Certificate in Finance & Accounting

Welcome to the Certificate in Finance and Accounting course. By the end of this course, you will be armed with many tools and frameworks, so that you understand how accounting and finance works from scratch. Upon completion of the course, students receive a Certificate in Finance and Accounting.

Here are some of the many topics covered in this course:

·You will learn how to analyze public and private companies based on my work experience working at Goldman Sachs, hedge fund Citadel and based on my work experience in venture capital, companies I have started and based on my MBA in finance from Columbia University.

·You will learn how to forecast financial statements for public and private companies.

·You will learn how to create and manage a diversified investment portfolio like professional investors do.

·You will learn how to invest in stocks (long and short), bonds, commodities, real estate and even basic and advanced options.

·You will learn how to use my VFT framework, meaning valuation, fundamental, and technical analysis to make better long-term investment decisions.

Regardless of whether it's your own money, your clients' money, or corporate or government portfolios, this masterclass is so comprehensive and enjoyable, you can go from being financially illiterate to a savvy professional investor in practically no time at all with the methods that you'll learn to use in these easy to apply lessons.

In this comprehensive course I provide you with many downloadable frameworks that I built for you, so you can enjoy finance and accounting topics and analyze any company or build financial statements from scratch or do personal budgeting, et cetera, and so much more.

Course Structure and Downloadable Workbooks & Many Finance and Accounting Templates:

This 69 hour masterclass consists of four semesters of classes. In each semester, we have classes broken up into two or three topics and in all classes, attached you'll find a workbook in 3 different file formats that contain many frameworks and tools that you can use in order to take your finance or accounting skills to the next level!

The workbooks are in Google Docs format, another is in PDF format and another in Microsoft Word format, and all three have the exact same contents; please choose what workbook format works best for you, meaning Google Docs, Microsoft Word, or PDF. The workbooks contain links to many frameworks I created for you that you can download as well as optional resources and so much more.

The course is designed so that you can take it on a desktop, a laptop, a tablet, or even your cell phone - meaning an Android device, or an iOS device as well.

Here is an outline of what we cover in all 4 semesters in this comprehensive course:

Semester 1 of 4:

Class One

Topic 1: How Can We Build a Sales Focused Corporate Culture?

Topic 2: How Do CFOs & Heads of Sales Executives Quantify & forecast Sales?

Topic 3: How Can We Architect a More Advanced Excel Sales Dashboard (Without Coding)?

Class Two

Topic 1: Introduction to Accounting and Finance

Topic 2: New Introduction to The Balance Sheet

Topic 3: Creating Apple’s Balance Sheet

Class Three

Topic 1: Introduction to The Income Statement

Topic 2: The Relationship Between The Income Statement & The Balance Sheet

Topic 3: Creating Apple’s Income Statement

Class Four

Topic 1: How to Think Like a Bank Does

Topic 2: Introduction to The Cash Flow Statement

Topic 3: Creating Cowbell's Cashflow Statement

Class Five

Topic 1: Introduction to Investment Banking, The Initial Public Offering (IPO) and Mergers and Acquisitions (M&A)

Topic 2: The Anatomy of An IPO, The S-1 and The IPO Roadshow + The Anatomy of M&A Part 2

Topic 3: Investor Relations, 8-K, 10-Q, 10-K & The Earnings Call

Class Six

Topic 1: Introduction to The Sell Side, Trading Floors & Trading

Topic 2: Introduction to The V/F/T Investment Research Framework

Topic 3: How Does Technical Analysis Work?

Class Seven

Topic 1: Introduction to The Buy Side, Mutual Funds, Hedge Funds, Venture Capital and Private Equity Firms

Topic 2: Introduction to Valuation

Topic 3: P/E, P/B, P/R, Discounted Cash Flow (DCF) & EBITDA Multiples

Class Eight

Topic 1: Introduction to Financial Modeling (Predicting The Future & Being Comfortable With Uncertainty)

Topic 2: Synergies, Accretion & Dilution

Topic 3: Creating Our First Basic Financial Model & Target Price

Class Nine

Topic 1: Intro to Advanced Modeling & Valuation + 25 Best Practices for Modeling & Valuing Companies

Topic 2: Advanced Modeling of Financial Statements

Topic 3: Advanced Valuation

Class Ten

Topic 1: How to Come Up with Investment Ideas (Top Down Versus Bottoms Up Research)

Topic 2: My 8-Step Research Process

Topic 3: Using The VF and/or VFT Frameworks to Pick Investments

Class Eleven

Topic 1: Creating Value Investor Icon Warren Buffett’s Portfolio

Topic 2: Creating Growth Investor Icon William O’Neil’s Portfolio

Topic 3: ETFs, Bonds, REITs, Commodities

Semester 2 of 4

Class One

Topics 1-3: Saving [More] Money and Making Your Money Work for You

Class Two

Topic 1: Review of a Company’s Income Statement and Why It Is Similar to Our Own Income Statement

Topic 2: Save by Calculating Where Your Cash Is Going and Creating Your Current Income Statement

Topic 3: Creating Your New and Improved Income Statement

Class Three

Topic 1: Analyzing Your Personal Income Statement

Topic 2: Changing Your Perception of Money

Class Four

Topic 1: Analyzing Your B.S. (Balance Sheet) and Income Statement with Fun Math

Topic 2: Hiring a Financial Advisor and Or an Accountant to Help You with Your Money

Topic 3: Advanced Array Data Analysis and formula Construction

Class Five

Topic 1: Tax Strategies to Save You Money

Topic 2: Introduction to Tax forms and Filing Personal and Corporate Taxes

Topic 3: An Organized Paper Based Filing System for Managing Your Money

Class Six

Topic 1: Websites & Apps to Help You Track and Manage Your Personal Expenses

Topic 2: Investment Research Analysis on Intuit & Case Study of The Doj Blocking of Microsoft’s Hostile Acquisition of Intuit

Topic 3: Using Quicken Offline (Works In All Countries) With Our Filing System

Class Seven

Topic 1: Creating a Budget

Topic 2: Is Your $ Safe? Are Your Getting Ripped Off on Fees? Should You Switch Banks?

Topic 3: Wills, Trusts and Credit Scores

Class Eight

Topic 1: Introduction to Insurance

Topic 2: Identity Theft and Your Finances

Topic 3: Credit Cards, Loans and Leases

Class Nine

Topic 1: Profiles of Successful Wealthy People & How They Protect and Manage Their Money

Topic 2: Characteristics of Billionaires I Have Worked for

Topic 3: Why Is Warren Buffett So Successful?

Semester 3 of 4

Class One

Topic 1: Make More Money by Learning How to Avoid Paying High Investment Fees

Topic 2: Make More Money by Investing In

Topic 3: Data Analysis of ETFs Using Pivot Tables

Class Two

Topic 1: Introduction to Portfolio Management, Risk Management, Fixed Income and Yield Curves

Topic 2: Introduction to Your Excel Based Investment Portfolio Management System

Topic 3: Portfolio & Risk Management, Stock, Bond, Commodities, REITs & Diversification Exercises

Semester 4 of 4

Class One

Topic 1: Understanding The Power of The Time Value of Money & Your Money Work for You

Topics 2 and 3: Saving More Strategies

Class Two

Topic 1: Financial Research on Competition’s Valuation & Margins, Historical Growth)

Topic 2: Financial Research on Revenue forecast, Income Statement, Balance Sheet & Seasonality

Topic 3: Financial Research on Deferred Rev., P/E + P/R + DCF, Accounting Red Flags & Technicals)

Class Three

Topic 1: Building Your 100-150 Page Comprehensive Microsoft Word Research Report, Which Includes All 100 Steps

Topic 2: Building Your 1 Page Pdf Or Excel Research Report, Which Includes Highlights From All 100 Steps

Topic 3: Optional Topic Advanced Microsoft Excel Tips on How I Made The Spreadsheet

Class Four

Topic 1: Options and Stock Volatility, The Vix and More Steps

Topic 2: Valuation and Analysis of Options

Topic 3: 35+ Option Strategies

Get the confidence and tools you need to take your accounting and finance and investing career to the next level and join me in this comprehensive and fun course! : ) .

Thanks,
Chris Haroun