The Complete Financial Analyst Training & Investing Course

The Complete Financial Analyst Training & Investing Course, available at $99.99, has an average rating of 4.61, with 240 lectures, 4 quizzes, based on 32153 reviews, and has 263056 subscribers.

You will learn about 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. This course is ideal for individuals who are Anyone that wants to be a financial analyst at any type of finance firm for any type of finance role (including investment banking, venture capital, equity research, hedge funds, mutual funds, trading, private equity, equity capital markets, private wealth management and many other roles..we discuss 14 finance roles in this comprehensive course). or Anyone interested in becoming a better investor, stock picker, portfolio manager, analyst and much more. It is particularly useful for Anyone that wants to be a financial analyst at any type of finance firm for any type of finance role (including investment banking, venture capital, equity research, hedge funds, mutual funds, trading, private equity, equity capital markets, private wealth management and many other roles..we discuss 14 finance roles in this comprehensive course). or Anyone interested in becoming a better investor, stock picker, portfolio manager, analyst and much more.

Enroll now: The Complete Financial Analyst Training & Investing Course

Summary

Title: The Complete Financial Analyst Training & Investing Course

Price: $99.99

Average Rating: 4.61

Number of Lectures: 240

Number of Quizzes: 4

Number of Published Lectures: 228

Number of Published Quizzes: 4

Number of Curriculum Items: 244

Number of Published Curriculum Objects: 232

Original Price: $199.99

Quality Status: approved

Status: Live

What You Will Learn

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.

Who Should Attend

Anyone that wants to be a financial analyst at any type of finance firm for any type of finance role (including investment banking, venture capital, equity research, hedge funds, mutual funds, trading, private equity, equity capital markets, private wealth management and many other roles..we discuss 14 finance roles in this comprehensive course).
Anyone interested in becoming a better investor, stock picker, portfolio manager, analyst and much more.

Target Audiences

Anyone that wants to be a financial analyst at any type of finance firm for any type of finance role (including investment banking, venture capital, equity research, hedge funds, mutual funds, trading, private equity, equity capital markets, private wealth management and many other roles..we discuss 14 finance roles in this comprehensive course).
Anyone interested in becoming a better investor, stock picker, portfolio manager, analyst and much more.

#1 Best Selling Investing Course on Udemy! Welcome to The COMPLETE Financial Analyst Training and Investing Courseby the author of the best selling business course on Udemy, an award winning professor, Columbia MBA graduate, former Goldman, hedge fund founder, venture capitalist, TEDx Talk speaker, author & entrepreneur featured in Forbes, Business Insider, Wired & Venture Beat.

I guarantee that this is THE most thorough financial analyst course available ANYWHERE on the market – or your money back. This is the most thorough and longest course I have ever made and anyone can take it and see remarkable improvements in how competitive they are in the finance industry as a financial analyst or as an investor.

CONGRATULATIONS! You have just been hired by Morgan Haroun Sachs Company (MHS), which is the world’s #1 (pretend) finance company. You will be going through our new hire Financial Analyst Training Program boot camp. You will learn a lot about finance in this training program with NO THEORY as you will be dealing with the employees and clients of our firm MHS Company in edutaining interactive case studies.

This course is taught by Chris Haroun who also went through the Goldman Sachs financial analyst training program as well as the new hire training programs of other top finance companies. Chris has also started his own hedge fund and venture capital firms and is an award winning MBA school professor. He teaches based on real life practical experience.

Do you have what it takes to complete this 22+ hour comprehensive finance training program? I’ll see you on the other side.

What Will You Learn in this Finance Bootcamp Course?

How to pick stocks.
Become an expert in Excel for financial analysts.
How an IPO works.
How to manage a portfolio.
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.
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.
Other valuation methodologies, including EV/Sales, EV/EBITDA, P/B, EV/FCF, etc.
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.

This course is based on my real life practical experience starting hedge funds, venture capital firms, working on Wall Street, starting finance companies and much more.

Thanks,

Chris

Course Curriculum

Chapter 1: Course Introduction & How to Take this Course

Lecture 1: Thank You Message from Chris

Lecture 2: Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets

Lecture 3: Introduction and How to Take this Course

Lecture 4: How to Ask me Questions Live on my Weekly Webcast (Includes Zoom)

Lecture 5: Quick Access Index of Topics in this Course

Lecture 6: Overview of Different Financial Analyst Roles and How They Work Together

Lecture 7: What Are the Major Differences Between the Different Financial Analyst Roles?

Lecture 8: What Are the Pros and Cons of Working as a Financial Analyst?

Chapter 2: Optional Exercise: Decide What Financial Analyst Role Interests You the Most

Lecture 1: How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy

Lecture 2: Optional Practice Activity:Decide What Finance Role You're Most Passionate About

Lecture 3: Practice Activity Results Analysis

Chapter 3: Global Macroeconomics + How the World of Finance Works + Excel Part 1/4: The IMF

Lecture 1: Introduction to Global Economics (What, Why & How of this Section)

Lecture 2: The International Monetary Fund, GDP and Why this Matters to Financial Analysts

Lecture 3: Excel Exercise #1: Analyzing IMF GDP Data

Lecture 4: Answers to Excel Exercise #1: Part 1 of 3 (Answers to Questions 1 through 12)

Lecture 5: Answers to Excel Exercise #1: Part 2 of 3 (Answers to Questions 13 through 16)

Lecture 6: Answers to Excel Exercise #1: Part 3 of 3 (Answers to Questions 17 through 20)

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

Lecture 1: The World Bank as Another Great Data Resource for Financial Analysts

Lecture 2: Excel Exercise #2: Analyzing World Bank Inflation Data

Lecture 3: Answers to the Excel Exercise #2

Chapter 5: Global Econ. & Excel Part 3/4: Currencies, Monetary Policy and Interest Rates

Lecture 1: How+ Why Do Interest Rates Change & Why this is Important for Financial Analysts

Lecture 2: Understanding Currency Movements and Monetary Policy

Lecture 3: Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics

Lecture 4: Answers to the Excel Exercise #3

Chapter 6: Global Econ. +Excel Part 4/4: Fiscal Policy, WTO, Monopolies, Bitcoin & More

Lecture 1: Fiscal Policy and Economic Stimulation

Lecture 2: The World Trade Organization as Another Great Resource for Financial Analysts

Lecture 3: Monopolies & Oligopolies are the Best Investments

Lecture 4: Side Note: Is Bitcoin the Largest Threat to National Monetary Policy Security?

Chapter 7: Foundations & Introducing "Portfolio Management, Investment & Excel Dashboard!"

Lecture 1: Finance Foundations Introduction

Lecture 2: Quick Accounting Review and the Shark Virtual Reality IPO? : )

Lecture 3: Attached is Your 7 Step Template for Creating Financials, Models and Valuations!

Lecture 4: What are Growth and Value Investors and Why this is Important to Your Success

Lecture 5: What Financial Statements & Valuation Methods Matter Most to Which Analysts?

Lecture 6: Excel Exercise #4: Formatting the Portfolio Dashboard

Lecture 7: Answers to Excel Exercise #4: Part 1 of 2 (Answers to Questions 1 through 5)

Lecture 8: Answers to Excel Exercise #4: Part 2 of 2 (Answers to Questions 5 through 10)

Chapter 8: Investment Banking Part 1: Introduction, Mergers & Acquisitions and the IPO

Lecture 1: What is Investment Banking and How Does it Work?

Lecture 2: Deliverables that Investment Bankers Create

Lecture 3: The IPO (Initial Public Offering) and the NDSR (Non Deal Roadshow)

Lecture 4: Introduction to Investment Banking Modeling, Mergers & Acquisitions & Valuation

Lecture 5: Coming up with M&A (Mergers & Acquisitions) Ideas

Chapter 9: Investment Banking Part 2: Getting Hired, Promoted, Pros & Cons and Much More

Lecture 1: How to Get Promoted in Investment Banking

Lecture 2: 7 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) Jobs

Lecture 3: How to "Manage Up" in Investment Banking and Financial Services in General

Lecture 4: The Pros and Cons of Working in Investment Banking

Lecture 5: Investment Banking Politics to Be Aware of

Chapter 10: Stock Markets + Portfolio Management: Part 1: Learn by Doing Excel Exercises

Lecture 1: Excel Exercise #5: Stock Market Index,Valuation, Earnings+Conditional Formatting

Lecture 2: Answers to Excel Exercise #5: Part 1 of 3 (Answers to Questions 1 through 6)

Lecture 3: Answers to Excel Exercise #5: Part 2 of 3 (Answers to Questions 7 through 9)

Lecture 4: Answers to Excel Exercise #5: Part 3 of 3 (Answers to Questions 10 through 12)

Chapter 11: Stock Markets + Portfolio Management: Part 2: Learn by Doing Excel Exercises

Lecture 1: Exercise #6: Stock Sector Analysis, Risk Management, Data Feeds & Data Analysis

Lecture 2: Answers to Excel Exercise #6: Part 1 of 4 (Answers to Questions 1 through 6)

Lecture 3: Answers to Excel Exercise #6: Part 2 of 4 (Answers to Questions 7 through 8)

Lecture 4: Answers to Excel Exercise #6: Part 3 of 4 (Answer to Question 9)

Lecture 5: Answers to Excel Exercise #6: Part 4 of 4 (Answer to Question 10)

Lecture 6: Side Note: How Accurate is the TV Show Billions?

Chapter 12: Stock Markets + Portfolio Management: Part 3: Learn by Doing Excel Exercises

Lecture 1: Exercise #7: Introduction to the INCREDIBLE Yahoo Finance "A.P.I.!"

Lecture 2: Answers to Excel Exercise #7: Part 1 of 3 (Answers to Questions 1 and 2)

Lecture 3: Answers to Excel Exercise #7: Part 2 of 3 (Answer to Question 3)

Lecture 4: Answers to Excel Exercise #7: Part 3 of 3 (Answers to Questions 4 and 5)

Lecture 5: Side Note: It Shouldn’t Be About $, But Here is What an Analyst Makes

Chapter 13: Stock Markets + Portfolio Management: Part 4: Learn by Doing Excel Exercises

Lecture 1: Excel Exercise #8: Introduction: FX Exchange, Spinners, Check-boxes and More!

Lecture 2: Answers to Excel Exercise #8: Part 1 of 3 (Answers to Questions 1-3)

Lecture 3: Answers to Excel Exercise #8: Part 2 of 3 (Answer to Questions 4-6)

Lecture 4: Answers to Excel Exercise #8: Part 3 of 3 (Answers to Questions 7-10)

Lecture 5: Side Note: How Accurate is the Wolf of Wall Street Movie?

Chapter 14: Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 1

Lecture 1: Exercise #9: Intro: VLOOKUP for Sector Drivers, Sector and Stock Risk Exposure

Lecture 2: Answers to Excel Exercise #9: Part 1 of 3 (Answers to Questions 1 and 2)

Lecture 3: Answers to Excel Exercise #9: Part 2 of 3 (Answers to Questions 3 through 7)

Lecture 4: Answers to Excel Exercise #9: Part 3 of 3 (Answers to Questions 8 through 10)

Chapter 15: Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 2

Lecture 1: Exercise #10: Intro: Beta/Alpha+ More Portfolio/Risk Management Dashboard Topics

Lecture 2: Answers to Excel Exercise #10: Part 1 of 4 (Answers to Questions 1 through 4)

Lecture 3: Answers to Excel Exercise #10: Part 2 of 4 (Answers to Questions 5 through 8)

Lecture 4: Answers to Excel Exercise #10: Part 3 of 4 (Answers to Questions 9 and 10)

Lecture 5: Answers to Excel Exercise #10: Part 4 of 4 (Answers to Questions 11 through 17)

Chapter 16: "Sell Side" Equity Research Part 1: What is it + How they Research Investments

Lecture 1: What is the Sell Side and How Does it Work?

Lecture 2: The Relationship Between the "Sell Side" and the"Buy Side"

Lecture 3: Coming Up with Sell Side Research Ratings

Lecture 4: How to Create a Detailed Investment Research Report (22 Page Template Attached)

Lecture 5: Earnings Reports (What Are they and How to Write them)

Lecture 6: How to Pitch Investments Ideas to the Buy Side (to Hedge and Mutual Funds)

Lecture 7: Modeling for Sell Side Analysts

Chapter 17: "Sell Side" Equity Research Part 2: Getting Promoted, Hired, Politics & More

Instructors

Chris Haroun | 1.5 Million Students | #1 Best Selling Business & Finance Prof.
Finance, Business, AI, Excel and Public Speaking Courses

Rating Distribution

1 stars: 343 votes
2 stars: 519 votes
3 stars: 2957 votes
4 stars: 10345 votes
5 stars: 17989 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

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