In-Depth Training on Financial Analysis and Investment Strategies

About Course

Welcome to the most comprehensive Financial Analyst Course available! This program is designed to sharpen your skills and boost your competitiveness in the finance world, whether your goal is to become a top financial analyst or an informed investor.
What You’ll Learn:
Stock Selection Strategies: Learn how to choose the best stocks for your portfolio.
Excel Mastery for Financial Analysis: Build advanced financial models using Excel.
Understanding IPOs: Get to grips with the initial public offering process.
Portfolio Management: Develop techniques to effectively manage investment portfolios.
Risk Management: Gain insights into assessing and managing financial risks.
Technical Analysis: Use technical indicators to analyze market trends.
Valuation Techniques: Learn methods to evaluate company worth.
Career Development: Gain guidance on navigating the job market and advancing in your career.
This is an entirely one-on-one course, providing personalized coaching tailored to your specific goals. We focus on hands-on learning, ensuring you gain practical skills without being overwhelmed by theory. Plus, with our satisfaction guarantee, you can enroll with confidence. Start your journey towards financial expertise today!

Learn how to pick stocks and build a portfolio. Master Excel skills tailored for financial analysts (no prior knowledge needed). Understand the mechanics of IPOs and financial models. Get hired and advance your career as a financial analyst. Gain insights into risk management and technical analysis. Learn to value companies using various methodologies (P/E, P/R, DCF). Use Excel templates to create financial statements from scratch. Manage portfolios with custom Excel templates developed by Chris. Understand Monetary and Fiscal Policies and their impact. Learn the significance of interest rates in financial analysis. Pitch long/short ideas effectively to portfolio managers. Identify venture capital and mutual fund investment opportunities.

Course Content

Computer / Artificial Intelligence Financial Analyst Role
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Computer / Artificial Intelligence Pros and Cons
Computer / Artificial Intelligence Day in the Life

“Buy Side” Part 4: Catalysts (Meaning the Reason to Invest as Timing is Crucial)
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“Buy Side” Part 5: Coming Up with Hedge Fund (Shorter-Term) Investment Ideas
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Trading Technical Analysis and Trader (and Other) Financial Analyst Roles
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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
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“Buy Side” Part 7: Buy Side Interview
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“Buy Side” Part 8: Keeping Your Boss (Portfolio Manager) Happy @ a Hedge Fund
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“Buy Side” Part 9: Keeping Your Boss (Portfolio Manager) Happy at a Mutual Fund
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“Buy Side” Part 10: Beta & Getting Promoted from Analyst to Port. M. @Hedge fund
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“Buy Side” Part 11: Getting Promoted from Analyst to PM @ Mutual Fund
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Equity Sales Financial Analyst Role (Part of an Investment Bank)
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Equity Capital Markets (ECM) Financial Analyst Role (Part of an Investment Bank)
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“Buy Side” Part 3: What is a Buy Side Research Process?
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Private Equity Financial Analyst Role
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Large Non-Finance Company Financial Analyst Role
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Forecasting Revenue and Case Study #1: Projecting Shark VR’s Revenue
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Intro to the Income Statement & Case #2: Making Shark VR’s Income Statement
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Step 3: Income Statement (How to Use the Step 3 Excel Tab)
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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
Balance Sheet Explanation
Balance Sheet Example and Analysis
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)
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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
Exercise: Valuation Best Practices Quiz
Valuation Using DCF & Case #6: Valuing Shark VR Using DCF
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)
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Step 7: Other Valuations (How to Use the Step 7 Excel Tab)
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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
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?
…Additional Shark VR IPO Discussion and Who is this “Shark?”
How Hedge Funds & Mutual Funds Model and Value Shark VR (Case #9 and #10)
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)
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Bonus Materials
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Stock Markets + Portfolio Management: Part 3: Learn by Doing Excel Exercises
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Optional Exercise: Decide What Financial Analyst Role Interests You the Most
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Global Macroeconomics + How the World of Finance Works + Excel Part 1/4: The IMF
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Global Economics & Excel Part 2/4: The World Bank and Inflation
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Global Econ. & Excel Part 3/4: Currencies, Monetary Policy and Interest Rates
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Global Econ. +Excel Part 4/4: Fiscal Policy, WTO, Monopolies, Bitcoin & More
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Foundations & Introducing “Portfolio Management, Investment & Excel Dashboard!”
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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
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Investment Banking Part 2: Getting Hired, Promoted, Pros & Cons and Much More
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Stock Markets + Portfolio Management: Part 1: Learn by Doing Excel Exercises
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Stock Markets + Portfolio Management: Part 2: Learn by Doing Excel Exercises
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Course Introduction & How to Take this Course
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Stock Markets + Portfolio Management: Part 4: Learn by Doing Excel Exercises
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Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 1
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Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 2
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“Sell Side” Equity Research Part 1: What is it + How they Research Investments
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“Sell Side” Equity Research Part 2: Getting Promoted, Hired, Politics & More
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Surprise Compliance Emergency Lecture (Please take Compliance Very Seriously)
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Venture Capital Part 1: Introduction, Coming Up with Ideas + Beating Other VCs
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Venture Capital Part 2: Getting Promoted, Hired, Pros & Cons, Politics in VC etc
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“Buy Side” Part 1: Hedge Funds & Short Positions (Opposite of Owning a Stock)
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“Buy Side” Part 2: Mutual Funds (Longer Term Investing, Unlike Most Hedgies)
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About Course

What Will You Learn?

Course Content

Computer / Artificial Intelligence Financial Analyst Role content

Computer / Artificial Intelligence Pros and Cons

Computer / Artificial Intelligence Day in the Life

“Buy Side” Part 4: Catalysts (Meaning the Reason to Invest as Timing is Crucial) content

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 content

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 content

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 content

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 content

How to Manage Up (Yep – Your Boss Who is the Portfolio Manager)

Getting Hired as a Hedge Fund Analyst

“Buy Side” Part 8: Keeping Your Boss (Portfolio Manager) Happy @ a Hedge Fund content

Politics in Hedge Funds to Be Aware of

“Buy Side” Part 9: Keeping Your Boss (Portfolio Manager) Happy at a Mutual Fund content

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 content

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 content

How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund

Equity Sales Financial Analyst Role (Part of an Investment Bank) content

Equity Sales Pros and Cons

Equity Sales Day in the Life

Equity Capital Markets (ECM) Financial Analyst Role (Part of an Investment Bank) content

Equity Capital Markets (ECM) Pros and Cons

Equity Capital Markets (ECM) Day in the Life

“Buy Side” Part 3: What is a Buy Side Research Process? content

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

Private Equity Financial Analyst Role content

Private Equity Day in the Life

Private Equity Pros and Cons….AND A SURPRISE!

Private Wealth Management

Private Wealth Management Pros and Cons

Private Wealth Management Day in the Life

Large Non-Finance Company Financial Analyst Role content

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

Step 1: Financial Modeling Best Practices

Forecasting Revenue and Case Study #1: Projecting Shark VR’s Revenue content

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 content

Income Statement Explanation

Income Statement Example and Analysis

Step 3: Income Statement (How to Use the Step 3 Excel Tab) content

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

Balance Sheet Explanation

Balance Sheet Example and Analysis

Case Study #3: Helping Shark Virtual Reality with the Balance Sheet