The Complete Stock & Cryptocurrency Investment Toolkit Bundle
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11 Courses & 54.5 Hours
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$6.00 Value
The Complete Financial Analyst Training & Investing Course
Chris Haroun
228 Lessons (22h)
Lifetime
- Certification included
- Experience level required: All levels
- Access 228 lectures & 22 hours of content 24/7
- Length of time users can access this course: Lifetime
Course Curriculum
228 Lessons (22h)
- 1. Course Introduction & How to Take this CoursePlease Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets1:18Introduction and How to Take this Course14:22Overview of Different Financial Analyst Roles and How They Work Together3:46What Are the Major Differences Between the Different Financial Analyst Roles?11:27What Are the Pros and Cons of Working as a Financial Analyst?3:31[Optional] Side Note: Get Free Daily Helpful Business & Career Development Videos
- 2. Optional Exercise: Decide What Financial Analyst Role Interests You the MostHow to Take this Survey to Determine What Financial Analyst Role You Might Enjoy3:23Optional Practice Activity:Decide What Finance Role You're Most Passionate AboutPractice Activity Results Analysis3:26
- 3. Global Macroeconomics + How the World of Finance Works + Excel Part 1/4: The IMFIntroduction to Global Economics (What, Why & How of this Section)4:39The International Monetary Fund, GDP and Why this Matters to Financial Analysts19:05Excel Exercise #1: Analyzing IMF GDP Data5:33Answers to Excel Exercise #1: Part 1 of 3 (Answers to Questions 1 through 12)19:59Answers to Excel Exercise #1: Part 2 of 3 (Answers to Questions 13 through 16)19:46Answers 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 InflationThe World Bank as Another Great Data Resource for Financial Analysts2:26Excel Exercise #2: Analyzing World Bank Inflation Data1:03Answers to the Excel Exercise #25:11
- 5. Global Econ. & Excel Part 3/4: Currencies, Monetary Policy and Interest RatesHow+ Why Do Interest Rates Change & Why this is Important for Financial Analysts19:17Understanding Currency Movements and Monetary Policy16:56Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics0:45Answers to the Excel Exercise #310:40
- 6. Global Econ. +Excel Part 4/4: Fiscal Policy, WTO, Monopolies, Bitcoin & MoreFiscal Policy and Economic Stimulation13:46The World Trade Organization as Another Great Resource for Financial Analysts1:45Monopolies & Oligopolies are the Best Investments2:10Quiz on Global Macroeconomics for Financial AnalystsSide Note: Is Bitcoin the Largest Threat to National Monetary Policy Security?4:00
- 7. Foundations & Introducing "Portfolio Management, Investment & Excel Dashboard!"Finance Foundations Introduction1:42Quick Accounting Review and the Shark Virtual Reality IPO? : )3:14Attached is Your 7 Step Template for Creating Financials, Models and Valuations!4:09What are Growth and Value Investors and Why this is Important to Your Success5:13What Financial Statements & Valuation Methods Matter Most to Which Analysts?3:54Excel Exercise #4: Formatting the Portfolio Dashboard1:38Answers to Excel Exercise #4: Part 1 of 2 (Answers to Questions 1 through 5)8:55Answers 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 IPOWhat is Investment Banking and How Does it Work?11:47Deliverables that Investment Bankers Create8:35The IPO (Initial Public Offering) and the NDR (Non Deal Roadshow)9:04Introduction to Investment Banking Modeling, Mergers & Acquisitions & Valuation19:09Coming up with M&A (Mergers & Acquisitions) Ideas4:45
- 9. Investment Banking Part 2: Getting Hired, Promoted, Pros & Cons and Much MoreHow to Get Promoted in Investment Banking7:087 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) Jobs19:23How to "Manage Up" in Investment Banking and Financial Services in General3:42The Pros and Cons of Working in Investment Banking4:10Investment Banking Politics to Be Aware of3:50
- 10. Stock Markets + Portfolio Management: Part 1: Learn by Doing Excel ExercisesExcel Exercise #5: Stock Market Index,Valuation, Earnings+Conditional Formatting4:06Answers to Excel Exercise #5: Part 1 of 3 (Answers to Questions 1 through 6)18:49Answers to Excel Exercise #5: Part 2 of 3 (Answers to Questions 7 through 9)20:11Answers 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 ExercisesExercise #6: Stock Sector Analysis, Risk Management, Data Feeds & Data Analysis2:00Answers to Excel Exercise #6: Part 1 of 4 (Answers to Questions 1 through 6)17:24Answers to Excel Exercise #6: Part 2 of 4 (Answers to Questions 7 through 8)12:05Answers to Excel Exercise #6: Part 3 of 4 (Answer to Question 9)16:30Answers to Excel Exercise #6: Part 4 of 4 (Answer to Question 10)4:27
- 12. Stock Markets + Portfolio Management: Part 3: Learn by Doing Excel ExercisesExercise #7: Introduction to the INCREDIBLE Yahoo Finance "A.P.I.!"4:14Answers to Excel Exercise #7: Part 1 of 3 (Answers to Questions 1 and 2)16:22Answers to Excel Exercise #7: Part 2 of 3 (Answer to Question 3)4:08Answers to Excel Exercise #7: Part 3 of 3 (Answers to Questions 4 and 5)5:12Side Note: It Shouldn’t Be About $, But Here is What an Analyst Makes5:16
- 13. Stock Markets + Portfolio Management: Part 4: Learn by Doing Excel ExercisesExcel Exercise #8: Introduction: FX Exchange, Spinners, Check-boxes and More!2:17Answers to Excel Exercise #8: Part 1 of 3 (Answers to Questions 1 through 7)1:58Answers to Excel Exercise #8: Part 2 of 3 (Answer to Question 8)6:32Answers to Excel Exercise #8: Part 3 of 3 (Answers to Questions 9 and 10)4:07
- 14. Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 1Exercise #9: Intro: VLOOKUP for Sector Drivers, Sector and Stock Risk Exposure1:47Answers to Excel Exercise #9: Part 1 of 3 (Answers to Questions 1 and 2)17:51Answers to Excel Exercise #9: Part 2 of 3 (Answers to Questions 3 through 7)15:47Answers to Excel Exercise #9: Part 3 of 3 (Answers to Questions 8 through 10)5:01
- 15. Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 2Exercise #10: Intro: Beta/Alpha+ More Portfolio/Risk Management Dashboard Topics3:26Answers to Excel Exercise #10: Part 1 of 4 (Answers to Questions 1 through 5)17:43Answers to Excel Exercise #10: Part 2 of 4 (Answers to Questions 6 through 8)1:40Answers to Excel Exercise #10: Part 3 of 4 (Answers to Questions 9 and 10)20:09Answers 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 InvestmentsWhat is the Sell Side and How Does it Work?9:01The Relationship Between the "Sell Side" and the"Buy Side"5:27Coming Up with Sell Side Research Ratings6:34How to Create a Detailed Investment Research Report (22 Page Template Attached)9:12Earnings Reports (What Are they and How to Write them)7:58How to Pitch Investments Ideas to the Buy Side (to Hedge and Mutual Funds)2:41Modeling for Sell Side Analysts2:02
- 17. "Sell Side" Equity Research Part 2: Getting Promoted, Hired, Politics & MoreHow to Get Promoted in Sell Side Equity Research4:007 Things You Must Do to Get Hired as a Financial Analyst in Equity Research1:51How to Manage Up in Equity Research5:51The Pros and Cons of Being an Equity Research Analyst3:45Equity Sell Side Research Politics to Be Aware of2:20A Day in the Life of a Sell Side Analyst5:00
- 18. Surprise Compliance Emergency Lecture (Please take Compliance Very Seriously)Side Note: Important Compliance Topics3:20Please Be Careful and Always Compliant. Thanks3:51
- 19. Venture Capital Part 1: Introduction, Coming Up with Ideas + Beating Other VCsVenture Capital Overview12:09How Do You Find GREAT Venture Capital Ideas?4:05Pitching VC Ideas to the Partner You Work For17:48How Do You Win Deals in Venture Capital Over Other Firms?6:13How to Create Financial Models in the Venture Capital Sector5:43
- 20. Venture Capital Part 2: Getting Promoted, Hired, Pros & Cons, Politics in VC etcHow to Get Promoted to Partner at a VC Firm3:29How to Get Hired at a VC Firm4:05How to Manage Up at a VC Firm2:01Venture Capital Pros and Cons3:40Politics at a VC Firm2:09Venture Capital a Day in the Life5:11Side Note: 10 Meetings Best Practices3:44
- 21. "Buy Side" Part 1: Hedge Funds & Short Positions (Opposite of Owning a Stock)Hedge Funds Introduction & How Does a Short Work (Opposite of Owning a Stock)9:12A Day in the Life of a Hedge Fund Analyst4:39Pros and Cons of Working at a Hedge Fund2:08Other Hedge Fund Strategies (Event Driven, Computer Trading etc.)4:48Side Note: You Need MANY Mentors if You Want a Promotion!2:39
- 22. "Buy Side" Part 2: Mutual Funds (Longer Term Investing, Unlike Most Hedgies)Mutual Funds Introduction & How Do they Work?6:09A Day in the Life of a Mutual Fund Analyst2:13Pros and Cons of Working at a Mutual Fund2:56
- 23. "Buy Side" Part 3: What is a Buy Side Research Process?Research Process Introduction2:378 Step Research Process7:55Completing an Investment Idea Template5:12Differences Between the Research Process at a Hedge Fund and at a Mutual Fun1:23Interviewing Management as Part of the Investment Research Process8:24Quiz on the Investment Research Process
- 24. "Buy Side" Part 4: Catalysts (Meaning the Reason to Invest as Timing is Crucial)What is an Investment Catalyst and Why is it Important?1:10Catalysts for Hedge Funds5:17Catalysts for Mutual Funds4:26Quiz on CatalystsSide Note: More Details on the Quarterly Earnings Call3:54
- 25. "Buy Side" Part 5: Coming Up with Hedge Fund (Shorter-Term) Investment IdeasIntroduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas.1:10Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes2:47How to Create and Pitch Hedge Fund Long Ideas4:58How to Create and Pitch Hedge Fund Short Ideas + Exercise6:38Hedge Fund Idea Templates (Use these to impress your boss or potential boss)
- 26. Trading Technical Analysis and Trader (and Other) Financial Analyst RolesAnalyzing Technicals and Stop Losses14:26Introduction to Traders and 9 Other Financial Analyst Roles2:32Salestrader Financial Analyst Role (Part of an Investment Bank)1:03Salestrader Pros and Cons2:09Salestrader Day in the Life3:26Sell Side Trader Financial Analyst Role (Part of an Investment Bank)5:05Sell Side Trader Pros and Cons1:44Sell Side Trader Day in the Life3:12Buy Side Trader (@ a Hedge Fund or Mutual Fund) Financial Analyst Role Overview2:02Buy Side Trader Pros and Cons2:43Buy Side Trader Day in the Life4:02
- 27. "Buy Side" Part 6: Coming Up with Mutual Fund (Longer Term) Investment IdeasIntroduction to Coming Up with Mutual Fund Long (Buy) Ideas.1:24How to Create and Pitch Mutual Fund Long (Buy) Ideas10:31Long Only Mutual Fund Template (Use this to Impress your Boss/Potential Boss)
- 28. "Buy Side" Part 7: Buy Side InterviewGetting Hired as a Mutual Fund Analyst: 9 GREAT Strategies5:45Getting Hired as a Hedge Fund Analyst9:47
- 29. "Buy Side" Part 8: Keeping Your Boss (Portfolio Manager) Happy @ a Hedge FundHow to Manage Up (Yep - Your Boss Who is the Portfolio Manager)3:35Politics in Hedge Funds to Be Aware of3:33
- 30. "Buy Side" Part 9: Keeping Your Boss (Portfolio Manager) Happy at a Mutual FundHow to Manage Up (Yep - Your Boss Who is the Portfolio Manager)3:27Politics in Mutual Funds to Be Aware of1:53
- 31. "Buy Side" Part 10: Beta & Getting Promoted from Analyst to Port. M. @Hedge fundWhat is the Role of a Hedge Fund Portfolio Manager?15:01How to Get Promoted from Analyst to Portfolio Manager Part 1 of 21:53How to Get Promoted from Analyst to Portfolio Manager Part 2 of 214:17
- 32. "Buy Side" Part 11: Getting Promoted from Analyst to PM @ Mutual FundWhat is the Role of a Mutual Fund Portfolio Manager?4:51How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund5:55
- 33. Equity Sales Financial Analyst Role (Part of an Investment Bank)Equity Sales Overview2:16Equity Sales Pros and Cons2:53Equity Sales Day in the Life5:50
- 34. Equity Capital Markets (ECM) Financial Analyst Role (Part of an Investment Bank)Equity Capital Markets (ECM) Overview1:05Equity Capital Markets (ECM) Pros and Cons1:58Equity Capital Markets (ECM) Day in the Life5:07
- 35. Computer / Artificial Intelligence Financial Analyst RoleComputer / Artificial Intelligence Overview1:10Computer / Artificial Intelligence Pros and Cons3:29Computer / Artificial Intelligence Day in the Life4:11
- 36. Private Equity Financial Analyst RolePrivate Equity Overview1:34Private Equity Day in the Life3:42Private Equity Pros and Cons....AND A SURPRISE!3:02
- 37. Private Wealth ManagementPrivate Wealth Management Overview3:42Private Wealth Management Pros and Cons3:02Private Wealth Management Day in the Life2:42
- 38. Large Non-Finance Company Financial Analyst RoleFinancial Analyst at a Large Non Finance Company Overview1:19Financial Analyst at a Large Non Finance Company Pros and Cons1:19Financial Analyst at a Large Non Finance Company Day in the Life2:29
- 39. Introduction to Creating Financials, Modeling and Valuing CompaniesIntroducing Your "7 Step Financial Statement + Modeling + Valuation Template"6:52Step 1: Financial Modeling Best Practices5:23
- 40. Forecasting Revenue and Case Study #1: Projecting Shark VR’s RevenueStep 2: Forecasting Revenue (How to Use the Step 2 Excel Tab)17:14Case Study #1: Helping Shark Virtual Reality with Revenue Modeling12:34Answers to Case Study #1: Helping Shark Virtual Reality with Revenue Modeling14:07
- 41. Intro to the Income Statement & Case #2: Making Shark VR’s Income StatementWhy is the Income Statement Important & How Can It Help You Achieve Your Goals3:10Income Statement Explanation3:57Income Statement Example and Analysis8:46Step 3: Income Statement (How to Use the Step 3 Excel Tab)20:50Case Study #2: Helping Shark Virtual Reality with the Income Statement5:14Answers to Case Study #2: Helping Shark Virtual Reality with Revenue Modeling12:19
- 42. Intro to the Balance Sheet & Case #3: Making Shark VR’s Balance SheetWhy is the Balance Sheet Important & How Can It Help You Achieve Your Goals1:12Balance Sheet Explanation2:04Balance Sheet Example and Analysis8:39Step 4: Balance Sheet (How to Use the Step 4 Excel Tab)7:42Case Study #3: Helping Shark Virtual Reality with the Balance Sheet3:08Answer to Case Study #3: Helping Shark Virtual Reality with the Balance Sheet6:31
- 43. Intro to the Cash Flow Statement & Case #4: Making Shark VR’s CF StatementWhy is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals1:53Cash Flow Statement Explanation2:07Cash Flow Statement Example and Analysis6:33Step 5: Cash Flow Statement (How to Use the Step 5 Excel Tab)9:03Case Study #4: Helping Shark Virtual Reality with the Cash Flow Statement1:39Answer to Case Study #4: Helping Shark VR with the Cash Flow Statement1:55Financial Statement Analysis Conclusion (How All 3 Statements Are Related)2:18
- 44. Financial Model Data Sources and Financial ModelsWhy is Financial Modeling Important & How Can It Help You Achieve Your Goals2:15You Already Know How to Model! : )1:23Model Data Source #1 of 3: SEC.gov7:21Model Data Source #2 of 3: Investor Relations (Also Called "I.R.")11:11Model Data Source #3 of 3: Yahoo Finance5:25
- 45. The IPO of Shark Virtual Reality Part 1 (Case #5 Modeling Shark VR)THIS IS THE BIG ONE!!!!!! WOOOHOOO!!!!!1:31Case Study #5: The S-1 for Shark Virtual Reality1:21Answer to Case Study #5: The S-1 for Shark Virtual Reality4:12
- 46. Intro to Valuation (for All Types of Investors, including Growth & Value IIntroduction to Valuation1:16More Detail on Growth Versus Value and P/E + P/R + DCF Overview5:13Exercise: Valuation Best Practices Quiz
- 47. Valuation Using DCF & Case #6: Valuing Shark VR Using DCFWhat is DCF, Why is it Important and How Does it Work?6:17Calculating the Terminal Value2:42Calculating the Weighted Average Cost of Capital (WACC)6:16DCF Example7:45Step 6: DCF Valuation (How to Use the Step 6 Excel Tab)17:08Case Study #6: Valuation Using DCF for Shark Virtual Reality0:24Answer to Case Study #6: Valuation Using DCF for Shark Virtual Reality2:41
- 48. Valuation Using Price/Revenue (P/R) & Case #7: Valuing Shark VR Using P/RWhat is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio?1:59What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio?1:44Price to Revenue Example8:33Step 7: Other Valuations (How to Use the Step 7 Excel Tab)3:06Case Study #7: Valuation Using P/R for Shark Virtual Reality1:39Answer to Case Study #7: Valuation Using P/R for Shark Virtual Reality1:39
- 49. Valuation Using P/E, Other Ways to Value Firms & Case #8: Valuing SIntroduction to P/E and Why it Matters2:46Case Study #8: Valuation Using P/E for Shark Virtual Reality1:10Answer to Case Study #8: Valuation Using P/E for Shark Virtual Reality1:04Additional Valuation Methodologies1:44
- 50. The IPO of Shark Virtual Reality Part 2: Valuing Shark VR & HOW DID THE DEAL DO?Discussing of the Shark Virtual Reality IPO (Continues in the Next Lecture)14:49...Additional Shark VR IPO Discussion and Who is this "Shark?"9:21
- 51. How Hedge Funds & Mutual Funds Model and Value Shark VR (Case #9 and #10)How Hedge Funds Create Financial Models and Target Prices0:57Case Study #9: Hedge Fund Valuation and Modeling of Shark Virtual Reality1:12Answer to Case Study #9: Hedge Fund Valuation and Modeling of Shark VR1:34How Mutual Funds Create Financial Models and Target Prices2:49Case Study #10: Mutual Fund Valuation and Modeling of Shark VR1:17Answer to Case Study #10: Mutual Fund Valuation and Modeling of Shark VR1:25
- 52. Ethics & Compliance (Stay Out of Jail)Compliance is CRUCIAL for all Financial Analysts10:41
- 53. HOSTILE TAKEOVER ALERT & Course Conclusion!!! Wow...WOW WHAT A FINISH! Putting it all Together!5:48
The Complete Financial Analyst Training & Investing Course
CH
Chris HarounInstructor
Chris Haroun is an award winning business school professor, venture capitalist, MBA graduate from Columbia University and former Goldman Sachs employee. He has raised/managed over $1bn in his career. He also has work experience at hedge fund giant Citadel, consulting firm Accenture, and several firms that he has started, including an investment firm that had a venture capital / private investment in Facebook several years before the Facebook IPO. He is the founder and CEO of Haroun Education Ventures.Chris is the author of 101 Crucial Lessons They Don't Teach You In Business School. Forbes recently called this book '1 of 6 books that all entrepreneurs must read right now'.
He is also the author of The Ultimate Practical Business Manual: Everything You Need to Know About Business (from Launching a Company to Taking it Public), and 10 other business books.
Chris is also a frequent guest lecturer at several Bay Area business schools including Berkeley and Stanford. He has written numerous articles and has been interviewed in Forbes, VentureBeat, Entrepreneur Magazine, Wired Magazine, AlleyWatch and Radio Television Hong Kong (RTHK) which is Hong Kong's oldest and sole public service broadcaster. He has his own entrepreneurship column in Inc. magazine.
He has an MBA in Finance from Columbia University and a Bachelor of Commerce Degree with a major in Management Information Systems and International Business from McGill University where he is a McGill University Dobson Fellow. He has founded several companies, including his most recent company, BusinessCareerCoaching and he serves on the boards of several Bay Area technology companies and charities and he lives in Hillsborough, California. Chris Haroun's goal is to "make business education impactful and entertaining with no boring theory; edutainment works!"
Description
Welcome to The Complete Financial Analyst Training and Investing Course by the award-winning professor, Columbia MBA graduate, hedge fund founder, venture capitalist, and TEDx Talk speaker, Chris Haroun. This is the most thorough financial analyst course available anywhere on the web and was designed specifically to prepare you to be competitive in the finance industry. Chris Haroun went through the Goldman Sachs financial analyst training program as well as the new hire training programs of other top finance companies—and brings all this knowledge straight to your screen. Do you have what it takes to complete this 22+ hour comprehensive finance training program? We'll see you on the other side.
- Become an expert in Excel for financial analysts
- Learn how an IPO works
- Learn how to manage a portfolio
- Start building financial models
- Learn how to get hired & promoted as a financial analyst
- Understand how risk management works
- Study technical analysis
- Learn how to value companies
- Study how Monetary Policy & Fiscal Policy works
- Understand how interest rates are changed
- Study how to pitch long & short ideas to portfolio managers
- Find great venture capital investment ideas
- And much more!
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- Length of time users can access this course: lifetime
- Access options: web streaming, mobile streaming
- Certification of completion included
- Redemption deadline: redeem your code within 30 days of purchase
- Experience level required: all levels
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- Internet required
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