Course Introduction & How to Take this Course

1. Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets

01:19

2. Introduction and How to Take this Course

13:03

3. What Are the Major Differences Between the Different Financial Analyst Roles?

11:28

4. What Are the Pros and Cons of Working as a Financial Analyst?

03:32

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

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

03:23

2. Practice Activity Results Analysis

03:26

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

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

04:39

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

04:50

3. Excel Exercise #1: Analyzing IMF GDP Data

05:33

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

20:00

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

19:46

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

18:58

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

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

02:26

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

01:03

3. Answers to the Excel Exercise #2

05:11

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

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

19:17

2. Understanding Currency Movements and Monetary Policy

16:56

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

00:46

4. Answers to the Excel Exercise #3

10:40

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

1. Fiscal Policy and Economic Stimulation

13:46

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

01:45

3. Monopolies & Oligopolies are the Best Investments

02:10

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

04:00

Foundations & Introducing "Portfolio Management, Investment & Excel Dashboard!"

1. Finance Foundations Introduction

01:42

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

01:40

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

04:09

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

05:14

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

03:55

6. Excel Exercise #4: Formatting the Portfolio Dashboard

01:38

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

08:55

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

15:06

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

1. What is Investment Banking and How Does it Work?

11:47

2. Deliverables that Investment Bankers Create

08:35

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

09:04

4. Introduction to Investment Banking Modeling, Mergers & Acquisitions & Valuation

19:10

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

04:45

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

1. How to Get Promoted in Investment Banking

07:08

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

19:23

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

03:42

4. The Pros and Cons of Working in Investment Banking

04:11

5. Investment Banking Politics to Be Aware of

03:51

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

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

04:06

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

18:49

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

20:11

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

13:42

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

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

02:00

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

17:25

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

12:05

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

16:30

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

04:27

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

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

04:15

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

16:44

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

12:39

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

06:12

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

04:52

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

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

02:17

2. Answers to Excel Exercise #8: Part 1 of 3 (Answers to Questions 1 through 7)

09:40

3. Answers to Excel Exercise #8: Part 2 of 3 (Answer to Question 8)

06:06

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

14:31

Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 1

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

01:47

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

17:51

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

15:48

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

05:01

Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 2

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

03:34

2. Answers to Excel Exercise #10: Part 1 of 4 (Answers to Questions 1 through 5)

18:21

3. Answers to Excel Exercise #10: Part 2 of 4 (Answers to Questions 6 through 8)

14:19

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

20:18

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

18:44

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

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

09:01

2. The Relationship Between the "Sell Side" and the"Buy Side"

05:27

3. Coming Up with Sell Side Research Ratings

06:34

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

09:13

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

07:58

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

02:42

7. Modeling for Sell Side Analysts

02:02

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

1. How to Get Promoted in Sell Side Equity Research

04:00

2. 7 Things You Must Do to Get Hired as a Financial Analyst in Equity Research

01:52

3. How to Manage Up in Equity Research

05:51

4. The Pros and Cons of Being an Equity Research Analyst

03:45

5. Equity Sell Side Research Politics to Be Aware of

02:18

6. A Day in the Life of a Sell Side Analyst

05:01

Surprise Compliance Emergency Lecture (Please take Compliance Very Seriously)

1. Side Note: Important Compliance Topics

03:20

2. Please Be Careful and Always Compliant. Thanks

03:51

Venture Capital Part 1: Introduction, Coming Up with Ideas + Beating Other VCs

1. Venture Capital Overview

11:43

2. How Do You Find GREAT Venture Capital Ideas?

04:05

3. Pitching VC Ideas to the Partner You Work For

17:48

4. How Do You Win Deals in Venture Capital Over Other Firms?

06:13

5. How to Create Financial Models in the Venture Capital Sector

05:43

Venture Capital Part 2: Getting Promoted, Hired, Pros & Cons, Politics in VC etc

1. How to Get Promoted to Partner at a VC Firm

03:30

2. How to Get Hired at a VC Firm

04:05

3. How to Manage Up at a VC Firm

02:01

4. Venture Capital Pros and Cons

03:40

5. Politics at a VC Firm

02:09

6. Venture Capital a Day in the Life

05:12

7. Side Note: 10 Meetings Best Practices

03:44

"Buy Side" Part 1: Hedge Funds & Short Positions (Opposite of Owning a Stock)

1. Hedge Funds Introduction & How Does a Short Work (Opposite of Owning a Stock)

09:12

2. A Day in the Life of a Hedge Fund Analyst

04:39

3. Pros and Cons of Working at a Hedge Fund

02:09

4. Other Hedge Fund Strategies (Event Driven, Computer Trading etc.)

04:49

5. Side Note: You Need MANY Mentors if You Want a Promotion!

02:39

"Buy Side" Part 2: Mutual Funds (Longer Term Investing, Unlike Most Hedgies)

1. Mutual Funds Introduction & How Do they Work?

06:09

2. A Day in the Life of a Mutual Fund Analyst

02:13

3. Pros and Cons of Working at a Mutual Fund

02:56

"Buy Side" Part 3: What is a Buy Side Research Process?

1. Research Process Introduction

02:37

2. 8 Step Research Process

07:56

3. Completing an Investment Idea Template

05:12

4. Differences Between the Research Process at a Hedge Fund and at a Mutual Fun

01:23

5. Interviewing Management as Part of the Investment Research Process

08:25

"Buy Side" Part 4: Catalysts (Meaning the Reason to Invest as Timing is Crucial)

1. What is an Investment Catalyst and Why is it Important?

01:10

2. Catalysts for Hedge Funds

05:17

3. Catalysts for Mutual Funds

04:26

4. Side Note: More Details on the Quarterly Earnings Call

03:55

"Buy Side" Part 5: Coming Up with Hedge Fund (Shorter-Term) Investment Ideas

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

01:11

2. Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes

06:03

3. How to Create and Pitch Hedge Fund Long Ideas

04:58

4. How to Create and Pitch Hedge Fund Short Ideas + Exercise

06:38

Trading Technical Analysis and Trader (and Other) Financial Analyst Roles

1. Analyzing Technicals and Stop Losses

14:26

2. Introduction to Traders and 9 Other Financial Analyst Roles

02:32

3. Salestrader Financial Analyst Role (Part of an Investment Bank)

01:04

4. Salestrader Pros and Cons

02:10

5. Salestrader Day in the Life

03:26

6. Sell Side Trader Financial Analyst Role (Part of an Investment Bank)

05:05

7. Sell Side Trader Pros and Cons

01:45

8. Sell Side Trader Day in the Life

03:12

9. Buy Side Trader (@ a Hedge Fund or Mutual Fund) Financial Analyst Role Overview

02:02

10. Buy Side Trader Pros and Cons

02:44

11. Buy Side Trader Day in the Life

04:02

"Buy Side" Part 6: Coming Up with Mutual Fund (Longer Term) Investment Ideas

1. Introduction to Coming Up with Mutual Fund Long (Buy) Ideas.

01:25

2. How to Create and Pitch Mutual Fund Long (Buy) Ideas

10:31

"Buy Side" Part 7: Buy Side Interview

1. Getting Hired as a Mutual Fund Analyst: 9 GREAT Strategies

05:46

2. Getting Hired as a Hedge Fund Analyst

09:48

"Buy Side" Part 8: Keeping Your Boss (Portfolio Manager) Happy @ a Hedge Fund

1. How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)

03:35

2. Politics in Hedge Funds to Be Aware of

03:34

"Buy Side" Part 9: Keeping Your Boss (Portfolio Manager) Happy at a Mutual Fund

1. How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)

03:28

2. Politics in Mutual Funds to Be Aware of

01:54

"Buy Side" Part 10: Beta & Getting Promoted from Analyst to Port. M. @Hedge fund

1. What is the Role of a Hedge Fund Portfolio Manager?

15:01

2. How to Get Promoted from Analyst to Portfolio Manager Part 1 of 2

01:54

3. How to Get Promoted from Analyst to Portfolio Manager Part 2 of 2

14:17

"Buy Side" Part 11: Getting Promoted from Analyst to PM @ Mutual Fund

1. What is the Role of a Mutual Fund Portfolio Manager?

04:52

2. How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund

05:56

Equity Sales Financial Analyst Role (Part of an Investment Bank)

1. Equity Sales Overview

02:17

2. Equity Sales Pros and Cons

02:53

3. Equity Sales Day in the Life

05:50

Equity Capital Markets (ECM) Financial Analyst Role (Part of an Investment Bank)

1. Equity Capital Markets (ECM) Overview

01:06

2. Equity Capital Markets (ECM) Pros and Cons

01:58

3. Equity Capital Markets (ECM) Day in the Life

05:08

Computer / Artificial Intelligence Financial Analyst Role

1. Computer / Artificial Intelligence Overview

01:10

2. Computer / Artificial Intelligence Pros and Cons

03:30

3. Computer / Artificial Intelligence Day in the Life

04:11

Private Equity Financial Analyst Role

1. Private Equity Overview

01:35

2. Private Equity Day in the Life

03:42

3. Private Equity Pros and Cons....AND A SURPRISE!

03:02

Private Wealth Management

1. Private Wealth Management Overview

00:42

2. Private Wealth Management Pros and Cons

01:37

3. Private Wealth Management Day in the Life

02:42

Large Non-Finance Company Financial Analyst Role

1. Financial Analyst at a Large Non Finance Company Overview

01:20

2. Financial Analyst at a Large Non Finance Company Pros and Cons

01:20

3. Financial Analyst at a Large Non Finance Company Day in the Life

02:29

Introduction to Creating Financials, Modeling and Valuing Companies

1. Introducing Your "7 Step Financial Statement + Modeling + Valuation Template"

06:52

2. Step 1: Financial Modeling Best Practices

05:23

Forecasting Revenue and Case Study #1: Projecting Shark VR’s Revenue

1. Step 2: Forecasting Revenue (How to Use the Step 2 Excel Tab)

17:14

2. Case Study #1: Helping Shark Virtual Reality with Revenue Modeling

12:34

3. Answers to Case Study #1: Helping Shark Virtual Reality with Revenue Modeling

14:08

Intro to the Income Statement & Case #2: Making Shark VR’s Income Statement

1. Why is the Income Statement Important & How Can It Help You Achieve Your Goals

03:11

2. Income Statement Explanation

03:57

3. Income Statement Example and Analysis

08:47

4. Step 3: Income Statement (How to Use the Step 3 Excel Tab)

20:51

5. Case Study #2: Helping Shark Virtual Reality with the Income Statement

05:14

6. Answers to Case Study #2: Helping Shark Virtual Reality with Revenue Modeling

12:19

Intro to the Balance Sheet & Case #3: Making Shark VR’s Balance Sheet

1. Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals

01:12

2. Balance Sheet Explanation

02:04

3. Balance Sheet Example and Analysis

08:39

4. Step 4: Balance Sheet (How to Use the Step 4 Excel Tab)

07:42

5. Case Study #3: Helping Shark Virtual Reality with the Balance Sheet

03:08

6. Answer to Case Study #3: Helping Shark Virtual Reality with the Balance Sheet

06:31

Intro to the Cash Flow Statement & Case #4: Making Shark VR’s CF Statement

1. Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals

01:54

2. Cash Flow Statement Explanation

02:07

3. Cash Flow Statement Example and Analysis

06:33

4. Step 5: Cash Flow Statement (How to Use the Step 5 Excel Tab)

09:04

5. Case Study #4: Helping Shark Virtual Reality with the Cash Flow Statement

01:39

6. Answer to Case Study #4: Helping Shark VR with the Cash Flow Statement

01:55

7. Financial Statement Analysis Conclusion (How All 3 Statements Are Related)

02:19

Financial Model Data Sources and Financial Models

1. Why is Financial Modeling Important & How Can It Help You Achieve Your Goals

02:15

2. You Already Know How to Model! : )

01:23

3. Model Data Source #1 of 3: SEC.gov

07:21

4. Model Data Source #2 of 3: Investor Relations (Also Called "I.R.")

11:11

5. Model Data Source #3 of 3: Yahoo Finance

05:25

Intro to Valuation (for All Types of Investors, including Growth & Value I

1. Introduction to Valuation

01:16

2. More Detail on Growth Versus Value and P/E + P/R + DCF Overview

05:14

Valuation Using DCF & Case #6: Valuing Shark VR Using DCF

1. What is DCF, Why is it Important and How Does it Work?

06:18

2. Calculating the Terminal Value

02:43

3. Calculating the Weighted Average Cost of Capital (WACC)

06:16

4. DCF Example

07:45

5. Step 6: DCF Valuation (How to Use the Step 6 Excel Tab)

17:08

6. Case Study #6: Valuation Using DCF for Shark Virtual Reality

00:24

7. Answer to Case Study #6: Valuation Using DCF for Shark Virtual Reality

02:42

Valuation Using Price/Revenue (P/R) & Case #7: Valuing Shark VR Using P/R

1. What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio?

01:59

2. Price to Revenue Example

01:44

3. Step 7: Other Valuations (How to Use the Step 7 Excel Tab)

08:33

4. Case Study #7: Valuation Using P/R for Shark Virtual Reality

03:06

5. Answer to Case Study #7: Valuation Using P/R for Shark Virtual Reality

01:39

Valuation Using P/E, Other Ways to Value Firms & Case #8: Valuing S

1. Introduction to P/E and Why it Matters

02:46

2. Case Study #8: Valuation Using P/E for Shark Virtual Reality

01:10

3. Answer to Case Study #8: Valuation Using P/E for Shark Virtual Reality

01:04

4. Additional Valuation Methodologies

01:44

The IPO of Shark Virtual Reality Part 2: Valuing Shark VR & HOW DID THE DEAL DO?

1. Discussing of the Shark Virtual Reality IPO (Continues in the Next Lecture)

14:50

2. ...Additional Shark VR IPO Discussion and Who is this "Shark?"

09:21

How Hedge Funds & Mutual Funds Model and Value Shark VR (Case #9 and #10)

1. How Hedge Funds Create Financial Models and Target Prices

00:58

2. Case Study #9: Hedge Fund Valuation and Modeling of Shark Virtual Reality

01:12

3. Answer to Case Study #9: Hedge Fund Valuation and Modeling of Shark VR

01:34

4. How Mutual Funds Create Financial Models and Target Prices

02:50

5. Case Study #10: Mutual Fund Valuation and Modeling of Shark VR

01:17

6. Answer to Case Study #10: Mutual Fund Valuation and Modeling of Shark VR

01:25

Ethics & Compliance (Stay Out of Jail)

1. Compliance is CRUCIAL for all Financial Analysts

10:41