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12.0 hours
Lessons
107

The Complete Personal Finance Course: Save, Protect, Make More

Handles Your Finances More Effectively & Save More

By Chris Haroun | in Online Courses

Hate it or love it, everybody has to have a firm grasp of personal finance. Struggling to wrap your head around how to manage your personal finances? Here's the course for you. This course operates on three pillars: Saving Money, Protecting Money, Making Money. With lessons on how to better manage and grow your finances, as well as a comprehensive Excel spreadsheet that contains more than 25 exercises to help you save, protect and make more money, this is the all-inclusive stop to putting your money on the right track.

4.5/5 average rating from 84,002 students enrolled: ★ ★ ★ ★

  • Access 107 lectures & 12 hours of content 24/7
  • Learn how to analyze & significantly decrease your personal expenses
  • Discover more than 100 ways to help you save more money
  • Discuss tax filing, budgeting, investing in stocks & bonds, and more
  • Understand & improve your credit score
  • Explore wills, trusts, estate planning, mortgages, & more
  • Protect your family & possessions using insurance products

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

4.5/5 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."

848,585 Total Students
117,588 Reviews

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • 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

  • Your First Program

  • Course Introduction & How to Take this Course

    • Course Introduction (Are You Ready to Save, Make & Protect Your Money?) - 5:58
    • How to Take this Course (and Using Your “Complete Personal Finance Dashboard”) - 11:50
  • Part 1 of 3: Save [MORE] Money & Making Your Money Work For You!

    • Introduction to Saving [MORE] Money & The INCREDIBLE Power of Compound Interest - 20:14
    • Exercise #1: Time Value of Money (Small Changes Lead to Fortunes Later in Life!) - 1:08
    • Answers to Exercise #1, Question s 1 through 7: Time Value of Money - 16:47
    • Answers to Exercise #1, Question s 8 through 10: Time Value of Money - 6:28
    • [Optional] Side Note: Get Free Daily Helpful Business & Career Development Videos
  • Save by Calculating Where Your Cash is Going: Your CURRENT Income Statement

    • What is a Personal Income Statement and Why is this Very Important? - 2:04
    • Exercise #2: Money In & Money Out: Creating Your CURRENT Income Statement - 5:56
    • Discussion of Your Answers to Exercise #2 - 1:12
  • More than 100 Ways to Save MUCH More:Creating Your NEW+IMPROVED Income Statement

    • Introduction to Completing Your NEW & IMPROVED Income Statement - 6:16
    • Save on Taxes: 14 Ways to Save More on Taxes - 16:50
    • Save on Car & Transportation: 13 Ways to Save More on Car or Transportation Expenses - 14:17
    • Save on Child or Child Care: 5 Ways to Save More on Child or Child Care Expenses - 8:36
    • Save on CommunicationsComputer: 6 Ways to Save More on PhoneComputer Expenses - 5:45
    • Save on Debt Payments: 7 Ways to Save More on Debt Expenses - 5:58
    • Save on Education: 4 Ways to Save More on Education Expenses - 2:21
    • Save on Entertainment: 7 Ways to Save More on Entertainment Expenses - 5:23
    • Save on Fees [Many are Hidden]: 6 Ways to Save More on Fees Expenses - 6:57
    • Save on Food & Drinks: 13 Ways to Save More on Food & Drinks Expenses - 9:31
    • Save on Gifts & Donations: 4 Ways to Save More on Gifts & Donation Expenses - 4:07
    • Save on HealthFitnessLife Insurance: 4 Ways to Save More on Health Expenses - 3:09
    • Save on Housing: 10 Ways to Save More on Housing Expenses - 11:10
    • Save on Personal Care: 5 Ways to Save More on Personal Care Expenses - 5:45
    • Save on Pets: 5 Ways to Save More on Pet Related Expenses - 1:42
    • Save on Shopping: 16 Ways to Save More on Shopping Expenses - 12:26
    • Save on Vacation: 5 Ways to Save More on Vacation Expenses - 3:05
    • Save on Other Expenses: 8 Ways to Save More on Other Expenses - 7:51
    • Exercise #3: Creating Your NEW & IMPROVED Income Statement - 2:03
    • Exercise #4: Analyzing Your CURRENT and New+IMPROVED Income Statement - 5:46
    • Exercise #5: Save Money Meeting - 1:42
    • Exercise #6: Save Money Checklist - 2:52
  • Changing Your Perception of Saving Money + Saving Money and Your Kids

    • Changing Your Perception of Money - 13:48
    • Saving Money & Your Kids - 8:29
  • Part 2 of 3: Protect [MORE] Money (Many Ways to Protect Your Money)

    • Intro. to Protecting Your Money: The What, Why & How of Part 2 of the Course - 3:38
    • Protect Your Money by Understanding Your Net Worth (Your “Balance Sheet”) - 4:10
    • Exercise #7: Creating & Understanding Your Balance Sheet (“What You Own and What You Owe”) - 5:41
    • Exercise #8: Analyzing Your Balance Sheet - 4:15
    • Exercise #9: Analyzing Your Balance Sheet AND Your Income Statement Together - 4:52
    • Side Note: Should You Hire a Financial Advisor to Help Protect Your Money? - 5:23
  • Protect Your Money with These Tax Strategies

    • Keep All Receipts + Consider Hiring an Accountant (They’re GREAT Investments!) - 10:35
    • How Taxes+Retirement Accounts Work & Why We Need to Minimize How Much Tax We Pay - 17:56
    • Exercise #10: How Much Do You Need to Retire? - 6:09
    • Tax Incentives Help You Save BIG TIME for Education_School Expenses - 3:42
    • Exercise #11: How Much Do You Need for Education Expenses? - 1:04
    • Other Potential Company Sponsored Tax Savings Plans - 1:34
    • Exercise #12: Pay Less Tax Strategies - 1:15
  • Protect $ by Having an Organized Filing System, Tracking Bills & More

    • Exercise #13: A Simple & Effective Money, Taxes, Receipts and Statements Filing System - 18:01
    • Websites & Apps to Help You Track and Manage Your Spending - 6:12
    • Quicken on a PC to Manage Your Money - 8:37
    • Quicken on a Mac to Manage Your Money - 6:49
  • Protect Your Money by Creating a Budget & Picking the Right Bank

    • Introduction to Protecting Your Money by Making a Monthly Budget - 2:22
    • Exercise #14: Budget Planning - 4:31
    • Is Your $ Safe? Are Your Getting Ripped off on Fees? Should You Switch Banks - 8:25
    • Exercise #15; Is Your Money Safe? Protect Your Money by Using the Right Bank - 6:15
  • Protect Your Family with Wills & Trusts and Accessing & Fixing Your Credit Score

    • Wills and Trusts - 5:15
    • Viewing, Understanding and Fixing Your Credit Score_Rating (So You Can Get a Loan or Mortgage) - 10:32
  • Protect Your Family and Your Assets with Insurance Products

    • Introduction to Insurance - 10:04
    • Life Insurance - 6:09
    • Auto Insurance - 2:26
    • Home and Property Insurance - 4:45
    • Health Insurance - 1:31
    • Side Note: Protect Your Money by Preventing Identity Theft - 9:19
  • Protecting Your Money, Credit Cards, Loans and Leases

    • Credit Cards - 6:52
    • Loans - 5:11
    • Leases - 5:26
  • Profiles of Successful Wealthy People & How they Protect and Manage Their Money

    • They Stay Wealthy for a Reason + 5 Characteristics of Billionaires I Have Worked For - 10:27
    • Exercise #16: Protect Money Checklist - 0:37
  • Part 3 of 3: Make [MORE] Money (Ways to Make Your Money Work for You)

    • Introduction to Making [MORE] Money: The What, Why & How of Part 3 of the Course - 10:11
    • Exercise #17: The Damage that High Investment Fees Can do to Our Net Worth! - 4:21
    • Make More by Learning How to Avoid Paying High Investment Fees - 10:23
  • Index Funds Examples

    • An Example of a GREAT Index Fund Firm to Buy Financial Products from: “Vanguard” - 4:30
    • Examples of Other ETFs to Buy Index Products From - 9:10
    • Side Note: Outta Sight and Outta Mind - 1:52
  • Introduction to your Investment Portfolio Management System

    • Managing Your Investments with Your Investment Portfolio Management System - 8:40
    • Exercise 18: Populating Your Investment Portfolio Management System (meaning Your Portfolio) - 11:24
  • Make Money with Stocks

    • Introduction to Investing in Stocks and 4 CRUCIAL Stock Investing Rules - 14:38
    • Investment Data Basics (See SECTION A on Your Investment Portfolio Management System) - 9:41
    • Your Ownership Amounts in Stocks and ETFs (See SECTION B on Your Invstmt Portfolio Mgmt Syst.) - 2:58
    • Risk Management (See SECTION C on Your Invstmt Portfolio Mgmt Syst.) - 7:38
    • Sector and Stock Drivers (See SECTION D on Your Invstmt Portfolio Mgmt Syst.) - 4:12
    • Your Research (See SECTION E on Your Invstmt Portfolio Mgmt Syst.) - 12:44
    • Add More Optional Data (See SECTION F on Your Invstmt Portfolio Mgmt Syst.) - 0:26
  • Stock Valuations, Mutual Funds & Warren Buffett’s Favorite Type of Investments

    • Exercise #19: Stock Valuations - 16:58
    • Mutual Funds - 3:48
    • Side Note: What Are Warren Buffett’s Favorite Types of Investments? - 1:45
  • Make Money with Bonds & Commodities (& Understanding Interest Rates)

    • Introduction to Interest Rates, Bonds and “The Bigger Picture” - 4:31
    • Global Economics and Why this Matters to Personal Investors - 13:17
    • Understanding Foreign Exchange Currency Movements - 8:08
    • Bonds and How Can Governments Stimulate the Economy? - 10:25
    • PART1 How do Bonds Work (With Real Corporate and International Government Examples) 1 - 9:40
    • PART2 How do Bonds Work (With Real Corporate and International Government Examples) - 18:35
    • Exercise #20: Adding Bond Investments to Your Portfolio - 5:54
    • Investing in Commodities - 8:14
    • Exercise #21: Adding Commodity Investments to Your Portfolio - 6:24
  • Make Money with Real Estate

    • Introduction to Your Most Important Personal Investment & How Much Should You Spend on a House? - 13:38
    • How Mortgages Work & How to Calculate Payments (Fixed Rates Versus Interest Only Rates & More) - 8:09
    • Exercise 22: Mortgage Calculator - 3:55
    • Investment Property: What You Need to Know if Considering Investment Properties - 12:03
    • Investment Property: How Much Should You Spend on an Investment Property? - 3:09
    • Exercise #23: Adding Real Estate Investment Trust Investments to Your Portfolio - 7:00
    • Side Note: 4 Investment Categories to Consider Avoiding Given Liquidity Risks - 9:00
  • Make More with Diversification & Your Make Money Checklist

    • Diversification Strategies and Your Diversified “Model Portfolio” - 13:41
    • PART 1 Exercise #24: Diversification & Your Model Portfolio - 20:18
    • PART 2 Exercise #24: Diversification & Your Model Portfolio - 3:32
    • Exercise #25: Make Money Checklist - 0:42
    • Introducing Our NEW MBA Degree Program - 2:44

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23

Volume Trading 101: Day Trading Stocks With Volume Analysis

Improve Your Stock Market Day Trading & Investing with Volume Analysis, Indicators, & Trading Strategies!

By Travis Rose | in Online Courses

This course will teach you step-by-step how to analyze volume data in the stock market using some of the most effective volume indicators and how you profitably trade stocks using volume analysis! You'll be learning from a self-taught, full-time day trader on a mission to help other traders avoid the same mistakes that he made early on in his career. The strategies taught within this course are the same ones Trading & Investing Professional, Travis Rose used on a daily basis in my own trading.

  • Access 23 lectures & 1 hours of content 24/7
  • Understand what Volume is
  • Add volume indicators on your charts
  • Use volume weighted average price
  • Learn about supply & demand, stock breakouts & volume, and volume exhaustion
Travis Rose | Stock Market Day Trading & Investing Professional
4.4/5 Instructor Rating: ★ ★ ★ ★

Travis Rose is a full-time day trader and investor in the U.S. stock market currently living in Ohio in the U.S. He has been trading full-time for over 5 years now. Getting started as a trader, he was very stubborn and wanted to learn everything on his own. Little did he know how much time, energy, and money he could have saved by following the footsteps of someone who has already found success in trading. He then decided to create these courses in the hopes that new traders will avoid the same mistakes that he made and will be able to achieve the financial freedom that comes with the stock market in a much shorter period of time than it took him!

5,766 Total Students
697 Reviews

Important Details

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

Requirements

  • Any device with basic specifications

Course Outline

  • Introduction
    • Introduction
  • Intro to Volume Analysis
    • What is Volume? - 7:16
    • Quiz 1
    • Adding Volume Indicators on Your Charts
    • Custom Thinkorswim Volume Indicator
  • Volume Studies & Indicators
    • Using VWAP (Volume Weighted Average Price)
    • Quiz 2
    • Using OBV (On-Balance Volume)
    • Quiz 3
    • Volume Profile
    • Quiz 4
  • Volume Trading Strategies & Techniques
    • Supply & Demand
    • Quiz 5
    • Stock Breakouts & Volume
    • Quiz 6
    • Volume Exhaustion
    • Quiz 7
  • Examples & Analysis
    • Examples & Analysis
  • Bonus
    • Trading Platform Download
    • Trading Platform Setup & Overview - 29:54
    • Risk-Free Trading Practice - 6:58
    • Final Notes
    • [Ebook] Master the Market

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Lessons
34

Day Trading 101: A Beginner's Guide to Trading Stocks

Learn What it Takes to Be Your Own Boss & Determine Your Own Salary as a Day Trader

By Travis Rose | in Online Courses

This course is a step-by-step guide to becoming a profitable day trader in the stock market, starting from the very basics for beginners and covering everything you'll need to know to get started day trading; from technical analysis and chart indicators to fundamental analysis and trading psychology and everything in between! This course also includes 13 multiple-choice quizzes, several resources, and a free day trading ebook download with in-depth trading strategies and education!

4.5/5 average rating from 672 students enrolled: ★ ★ ★ ★

  • Access 34 lectures & 2 hours of content 24/7
  • Understand how the stock market works & what causes price fluctuations
  • Use simple technical & fundamental analysis strategies to consistently profit
  • Properly create a trading plan to minimize your risk while trading
  • Profit in any market condition w/ stocks going both up & down
Travis Rose | Stock Market Day Trading & Investing Professional
4.4/5 Instructor Rating: ★ ★ ★ ★

Travis Rose is a full-time day trader and investor in the U.S. stock market currently living in Ohio in the U.S. He has been trading full-time for over 5 years now. Getting started as a trader, he was very stubborn and wanted to learn everything on his own. Little did he know how much time, energy, and money he could have saved by following the footsteps of someone who has already found success in trading. He then decided to create these courses in the hopes that new traders will avoid the same mistakes that he made and will be able to achieve the financial freedom that comes with the stock market in a much shorter period of time than it took him!

5,766 Total Students
697 Reviews

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • 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

  • Introduction
    • Introduction - 1:55
  • The Basics
    • What Are Stocks? - 1:43
    • Quiz 1
    • What Is Day Trading? - 1:02
    • Quiz 2
    • Pros & Cons of Day Trading - 5:23
    • Quiz 3
    • Buying vs. Short-Selling - 1:25
    • Quiz 4
  • Charts & Analysis
    • What Is Technical Analysis? - 1:28
    • Quiz 5
    • Chart Reading Basics (Chart Styles & Patterns) - 11:59
    • Quiz 6
    • Understanding Candlesticks - 4:23
    • Quiz 7
    • Level 2 and Time & Sales - 8:14
    • Quiz 8
    • The Best Chart Indicators/Studies - 6:48
    • Quiz 9
  • Company Fundamentals
    • What Is Fundamental Analysis? - 4:22
    • Fundamental Websites
    • Quiz 10
  • Psychology & Risk Management
    • Controlling Emotions (Trading Psychology) - 6:00
    • Quiz 11
    • Managing Risk - 5:23
    • Quiz 12
    • Placing a Trade (Order Types) - 7:24
    • Quiz 13
  • Bonus
    • Technical Analysis Examples - 11:18
    • Price Action Practice (Part 1) - 10:49
    • Price Action Practice (Part 2) - 10:49
    • Trading Platform Setup & Overview - 29:54
  • Final Notes
    • Final Notes
    • [Ebook] Master the Market

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Lessons
31

Introduction to Commercial Real Estate Analysis

Learn the Essentials of Commercial Real Estate Investment Analysis

By Symon He | in Online Courses

Not too long ago, the commercial real estate game was reserved for big financial institutions and wealthy private investors, but now virtually anyone can throw their hat in the ring. Designed as a beginner-friendly primer, this course takes you through the first crucial steps toward understanding commercial real estate. You'll start with the essentials, then move on to more than a dozen detailed case studies inspired by real-world commercial deals. Pairing these with custom-built investment models, you'll take a hands-on approach to learn exactly how professionals evaluate commercial deals across a wide range of asset types.

4.4/5 average rating from 7,009 students enrolled: ★ ★ ★ ★

  • Access 31 lectures & 4 hours of content 24/7
  • Learn from case studies inspired by real-world deals
  • Learn by doing as you access custom-built investment models
  • Discover how professionals evaluate commercial deals
Symon He | Stanford MBA | Real Estate | Financial & Data Analysis
4.5/5 Instructor Rating: ★ ★ ★ ★

Symon He is a real estate investor and business consultant based out of Los Angeles CA. He currently helps private real estate investors with their acquisitions and deal structuring and advises startup entrepreneurs on their financial models and projections for their businesses. He is also a co-founder of LearnAirbnb, a boutique consultancy and education blog specializing in the home-sharing economy. He also writes articles about real estate, investing, small business, and whatever else he's into at the moment at his personal blog.

205,920 Total Students
19,863 Reviews

Important Details

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

Requirements

  • Any device with basic specifications

Course Outline

  • Course introduction
    • Course introduction & pre-requisitions - 2:24
    • Why investment analysis? Part 1 - 10:17
    • Why investment analysis? Part 2 - 7:41
  • Core concepts
    • What is commercial real estate? - 12:18
    • Commercial real estate asset classes - 6:45
    • Elements of commercial leases - 12:18
    • Types of commercial leases - 15:36
    • Replacement cost - 7:04
    • Highest and best use - 7:48
    • Deal states - 7:14
    • Introduction to the case study investment model template - 8:50
  • Warehouse
    • Industrial warehouse asset class - 19:16
    • Warehouse subdivision example - 7:19
    • Industrial warehouse portfolio example - 8:28
  • Retail
    • Retail asset class - 18:59
    • Simple retail example - 7:21
    • Anchored retail example - 6:10
    • Mixed-use retail example - 8:11
  • Office
    • Office asset class - 16:30
    • Simple neighborhood office example - 8:16
    • Downtown high rise office example - 7:36
    • Built to suit medical office development example - 11:26
  • Multifamily
    • Multifamily case study overview - 5:32
    • Multifamily example: Low initial renovation - 5:12
    • Multifamily example: High initial renovation - 3:20
  • Operating assets
    • Specialty operating assets - 4:09
    • Self storage example - 13:10
    • Economy hotel example - 12:09
    • Parking garage example - 11:23
    • Land banking example - 11:40
  • Congratulations!
    • Congratulations! - 0:41

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61

Fundamentals of Real Estate Investment Analysis

Professional Investment Analysis Techniques for Real Estate investing in Residential & Commercial

By Symon He | in Online Courses

Take a practical approach to master the techniques professionals use to evaluate real estate investment opportunities in this course. From flips and flops to rental income properties, this course offers valuable information on a range of investment opportunities, all presented in an accessible, beginner-friendly format.

4.5/5 average rating from 61,417 students enrolled: ★ ★ ★ ★

  • Access 61 lectures & 6 hours of content 24/7
  • Confidently evaluate the return potential of any real estate investment opportunity
  • Use professional-grade investment models to evaluate your deals
  • Differentiate a good investment from a bad one
  • Use smart investment deal structures w/ business partners
Symon He | Stanford MBA | Real Estate | Financial & Data Analysis
4.5/5 Instructor Rating: ★ ★ ★ ★

Symon He is a real estate investor and business consultant based out of Los Angeles CA. He currently helps private real estate investors with their acquisitions and deal structuring and advises startup entrepreneurs on their financial models and projections for their businesses. He is also a co-founder of LearnAirbnb, a boutique consultancy and education blog specializing in the home-sharing economy. He also writes articles about real estate, investing, small business, and whatever else he's into at the moment at his personal blog.

205,920 Total Students
19,863 Reviews

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • 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

  • Introduction
    • Course overview - 2:33
  • Case study #1 - follow along analysis
    • Case study overview - what to expect - 0:52
    • Why investment analysis? - 6:04
    • Market research part 1 - 16:32
    • Market research part 2 - 7:08
    • Running a back of the envelope analysis - 7:59
    • The rest of the course - 1:44
  • Foundations - investment process
    • The investment process overview - 0:28
    • Originations - 2:30
    • Analysis - 7:33
    • Due diligence - 4:27
    • Financing and closing - 3:09
    • Construction and rehab - 8:32
    • Stabilization - 2:31
    • Exit - 3:07
    • Summary of investment process - 7:47
  • Foundations - investment considerations
    • Investment considerations overview - 0:35
    • External considerations - 11:14
    • Property considerations - 12:54
    • Deal considerations - 9:52
    • Other considerations - 5:49
    • Summary of investment considerations - 12:30
  • Foundations - three primary investment strategies
    • Investment strategies overview - 0:37
    • Core investment strategy - 8:22
    • Opportunistic investment strategy - 11:21
    • Value-added investment strategy - 6:24
    • Investment strategies summary - 7:48
  • Foundations - how to measure returns
    • Introduction to measures of return - 1:48
    • Discounted cash flow and the net present value (NPV) - 5:37
    • The discount rate - 2:42
    • Net present value (NPV) exercise - 7:34
    • Internal rate of return (IRR) - 2:33
    • Internal rate of return (IRR) exercise - 4:24
    • Cash multiple - 1:58
    • Which measure to use? (Part 1) - 6:03
    • Which measure to use? (Part 2) - 4:50
    • The terminal value - 5:53
    • Yields and cap rates - 8:38
    • Summary of measures of return - 7:49
  • Foundations - impact of debt on return
    • What is debt leverage? - 0:54
    • Interest only vs amortized loans - 4:34
    • The loan amortization schedule - 3:57
    • How debt impacts investment returns - 5:07
    • Summary of debt impact - 4:41
  • Case study #2 - advanced rental income property analysis
    • Introduction to the case studies - 1:53
    • Single unit rental income property overview - 0:43
    • Single unit rental income property considerations - 8:34
    • Single unit rental income property analysis. (Part 1) - 7:34
    • Single unit rental income property analysis. (Part 2) - 6:57
  • Case study #3 - advanced fix & flip analysis
    • Single fix & flip overview - 0:59
    • Single fix & flip key considerations - 13:40
    • Single fix & flip investment analysis. (Part 1) - 7:10
    • Single fix & flip investment analysis. (Part 2) - 6:56
  • Case study #4 - multifamily analysis
    • Multifamily investment overview - 4:12
    • Multifamily key considerations - 11:14
    • Multifamily example 1: four-plex apartment - 13:39
    • Multifamily example 2: 196 unit apartment complex - 10:08
  • Case study #5 - multiple properties
    • Multiple properties overview - 2:16
    • Multiple properties key considerations - 5:22
    • Multiple properties example - 10:04
  • Congratulations!
    • Congratulations! - 1:41

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102

Personal Finance Masterclass

Save More, Invest Smarter, Reduce Loans & Retire Easier with This Complete Guide to Understanding Money

By Phil Ebiner | in Online Courses

True financial freedom is a luxury many people never achieve. With this immersive course, however, you'll gain the tools you need to not only manage your wealth but build it so you can attain a new level of financial independence. From budgeting and investing in retirement planning and taxes, this is the online personal finance course to make you truly understand your money.

4.3/5 average rating from 32,456 students enrolled: ★ ★ ★ ★

  • Access 102 lectures & 6 hours of content 24/7
  • Learn to budget & save your money & reduce expenses
  • Understand credit cards & taxes
  • Discuss loans, debts & debt reduction
  • Get a crash course in investing & growing your income
  • Examine retirement basics, planning & post-work financial freedom
  • Navigate real estate, mortgages & other big ticket purchases
Phil Ebiner | Top-Rated Instructor
4.5/5 Instructor Rating: ★ ★ ★ ★

Phil Ebiner's passion is inspiring people through online courses. Since 2012, over 200,000 students have taken his online courses. He graduated with a Bachelor's Degree in Film and Television Production from Loyola Marymount University, Los Angeles. Over the past 5 years, he has shot and edited thousands of videos that have played everywhere from the movie screen and television to film festivals and YouTube.

1,923,010 Total Students
213,953 Reviews

Important Details

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

Requirements

  • Any device with basic specifications

Course Outline

  • First Section
    • Course Intro - 3:13
    • Golden Rule Of Personal Finance - 2:55
    • How to Retire Early in 4 Minutes - 3:50
    • Why the Rich get Richer - 2:55
    • How Does Money Work - 5:00
    • Measuring Your Financial Success - 2:59
  • Budgeting, Savings, Reducing Expenses
    • Section Overview - Budgeting and Reducing Expenses - 0:56
    • Why Your Savings Rate Is So Important - 2:30
    • How to Budget the Smart Way - 5:45
    • 3 Tools to Help Track Spending - 1:05
    • How to Budget with Mint.com - 12:52
    • Budgeting with Excel Free Template - 13:29
    • Why Cut Out the $5 Latte - 5:25
    • Easy Ways to Reduce Expenses - 2:24
    • 3 Biggest Budget Busters - 3:48
    • Emergency Funds - 3:31
    • Banks vs. Credit Union - 4:58
    • Automating your finances - 5:48
    • Fun Frugal Activities - 2:25
  • Grow Your Income: Make More Money
    • Section Overview - Increasing Income - 1:00
    • Increasing Income vs. Reducing Expenses - 4:04
    • How Much Do You Value Your Time - 3:32
    • Getting a Raise-Promotion - 4:06
    • How to Have a Side Income - 2:58
    • Turning Hobbies Into Profit - 3:58
    • The Importance of Work - Life Balance - 2:38
    • How to Make Money Online - 4:03
  • Credit Cards, Credit Scores, and Debit Cards
    • Section Overview - Credit Cards - 0:41
    • How do Credit Cards Work? - 4:39
    • What is a credit score? - 4:46
    • Credit Card Rewards - 3:52
    • Debit vs Credit - 2:39
  • Loans, Debt, and Debt Reduction
    • Section Overview - Debt - 1:19
    • What is a Loan? - 1:53
    • Why Taking Loans Can be a Good Thing - 3:37
    • What Does It Mean to be in Debt? - 7:35
    • Basics of Debt Reduction - 5:13
    • How We Would Get Our of Debt - 4:05
    • Debt Consolidation - 3:24
    • Debt Collections - 4:48
    • Secured vs. Unsecured Debt - 2:52
    • Why You Should Never Co-Sign A Loan - 2:56
  • Investing 101
    • Section Overview - Investing - 1:06
    • Investing Basics - 5:36
    • Alternative Investments - 3:28
    • What Should I Invest In? - 3:50
    • 3 Graphs that Show the Power of Investing - 4:38
    • Compound Interest - 3:12
    • Should I Get A Financial Advisor? - 3:18
    • Reducing Taxes with Investments - 4:01
    • Target Date Funds - 1:42
    • Why I Love Vanguard - 2:37
  • Retirement Basics
    • Section Overview - Retirement - 1:22
    • What is the 4% Rule? - 5:24
    • How Does Retirement Work - 7:44
    • Retirement Account Basics - 4:37
    • What's a Pension? - 1:40
    • How to Start Investing for Retirement - 5:05
    • Does Your Company Have a Bad 401k? - 3:02
    • Should I Count on Social Security? - 2:29
  • Early Retirement and Financial Freedom
    • Section Overview - Early Retirement - 2:13
    • Early Retirement vs Financial Independence - 3:14
    • What Does Retirement Look Like For You- - 2:05
    • Self Reliance and Adaptability - 3:08
    • Calculating Your Net Worth - 2:40
    • How Do I Get My Money When I Retire - 1:52
  • Real Estates, Mortgages, and Buying a Car
    • Section Intro - Real Estate, Mortgages, and Other Big Ticket Purchases - 1:12
    • How Buying a House Works - 6:48
    • How to Save Up for a House Down Payment - 3:55
    • Paying Off a Mortgage vs. Investing - 3:16
    • Car Buying Basics - 4:33
    • How Much Car Can I Afford? - 5:23
    • Should I Get a Car Loan? - 4:58
    • I'm Upside Down On My Car Loan! - 1:49
  • Taxes
    • Section Overview - Taxes - 1:19
    • What are Taxes? - 1:47
    • Higher Tax Bracket Not a Bad Thing - 1:48
    • Why You Don't Want a Tax Refund - 1:59
    • Healthcare Penalties - 1:56
    • Capital Gains Tax - 2:35
    • Should I Do My Taxes Myself- - 3:01
  • Love and Money
    • Section Overview - Love and Money - 2:22
    • Dating Someone With Bad Financial Habits - 3:21
    • How Do Kids Affect Your Finances - 2:37
    • Joint vs. Separate Finances - 5:29
    • Health Insurance - 4:05
    • Life Insurance - 4:39
    • Loaning Money to Friends and Family - 4:15
    • Divorce and Your Finances - 3:40
  • Youth and Money
    • Section Intro - Youth and Money - 2:50
    • Investing for teenagers - 2:01
    • I Want to Move out of My Parents - 5:17
    • My Parents Kicked Me Out - 2:34
    • I Just Received an Inheritance - 3:33
    • Student Loans and Other College Survival Tips - 6:29
    • Forget College Learn a Trade - 2:36
  • Psychology and Money
    • Section Overview - Psychology and Money - 1:38
    • Lifestyle Inflation - 5:15
    • Buy High, Sell Low - 4:47
    • That's Not Saving Money - 2:58
    • Compulsive Spending and Gambling - 2:03
  • Conclusion
    • Thank You - 1:10

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25

The Complete Personal Finance Course

Manage Your Money in Today's Economy, Invest It, & Build Long Term Wealth

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.

4.2/5 average rating from 7,607 students enrolled: ★ ★ ★ ★

  • 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

4.0/5 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.

366,455 Total Students
16,585 Reviews

Important Details

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

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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CFA Level 1 Quantitative Analysis

All the Important Mathematical Formulations & Calculation Steps from the CFA Level 1 QM Chapter

By AnalystPrep | in Online Courses

CFA Level 1 Quantitative Methods Chapter introduces quantitative concepts and techniques used in financial analysis and investment decision making. From the time value of money to probability theory, In this course, you will learn and review all of the important mathematical formulas and calculation steps from the CFA Level 1 QM chapter. Representing 10% of the total CFA Level 1 Exam, Prof. Forjan will make sure you understand well all of the intricacies related to this chapter. This course also includes 95 Quantitative Methods practice questions in PDF format from AnalystPrep's mock exams. The answers file includes detailed explanations and referring LOS.

4.2/5 average rating from 2,793 students enrolled: ★ ★ ★ ★

  • Access 6 lectures & 3 hours of content 24/7
  • Interpret interest rates as required rates of return, discount rates, or opportunity costs
  • Calculate & interpret relative and cumulative relative frequencies
  • Define a random variable, an outcome, an event, mutually exclusive events & exhaustive events
  • Determine the probability that a normally distributed random variable lies inside a given interval
  • Explain the central limit theorem & its importance
  • Identify the appropriate test statistic & interpret the results for a hypothesis test
Analyst Prep | Financial Education Company
4.1/5 Insturctor Rating: ★ ★ ★ ★

James Forjan, PhD, CFA has taught college-level business classes for over 25 years. He currently teaches a number of different graduate and undergraduates classes in Pennsylvania. He received his CFA charter in 2004 and has always been keeping up to date with what is happening in the investment world and with the CFA Institute.

11,336 Total Students
772 Reviews

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

Requirements

  • Any device with basic specifications

Course Outline

  • The Time Value of Money and Market Returns
    • The Time Value of Money (CFA Level 1 – Reading 6) - 22:41
    • Statistical Concepts and Market Returns (CFA Level 1 – Reading 7) - 33:33
  • Common Probability Concepts
    • Probability Concepts (CFA Level 1 – Reading 8) - 48:33
    • Common Probability Distributions (CFA Level 1 – Reading 9) - 45:31
  • Estimations and Hypothesis Testing
    • Sampling and Estimation (CFA Level 1 – Reading 10) - 32:00
    • Hypothesis Testing (CFA Level 1 – Reading 11) - 38:55

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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.

4.5/5 average rating from 173,001 students enrolled: ★ ★ ★ ★

  • Access 229 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
  • And much more!

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

4.5/5 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."

848,585 Total Students
117,588 Reviews

Important Details

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

Requirements

  • Any device with basic specifications

Course Outline

  • 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
  • 2. 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
  • 3. 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
  • 4. 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
  • 5. 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
  • 6. 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
  • 7. 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
  • 8. 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
  • 9. 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
  • 10. 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
  • 11. 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
  • 12. 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
  • 13. 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
  • 14. 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
  • 15. 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
  • 16. "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
  • 17. "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
  • 18. 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
  • 19. 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
  • 20. 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
  • 21. "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
  • 22. "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
  • 23. "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
  • 24. "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
  • 25. "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)
  • 26. 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
  • 27. "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)
  • 28. "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
  • 29. "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
  • 30. "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
  • 31. "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
  • 32. "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
  • 33. 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
  • 34. 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
  • 35. 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
  • 36. 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
  • 37. 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
  • 38. 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
  • 39. 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
  • 40. 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
  • 41. 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
  • 42. 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
  • 43. 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
  • 44. 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
  • 45. 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
  • 46. 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
  • 47. 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
  • 48. 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
  • 49. 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
  • 50. 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
  • 51. 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
  • 52. Ethics & Compliance (Stay Out of Jail)
    • Compliance is CRUCIAL for all Financial Analysts - 10:41
  • 53. 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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