• Anytime
    Application Deadline
  • 6 days
    Duration
This The Complete Financial Analyst Training and Investing Course offered by Udemy is taught by Chris Haroun who also went through the Goldman Sachs financial analyst training program as well as the new hire training programs of other top finance companies. 

About

What you'll learn at this The Complete Financial Analyst Training and Investing Course offered by Udemy:

  • 22+ hour complete financial analyst course!
  • #1 Best Selling Investing Course on Udemy!
  • How to pick stocks.
  • Become an expert in Excel for financial analysts (no prior Excel knowledge is required).
  • 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.
  • Use and create Excel based templates developed by Chris to help you create financial statements from scratch (meaning income statements, balance sheets, cash flow statements and more).
  • Use and create Excel based templates developed by Chris to help you value companies using several different valuation methodologies, including P/E, P/R and Discounted Cash Flow (DCF).
  • Use and create Excel based templates developed by Chris to help you manage a portfolio.
  • 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).
  • Analyze and understand a balance sheet (even if you have no experience with balance sheets).
  • Analyze and understand a cash flow statement (even if you have no experience with cash flow statements).
  • Understand and use modeling best practices so you can create financial models.
  • 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)!
  • Create a financial model (projecting the future) for an income statement.
  • Other valuation methodologies, including EV/Sales, EV/EBITDA, P/B, EV/FCF, etc.
  • Create a financial model (projecting the future) for a balance sheet.
  • Create a financial model (projecting the future) for a cash flow statement.
  • Understand valuation best practices so you can create target prices based on your financial models.
  • How to use Discounted Cash Flow (DCF) and how to create the Weighted Average Cost of Capital and Terminal values in order to pick target prices.
  • How to use P/E in order to pick target prices.
  • How to use P/R in order to pick target prices.
  • Come up with a target price based on an average of several different valuation methodologies.
  • Learn about 14 different Financial Analyst jobs and how they overlap and work together (including Investment Banking, Venture Capital, Private Equity, Private Wealth Management etc.).

Detailed Programme Facts

  • Deadline and start date A student can apply at any time for this programme, there is no deadline.
  • Programme intensity Part-time
    • Average part-time duration 6 days
    • Duration description
      22.5 hours on-demand video
  • Languages
    • English
  • Delivery mode
    Online
  • More information Go to the programme website

Programme Structure

Courses include:

  • Course Introduction & How to Take this Course
  • Optional Exercise: Decide What Financial Analyst Role Interests You the Most
  • Global Macroeconomics + How the World of Finance Works + Excel Part 1/4: The IMF
  • Global Economics & Excel Part 2/4: The World Bank and Inflation
  • Global Econ. & Excel Part 3/4: Currencies, Monetary Policy and Interest Rates
  • Global Econ. +Excel Part 4/4: Fiscal Policy, WTO, Monopolies, Bitcoin & More
  • Foundations & Introducing "Portfolio Management, Investment & Excel Dashboard!"
  • Investment Banking: Introduction, Mergers & Acquisitions and the IPO
  • Investment Banking: Getting Hired, Promoted, Pros & Cons and Much More
  • Stock Markets + Portfolio Management: Part 1: Learn by Doing Excel Exercises

Audience

  • Anyone that wants to be a financial analyst at any type of finance firm for any type of finance role 
  • Anyone interested in becoming a better investor, stock picker, portfolio manager, analyst and much more.

English Language Requirements

This programme may require students to demonstrate proficiency in English.

Academic Requirements

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).

Tuition Fee

  • International

    200 EUR/full
    Tuition Fee
    Based on the original amount of 200 EUR for the full programme and a duration of 6 days.
  • EU/EEA

    200 EUR/full
    Tuition Fee
    Based on the original amount of 200 EUR for the full programme and a duration of 6 days.
We've labeled the tuition fee that applies to you because we think you are from and prefer over other currencies.

Udemy continuously offers discounts up to 94% off with full lifetime access to the course. Check the discounts available by clicking "Visit Programme Website".

Funding

Check the programme website for information about funding options.

StudyPortals Tip: Students can search online for independent or external scholarships that can help fund their studies. Check the scholarships to see whether you are eligible to apply. Many scholarships are either merit-based or needs-based.

The Global Study Awards: get funded with up to £10,000 to study abroad

Together with the ISIC Association and British Council IELTS, Studyportals offers you the chance to receive up to £10000 to expand your horizon and study abroad. We want to ultimately encourage you to study abroad in order to experience and explore new countries, cultures and languages.