Financial Analyst and Investor Course Video Course

Curriculum For This Course

• 1. Course Introduction & How to Take this Course 4 Videos 00:30:38
  • Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets 01:19
  • Introduction and How to Take this Course 13:03
  • What Are the Major Differences Between the Different Financial Analyst Roles? 11:28
  • What Are the Pros and Cons of Working as a Financial Analyst? 03:32
• 2. Optional Exercise: Decide What Financial Analyst Role Interests You the Most 2 Videos 00:06:49
  • How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy 03:23
  • Practice Activity Results Analysis 03:26
• 3. Global Macroeconomics + How the World of Finance Works + Excel Part 1/4: The IMF 6 Videos 01:13:45
  • Introduction to Global Economics (What, Why & How of this Section) 04:39
  • The International Monetary Fund, GDP and Why this Matters to Financial Analysts 04:50
  • Excel Exercise #1: Analyzing IMF GDP Data 05:33
  • Answers to Excel Exercise #1: Part 1 of 3 (Answers to Questions 1 through 12) 20:00
  • Answers to Excel Exercise #1: Part 2 of 3 (Answers to Questions 13 through 16) 19:46
  • Answers to Excel Exercise #1: Part 3 of 3 (Answers to Questions 17 through 20) 18:58
• 4. Global Economics & Excel Part 2/4: The World Bank and Inflation 3 Videos 00:08:40
  • The World Bank as Another Great Data Resource for Financial Analysts 02:26
  • Excel Exercise #2: Analyzing World Bank Inflation Data 01:03
  • Answers to the Excel Exercise #2 05:11
• 5. Global Econ. & Excel Part 3/4: Currencies, Monetary Policy and Interest Rates 4 Videos 00:47:38
  • How+ Why Do Interest Rates Change & Why this is Important for Financial Analysts 19:17
  • Understanding Currency Movements and Monetary Policy 16:56
  • Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics 00:46
  • Answers to the Excel Exercise #3 10:40
• 6. Global Econ. +Excel Part 4/4: Fiscal Policy, WTO, Monopolies, Bitcoin & More 4 Videos 00:21:41
  • Fiscal Policy and Economic Stimulation 13:46
  • The World Trade Organization as Another Great Resource for Financial Analysts 01:45
  • Monopolies & Oligopolies are the Best Investments 02:10
  • Side Note: Is Bitcoin the Largest Threat to National Monetary Policy Security? 04:00
• 7. Foundations & Introducing "Portfolio Management, Investment & Excel Dashboard!" 8 Videos 00:43:51
  • Finance Foundations Introduction 01:42
  • Quick Accounting Review and the Shark Virtual Reality IPO? : ) 01:40
  • Attached is Your 7 Step Template for Creating Financials, Models and Valuations! 04:09
  • What are Growth and Value Investors and Why this is Important to Your Success 05:14
  • What Financial Statements & Valuation Methods Matter Most to Which Analysts? 03:55
  • Excel Exercise #4: Formatting the Portfolio Dashboard 01:38
  • Answers to Excel Exercise #4: Part 1 of 2 (Answers to Questions 1 through 5) 08:55
  • Answers to Excel Exercise #4: Part 2 of 2 (Answers to Questions 5 through 10) 15:06
• 8. Investment Banking Part 1: Introduction, Mergers & Acquisitions and the IPO 5 Videos 00:53:20
  • What is Investment Banking and How Does it Work? 11:47
  • Deliverables that Investment Bankers Create 08:35
  • The IPO (Initial Public Offering) and the NDSR (Non Deal Roadshow) 09:04
  • Introduction to Investment Banking Modeling, Mergers & Acquisitions & Valuation 19:10
  • Coming up with M&A (Mergers & Acquisitions) Ideas 04:45
• 9. Investment Banking Part 2: Getting Hired, Promoted, Pros & Cons and Much More 5 Videos 00:38:13
  • How to Get Promoted in Investment Banking 07:08
  • 7 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) Jobs 19:23
  • How to "Manage Up" in Investment Banking and Financial Services in General 03:42
  • The Pros and Cons of Working in Investment Banking 04:11
  • Investment Banking Politics to Be Aware of 03:51
• 10. Stock Markets + Portfolio Management: Part 1: Learn by Doing Excel Exercises 4 Videos 00:56:48
  • Excel Exercise #5: Stock Market Index,Valuation, Earnings+Conditional Formatting 04:06
  • Answers to Excel Exercise #5: Part 1 of 3 (Answers to Questions 1 through 6) 18:49
  • Answers to Excel Exercise #5: Part 2 of 3 (Answers to Questions 7 through 9) 20:11
  • Answers to Excel Exercise #5: Part 3 of 3 (Answers to Questions 10 through 12) 13:42
• 11. Stock Markets + Portfolio Management: Part 2: Learn by Doing Excel Exercises 5 Videos 00:52:26
  • Exercise #6: Stock Sector Analysis, Risk Management, Data Feeds & Data Analysis 02:00
  • Answers to Excel Exercise #6: Part 1 of 4 (Answers to Questions 1 through 6) 17:25
  • Answers to Excel Exercise #6: Part 2 of 4 (Answers to Questions 7 through 8) 12:05
  • Answers to Excel Exercise #6: Part 3 of 4 (Answer to Question 9) 16:30
  • Answers to Excel Exercise #6: Part 4 of 4 (Answer to Question 10) 04:27
• 12. Stock Markets + Portfolio Management: Part 3: Learn by Doing Excel Exercises 5 Videos 00:44:39
  • Exercise #7: Introduction to the INCREDIBLE Yahoo Finance "A.P.I.!" 04:15
  • Answers to Excel Exercise #7: Part 1 of 3 (Answers to Questions 1 and 2) 16:44
  • Answers to Excel Exercise #7: Part 2 of 3 (Answer to Question 3) 12:39
  • Answers to Excel Exercise #7: Part 3 of 3 (Answers to Questions 4 and 5) 06:12
  • Side Note: It Shouldn't Be About $, But Here is What an Analyst Makes 04:52
• 13. Stock Markets + Portfolio Management: Part 4: Learn by Doing Excel Exercises 4 Videos 00:32:34
  • Excel Exercise #8: Introduction: FX Exchange, Spinners, Check-boxes and More! 02:17
  • Answers to Excel Exercise #8: Part 1 of 3 (Answers to Questions 1 through 7) 09:40
  • Answers to Excel Exercise #8: Part 2 of 3 (Answer to Question 8) 06:06
  • Answers to Excel Exercise #8: Part 3 of 3 (Answers to Questions 9 and 10) 14:31
• 14. Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 1 4 Videos 00:40:26
  • Exercise #9: Intro: VLOOKUP for Sector Drivers, Sector and Stock Risk Exposure 01:47
  • Answers to Excel Exercise #9: Part 1 of 3 (Answers to Questions 1 and 2) 17:51
  • Answers to Excel Exercise #9: Part 2 of 3 (Answers to Questions 3 through 7) 15:48
  • Answers to Excel Exercise #9: Part 3 of 3 (Answers to Questions 8 through 10) 05:01
• 15. Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 2 5 Videos 01:15:15
  • Exercise #10: Intro: Beta/Alpha+ More Portfolio/Risk Management Dashboard Topics 03:34
  • Answers to Excel Exercise #10: Part 1 of 4 (Answers to Questions 1 through 5) 18:21
  • Answers to Excel Exercise #10: Part 2 of 4 (Answers to Questions 6 through 8) 14:19
  • Answers to Excel Exercise #10: Part 3 of 4 (Answers to Questions 9 and 10) 20:18
  • Answers to Excel Exercise #10: Part 4 of 4 (Answers to Questions 11 through 17) 18:44
• 16. "Sell Side" Equity Research Part 1: What is it + How they Research Investments 7 Videos 00:42:55
  • What is the Sell Side and How Does it Work? 09:01
  • The Relationship Between the "Sell Side" and the"Buy Side" 05:27
  • Coming Up with Sell Side Research Ratings 06:34
  • How to Create a Detailed Investment Research Report (22 Page Template Attached) 09:13
  • Earnings Reports (What Are they and How to Write them) 07:58
  • How to Pitch Investments Ideas to the Buy Side (to Hedge and Mutual Funds) 02:42
  • Modeling for Sell Side Analysts 02:02
• 17. "Sell Side" Equity Research Part 2: Getting Promoted, Hired, Politics & More 6 Videos 00:22:45
  • How to Get Promoted in Sell Side Equity Research 04:00
  • 7 Things You Must Do to Get Hired as a Financial Analyst in Equity Research 01:52
  • How to Manage Up in Equity Research 05:51
  • The Pros and Cons of Being an Equity Research Analyst 03:45
  • Equity Sell Side Research Politics to Be Aware of 02:18
  • A Day in the Life of a Sell Side Analyst 05:01
• 18. Surprise Compliance Emergency Lecture (Please take Compliance Very Seriously) 2 Videos 00:07:11
  • Side Note: Important Compliance Topics 03:20
  • Please Be Careful and Always Compliant. Thanks 03:51
• 19. Venture Capital Part 1: Introduction, Coming Up with Ideas + Beating Other VCs 5 Videos 00:45:58
  • Venture Capital Overview 11:43
  • How Do You Find GREAT Venture Capital Ideas? 04:05
  • Pitching VC Ideas to the Partner You Work For 17:48
  • How Do You Win Deals in Venture Capital Over Other Firms? 06:13
  • How to Create Financial Models in the Venture Capital Sector 05:43
• 20. Venture Capital Part 2: Getting Promoted, Hired, Pros & Cons, Politics in VC etc 7 Videos 00:24:19
  • How to Get Promoted to Partner at a VC Firm 03:30
  • How to Get Hired at a VC Firm 04:05
  • How to Manage Up at a VC Firm 02:01
  • Venture Capital Pros and Cons 03:40
  • Politics at a VC Firm 02:09
  • Venture Capital a Day in the Life 05:12
  • Side Note: 10 Meetings Best Practices 03:44
• 21. "Buy Side" Part 1: Hedge Funds & Short Positions (Opposite of Owning a Stock) 5 Videos 00:23:26
  • Hedge Funds Introduction & How Does a Short Work (Opposite of Owning a Stock) 09:12
  • A Day in the Life of a Hedge Fund Analyst 04:39
  • Pros and Cons of Working at a Hedge Fund 02:09
  • Other Hedge Fund Strategies (Event Driven, Computer Trading etc.) 04:49
  • Side Note: You Need MANY Mentors if You Want a Promotion! 02:39
• 22. "Buy Side" Part 2: Mutual Funds (Longer Term Investing, Unlike Most Hedgies) 3 Videos 00:11:18
  • Mutual Funds Introduction & How Do they Work? 06:09
  • A Day in the Life of a Mutual Fund Analyst 02:13
  • Pros and Cons of Working at a Mutual Fund 02:56
• 23. "Buy Side" Part 3: What is a Buy Side Research Process? 5 Videos 00:25:31
  • Research Process Introduction 02:37
  • 8 Step Research Process 07:56
  • Completing an Investment Idea Template 05:12
  • Differences Between the Research Process at a Hedge Fund and at a Mutual Fun 01:23
  • Interviewing Management as Part of the Investment Research Process 08:25
• 24. "Buy Side" Part 4: Catalysts (Meaning the Reason to Invest as Timing is Crucial) 4 Videos 00:14:47
  • What is an Investment Catalyst and Why is it Important? 01:10
  • Catalysts for Hedge Funds 05:17
  • Catalysts for Mutual Funds 04:26
  • Side Note: More Details on the Quarterly Earnings Call 03:55
• 25. "Buy Side" Part 5: Coming Up with Hedge Fund (Shorter-Term) Investment Ideas 4 Videos 00:15:33
  • Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas. 01:11
  • Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes 06:03
  • How to Create and Pitch Hedge Fund Long Ideas 04:58
  • How to Create and Pitch Hedge Fund Short Ideas + Exercise 06:38
• 26. Trading Technical Analysis and Trader (and Other) Financial Analyst Roles 11 Videos 00:42:24
  • Analyzing Technicals and Stop Losses 14:26
  • Introduction to Traders and 9 Other Financial Analyst Roles 02:32
  • Salestrader Financial Analyst Role (Part of an Investment Bank) 01:04
  • Salestrader Pros and Cons 02:10
  • Salestrader Day in the Life 03:26
  • Sell Side Trader Financial Analyst Role (Part of an Investment Bank) 05:05
  • Sell Side Trader Pros and Cons 01:45
  • Sell Side Trader Day in the Life 03:12
  • Buy Side Trader (@ a Hedge Fund or Mutual Fund) Financial Analyst Role Overview 02:02
  • Buy Side Trader Pros and Cons 02:44
  • Buy Side Trader Day in the Life 04:02
• 27. "Buy Side" Part 6: Coming Up with Mutual Fund (Longer Term) Investment Ideas 2 Videos 00:11:55
  • Introduction to Coming Up with Mutual Fund Long (Buy) Ideas. 01:25
  • How to Create and Pitch Mutual Fund Long (Buy) Ideas 10:31
• 28. "Buy Side" Part 7: Buy Side Interview 2 Videos 00:15:32
  • Getting Hired as a Mutual Fund Analyst: 9 GREAT Strategies 05:46
  • Getting Hired as a Hedge Fund Analyst 09:48
• 29. "Buy Side" Part 8: Keeping Your Boss (Portfolio Manager) Happy @ a Hedge Fund 2 Videos 00:07:08
  • How to Manage Up (Yep - Your Boss Who is the Portfolio Manager) 03:35
  • Politics in Hedge Funds to Be Aware of 03:34
• 30. "Buy Side" Part 9: Keeping Your Boss (Portfolio Manager) Happy at a Mutual Fund 2 Videos 00:05:20
  • How to Manage Up (Yep - Your Boss Who is the Portfolio Manager) 03:28
  • Politics in Mutual Funds to Be Aware of 01:54
• 31. "Buy Side" Part 10: Beta & Getting Promoted from Analyst to Port. M. @Hedge fund 3 Videos 00:31:11
  • What is the Role of a Hedge Fund Portfolio Manager? 15:01
  • How to Get Promoted from Analyst to Portfolio Manager Part 1 of 2 01:54
  • How to Get Promoted from Analyst to Portfolio Manager Part 2 of 2 14:17
• 32. "Buy Side" Part 11: Getting Promoted from Analyst to PM @ Mutual Fund 2 Videos 00:10:46
  • What is the Role of a Mutual Fund Portfolio Manager? 04:52
  • How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund 05:56
• 33. Equity Sales Financial Analyst Role (Part of an Investment Bank) 3 Videos 00:10:59
  • Equity Sales Overview 02:17
  • Equity Sales Pros and Cons 02:53
  • Equity Sales Day in the Life 05:50
• 34. Equity Capital Markets (ECM) Financial Analyst Role (Part of an Investment Bank) 3 Videos 00:08:10
  • Equity Capital Markets (ECM) Overview 01:06
  • Equity Capital Markets (ECM) Pros and Cons 01:58
  • Equity Capital Markets (ECM) Day in the Life 05:08
• 35. Computer / Artificial Intelligence Financial Analyst Role 3 Videos 00:08:50
  • Computer / Artificial Intelligence Overview 01:10
  • Computer / Artificial Intelligence Pros and Cons 03:30
  • Computer / Artificial Intelligence Day in the Life 04:11
• 36. Private Equity Financial Analyst Role 3 Videos 00:08:18
  • Private Equity Overview 01:35
  • Private Equity Day in the Life 03:42
  • Private Equity Pros and Cons....AND A SURPRISE! 03:02
• 37. Private Wealth Management 3 Videos 00:05:01
  • Private Wealth Management Overview 00:42
  • Private Wealth Management Pros and Cons 01:37
  • Private Wealth Management Day in the Life 02:42
• 38. Large Non-Finance Company Financial Analyst Role 3 Videos 00:05:07
  • Financial Analyst at a Large Non Finance Company Overview 01:20
  • Financial Analyst at a Large Non Finance Company Pros and Cons 01:20
  • Financial Analyst at a Large Non Finance Company Day in the Life 02:29
• 39. Introduction to Creating Financials, Modeling and Valuing Companies 2 Videos 00:12:15
  • Introducing Your "7 Step Financial Statement + Modeling + Valuation Template" 06:52
  • Step 1: Financial Modeling Best Practices 05:23
• 40. Forecasting Revenue and Case Study #1: Projecting Shark VR’s Revenue 3 Videos 00:43:55
  • Step 2: Forecasting Revenue (How to Use the Step 2 Excel Tab) 17:14
  • Case Study #1: Helping Shark Virtual Reality with Revenue Modeling 12:34
  • Answers to Case Study #1: Helping Shark Virtual Reality with Revenue Modeling 14:08
• 41. Intro to the Income Statement & Case #2: Making Shark VR’s Income Statement 6 Videos 00:54:16
  • Why is the Income Statement Important & How Can It Help You Achieve Your Goals 03:11
  • Income Statement Explanation 03:57
  • Income Statement Example and Analysis 08:47
  • Step 3: Income Statement (How to Use the Step 3 Excel Tab) 20:51
  • Case Study #2: Helping Shark Virtual Reality with the Income Statement 05:14
  • Answers to Case Study #2: Helping Shark Virtual Reality with Revenue Modeling 12:19
• 42. Intro to the Balance Sheet & Case #3: Making Shark VR’s Balance Sheet 6 Videos 00:29:16
  • Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals 01:12
  • Balance Sheet Explanation 02:04
  • Balance Sheet Example and Analysis 08:39
  • Step 4: Balance Sheet (How to Use the Step 4 Excel Tab) 07:42
  • Case Study #3: Helping Shark Virtual Reality with the Balance Sheet 03:08
  • Answer to Case Study #3: Helping Shark Virtual Reality with the Balance Sheet 06:31
• 43. Intro to the Cash Flow Statement & Case #4: Making Shark VR’s CF Statement 7 Videos 00:25:28
  • Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals 01:54
  • Cash Flow Statement Explanation 02:07
  • Cash Flow Statement Example and Analysis 06:33
  • Step 5: Cash Flow Statement (How to Use the Step 5 Excel Tab) 09:04
  • Case Study #4: Helping Shark Virtual Reality with the Cash Flow Statement 01:39
  • Answer to Case Study #4: Helping Shark VR with the Cash Flow Statement 01:55
  • Financial Statement Analysis Conclusion (How All 3 Statements Are Related) 02:19
• 44. Financial Model Data Sources and Financial Models 5 Videos 00:27:35
  • Why is Financial Modeling Important & How Can It Help You Achieve Your Goals 02:15
  • You Already Know How to Model! : ) 01:23
  • Model Data Source #1 of 3: SEC.gov 07:21
  • Model Data Source #2 of 3: Investor Relations (Also Called "I.R.") 11:11
  • Model Data Source #3 of 3: Yahoo Finance 05:25
• 45. Intro to Valuation (for All Types of Investors, including Growth & Value I 2 Videos 00:06:29
  • Introduction to Valuation 01:16
  • More Detail on Growth Versus Value and P/E + P/R + DCF Overview 05:14
• 46. Valuation Using DCF & Case #6: Valuing Shark VR Using DCF 7 Videos 00:43:12
  • What is DCF, Why is it Important and How Does it Work? 06:18
  • Calculating the Terminal Value 02:43
  • Calculating the Weighted Average Cost of Capital (WACC) 06:16
  • DCF Example 07:45
  • Step 6: DCF Valuation (How to Use the Step 6 Excel Tab) 17:08
  • Case Study #6: Valuation Using DCF for Shark Virtual Reality 00:24
  • Answer to Case Study #6: Valuation Using DCF for Shark Virtual Reality 02:42
• 47. Valuation Using Price/Revenue (P/R) & Case #7: Valuing Shark VR Using P/R 5 Videos 00:17:01
  • What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio? 01:59
  • Price to Revenue Example 01:44
  • Step 7: Other Valuations (How to Use the Step 7 Excel Tab) 08:33
  • Case Study #7: Valuation Using P/R for Shark Virtual Reality 03:06
  • Answer to Case Study #7: Valuation Using P/R for Shark Virtual Reality 01:39
• 48. Valuation Using P/E, Other Ways to Value Firms & Case #8: Valuing S 4 Videos 00:06:44
  • Introduction to P/E and Why it Matters 02:46
  • Case Study #8: Valuation Using P/E for Shark Virtual Reality 01:10
  • Answer to Case Study #8: Valuation Using P/E for Shark Virtual Reality 01:04
  • Additional Valuation Methodologies 01:44
• 49. The IPO of Shark Virtual Reality Part 2: Valuing Shark VR & HOW DID THE DEAL DO? 2 Videos 00:24:10
  • Discussing of the Shark Virtual Reality IPO (Continues in the Next Lecture) 14:50
  • ...Additional Shark VR IPO Discussion and Who is this "Shark?" 09:21
• 50. How Hedge Funds & Mutual Funds Model and Value Shark VR (Case #9 and #10) 6 Videos 00:09:14
  • How Hedge Funds Create Financial Models and Target Prices 00:58
  • Case Study #9: Hedge Fund Valuation and Modeling of Shark Virtual Reality 01:12
  • Answer to Case Study #9: Hedge Fund Valuation and Modeling of Shark VR 01:34
  • How Mutual Funds Create Financial Models and Target Prices 02:50
  • Case Study #10: Mutual Fund Valuation and Modeling of Shark VR 01:17
  • Answer to Case Study #10: Mutual Fund Valuation and Modeling of Shark VR 01:25
• 51. Ethics & Compliance (Stay Out of Jail) 1 Videos 00:10:41
  • Compliance is CRUCIAL for all Financial Analysts 10:41