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Course name Finance Courses Financial Analyst and Investor Course: Financial Analyst & Investor Course

Financial Analyst and Investor Course Video Course

Financial Analyst and Investor Course Video Course is developed by Finance Courses Professionals to help you pass the Financial Analyst and Investor Course exam.

You Will Learn:

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Description

This course will improve your knowledge and skills required to pass Financial Analyst & Investor Course exam.

Curriculum For This Course

  • 1. Course Introduction & How to Take this Course 4 Videos 00:30:38
    • Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets 01:19
    • Introduction and How to Take this Course 13:03
    • What Are the Major Differences Between the Different Financial Analyst Roles? 11:28
    • What Are the Pros and Cons of Working as a Financial Analyst? 03:32
  • 2. Optional Exercise: Decide What Financial Analyst Role Interests You the Most 2 Videos 00:06:49
    • How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy 03:23
    • Practice Activity Results Analysis 03:26
  • 3. Global Macroeconomics + How the World of Finance Works + Excel Part 1/4: The IMF 6 Videos 01:13:45
    • Introduction to Global Economics (What, Why & How of this Section) 04:39
    • The International Monetary Fund, GDP and Why this Matters to Financial Analysts 04:50
    • Excel Exercise #1: Analyzing IMF GDP Data 05:33
    • Answers to Excel Exercise #1: Part 1 of 3 (Answers to Questions 1 through 12) 20:00
    • 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 3 Videos 00:08:40
    • The World Bank as Another Great Data Resource for Financial Analysts 02:26
    • Excel Exercise #2: Analyzing World Bank Inflation Data 01:03
    • Answers to the Excel Exercise #2 05:11
  • 5. Global Econ. & Excel Part 3/4: Currencies, Monetary Policy and Interest Rates 4 Videos 00:47:38
    • How+ Why Do Interest Rates Change & Why this is Important for Financial Analysts 19:17
    • Understanding Currency Movements and Monetary Policy 16:56
    • Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics 00:46
    • Answers to the Excel Exercise #3 10:40
  • 6. Global Econ. +Excel Part 4/4: Fiscal Policy, WTO, Monopolies, Bitcoin & More 4 Videos 00:21:41
    • Fiscal Policy and Economic Stimulation 13:46
    • The World Trade Organization as Another Great Resource for Financial Analysts 01:45
    • Monopolies & Oligopolies are the Best Investments 02:10
    • Side Note: Is Bitcoin the Largest Threat to National Monetary Policy Security? 04:00
  • 7. Foundations & Introducing "Portfolio Management, Investment & Excel Dashboard!" 8 Videos 00:43:51
    • Finance Foundations Introduction 01:42
    • Quick Accounting Review and the Shark Virtual Reality IPO? : ) 01:40
    • Attached is Your 7 Step Template for Creating Financials, Models and Valuations! 04:09
    • What are Growth and Value Investors and Why this is Important to Your Success 05:14
    • What Financial Statements & Valuation Methods Matter Most to Which Analysts? 03:55
    • Excel Exercise #4: Formatting the Portfolio Dashboard 01:38
    • Answers to Excel Exercise #4: Part 1 of 2 (Answers to Questions 1 through 5) 08:55
    • 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 5 Videos 00:53:20
    • What is Investment Banking and How Does it Work? 11:47
    • Deliverables that Investment Bankers Create 08:35
    • The IPO (Initial Public Offering) and the NDSR (Non Deal Roadshow) 09:04
    • Introduction to Investment Banking Modeling, Mergers & Acquisitions & Valuation 19:10
    • Coming up with M&A (Mergers & Acquisitions) Ideas 04:45
  • 9. Investment Banking Part 2: Getting Hired, Promoted, Pros & Cons and Much More 5 Videos 00:38:13
    • How to Get Promoted in Investment Banking 07:08
    • 7 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) Jobs 19:23
    • How to "Manage Up" in Investment Banking and Financial Services in General 03:42
    • The Pros and Cons of Working in Investment Banking 04:11
    • Investment Banking Politics to Be Aware of 03:51
  • 10. Stock Markets + Portfolio Management: Part 1: Learn by Doing Excel Exercises 4 Videos 00:56:48
    • Excel Exercise #5: Stock Market Index,Valuation, Earnings+Conditional Formatting 04:06
    • 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 5 Videos 00:52:26
    • Exercise #6: Stock Sector Analysis, Risk Management, Data Feeds & Data Analysis 02:00
    • Answers to Excel Exercise #6: Part 1 of 4 (Answers to Questions 1 through 6) 17:25
    • 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) 04:27
  • 12. Stock Markets + Portfolio Management: Part 3: Learn by Doing Excel Exercises 5 Videos 00:44:39
    • Exercise #7: Introduction to the INCREDIBLE Yahoo Finance "A.P.I.!" 04:15
    • Answers to Excel Exercise #7: Part 1 of 3 (Answers to Questions 1 and 2) 16:44
    • Answers to Excel Exercise #7: Part 2 of 3 (Answer to Question 3) 12:39
    • Answers to Excel Exercise #7: Part 3 of 3 (Answers to Questions 4 and 5) 06:12
    • Side Note: It Shouldn't Be About $, But Here is What an Analyst Makes 04:52
  • 13. Stock Markets + Portfolio Management: Part 4: Learn by Doing Excel Exercises 4 Videos 00:32:34
    • Excel Exercise #8: Introduction: FX Exchange, Spinners, Check-boxes and More! 02:17
    • Answers to Excel Exercise #8: Part 1 of 3 (Answers to Questions 1 through 7) 09:40
    • Answers to Excel Exercise #8: Part 2 of 3 (Answer to Question 8) 06:06
    • Answers to Excel Exercise #8: Part 3 of 3 (Answers to Questions 9 and 10) 14:31
  • 14. Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 1 4 Videos 00:40:26
    • Exercise #9: Intro: VLOOKUP for Sector Drivers, Sector and Stock Risk Exposure 01:47
    • 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) 15:48
    • Answers to Excel Exercise #9: Part 3 of 3 (Answers to Questions 8 through 10) 05:01
  • 15. Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 2 5 Videos 01:15:15
    • Exercise #10: Intro: Beta/Alpha+ More Portfolio/Risk Management Dashboard Topics 03:34
    • Answers to Excel Exercise #10: Part 1 of 4 (Answers to Questions 1 through 5) 18:21
    • Answers to Excel Exercise #10: Part 2 of 4 (Answers to Questions 6 through 8) 14:19
    • Answers to Excel Exercise #10: Part 3 of 4 (Answers to Questions 9 and 10) 20:18
    • 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 7 Videos 00:42:55
    • What is the Sell Side and How Does it Work? 09:01
    • The Relationship Between the "Sell Side" and the"Buy Side" 05:27
    • Coming Up with Sell Side Research Ratings 06:34
    • How to Create a Detailed Investment Research Report (22 Page Template Attached) 09:13
    • Earnings Reports (What Are they and How to Write them) 07:58
    • How to Pitch Investments Ideas to the Buy Side (to Hedge and Mutual Funds) 02:42
    • Modeling for Sell Side Analysts 02:02
  • 17. "Sell Side" Equity Research Part 2: Getting Promoted, Hired, Politics & More 6 Videos 00:22:45
    • How to Get Promoted in Sell Side Equity Research 04:00
    • 7 Things You Must Do to Get Hired as a Financial Analyst in Equity Research 01:52
    • How to Manage Up in Equity Research 05:51
    • The Pros and Cons of Being an Equity Research Analyst 03:45
    • Equity Sell Side Research Politics to Be Aware of 02:18
    • A Day in the Life of a Sell Side Analyst 05:01
  • 18. Surprise Compliance Emergency Lecture (Please take Compliance Very Seriously) 2 Videos 00:07:11
    • Side Note: Important Compliance Topics 03:20
    • Please Be Careful and Always Compliant. Thanks 03:51
  • 19. Venture Capital Part 1: Introduction, Coming Up with Ideas + Beating Other VCs 5 Videos 00:45:58
    • Venture Capital Overview 11:43
    • How Do You Find GREAT Venture Capital Ideas? 04:05
    • Pitching VC Ideas to the Partner You Work For 17:48
    • How Do You Win Deals in Venture Capital Over Other Firms? 06:13
    • How to Create Financial Models in the Venture Capital Sector 05:43
  • 20. Venture Capital Part 2: Getting Promoted, Hired, Pros & Cons, Politics in VC etc 7 Videos 00:24:19
    • How to Get Promoted to Partner at a VC Firm 03:30
    • How to Get Hired at a VC Firm 04:05
    • How to Manage Up at a VC Firm 02:01
    • Venture Capital Pros and Cons 03:40
    • Politics at a VC Firm 02:09
    • Venture Capital a Day in the Life 05:12
    • Side Note: 10 Meetings Best Practices 03:44
  • 21. "Buy Side" Part 1: Hedge Funds & Short Positions (Opposite of Owning a Stock) 5 Videos 00:23:26
    • Hedge Funds Introduction & How Does a Short Work (Opposite of Owning a Stock) 09:12
    • A Day in the Life of a Hedge Fund Analyst 04:39
    • Pros and Cons of Working at a Hedge Fund 02:09
    • Other Hedge Fund Strategies (Event Driven, Computer Trading etc.) 04:49
    • Side Note: You Need MANY Mentors if You Want a Promotion! 02:39
  • 22. "Buy Side" Part 2: Mutual Funds (Longer Term Investing, Unlike Most Hedgies) 3 Videos 00:11:18
    • Mutual Funds Introduction & How Do they Work? 06:09
    • A Day in the Life of a Mutual Fund Analyst 02:13
    • Pros and Cons of Working at a Mutual Fund 02:56
  • 23. "Buy Side" Part 3: What is a Buy Side Research Process? 5 Videos 00:25:31
    • Research Process Introduction 02:37
    • 8 Step Research Process 07:56
    • Completing an Investment Idea Template 05:12
    • Differences Between the Research Process at a Hedge Fund and at a Mutual Fun 01:23
    • Interviewing Management as Part of the Investment Research Process 08:25
  • 24. "Buy Side" Part 4: Catalysts (Meaning the Reason to Invest as Timing is Crucial) 4 Videos 00:14:47
    • What is an Investment Catalyst and Why is it Important? 01:10
    • Catalysts for Hedge Funds 05:17
    • Catalysts for Mutual Funds 04:26
    • Side Note: More Details on the Quarterly Earnings Call 03:55
  • 25. "Buy Side" Part 5: Coming Up with Hedge Fund (Shorter-Term) Investment Ideas 4 Videos 00:15:33
    • Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas. 01:11
    • Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes 06:03
    • How to Create and Pitch Hedge Fund Long Ideas 04:58
    • How to Create and Pitch Hedge Fund Short Ideas + Exercise 06:38
  • 26. Trading Technical Analysis and Trader (and Other) Financial Analyst Roles 11 Videos 00:42:24
    • Analyzing Technicals and Stop Losses 14:26
    • Introduction to Traders and 9 Other Financial Analyst Roles 02:32
    • Salestrader Financial Analyst Role (Part of an Investment Bank) 01:04
    • Salestrader Pros and Cons 02:10
    • Salestrader Day in the Life 03:26
    • Sell Side Trader Financial Analyst Role (Part of an Investment Bank) 05:05
    • Sell Side Trader Pros and Cons 01:45
    • Sell Side Trader Day in the Life 03:12
    • Buy Side Trader (@ a Hedge Fund or Mutual Fund) Financial Analyst Role Overview 02:02
    • Buy Side Trader Pros and Cons 02:44
    • Buy Side Trader Day in the Life 04:02
  • 27. "Buy Side" Part 6: Coming Up with Mutual Fund (Longer Term) Investment Ideas 2 Videos 00:11:55
    • Introduction to Coming Up with Mutual Fund Long (Buy) Ideas. 01:25
    • How to Create and Pitch Mutual Fund Long (Buy) Ideas 10:31
  • 28. "Buy Side" Part 7: Buy Side Interview 2 Videos 00:15:32
    • Getting Hired as a Mutual Fund Analyst: 9 GREAT Strategies 05:46
    • Getting Hired as a Hedge Fund Analyst 09:48
  • 29. "Buy Side" Part 8: Keeping Your Boss (Portfolio Manager) Happy @ a Hedge Fund 2 Videos 00:07:08
    • How to Manage Up (Yep - Your Boss Who is the Portfolio Manager) 03:35
    • Politics in Hedge Funds to Be Aware of 03:34
  • 30. "Buy Side" Part 9: Keeping Your Boss (Portfolio Manager) Happy at a Mutual Fund 2 Videos 00:05:20
    • How to Manage Up (Yep - Your Boss Who is the Portfolio Manager) 03:28
    • Politics in Mutual Funds to Be Aware of 01:54
  • 31. "Buy Side" Part 10: Beta & Getting Promoted from Analyst to Port. M. @Hedge fund 3 Videos 00:31:11
    • What is the Role of a Hedge Fund Portfolio Manager? 15:01
    • How to Get Promoted from Analyst to Portfolio Manager Part 1 of 2 01:54
    • How to Get Promoted from Analyst to Portfolio Manager Part 2 of 2 14:17
  • 32. "Buy Side" Part 11: Getting Promoted from Analyst to PM @ Mutual Fund 2 Videos 00:10:46
    • What is the Role of a Mutual Fund Portfolio Manager? 04:52
    • How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund 05:56
  • 33. Equity Sales Financial Analyst Role (Part of an Investment Bank) 3 Videos 00:10:59
    • Equity Sales Overview 02:17
    • Equity Sales Pros and Cons 02:53
    • Equity Sales Day in the Life 05:50
  • 34. Equity Capital Markets (ECM) Financial Analyst Role (Part of an Investment Bank) 3 Videos 00:08:10
    • Equity Capital Markets (ECM) Overview 01:06
    • Equity Capital Markets (ECM) Pros and Cons 01:58
    • Equity Capital Markets (ECM) Day in the Life 05:08
  • 35. Computer / Artificial Intelligence Financial Analyst Role 3 Videos 00:08:50
    • Computer / Artificial Intelligence Overview 01:10
    • Computer / Artificial Intelligence Pros and Cons 03:30
    • Computer / Artificial Intelligence Day in the Life 04:11
  • 36. Private Equity Financial Analyst Role 3 Videos 00:08:18
    • Private Equity Overview 01:35
    • Private Equity Day in the Life 03:42
    • Private Equity Pros and Cons....AND A SURPRISE! 03:02
  • 37. Private Wealth Management 3 Videos 00:05:01
    • Private Wealth Management Overview 00:42
    • Private Wealth Management Pros and Cons 01:37
    • Private Wealth Management Day in the Life 02:42
  • 38. Large Non-Finance Company Financial Analyst Role 3 Videos 00:05:07
    • Financial Analyst at a Large Non Finance Company Overview 01:20
    • Financial Analyst at a Large Non Finance Company Pros and Cons 01:20
    • Financial Analyst at a Large Non Finance Company Day in the Life 02:29
  • 39. Introduction to Creating Financials, Modeling and Valuing Companies 2 Videos 00:12:15
    • Introducing Your "7 Step Financial Statement + Modeling + Valuation Template" 06:52
    • Step 1: Financial Modeling Best Practices 05:23
  • 40. Forecasting Revenue and Case Study #1: Projecting Shark VR’s Revenue 3 Videos 00:43:55
    • Step 2: Forecasting Revenue (How to Use the Step 2 Excel Tab) 17:14
    • Case Study #1: Helping Shark Virtual Reality with Revenue Modeling 12:34
    • Answers to Case Study #1: Helping Shark Virtual Reality with Revenue Modeling 14:08
  • 41. Intro to the Income Statement & Case #2: Making Shark VR’s Income Statement 6 Videos 00:54:16
    • Why is the Income Statement Important & How Can It Help You Achieve Your Goals 03:11
    • Income Statement Explanation 03:57
    • Income Statement Example and Analysis 08:47
    • Step 3: Income Statement (How to Use the Step 3 Excel Tab) 20:51
    • Case Study #2: Helping Shark Virtual Reality with the Income Statement 05:14
    • Answers to Case Study #2: Helping Shark Virtual Reality with Revenue Modeling 12:19
  • 42. Intro to the Balance Sheet & Case #3: Making Shark VR’s Balance Sheet 6 Videos 00:29:16
    • Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals 01:12
    • Balance Sheet Explanation 02:04
    • Balance Sheet Example and Analysis 08:39
    • Step 4: Balance Sheet (How to Use the Step 4 Excel Tab) 07:42
    • Case Study #3: Helping Shark Virtual Reality with the Balance Sheet 03:08
    • Answer to Case Study #3: Helping Shark Virtual Reality with the Balance Sheet 06:31
  • 43. Intro to the Cash Flow Statement & Case #4: Making Shark VR’s CF Statement 7 Videos 00:25:28
    • Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals 01:54
    • Cash Flow Statement Explanation 02:07
    • Cash Flow Statement Example and Analysis 06:33
    • Step 5: Cash Flow Statement (How to Use the Step 5 Excel Tab) 09:04
    • Case Study #4: Helping Shark Virtual Reality with the Cash Flow Statement 01:39
    • Answer to Case Study #4: Helping Shark VR with the Cash Flow Statement 01:55
    • Financial Statement Analysis Conclusion (How All 3 Statements Are Related) 02:19
  • 44. Financial Model Data Sources and Financial Models 5 Videos 00:27:35
    • Why is Financial Modeling Important & How Can It Help You Achieve Your Goals 02:15
    • You Already Know How to Model! : ) 01:23
    • Model Data Source #1 of 3: SEC.gov 07:21
    • Model Data Source #2 of 3: Investor Relations (Also Called "I.R.") 11:11
    • Model Data Source #3 of 3: Yahoo Finance 05:25
  • 45. Intro to Valuation (for All Types of Investors, including Growth & Value I 2 Videos 00:06:29
    • Introduction to Valuation 01:16
    • More Detail on Growth Versus Value and P/E + P/R + DCF Overview 05:14
  • 46. Valuation Using DCF & Case #6: Valuing Shark VR Using DCF 7 Videos 00:43:12
    • What is DCF, Why is it Important and How Does it Work? 06:18
    • Calculating the Terminal Value 02:43
    • Calculating the Weighted Average Cost of Capital (WACC) 06:16
    • DCF Example 07:45
    • Step 6: DCF Valuation (How to Use the Step 6 Excel Tab) 17:08
    • Case Study #6: Valuation Using DCF for Shark Virtual Reality 00:24
    • Answer to Case Study #6: Valuation Using DCF for Shark Virtual Reality 02:42
  • 47. Valuation Using Price/Revenue (P/R) & Case #7: Valuing Shark VR Using P/R 5 Videos 00:17:01
    • What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio? 01:59
    • Price to Revenue Example 01:44
    • Step 7: Other Valuations (How to Use the Step 7 Excel Tab) 08:33
    • Case Study #7: Valuation Using P/R for Shark Virtual Reality 03:06
    • Answer to Case Study #7: Valuation Using P/R for Shark Virtual Reality 01:39
  • 48. Valuation Using P/E, Other Ways to Value Firms & Case #8: Valuing S 4 Videos 00:06:44
    • Introduction to P/E and Why it Matters 02:46
    • Case Study #8: Valuation Using P/E for Shark Virtual Reality 01:10
    • Answer to Case Study #8: Valuation Using P/E for Shark Virtual Reality 01:04
    • Additional Valuation Methodologies 01:44
  • 49. The IPO of Shark Virtual Reality Part 2: Valuing Shark VR & HOW DID THE DEAL DO? 2 Videos 00:24:10
    • Discussing of the Shark Virtual Reality IPO (Continues in the Next Lecture) 14:50
    • ...Additional Shark VR IPO Discussion and Who is this "Shark?" 09:21
  • 50. How Hedge Funds & Mutual Funds Model and Value Shark VR (Case #9 and #10) 6 Videos 00:09:14
    • How Hedge Funds Create Financial Models and Target Prices 00:58
    • Case Study #9: Hedge Fund Valuation and Modeling of Shark Virtual Reality 01:12
    • Answer to Case Study #9: Hedge Fund Valuation and Modeling of Shark VR 01:34
    • How Mutual Funds Create Financial Models and Target Prices 02:50
    • Case Study #10: Mutual Fund Valuation and Modeling of Shark VR 01:17
    • Answer to Case Study #10: Mutual Fund Valuation and Modeling of Shark VR 01:25
  • 51. Ethics & Compliance (Stay Out of Jail) 1 Videos 00:10:41
    • Compliance is CRUCIAL for all Financial Analysts 10:41