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.