Course Highlights
  • 22+ hour complete financial analyst course!
  • #1 Best Selling Investing Course on Udemy!
  • How to pick stocks.
  • Become an expert in Excel for financial analysts (no prior Excel knowledge is required).
  • How to manage a portfolio.
  • How an IPO works.
  • How to build financial models.
  • How to get hired and promoted as a financial analyst.
  • How risk management works.
  • How to use technical analysis.
  • How to value companies.
  • Use and create Excel based templates developed by Chris to help you create financial statements from scratch (meaning income statements, balance sheets, cash flow statements and more).
  • Use and create Excel based templates developed by Chris to help you value companies using several different valuation methodologies, including P/E, P/R and Discounted Cash Flow (DCF).
  • Use and create Excel based templates developed by Chris to help you manage a portfolio.
  • How Monetary Policy works.
  • How Fiscal Policy works.
  • How interest rates are changed and why this is crucial to understand for successful financial analysts.
  • How to pitch long and short ideas to portfolio managers.
  • How to find great venture capital investment ideas.
  • How to come up with mutual fund investment ideas (longs - meaning buys) using an easy to understand top down and bottoms up research process.
  • How to come up with hedge fund investment ideas (longs and shorts) using an easy to understand top down and bottoms up research process.
  • Identify crucial catalysts (timed events) in order to know when the optimal time is to buy or short a stock.
  • Understand how investment banks (the 'Sell Side') can help you be more successful in a hedge fund or mutual fund career.
  • Analyze and understand an income statement (even if you have no experience with income statements).
  • Analyze and understand a balance sheet (even if you have no experience with balance sheets).
  • Analyze and understand a cash flow statement (even if you have no experience with cash flow statements).
  • Understand and use modeling best practices so you can create financial models.
  • Know where to get data in order to build a financial model (in depth understanding of identifying and using/navigating the best free websites and sources to build your financial model)!
  • Create a financial model (projecting the future) for an income statement.
  • Other valuation methodologies, including EV/Sales, EV/EBITDA, P/B, EV/FCF, etc.
  • Create a financial model (projecting the future) for a balance sheet.
  • Create a financial model (projecting the future) for a cash flow statement.
  • Understand valuation best practices so you can create target prices based on your financial models.
  • How to use Discounted Cash Flow (DCF) and how to create the Weighted Average Cost of Capital and Terminal values in order to pick target prices.
  • How to use P/E in order to pick target prices.
  • How to use P/R in order to pick target prices.
  • Come up with a target price based on an average of several different valuation methodologies.
  • Learn about 14 different Financial Analyst jobs and how they overlap and work together (including Investment Banking, Venture Capital, Private Equity, Private Wealth Management etc.).
  • Investment Banking: Understand from a high level perspective what an Investment Bank is as well as what the role/job is of an Investment Banking Financial Analyst, including the pros and cons.
  • Venture Capital: Understand from a high level perspective what a Venture Capital firm is as well as what the role/job is of a Venture Capital Financial Analyst, including the pros and cons.
  • Private Equity: Understand from a high level perspective what a Private Equity firm is as well as what the role/job is of a Private Equity Financial Analyst, including the pros and cons.
  • Private Wealth Management: Understand from a high level perspective what a Private Wealth Management firm is as well as what the role/job is of a Private Wealth Management Financial Analyst, including the pros and cons.
  • Sell Side Research Analyst: Understand from a high level perspective what a Sell Side Research Analyst’s firm is as well as what the role/job is of a Sell Side Research Financial Analyst, including the pros and cons.
  • Sales Trader: Understand from a high level perspective what a Sales Trader’s firm is as well as what the role/job is of a Sales Trader Financial Analyst, including the pros and cons.
  • Buy Side Trader: Understand from a high level perspective what a Buy Side Trader’s firm is as well as what the role/job is of a Buy Side Trader Financial Analyst, including the pros and cons.
  • Mutual Fund: Understand from a high level perspective what a Mutual Fund is as well as what the role/job is of a Mutual Fund Financial Analyst, including the pros and cons.
  • Sell Side Trader: Understand from a high level perspective what a Sell Side Trader’s firm is as well as what the role/job is of a Sell Side Trader Financial Analyst, including the pros and cons.
  • Large Non Finance Company: Understand from a high level perspective what a Large Non Finance Company firm is as well as what the role/job is of a Large Non Finance Company Financial Analyst, including the pros and cons.
  • Equity Capital Markets: Understand from a high level perspective what an Equity Capital Markets’ firm is as well as what the role/job is of a Equity Capital Markets Financial Analyst, including the pros and cons.
  • Hedge Fund: Understand from a high level perspective what a Hedge Fund is as well as what the role/job is of a Hedge Fund Financial Analyst, including the pros and cons.
  • Equity Sales: Understand from a high level perspective what an Equity Sales’ firm is as well as what the role/job is of an Equity Sales Financial Analyst, including the pros and cons.
  • Tech / Artificial Intelligence: Understand from a high level perspective what a Tech / Artificial Intelligence’s firm is as well as what the role/job is of a Tech / Artificial Intelligence Financial Analyst, including the pros and cons.
  • Learn what finance role you are most passionate about pursuing.
Curriculum

8 Topics
Thank You Message from Chris
Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets
Introduction and How to Take this Course
How to Ask me Questions Live on my Weekly Webcast (Includes Zoom)
Quick Access Index of Topics in this Course
Overview of Different Financial Analyst Roles and How They Work Together
What Are the Major Differences Between the Different Financial Analyst Roles?
What Are the Pros and Cons of Working as a Financial Analyst?

3 Topics
How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy
Optional Practice Activity:Decide What Finance Role You're Most Passionate About
Practice Activity Results Analysis

6 Topics
Introduction to Global Economics (What Why & How of this Section)
The International Monetary Fund GDP and Why this Matters to Financial Analysts
Excel Exercise #1: Analyzing IMF GDP Data
Answers to Excel Exercise #1: Part 1 of 3 (Answers to Questions 1 through 12)
Answers to Excel Exercise #1: Part 2 of 3 (Answers to Questions 13 through 16)
Answers to Excel Exercise #1: Part 3 of 3 (Answers to Questions 17 through 20)

3 Topics
The World Bank as Another Great Data Resource for Financial Analysts
Excel Exercise #2: Analyzing World Bank Inflation Data
Answers to the Excel Exercise #2

4 Topics
How+ Why Do Interest Rates Change & Why this is Important for Financial Analysts
Understanding Currency Movements and Monetary Policy
Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics
Answers to the Excel Exercise #3

5 Topics
Fiscal Policy and Economic Stimulation
The World Trade Organization as Another Great Resource for Financial Analysts
Monopolies & Oligopolies are the Best Investments
Quiz on Global Macroeconomics for Financial Analysts
Side Note: Is Bitcoin the Largest Threat to National Monetary Policy Security?

8 Topics
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)

5 Topics
What is Investment Banking and How Does it Work?
Deliverables that Investment Bankers Create
The IPO (Initial Public Offering) and the NDSR (Non Deal Roadshow)
Introduction to Investment Banking Modeling Mergers & Acquisitions & Valuation
Coming up with M&A (Mergers & Acquisitions) Ideas

5 Topics
How to Get Promoted in Investment Banking
7 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) Jobs
How to "Manage Up" in Investment Banking and Financial Services in General
The Pros and Cons of Working in Investment Banking
Investment Banking Politics to Be Aware of

4 Topics
Excel Exercise #5: Stock Market IndexValuation Earnings+Conditional Formatting
Answers to Excel Exercise #5: Part 1 of 3 (Answers to Questions 1 through 6)
Answers to Excel Exercise #5: Part 2 of 3 (Answers to Questions 7 through 9)
Answers to Excel Exercise #5: Part 3 of 3 (Answers to Questions 10 through 12)

6 Topics
Exercise #6: Stock Sector Analysis Risk Management Data Feeds & Data Analysis
Answers to Excel Exercise #6: Part 1 of 4 (Answers to Questions 1 through 6)
Answers to Excel Exercise #6: Part 2 of 4 (Answers to Questions 7 through 8)
Answers to Excel Exercise #6: Part 3 of 4 (Answer to Question 9)
Answers to Excel Exercise #6: Part 4 of 4 (Answer to Question 10)
Side Note: How Accurate is the TV Show Billions?

5 Topics
Exercise #7: Introduction to the INCREDIBLE Yahoo Finance "A.P.I.!"
Answers to Excel Exercise #7: Part 1 of 3 (Answers to Questions 1 and 2)
Answers to Excel Exercise #7: Part 2 of 3 (Answer to Question 3)
Answers to Excel Exercise #7: Part 3 of 3 (Answers to Questions 4 and 5)
Side Note: It Shouldn’t Be About $ But Here is What an Analyst Makes

5 Topics
Excel Exercise #8: Introduction: FX Exchange Spinners Check-boxes and More!
Answers to Excel Exercise #8: Part 1 of 3 (Answers to Questions 1-3)
Answers to Excel Exercise #8: Part 2 of 3 (Answer to Questions 4-6)
Answers to Excel Exercise #8: Part 3 of 3 (Answers to Questions 7-10)
Side Note: How Accurate is the Wolf of Wall Street Movie?

4 Topics
Exercise #9: Intro: VLOOKUP for Sector Drivers Sector and Stock Risk Exposure
Answers to Excel Exercise #9: Part 1 of 3 (Answers to Questions 1 and 2)
Answers to Excel Exercise #9: Part 2 of 3 (Answers to Questions 3 through 7)
Answers to Excel Exercise #9: Part 3 of 3 (Answers to Questions 8 through 10)

5 Topics
Exercise #10: Intro: Beta/Alpha+ More Portfolio/Risk Management Dashboard Topics
Answers to Excel Exercise #10: Part 1 of 4 (Answers to Questions 1 through 4)
Answers to Excel Exercise #10: Part 2 of 4 (Answers to Questions 5 through 8)
Answers to Excel Exercise #10: Part 3 of 4 (Answers to Questions 9 and 10)
Answers to Excel Exercise #10: Part 4 of 4 (Answers to Questions 11 through 17)

7 Topics
What is the Sell Side and How Does it Work?
The Relationship Between the "Sell Side" and the"Buy Side"
Coming Up with Sell Side Research Ratings
How to Create a Detailed Investment Research Report (22 Page Template Attached)
Earnings Reports (What Are they and How to Write them)
How to Pitch Investments Ideas to the Buy Side (to Hedge and Mutual Funds)
Modeling for Sell Side Analysts

6 Topics
How to Get Promoted in Sell Side Equity Research
7 Things You Must Do to Get Hired as a Financial Analyst in Equity Research
How to Manage Up in Equity Research
The Pros and Cons of Being an Equity Research Analyst
Equity Sell Side Research Politics to Be Aware of
A Day in the Life of a Sell Side Analyst

2 Topics
Side Note: Important Compliance Topics
Please Be Careful and Always Compliant. Thanks

5 Topics
Venture Capital Overview
How Do You Find GREAT Venture Capital Ideas?
Pitching VC Ideas to the Partner You Work For
How Do You Win Deals in Venture Capital Over Other Firms?
How to Create Financial Models in the Venture Capital Sector

7 Topics
How to Get Promoted to Partner at a VC Firm
How to Get Hired at a VC Firm
How to Manage Up at a VC Firm
Venture Capital Pros and Cons
Politics at a VC Firm
Venture Capital a Day in the Life
Side Note: 10 Meetings Best Practices

5 Topics
Hedge Funds Introduction & How Does a Short Work (Opposite of Owning a Stock)
A Day in the Life of a Hedge Fund Analyst
Pros and Cons of Working at a Hedge Fund
Other Hedge Fund Strategies (Event Driven Computer Trading etc.)
Side Note: You Need MANY Mentors if You Want a Promotion!

3 Topics
Mutual Funds Introduction & How Do they Work?
A Day in the Life of a Mutual Fund Analyst
Pros and Cons of Working at a Mutual Fund

6 Topics
Research Process Introduction
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

5 Topics
What is an Investment Catalyst and Why is it Important?
Catalysts for Hedge Funds
Catalysts for Mutual Funds
Quiz on Catalysts
Side Note: More Details on the Quarterly Earnings Call

5 Topics
Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas.
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)

11 Topics
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

3 Topics
Introduction to Coming Up with Mutual Fund Long (Buy) Ideas.
How to Create and Pitch Mutual Fund Long (Buy) Ideas
Long Only Mutual Fund Template (Use this to Impress your Boss/Potential Boss)

2 Topics
Getting Hired as a Mutual Fund Analyst: 9 GREAT Strategies
Getting Hired as a Hedge Fund Analyst

2 Topics
How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)
Politics in Hedge Funds to Be Aware of

2 Topics
How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)
Politics in Mutual Funds to Be Aware of

3 Topics
What is the Role of a Hedge Fund Portfolio Manager?
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

2 Topics
What is the Role of a Mutual Fund Portfolio Manager?
How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund

3 Topics
Equity Sales Overview
Equity Sales Pros and Cons
Equity Sales Day in the Life

3 Topics
Equity Capital Markets (ECM) Overview
Equity Capital Markets (ECM) Pros and Cons
Equity Capital Markets (ECM) Day in the Life

3 Topics
Computer / Artificial Intelligence Overview
Computer / Artificial Intelligence Pros and Cons
Computer / Artificial Intelligence Day in the Life

3 Topics
Private Equity Overview
Private Equity Day in the Life
Private Equity Pros and Cons....AND A SURPRISE!

3 Topics
Private Wealth Management Overview
Private Wealth Management Pros and Cons
Private Wealth Management Day in the Life

3 Topics
Financial Analyst at a Large Non Finance Company Overview
Financial Analyst at a Large Non Finance Company Pros and Cons
Financial Analyst at a Large Non Finance Company Day in the Life

2 Topics
Introducing Your "7 Step Financial Statement + Modeling + Valuation Template"
Step 1: Financial Modeling Best Practices

3 Topics
Step 2: Forecasting Revenue (How to Use the Step 2 Excel Tab)
Case Study #1: Helping Shark Virtual Reality with Revenue Modeling
Answers to Case Study #1: Helping Shark Virtual Reality with Revenue Modeling

6 Topics
Why is the Income Statement Important & How Can It Help You Achieve Your Goals
Income Statement Explanation
Income Statement Example and Analysis
Step 3: Income Statement (How to Use the Step 3 Excel Tab)
Case Study #2: Helping Shark Virtual Reality with the Income Statement
Answers to Case Study #2: Helping Shark Virtual Reality with Revenue Modeling

6 Topics
Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals
Balance Sheet Explanation
Balance Sheet Example and Analysis
Step 4: Balance Sheet (How to Use the Step 4 Excel Tab)
Case Study #3: Helping Shark Virtual Reality with the Balance Sheet
Answer to Case Study #3: Helping Shark Virtual Reality with the Balance Sheet

7 Topics
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)
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)

5 Topics
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

3 Topics
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

3 Topics
Introduction to Valuation
More Detail on Growth Versus Value and P/E + P/R + DCF Overview
Exercise: Valuation Best Practices Quiz

7 Topics
What is DCF Why is it Important and How Does it Work?
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)
Case Study #6: Valuation Using DCF for Shark Virtual Reality
Answer to Case Study #6: Valuation Using DCF for Shark Virtual Reality

5 Topics
What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio?
Price to Revenue Example
Step 7: Other Valuations (How to Use the Step 7 Excel Tab)
Case Study #7: Valuation Using P/R for Shark Virtual Reality
Answer to Case Study #7: Valuation Using P/R for Shark Virtual Reality

4 Topics
Introduction to P/E and Why it Matters
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

2 Topics
Discussing of the Shark Virtual Reality IPO (Continues in the Next Lecture)
...Additional Shark VR IPO Discussion and Who is this "Shark?"

6 Topics
How Hedge Funds Create Financial Models and Target Prices
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

1 Topic
Compliance is CRUCIAL for all Financial Analysts

1 Topic
WOW WHAT A FINISH! Putting it all Together!

1 Topic
Bonus Items

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