Index

for: The Complete Financial Analyst Training and Investing Course

Topic Lecture #:
7 Step Template for Creating Financials, Models
29
and Valuation Excel Spreadsheet
8 Step Research Process 108
Analyzing Bureau of Labor and Statistics Data 21
Analyzing IMF GDP Data 12
Balance Sheet Example 177
Balance Sheet Explanation 176
Balance Sheet Introduction 175
Balance Sheet Used in 7 Step Template 178
Bitcoin 26
Buy Side Investment Ideas 77
Buy Side Trader: a day in the life 131
Buy Side Trader: Pros and Cons 130
Buy Side Trader: Role 129

Case Study #1: Revenue Forecast Questions 167

Case Study #1: Revenue Forecast Solutions 168

Case Study #2: Income Statement Forecast
173
Questions
Case Study #2: Income Statement Forecast
174
Solutions
Case Study #3: Balance Sheet Forecast Questions 179

Case Study #3: Balance Sheet Forecast Solutions 180

Case Study #4: Cash Flow Statement Forecast
186
Solutions
Case Study #4: Cash Flow Statement Forecast
185
Questions
Case Study #5: S-1 IPO Document for Shark Virtual
194
Reality Questions
Case Study #5: S-1 IPO Document for Shark Virtual
195
Reality Solutions
Case Study #6: Valuation Using DCF Questions 203
Case Study #6: Valuation Using DCF Solutions 204

Case Study #7: Valuation Using P/R Questions 208

Case Study #7: Valuation Using P/R Solutions 209

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Index for: The Complete Financial Analyst Training and Investing Course

Topic Lecture #:
Case Study #8: Valuation Using P/E Questions 211
Case Study #8: Valuation Using P/E Solutions 212
Case Study #9: Hedge Fund Modeling and
217
Valuation Questions
Case Study #9: Hedge Fund Modeling and
218
Valuation Solutions
Case Study #10: Mutual Fund Modeling and
220
Valuation Questions
Case Study #10: Mutual Fund Modeling and
221
Valuation Solutions
Cash Flow Statement Example 183

Cash Flow Statement Explanation 182

Cash Flow Statement Introduction 181
Cash Flow Statement Used in 7 Step Template 184
Catalysts Definition 112
Catalysts for Hedge Funds 113
Catalysts for Mutual Funds 114
Compensation for Financial Analysts 58
Compliance Topics 222

Compliance Topics 85
Compliance Topics 86
Computer / AI Analyst: a day in the life 154
Computer / AI Analyst: Pros and Cons 153
Computer / AI Analyst: Role 152
DCF Example 201
DCF Introduction 198
DCF Valuation Used in 7 Step Template 202

Differences Between the Financial Analyst Roles 5

Earnings Calls 115
Earnings Reports: How to Write them 76
Equity Capital Markets: a day in the life 151
Equity Capital Markets: Pros and Cons 150
Equity Capital Markets: Role 149

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Index for: The Complete Financial Analyst Training and Investing Course

Topic Lecture #:
Equity Sales: a day in the life 148

Equity Sales: Pros and Cons 147

Equity Sales: Role 146
Event Driven 102
Excel Exercise on Beta, Alpha and Additional Risk
68
Management Topics Answers Part 1 of 4
Excel Exercise on Beta, Alpha and Additional Risk
69
Management Topics Answers Part 2 of 4
Excel Exercise on Beta, Alpha and Additional Risk
70
Management Topics Answers Part 3 of 4
Excel Exercise on Beta, Alpha and Additional Risk
71
Management Topics Answers Part 4 of 4
Excel Exercise on Beta, Alpha and Additional Risk
67
Management Topics Questions
Excel Exercise on FX, Spinners and Check Boxes
60
Answers Part 1 of 3
Excel Exercise on FX, Spinners and Check Boxes
61
Answers Part 2 of 3
Excel Exercise on FX, Spinners and Check Boxes
62
Answers Part 3 of 3
Excel Exercise on FX, Spinners and Check Boxes
59
Questions
Excel Exercise on Risk Management and Sector
64
Drivers Answers Part 1 of 3
Excel Exercise on Risk Management and Sector
65
Drivers Answers Part 2 of 3
Excel Exercise on Risk Management and Sector
66
Drivers Answers Part 3 of 3
Excel Exercise on Risk Management and Sector
63
Drivers Questions
Excel Exercise on Risk Management Answers Part 1
50
of 4
Excel Exercise on Risk Management Answers Part 2
51
of 4
Excel Exercise on Risk Management Answers Part 3
52
of 4
Excel Exercise on Risk Management Answers Part 4
53
of 4
Excel Exercise on Risk Management Questions 49

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Index for: The Complete Financial Analyst Training and Investing Course

Topic Lecture #:
Excel Exercise on Valuation and Stock Market
46
Index Answers Part 1 of 3
Excel Exercise on Valuation and Stock Market
47
Index Answers Part 2 of 3
Excel Exercise on Valuation and Stock Market
48
Index Answers Part 3 of 3
Excel Exercise on Valuation and Stock Market
45
Index Questions
Excel Exercise on Yahoo Finance API Answers Part
55
1 of 3
Excel Exercise on Yahoo Finance API Answers Part
56
2of 3
Excel Exercise on Yahoo Finance API Answers Part
57
3 of 3
Excel Exercise on Yahoo Finance API Questions 54
Excel Portfolio Management Dashboard
32
Formatting Exercise
Excel Portfolio Management Dashboard
33
Formatting Exercise Solutions Part 1 of 2
Excel Portfolio Management Dashboard
34
Formatting Exercise Solutions Part 2 of 2
Financial Statements: Which Statements Matter
31
Most to Which Analysts?
Fiscal Policy 23

Global Economics Introduction 10

Growth vs Value Investing 197
Hedge Fund day in the life 100
Hedge Fund Idea Template 120
Hedge Fund Introduction and the Anatomy of a
99
Short
Hedge Fund Long Ideas 118
Hedge Fund Pros and Cons 101
Hedge Fund Short Ideas 119
Hedge Funds: Getting Hired 136
Hedge Funds: Getting Promoted Part 1 142
Hedge Funds: Getting Promoted Part 2 143

Hedge Funds: Politics to be aware of 138

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Index for: The Complete Financial Analyst Training and Investing Course

Topic Lecture #:
How All 3 Financial Statements are Related 187
IMF (International Monetary Fund) 11
Income Statement Example 171
Income Statement Explanation 140
Income Statement Introduction 169
Income Statement Used in 7 Step Template 172
Interest Rates: Introduction 19
Interview Tips for Investment Bankers 41

Interviewing Management 111

Investment Banking Deliverables 36
Investment Banking Introduction 35
Investment Banking Managing Up 42
Investment Banking Modeling + M&A 38
Investment Banking Politics 44
Investment Banking Pros and Cons 43

Investment Banking: Coming up with M&A Ideas 39

Investment Banking: Getting Promoted 40
Investment Idea Template 109
IPO (Winning Our Mandate!) 193
IPO and the NDRS 37

IPO Discussion Role Play Part 1 of 2 214

IPO Discussion Role Play Part 2 of 2 215
Large Non-Finance Firm Financial Analyst: a day in
163
the life
Large Non-Finance Firm Financial Analyst: Pros and
162
Cons
Large Non-Finance Firm Financial Analyst: Role 161
Meetings Best Practices 98
Mentors in Finance 103
Model Data Source: Investor Relations 191

Model Data Source: SEC.gov 190

Model Data Source: Yahoo Finance 192

Page 5 of 8

Index for: The Complete Financial Analyst Training and Investing Course

Topic Lecture #:
Modeling Best Practices 165
Modeling for Hedge Funds 216
Modeling for Mutual Funds 219
Modeling for Sell Side Analysts 78
Modeling Introduction 188

Monetary Policy and Currency Movements 20

Monopolies 25
Mutual Fund Investment Template 134
Mutual Fund: Creating Investment Long Ideas 133
Mutual Fund: Getting Promoted 145
Mutual Funds: A day in the life 105
Mutual Funds: Getting Hired 135
Mutual Funds: Introduction 104
Mutual Funds: Politics to be aware of 140

Mutual Funds: Pros and Cons 106

Other Valuations Used in 7 Step Template 207
Portfolio Management @ a Hedge Fund 141
Portfolio Management: Mutual Fund 144
Price Earnings Introduction 210
Price to Revenue Example 206
Price to Revenue Introduction 205
Private Equity: a day in the life 156
Private Equity: Pros and cons 157
Private Equity: Role 155
Private Wealth Management: a day in the life 160
Private Wealth Management: Pros and Cons 159
Private Wealth Management: Role 158

Pros and Cons of Working as a Financial Analyst 6

Research Process 107
Research Process Differences (Short term vs Long
108
Term Focus)
Revenue Forecast 166

Page 6 of 8

Index for: The Complete Financial Analyst Training and Investing Course

Topic Lecture #:
Salestrader: A day in the life 125

Salestrader: Pros and cons 124

Salestrader: Role 123
Sell Side and Relationship with Buy Side 73
Sell Side Trader: a day in the life 128

Sell Side Trader: Pros and Cons 127

Sell Side Trader: Role 126
Sell Side; a day in the life 84
Sell Side: 7 Things You Must do to Get Hired 80

Sell Side: Coming Up with Research Ratings 74

Sell Side: Creating Investment Research Reports 75
Sell Side: Getting Promoted 79
Sell Side: Managing Up 81

Sell Side: Politics 83

Sell Side: Pros and Cons 82
Sell Side: Role 72
Survey on What Finance Role You Might Be Most
7
Interested In
Technicals and Stop Losses 121
Template for Creating Financial Statements (7
164
Steps)
Terminal Value 199
Top Down vs Bottoms Up Investing 117
Valuation Introduction 196

Valuation: Additional Methodologies 213

Venture Capital: a day in the life 97
Venture Capital: Creating Financial Models 91
Venture Capital: Getting Hired 93
Venture Capital: Getting Promoted 92

Venture Capital: Managing UP 94

Venture Capital: Pitching Ideas to Your Partner
89
(Boss)

Page 7 of 8

Index for: The Complete Financial Analyst Training and Investing Course

Topic Lecture #:
Venture Capital: Politics 96
Venture Capital: Pros and Cons 95
Venture Capital: Wining Deals Over the
90
Competition
Venture Capital: Coming Up with Investment Ideas 88
Venture Capital: Role 87
WACC Calculation 200
World Bank Inflation Data 17
World Bank Introduction 16

WTO (World Trade Organization) 24

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