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The Complete Financial Analyst Training & Investing Course

Learn the Secrets to Succeeding as a Financial Analyst & Investor from an Award-Winning Professor & Venture Capitalist

By Chris Haroun | in Online Courses

Welcome to The Complete Financial Analyst Training and Investing Course by the award-winning professor, Columbia MBA graduate, hedge fund founder, venture capitalist, and TEDx Talk speaker, Chris Haroun. This is the most thorough financial analyst course available anywhere on the web and was designed specifically to prepare you to be competitive in the finance industry. Chris Haroun went through the Goldman Sachs financial analyst training program as well as the new hire training programs of other top finance companies—and brings all this knowledge straight to your screen. Do you have what it takes to complete this 22+ hour comprehensive finance training program? We'll see you on the other side.

16,116 positive ratings from 160,962 students enrolled

  • Access 228 lectures & 22 hours of content 24/7
  • Become an expert in Excel for financial analysts
  • Learn how an IPO works
  • Learn how to manage a portfolio
  • Start building financial models
  • Learn how to get hired & promoted as a financial analyst
  • Understand how risk management works
  • Study technical analysis
  • Learn how to value companies
  • Study how Monetary Policy & Fiscal Policy works
  • Understand how interest rates are changed
  • Study how to pitch long & short ideas to portfolio managers
  • Find great venture capital investment ideas

"If you want to learn Finance and Accounting from a solidified expert and not some random wannabe, I fully encourage and recommend enrolling for this course." – Andrew Puscas

Chris Haroun | Award Winning MBA Professor, Venture Capitalist and Author

4.4/5 Instructor Rating: ★ ★ ★ ★

Chris is a top online business teacher and the author of the top online business course An Entire MBA in 1 Course, which has been purchased by more than 135,000 students in 11 languages in 196 countries. Chris is also the author of the book 101 Crucial Lessons They Don't Teach You in Business School, which Business Insider wrote is "the most popular book of 2016 according to Business Insider readers." In 2015 Forbes called this book "1 of 6 books that all entrepreneurs must read right now." Chris is also the founder and CEO of Haroun Education Ventures.

According to Business Insider "Haroun is one of the highest-rated professors on Udemy, so you can expect to be in good hands through the course of your education."

804,557 Total Students
109,922 Reviews

Important Details

  • Length of time users can access this course: lifetime
  • Access options: web & mobile streaming
  • Certification of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: beginner

Requirements

  • Latest version of Excel (NOT included)

Course Outline

  • Your First Program

    1. Course Introduction & How to Take this Course
    • Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets - 1:18
    • Introduction and How to Take this Course - 14:22
    • 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
    1. 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
    1. 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) - 19:59
    • 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
    1. 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
    1. 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
    1. 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
    1. 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? - 3:54
    • 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
    1. 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
    1. 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 - 4:10
    • Investment Banking Politics to Be Aware of - 3:50
    1. 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) - 18:49
    • 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
    1. 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) - 17:24
    • 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
    1. 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
    1. 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
    1. 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
    1. 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
    1. "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) - 9:12
    • 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) - 2:41
    • Modeling for Sell Side Analysts - 2:02
    1. "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 - 1:51
    • 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 - 5:00
    1. 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
    1. 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
    1. 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 - 5:11
    • Side Note: 10 Meetings Best Practices - 3:44
    1. "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
    1. "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
    1. "Buy Side" Part 3: What is a Buy Side Research Process?
    • Research Process Introduction - 2:37
    • 8 Step Research Process - 7:55
    • 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 - 8:24
    • Quiz on the Investment Research Process
    1. "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
    1. "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. - 1:10
    • 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)
    1. 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 - 1:44
    • 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
    1. "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)
    1. "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
    1. "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
    1. "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) - 3:27
    • Politics in Mutual Funds to Be Aware of - 1:53
    1. "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 - 1:53
    • How to Get Promoted from Analyst to Portfolio Manager Part 2 of 2 - 14:17
    1. "Buy Side" Part 11: Getting Promoted from Analyst to PM @ Mutual Fund
    • What is the Role of a Mutual Fund Portfolio Manager? - 4:51
    • How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund - 5:55
    1. Equity Sales Financial Analyst Role (Part of an Investment Bank)
    • Equity Sales Overview - 2:16
    • Equity Sales Pros and Cons - 2:53
    • Equity Sales Day in the Life - 5:50
    1. Equity Capital Markets (ECM) Financial Analyst Role (Part of an Investment Bank)
    • Equity Capital Markets (ECM) Overview - 1:05
    • Equity Capital Markets (ECM) Pros and Cons - 1:58
    • Equity Capital Markets (ECM) Day in the Life - 5:07
    1. Computer / Artificial Intelligence Financial Analyst Role
    • Computer / Artificial Intelligence Overview - 1:10
    • Computer / Artificial Intelligence Pros and Cons - 3:29
    • Computer / Artificial Intelligence Day in the Life - 4:11
    1. Private Equity Financial Analyst Role
    • Private Equity Overview - 1:34
    • Private Equity Day in the Life - 3:42
    • Private Equity Pros and Cons....AND A SURPRISE! - 3:02
    1. Private Wealth Management
    • Private Wealth Management Overview - 3:42
    • Private Wealth Management Pros and Cons - 3:02
    • Private Wealth Management Day in the Life - 2:42
    1. Large Non-Finance Company Financial Analyst Role
    • Financial Analyst at a Large Non Finance Company Overview - 1:19
    • Financial Analyst at a Large Non Finance Company Pros and Cons - 1:19
    • Financial Analyst at a Large Non Finance Company Day in the Life - 2:29
    1. 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
    1. 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 - 14:07
    1. 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 - 3:10
    • Income Statement Explanation - 3:57
    • Income Statement Example and Analysis - 8:46
    • Step 3: Income Statement (How to Use the Step 3 Excel Tab) - 20:50
    • 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
    1. 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
    1. 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 - 1:53
    • 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) - 9:03
    • Case Study #4: Helping Shark Virtual Reality with the Cash Flow Statement - 1:39
    • 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) - 2:18
    1. 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
    1. The IPO of Shark Virtual Reality Part 1 (Case #5 Modeling Shark VR)
    • THIS IS THE BIG ONE!!!!!! WOOOHOOO!!!!! - 1:31
    • Case Study #5: The S-1 for Shark Virtual Reality - 1:21
    • Answer to Case Study #5: The S-1 for Shark Virtual Reality - 4:12
    1. 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 - 5:13
    • Exercise: Valuation Best Practices Quiz
    1. Valuation Using DCF & Case #6: Valuing Shark VR Using DCF
    • What is DCF, Why is it Important and How Does it Work? - 6:17
    • Calculating the Terminal Value - 2:42
    • 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 - 2:41
    1. 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? - 1:59
    • 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
    1. 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
    1. 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) - 14:49
    • ...Additional Shark VR IPO Discussion and Who is this "Shark?" - 9:21
    1. How Hedge Funds & Mutual Funds Model and Value Shark VR (Case #9 and #10)
    • How Hedge Funds Create Financial Models and Target Prices - 0:57
    • 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 - 2:49
    • 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
    1. Ethics & Compliance (Stay Out of Jail)
    • Compliance is CRUCIAL for all Financial Analysts - 10:41
    1. HOSTILE TAKEOVER ALERT & Course Conclusion!!! Wow...
    • WOW WHAT A FINISH! Putting it all Together! - 5:48
    • Introducing Our NEW MBA Degree Program - 2:44

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Lessons
17

You Won't Get Rich in the Stock Market

The Complete, Proven, Step-by-Step Course to Help You Rise from Novice to a Confident Investor

By Andrew Stotz | in Online Courses

Dr. Andrew Stotz, CFA is the former #1 stock market analyst in Thailand 2008-09 and is the former President of CFA Society Thailand. In this course, the 12 principles you will learn more about are the same principles Andrew used to guide his five nieces to start investing on their own at the age of 18. These are also the same principles that have allowed his 81-year-old mother (and late father) to live financially independent in their retirement.

4.3/5 stars from 2,189 students enrolled: ★ ★ ★ ★

  • Access 17 lectures & 2 hours of content 24/7
  • Create a safe, responsible, long-term plan to reach financial independence
  • Know the specific amount of wealth you need to secure your financial future
  • Learn how to open a brokerage account, how to choose stock & bond ETFs, and the decision-making process behind this
  • Take active steps to make your money work for you instead of the other way around
  • Make consistent monthly contributions to a portfolio of stocks and bonds to build wealth w/ minimal effort

"Dr. Andrew Stotz is providing us in this course with highly valuable information and principles in the financial world. These are the fundamentals everyone needs to understand." – Lothar Markert

Dr. Andrew Stotz, CFA | Award-Winning Analyst, investing Expert, Public Speaker

4.3/5 Instructor Rating: ★ ★ ★ ★

​Dr. Andrew Stotz, CFA, co-founded CoffeeWORKS, Thailand’s leading B2B specialty coffee roaster, and served as president of CFA Society Thailand. Andrew now runs A. Stotz Investment Research, which provides research and research tools for institutions and high-net-worth investors; as well, they help CEOs make their companies financially world-class.

Andrew created the Valuation Master Class, the world’s #1 online practical valuation course. He is the host of My Worst Investment Ever podcast, the #1 risk-management podcast that helps future generations reduce their investment risks by learning through the stories of others.

8,174 Total Students
170 Reviews

Important Details

  • Length of time users can access this course: lifetime
  • Access options: web & mobile streaming
  • Certification of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: beginner

Requirements

  • Any device with basic specifications

Course Outline

  • Let's do this!
    • Introduction to the Build Your Wealth Membership Group - 1:35
  • Module 1: Learn the foundation
    • L01 Introduction - 1:02
    • L02 Create a written financial plan and follow it - 8:50
    • L03 Simplicity beats complexity; keep it simple - 11:07
    • L04 Start early; time really is money! - 12:36
    • L05 Be realistic about stock market returns - 17:46
    • L06 Wrap up & next steps - 0:17
  • Module 2: Strengthen your foundation
    • L01 Introduction - 1:04
    • L02 Do it yourself; pros don’t always work for you - 11:33
    • L03 Youthful mistakes hurt more than you think - 11:26
    • L04 Start building wealth through savings - 7:07
    • L05 Keep financial costs as low as possible - 8:55
    • L06 Diversify to reduce risk of loss - 10:06
    • L07 A mix of stocks and bonds is vital - 16:28
    • L08 Do not trade too much - 9:27
    • L09 Cool heads win in the end - 12:21
    • L10 Wrap up & next steps - 0:41

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21

KPIs & Financial Metrics for Financial Analysts

Learn KPIs with Real-Life Examples: GutBuddy Yogurt, Inc & SpaBooker, Inc

By Bill Hanna | in Online Courses

Key Performance Indicators (KPIs) are simple yet powerful tools to measure the health of any business. In this course, you will learn the best practices on setting KPIs and a step-by-step design of a KPI Dashboard. You'll learn how to interpret and speak about commonly used KPIs that are used by the most successful financial analysts. This course will go through 2 different businesses: ) GutBuddy Yogurt Inc. and SpaBooker Inc. to help you learn KPIs around sales, take rate, customer acquisition cost, and more.

4.3/5 stars from 2,478 students enrolled: ★ ★ ★ ★

  • Access 21 lectures & 1 hour of content 24/7
  • Learn KPIs by diving deep into 2 different businesses: a yogurt manufacturer & an online marketplace
  • Know the factors that drive each KPI & business recommendations to improve them
  • Tell KPIs like a story & not just a ratio
  • Create a KPI Dashboard to measure company's success

"I love how Bill presented KPIs in such easy language that anyone can understand. I especially liked how he provided guidance on what businesses can do to operate more profitably." – Max Alexander

Bill Hanna | CPA & Controller

4.3/5 Instructor Rating: ★ ★ ★ ★

2,478 Total Students

Bill Hanna is a CPA and controller of a tech startup in New York City and has a wide range of experiences ranging from public/corporate accounting to financial planning & analysis over the past 12 years.

He started out in public accounting at PricewaterhouseCoopers and later branched out into the private industry. He's worked in manufacturing, online advertising, and technology sectors in the span of 12 years.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: web & mobile streaming
  • Certification of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: beginner

Requirements

  • Any device with basic specifications

Course Outline

  • Gutbuddy Inc - KPIs for a food manufacturing business
    • Meet Gutbuddy Yogurt! - 2:20
    • Let's design the KPIs - 2:10
    • KPI Revenue Growth YoY - 3:14
    • KPI - Same Store Sales - 3:31
    • KPI - Gross Margin - 3:34
    • KPI - Gross Margin Per SKU - 4:08
  • Balance Sheet KPIs
    • Intro to Balance Sheet KPIs - 2:06
    • KPI - DSO Days Sales Outstanding - 3:25
    • KPI - DPO Days Payable Outstanding - 2:47
    • GutBuddy Yogurt KPI ScoreCard - 1:22
  • Meet SpaBooker - Online Marketplace KPIs
    • Meet SpaBooker! - 2:59
    • SpaBooker Financial Drivers - 3:22
    • KPI - Growth in Spa Inventory YoY - 4:20
    • KPI - Gross Booking Value - 2:06
    • KPI - Average Spend Per User - 2:20
    • KPI - Take Rate - 3:16
    • KPI - CAC Customer Acquisition Cost - 2:41
    • SpaBooker KPI ScoreCard - 1:34
  • Recap - Summary of GutBuddy KPIs
    • GutBuddy Yogurt KPI Recap - Part A - 5:43
    • GutBuddy Yogurt KPI Recap - Part B - 5:39
    • GutBuddy Yogurt KPI Recap - Part C - 6:07

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Lessons
21

Investing 102: Stock Markets & Index Funds - Learn to Invest

Master the Game of Investment & Bag More Profits Instead of Losing Stocks

By BrainyMoney | in Online Courses

You should only invest what you can lose. Never invest money you will need. Why? Because the stock market is volatile and unpredictable. This course provides all the information you need to buy a diversified portfolio in the real world. You will learn the investing vernacular, buy a diversified portfolio, and buy a stock or index fund using Betterment. This is for students who are beginners in the stock market and need a strong foundation.

  • Access 21 lectures & 1 hour of content 24/7
  • Learn the investing vernacular
  • Prep to buy a diversified portfolio
  • Buy a stock or index fun using Betterment
Note: The information contained in this class is not intended to and does not provide legal, tax, or investment advice. It is provided for informational and educational use only. Please consult a qualified professional for consideration of your specific situation.

BrainyMoney | Personal Finance Made Easy!

4.4/5 Instructor Rating: ★ ★ ★ ★
59,888 Total Students
5,729 Reviews

Personal Finance is easy. It takes 2 hours to learn. The hard part is staying motivated. BrainyMoney builds the best personal finance courses, causes no unnecessary harm, uses business to inspire and implements solutions to improve financial lives of people.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: web & mobile streaming
  • Certification of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: beginner

Requirements

  • Any device with basic specifications

Course Outline

  • Investing 102
    • INVT101 01 - Stock Markets Intro - 3:21
    • INVT101 02 - Objectives - 1:01
    • INVT101 03 - Defining Shares - 2:05
    • INVT101 04 - Dividends - 1:38
    • INVT101 05 - Stock Price Movement - 3:06
    • INVT101 06 - Where do Stocks Come From - 1:58
    • INVT101 07 - Market Capitalization - 1:27
    • INVT101 08 - Index Funds - 1:41
    • INVT101 09 - What is Investing - 2:38
    • INVT101 10 - Power of Compounding Interest - 5:41
    • INVT101 11 - Non-Compounding Interest - 4:08
    • INVT101 12 - Compounding Interest Recap - 1:39
    • INVT101 13 - Power of Starting Early - 6:24
    • INVT101 14 - Investing Goals and Risk Tolerance - 5:30
    • INVT101 15 - Warren Buffet Advice - 4:02
    • INVT101 16 - Before Investing - 1:57
    • INVT101 17 - Betterment Intro - 1:50
    • INVT101 18 - Betterment Walk Through - 6:26
    • INVT101 19 - Betterment Conclusion - 2:06
    • INVT101 20 - Stock Markets Outro - 2:02
    • Stock Markets Outro - 2:02

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17

Accounting in Only ONE Hour: Learn All 3 Financial Statements

Learn the Basics of Accounting — From Equations to Actual Balance Sheets

By BrainyMoney | in Online Courses

Do you want to learn the basics of accounting incredibly quickly? Do you want a professor that works the problems with you? Do you want an interactive and fun course? If yes, then this is the course for you. With this class, you'll learn the basics of accounting and you can complete it in only one hour! You will work on the provided handouts like you are sitting in the classroom. This is a proven technique that will help you absorb accounting concepts in a jiff.

2,393 positive reviews from 26,392 students enrolled

  • Access 17 lectures & 1 hour of content 24/7
  • Understand the basics of accounting
  • Create a simplified Balance Sheet
  • Know the difference between a debit & a credit
  • Calculate the net income of a business

"Quick, simple and easy to understand — I would like finance to be always like that. I really like this course as it makes a great recap of the knowledge I have. I can really recommend it." – Robert Michalak

BrainyMoney | Personal Finance Made Easy!

4.4/5 Instructor Rating: ★ ★ ★ ★
59,888 Total Students
5,729 Reviews

Personal Finance is easy. It takes 2 hours to learn. The hard part is staying motivated. BrainyMoney builds the best personal finance courses, causes no unnecessary harm, uses business to inspire and implements solutions to improve financial lives of people.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: web & mobile streaming
  • Certification of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: beginner

Requirements

  • Any device with basic specifications

Course Outline

  • Accounting 101
    • Course Manual - 1:20
    • Intro With Headshot_2 - 2:49
    • Lecture_01 - 3:09
    • Lecture_02 - 3:03
    • Lecture_03 - 1:29
    • Lecture_04 - 2:00
    • Lecture_05 - 7:11
    • Lecture_06 - 5:33
    • Lecture_07 - 3:07
    • Lecture_08 - 3:06
    • Lecture_09 - 2:39
    • Lecture_10 - 2:09
    • Lecture_11 - 2:32
    • Lecture_12 - 4:16
    • Lecture_14 - 2:26
    • Lecture_15 - 4:30
    • Lecture15Final - 2:17

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Content
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Lessons
42

The Core Four of Personal Finance

Survive the 2020 Global Recession by Effectively Managing Your Finances

By BrainyMoney | in Online Courses

The financial techniques of personal finance are easy to understand. This is not rocket science and the foundation of personal finance is easy to understand. This class teaches you about the core four tenants of personal finance to get your money under control and you staying motivated. With the start of a global recession early February 2020, an entire section in this course is dedicated om how to prepare and work your way through a recession.

1,5478 positive ratings from 19,048 students enrolled

  • Access 42 lectures & 1 hour of content 24/7
  • Identify the four pillars of personal finance
  • Earn more money & reduce expenses
  • Know the best monthly budgeting tool
  • Learn about the basics of recession & how to live through it

"The course contains a great wealth of information on personal finance and the guy delivered it really well. I would recommend this course to others as well." – Mohammad Ajlal Alvi

BrainyMoney | Personal Finance Made Easy!

4.4/5 Instructor Rating: ★ ★ ★ ★
59,888 Total Students
5,729 Reviews

Personal Finance is easy. It takes 2 hours to learn. The hard part is staying motivated. BrainyMoney builds the best personal finance courses, causes no unnecessary harm, uses business to inspire and implements solutions to improve financial lives of people.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: web & mobile streaming
  • Certification of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: beginner

Requirements

  • Any device with basic specifications

Course Outline

  • Introduction to Personal Finance
    • 01 - Intro to the Class - 3:41
    • 02 - The Material is Easy - 1:19
    • 03 - About Son Han, Your Coach - 2:44
    • 04 - Purpose of the Course - 0:55
    • 05 - Benefits of Taking the Course - 0:44
    • 06 - Why Personal Finance Matters - 1:07
    • 07 - This is PERSONAL - 1:13
  • Net Worth Explained
    • 08 - Live Below Your Means - 0:53
    • 10 - High Net Worth - 2:03
    • 09 - What Does Being Rich Mean - 1:29
    • 11 - Net Worth is the Most Important Number - 1:44
    • 12 - Focus on Your Net Worth - 2:00
    • 13 - Capital Base Jenga Blocks - 0:57
    • 14 -Net Worth Explaniedv2 - 1:20
    • 15 -Negative Net Worth - 1:01
    • 16 -High and Low Net Worth - 0:48
  • The Core Four
    • 17 - Intro to The Core Four - 2:08
    • 18 - Financing vs. Owning - 2:59
    • 19 - How People Buy Such Expensive Cars - 1:37
    • 20 - Side Hustles - 2:58
  • The Four Principals
    • 21 - Core Principal 1 - Earn More Than You Spend - 1:33
    • 22 - Emergency Fund = Screw You Fund - 1:40
    • 23 - Core Principal 2 - Pay Off All Your Debt - 1:51
    • 24 - Incentives For Banks Explained - 1:16
    • 25 - Core Principal 3 - Cut Your Spending By Practicing Essentialism - 1:53
    • 26 - Lifestyle Inflation Animation - 4:09
    • 27 - Core Principal 4 - Invest 10 a month through Betterment - 1:16
    • 28 - Investing is not gambling - 2:44
    • 29 - The Power of Compounding Interest - 2:08
    • 30 - Let's Invest $10 With Betterment - 1:15
  • Savings
    • 31 - Types of Savings Accounts - 3:55
    • 32 - 401k and IRA Basics - 2:25
    • 33 - Automate Your Finances - 1:57
    • 34 - Long Term Savings Rate Goal - 0:39
  • Credit Score
    • 35 - Credit Scores Debunked - 2:07
  • Loans
    • 36 - Understanding Student Loans - 2:18
    • 37 - Financing and Keeping a Car - 3:49
    • 38 - Financing and Keeping a House - 2:12
    • 39 - How to Get Rid of Debt - 1:34
  • Conclusion
    • 40 - Financial Freedom - 2:33
    • 41 - Irrational Behavior and Treat Yo Self - 1:47
    • 42 - THANK YOU - 2:01

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32

Recession Basics & How to Prepare for 2020

Prepare & Survive the 2020 COVID Recession Now!

By BrainyMoney | in Online Courses

This class explains what a recession is and the indicators of one. You will learn how to organize your money to prepare for one. This class gives 4 steps to how to prepare for a recession. With COVID-19 among us, we are witnessing a massive drop in the markets and employment. This course is made to help you face recession and survive through it.

4.5/5 stars from 774 students enrolled: ★ ★ ★ ★

  • Access 32 lectures & 1 hour of content 24/7
  • Know what a recession is & the indicators of one
  • Organize your money to prepare for one
  • Learn about the 4 steps to prepare for a recession

BrainyMoney | Personal Finance Made Easy!

4.4/5 Instructor Rating: ★ ★ ★ ★
59,888 Total Students
5,729 Reviews

Personal Finance is easy. It takes 2 hours to learn. The hard part is staying motivated. BrainyMoney builds the best personal finance courses, causes no unnecessary harm, uses business to inspire and implements solutions to improve financial lives of people.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: web & mobile streaming
  • Certification of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: beginner

Requirements

  • Any device with basic specifications

Course Outline

  • Introduction
    • 01-Intro to Recession Basics - 0:50
    • 02-Agenda for Today - 0:37
  • What is a Recession?
    • 03-The Great Rcession By the Numers - 1:38
    • 04-Recession Indicators - 1:49
    • 05-What is a Recession - 0:47
    • 06-Recessions Happen Every 6 Years - 1:13
    • 07-What Happens During a Recession Overview - 0:22
  • Employment
    • 08-At-Will Employment - 1:21
    • 09 - Unemployment with your state - 1:10
    • 10 - Unemployment Explained - 1:17
  • Who Will be Affected
    • 11 - Consumers Spend Less Money - 0:53
    • 12 - 2 Reasons Debt is Used - 2:33
    • 13 - Businesses Will Go Bankcrupt - 1:52
    • 14 - Recent College Grads - 2:34
    • 15 - Key Takeaways - 1:40
  • How To Prepare For A Recession
    • 16 -4 Steps To Prepare for Recession - 1:08
    • 17-How Society Confuses Us - 2:55
    • 18-Building a Capital Base - 0:42
    • 19 -Side Hustles - 1:08
    • 20-Importance of Multiple Income Streams - 2:02
    • 21 - Side Hustle not alwasy WFH - 0:31
    • 22-6 Months of Savings - 1:31
    • 23-You Can Lose Your Job Tomorrow - 0:21
    • 24-Live Below Your Means - 1:19
  • 2020 Recession
    • 25 - Difference Between 2008 and 2020 Recession - 3:54
    • 26 - Steps to Keeping Your Job - 1:37
    • 27 - Making a good impression - 1:06
    • 28 - Working 100 hours a week - 1:20
    • 29 - Saving During a Recession - 0:34
    • 30 - Recession = Opportunity - 1:14
    • 31 - Take Any Job That Pays In A Recession - 0:55
    • 32-April 2020 Update - 6:38

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Content
2.0 hours
Lessons
25

The Complete Personal Finance Course

By Bryan Guerra | in Online Courses

Why aren't we all rich? Is it because there's some secret the rich know the rest of us don't? Of course not. The difference between how the rich handle their money & manage their finances is only slightly different than most people. You see, the rich follow a few simple, proven laws of managing money. They're only slightly different than the ones most people grow up learning. If you can adjust your financial approach just a few millimeters, it can massively affect where you "land" a few years from now. This course will teach you exactly that.

New course with 5.0/5 star rating!

  • Access 25 lectures & 2 hours of content 24/7
  • Know several great resources & books to learn how to invest and build wealth
  • Learn how a few simple adjustments to your financial plan can make you wealthy
  • Understand how to identify assets & liabilities
  • Avoid investing in these things unless you want to go broke
  • Know the best places to invest your money

Bryan Guerra | Digital Marketing | eCommerce

4.1/5 Instructor Rating ★ ★ ★ ★

Bryan Guerra is the Founder of Invert Media. He has expertise in eCommerce, Online Marketing, & Customer Acquisition.

Invert Media is an Online Education Company that specializes in Information Products to help aspiring Entrepreneurs. Invert directly stands for "going in the opposite direction as." And that is exactly what they aim to do with their products, services, & customer relationships.

324,484 Total Students
15,229 Reviews

Important Details

  • Length of time users can access this course: lifetime
  • Access options: web & mobile streaming
  • Certification of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • Any device with basic specifications

Course Outline

  • Course Welcome & Overview
    • 1.Course Welcome - 1:14
    • 2.1.Course Overview - 7:18
  • Mastering Your Own Finances
    • 4.Assets vs. Liabilities - 4:38
    • 5.Cashflow 101 - 1:32
    • 6.Asset or Liability Test - 7:01
    • 7.Understanding Income & Expenses - 5:18
    • 8.Keeping Up with the Joneses - 1:33
    • 9.Pay Yourself First - 3:28
    • 10.Budgeting - 4:22
    • 12.The Best Investment Strategy - 6:15
    • 13.Signs of a Good _ Bad Balance Sheet - 11:11
    • 14.Where to Invest - 8:44
    • 15.Things to Avoid Investing in - 4:26
    • 16.Why You Shouldn't Invest in Bitcoin [Pro's vs. Cons No One Talks About] - 4:44
    • 17.How to Lose Money in the Stock Market - 2:30
    • 19.The Power of Compound Interest & Starting Early - 4:55
    • 20.Pay Off High Interest Loans or Invest - 2:44
    • 20.2.4 Questions to Ask Yourself Before You Invest - 7:50
    • 21.Why You Shouldn't Put Your Money into a Savings Account - 5:16
    • 22.Emergency Funds, Roth IRAs, & 401Ks - 1:16
    • 24.Best 2 Ways to Pay Off Debt - 4:01
    • 27.Best Current High Interest Savings Accounts - 2:56
  • Bonus Add on Lectures
    • 16 Buy & Hold Stocks I'm Looking into Buying for My Portfolio - 7:52
    • 5 Things I'm Investing in to Build Long Term Wealth - 11:19
    • How to Invest 1 Million Dollars - 19:57

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  • Unredeemed licenses can be returned for store credit within 15 days of purchase. Once your license is redeemed, all sales are final.
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