is it Important and How Does it Work? | 6m 16s |
| 2. Calculating the Terminal Value | 2m 43s |
| 3. Calculating the Weighted Average Cost of Capital (WACC) | 6m 23s |
| 4. DCF Example | 7m 45s |
| 5. DCF Exercise | 1m 57s |
| 6. DCF Exercise Answer Explanations Part 1 of 2 | 19m 28s |
| 7. DCF Exercise Answer Explanations Part 2 of 2 | 10m 31s |
1. What is DCF, Why is it Important and How Does it Work?
6m 16s
2. Calculating the Terminal Value
2m 43s
3. Calculating the Weighted Average Cost of Capital (WACC)
6m 23s
4. DCF Example
7m 45s
5. DCF Exercise
1m 57s
6. DCF Exercise Answer Explanations Part 1 of 2
19m 28s
7. DCF Exercise Answer Explanations Part 2 of 2
10m 31s
Valuation Part 3 of 6: Price to Revenue
| Lectures | Duration |
|---|---|
| 1. What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio? | 2m 10s |
| 2. Price to Revenue Example | 1m 44s |
| 3. Price to Revenue Exercise Answer Explanations | 5m 14s |
1. What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio?
2m 10s
2. Price to Revenue Example
1m 44s
3. Price to Revenue Exercise Answer Explanations
5m 14s
Valuation Part 4 of 6: Price to Earnings & Additional Valuation Methodologies
| Lectures | Duration |
|---|---|
| 1. Introduction to P/E and Why it Matters | 2m 47s |
| 2. Price to Earnings Example | 2m 29s |
| 3. Price to Earnings Exercise Answer Explanations | 5m 44s |
| 4. Additional Valuation Methodologies | 1m 39s |
1. Introduction to P/E and Why it Matters
2m 47s
2. Price to Earnings Example
2m 29s
3. Price to Earnings Exercise Answer Explanations
5m 44s
4. Additional Valuation Methodologies
1m 39s
Valuation Part 5 of 6: Final Target Price Calculation & "TAM Sanity Check"
| Lectures | Duration |
|---|---|
| 1. Our Final Price Target Calculation | 31s |
| 2. Using the TAM to Verify How Realistic Our Target Price Is | 1m 7s |
1. Our Final Price Target Calculation
31s
2. Using the TAM to Verify How Realistic Our Target Price Is
1m 7s
Valuation Part 6 of 6: Differences in How Hedge & Mutual Funds Model & Value
| Lectures | Duration |
|---|---|
| 1. How Hedge Funds Create Financial Models and Target Prices | 6m 38s |
| 2. How Mutual Funds Create Financial Models and Target Prices | 8m 22s |
1. How Hedge Funds Create Financial Models and Target Prices
6m 38s
2. How Mutual Funds Create Financial Models and Target Prices
8m 22s
Assessing Financials with Formulas
| Lectures | Duration |
|---|---|
| 1. Introduction to Formulas | 36s |
| 2. Amazing Formulas to Assess Financials | 7m 30s |
| 3. Discussion of the Answers to the Formulas Exercise | 10m 24s |
1. Introduction to Formulas
36s
2. Amazing Formulas to Assess Financials
7m 30s
3. Discussion of the Answers to the Formulas Exercise
10m 24s
Interviewing Management & Additional Compliance Topics
| Lectures | Duration |
|---|---|
| 1. Interviewing Management as Part of the Investment Research Process | 8m 28s |
| 2. Important Compliance Topics | 3m 20s |
1. Interviewing Management as Part of the Investment Research Process
8m 28s
2. Important Compliance Topics
3m 20s
Buy Side Interview
| Lectures | Duration |
|---|---|
| 1. Getting Hired as a Mutual Fund Analyst | 5m 49s |
| 2. Getting Hired as a Hedge Fund Analyst | 9m 48s |
| 3. Interview Tips: Especially if You Have No Idea How to Answer a Question | 18m 4s |
1. Getting Hired as a Mutual Fund Analyst
5m 49s
2. Getting Hired as a Hedge Fund Analyst
9m 48s
3. Interview Tips: Especially if You Have No Idea How to Answer a Question
18m 4s
Keeping Your Boss (the Portfolio Manager) Happy at 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
Keeping Your Boss (the 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
Getting Promoted from Analyst to Portfolio Manager at a Hedge fund
| Lectures | Duration |
|---|---|
| 1. What is the Role of a Hedge Fund Portfolio Manager? | 14m 40s |
| 2. How to Get Promoted from Analyst to Portfolio Manager Part 1 of 2 | 19m 9s |
| 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?
14m 40s
2. How to Get Promoted from Analyst to Portfolio Manager Part 1 of 2
19m 9s
3. How to Get Promoted from Analyst to Portfolio Manager Part 2 of 2
14m 17s
Getting Promoted from Analyst to Portfolio Manager at a 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