The Complete Personal Finance Master Class Bundle

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

• Introduction

• What is Volume? - 7:16
• Quiz 1
• Adding Volume Indicators on Your Charts
• Custom Thinkorswim Volume Indicator

• Using VWAP (Volume Weighted Average Price)
• Quiz 2
• Using OBV (On-Balance Volume)
• Quiz 3
• Volume Profile
• Quiz 4

• Supply & Demand
• Quiz 5
• Stock Breakouts & Volume
• Quiz 6
• Volume Exhaustion
• Quiz 7

• Examples & Analysis

• Trading Platform Download
• Trading Platform Setup & Overview - 29:54
• Risk-Free Trading Practice - 6:58
• Final Notes
• [Ebook] Master the Market

• Introduction - 1:55

• 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

• 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

• What Is Fundamental Analysis? - 4:22
• Fundamental Websites
• Quiz 10

• Controlling Emotions (Trading Psychology) - 6:00
• Quiz 11
• Managing Risk - 5:23
• Quiz 12
• Placing a Trade (Order Types) - 7:24
• Quiz 13

• 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
• [Ebook] Master the Market

• Course introduction & pre-requisitions - 2:24
• Why investment analysis? Part 1 - 10:17
• Why investment analysis? Part 2 - 7:41

• 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

• Industrial warehouse asset class - 19:16
• Warehouse subdivision example - 7:19
• Industrial warehouse portfolio example - 8:28

• Retail asset class - 18:59
• Simple retail example - 7:21
• Anchored retail example - 6:10
• Mixed-use retail example - 8:11

• 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 case study overview - 5:32
• Multifamily example: Low initial renovation - 5:12
• Multifamily example: High initial renovation - 3:20

• 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! - 0:41

• Course overview - 2:33

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• Multiple properties overview - 2:16
• Multiple properties key considerations - 5:22
• Multiple properties example - 10:04

• Congratulations! - 1:41

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• Thank You - 1:10

• 1.Course Welcome - 1:14
• 2.1.Course Overview - 7:18

• 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

• 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

• The Time Value of Money (CFA Level 1 – Reading 6) - 22:41
• Statistical Concepts and Market Returns (CFA Level 1 – Reading 7) - 33:33

• Probability Concepts (CFA Level 1 – Reading 8) - 48:33
• Common Probability Distributions (CFA Level 1 – Reading 9) - 45:31

• Sampling and Estimation (CFA Level 1 – Reading 10) - 32:00
• Hypothesis Testing (CFA Level 1 – Reading 11) - 38:55

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• Side Note: Important Compliance Topics - 3:20
• Please Be Careful and Always Compliant. Thanks - 3:51

• 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

• 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

• 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

• 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

• 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

• 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

• 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)

• 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

• 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)

• Getting Hired as a Mutual Fund Analyst: 9 GREAT Strategies - 5:45
• Getting Hired as a Hedge Fund Analyst - 9:47

• How to Manage Up (Yep - Your Boss Who is the Portfolio Manager) - 3:35
• Politics in Hedge Funds to Be Aware of - 3:33

• How to Manage Up (Yep - Your Boss Who is the Portfolio Manager) - 3:27
• Politics in Mutual Funds to Be Aware of - 1:53

• 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

• 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

• Equity Sales Overview - 2:16
• Equity Sales Pros and Cons - 2:53
• Equity Sales Day in the Life - 5:50

• 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

• Computer / Artificial Intelligence Overview - 1:10
• Computer / Artificial Intelligence Pros and Cons - 3:29
• Computer / Artificial Intelligence Day in the Life - 4:11

• Private Equity Overview - 1:34
• Private Equity Day in the Life - 3:42
• Private Equity Pros and Cons....AND A SURPRISE! - 3:02

• Private Wealth Management Overview - 3:42
• Private Wealth Management Pros and Cons - 3:02
• Private Wealth Management Day in the Life - 2:42

• 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

• Introducing Your "7 Step Financial Statement + Modeling + Valuation Template" - 6:52
• Step 1: Financial Modeling Best Practices - 5:23

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• Compliance is CRUCIAL for all Financial Analysts - 10:41

• WOW WHAT A FINISH! Putting it all Together! - 5:48
• Introducing Our NEW MBA Degree Program - 2:44