The Complete Financial Analyst Training & Investing Course - Udemy

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The Complete Financial Analyst Training & Investing Course - Udemy

This course offers in-depth training for aspiring financial analysts, covering essential topics such as financial modeling, valuation techniques, investment analysis, and portfolio management. It equips participants with the skills needed to analyze financial data effectively and make informed investment decisions.

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  • (0 Reviews)
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Requirements

  • A basic understanding of finance and Excel is recommended. A computer with internet access and a strong interest in finance and investment analysis are necessary for success.

Description

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The Complete Financial Analyst Training & Investing Course
Overview
Say hello to India's best selling programme with a 4.5 star rating.
Duration 23 Hours
Total Fee ₹7,900
Mode of learning Online
Difficulty level Beginner
Official Website Go to Our Course
Credential Certificate
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The Complete Financial Analyst Training & Investing Course
Highlights
Discover More
  • 23 hours on-demand video
  • 34 downloadable resources & 6 articles
  • Access on mobile and TV
  • Full lifetime access
  • Masterclass Trainers
  • Certificate of completion
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The Complete Financial Analyst Training & Investing Course
Course Details
Skills you will learn
  • 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). Also How interest rates are changed and why this is crucial to understand for successful financial analysts.

More about this course
  • How to manage a portfolio.
  • How to build financial models.
  • How risk management works.
  • How to use technical analysis.
  • Certificate of completion
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The Complete Financial Analyst Training & Investing Course
Curriculum
Course Introduction & How to Take this Course
  • Thank You Message from Chris
  • Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets
  • Introduction and How to Take this Course
  • How to Ask Me Questions Live on My Weekly Webcast (Includes Zoom)
  • Quick Access Index of Topics in this Course
  • Overview of Different Financial Analyst Roles and How They Work Together
  • What Are the Major Differences Between the Different Financial Analyst Roles?
  • What Are the Pros and Cons of Working as a Financial Analyst?
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
  • Optional Practice Activity: Decide What Finance Role You're Most Passionate About
  • Practice Activity Results Analysis
Global Macroeconomics + How the World of Finance Works + Excel Part 1/4: The IMF
  • Introduction to Global Economics (What, Why & How of this Section)
  • The International Monetary Fund, GDP and Why this Matters to Financial Analysts
  • Excel Exercise #1: Analyzing IMF GDP Data
  • Answers to Excel Exercise #1: Part 1 (Answers to Questions 1 through 12)
  • Answers to Excel Exercise #1: Part 2 (Answers to Questions 13 through 16)
  • Answers to Excel Exercise #1: Part 3 (Answers to Questions 17 through 20)
Global Economics & Excel Part 2/4: The World Bank and Inflation
  • The World Bank as Another Great Data Resource for Financial Analysts
  • Excel Exercise #2: Analyzing World Bank Inflation Data
  • Answers to the Excel Exercise #2
Global Economics & Excel Part 3/4: Currencies, Monetary Policy and Interest Rates
  • How and Why Do Interest Rates Change & Why this is Important for Financial Analysts
  • Understanding Currency Movements and Monetary Policy
  • Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics
  • Answers to the Excel Exercise #3
Global Economics & Excel Part 4/4: Fiscal Policy, WTO, Monopolies, Bitcoin & More
  • Fiscal Policy and Economic Stimulation
  • The World Trade Organization as Another Great Resource for Financial Analysts
  • Monopolies & Oligopolies are the Best Investments
  • Quiz on Global Macroeconomics for Financial Analysts
  • Side Note: Is Bitcoin the Largest Threat to National Monetary Policy Security?
Foundations & Introducing "Portfolio Management, Investment & Excel Dashboard!"
  • Finance Foundations Introduction
  • Quick Accounting Review and the Shark Virtual Reality IPO
  • Attached is Your 7-Step Template for Creating Financials, Models, and Valuations
  • What are Growth and Value Investors and Why this is Important to Your Success
  • What Financial Statements & Valuation Methods Matter Most to Which Analysts?
  • Excel Exercise #4: Formatting the Portfolio Dashboard
  • Answers to Excel Exercise #4: Part 1 (Answers to Questions 1 through 5)
  • Answers to Excel Exercise #4: Part 2 (Answers to Questions 5 through 10)
Investment Banking Part 1: Introduction, Mergers & Acquisitions and the IPO
  • What is Investment Banking and How Does it Work?
  • Deliverables that Investment Bankers Create
  • The IPO (Initial Public Offering) and the NDSR (Non-Deal Roadshow)
  • Introduction to Investment Banking Modeling, Mergers & Acquisitions & Valuation
  • Coming up with M&A (Mergers & Acquisitions) Ideas
Buy Side Part 4: Catalysts (Meaning the Reason to Invest as Timing is Crucial)
  • What is an Investment Catalyst and Why is it Important?
  • Catalysts for Hedge Funds
  • Catalysts for Mutual Funds
  • Quiz on Catalysts (3 questions)
  • Side Note: More Details on the Quarterly Earnings Call
"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
  • Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes
  • How to Create and Pitch Hedge Fund Long Ideas
  • How to Create and Pitch Hedge Fund Short Ideas + Exercise
  • Hedge Fund Idea Templates (Use these to impress your boss or potential boss)
"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)
  • Politics in Mutual Funds to Be Aware of
"Buy Side" Part 10: Beta & Getting Promoted from Analyst to Portfolio Manager at a Hedge Fund
  • What is the Role of a Hedge Fund Portfolio Manager?
  • How to Get Promoted from Analyst to Portfolio Manager Part 1
  • How to Get Promoted from Analyst to Portfolio Manager Part 2
"Buy Side" Part 11: Getting Promoted from Analyst to Portfolio Manager at a Mutual Fund
  • What is the Role of a Mutual Fund Portfolio Manager?
  • How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund
Equity Sales Financial Analyst Role (Part of an Investment Bank)
  • Equity Sales Overview
  • Equity Sales Pros and Cons
  • Equity Sales Day in the Life
Equity Capital Markets (ECM) Financial Analyst Role (Part of an Investment Bank)
  • Equity Capital Markets (ECM) Overview
  • Equity Capital Markets (ECM) Pros and Cons
  • Equity Capital Markets (ECM) Day in the Life
Computer / Artificial Intelligence Financial Analyst Role
  • Computer / Artificial Intelligence Overview
  • Computer / Artificial Intelligence Pros and Cons
  • Computer / Artificial Intelligence Day in the Life
Private Equity Financial Analyst Role
  • Private Equity Overview
  • Private Equity Day in the Life
  • Private Equity Pros and Cons...AND A SURPRISE!
Private Wealth Management
  • Private Wealth Management Overview
  • Private Wealth Management Pros and Cons
  • Private Wealth Management Day in the Life
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The Complete Financial Analyst Training & Investing Course
Entry Requirements
Eligibility Criteria
  • The eligibility criteria for a The Complete Financial Analyst Training & Investing Course course typically include a basic educational background, such as a high school, diploma or any degree in a related field.

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About Instructor

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About Instructor

Udemy is a website that offers online courses in a variety of topics, including business, coding, development, photography, and more. Udemy courses are created by instructors who can add videos, slides, text, and other resources to enhance the learning experience.