What you’ll learn
- 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.
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