Course Introduction & How to Take this Course

Thank You Message from Chris
Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets
Introduction and How to Take this Course
Quick Access Index of Topics in this Course
Overview of Different Financial Analyst Roles and How They Work Together
What Are the Major Differences Between the Different Financial Analyst Roles?
What Are the Pros and Cons of Working as a Financial Analyst?

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

How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy
Optional Practice Activity:Decide What Finance Role You're Most Passionate About
Practice Activity Results Analysis

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

Introduction to Global Economics (What, Why & How of this Section)
The International Monetary Fund, GDP and Why this Matters to Financial Analysts
Excel Exercise #1: Analyzing IMF GDP Data
Answers to Excel Exercise #1: Part 1 of 3 (Answers to Questions 1 through 12)
Answers to Excel Exercise #1: Part 2 of 3 (Answers to Questions 13 through 16)
Answers to Excel Exercise #1: Part 3 of 3 (Answers to Questions 17 through 20)

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

The World Bank as Another Great Data Resource for Financial Analysts
Excel Exercise #2: Analyzing World Bank Inflation Data
Answers to the Excel Exercise #2

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

How+ Why Do Interest Rates Change & Why this is Important for Financial Analysts
Understanding Currency Movements and Monetary Policy
Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics
Answers to the Excel Exercise #3

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

Fiscal Policy and Economic Stimulation
The World Trade Organization as Another Great Resource for Financial Analysts
Monopolies & Oligopolies are the Best Investments
Quiz on Global Macroeconomics for Financial Analysts
Side Note: Is Bitcoin the Largest Threat to National Monetary Policy Security?

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

Finance Foundations Introduction
Quick Accounting Review and the Shark Virtual Reality IPO? : )
Attached is Your 7 Step Template for Creating Financials, Models and Valuations!
What are Growth and Value Investors and Why this is Important to Your Success
What Financial Statements & Valuation Methods Matter Most to Which Analysts?
Excel Exercise #4: Formatting the Portfolio Dashboard
Answers to Excel Exercise #4: Part 1 of 2 (Answers to Questions 1 through 5)
Answers to Excel Exercise #4: Part 2 of 2 (Answers to Questions 5 through 10)

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

What is Investment Banking and How Does it Work?
Deliverables that Investment Bankers Create
The IPO (Initial Public Offering) and the NDSR (Non Deal Roadshow)
Introduction to Investment Banking Modeling, Mergers & Acquisitions & ValuationPreview
Coming up with M&A (Mergers & Acquisitions) Ideas

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

How to Get Promoted in Investment Banking
7 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) Jobs
How to "Manage Up" in Investment Banking and Financial Services in General
The Pros and Cons of Working in Investment Banking
Investment Banking Politics to Be Aware of

Stock Market + Portfolio Management Part 1: Learn By Doing Excel Exercises

Excel File #5: Stock Market Index, Valuation, Earnings + Conditional Formatting
Answers to Excel Exercise #5: Part 1 of 3 (Answers to Questions 1 through 6)
Answers to Excel Exercise #5: Part 2 of 3 (Answers to Questions 7 through 9)
Answers to Excel Exercise #5: Part 3 of 3 (Answers to Questions 10 through 12)

Stock Market + Portfolio Management Part 2: Learn By Doing Excel Exercises

Exercise #6: Stock Sector Analysis, Risk Management, Data Feeds & Data Analysis
Answers to Excel Exercise #6: Part 1 of 4 (Answers to Questions 1 through 6)
Answers to Excel Exercise #6: Part 2 of 4 (Answers to Questions 7 through 8)
Answers to Excel Exercise #6: Part 3 of 4 (Answer to Question 9)
Answers to Excel Exercise #6: Part 4 of 4 (Answer to Question 10)

Stock Market + Portfolio Management Part 3: Learn By Doing Excel Exercises

Exercise #7: Introduction to the INCREDIBLE Yahoo Finance "A.P.I.!"
Answers to Excel Exercise #7: Part 1 of 3 (Answers to Questions 1 and 2)
Answers to Excel Exercise #7: Part 2 of 3 (Answer to Question 3)
Answers to Excel Exercise #7: Part 3 of 3 (Answers to Questions 4 and 5)
Side Note: It Shouldn’t Be About $, But Here is What an Analyst Makes

Stock Market + Portfolio Management Part 4: Learn By Doing Excel Exercises

Excel Exercise #8: Introduction: FX Exchange, Spinners, Check-boxes and More!
Answers to Excel Exercise #8: Part 1 of 3 (Answers to Questions 1-3)
Answers to Excel Exercise #8: Part 2 of 3 (Answer to Questions 4-6)
Answers to Excel Exercise #8: Part 3 of 3 (Answers to Questions 7-10)

Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 1

Exercise #9: Intro: VLOOKUP for Sector Drivers, Sector and Stock Risk Exposure
Answers to Excel Exercise #9: Part 1 of 3 (Answers to Questions 1 and 2)
Answers to Excel Exercise #9: Part 2 of 3 (Answers to Questions 3 through 7)
Answers to Excel Exercise #9: Part 3 of 3 (Answers to Questions 8 through 10)

Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 2

Exercise #10: Intro: Beta/Alpha+ More Portfolio/Risk Management Dashboard Topics
Answers to Excel Exercise #10: Part 1 of 4 (Answers to Questions 1 through 4)
Answers to Excel Exercise #10: Part 2 of 4 (Answers to Questions 5 through 8)
Answers to Excel Exercise #10: Part 3 of 4 (Answers to Questions 9 and 10)
Answers to Excel Exercise #10: Part 4 of 4 (Answers to Questions 11 through 17)

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

What is the Sell Side and How Does it Work?
The Relationship Between the "Sell Side" and the"Buy Side"
Coming Up with Sell Side Research Ratings
How to Create a Detailed Investment Research Report (22 Page Template Attached)Preview
Earnings Reports (What Are they and How to Write them)
How to Pitch Investments Ideas to the Buy Side (to Hedge and Mutual Funds)
Modeling for Sell Side Analysts

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

How to Get Promoted in Sell Side Equity Research
7 Things You Must Do to Get Hired as a Financial Analyst in Equity Research
How to Manage Up in Equity Research
The Pros and Cons of Being an Equity Research Analyst
Equity Sell Side Research Politics to Be Aware of
A Day in the Life of a Sell Side Analyst

Surprise Compliance Emergency Lecture (Please Take Compliance Very Seriously)

Side Note: Important Compliance Topics
Please Be Careful and Always Compliant. Thanks

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

Venture Capital Overview
How Do You Find GREAT Venture Capital Ideas?
Pitching VC Ideas to the Partner You Work For
How Do You Win Deals in Venture Capital Over Other Firms?
How to Create Financial Models in the Venture Capital Sector

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

How to Get Promoted to Partner at a VC Firm
How to Get Hired at a VC Firm
How to Manage Up at a VC Firm
Venture Capital Pros and Cons
Politics at a VC Firm
Venture Capital a Day in the Life
Side Note: 10 Meetings Best Practices

"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)
A Day in the Life of a Hedge Fund Analyst
Pros and Cons of Working at a Hedge Fund
Other Hedge Fund Strategies (Event Driven, Computer Trading etc.)
Side Note: You Need MANY Mentors if You Want a Promotion!

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

Mutual Funds Introduction & How Do they Work?
A Day in the Life of a Mutual Fund Analyst
Pros and Cons of Working at a Mutual Fund

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

Research Process Introduction
8 Step Research Process
Completing an Investment Idea Template
Differences Between the Research Process at a Hedge Fund and at a Mutual Fun
Interviewing Management as Part of the Investment Research Process
Quiz on the Investment Research Process

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

What is an Investment Catalyst and Why is it Important?
Catalysts for Hedge Funds
Catalysts for Mutual Funds
Quiz on Catalysts
Side Note: More Details on the Quarterly Earnings Call

"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.
Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes
How to Create and Pitch Hedge Fund Long Ideas
How to Create and Pitch Hedge Fund Short Ideas + Exercise
Hedge Fund Idea Templates (Use these to impress your boss or potential boss)

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

Analyzing Technicals and Stop Losses
Introduction to Traders and 9 Other Financial Analyst Roles
Salestrader Financial Analyst Role (Part of an Investment Bank)
Salestrader Pros and Cons
Salestrader Day in the Life
Sell Side Trader Financial Analyst Role (Part of an Investment Bank)
Sell Side Trader Pros and Cons
Sell Side Trader Day in the Life
Buy Side Trader (@ a Hedge Fund or Mutual Fund) Financial Analyst Role Overview
Buy Side Trader Pros and Cons
Buy Side Trader Day in the Life

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

Introduction to Coming Up with Mutual Fund Long (Buy) Ideas.
How to Create and Pitch Mutual Fund Long (Buy) Ideas
Long Only Mutual Fund Template (Use this to Impress your Boss/Potential Boss)

"Buy Side" Part 7: Buy Side Interview

Getting Hired as a Mutual Fund Analyst: 9 GREAT Strategies
Getting Hired as a Hedge Fund Analyst

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

How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)
Politics in Hedge Funds to Be Aware of

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

How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)
Politics in Mutual Funds to Be Aware of

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

What is the Role of a Hedge Fund Portfolio Manager?
How to Get Promoted from Analyst to Portfolio Manager Part 1 of 2
How to Get Promoted from Analyst to Portfolio Manager Part 2 of 2

"Buy Side" Part 11: Getting Promoted from Analyst to Port. M. at Mutual Funds

What is the Role of a Mutual Fund Portfolio Manager?
How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund

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

Equity Sales Overview
Equity Sales Pros and Cons
Equity Sales Day in the Life

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

Equity Capital Markets (ECM) Overview
Equity Capital Markets (ECM) Pros and Cons
Equity Capital Markets (ECM) Day in the Life

Computer / Artificial Intelligence Financial Analyst Role

Computer / Artificial Intelligence Overview
Computer / Artificial Intelligence Pros and Cons
Computer / Artificial Intelligence Day in the Life

Private Equity Financial Analyst Role

Private Equity Overview
Private Equity Day in the Life
Private Equity Pros and Cons....AND A SURPRISE!

Private Wealth Management

Private Wealth Management Overview
Private Wealth Management Pros and Cons
Private Wealth Management Day in the Life

Large Non Finance Company Financial Analyst Role

Financial Analyst at a Large Non Finance Company Overview
Financial Analyst at a Large Non Finance Company Pros and Cons
Financial Analyst at a Large Non Finance Company Day in the Life

Introduction to Creating Financials, Modelling and Valuing Companies

Introducing Your "7 Step Financial Statement + Modeling + Valuation Template"
Step 1: Financial Modeling Best Practices

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

Step 2: Forecasting Revenue (How to Use the Step 2 Excel Tab)
Case Study #1: Helping Shark Virtual Reality with Revenue Modeling
Answers to Case Study #1: Helping Shark Virtual Reality with Revenue Modeling

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

Why is the Income Statement Important & How Can It Help You Achieve Your Goals
Income Statement Explanation
Income Statement Example and Analysis
Step 3: Income Statement (How to Use the Step 3 Excel Tab)
Case Study #2: Helping Shark Virtual Reality with the Income Statement
Answers to Case Study #2: Helping Shark Virtual Reality with Revenue Modeling

Intro to the Balance Sheet & Case #3: Making Sharp VR's Balance Sheet

Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals
Balance Sheet Explanation
Balance Sheet Example and Analysis
Step 4: Balance Sheet (How to Use the Step 4 Excel Tab)
Case Study #3: Helping Shark Virtual Reality with the Balance Sheet
Answer to Case Study #3: Helping Shark Virtual Reality with the Balance Sheet

Intro to Cash Flow Statement & case #4: Making Sharp VR's CF Statement

Why is the Cash Flow Statement Important + How Can it Help you to Achieve your Goals
Cash Flow Statement Explanation
Cash Flow Statement Example and Analysis
Step 5: Cash Flow Statement (How to Use the Step 5 Excel Tab)
Case Study #4: Helping Shark Virtual Reality with the Cash Flow Statement
Answer to Case Study #4: Helping Shark VR with the Cash Flow Statement
Financial Statement Analysis Conclusion (How All 3 Statements Are Related)

Financial Model Data Sources and Financial Models

Why is Financial Modelling Important & How Can it Help you to Achieve your Goals
You Already Know How to Model! : )
Model Data Source #1 of 3: SEC.gov
Model Data Source #2 of 3: Investor Relations (Also Called "I.R.")
Model Data Source #3 of 3: Yahoo Finance

The IPO of Shark Virtual Reality Part 1 (Cash #5 Modelling Shark VR)

THIS IS THE BIG ONE!!!!! WOHOOO!!!!!
Case Study #5: The S-1 for Shark Virtual Reality
Answer to Case Study #5: The S-1 for Shark Virtual Reality

Intro to Valuation (For all Types of Investors, Including Growth & Value 1)

Introduction to Valuation
More Detail on Growth Versus Value and P/E + P/R + DCF Overview
Exercise: Valuation Best Practices Quiz

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

What is DCF, Why is it Important and How Does it Work?
Calculating the Terminal Value
Calculating the Weighted Average Cost of Capital (WACC)
DCF Example
Step 6: DCF Valuation (How to Use the Step 6 Excel Tab)
Case Study #6: Valuation Using DCF for Shark Virtual Reality
Answer to Case Study #6: Valuation Using DCF for Shark Virtual Reality

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

What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio?
Price to Revenue Example
Step 7: Other Valuations (How to Use the Step 7 Excel Tab)
Case Study #7: Valuation Using P/R for Shark Virtual Reality
Answer to Case Study #7: Valuation Using P/R for Shark Virtual Reality