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Financial Analyst and Investor Course: Financial Analyst & Investor Course Certification Video Training Course
The complete solution to prepare for for your exam with Financial Analyst and Investor Course: Financial Analyst & Investor Course certification video training course. The Financial Analyst and Investor Course: Financial Analyst & Investor Course certification video training course contains a complete set of videos that will provide you with thorough knowledge to understand the key concepts. Top notch prep including Finance Courses Financial Analyst and Investor Course exam dumps, study guide & practice test questions and answers.
Financial Analyst and Investor Course: Financial Analyst & Investor Course Certification Video Training Course Exam Curriculum
Course Introduction & How to Take this Course
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1. Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets
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2. Introduction and How to Take this Course
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3. What Are the Major Differences Between the Different Financial Analyst Roles?
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4. What Are the Pros and Cons of Working as a Financial Analyst?
Optional Exercise: Decide What Financial Analyst Role Interests You the Most
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1. How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy
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2. Practice Activity Results Analysis
Global Macroeconomics + How the World of Finance Works + Excel Part 1/4: The IMF
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1. Introduction to Global Economics (What, Why & How of this Section)
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2. The International Monetary Fund, GDP and Why this Matters to Financial Analysts
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3. Excel Exercise #1: Analyzing IMF GDP Data
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4. Answers to Excel Exercise #1: Part 1 of 3 (Answers to Questions 1 through 12)
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5. Answers to Excel Exercise #1: Part 2 of 3 (Answers to Questions 13 through 16)
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6. 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
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1. The World Bank as Another Great Data Resource for Financial Analysts
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2. Excel Exercise #2: Analyzing World Bank Inflation Data
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3. Answers to the Excel Exercise #2
Global Econ. & Excel Part 3/4: Currencies, Monetary Policy and Interest Rates
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1. How+ Why Do Interest Rates Change & Why this is Important for Financial Analysts
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2. Understanding Currency Movements and Monetary Policy
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3. Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics
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4. Answers to the Excel Exercise #3
Global Econ. +Excel Part 4/4: Fiscal Policy, WTO, Monopolies, Bitcoin & More
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1. Fiscal Policy and Economic Stimulation
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2. The World Trade Organization as Another Great Resource for Financial Analysts
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3. Monopolies & Oligopolies are the Best Investments
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4. Side Note: Is Bitcoin the Largest Threat to National Monetary Policy Security?
Foundations & Introducing "Portfolio Management, Investment & Excel Dashboard!"
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1. Finance Foundations Introduction
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2. Quick Accounting Review and the Shark Virtual Reality IPO? : )
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3. Attached is Your 7 Step Template for Creating Financials, Models and Valuations!
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4. What are Growth and Value Investors and Why this is Important to Your Success
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5. What Financial Statements & Valuation Methods Matter Most to Which Analysts?
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6. Excel Exercise #4: Formatting the Portfolio Dashboard
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7. Answers to Excel Exercise #4: Part 1 of 2 (Answers to Questions 1 through 5)
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8. 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
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1. What is Investment Banking and How Does it Work?
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2. Deliverables that Investment Bankers Create
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3. The IPO (Initial Public Offering) and the NDSR (Non Deal Roadshow)
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4. Introduction to Investment Banking Modeling, Mergers & Acquisitions & Valuation
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5. Coming up with M&A (Mergers & Acquisitions) Ideas
Investment Banking Part 2: Getting Hired, Promoted, Pros & Cons and Much More
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1. How to Get Promoted in Investment Banking
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2. 7 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) Jobs
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3. How to "Manage Up" in Investment Banking and Financial Services in General
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4. The Pros and Cons of Working in Investment Banking
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5. Investment Banking Politics to Be Aware of
Stock Markets + Portfolio Management: Part 1: Learn by Doing Excel Exercises
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1. Excel Exercise #5: Stock Market Index,Valuation, Earnings+Conditional Formatting
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2. Answers to Excel Exercise #5: Part 1 of 3 (Answers to Questions 1 through 6)
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3. Answers to Excel Exercise #5: Part 2 of 3 (Answers to Questions 7 through 9)
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4. 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
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1. Exercise #6: Stock Sector Analysis, Risk Management, Data Feeds & Data Analysis
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2. Answers to Excel Exercise #6: Part 1 of 4 (Answers to Questions 1 through 6)
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3. Answers to Excel Exercise #6: Part 2 of 4 (Answers to Questions 7 through 8)
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4. Answers to Excel Exercise #6: Part 3 of 4 (Answer to Question 9)
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5. Answers to Excel Exercise #6: Part 4 of 4 (Answer to Question 10)
Stock Markets + Portfolio Management: Part 3: Learn by Doing Excel Exercises
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1. Exercise #7: Introduction to the INCREDIBLE Yahoo Finance "A.P.I.!"
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2. Answers to Excel Exercise #7: Part 1 of 3 (Answers to Questions 1 and 2)
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3. Answers to Excel Exercise #7: Part 2 of 3 (Answer to Question 3)
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4. Answers to Excel Exercise #7: Part 3 of 3 (Answers to Questions 4 and 5)
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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
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1. Excel Exercise #8: Introduction: FX Exchange, Spinners, Check-boxes and More!
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2. Answers to Excel Exercise #8: Part 1 of 3 (Answers to Questions 1 through 7)
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3. Answers to Excel Exercise #8: Part 2 of 3 (Answer to Question 8)
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4. Answers to Excel Exercise #8: Part 3 of 3 (Answers to Questions 9 and 10)
Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 1
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1. Exercise #9: Intro: VLOOKUP for Sector Drivers, Sector and Stock Risk Exposure
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2. Answers to Excel Exercise #9: Part 1 of 3 (Answers to Questions 1 and 2)
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3. Answers to Excel Exercise #9: Part 2 of 3 (Answers to Questions 3 through 7)
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4. 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
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1. Exercise #10: Intro: Beta/Alpha+ More Portfolio/Risk Management Dashboard Topics
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2. Answers to Excel Exercise #10: Part 1 of 4 (Answers to Questions 1 through 5)
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3. Answers to Excel Exercise #10: Part 2 of 4 (Answers to Questions 6 through 8)
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4. Answers to Excel Exercise #10: Part 3 of 4 (Answers to Questions 9 and 10)
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5. 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
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1. What is the Sell Side and How Does it Work?
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2. The Relationship Between the "Sell Side" and the"Buy Side"
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3. Coming Up with Sell Side Research Ratings
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4. How to Create a Detailed Investment Research Report (22 Page Template Attached)
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5. Earnings Reports (What Are they and How to Write them)
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6. How to Pitch Investments Ideas to the Buy Side (to Hedge and Mutual Funds)
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7. Modeling for Sell Side Analysts
"Sell Side" Equity Research Part 2: Getting Promoted, Hired, Politics & More
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1. How to Get Promoted in Sell Side Equity Research
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2. 7 Things You Must Do to Get Hired as a Financial Analyst in Equity Research
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3. How to Manage Up in Equity Research
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4. The Pros and Cons of Being an Equity Research Analyst
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5. Equity Sell Side Research Politics to Be Aware of
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6. A Day in the Life of a Sell Side Analyst
Surprise Compliance Emergency Lecture (Please take Compliance Very Seriously)
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1. Side Note: Important Compliance Topics
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2. Please Be Careful and Always Compliant. Thanks
Venture Capital Part 1: Introduction, Coming Up with Ideas + Beating Other VCs
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1. Venture Capital Overview
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2. How Do You Find GREAT Venture Capital Ideas?
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3. Pitching VC Ideas to the Partner You Work For
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4. How Do You Win Deals in Venture Capital Over Other Firms?
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5. How to Create Financial Models in the Venture Capital Sector
Venture Capital Part 2: Getting Promoted, Hired, Pros & Cons, Politics in VC etc
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1. How to Get Promoted to Partner at a VC Firm
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2. How to Get Hired at a VC Firm
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3. How to Manage Up at a VC Firm
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4. Venture Capital Pros and Cons
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5. Politics at a VC Firm
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6. Venture Capital a Day in the Life
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7. Side Note: 10 Meetings Best Practices
"Buy Side" Part 1: Hedge Funds & Short Positions (Opposite of Owning a Stock)
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1. Hedge Funds Introduction & How Does a Short Work (Opposite of Owning a Stock)
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2. A Day in the Life of a Hedge Fund Analyst
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3. Pros and Cons of Working at a Hedge Fund
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4. Other Hedge Fund Strategies (Event Driven, Computer Trading etc.)
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5. Side Note: You Need MANY Mentors if You Want a Promotion!
"Buy Side" Part 2: Mutual Funds (Longer Term Investing, Unlike Most Hedgies)
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1. Mutual Funds Introduction & How Do they Work?
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2. A Day in the Life of a Mutual Fund Analyst
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3. Pros and Cons of Working at a Mutual Fund
"Buy Side" Part 3: What is a Buy Side Research Process?
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1. Research Process Introduction
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2. 8 Step Research Process
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3. Completing an Investment Idea Template
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4. Differences Between the Research Process at a Hedge Fund and at a Mutual Fun
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5. Interviewing Management as Part of the Investment Research Process
"Buy Side" Part 4: Catalysts (Meaning the Reason to Invest as Timing is Crucial)
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1. What is an Investment Catalyst and Why is it Important?
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2. Catalysts for Hedge Funds
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3. Catalysts for Mutual Funds
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4. Side Note: More Details on the Quarterly Earnings Call
"Buy Side" Part 5: Coming Up with Hedge Fund (Shorter-Term) Investment Ideas
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1. Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas.
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2. Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes
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3. How to Create and Pitch Hedge Fund Long Ideas
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4. How to Create and Pitch Hedge Fund Short Ideas + Exercise
Trading Technical Analysis and Trader (and Other) Financial Analyst Roles
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1. Analyzing Technicals and Stop Losses
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2. Introduction to Traders and 9 Other Financial Analyst Roles
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3. Salestrader Financial Analyst Role (Part of an Investment Bank)
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4. Salestrader Pros and Cons
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5. Salestrader Day in the Life
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6. Sell Side Trader Financial Analyst Role (Part of an Investment Bank)
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7. Sell Side Trader Pros and Cons
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8. Sell Side Trader Day in the Life
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9. Buy Side Trader (@ a Hedge Fund or Mutual Fund) Financial Analyst Role Overview
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10. Buy Side Trader Pros and Cons
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11. Buy Side Trader Day in the Life
"Buy Side" Part 6: Coming Up with Mutual Fund (Longer Term) Investment Ideas
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1. Introduction to Coming Up with Mutual Fund Long (Buy) Ideas.
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2. How to Create and Pitch Mutual Fund Long (Buy) Ideas
"Buy Side" Part 7: Buy Side Interview
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1. Getting Hired as a Mutual Fund Analyst: 9 GREAT Strategies
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2. Getting Hired as a Hedge Fund Analyst
"Buy Side" Part 8: Keeping Your Boss (Portfolio Manager) Happy @ a Hedge Fund
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1. How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)
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2. Politics in Hedge Funds to Be Aware of
"Buy Side" Part 9: Keeping Your Boss (Portfolio Manager) Happy at a Mutual Fund
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1. How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)
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2. Politics in Mutual Funds to Be Aware of
"Buy Side" Part 10: Beta & Getting Promoted from Analyst to Port. M. @Hedge fund
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1. What is the Role of a Hedge Fund Portfolio Manager?
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2. How to Get Promoted from Analyst to Portfolio Manager Part 1 of 2
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3. How to Get Promoted from Analyst to Portfolio Manager Part 2 of 2
"Buy Side" Part 11: Getting Promoted from Analyst to PM @ Mutual Fund
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1. What is the Role of a Mutual Fund Portfolio Manager?
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2. How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund
Equity Sales Financial Analyst Role (Part of an Investment Bank)
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1. Equity Sales Overview
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2. Equity Sales Pros and Cons
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3. Equity Sales Day in the Life
Equity Capital Markets (ECM) Financial Analyst Role (Part of an Investment Bank)
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1. Equity Capital Markets (ECM) Overview
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2. Equity Capital Markets (ECM) Pros and Cons
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3. Equity Capital Markets (ECM) Day in the Life
Computer / Artificial Intelligence Financial Analyst Role
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1. Computer / Artificial Intelligence Overview
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2. Computer / Artificial Intelligence Pros and Cons
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3. Computer / Artificial Intelligence Day in the Life
Private Equity Financial Analyst Role
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1. Private Equity Overview
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2. Private Equity Day in the Life
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3. Private Equity Pros and Cons....AND A SURPRISE!
Private Wealth Management
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1. Private Wealth Management Overview
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2. Private Wealth Management Pros and Cons
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3. Private Wealth Management Day in the Life
Large Non-Finance Company Financial Analyst Role
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1. Financial Analyst at a Large Non Finance Company Overview
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2. Financial Analyst at a Large Non Finance Company Pros and Cons
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3. Financial Analyst at a Large Non Finance Company Day in the Life
Introduction to Creating Financials, Modeling and Valuing Companies
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1. Introducing Your "7 Step Financial Statement + Modeling + Valuation Template"
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2. Step 1: Financial Modeling Best Practices
Forecasting Revenue and Case Study #1: Projecting Shark VR’s Revenue
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1. Step 2: Forecasting Revenue (How to Use the Step 2 Excel Tab)
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2. Case Study #1: Helping Shark Virtual Reality with Revenue Modeling
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3. Answers to Case Study #1: Helping Shark Virtual Reality with Revenue Modeling
Intro to the Income Statement & Case #2: Making Shark VR’s Income Statement
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1. Why is the Income Statement Important & How Can It Help You Achieve Your Goals
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2. Income Statement Explanation
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3. Income Statement Example and Analysis
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4. Step 3: Income Statement (How to Use the Step 3 Excel Tab)
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5. Case Study #2: Helping Shark Virtual Reality with the Income Statement
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6. Answers to Case Study #2: Helping Shark Virtual Reality with Revenue Modeling
Intro to the Balance Sheet & Case #3: Making Shark VR’s Balance Sheet
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1. Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals
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2. Balance Sheet Explanation
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3. Balance Sheet Example and Analysis
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4. Step 4: Balance Sheet (How to Use the Step 4 Excel Tab)
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5. Case Study #3: Helping Shark Virtual Reality with the Balance Sheet
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6. Answer to Case Study #3: Helping Shark Virtual Reality with the Balance Sheet
Intro to the Cash Flow Statement & Case #4: Making Shark VR’s CF Statement
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1. Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals
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2. Cash Flow Statement Explanation
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3. Cash Flow Statement Example and Analysis
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4. Step 5: Cash Flow Statement (How to Use the Step 5 Excel Tab)
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5. Case Study #4: Helping Shark Virtual Reality with the Cash Flow Statement
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6. Answer to Case Study #4: Helping Shark VR with the Cash Flow Statement
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7. Financial Statement Analysis Conclusion (How All 3 Statements Are Related)
Financial Model Data Sources and Financial Models
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1. Why is Financial Modeling Important & How Can It Help You Achieve Your Goals
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2. You Already Know How to Model! : )
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3. Model Data Source #1 of 3: SEC.gov
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4. Model Data Source #2 of 3: Investor Relations (Also Called "I.R.")
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5. Model Data Source #3 of 3: Yahoo Finance
Intro to Valuation (for All Types of Investors, including Growth & Value I
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1. Introduction to Valuation
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2. More Detail on Growth Versus Value and P/E + P/R + DCF Overview
Valuation Using DCF & Case #6: Valuing Shark VR Using DCF
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1. What is DCF, Why is it Important and How Does it Work?
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2. Calculating the Terminal Value
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3. Calculating the Weighted Average Cost of Capital (WACC)
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4. DCF Example
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5. Step 6: DCF Valuation (How to Use the Step 6 Excel Tab)
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6. Case Study #6: Valuation Using DCF for Shark Virtual Reality
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7. Answer to Case Study #6: Valuation Using DCF for Shark Virtual Reality
Valuation Using Price/Revenue (P/R) & Case #7: Valuing Shark VR Using P/R
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1. What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio?
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2. Price to Revenue Example
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3. Step 7: Other Valuations (How to Use the Step 7 Excel Tab)
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4. Case Study #7: Valuation Using P/R for Shark Virtual Reality
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5. Answer to Case Study #7: Valuation Using P/R for Shark Virtual Reality
Valuation Using P/E, Other Ways to Value Firms & Case #8: Valuing S
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1. Introduction to P/E and Why it Matters
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2. Case Study #8: Valuation Using P/E for Shark Virtual Reality
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3. Answer to Case Study #8: Valuation Using P/E for Shark Virtual Reality
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4. Additional Valuation Methodologies
The IPO of Shark Virtual Reality Part 2: Valuing Shark VR & HOW DID THE DEAL DO?
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1. Discussing of the Shark Virtual Reality IPO (Continues in the Next Lecture)
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2. ...Additional Shark VR IPO Discussion and Who is this "Shark?"
How Hedge Funds & Mutual Funds Model and Value Shark VR (Case #9 and #10)
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1. How Hedge Funds Create Financial Models and Target Prices
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2. Case Study #9: Hedge Fund Valuation and Modeling of Shark Virtual Reality
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3. Answer to Case Study #9: Hedge Fund Valuation and Modeling of Shark VR
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4. How Mutual Funds Create Financial Models and Target Prices
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5. Case Study #10: Mutual Fund Valuation and Modeling of Shark VR
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6. Answer to Case Study #10: Mutual Fund Valuation and Modeling of Shark VR
Ethics & Compliance (Stay Out of Jail)
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1. Compliance is CRUCIAL for all Financial Analysts
About Financial Analyst and Investor Course: Financial Analyst & Investor Course Certification Video Training Course
Financial Analyst and Investor Course: Financial Analyst & Investor Course certification video training course by prepaway along with practice test questions and answers, study guide and exam dumps provides the ultimate training package to help you pass.
Do you dream about a career in finance? Are you attracted with the opportunity to earn more as a financial analyst is one of the highest paid jobs? Pay attention to this course! That’s exactly what you need.
The video course has a good and clear structure. As there is a lot of information you should learn and analyze, the training is divided into 51 parts reflecting the major topics. You will have 214 lectures in total. However, don’t be feared by the amount of themes because they are delivered in a concise and comprehensible way. You should just put a little effort and spend some time.
So, what will this training teach? First of all, there is an introduction part, which explains the Financial Analyst role, its advantages and disadvantages. After that, the course helps you define which financial analyst role can be the most appropriate for you. The course includes some Excel exercises, for example, related to Data analysis from the Bureau of Labor and Statistics, and etc.
You will receive knowledge regarding:
- Global macroeconomics
- Currency movement
- Investment banking
- Stock market
- Portfolio creation
- Sell Side and Buy Side
- Venture Capital
- Traders and trading technical analysis
- Equity Capital Markets
- Private wealth management
- Financial Analyst role for a large non-finance company
- Income Statement
- Cash Flow Statement
- Balance Sheet
- Financial modeling
- Valuation
- IPO of Shark Virtual Reality
At the end of the course, you will enrich your understanding of compliance and ethics, which is also considered to be an important part of the work.
To conclude, after the course, you will get a lot of theoretical and practical knowledge in order to build financial models, manage risk, have an expertise in Excel for financial analysis, manage a portfolio, and so on.
Prepaway's Financial Analyst and Investor Course: Financial Analyst & Investor Course video training course for passing certification exams is the only solution which you need.
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