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
-
1. Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets01:19
-
2. Introduction and How to Take this Course13:03
-
3. What Are the Major Differences Between the Different Financial Analyst Roles?11:28
-
4. What Are the Pros and Cons of Working as a Financial Analyst?03:32
Optional Exercise: Decide What Financial Analyst Role Interests You the Most
-
1. How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy03:23
-
2. Practice Activity Results Analysis03:26
Global Macroeconomics + How the World of Finance Works + Excel Part 1/4: The IMF
-
1. Introduction to Global Economics (What, Why & How of this Section)04:39
-
2. The International Monetary Fund, GDP and Why this Matters to Financial Analysts04:50
-
3. Excel Exercise #1: Analyzing IMF GDP Data05:33
-
4. Answers to Excel Exercise #1: Part 1 of 3 (Answers to Questions 1 through 12)20:00
-
5. Answers to Excel Exercise #1: Part 2 of 3 (Answers to Questions 13 through 16)19:46
-
6. Answers to Excel Exercise #1: Part 3 of 3 (Answers to Questions 17 through 20)18:58
Global Economics & Excel Part 2/4: The World Bank and Inflation
-
1. The World Bank as Another Great Data Resource for Financial Analysts02:26
-
2. Excel Exercise #2: Analyzing World Bank Inflation Data01:03
-
3. Answers to the Excel Exercise #205:11
Global Econ. & Excel Part 3/4: Currencies, Monetary Policy and Interest Rates
-
1. How+ Why Do Interest Rates Change & Why this is Important for Financial Analysts19:17
-
2. Understanding Currency Movements and Monetary Policy16:56
-
3. Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics00:46
-
4. Answers to the Excel Exercise #310:40
Global Econ. +Excel Part 4/4: Fiscal Policy, WTO, Monopolies, Bitcoin & More
-
1. Fiscal Policy and Economic Stimulation13:46
-
2. The World Trade Organization as Another Great Resource for Financial Analysts01:45
-
3. Monopolies & Oligopolies are the Best Investments02:10
-
4. Side Note: Is Bitcoin the Largest Threat to National Monetary Policy Security?04:00
Foundations & Introducing "Portfolio Management, Investment & Excel Dashboard!"
-
1. Finance Foundations Introduction01:42
-
2. Quick Accounting Review and the Shark Virtual Reality IPO? : )01:40
-
3. Attached is Your 7 Step Template for Creating Financials, Models and Valuations!04:09
-
4. What are Growth and Value Investors and Why this is Important to Your Success05:14
-
5. What Financial Statements & Valuation Methods Matter Most to Which Analysts?03:55
-
6. Excel Exercise #4: Formatting the Portfolio Dashboard01:38
-
7. Answers to Excel Exercise #4: Part 1 of 2 (Answers to Questions 1 through 5)08:55
-
8. Answers to Excel Exercise #4: Part 2 of 2 (Answers to Questions 5 through 10)15:06
Investment Banking Part 1: Introduction, Mergers & Acquisitions and the IPO
-
1. What is Investment Banking and How Does it Work?11:47
-
2. Deliverables that Investment Bankers Create08:35
-
3. The IPO (Initial Public Offering) and the NDSR (Non Deal Roadshow)09:04
-
4. Introduction to Investment Banking Modeling, Mergers & Acquisitions & Valuation19:10
-
5. Coming up with M&A (Mergers & Acquisitions) Ideas04:45
Investment Banking Part 2: Getting Hired, Promoted, Pros & Cons and Much More
-
1. How to Get Promoted in Investment Banking07:08
-
2. 7 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) Jobs19:23
-
3. How to "Manage Up" in Investment Banking and Financial Services in General03:42
-
4. The Pros and Cons of Working in Investment Banking04:11
-
5. Investment Banking Politics to Be Aware of03:51
Stock Markets + Portfolio Management: Part 1: Learn by Doing Excel Exercises
-
1. Excel Exercise #5: Stock Market Index,Valuation, Earnings+Conditional Formatting04:06
-
2. Answers to Excel Exercise #5: Part 1 of 3 (Answers to Questions 1 through 6)18:49
-
3. Answers to Excel Exercise #5: Part 2 of 3 (Answers to Questions 7 through 9)20:11
-
4. Answers to Excel Exercise #5: Part 3 of 3 (Answers to Questions 10 through 12)13:42
Stock Markets + Portfolio Management: Part 2: Learn by Doing Excel Exercises
-
1. Exercise #6: Stock Sector Analysis, Risk Management, Data Feeds & Data Analysis02:00
-
2. Answers to Excel Exercise #6: Part 1 of 4 (Answers to Questions 1 through 6)17:25
-
3. Answers to Excel Exercise #6: Part 2 of 4 (Answers to Questions 7 through 8)12:05
-
4. Answers to Excel Exercise #6: Part 3 of 4 (Answer to Question 9)16:30
-
5. Answers to Excel Exercise #6: Part 4 of 4 (Answer to Question 10)04:27
Stock Markets + Portfolio Management: Part 3: Learn by Doing Excel Exercises
-
1. Exercise #7: Introduction to the INCREDIBLE Yahoo Finance "A.P.I.!"04:15
-
2. Answers to Excel Exercise #7: Part 1 of 3 (Answers to Questions 1 and 2)16:44
-
3. Answers to Excel Exercise #7: Part 2 of 3 (Answer to Question 3)12:39
-
4. Answers to Excel Exercise #7: Part 3 of 3 (Answers to Questions 4 and 5)06:12
-
5. Side Note: It Shouldn't Be About $, But Here is What an Analyst Makes04:52
Stock Markets + Portfolio Management: Part 4: Learn by Doing Excel Exercises
-
1. Excel Exercise #8: Introduction: FX Exchange, Spinners, Check-boxes and More!02:17
-
2. Answers to Excel Exercise #8: Part 1 of 3 (Answers to Questions 1 through 7)09:40
-
3. Answers to Excel Exercise #8: Part 2 of 3 (Answer to Question 8)06:06
-
4. Answers to Excel Exercise #8: Part 3 of 3 (Answers to Questions 9 and 10)14:31
Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 1
-
1. Exercise #9: Intro: VLOOKUP for Sector Drivers, Sector and Stock Risk Exposure01:47
-
2. Answers to Excel Exercise #9: Part 1 of 3 (Answers to Questions 1 and 2)17:51
-
3. Answers to Excel Exercise #9: Part 2 of 3 (Answers to Questions 3 through 7)15:48
-
4. Answers to Excel Exercise #9: Part 3 of 3 (Answers to Questions 8 through 10)05:01
Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 2
-
1. Exercise #10: Intro: Beta/Alpha+ More Portfolio/Risk Management Dashboard Topics03:34
-
2. Answers to Excel Exercise #10: Part 1 of 4 (Answers to Questions 1 through 5)18:21
-
3. Answers to Excel Exercise #10: Part 2 of 4 (Answers to Questions 6 through 8)14:19
-
4. Answers to Excel Exercise #10: Part 3 of 4 (Answers to Questions 9 and 10)20:18
-
5. Answers to Excel Exercise #10: Part 4 of 4 (Answers to Questions 11 through 17)18:44
"Sell Side" Equity Research Part 1: What is it + How they Research Investments
-
1. What is the Sell Side and How Does it Work?09:01
-
2. The Relationship Between the "Sell Side" and the"Buy Side"05:27
-
3. Coming Up with Sell Side Research Ratings06:34
-
4. How to Create a Detailed Investment Research Report (22 Page Template Attached)09:13
-
5. Earnings Reports (What Are they and How to Write them)07:58
-
6. How to Pitch Investments Ideas to the Buy Side (to Hedge and Mutual Funds)02:42
-
7. Modeling for Sell Side Analysts02:02
"Sell Side" Equity Research Part 2: Getting Promoted, Hired, Politics & More
-
1. How to Get Promoted in Sell Side Equity Research04:00
-
2. 7 Things You Must Do to Get Hired as a Financial Analyst in Equity Research01:52
-
3. How to Manage Up in Equity Research05:51
-
4. The Pros and Cons of Being an Equity Research Analyst03:45
-
5. Equity Sell Side Research Politics to Be Aware of02:18
-
6. A Day in the Life of a Sell Side Analyst05:01
Surprise Compliance Emergency Lecture (Please take Compliance Very Seriously)
-
1. Side Note: Important Compliance Topics03:20
-
2. Please Be Careful and Always Compliant. Thanks03:51
Venture Capital Part 1: Introduction, Coming Up with Ideas + Beating Other VCs
-
1. Venture Capital Overview11:43
-
2. How Do You Find GREAT Venture Capital Ideas?04:05
-
3. Pitching VC Ideas to the Partner You Work For17:48
-
4. How Do You Win Deals in Venture Capital Over Other Firms?06:13
-
5. How to Create Financial Models in the Venture Capital Sector05:43
Venture Capital Part 2: Getting Promoted, Hired, Pros & Cons, Politics in VC etc
-
1. How to Get Promoted to Partner at a VC Firm03:30
-
2. How to Get Hired at a VC Firm04:05
-
3. How to Manage Up at a VC Firm02:01
-
4. Venture Capital Pros and Cons03:40
-
5. Politics at a VC Firm02:09
-
6. Venture Capital a Day in the Life05:12
-
7. Side Note: 10 Meetings Best Practices03:44
"Buy Side" Part 1: Hedge Funds & Short Positions (Opposite of Owning a Stock)
-
1. Hedge Funds Introduction & How Does a Short Work (Opposite of Owning a Stock)09:12
-
2. A Day in the Life of a Hedge Fund Analyst04:39
-
3. Pros and Cons of Working at a Hedge Fund02:09
-
4. Other Hedge Fund Strategies (Event Driven, Computer Trading etc.)04:49
-
5. Side Note: You Need MANY Mentors if You Want a Promotion!02:39
"Buy Side" Part 2: Mutual Funds (Longer Term Investing, Unlike Most Hedgies)
-
1. Mutual Funds Introduction & How Do they Work?06:09
-
2. A Day in the Life of a Mutual Fund Analyst02:13
-
3. Pros and Cons of Working at a Mutual Fund02:56
"Buy Side" Part 3: What is a Buy Side Research Process?
-
1. Research Process Introduction02:37
-
2. 8 Step Research Process07:56
-
3. Completing an Investment Idea Template05:12
-
4. Differences Between the Research Process at a Hedge Fund and at a Mutual Fun01:23
-
5. Interviewing Management as Part of the Investment Research Process08:25
"Buy Side" Part 4: Catalysts (Meaning the Reason to Invest as Timing is Crucial)
-
1. What is an Investment Catalyst and Why is it Important?01:10
-
2. Catalysts for Hedge Funds05:17
-
3. Catalysts for Mutual Funds04:26
-
4. Side Note: More Details on the Quarterly Earnings Call03:55
"Buy Side" Part 5: Coming Up with Hedge Fund (Shorter-Term) Investment Ideas
-
1. Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas.01:11
-
2. Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes06:03
-
3. How to Create and Pitch Hedge Fund Long Ideas04:58
-
4. How to Create and Pitch Hedge Fund Short Ideas + Exercise06:38
Trading Technical Analysis and Trader (and Other) Financial Analyst Roles
-
1. Analyzing Technicals and Stop Losses14:26
-
2. Introduction to Traders and 9 Other Financial Analyst Roles02:32
-
3. Salestrader Financial Analyst Role (Part of an Investment Bank)01:04
-
4. Salestrader Pros and Cons02:10
-
5. Salestrader Day in the Life03:26
-
6. Sell Side Trader Financial Analyst Role (Part of an Investment Bank)05:05
-
7. Sell Side Trader Pros and Cons01:45
-
8. Sell Side Trader Day in the Life03:12
-
9. Buy Side Trader (@ a Hedge Fund or Mutual Fund) Financial Analyst Role Overview02:02
-
10. Buy Side Trader Pros and Cons02:44
-
11. Buy Side Trader Day in the Life04:02
"Buy Side" Part 6: Coming Up with Mutual Fund (Longer Term) Investment Ideas
-
1. Introduction to Coming Up with Mutual Fund Long (Buy) Ideas.01:25
-
2. How to Create and Pitch Mutual Fund Long (Buy) Ideas10:31
"Buy Side" Part 7: Buy Side Interview
-
1. Getting Hired as a Mutual Fund Analyst: 9 GREAT Strategies05:46
-
2. Getting Hired as a Hedge Fund Analyst09:48
"Buy Side" Part 8: Keeping Your Boss (Portfolio Manager) Happy @ a Hedge Fund
-
1. How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)03:35
-
2. Politics in Hedge Funds to Be Aware of03:34
"Buy Side" Part 9: Keeping Your Boss (Portfolio Manager) Happy at a Mutual Fund
-
1. How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)03:28
-
2. Politics in Mutual Funds to Be Aware of01:54
"Buy Side" Part 10: Beta & Getting Promoted from Analyst to Port. M. @Hedge fund
-
1. What is the Role of a Hedge Fund Portfolio Manager?15:01
-
2. How to Get Promoted from Analyst to Portfolio Manager Part 1 of 201:54
-
3. How to Get Promoted from Analyst to Portfolio Manager Part 2 of 214:17
"Buy Side" Part 11: Getting Promoted from Analyst to PM @ Mutual Fund
-
1. What is the Role of a Mutual Fund Portfolio Manager?04:52
-
2. How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund05:56
Equity Sales Financial Analyst Role (Part of an Investment Bank)
-
1. Equity Sales Overview02:17
-
2. Equity Sales Pros and Cons02:53
-
3. Equity Sales Day in the Life05:50
Equity Capital Markets (ECM) Financial Analyst Role (Part of an Investment Bank)
-
1. Equity Capital Markets (ECM) Overview01:06
-
2. Equity Capital Markets (ECM) Pros and Cons01:58
-
3. Equity Capital Markets (ECM) Day in the Life05:08
Computer / Artificial Intelligence Financial Analyst Role
-
1. Computer / Artificial Intelligence Overview01:10
-
2. Computer / Artificial Intelligence Pros and Cons03:30
-
3. Computer / Artificial Intelligence Day in the Life04:11
Private Equity Financial Analyst Role
-
1. Private Equity Overview01:35
-
2. Private Equity Day in the Life03:42
-
3. Private Equity Pros and Cons....AND A SURPRISE!03:02
Private Wealth Management
-
1. Private Wealth Management Overview00:42
-
2. Private Wealth Management Pros and Cons01:37
-
3. Private Wealth Management Day in the Life02:42
Large Non-Finance Company Financial Analyst Role
-
1. Financial Analyst at a Large Non Finance Company Overview01:20
-
2. Financial Analyst at a Large Non Finance Company Pros and Cons01:20
-
3. Financial Analyst at a Large Non Finance Company Day in the Life02:29
Introduction to Creating Financials, Modeling and Valuing Companies
-
1. Introducing Your "7 Step Financial Statement + Modeling + Valuation Template"06:52
-
2. Step 1: Financial Modeling Best Practices05:23
Forecasting Revenue and Case Study #1: Projecting Shark VR’s Revenue
-
1. Step 2: Forecasting Revenue (How to Use the Step 2 Excel Tab)17:14
-
2. Case Study #1: Helping Shark Virtual Reality with Revenue Modeling12:34
-
3. Answers to Case Study #1: Helping Shark Virtual Reality with Revenue Modeling14:08
Intro to the Income Statement & Case #2: Making Shark VR’s Income Statement
-
1. Why is the Income Statement Important & How Can It Help You Achieve Your Goals03:11
-
2. Income Statement Explanation03:57
-
3. Income Statement Example and Analysis08:47
-
4. Step 3: Income Statement (How to Use the Step 3 Excel Tab)20:51
-
5. Case Study #2: Helping Shark Virtual Reality with the Income Statement05:14
-
6. Answers to Case Study #2: Helping Shark Virtual Reality with Revenue Modeling12:19
Intro to the Balance Sheet & Case #3: Making Shark VR’s Balance Sheet
-
1. Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals01:12
-
2. Balance Sheet Explanation02:04
-
3. Balance Sheet Example and Analysis08:39
-
4. Step 4: Balance Sheet (How to Use the Step 4 Excel Tab)07:42
-
5. Case Study #3: Helping Shark Virtual Reality with the Balance Sheet03:08
-
6. Answer to Case Study #3: Helping Shark Virtual Reality with the Balance Sheet06:31
Intro to the Cash Flow Statement & Case #4: Making Shark VR’s CF Statement
-
1. Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals01:54
-
2. Cash Flow Statement Explanation02:07
-
3. Cash Flow Statement Example and Analysis06:33
-
4. Step 5: Cash Flow Statement (How to Use the Step 5 Excel Tab)09:04
-
5. Case Study #4: Helping Shark Virtual Reality with the Cash Flow Statement01:39
-
6. Answer to Case Study #4: Helping Shark VR with the Cash Flow Statement01:55
-
7. Financial Statement Analysis Conclusion (How All 3 Statements Are Related)02:19
Financial Model Data Sources and Financial Models
-
1. Why is Financial Modeling Important & How Can It Help You Achieve Your Goals02:15
-
2. You Already Know How to Model! : )01:23
-
3. Model Data Source #1 of 3: SEC.gov07:21
-
4. Model Data Source #2 of 3: Investor Relations (Also Called "I.R.")11:11
-
5. Model Data Source #3 of 3: Yahoo Finance05:25
Intro to Valuation (for All Types of Investors, including Growth & Value I
-
1. Introduction to Valuation01:16
-
2. More Detail on Growth Versus Value and P/E + P/R + DCF Overview05:14
Valuation Using DCF & Case #6: Valuing Shark VR Using DCF
-
1. What is DCF, Why is it Important and How Does it Work?06:18
-
2. Calculating the Terminal Value02:43
-
3. Calculating the Weighted Average Cost of Capital (WACC)06:16
-
4. DCF Example07:45
-
5. Step 6: DCF Valuation (How to Use the Step 6 Excel Tab)17:08
-
6. Case Study #6: Valuation Using DCF for Shark Virtual Reality00:24
-
7. Answer to Case Study #6: Valuation Using DCF for Shark Virtual Reality02:42
Valuation Using Price/Revenue (P/R) & Case #7: Valuing Shark VR Using P/R
-
1. What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio?01:59
-
2. Price to Revenue Example01:44
-
3. Step 7: Other Valuations (How to Use the Step 7 Excel Tab)08:33
-
4. Case Study #7: Valuation Using P/R for Shark Virtual Reality03:06
-
5. Answer to Case Study #7: Valuation Using P/R for Shark Virtual Reality01:39
Valuation Using P/E, Other Ways to Value Firms & Case #8: Valuing S
-
1. Introduction to P/E and Why it Matters02:46
-
2. Case Study #8: Valuation Using P/E for Shark Virtual Reality01:10
-
3. Answer to Case Study #8: Valuation Using P/E for Shark Virtual Reality01:04
-
4. Additional Valuation Methodologies01:44
The IPO of Shark Virtual Reality Part 2: Valuing Shark VR & HOW DID THE DEAL DO?
-
1. Discussing of the Shark Virtual Reality IPO (Continues in the Next Lecture)14:50
-
2. ...Additional Shark VR IPO Discussion and Who is this "Shark?"09:21
How Hedge Funds & Mutual Funds Model and Value Shark VR (Case #9 and #10)
-
1. How Hedge Funds Create Financial Models and Target Prices00:58
-
2. Case Study #9: Hedge Fund Valuation and Modeling of Shark Virtual Reality01:12
-
3. Answer to Case Study #9: Hedge Fund Valuation and Modeling of Shark VR01:34
-
4. How Mutual Funds Create Financial Models and Target Prices02:50
-
5. Case Study #10: Mutual Fund Valuation and Modeling of Shark VR01:17
-
6. Answer to Case Study #10: Mutual Fund Valuation and Modeling of Shark VR01:25
Ethics & Compliance (Stay Out of Jail)
-
1. Compliance is CRUCIAL for all Financial Analysts10:41
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.
Pass Finance Courses Financial Analyst and Investor Course Exam in First Attempt Guaranteed!
Get 100% Latest Exam Questions, Accurate & Verified Answers As Seen in the Actual Exam!
30 Days Free Updates, Instant Download!
Student Feedback
Comments * The most recent comment are at the top
Can View Online Video Courses
Please fill out your email address below in order to view Online Courses.
Registration is Free and Easy, You Simply need to provide an email address.
- Trusted By 1.2M IT Certification Candidates Every Month
- Hundreds Hours of Videos
- Instant download After Registration
A confirmation link will be sent to this email address to verify your login.
Please Log In to view Online Course
Registration is free and easy - just provide your E-mail address.
Click Here to Register