Curriculum For This Course

Course Introduction & How to Take this Course

4Lectures

Time 00:30:38

Optional Exercise: Decide What Financial Analyst Role Interests You the Most

2Lectures

Time 00:06:49

Global Macroeconomics + How the World of Finance Works + Excel Part 1/4: The IMF

6Lectures

Time 01:13:45

Global Economics & Excel Part 2/4: The World Bank and Inflation

3Lectures

Time 00:08:40

Global Econ. & Excel Part 3/4: Currencies, Monetary Policy and Interest Rates

4Lectures

Time 00:47:38

Global Econ. +Excel Part 4/4: Fiscal Policy, WTO, Monopolies, Bitcoin & More

4Lectures

Time 00:21:41

Foundations & Introducing "Portfolio Management, Investment & Excel Dashboard!"

8Lectures

Time 00:43:51

Investment Banking Part 1: Introduction, Mergers & Acquisitions and the IPO

5Lectures

Time 00:53:20

Investment Banking Part 2: Getting Hired, Promoted, Pros & Cons and Much More

5Lectures

Time 00:38:13

Stock Markets + Portfolio Management: Part 1: Learn by Doing Excel Exercises

4Lectures

Time 00:56:48

Stock Markets + Portfolio Management: Part 2: Learn by Doing Excel Exercises

5Lectures

Time 00:52:26

Stock Markets + Portfolio Management: Part 3: Learn by Doing Excel Exercises

5Lectures

Time 00:44:39

Stock Markets + Portfolio Management: Part 4: Learn by Doing Excel Exercises

4Lectures

Time 00:32:34

Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 1

4Lectures

Time 00:40:26

Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 2

5Lectures

Time 01:15:15

"Sell Side" Equity Research Part 1: What is it + How they Research Investments

7Lectures

Time 00:42:55

"Sell Side" Equity Research Part 2: Getting Promoted, Hired, Politics & More

6Lectures

Time 00:22:45

Surprise Compliance Emergency Lecture (Please take Compliance Very Seriously)

2Lectures

Time 00:07:11

Venture Capital Part 1: Introduction, Coming Up with Ideas + Beating Other VCs

5Lectures

Time 00:45:58

Venture Capital Part 2: Getting Promoted, Hired, Pros & Cons, Politics in VC etc

7Lectures

Time 00:24:19

"Buy Side" Part 1: Hedge Funds & Short Positions (Opposite of Owning a Stock)

5Lectures

Time 00:23:26

"Buy Side" Part 2: Mutual Funds (Longer Term Investing, Unlike Most Hedgies)

3Lectures

Time 00:11:18

"Buy Side" Part 3: What is a Buy Side Research Process?

5Lectures

Time 00:25:31

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

4Lectures

Time 00:14:47

"Buy Side" Part 5: Coming Up with Hedge Fund (Shorter-Term) Investment Ideas

4Lectures

Time 00:15:33

Trading Technical Analysis and Trader (and Other) Financial Analyst Roles

11Lectures

Time 00:42:24

"Buy Side" Part 6: Coming Up with Mutual Fund (Longer Term) Investment Ideas

2Lectures

Time 00:11:55

"Buy Side" Part 7: Buy Side Interview

2Lectures

Time 00:15:32

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

2Lectures

Time 00:07:08

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

2Lectures

Time 00:05:20

"Buy Side" Part 10: Beta & Getting Promoted from Analyst to Port. M. @Hedge fund

3Lectures

Time 00:31:11

"Buy Side" Part 11: Getting Promoted from Analyst to PM @ Mutual Fund

2Lectures

Time 00:10:46

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

3Lectures

Time 00:10:59

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

3Lectures

Time 00:08:10

Computer / Artificial Intelligence Financial Analyst Role

3Lectures

Time 00:08:50

Private Equity Financial Analyst Role

3Lectures

Time 00:08:18

Private Wealth Management

3Lectures

Time 00:05:01

Large Non-Finance Company Financial Analyst Role

3Lectures

Time 00:05:07

Introduction to Creating Financials, Modeling and Valuing Companies

2Lectures

Time 00:12:15

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

3Lectures

Time 00:43:55

Intro to the Income Statement & Case #2: Making Shark VR’s Income Statement

6Lectures

Time 00:54:16

Intro to the Balance Sheet & Case #3: Making Shark VR’s Balance Sheet

6Lectures

Time 00:29:16

Intro to the Cash Flow Statement & Case #4: Making Shark VR’s CF Statement

7Lectures

Time 00:25:28

Financial Model Data Sources and Financial Models

5Lectures

Time 00:27:35

Intro to Valuation (for All Types of Investors, including Growth & Value I

2Lectures

Time 00:06:29

Valuation Using DCF & Case #6: Valuing Shark VR Using DCF

7Lectures

Time 00:43:12

Valuation Using Price/Revenue (P/R) & Case #7: Valuing Shark VR Using P/R

5Lectures

Time 00:17:01

Valuation Using P/E, Other Ways to Value Firms & Case #8: Valuing S

4Lectures

Time 00:06:44

The IPO of Shark Virtual Reality Part 2: Valuing Shark VR & HOW DID THE DEAL DO?

2Lectures

Time 00:24:10

How Hedge Funds & Mutual Funds Model and Value Shark VR (Case #9 and #10)

6Lectures

Time 00:09:14

Ethics & Compliance (Stay Out of Jail)

1Lectures

Time 00:10:41

Course Introduction & How to Take this Course
	1. Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets	01:19
	2. Introduction and How to Take this Course	13:03
	3. What Are the Major Differences Between the Different Financial Analyst Roles?	11:28
	4. What Are the Pros and Cons of Working as a Financial Analyst?	03:32

Optional Exercise: Decide What Financial Analyst Role Interests You the Most
	1. How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy	03:23
	2. Practice Activity Results Analysis	03:26

Global Macroeconomics + How the World of Finance Works + Excel Part 1/4: The IMF
	1. Introduction to Global Economics (What, Why & How of this Section)	04:39
	2. The International Monetary Fund, GDP and Why this Matters to Financial Analysts	04:50
	3. Excel Exercise #1: Analyzing IMF GDP Data	05:33
	4. Answers to Excel Exercise #1: Part 1 of 3 (Answers to Questions 1 through 12)	20:00
	5. Answers to Excel Exercise #1: Part 2 of 3 (Answers to Questions 13 through 16)	19:46
	6. Answers to Excel Exercise #1: Part 3 of 3 (Answers to Questions 17 through 20)	18:58

Global Economics & Excel Part 2/4: The World Bank and Inflation
	1. The World Bank as Another Great Data Resource for Financial Analysts	02:26
	2. Excel Exercise #2: Analyzing World Bank Inflation Data	01:03
	3. Answers to the Excel Exercise #2	05:11

Global Econ. & Excel Part 3/4: Currencies, Monetary Policy and Interest Rates
	1. How+ Why Do Interest Rates Change & Why this is Important for Financial Analysts	19:17
	2. Understanding Currency Movements and Monetary Policy	16:56
	3. Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics	00:46
	4. Answers to the Excel Exercise #3	10:40

Global Econ. +Excel Part 4/4: Fiscal Policy, WTO, Monopolies, Bitcoin & More
	1. Fiscal Policy and Economic Stimulation	13:46
	2. The World Trade Organization as Another Great Resource for Financial Analysts	01:45
	3. Monopolies & Oligopolies are the Best Investments	02:10
	4. Side Note: Is Bitcoin the Largest Threat to National Monetary Policy Security?	04:00

Foundations & Introducing "Portfolio Management, Investment & Excel Dashboard!"
	1. Finance Foundations Introduction	01:42
	2. Quick Accounting Review and the Shark Virtual Reality IPO? : )	01:40
	3. Attached is Your 7 Step Template for Creating Financials, Models and Valuations!	04:09
	4. What are Growth and Value Investors and Why this is Important to Your Success	05:14
	5. What Financial Statements & Valuation Methods Matter Most to Which Analysts?	03:55
	6. Excel Exercise #4: Formatting the Portfolio Dashboard	01:38
	7. Answers to Excel Exercise #4: Part 1 of 2 (Answers to Questions 1 through 5)	08:55
	8. Answers to Excel Exercise #4: Part 2 of 2 (Answers to Questions 5 through 10)	15:06

Investment Banking Part 1: Introduction, Mergers & Acquisitions and the IPO
	1. What is Investment Banking and How Does it Work?	11:47
	2. Deliverables that Investment Bankers Create	08:35
	3. The IPO (Initial Public Offering) and the NDSR (Non Deal Roadshow)	09:04
	4. Introduction to Investment Banking Modeling, Mergers & Acquisitions & Valuation	19:10
	5. Coming up with M&A (Mergers & Acquisitions) Ideas	04:45

Investment Banking Part 2: Getting Hired, Promoted, Pros & Cons and Much More
	1. How to Get Promoted in Investment Banking	07:08
	2. 7 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) Jobs	19:23
	3. How to "Manage Up" in Investment Banking and Financial Services in General	03:42
	4. The Pros and Cons of Working in Investment Banking	04:11
	5. Investment Banking Politics to Be Aware of	03:51

Stock Markets + Portfolio Management: Part 1: Learn by Doing Excel Exercises
	1. Excel Exercise #5: Stock Market Index,Valuation, Earnings+Conditional Formatting	04:06
	2. Answers to Excel Exercise #5: Part 1 of 3 (Answers to Questions 1 through 6)	18:49
	3. Answers to Excel Exercise #5: Part 2 of 3 (Answers to Questions 7 through 9)	20:11
	4. Answers to Excel Exercise #5: Part 3 of 3 (Answers to Questions 10 through 12)	13:42

Stock Markets + Portfolio Management: Part 2: Learn by Doing Excel Exercises
	1. Exercise #6: Stock Sector Analysis, Risk Management, Data Feeds & Data Analysis	02:00
	2. Answers to Excel Exercise #6: Part 1 of 4 (Answers to Questions 1 through 6)	17:25
	3. Answers to Excel Exercise #6: Part 2 of 4 (Answers to Questions 7 through 8)	12:05
	4. Answers to Excel Exercise #6: Part 3 of 4 (Answer to Question 9)	16:30
	5. Answers to Excel Exercise #6: Part 4 of 4 (Answer to Question 10)	04:27

Stock Markets + Portfolio Management: Part 3: Learn by Doing Excel Exercises
	1. Exercise #7: Introduction to the INCREDIBLE Yahoo Finance "A.P.I.!"	04:15
	2. Answers to Excel Exercise #7: Part 1 of 3 (Answers to Questions 1 and 2)	16:44
	3. Answers to Excel Exercise #7: Part 2 of 3 (Answer to Question 3)	12:39
	4. Answers to Excel Exercise #7: Part 3 of 3 (Answers to Questions 4 and 5)	06:12
	5. Side Note: It Shouldn't Be About $, But Here is What an Analyst Makes	04:52

Stock Markets + Portfolio Management: Part 4: Learn by Doing Excel Exercises
	1. Excel Exercise #8: Introduction: FX Exchange, Spinners, Check-boxes and More!	02:17
	2. Answers to Excel Exercise #8: Part 1 of 3 (Answers to Questions 1 through 7)	09:40
	3. Answers to Excel Exercise #8: Part 2 of 3 (Answer to Question 8)	06:06
	4. Answers to Excel Exercise #8: Part 3 of 3 (Answers to Questions 9 and 10)	14:31

Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 1
	1. Exercise #9: Intro: VLOOKUP for Sector Drivers, Sector and Stock Risk Exposure	01:47
	2. Answers to Excel Exercise #9: Part 1 of 3 (Answers to Questions 1 and 2)	17:51
	3. Answers to Excel Exercise #9: Part 2 of 3 (Answers to Questions 3 through 7)	15:48
	4. Answers to Excel Exercise #9: Part 3 of 3 (Answers to Questions 8 through 10)	05:01

Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 2
	1. Exercise #10: Intro: Beta/Alpha+ More Portfolio/Risk Management Dashboard Topics	03:34
	2. Answers to Excel Exercise #10: Part 1 of 4 (Answers to Questions 1 through 5)	18:21
	3. Answers to Excel Exercise #10: Part 2 of 4 (Answers to Questions 6 through 8)	14:19
	4. Answers to Excel Exercise #10: Part 3 of 4 (Answers to Questions 9 and 10)	20:18
	5. Answers to Excel Exercise #10: Part 4 of 4 (Answers to Questions 11 through 17)	18:44

"Sell Side" Equity Research Part 1: What is it + How they Research Investments
	1. What is the Sell Side and How Does it Work?	09:01
	2. The Relationship Between the "Sell Side" and the"Buy Side"	05:27
	3. Coming Up with Sell Side Research Ratings	06:34
	4. How to Create a Detailed Investment Research Report (22 Page Template Attached)	09:13
	5. Earnings Reports (What Are they and How to Write them)	07:58
	6. How to Pitch Investments Ideas to the Buy Side (to Hedge and Mutual Funds)	02:42
	7. Modeling for Sell Side Analysts	02:02

"Sell Side" Equity Research Part 2: Getting Promoted, Hired, Politics & More
	1. How to Get Promoted in Sell Side Equity Research	04:00
	2. 7 Things You Must Do to Get Hired as a Financial Analyst in Equity Research	01:52
	3. How to Manage Up in Equity Research	05:51
	4. The Pros and Cons of Being an Equity Research Analyst	03:45
	5. Equity Sell Side Research Politics to Be Aware of	02:18
	6. A Day in the Life of a Sell Side Analyst	05:01

Surprise Compliance Emergency Lecture (Please take Compliance Very Seriously)
	1. Side Note: Important Compliance Topics	03:20
	2. Please Be Careful and Always Compliant. Thanks	03:51

Venture Capital Part 1: Introduction, Coming Up with Ideas + Beating Other VCs
	1. Venture Capital Overview	11:43
	2. How Do You Find GREAT Venture Capital Ideas?	04:05
	3. Pitching VC Ideas to the Partner You Work For	17:48
	4. How Do You Win Deals in Venture Capital Over Other Firms?	06:13
	5. How to Create Financial Models in the Venture Capital Sector	05:43

Venture Capital Part 2: Getting Promoted, Hired, Pros & Cons, Politics in VC etc
	1. How to Get Promoted to Partner at a VC Firm	03:30
	2. How to Get Hired at a VC Firm	04:05
	3. How to Manage Up at a VC Firm	02:01
	4. Venture Capital Pros and Cons	03:40
	5. Politics at a VC Firm	02:09
	6. Venture Capital a Day in the Life	05:12
	7. Side Note: 10 Meetings Best Practices	03:44

"Buy Side" Part 1: Hedge Funds & Short Positions (Opposite of Owning a Stock)
	1. Hedge Funds Introduction & How Does a Short Work (Opposite of Owning a Stock)	09:12
	2. A Day in the Life of a Hedge Fund Analyst	04:39
	3. Pros and Cons of Working at a Hedge Fund	02:09
	4. Other Hedge Fund Strategies (Event Driven, Computer Trading etc.)	04:49
	5. Side Note: You Need MANY Mentors if You Want a Promotion!	02:39

"Buy Side" Part 2: Mutual Funds (Longer Term Investing, Unlike Most Hedgies)
	1. Mutual Funds Introduction & How Do they Work?	06:09
	2. A Day in the Life of a Mutual Fund Analyst	02:13
	3. Pros and Cons of Working at a Mutual Fund	02:56

"Buy Side" Part 3: What is a Buy Side Research Process?
	1. Research Process Introduction	02:37
	2. 8 Step Research Process	07:56
	3. Completing an Investment Idea Template	05:12
	4. Differences Between the Research Process at a Hedge Fund and at a Mutual Fun	01:23
	5. Interviewing Management as Part of the Investment Research Process	08:25

"Buy Side" Part 4: Catalysts (Meaning the Reason to Invest as Timing is Crucial)
	1. What is an Investment Catalyst and Why is it Important?	01:10
	2. Catalysts for Hedge Funds	05:17
	3. Catalysts for Mutual Funds	04:26
	4. Side Note: More Details on the Quarterly Earnings Call	03:55

"Buy Side" Part 5: Coming Up with Hedge Fund (Shorter-Term) Investment Ideas
	1. Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas.	01:11
	2. Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes	06:03
	3. How to Create and Pitch Hedge Fund Long Ideas	04:58
	4. How to Create and Pitch Hedge Fund Short Ideas + Exercise	06:38

Trading Technical Analysis and Trader (and Other) Financial Analyst Roles
	1. Analyzing Technicals and Stop Losses	14:26
	2. Introduction to Traders and 9 Other Financial Analyst Roles	02:32
	3. Salestrader Financial Analyst Role (Part of an Investment Bank)	01:04
	4. Salestrader Pros and Cons	02:10
	5. Salestrader Day in the Life	03:26
	6. Sell Side Trader Financial Analyst Role (Part of an Investment Bank)	05:05
	7. Sell Side Trader Pros and Cons	01:45
	8. Sell Side Trader Day in the Life	03:12
	9. Buy Side Trader (@ a Hedge Fund or Mutual Fund) Financial Analyst Role Overview	02:02
	10. Buy Side Trader Pros and Cons	02:44
	11. Buy Side Trader Day in the Life	04:02

"Buy Side" Part 6: Coming Up with Mutual Fund (Longer Term) Investment Ideas
	1. Introduction to Coming Up with Mutual Fund Long (Buy) Ideas.	01:25
	2. How to Create and Pitch Mutual Fund Long (Buy) Ideas	10:31

"Buy Side" Part 7: Buy Side Interview
	1. Getting Hired as a Mutual Fund Analyst: 9 GREAT Strategies	05:46
	2. Getting Hired as a Hedge Fund Analyst	09:48

"Buy Side" Part 8: Keeping Your Boss (Portfolio Manager) Happy @ a Hedge Fund
	1. How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)	03:35
	2. Politics in Hedge Funds to Be Aware of	03:34

"Buy Side" Part 9: Keeping Your Boss (Portfolio Manager) Happy at a Mutual Fund
	1. How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)	03:28
	2. Politics in Mutual Funds to Be Aware of	01:54

"Buy Side" Part 10: Beta & Getting Promoted from Analyst to Port. M. @Hedge fund
	1. What is the Role of a Hedge Fund Portfolio Manager?	15:01
	2. How to Get Promoted from Analyst to Portfolio Manager Part 1 of 2	01:54
	3. How to Get Promoted from Analyst to Portfolio Manager Part 2 of 2	14:17

"Buy Side" Part 11: Getting Promoted from Analyst to PM @ Mutual Fund
	1. What is the Role of a Mutual Fund Portfolio Manager?	04:52
	2. How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund	05:56

Equity Sales Financial Analyst Role (Part of an Investment Bank)
	1. Equity Sales Overview	02:17
	2. Equity Sales Pros and Cons	02:53
	3. Equity Sales Day in the Life	05:50

Equity Capital Markets (ECM) Financial Analyst Role (Part of an Investment Bank)
	1. Equity Capital Markets (ECM) Overview	01:06
	2. Equity Capital Markets (ECM) Pros and Cons	01:58
	3. Equity Capital Markets (ECM) Day in the Life	05:08

Computer / Artificial Intelligence Financial Analyst Role
	1. Computer / Artificial Intelligence Overview	01:10
	2. Computer / Artificial Intelligence Pros and Cons	03:30
	3. Computer / Artificial Intelligence Day in the Life	04:11

Private Equity Financial Analyst Role
	1. Private Equity Overview	01:35
	2. Private Equity Day in the Life	03:42
	3. Private Equity Pros and Cons....AND A SURPRISE!	03:02

Private Wealth Management
	1. Private Wealth Management Overview	00:42
	2. Private Wealth Management Pros and Cons	01:37
	3. Private Wealth Management Day in the Life	02:42

Large Non-Finance Company Financial Analyst Role
	1. Financial Analyst at a Large Non Finance Company Overview	01:20
	2. Financial Analyst at a Large Non Finance Company Pros and Cons	01:20
	3. Financial Analyst at a Large Non Finance Company Day in the Life	02:29

Introduction to Creating Financials, Modeling and Valuing Companies
	1. Introducing Your "7 Step Financial Statement + Modeling + Valuation Template"	06:52
	2. Step 1: Financial Modeling Best Practices	05:23

Forecasting Revenue and Case Study #1: Projecting Shark VR’s Revenue
	1. Step 2: Forecasting Revenue (How to Use the Step 2 Excel Tab)	17:14
	2. Case Study #1: Helping Shark Virtual Reality with Revenue Modeling	12:34
	3. Answers to Case Study #1: Helping Shark Virtual Reality with Revenue Modeling	14:08

Intro to the Income Statement & Case #2: Making Shark VR’s Income Statement
	1. Why is the Income Statement Important & How Can It Help You Achieve Your Goals	03:11
	2. Income Statement Explanation	03:57
	3. Income Statement Example and Analysis	08:47
	4. Step 3: Income Statement (How to Use the Step 3 Excel Tab)	20:51
	5. Case Study #2: Helping Shark Virtual Reality with the Income Statement	05:14
	6. Answers to Case Study #2: Helping Shark Virtual Reality with Revenue Modeling	12:19

Intro to the Balance Sheet & Case #3: Making Shark VR’s Balance Sheet
	1. Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals	01:12
	2. Balance Sheet Explanation	02:04
	3. Balance Sheet Example and Analysis	08:39
	4. Step 4: Balance Sheet (How to Use the Step 4 Excel Tab)	07:42
	5. Case Study #3: Helping Shark Virtual Reality with the Balance Sheet	03:08
	6. Answer to Case Study #3: Helping Shark Virtual Reality with the Balance Sheet	06:31

Intro to the Cash Flow Statement & Case #4: Making Shark VR’s CF Statement
	1. Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals	01:54
	2. Cash Flow Statement Explanation	02:07
	3. Cash Flow Statement Example and Analysis	06:33
	4. Step 5: Cash Flow Statement (How to Use the Step 5 Excel Tab)	09:04
	5. Case Study #4: Helping Shark Virtual Reality with the Cash Flow Statement	01:39
	6. Answer to Case Study #4: Helping Shark VR with the Cash Flow Statement	01:55
	7. Financial Statement Analysis Conclusion (How All 3 Statements Are Related)	02:19

Financial Model Data Sources and Financial Models
	1. Why is Financial Modeling Important & How Can It Help You Achieve Your Goals	02:15
	2. You Already Know How to Model! : )	01:23
	3. Model Data Source #1 of 3: SEC.gov	07:21
	4. Model Data Source #2 of 3: Investor Relations (Also Called "I.R.")	11:11
	5. Model Data Source #3 of 3: Yahoo Finance	05:25

Intro to Valuation (for All Types of Investors, including Growth & Value I
	1. Introduction to Valuation	01:16
	2. More Detail on Growth Versus Value and P/E + P/R + DCF Overview	05:14

Valuation Using DCF & Case #6: Valuing Shark VR Using DCF
	1. What is DCF, Why is it Important and How Does it Work?	06:18
	2. Calculating the Terminal Value	02:43
	3. Calculating the Weighted Average Cost of Capital (WACC)	06:16
	4. DCF Example	07:45
	5. Step 6: DCF Valuation (How to Use the Step 6 Excel Tab)	17:08
	6. Case Study #6: Valuation Using DCF for Shark Virtual Reality	00:24
	7. Answer to Case Study #6: Valuation Using DCF for Shark Virtual Reality	02:42

Valuation Using Price/Revenue (P/R) & Case #7: Valuing Shark VR Using P/R
	1. What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio?	01:59
	2. Price to Revenue Example	01:44
	3. Step 7: Other Valuations (How to Use the Step 7 Excel Tab)	08:33
	4. Case Study #7: Valuation Using P/R for Shark Virtual Reality	03:06
	5. Answer to Case Study #7: Valuation Using P/R for Shark Virtual Reality	01:39

Valuation Using P/E, Other Ways to Value Firms & Case #8: Valuing S
	1. Introduction to P/E and Why it Matters	02:46
	2. Case Study #8: Valuation Using P/E for Shark Virtual Reality	01:10
	3. Answer to Case Study #8: Valuation Using P/E for Shark Virtual Reality	01:04
	4. Additional Valuation Methodologies	01:44

The IPO of Shark Virtual Reality Part 2: Valuing Shark VR & HOW DID THE DEAL DO?
	1. Discussing of the Shark Virtual Reality IPO (Continues in the Next Lecture)	14:50
	2. ...Additional Shark VR IPO Discussion and Who is this "Shark?"	09:21

How Hedge Funds & Mutual Funds Model and Value Shark VR (Case #9 and #10)
	1. How Hedge Funds Create Financial Models and Target Prices	00:58
	2. Case Study #9: Hedge Fund Valuation and Modeling of Shark Virtual Reality	01:12
	3. Answer to Case Study #9: Hedge Fund Valuation and Modeling of Shark VR	01:34
	4. How Mutual Funds Create Financial Models and Target Prices	02:50
	5. Case Study #10: Mutual Fund Valuation and Modeling of Shark VR	01:17
	6. Answer to Case Study #10: Mutual Fund Valuation and Modeling of Shark VR	01:25

About This Course

This really extensive video course will tell you everything you need to know about financial analytics and investment. All the 214 lectures of the tutorial are based on the experience of the specialists working in finance companies, venture capital firms, and on Wall Street.

Here are just a few topics covered by this all-inclusive guide:

How the world of finance works? Global macroeconomics
The World Bank and inflation
Currencies, monetary policy, and interest rates
Fiscal policy, WTO, monopolies, Bitcoin, and more
Portfolio management, investment, and Excel dashboard
Investment banking
Stock markets and portfolio management
Equity research
Compliance emergency lecture
Venture capital
Hedge funds, short positions, mutual funds, and catalysts
Getting promoted
Private wealth management
Introduction to creating financials, modeling, and valuing companies
Forecasting revenue
Income statement
Balance sheet
Cash flow statement
Financial model data sources and financial models
Valuation
Ethics and compliance

Besides, you will also get acquainted with different roles such as a Computer/Artificial Intelligence Financial Analyst, a Private Equity Financial Analyst, an Equity Sales Financial Analyst, a Trader Financial Analyst, and more. The course offers a ton of essential information and includes a few illustrative case studies. Learn how to build financial models and pick stocks, how to manage risks, and how to use Excel to perform financial analysis. This course will also explain how to create templates based on Excel, use different valuation methodologies to value companies, and master portfolio management. So, welcome to the Financial Analyst and Investor course!

Pass Finance Courses Financial Analyst and Investor Course Exam in First Attempt Guaranteed!

Get 100% Latest Exam Questions, Accurate & Verified Answers!
30 Days Free Updates, Instant Download!

Student Feedback

4.5

Good

51%

49 %

Add Comments

Name:^*

E-mail:^*

Comment:^* Comment will be moderated and published within 1-4 hours

Verification:^*

Type the characters from the picture.

Rate Course:^*

Limited Time Discount Offer
10% Off - Ends in 02:00:00

Financial Analyst and Investor Course: Financial Analyst & Investor Course

Curriculum For This Course

About This Course

Pass Finance Courses Financial Analyst and Investor Course Exam in First Attempt Guaranteed!

Get 100% Latest Exam Questions, Accurate & Verified Answers!
30 Days Free Updates, Instant Download!

Student Feedback

Add Comments

Limited Time Discount Offer 10% Off - Ends in 02:00:00

Financial Analyst and Investor Course: Financial Analyst & Investor Course

Curriculum For This Course

About This Course

Pass Finance Courses Financial Analyst and Investor Course Exam in First Attempt Guaranteed!

Get 100% Latest Exam Questions, Accurate & Verified Answers!30 Days Free Updates, Instant Download!

Student Feedback

Add Comments

Get Premium Membership

Limited Time Discount Offer
10% Off - Ends in 02:00:00

Get 100% Latest Exam Questions, Accurate & Verified Answers!
30 Days Free Updates, Instant Download!