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MBA Elective: The Complete Financial Analyst Training & Investing Course by Haroun Education Ventures
1. Course Introduction & How to Take this Course
Special Offer
Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets (1:18)
Introduction and How to Take this Course (14:22)
(Unpublished: Index.pdf needs to be revised as it does not match the Lectures) Quick Access Index of Topics in this Course (0:18)
Overview of Different Financial Analyst Roles and How They Work Together (3:46)
What Are the Major Differences Between the Different Financial Analyst Roles? (11:27)
What Are the Pros and Cons of Working as a Financial Analyst? (3:31)
[Optional] Side Note: Get Free Daily Helpful Business & Career Development Videos
2. 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 (3:23)
Optional Practice Activity:Decide What Finance Role You're Most Passionate About
Practice Activity Results Analysis (3:26)
3. Global Macroeconomics + How the World of Finance Works + Excel Part 1/4: The IMF
Introduction to Global Economics (What, Why & How of this Section) (4:39)
The International Monetary Fund, GDP and Why this Matters to Financial Analysts (19:05)
Excel Exercise #1: Analyzing IMF GDP Data (5:33)
Answers to Excel Exercise #1: Part 1 of 3 (Answers to Questions 1 through 12) (20:00)
Answers to Excel Exercise #1: Part 2 of 3 (Answers to Questions 13 through 16) (19:46)
Answers to Excel Exercise #1: Part 3 of 3 (Answers to Questions 17 through 20) (18:58)
4. Global Economics & Excel Part 2/4: The World Bank and Inflation
The World Bank as Another Great Data Resource for Financial Analysts (2:26)
Excel Exercise #2: Analyzing World Bank Inflation Data (1:03)
Answers to the Excel Exercise #2 (5:11)
5. 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 (19:17)
Understanding Currency Movements and Monetary Policy (16:56)
Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics (0:45)
Answers to the Excel Exercise #3 (10:40)
6. Global Econ. +Excel Part 4/4: Fiscal Policy, WTO, Monopolies, Bitcoin & More
Fiscal Policy and Economic Stimulation (13:46)
The World Trade Organization as Another Great Resource for Financial Analysts (1:45)
Monopolies & Oligopolies are the Best Investments (2:10)
Quiz on Global Macroeconomics for Financial Analysts
Side Note: Is Bitcoin the Largest Threat to National Monetary Policy Security? (4:00)
7. Foundations & Introducing "Portfolio Management, Investment & Excel Dashboard!"
Finance Foundations Introduction (1:42)
Quick Accounting Review and the Shark Virtual Reality IPO? : ) (3:14)
Attached is Your 7 Step Template for Creating Financials, Models and Valuations! (4:09)
What are Growth and Value Investors and Why this is Important to Your Success (5:13)
What Financial Statements & Valuation Methods Matter Most to Which Analysts? (3:55)
Excel Exercise #4: Formatting the Portfolio Dashboard (1:38)
Answers to Excel Exercise #4: Part 1 of 2 (Answers to Questions 1 through 5) (8:55)
Answers to Excel Exercise #4: Part 2 of 2 (Answers to Questions 5 through 10) (15:06)
8. Investment Banking Part 1: Introduction, Mergers & Acquisitions and the IPO
What is Investment Banking and How Does it Work? (11:47)
Deliverables that Investment Bankers Create (8:35)
The IPO (Initial Public Offering) and the NDR (Non Deal Roadshow) (9:04)
Introduction to Investment Banking Modeling, Mergers & Acquisitions & Valuation (19:09)
Coming up with M&A (Mergers & Acquisitions) Ideas (4:45)
9. Investment Banking Part 2: Getting Hired, Promoted, Pros & Cons and Much More
How to Get Promoted in Investment Banking (7:08)
7 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) Jobs (19:23)
How to "Manage Up" in Investment Banking and Financial Services in General (3:42)
The Pros and Cons of Working in Investment Banking (4:11)
Investment Banking Politics to Be Aware of (3:51)
10. Stock Markets + Portfolio Management: Part 1: Learn by Doing Excel Exercises
Excel Exercise #5: Stock Market Index,Valuation, Earnings+Conditional Formatting (4:06)
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) (20:11)
Answers to Excel Exercise #5: Part 3 of 3 (Answers to Questions 10 through 12) (13:42)
11. Stock Markets + Portfolio Management: Part 2: Learn by Doing Excel Exercises
Exercise #6: Stock Sector Analysis, Risk Management, Data Feeds & Data Analysis (2:00)
Answers to Excel Exercise #6: Part 1 of 4 (Answers to Questions 1 through 6) (17:25)
Answers to Excel Exercise #6: Part 2 of 4 (Answers to Questions 7 through 8) (12:05)
Answers to Excel Exercise #6: Part 3 of 4 (Answer to Question 9) (16:30)
Answers to Excel Exercise #6: Part 4 of 4 (Answer to Question 10) (4:27)
12. Stock Markets + Portfolio Management: Part 3: Learn by Doing Excel Exercises
Exercise #7: Introduction to the INCREDIBLE Yahoo Finance "A.P.I.!" (4:14)
Answers to Excel Exercise #7: Part 1 of 3 (Answers to Questions 1 and 2) (16:22)
Answers to Excel Exercise #7: Part 2 of 3 (Answer to Question 3) (4:08)
Answers to Excel Exercise #7: Part 3 of 3 (Answers to Questions 4 and 5) (5:12)
Side Note: It Shouldn’t Be About $, But Here is What an Analyst Makes (5:16)
13. Stock Markets + Portfolio Management: Part 4: Learn by Doing Excel Exercises
Excel Exercise #8: Introduction: FX Exchange, Spinners, Check-boxes and More! (2:17)
Answers to Excel Exercise #8: Part 1 of 3 (Answers to Questions 1 through 7) (1:58)
Answers to Excel Exercise #8: Part 2 of 3 (Answer to Question 8) (6:32)
Answers to Excel Exercise #8: Part 3 of 3 (Answers to Questions 9 and 10) (4:07)
14. Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 1
Exercise #9: Intro: VLOOKUP for Sector Drivers, Sector and Stock Risk Exposure (1:47)
Answers to Excel Exercise #9: Part 1 of 3 (Answers to Questions 1 and 2) (17:51)
Answers to Excel Exercise #9: Part 2 of 3 (Answers to Questions 3 through 7) (15:47)
Answers to Excel Exercise #9: Part 3 of 3 (Answers to Questions 8 through 10) (5:01)
15. Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 2
Exercise #10: Intro: Beta/Alpha+ More Portfolio/Risk Management Dashboard Topics (3:26)
Answers to Excel Exercise #10: Part 1 of 4 (Answers to Questions 1 through 5) (17:43)
Answers to Excel Exercise #10: Part 2 of 4 (Answers to Questions 6 through 8) (1:40)
Answers to Excel Exercise #10: Part 3 of 4 (Answers to Questions 9 and 10) (20:09)
Answers to Excel Exercise #10: Part 4 of 4 (Answers to Questions 11 through 17) (18:44)
16. "Sell Side" Equity Research Part 1: What is it + How they Research Investments
What is the Sell Side and How Does it Work? (9:01)
The Relationship Between the "Sell Side" and the"Buy Side" (5:27)
Coming Up with Sell Side Research Ratings (6:34)
How to Create a Detailed Investment Research Report (22 Page Template Attached) (9:13)
Earnings Reports (What Are they and How to Write them) (7:58)
How to Pitch Investments Ideas to the Buy Side (to Hedge and Mutual Funds) (2:42)
Modeling for Sell Side Analysts (2:02)
17. "Sell Side" Equity Research Part 2: Getting Promoted, Hired, Politics & More
How to Get Promoted in Sell Side Equity Research (4:00)
7 Things You Must Do to Get Hired as a Financial Analyst in Equity Research (1:52)
How to Manage Up in Equity Research (5:51)
The Pros and Cons of Being an Equity Research Analyst (3:45)
Equity Sell Side Research Politics to Be Aware of (2:20)
A Day in the Life of a Sell Side Analyst (5:01)
18. Surprise Compliance Emergency Lecture (Please take Compliance Very Seriously)
Side Note: Important Compliance Topics (3:20)
Please Be Careful and Always Compliant. Thanks (3:51)
19. Venture Capital Part 1: Introduction, Coming Up with Ideas + Beating Other VCs
Venture Capital Overview (12:09)
How Do You Find GREAT Venture Capital Ideas? (4:05)
Pitching VC Ideas to the Partner You Work For (17:48)
How Do You Win Deals in Venture Capital Over Other Firms? (6:13)
How to Create Financial Models in the Venture Capital Sector (5:43)
20. Venture Capital Part 2: Getting Promoted, Hired, Pros & Cons, Politics in VC etc
How to Get Promoted to Partner at a VC Firm (3:29)
How to Get Hired at a VC Firm (4:05)
How to Manage Up at a VC Firm (2:01)
Venture Capital Pros and Cons (3:40)
Politics at a VC Firm (2:09)
Venture Capital a Day in the Life (5:12)
Side Note: 10 Meetings Best Practices (3:44)
21. "Buy Side" Part 1: Hedge Funds & Short Positions (Opposite of Owning a Stock)
Hedge Funds Introduction & How Does a Short Work (Opposite of Owning a Stock) (9:12)
A Day in the Life of a Hedge Fund Analyst (4:39)
Pros and Cons of Working at a Hedge Fund (2:08)
Other Hedge Fund Strategies (Event Driven, Computer Trading etc.) (4:48)
Side Note: You Need MANY Mentors if You Want a Promotion! (2:39)
22. "Buy Side" Part 2: Mutual Funds (Longer Term Investing, Unlike Most Hedgies)
Mutual Funds Introduction & How Do they Work? (6:09)
A Day in the Life of a Mutual Fund Analyst (2:13)
Pros and Cons of Working at a Mutual Fund (2:56)
23. "Buy Side" Part 3: What is a Buy Side Research Process?
Research Process Introduction (2:37)
8 Step Research Process (7:56)
Completing an Investment Idea Template (5:12)
Differences Between the Research Process at a Hedge Fund and at a Mutual Fun (1:23)
Interviewing Management as Part of the Investment Research Process (8:25)
Quiz on the Investment Research Process
24. "Buy Side" Part 4: Catalysts (Meaning the Reason to Invest as Timing is Crucial)
What is an Investment Catalyst and Why is it Important? (1:10)
Catalysts for Hedge Funds (5:17)
Catalysts for Mutual Funds (4:26)
Quiz on Catalysts
Side Note: More Details on the Quarterly Earnings Call (3:54)
25. "Buy Side" Part 5: Coming Up with Hedge Fund (Shorter-Term) Investment Ideas
Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas. (1:11)
Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes (2:47)
How to Create and Pitch Hedge Fund Long Ideas (4:58)
How to Create and Pitch Hedge Fund Short Ideas + Exercise (6:38)
Hedge Fund Idea Templates (Use these to impress your boss or potential boss)
26. Trading Technical Analysis and Trader (and Other) Financial Analyst Roles
Analyzing Technicals and Stop Losses (14:26)
Introduction to Traders and 9 Other Financial Analyst Roles (2:32)
Salestrader Financial Analyst Role (Part of an Investment Bank) (1:03)
Salestrader Pros and Cons (2:09)
Salestrader Day in the Life (3:26)
Sell Side Trader Financial Analyst Role (Part of an Investment Bank) (5:05)
Sell Side Trader Pros and Cons (1:45)
Sell Side Trader Day in the Life (3:12)
Buy Side Trader (@ a Hedge Fund or Mutual Fund) Financial Analyst Role Overview (2:02)
Buy Side Trader Pros and Cons (2:43)
Buy Side Trader Day in the Life (4:02)
27. "Buy Side" Part 6: Coming Up with Mutual Fund (Longer Term) Investment Ideas
Introduction to Coming Up with Mutual Fund Long (Buy) Ideas. (1:24)
How to Create and Pitch Mutual Fund Long (Buy) Ideas (10:31)
Long Only Mutual Fund Template (Use this to Impress your Boss/Potential Boss)
28. "Buy Side" Part 7: Buy Side Interview
Getting Hired as a Mutual Fund Analyst: 9 GREAT Strategies (5:45)
Getting Hired as a Hedge Fund Analyst (9:47)
29. "Buy Side" Part 8: Keeping Your Boss (Portfolio Manager) Happy @ a Hedge Fund
How to Manage Up (Yep - Your Boss Who is the Portfolio Manager) (3:35)
Politics in Hedge Funds to Be Aware of (3:33)
30. "Buy Side" Part 9: Keeping Your Boss (Portfolio Manager) Happy at a Mutual Fund
How to Manage Up (Yep - Your Boss Who is the Portfolio Manager) (3:28)
Politics in Mutual Funds to Be Aware of (1:54)
31. "Buy Side" Part 10: Beta & Getting Promoted from Analyst to Port. M. @Hedge fund
What is the Role of a Hedge Fund Portfolio Manager? (15:01)
How to Get Promoted from Analyst to Portfolio Manager Part 1 of 2 (1:54)
How to Get Promoted from Analyst to Portfolio Manager Part 2 of 2 (14:17)
32. "Buy Side" Part 11: Getting Promoted from Analyst to PM @ Mutual Fund
What is the Role of a Mutual Fund Portfolio Manager? (4:52)
How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund (5:56)
33. Equity Sales Financial Analyst Role (Part of an Investment Bank)
Equity Sales Overview (2:17)
Equity Sales Pros and Cons (2:53)
Equity Sales Day in the Life (5:50)
34. Equity Capital Markets (ECM) Financial Analyst Role (Part of an Investment Bank)
Equity Capital Markets (ECM) Overview (1:06)
Equity Capital Markets (ECM) Pros and Cons (1:58)
Equity Capital Markets (ECM) Day in the Life (5:08)
35. Computer / Artificial Intelligence Financial Analyst Role
Computer / Artificial Intelligence Overview (1:10)
Computer / Artificial Intelligence Pros and Cons (3:30)
Computer / Artificial Intelligence Day in the Life (4:11)
36. Private Equity Financial Analyst Role
Private Equity Overview (1:35)
Private Equity Day in the Life (3:43)
Private Equity Pros and Cons....AND A SURPRISE! (3:02)
37. Private Wealth Management
Private Wealth Management Overview (3:43)
Private Wealth Management Pros and Cons (1:37)
Private Wealth Management Day in the Life (0:46)
38. Large Non-Finance Company Financial Analyst Role
Financial Analyst at a Large Non Finance Company Overview (1:20)
Financial Analyst at a Large Non Finance Company Pros and Cons (1:20)
Financial Analyst at a Large Non Finance Company Day in the Life (2:29)
39. Introduction to Creating Financials, Modeling and Valuing Companies
Introducing Your "7 Step Financial Statement + Modeling + Valuation Template" (6:52)
Step 1: Financial Modeling Best Practices (5:23)
40. Forecasting Revenue and Case Study #1: Projecting Shark VR’s Revenue
Step 2: Forecasting Revenue (How to Use the Step 2 Excel Tab) (17:14)
Case Study #1: Helping Shark Virtual Reality with Revenue Modeling (12:34)
Answers to Case Study #1: Helping Shark Virtual Reality with Revenue Modeling (14:08)
41. Intro to the Income Statement & Case #2: Making Shark VR’s Income Statement
Why is the Income Statement Important & How Can It Help You Achieve Your Goals (3:11)
Income Statement Explanation (3:58)
Income Statement Example and Analysis (8:47)
Step 3: Income Statement (How to Use the Step 3 Excel Tab) (20:51)
Case Study #2: Helping Shark Virtual Reality with the Income Statement (5:14)
Answers to Case Study #2: Helping Shark Virtual Reality with Revenue Modeling (12:19)
42. Intro to the Balance Sheet & Case #3: Making Shark VR’s Balance Sheet
Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals (1:12)
Balance Sheet Explanation (2:04)
Balance Sheet Example and Analysis (8:39)
Step 4: Balance Sheet (How to Use the Step 4 Excel Tab) (7:42)
Case Study #3: Helping Shark Virtual Reality with the Balance Sheet (3:08)
Answer to Case Study #3: Helping Shark Virtual Reality with the Balance Sheet (6:31)
43. Intro to the Cash Flow Statement & Case #4: Making Shark VR’s CF Statement
Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals (1:54)
Cash Flow Statement Explanation (2:07)
Cash Flow Statement Example and Analysis (6:33)
Step 5: Cash Flow Statement (How to Use the Step 5 Excel Tab) (9:04)
Case Study #4: Helping Shark Virtual Reality with the Cash Flow Statement (1:40)
Answer to Case Study #4: Helping Shark VR with the Cash Flow Statement (1:55)
Financial Statement Analysis Conclusion (How All 3 Statements Are Related) (2:19)
44. Financial Model Data Sources and Financial Models
Why is Financial Modeling Important & How Can It Help You Achieve Your Goals (2:15)
You Already Know How to Model! : ) (1:23)
Model Data Source #1 of 3: SEC.gov (7:21)
Model Data Source #2 of 3: Investor Relations (Also Called "I.R.") (11:11)
Model Data Source #3 of 3: Yahoo Finance (5:25)
45. The IPO of Shark Virtual Reality Part 1 (Case #5 Modeling Shark VR)
THIS IS THE BIG ONE!!!!!! WOOOHOOO!!!!! (1:32)
Case Study #5: The S-1 for Shark Virtual Reality (1:21)
Answer to Case Study #5: The S-1 for Shark Virtual Reality (4:13)
46. Intro to Valuation (for All Types of Investors, including Growth & Value I
Introduction to Valuation (1:16)
More Detail on Growth Versus Value and P/E + P/R + DCF Overview (5:14)
Exercise: Valuation Best Practices Quiz
47. Valuation Using DCF & Case #6: Valuing Shark VR Using DCF
What is DCF, Why is it Important and How Does it Work? (6:18)
Calculating the Terminal Value (2:43)
Calculating the Weighted Average Cost of Capital (WACC) (6:16)
DCF Example (7:45)
Step 6: DCF Valuation (How to Use the Step 6 Excel Tab) (17:08)
Case Study #6: Valuation Using DCF for Shark Virtual Reality (0:24)
Answer to Case Study #6: Valuation Using DCF for Shark Virtual Reality (2:42)
48. Valuation Using Price/Revenue (P/R) & Case #7: Valuing Shark VR Using P/R
What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio? (2:00)
What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio? (1:44)
Price to Revenue Example (8:33)
Step 7: Other Valuations (How to Use the Step 7 Excel Tab) (3:06)
Case Study #7: Valuation Using P/R for Shark Virtual Reality (1:39)
Answer to Case Study #7: Valuation Using P/R for Shark Virtual Reality (1:39)
49. Valuation Using P/E, Other Ways to Value Firms & Case #8: Valuing S
Introduction to P/E and Why it Matters (2:46)
Case Study #8: Valuation Using P/E for Shark Virtual Reality (1:10)
Answer to Case Study #8: Valuation Using P/E for Shark Virtual Reality (1:04)
Additional Valuation Methodologies (1:44)
50. The IPO of Shark Virtual Reality Part 2: Valuing Shark VR & HOW DID THE DEAL DO?
Discussing of the Shark Virtual Reality IPO (Continues in the Next Lecture) (14:50)
...Additional Shark VR IPO Discussion and Who is this "Shark?" (9:21)
51. How Hedge Funds & Mutual Funds Model and Value Shark VR (Case #9 and #10)
How Hedge Funds Create Financial Models and Target Prices (0:58)
Case Study #9: Hedge Fund Valuation and Modeling of Shark Virtual Reality (1:12)
Answer to Case Study #9: Hedge Fund Valuation and Modeling of Shark VR (1:34)
How Mutual Funds Create Financial Models and Target Prices (2:50)
Case Study #10: Mutual Fund Valuation and Modeling of Shark VR (1:17)
Answer to Case Study #10: Mutual Fund Valuation and Modeling of Shark VR (1:25)
52. Ethics & Compliance (Stay Out of Jail)
Compliance is CRUCIAL for all Financial Analysts (10:41)
53. HOSTILE TAKEOVER ALERT & Course Conclusion!!! Wow...
WOW WHAT A FINISH! Putting it all Together! (5:49)
Next Steps and CONGRATULATIONS!
Politics in Hedge Funds to Be Aware of
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