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 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)
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)
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)
  • 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