The Complete Financial Analyst Training & Investing Course

Succeed as a Financial Analyst &Investor by Award Winning MBA Prof who worked @Goldman, in Hedge Funds & Venture Capital

4.55 (31764 reviews)
Udemy
platform
English
language
Investing & Trading
category
The Complete Financial Analyst Training & Investing Course
259,678
students
23.5 hours
content
Mar 2024
last update
$99.99
regular price

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.

Why take this course?

¡Hola! It seems like you've outlined an extensive and comprehensive curriculum for individuals interested in a career in finance, specifically within hedge funds, investment banks, venture capital, private equity, and other financial analyst roles. This curriculum covers a wide range of topics, from the basics of financial statement analysis to more advanced valuation techniques such as Discounted Cash Flow (DCF) and understanding various financial ratios like P/E and P/R. It also provides insights into different finance careers, helping individuals understand where they might fit best. The course seems to be designed to offer both theoretical knowledge and practical skills that are essential for anyone looking to break into the finance industry. Here's a brief summary of what the course offers: 1. **Hedge Fund Investment Ideas**: Learning how to generate investment ideas by combining top-down (macroeconomic) and bottom-up (company-specific) research approaches. 2. **Timed Events**: Identifying crucial catalysts that can dictate the best times to buy or short a stock. 3. **Investment Banks**: Understanding how investment banks can assist in making more informed investment decisions. 4. **Financial Statement Analysis**: Analyzing income statements, balance sheets, and cash flow statements. 5. **Financial Modeling**: Building financial models to project future company performance. 6. **Valuation Techniques**: Using various valuation methods to determine target prices for stocks. 7. **14 Financial Analyst Jobs Overview**: Comprehending the roles and responsibilities of different finance professionals, from investment banking to private equity and beyond. 8. **Pros and Cons of Each Role**: Understanding the advantages and disadvantages of each financial career path. 9. **Real-Life Experience**: The course is based on the author's practical experience in the field, which can provide valuable insights into the real world of finance. This curriculum seems to be aimed at providing a well-rounded education for those looking to enter the financial industry, with a particular emphasis on hedge funds and other investment vehicles. It emphasizes the importance of not only understanding financial theory but also being able to apply it in a practical, real-world context. If you're planning to take this course or are already in the process of learning about finance, it looks like you'll be getting a thorough education on the subject. Good luck with your studies and future career in finance!

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Our review

📚 **Global Course Rating:** 4.56/5 The course has received high marks from learners, with most finding it valuable for personal and professional growth in finance. The content is praised for its depth and practical applicability, particularly for those looking to become financial analysts or improve their investment strategies. ### **Pros:** - **Comprehensive Content:** Learners have expressed that the course provides a wide range of knowledge, from fundamental concepts to advanced analysis. - **Engaging Instructor:** The instructor is commended for being both knowledgeable and engaging, offering valuable insights into finance and analyst roles within the industry. - **Real-World Application:** Users appreciate the real-world examples and the practical skills that can be applied directly to their careers. - **Inspirational Introduction:** The course introduction is described as highly motivating and inspiring, setting a positive tone for the rest of the course. - **Learning from Scratch:** Even those with a background in finance find the course useful for expanding analytical skills and understanding more comprehensive financial concepts. ### **Cons:** - **Technical Issues:** Some learners report that a significant number of videos are not working, requiring them to seek additional resources to understand the content. - **Presentation Quality:** The production quality of some videos is seen as less professional, which could be improved for clarity and user experience. - **Excel Content:** There are mixed feelings about the Excel modules, with some finding them challenging to follow on mobile devices or through web versions that may lack certain features. - **Distractions in Presentation:** Certain quirks in the instructor's presentation style, such as repetitive phrases, are noted as potential distractions. - **Expectation Mismatch:** Some learners expected a different focus, such as more on portfolio management or investment strategies, which was not fully addressed in the course content provided so far. ### **Course Experience Highlights:** - **"A Deep Dive into Finance":** Learners appreciate the deep explanations and storytelling approach that helps them understand complex topics. - **"Perfect for Career Advancement":** Many learners express that the course aligns perfectly with their career aspirations, particularly in financial analysis and investment. - **"Valuable Beyond Expectation":** The course is considered to offer more than anticipated, with bonus knowledge points and comprehensive coverage of topics. - **"Highly Recommended":** Despite some areas for improvement, learners would recommend the course to others interested in advancing their financial skills. ### **Recommendations for Improvement:** - **Ensure Video Functionality:** Address technical issues to ensure all videos are accessible and provide a consistent learning experience. - **Improve Presentation Quality:** Enhance video production to make content more engaging and easier to follow, especially for complex subjects like Excel formulas. - **Address Mobile Accessibility:** Optimize course materials for mobile devices to improve understanding and retention of Excel modules. - **Align Content with Expectations:** Make sure the course content matches the expectations set by the course description, ensuring all promised topics are covered thoroughly. Overall, the course is a valuable resource for those looking to enhance their financial expertise or enter the field of finance. With a few technical and presentation improvements, it has the potential to be an even more impactful learning experience.

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1202988
udemy ID
5/3/2017
course created date
7/31/2019
course indexed date
561nano
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