Learning Outcomes
- 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.
- 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).
Pre Requisites
- Anyone can take this course (no prior knowledge of finance or Excel is required)! I recommend having the latest version of Excel if you want to complete all of the Excel exercises (the Windows and Mac versions of Excel both work with all downloadable files in this course).
Target students-
- Anyone that wants to be a financial analyst at any type of finance firm for any type of finance role (including investment banking, venture capital, equity research, hedge funds, mutual funds, trading, private equity, equity capital markets, private wealth management and many other roles.
- Anyone interested in becoming a better investor, stock picker, portfolio manager, analyst and much more.
Course Features
- Lectures 4
- Quizzes 0
- Duration 4 hours
- Skill level All levels
- Language English
- Students 216
- Assessments Yes