Index for: The Complete Financial Analyst Training and Investing Course
Topic
7 Step Template for Creating Financials, Models
and Valuation Excel Spreadsheet
Lecture #:
29
8 Step Research Process
108
Analyzing Bureau of Labor and Statistics Data
21
Analyzing IMF GDP Data
12
Balance Sheet Example
177
Balance Sheet Explanation
176
Balance Sheet Introduction
175
Balance Sheet Used in 7 Step Template
178
Bitcoin
26
Buy Side Investment Ideas
77
Buy Side Trader: a day in the life
131
Buy Side Trader: Pros and Cons
130
Buy Side Trader: Role
129
Case Study #1: Revenue Forecast Questions
167
Case Study #1: Revenue Forecast Solutions
Case Study #2: Income Statement Forecast
Questions
Case Study #2: Income Statement Forecast
Solutions
168
Case Study #3: Balance Sheet Forecast Questions
179
Case Study #3: Balance Sheet Forecast Solutions
Case Study #4: Cash Flow Statement Forecast
Solutions
Case Study #4: Cash Flow Statement Forecast
Questions
Case Study #5: S-1 IPO Document for Shark Virtual
Reality Questions
Case Study #5: S-1 IPO Document for Shark Virtual
Reality Solutions
180
Case Study #6: Valuation Using DCF Questions
203
Case Study #6: Valuation Using DCF Solutions
204
Case Study #7: Valuation Using P/R Questions
208
Case Study #7: Valuation Using P/R Solutions
209
Page 1 of 8
173
174
186
185
194
195
Index for: The Complete Financial Analyst Training and Investing Course
Topic
Case Study #8: Valuation Using P/E Questions
Lecture #:
211
Case Study #8: Valuation Using P/E Solutions
Case Study #9: Hedge Fund Modeling and
Valuation Questions
Case Study #9: Hedge Fund Modeling and
Valuation Solutions
Case Study #10: Mutual Fund Modeling and
Valuation Questions
Case Study #10: Mutual Fund Modeling and
Valuation Solutions
212
Cash Flow Statement Example
183
Cash Flow Statement Explanation
182
Cash Flow Statement Introduction
181
Cash Flow Statement Used in 7 Step Template
184
Catalysts Definition
112
Catalysts for Hedge Funds
113
Catalysts for Mutual Funds
114
Compensation for Financial Analysts
58
Compliance Topics
222
Compliance Topics
85
Compliance Topics
86
Computer / AI Analyst: a day in the life
154
Computer / AI Analyst: Pros and Cons
153
Computer / AI Analyst: Role
152
DCF Example
201
DCF Introduction
198
DCF Valuation Used in 7 Step Template
202
Differences Between the Financial Analyst Roles
217
218
220
221
5
Earnings Calls
115
Earnings Reports: How to Write them
76
Equity Capital Markets: a day in the life
151
Equity Capital Markets: Pros and Cons
150
Equity Capital Markets: Role
149
Page 2 of 8
Index for: The Complete Financial Analyst Training and Investing Course
Topic
Equity Sales: a day in the life
Lecture #:
148
Equity Sales: Pros and Cons
147
Equity Sales: Role
146
Event Driven
Excel Exercise on Beta, Alpha and Additional Risk
Management Topics Answers Part 1 of 4
Excel Exercise on Beta, Alpha and Additional Risk
Management Topics Answers Part 2 of 4
Excel Exercise on Beta, Alpha and Additional Risk
Management Topics Answers Part 3 of 4
Excel Exercise on Beta, Alpha and Additional Risk
Management Topics Answers Part 4 of 4
Excel Exercise on Beta, Alpha and Additional Risk
Management Topics Questions
Excel Exercise on FX, Spinners and Check Boxes
Answers Part 1 of 3
Excel Exercise on FX, Spinners and Check Boxes
Answers Part 2 of 3
Excel Exercise on FX, Spinners and Check Boxes
Answers Part 3 of 3
Excel Exercise on FX, Spinners and Check Boxes
Questions
Excel Exercise on Risk Management and Sector
Drivers Answers Part 1 of 3
Excel Exercise on Risk Management and Sector
Drivers Answers Part 2 of 3
Excel Exercise on Risk Management and Sector
Drivers Answers Part 3 of 3
Excel Exercise on Risk Management and Sector
Drivers Questions
Excel Exercise on Risk Management Answers Part 1
of 4
Excel Exercise on Risk Management Answers Part 2
of 4
Excel Exercise on Risk Management Answers Part 3
of 4
Excel Exercise on Risk Management Answers Part 4
of 4
102
Excel Exercise on Risk Management Questions
49
Page 3 of 8
68
69
70
71
67
60
61
62
59
64
65
66
63
50
51
52
53
Index for: The Complete Financial Analyst Training and Investing Course
Topic
Excel Exercise on Valuation and Stock Market
Index Answers Part 1 of 3
Excel Exercise on Valuation and Stock Market
Index Answers Part 2 of 3
Excel Exercise on Valuation and Stock Market
Index Answers Part 3 of 3
Excel Exercise on Valuation and Stock Market
Index Questions
Excel Exercise on Yahoo Finance API Answers Part
1 of 3
Excel Exercise on Yahoo Finance API Answers Part
2of 3
Excel Exercise on Yahoo Finance API Answers Part
3 of 3
Lecture #:
46
47
48
45
55
56
57
Excel Exercise on Yahoo Finance API Questions
Excel Portfolio Management Dashboard
Formatting Exercise
Excel Portfolio Management Dashboard
Formatting Exercise Solutions Part 1 of 2
Excel Portfolio Management Dashboard
Formatting Exercise Solutions Part 2 of 2
Financial Statements: Which Statements Matter
Most to Which Analysts?
54
Fiscal Policy
23
Global Economics Introduction
10
Growth vs Value Investing
197
Hedge Fund day in the life
100
Hedge Fund Idea Template
Hedge Fund Introduction and the Anatomy of a
Short
120
Hedge Fund Long Ideas
118
Hedge Fund Pros and Cons
101
Hedge Fund Short Ideas
119
Hedge Funds: Getting Hired
136
Hedge Funds: Getting Promoted Part 1
142
Hedge Funds: Getting Promoted Part 2
143
Hedge Funds: Politics to be aware of
138
Page 4 of 8
32
33
34
31
99
Index for: The Complete Financial Analyst Training and Investing Course
Topic
How All 3 Financial Statements are Related
Lecture #:
187
IMF (International Monetary Fund)
11
Income Statement Example
171
Income Statement Explanation
140
Income Statement Introduction
169
Income Statement Used in 7 Step Template
172
Interest Rates: Introduction
19
Interview Tips for Investment Bankers
41
Interviewing Management
111
Investment Banking Deliverables
36
Investment Banking Introduction
35
Investment Banking Managing Up
42
Investment Banking Modeling + M&A
38
Investment Banking Politics
44
Investment Banking Pros and Cons
43
Investment Banking: Coming up with M&A Ideas
39
Investment Banking: Getting Promoted
40
Investment Idea Template
109
IPO (Winning Our Mandate!)
193
IPO and the NDRS
37
IPO Discussion Role Play Part 1 of 2
214
IPO Discussion Role Play Part 2 of 2
Large Non-Finance Firm Financial Analyst: a day in
the life
Large Non-Finance Firm Financial Analyst: Pros and
Cons
215
Large Non-Finance Firm Financial Analyst: Role
161
Meetings Best Practices
98
Mentors in Finance
103
Model Data Source: Investor Relations
191
Model Data Source: SEC.gov
190
Model Data Source: Yahoo Finance
192
Page 5 of 8
163
162
Index for: The Complete Financial Analyst Training and Investing Course
Topic
Lecture #:
165
Modeling Best Practices
Modeling for Hedge Funds
216
Modeling for Mutual Funds
219
Modeling for Sell Side Analysts
78
Modeling Introduction
188
Monetary Policy and Currency Movements
20
Monopolies
25
Mutual Fund Investment Template
134
Mutual Fund: Creating Investment Long Ideas
133
Mutual Fund: Getting Promoted
145
Mutual Funds: A day in the life
105
Mutual Funds: Getting Hired
135
Mutual Funds: Introduction
104
Mutual Funds: Politics to be aware of
140
Mutual Funds: Pros and Cons
106
Other Valuations Used in 7 Step Template
207
Portfolio Management @ a Hedge Fund
141
Portfolio Management: Mutual Fund
144
Price Earnings Introduction
210
Price to Revenue Example
206
Price to Revenue Introduction
205
Private Equity: a day in the life
156
Private Equity: Pros and cons
157
Private Equity: Role
155
Private Wealth Management: a day in the life
160
Private Wealth Management: Pros and Cons
159
Private Wealth Management: Role
158
Pros and Cons of Working as a Financial Analyst
6
Research Process
Research Process Differences (Short term vs Long
Term Focus)
107
Revenue Forecast
166
Page 6 of 8
108
Index for: The Complete Financial Analyst Training and Investing Course
Topic
Lecture #:
125
Salestrader: A day in the life
Salestrader: Pros and cons
124
Salestrader: Role
123
Sell Side and Relationship with Buy Side
73
Sell Side Trader: a day in the life
128
Sell Side Trader: Pros and Cons
127
Sell Side Trader: Role
126
Sell Side; a day in the life
84
Sell Side: 7 Things You Must do to Get Hired
80
Sell Side: Coming Up with Research Ratings
74
Sell Side: Creating Investment Research Reports
75
Sell Side: Getting Promoted
79
Sell Side: Managing Up
81
Sell Side: Politics
83
Sell Side: Pros and Cons
82
Sell Side: Role
Survey on What Finance Role You Might Be Most
Interested In
72
Technicals and Stop Losses
Template for Creating Financial Statements (7
Steps)
121
Terminal Value
199
Top Down vs Bottoms Up Investing
117
Valuation Introduction
196
Valuation: Additional Methodologies
213
Venture Capital: a day in the life
97
Venture Capital: Creating Financial Models
91
Venture Capital: Getting Hired
93
Venture Capital: Getting Promoted
92
Venture Capital: Managing UP
Venture Capital: Pitching Ideas to Your Partner
(Boss)
94
Page 7 of 8
7
164
89
Index for: The Complete Financial Analyst Training and Investing Course
Topic
Lecture #:
96
Venture Capital: Politics
Venture Capital: Pros and Cons
Venture Capital: Wining Deals Over the
Competition
95
Venture Capital: Coming Up with Investment Ideas
88
Venture Capital: Role
87
WACC Calculation
200
World Bank Inflation Data
17
World Bank Introduction
16
WTO (World Trade Organization)
24
90
Page 8 of 8