The Complete Stock & Cryptocurrency Investment Toolkit Bundle

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$200.00 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 Course
Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets1:18
Introduction and How to Take this Course14:22
Overview of Different Financial Analyst Roles and How They Work Together3:46
What Are the Major Differences Between the Different Financial Analyst Roles?11:27
What 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 Most
How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy3:23
Optional Practice Activity:Decide What Finance Role You're Most Passionate About
Practice Activity Results Analysis3:26
3. Global Macroeconomics + How the World of Finance Works + Excel Part 1/4: The IMF
Introduction to Global Economics (What, Why & How of this Section)4:39
The International Monetary Fund, GDP and Why this Matters to Financial Analysts19:05
Excel Exercise #1: Analyzing IMF GDP Data5:33
Answers to Excel Exercise #1: Part 1 of 3 (Answers to Questions 1 through 12)19:59
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
The World Bank as Another Great Data Resource for Financial Analysts2:26
Excel Exercise #2: Analyzing World Bank Inflation Data1:03
Answers to the Excel Exercise #25:11
5. Global Econ. & Excel Part 3/4: Currencies, Monetary Policy and Interest Rates
How+ Why Do Interest Rates Change & Why this is Important for Financial Analysts19:17
Understanding Currency Movements and Monetary Policy16:56
Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics0:45
Answers to the Excel Exercise #310:40
6. Global Econ. +Excel Part 4/4: Fiscal Policy, WTO, Monopolies, Bitcoin & More
Fiscal Policy and Economic Stimulation13:46
The World Trade Organization as Another Great Resource for Financial Analysts1:45
Monopolies & Oligopolies are the Best Investments2:10
Quiz on Global Macroeconomics for Financial Analysts
Side Note: Is Bitcoin the Largest Threat to National Monetary Policy Security?4:00
7. Foundations & Introducing "Portfolio Management, Investment & Excel Dashboard!"
Finance Foundations Introduction1:42
Quick Accounting Review and the Shark Virtual Reality IPO? : )3:14
Attached is Your 7 Step Template for Creating Financials, Models and Valuations!4:09
What are Growth and Value Investors and Why this is Important to Your Success5:13
What Financial Statements & Valuation Methods Matter Most to Which Analysts?3:54
Excel Exercise #4: Formatting the Portfolio Dashboard1:38
Answers to Excel Exercise #4: Part 1 of 2 (Answers to Questions 1 through 5)8:55
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
What is Investment Banking and How Does it Work?11:47
Deliverables that Investment Bankers Create8:35
The IPO (Initial Public Offering) and the NDR (Non Deal Roadshow)9:04
Introduction to Investment Banking Modeling, Mergers & Acquisitions & Valuation19:09
Coming up with M&A (Mergers & Acquisitions) Ideas4:45
9. Investment Banking Part 2: Getting Hired, Promoted, Pros & Cons and Much More
How to Get Promoted in Investment Banking7:08
7 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) Jobs19:23
How to "Manage Up" in Investment Banking and Financial Services in General3:42
The Pros and Cons of Working in Investment Banking4:10
Investment Banking Politics to Be Aware of3:50
10. Stock Markets + Portfolio Management: Part 1: Learn by Doing Excel Exercises
Excel Exercise #5: Stock Market Index,Valuation, Earnings+Conditional Formatting4:06
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
Exercise #6: Stock Sector Analysis, Risk Management, Data Feeds & Data Analysis2:00
Answers to Excel Exercise #6: Part 1 of 4 (Answers to Questions 1 through 6)17:24
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)4:27
12. Stock Markets + Portfolio Management: Part 3: Learn by Doing Excel Exercises
Exercise #7: Introduction to the INCREDIBLE Yahoo Finance "A.P.I.!"4:14
Answers to Excel Exercise #7: Part 1 of 3 (Answers to Questions 1 and 2)16:22
Answers to Excel Exercise #7: Part 2 of 3 (Answer to Question 3)4:08
Answers to Excel Exercise #7: Part 3 of 3 (Answers to Questions 4 and 5)5:12
Side 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 Exercises
Excel Exercise #8: Introduction: FX Exchange, Spinners, Check-boxes and More!2:17
Answers to Excel Exercise #8: Part 1 of 3 (Answers to Questions 1 through 7)1:58
Answers to Excel Exercise #8: Part 2 of 3 (Answer to Question 8)6:32
Answers 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 1
Exercise #9: Intro: VLOOKUP for Sector Drivers, Sector and Stock Risk Exposure1:47
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)15:47
Answers 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 2
Exercise #10: Intro: Beta/Alpha+ More Portfolio/Risk Management Dashboard Topics3:26
Answers to Excel Exercise #10: Part 1 of 4 (Answers to Questions 1 through 5)17:43
Answers to Excel Exercise #10: Part 2 of 4 (Answers to Questions 6 through 8)1:40
Answers to Excel Exercise #10: Part 3 of 4 (Answers to Questions 9 and 10)20:09
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
What is the Sell Side and How Does it Work?9:01
The Relationship Between the "Sell Side" and the"Buy Side"5:27
Coming Up with Sell Side Research Ratings6:34
How to Create a Detailed Investment Research Report (22 Page Template Attached)9:12
Earnings Reports (What Are they and How to Write them)7:58
How to Pitch Investments Ideas to the Buy Side (to Hedge and Mutual Funds)2:41
Modeling for Sell Side Analysts2:02
17. "Sell Side" Equity Research Part 2: Getting Promoted, Hired, Politics & More
How to Get Promoted in Sell Side Equity Research4:00
7 Things You Must Do to Get Hired as a Financial Analyst in Equity Research1:51
How to Manage Up in Equity Research5:51
The Pros and Cons of Being an Equity Research Analyst3:45
Equity Sell Side Research Politics to Be Aware of2:20
A Day in the Life of a Sell Side Analyst5:00
18. Surprise Compliance Emergency Lecture (Please take Compliance Very Seriously)
Side Note: Important Compliance Topics3:20
Please Be Careful and Always Compliant. Thanks3:51
19. Venture Capital Part 1: Introduction, Coming Up with Ideas + Beating Other VCs
Venture Capital Overview12:09
How Do You Find GREAT Venture Capital Ideas?4:05
Pitching VC Ideas to the Partner You Work For17:48
How Do You Win Deals in Venture Capital Over Other Firms?6:13
How to Create Financial Models in the Venture Capital Sector5:43
20. Venture Capital Part 2: Getting Promoted, Hired, Pros & Cons, Politics in VC etc
How to Get Promoted to Partner at a VC Firm3:29
How to Get Hired at a VC Firm4:05
How to Manage Up at a VC Firm2:01
Venture Capital Pros and Cons3:40
Politics at a VC Firm2:09
Venture Capital a Day in the Life5:11
Side 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)9:12
A Day in the Life of a Hedge Fund Analyst4:39
Pros and Cons of Working at a Hedge Fund2:08
Other Hedge Fund Strategies (Event Driven, Computer Trading etc.)4:48
Side 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?6:09
A Day in the Life of a Mutual Fund Analyst2:13
Pros and Cons of Working at a Mutual Fund2:56
23. "Buy Side" Part 3: What is a Buy Side Research Process?
Research Process Introduction2:37
8 Step Research Process7:55
Completing an Investment Idea Template5:12
Differences Between the Research Process at a Hedge Fund and at a Mutual Fun1:23
Interviewing Management as Part of the Investment Research Process8:24
Quiz 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?1:10
Catalysts for Hedge Funds5:17
Catalysts for Mutual Funds4:26
Quiz on Catalysts
Side Note: More Details on the Quarterly Earnings Call3:54
25. "Buy Side" Part 5: Coming Up with Hedge Fund (Shorter-Term) Investment Ideas
Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas.1:10
Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes2:47
How to Create and Pitch Hedge Fund Long Ideas4:58
How to Create and Pitch Hedge Fund Short Ideas + Exercise6:38
Hedge Fund Idea Templates (Use these to impress your boss or potential boss)
26. Trading Technical Analysis and Trader (and Other) Financial Analyst Roles
Analyzing Technicals and Stop Losses14:26
Introduction to Traders and 9 Other Financial Analyst Roles2:32
Salestrader Financial Analyst Role (Part of an Investment Bank)1:03
Salestrader Pros and Cons2:09
Salestrader Day in the Life3:26
Sell Side Trader Financial Analyst Role (Part of an Investment Bank)5:05
Sell Side Trader Pros and Cons1:44
Sell Side Trader Day in the Life3:12
Buy Side Trader (@ a Hedge Fund or Mutual Fund) Financial Analyst Role Overview2:02
Buy Side Trader Pros and Cons2:43
Buy Side Trader Day in the Life4:02
27. "Buy Side" Part 6: Coming Up with Mutual Fund (Longer Term) Investment Ideas
Introduction to Coming Up with Mutual Fund Long (Buy) Ideas.1:24
How to Create and Pitch Mutual Fund Long (Buy) Ideas10:31
Long Only Mutual Fund Template (Use this to Impress your Boss/Potential Boss)
28. "Buy Side" Part 7: Buy Side Interview
Getting Hired as a Mutual Fund Analyst: 9 GREAT Strategies5:45
Getting Hired as a Hedge Fund Analyst9:47
29. "Buy Side" Part 8: Keeping Your Boss (Portfolio Manager) Happy @ a Hedge Fund
How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)3:35
Politics in Hedge Funds to Be Aware of3:33
30. "Buy Side" Part 9: Keeping Your Boss (Portfolio Manager) Happy at a Mutual Fund
How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)3:27
Politics in Mutual Funds to Be Aware of1:53
31. "Buy Side" Part 10: Beta & Getting Promoted from Analyst to Port. M. @Hedge fund
What is the Role of a Hedge Fund Portfolio Manager?15:01
How to Get Promoted from Analyst to Portfolio Manager Part 1 of 21:53
How 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 Fund
What is the Role of a Mutual Fund Portfolio Manager?4:51
How 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 Overview2:16
Equity Sales Pros and Cons2:53
Equity Sales Day in the Life5:50
34. Equity Capital Markets (ECM) Financial Analyst Role (Part of an Investment Bank)
Equity Capital Markets (ECM) Overview1:05
Equity Capital Markets (ECM) Pros and Cons1:58
Equity Capital Markets (ECM) Day in the Life5:07
35. Computer / Artificial Intelligence Financial Analyst Role
Computer / Artificial Intelligence Overview1:10
Computer / Artificial Intelligence Pros and Cons3:29
Computer / Artificial Intelligence Day in the Life4:11
36. Private Equity Financial Analyst Role
Private Equity Overview1:34
Private Equity Day in the Life3:42
Private Equity Pros and Cons....AND A SURPRISE!3:02
37. Private Wealth Management
Private Wealth Management Overview3:42
Private Wealth Management Pros and Cons3:02
Private Wealth Management Day in the Life2:42
38. Large Non-Finance Company Financial Analyst Role
Financial Analyst at a Large Non Finance Company Overview1:19
Financial Analyst at a Large Non Finance Company Pros and Cons1:19
Financial Analyst at a Large Non Finance Company Day in the Life2:29
39. Introduction to Creating Financials, Modeling and Valuing Companies
Introducing Your "7 Step Financial Statement + Modeling + Valuation Template"6:52
Step 1: Financial Modeling Best Practices5:23
40. Forecasting Revenue and Case Study #1: Projecting Shark VR’s Revenue
Step 2: Forecasting Revenue (How to Use the Step 2 Excel Tab)17:14
Case Study #1: Helping Shark Virtual Reality with Revenue Modeling12:34
Answers 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 Statement
Why is the Income Statement Important & How Can It Help You Achieve Your Goals3:10
Income Statement Explanation3:57
Income Statement Example and Analysis8:46
Step 3: Income Statement (How to Use the Step 3 Excel Tab)20:50
Case Study #2: Helping Shark Virtual Reality with the Income Statement5:14
Answers 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 Sheet
Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals1:12
Balance Sheet Explanation2:04
Balance Sheet Example and Analysis8:39
Step 4: Balance Sheet (How to Use the Step 4 Excel Tab)7:42
Case Study #3: Helping Shark Virtual Reality with the Balance Sheet3:08
Answer 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 Statement
Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals1:53
Cash Flow Statement Explanation2:07
Cash Flow Statement Example and Analysis6:33
Step 5: Cash Flow Statement (How to Use the Step 5 Excel Tab)9:03
Case Study #4: Helping Shark Virtual Reality with the Cash Flow Statement1:39
Answer to Case Study #4: Helping Shark VR with the Cash Flow Statement1:55
Financial Statement Analysis Conclusion (How All 3 Statements Are Related)2:18
44. Financial Model Data Sources and Financial Models
Why is Financial Modeling Important & How Can It Help You Achieve Your Goals2:15
You Already Know How to Model! : )1:23
Model Data Source #1 of 3: SEC.gov7:21
Model Data Source #2 of 3: Investor Relations (Also Called "I.R.")11:11
Model 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!!!!!1:31
Case Study #5: The S-1 for Shark Virtual Reality1:21
Answer to Case Study #5: The S-1 for Shark Virtual Reality4:12
46. Intro to Valuation (for All Types of Investors, including Growth & Value I
Introduction to Valuation1:16
More Detail on Growth Versus Value and P/E + P/R + DCF Overview5:13
Exercise: Valuation Best Practices Quiz
47. Valuation Using DCF & Case #6: Valuing Shark VR Using DCF
What is DCF, Why is it Important and How Does it Work?6:17
Calculating the Terminal Value2:42
Calculating the Weighted Average Cost of Capital (WACC)6:16
DCF Example7:45
Step 6: DCF Valuation (How to Use the Step 6 Excel Tab)17:08
Case Study #6: Valuation Using DCF for Shark Virtual Reality0:24
Answer 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/R
What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio?1:59
What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio?1:44
Price to Revenue Example8:33
Step 7: Other Valuations (How to Use the Step 7 Excel Tab)3:06
Case Study #7: Valuation Using P/R for Shark Virtual Reality1:39
Answer 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 S
Introduction to P/E and Why it Matters2:46
Case Study #8: Valuation Using P/E for Shark Virtual Reality1:10
Answer to Case Study #8: Valuation Using P/E for Shark Virtual Reality1:04
Additional 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 Prices0:57
Case Study #9: Hedge Fund Valuation and Modeling of Shark Virtual Reality1:12
Answer to Case Study #9: Hedge Fund Valuation and Modeling of Shark VR1:34
How Mutual Funds Create Financial Models and Target Prices2:49
Case Study #10: Mutual Fund Valuation and Modeling of Shark VR1:17
Answer 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

Chris Haroun

Instructor

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!

All featured courses are designed for educational purposes only and do not reflect our views or recommendations. Please note that all course purchasers invest at their own risk.

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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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