The Complete Financial Analyst Training & Investing Course from Udemy

#1 Best Selling Investing Course on Udemy. Welcome to The

I guarantee that this is THE most thorough financial analyst course available 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.

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

What's inside

Learning objectives

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.
Show more
Show less

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.
Show more
Show less

Syllabus

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

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

Quick Access Index of Topics in this Course

We will cover 14 different Financial Analyst roles in this course, including an overview of the role, the pros and cons as well as a day in the life. This section introduces 7 of the roles. We will cover all 14 roles throughout this course.

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

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

How to Access MANY More of my Finance Lesson Videos for Free

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

This optional exercise will help you decide what financial analyst role makes most sense for you. Please note that there is no video for this particular lecture. Please just open the attached PDF and read the instructions in order to complete the exercise. Thanks

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 Economics & 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 & Valuation

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

Excel Exercise #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 Markets + 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)

Side Note: How Accurate is the TV Show Billions?

Stock Markets + 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 Markets + 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)

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

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

What is a Sell Side initiation report?
Where do I get information for the initiation report?
What should I include in an initiation report?

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

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Provides templates developed by the instructor to create financial statements from scratch, which is a practical skill for financial analysts

Explores 14 different financial analyst jobs and how they overlap, which can help learners identify their career interests

Teaches Excel skills for financial analysis, which is a core competency for entry-level positions in the finance industry

Covers topics such as monetary and fiscal policy, which are crucial for understanding the macroeconomic environment

Includes instruction on how to use technical analysis, which is a valuable tool for making investment decisions

Requires learners to analyze data from sources like the IMF and World Bank, which may require additional research and familiarity with these institutions

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in The Complete Financial Analyst Training & Investing Course with these activities:

Review Accounting Principles

Show steps

Solidify your understanding of fundamental accounting principles. This will provide a strong foundation for analyzing financial statements and building financial models.

Browse courses on Accounting Principles

Show steps

Review key accounting concepts like assets, liabilities, and equity.
Practice creating basic journal entries and financial statements.

Read 'Financial Intelligence'

Show steps

Improve your understanding of financial statements and accounting principles. This will provide a solid foundation for the course material.

View Financial Intelligence, Revised Edition: A... on Amazon

Show steps

Read the book and take notes on key concepts.
Practice applying the concepts to real-world financial statements.

Read 'The Intelligent Investor'

Show steps

Gain insights into value investing principles. This will help you make informed decisions about stock picking and portfolio management.

View The Intelligent Investor, 3rd Ed.: The... on Amazon

Show steps

Read the book and take notes on key concepts.
Apply the principles to analyze real-world companies.

Four other activities

Expand to see all activities and additional details

Show all seven activities

Excel Financial Modeling Exercises

Show steps

Enhance your Excel skills for financial modeling. This will allow you to build and analyze financial models more efficiently and accurately.

Show steps

Find financial modeling exercises online or in textbooks.
Practice building models for different scenarios.
Seek feedback on your models from experienced analysts.

Build a Stock Pitch Presentation

Show steps

Practice pitching long and short investment ideas. This will help you develop your communication and analytical skills, which are essential for financial analysts.

Show steps

Select a company to analyze.
Research the company's financials and industry.
Develop a compelling investment thesis.
Create a presentation to pitch your idea.

Write a Blog Post on a Financial Topic

Show steps

Solidify your understanding of a financial topic by explaining it in writing. This will improve your communication skills and help you retain information.

Show steps

Choose a financial topic that interests you.
Research the topic thoroughly.
Write a clear and concise blog post.
Share your post on social media or a personal blog.

Attend a Finance Networking Event

Show steps

Connect with other finance professionals and learn about industry trends. This will broaden your network and provide valuable insights into the field.

Show steps

Research local finance networking events.
Prepare a brief introduction about yourself.
Attend the event and network with other attendees.
Follow up with contacts after the event.

Career center

Learners who complete The Complete Financial Analyst Training & Investing Course will develop knowledge and skills that may be useful to these careers:

Financial Analyst

This course is designed for aspiring financial analyst professionals. The course covers many critical areas such as picking stocks, building financial models, and creating financial statements. The course also explains how to value companies, perform risk management, and use technical analysis. It also covers how to get hired and promoted as a financial analyst. This course is an excellent fit for anyone interested in becoming a financial analyst because it offers such deep training. Taking this course would help improve a candidate's competitiveness in the finance industry.

See salaries and explore the career path for Financial Analyst

Portfolio Manager

A portfolio manager is responsible for making investment decisions and managing portfolios, and this course covers many aspects of portfolio management, including how to pick stocks and manage a portfolio. It also teaches how to use Excel to manage a portfolio, and provides insights into how risk management works. The course also covers the creation of financial statements and valuation methods. This course will be extremely valuable for anyone wanting to become a portfolio manager.

See salaries and explore the career path for Portfolio Manager

Investment Banking Analyst

The role of an investment banking analyst is often an entry-point to a career in finance. This course introduces learners to the world of investment banking, including mergers and acquisitions and initial public offerings. It also discusses the deliverables that investment bankers create, how to get promoted, and the pros and cons of working in investment banking. Those curious about pursuing a career as an investment banking analyst will benefit from this course's thorough overview of the field.

See salaries and explore the career path for Investment Banking Analyst

Hedge Fund Analyst

Hedge fund analysts research investment opportunities and assist in the management of a fund's portfolio. This course discusses how to come up with hedge fund investment ideas using a top-down and bottom-up research process. The course also explores how to analyze financial statements and value companies. A future hedge fund analyst can learn the ins and outs of the industry through the practical applications within this course.

See salaries and explore the career path for Hedge Fund Analyst

Equity Research Analyst

An equity research analyst researches and analyzes stocks, and prepares reports. This course gives a high level perspective on what a sell side research analyst’s firm is as well as the specific role of an equity research analyst, including the pros and cons. The course covers how to analyze financial statements, value companies and create financial models. Aspiring equity research analysts will find this course extremely useful as it helps build a foundation for this career.

See salaries and explore the career path for Equity Research Analyst

Venture Capital Analyst

Venture capital analysts identify and evaluate potential investment opportunities in early-stage companies. This course explores how to find great venture capital investment ideas, and also provides an overview of what a venture capital firm is and the role of a venture capital financial analyst. This course may be useful for anyone seeking to become a venture capital analyst, as it dives into relevant financial analysis topics.

See salaries and explore the career path for Venture Capital Analyst

Private Equity Analyst

Private equity analysts evaluate and analyze potential investment targets. This course helps someone looking to become a private equity analyst understand the fundamentals of finance. The course covers topics such as how to build financial models, how to value companies, how to analyze financial statements and how to understand the role of a private equity analyst. This course may help someone interested in this role gain much needed knowledge.

See salaries and explore the career path for Private Equity Analyst

Mutual Fund Analyst

A mutual fund analyst performs research and analysis to help inform investment decisions for a mutual fund. This course covers topics such as how to analyze financial statements, value companies and pitch investment ideas. The course also discusses how to come up with mutual fund investment ideas. This course is designed for those looking to start a career as a mutual fund analyst and will help anyone looking to pursue this career.

See salaries and explore the career path for Mutual Fund Analyst

Sales Trader

A sales trader works with clients to execute trades in the market. This course provides an overview of what a sales trader’s firm is and the role of a sales trader financial analyst, including the pros and cons of working in this role. It also introduces various key concepts to finance, including how to analyze markets, manage risk, and understand trading strategies. This course provides the learner with broad and relevant knowledge.

See salaries and explore the career path for Sales Trader

Buy Side Trader

A buy side trader executes trades on behalf of institutional investors such as mutual funds and hedge funds. This course presents an overview of what a buy side trader’s firm is, as well as the specific role of a buy side trader. This course may help someone who wishes to gain a foundational understanding of finance, as it covers topics such as portfolio management, financial modeling, and company valuation.

See salaries and explore the career path for Buy Side Trader

Equity Sales Analyst

An equity sales analyst assists in the sales of equities to institutional investors. This course includes material on what an equity sales firm is and the role of an equity sales financial analyst including the pros and cons. The course also covers important topics such as how to analyze financial statements, use Excel, and model financials. This course may be helpful to someone new to the role of equity sales analyst.

See salaries and explore the career path for Equity Sales Analyst

Private Wealth Management Analyst

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The Complete Financial Analyst Training & Investing Course

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