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A 9-Course Guide to Recession-Proofing Your Finances

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31

Create a Budget that Works

Make Your Money Work for You by Learning to Budget Better

By Judy Lawrence | in Online Courses

For most people, budgeting is a complicated chore. However, by simply paying a little closer attention and planning for the surprise expenses that inevitably come around every year, you can gain better control over your finances and be more comfortable spending your money where you want to spend it. This course will teach you proven methods to tighten your financial belt a little now, so you can more confidently loosen it later.

  • Access 31 lectures & 2 hours of content 24/7
  • Understand & see clearly why your debt balance keeps growing, even though you are making money
  • Build a monthly spending plan that makes sense & works
  • Discover where your spending leaks are & how to stop them
  • Prepare yourself for budget-busting surprise expenses & have a plan for handling them
  • Plan your gift & holiday expenses & avoid the holiday debt hangover
  • Gain more mindfulness, confidence & solid mastery over your finances

Instructor

Judy Lawrence is a professional Financial Counselor, Budget Coach and founder of www.moneytracker.com. She is the author of The Budget Kit: Common Cents Money Management Workbook 6th Ed (Kaplan Publishers -Over 425,000 copies in print). The Budget Kit is a perennial bestseller for Kaplan Publishing (previously Dearborn Publishers) for over 20 years and other publishers before that.

This time-tested workbook is now in its fourth decade serving multiple generations. When Judy originally self-published “Common Cent$” she was ahead of her time with her pioneering concepts for creating a basic, complete and user-friendly budgeting system in layman’s terms along with visual hands-on worksheets for quick understanding. And these concepts continue to stay relevant and effective.

Important Details

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

Requirements

  • Internet access required

Course Outline

  • Documents to Download Before you Begin
    • Document Downloads - The Budget Kit 6th Edition eBook
    • Download Documents - PDF Worksheets from The Budget Kit eBook
    • Document Downloads - Excel Package
    • New Lecture
  • Step 1: Introduction and Gathering the Pieces
    • Overview of Course and Product Downloads - 3:40
    • Documents to Get Started Successfully - 6:30
    • What Worked and Didn't Work Before - 6:54
    • Variable Income Document
  • Step 2: Discovering the Missing Link
    • Documents for Step 2 - Course Worksheets Folder
    • Overview of Discovering the Missing Links and Tools You Will Use - 5:06
    • Getting Started - Uncovering those Periodic Surprise Expenses - 10:55
    • Managing Hidden Lifestyle and Holiday Surprise Expenses - 9:47
    • Most Overlooked Expense of the Missing Link - 14:04
    • Master your Finances while Conquering the Missing Link - 13:52
    • How Others Conquered the Missing Link
  • Step 3: Create a Monthly Spending Plan that Works for You
    • Documents for Step 3 - Course Worksheets Folder
    • Overview for Creating a Monthly Spending Plan - 9:31
    • Managing Your Income and Fixed Expenses More Mindfully - 9:31
    • The Forgotten Monthly Expenses - 15:03
    • Now What? Putting All the Information Together - 7:27
    • Timing and Planning is Everything - 10:25
    • How Others Created Successful Monthly Spending Plans
  • Step 4: Tracking the Spending Leaks
    • Documents for Step 4 - Course Worksheets Folder
    • Overview for Tracking the Spending Leaks - 6:42
    • Successful Tracking Techniques - 19:31
    • What Bill Gates, Beatles & Ben Franklin Have in Common with Tracking - 8:34
    • Notice if Spending is in Alignment with Your Priorities - 9:17
    • What Others Discovered while Tracking their Expenses
  • Step 5: Financial Wrap Up - Review, Compare and Adjust
    • Summary - Taking That First Step - 1:52
    • Five Step Review - 10:40
    • Special Coaching Package

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16

Real Estate Investing Basics

Get Effective Real Estate Investing Insights to Create Cash-Flow & Real Wealth

By Brian Cliette | in Online Courses

Real estate has grown to become one of the most explored and ventured business around. However, real estate investment can lead to unimaginable losses if you are not aware of the nuances and intricacies of this business. This 2-hour real estate investment course introduces you to the basic tactics that you must know to survive in the real estate business. It gives you an insider's view of the business, giving you time-tested tips and advice for situation-based issues. Aside from this, the course also discusses important topics like financing options, selecting a property manager, which are both an integral part of the real estate business.

  • Access 16 lectures & 1 hour of content 24/7
  • Know how to spot & avoid scammers and con artists that prey on newbie investors
  • Learn how to rent to Section 8 & other governmental rent voucher programs
  • Know the best method to finance a real estate investment
  • Understand basic real estate legal & tax structures
  • Turn around an initially bad real estate investment

Instructor

Brian Cliette is a keynote speaker, author, consultant and corporate trainer in Digital Marketing Optimization Strategies, Social Media Marketing, and Brand Visibility. He is a globally recognized authority on digital marketing Industry. He dually serves as an Instructor of Marketing and Social Media in the School of Hospitality Mgmt. at The Penn State University and serves as a Lead Consultant for several silicon valley based startups.

Important Details

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

Requirements

  • Microsoft Excel (not included)
  • Internet access
  • Basic understanding of Real Estate is helpful but not mandatory

Course Outline

  • How Not to Invest in Real Estate
    • Intro - 6:21
  • Investing For The Long Term and Other Advice
    • Why you Must Invest for the Long Term - 8:28
    • Investing For The Long Term Outline
    • Why you must develop your own team - 11:01
    • Never Let Your Agent Talk to the Bank!!
    • Why buying a property that you wouldn't mind living in is a great idea - 4:54
    • Why you Should Buy with Cash - 7:08
  • Tax & Legal Tips, Avoiding Property Managers, and The Art of Becoming Handy
    • Property Managers a Con Artist's Paradise - 17:31
    • Taxes and Legal Stuff - 4:23
    • How to get started doing your own Repairs - 7:18
  • Tenants 101 the life blood of Real estate
    • How to Find the Perfect Tenant - 6:43
    • Is Section 8 Is it worth the Headache? - 8:42
    • How to Develop a rapport with your tenants - 5:12
  • My Last bit of Advice for all new and future landlords
    • Things to Consider if you're serious about to start investing - 15:03
    • How to Make Lemonade out of spoiled Lemons, muddy water and Salt!! - 15:46
    • Closing thoughts and Recap.

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14

How to Generate Passive Income with Dividend Investing

Master Proven Strategies to Build Long-Term Wealth While Enjoying Short-Term Cashflow

By Bryan Guerra | in Online Courses

Dividend Investing is a sure-fire way to generate passive income every single month. It's also one of the most proven methods to build long-term wealth. Learn how to invest your money into reputable companies so that money compounds up to 12% returns (or more) over time. Also, learn how to spot reliable dividend-paying companies that will pay you passive income every single month just for investing in them. Stop working for money and put your money to work for you!

  • Access 14 lectures & 1 hour of content 24/7
  • Learn how to invest in dividend stocks
  • Understand the difference between safe & risky investments
  • Spot unreliable stocks to invest in
  • Look at company balance sheets
  • Learn how to invest for your short term & long term goals

Instructor

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 that accelerate the success of aspiring Entrepreneurs so they can live the lives they want.

Important Details

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

Requirements

  • Internet access required

Course Outline

  • Why Dividend Investing is a Massive Tool for Building Wealth & Passive Income
    • 1.Why Dividend Investing can be a Massive Tool for Building Wealth & Passive Income - 10:09
  • Introduction to Dividend Investing
    • 2.Which Stock Platform is Right for You - 3:28
    • 3.Why You Should Invest Your Money & Not Just Save It - 5:23
    • 4.The Power of Compound Interest & Starting Early - 4:57
  • Important Things to Remember About Dividend Investing
    • 5.Disclaimer - 1:54
    • 6.Biggest Mistakes to Avoid when Investing - 7:22
    • 7.Important Things to Remember About Dividends - 5:05
  • Balance Sheets & Cashflow Analysis
    • 8.Balance Sheets & Cashflow Analysis - 15:31
  • Building Your Portfolio
    • 9.Biggest Mistake to Avoid When Building a Dividend Portfolio - 2:28
    • 10.Importance of Understanding a Company's History with Past Dividends - 1:28
    • 11.Dividend Companies to Pay Attention to - 18:16
    • 12.The Power & Scalability of a Dividend Portfolio & the Passive Income it Provides You - 9:02
    • 13.Understanding Tax Liability With Stocks - 2:35
  • Course Wrap Up
    • 14.Course Wrap Up - 0:53

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Content
22 hours
Lessons
228

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? Well, see you on the other side.

  • Access 228 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

Instructor

Chris Haroun 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.

Important Details

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

Requirements

  • Latest version of Excel (not included)

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

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30

LifePower: Credit, Debt, Saving, Investing & Buying a Home

Learn How to Build & Manage Your Credit, Handle Debt, & Much More

By Eazl | in Online Courses

Your ability to use modern financial tools and systems is a crucial ingredient for a successful and happy life. Credit scores, loans, mortgages, and financial instruments like index funds, mutual funds, stocks, and bonds are fundamental to existence today. Through this financial empowerment course, you'll learn how to use credit and debts, manage your cash flow, how to save and start investing, how to buy real estate in your name, and much more. Time to be a real person!

  • Access 30 lectures & 2 hours of content 24/7
  • Build & manage your credit score
  • Use credit cards responsibly
  • Take out & manage personal loans
  • Learn how to manage personal budgeting, saving, investing & buy real estate

Instructor

Eazl is a totally new approach to business education, offering practical business courses in HD that fuse animation, interviews, templates, and interactive exercises to achieve better outcomes for participants in the community. They deliver business tools based on research from institutions like MIT, Harvard, and Stanford in a beautiful format that is optimized for maximum learning and retention and their team responds to your questions to support your learning outcomes.

Important Details

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

Requirements

  • Internet access required

Course Outline

  • Financial Empowerment: Let’s Learn to Work the System
    • Meet Your Instructor and Get into the Driver’s Seat - 5:48
    • LifePower: Credit, Debt, Saving, Investing, & Buying a Home [Course Trailer] - 0:50
  • How to Build Credit and Use the Credit System
    • Don’t Let the System Use You - 1:43
    • Interest and the Powerful Two - 2:30
    • The 10/20/50 Rule of Interest Rates - 3:04
    • A Brief Introduction to Personal Credit - 2:46
    • Are We in the Matrix? Let’s Talk about Credit Scores - 5:33
    • SideBYSide: Let’s Look at the Teacher’s Credit Score (and Yours) - 3:44
    • Using Credit Cards Like a Boss - 5:26
    • How to Use Balance Transfers to Stash Debt - 6:40
    • Courage and Cash Flow - 1:16
  • The Cash Flow Dojo and the Battle for Your Future Self
    • Welcome to the Cashflow Dojo - 1:54
    • The Work to Wealth System - 6:08
    • SideBYSide: Let’s Visualize Your Income - 3:01
    • SideBYSide: Let’s Import and Visualize Your Expenses - 12:14
    • 4 Ways to Improve Your Cash Flow - 5:20
    • Saving and the Battle for Your Future Self - 2:15
    • The Three Savings Sisters - 8:12
    • The Joneses, the Big Battle, and Good Retail Therapy - 4:44
  • Sow and Harvest: Getting Started as an Investor
    • Three Mindset Shifts and Overcoming the Monkey Brain - 5:45
    • Don’t Avoid Risks. Manage Them. - 4:05
    • Thinking Rich: Making Your Money Work for You - 6:44
    • Hands-on Investing: Let’s Explore Your Options - 7:44
    • Video Quiz: Three Questions to Challenge Your Investor’s Mindset - 1:49
  • How to Buy Your First Home and Use Mortgage Loans
    • Welcome to My Home (Let’s Get You to Yours) - 5:33
    • Mortgages: How Most People Fund Home Purchases - 9:28
    • The 5 Kinds of Properties (and How Real Estate Makes You Wealthy) - 6:28
    • How to Build a Good Home Buying Team - 3:23
    • Tips for Negotiating with the Seller of a Property - 5:51
    • Congratulations! Your Certificate is Ready for You - 1:39

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19

Online Residual Income Business Models

Generate Online Residual Income & Start Working From Home

By Mark Timberlake | in Online Courses

Ever been curious about how people make a living online working from home? The answer is online residual income, and this course is designed for beginners who want to understand how these models work and what opportunities are available. You'll learn the principles of creating digital resources so you can easily generate passive income. By course's end, you'll have a much clearer vision of how to start an online business.

  • Access 19 lectures & 1 hour of content 24/7
  • Understand how residual income works
  • Learn how compound interest in residual income models can take you to a 7 figure income in just 5 years
  • Identify the right model & starting point for you
  • Discover standard strategies for creating online residual income businesses
  • Explore critical mass, residual income models & more

Instructor

Mark Timberlake runs a marketing company called SME Heroes, which specializes in training on all things to do with online course creation and online marketing. He has extensive experience with online business in various forms over the last 14 years and loves to share his hard one lessons and techniques for online business success. In addition, he also has over 12 years of experience in online retail and over 6 years of experience as a commercial photographer. This means he has a deep breadth of experience that comes through in his courses which are always designed to be easy to understand and to pass on the practical skills he has learned.

Important Details

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

Requirements

  • Internet access required

Course Outline

  • Introduction
    • The Course Introduction - A Description Of The Course And What It Covers - 1:52
  • Residual Income - The Different Types Explained
    • Residual Income - An Explanation Of The Concept - 8:21
    • Traditional Residual Income Models - 4:17
    • Online Digital Residual Income Models - 4:55
  • An Amazing Opportunity
    • The Digital Education Age - 8:32
  • Residual Income Growth Plan
    • The 5 Year - $6 Million Plan - 14:03
    • Sample Excel Spreadsheet
  • Online Digital Residual Income Models
    • Three Models To Choose From - 2:13
    • The Platform Builder - 3:43
    • The Entertainer - 2:24
    • The Educator - 2:59
    • The Resource Creator - 2:32
    • The Super Builder - 4:17
  • Strategies For Planning And Building An Online Residual Income Business
    • Simple Strategies - The Platform Builder - 15:19
    • Simple Strategies - The Content Builder - 18:58
    • Choosing Your Path - 10:19
    • Digital Income Platform / Software Links
    • Residual Income Quiz
  • Summary
    • Summary for the course - 1:05

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99

Individual Retirement Accounts (IRAs) & Taxes

Understand Traditional & Roth IRAs, the Tax Benefits of Each, and Practice Tax Planning

By Robert Steele CPA | in Online Courses

This 6-hour course will discuss the tax benefits of traditional individual retirement accounts (IRAs), including how to record deductions related to traditional IRAs on tax forms, using actual tax forms as examples to demonstrate scenarios. Understand contribution limits to both traditional and Roth IRAs and how those contribution limits interplay with other types of retirement accounts. This course will also cover retirement savings contributions credits, including qualification credits and examples of how to report the credit using actual tax forms.

  • Access 99 lectures & 6 hours of content 24/7
  • Understand the tax benefits of traditional individual retirement accounts (IRAs) & its contribution limits
  • Know the tax benefits of Roth IRAs & its contribution limits
  • Compare & contrast traditional and Roth IRAs
  • Understand retirement savings contributions credits, including qualification credits & examples of how to report the credit using actual tax forms

Instructor

Robert Steele has experienced working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.

Important Details

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

Requirements

  • Some understanding of US income tax law

Course Outline

  • Introduction
    • Documents to Download for Reference
    • PDF - 210 What's New & Reminders
    • 205 (IRA) Individual Retirement Account - 4:37
    • 210 What's New & Reminders - 12:07
    • PDF - 214 Introduction
    • 214 Introduction - 7:44
    • PDF - 217 Table How Are a Traditional IRA and a Roth IRA Different
    • 217 Table How Are a Traditional IRA and a Roth IRA Different - 10:16
  • Traditional (IRAs) Individual Retirement Account
    • PDF - 305 Traditional IRAs Introduction & What Is Compensation
    • 305 Traditional IRAs Introduction & What Is Compensation - 10:50
    • PDF - 308 How Can a Traditional IRA Be Opened Introduction
    • 308 How Can a Traditional IRA Be Opened Introduction - 4:17
    • 308 How Can a Traditional IRA Be Opened - 4:17
    • PDF - 310 How Can a Traditional IRA Be Opened Individual Retirement Account
    • 310 How Can a Traditional IRA Be Opened Individual Retirement Account - 7:14
    • PDF - 314 Individual Retirement Annuity
    • 314 Individual Retirement Annuity - 4:07
    • PDF - 321 SIMPLE IRAs
    • 321 SIMPLE IRAs - 2:35
    • PDF - 324 Simplified Employee Pension (SEP)
    • 324 Simplified Employee Pension (SEP) - 2:51
    • PDF - 327 How Much Can Be Contributed
    • 327 How Much Can Be Contributed - 1:38
    • PDF - 331 General Limit
    • 331 General Limit - 6:59
    • PDF - 334 Kay Bailey Hutchison Spousal IRA Limit
    • 334 Kay Bailey Hutchison Spousal IRA Limit - 2:58
    • PDF - 337 Filing Status
    • 337 Filing Status - 4:46
    • PDF - 341 Less & More Than Maximum Contributions
    • 341 Less & More Than Maximum Contributions - 3:48
    • PDF - 344 When Can Contributions Be Made
    • 344 When Can Contributions Be Made - 12:27
    • PDF - 347 How Much Can You Deduct
    • 347 How Much Can You Deduct - 6:21
    • PDF - 351 Are You Covered by an Employer Plan
    • 351 Are You Covered by an Employer Plan - 13:48
    • PDF - 354 Limit if Covered by Employer Plan
    • 354 Limit if Covered by Employer Plan - 17:49
    • 354 Tax Software Limit if Covered by Employer Plan - 6:38
    • PDF - 357 Figure Reduced IRA Deduction & Reporting Deduction Contributions
    • 357 Figure Reduced IRA Deduction & Reporting Deduction Contributions - 4:02
    • PDF - 361 Nondeductible Contributions
    • 361 Nondeductible Contributions - 11:22
    • PDF - 364 Examples—Worksheet for Reduced IRA Deduction for 2018
    • 364 Examples—Worksheet for Reduced IRA Deduction for 2018 - 7:57
    • PDF - 367 What if You Inherit an IRA
    • 367 What if You Inherit an IRA - 9:29
    • PDF - 371 Can You Move Retirement Plan Assets
    • 371 Can You Move Retirement Plan Assets - 2:31
    • PDF - 374 Trustee-to-Trustee Transfer
    • 374 Trustee-to-Trustee Transfer - 2:33
    • PDF - 377 Can You Move Retirement Plan Assets Rollovers
    • 377 Can You Move Retirement Plan Assets Rollovers - 13:11
    • PDF - 381 Time Limit for Making a Rollover Contribution
    • 381 Time Limit for Making a Rollover Contribution - 14:30
    • PDF - 383 Rollover From One IRA Into Another
    • 383 Rollover From One IRA Into Another - 15:28
    • PDF - 387 Rollover From Employer's Plan Into an IRA
    • 387 Rollover From Employer's Plan Into an IRA - 17:38
    • PDF - 391 Rollover Chart
    • 391 Rollover Chart - 9:08
    • PDF - 394 Transfers Incident to Divorce
    • 394 Transfers Incident to Divorce - 6:42
    • PDF - 397 Converting From Any Traditional IRA Into a Roth IRA
    • 397 Converting From Any Traditional IRA Into a Roth IRA - 9:45
    • PDF - 407 When Can You Withdraw or Use Assets
    • 407 When Can You Withdraw or Use Assets - 3:03
    • PDF - 411 Contributions Returned Before Due Date of Return
    • 411 Contributions Returned Before Due Date of Return - 5:52
    • PDF - 414 Prohibited Transactions
    • 414 Prohibited Transactions - 3:55
    • PDF - 417 Prohibited Transactions
    • 417 Prohibited Transactions - 10:51
    • PDF - 421 Exempt Transactions
    • 421 Exempt Transactions - 2:55
    • PDF - 424 Investment in Collectibles
    • 424 Investment in Collectibles - 5:39
    • PDF - 427 Excess Contributions
    • 427 Excess Contributions - 14:33
    • PDF - 434 Reporting Additional Taxes
    • 434 Reporting Additional Taxes - 8:09
  • Roth (IRAs) - Roth Individual Retirement Account
    • PDF - 505 Roth IRAs Introduction
    • 505 Roth IRAs Introduction - 7:22
    • 510 What Is a Roth IRA - 11:55
    • PDF - 514 Can You Contribute to a Roth IRA
    • 514 Can You Contribute to a Roth IRA - 8:59
    • PDF - 517 How Much Can Be Contributed
    • 517 How Much Can Be Contributed - 7:06
    • PDF - 521 Table Effect of Modified AGI on Roth IRA Contribution
    • 521 Table Effect of Modified AGI on Roth IRA Contribution - 6:53
    • PDF - 524 When Can You Make Contributions & What if You Contribute Too Much
    • 524 When Can You Make Contributions & What if You Contribute Too Much - 8:54
    • PDF - 527 Can You Move Amounts Into a Roth IRA
    • 527 Can You Move Amounts Into a Roth IRA - 17:43
  • Retirement Savings Contributions Credit
    • PDF - 610 Contributions Credit What’s New & Introduction
    • 610 Contributions Credit What’s New & Introduction - 8:25
    • PDF - 615 Contributions Credit Can you claim the credit
    • 615 Contributions Credit Can you claim the credit - 10:51

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24

Introduction to the Waterfall: How to Invest with Partners

Use This Key Framework for Structuring Real Estate Investments with Business Partners

By Symon He | in Online Courses

Splitting profits with partners isn't so cut-and-dry when it comes to investing in real estate. What if each person is contributing different amounts of capital or labor? What if one partner is contributing more money and zero labor? In situations like these and more, real estate professionals rely on the Waterfall Distribution Framework. In this course, you'll discover what the framework is and how it's used for investments; and you'll learn how it's applied with two example case studies to learn from.

  • Access 24 lectures & 1 hour of content 24/7
  • Learn how to split profits w/ partners via the Waterfall Distribution Framework
  • Use the Waterfall Framework to structure your investments in real estate

Instructor

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.

Important Details

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

Requirements

  • PC or Mac
  • Internet access required

Course Outline

  • Introduction
    • Course Overview - 2:18
  • Why invest with others?
    • Why invest with others - 3:32
    • Risks - 1:28
    • Intro to waterfall - 10:33
  • The waterfall framework
    • Waterfall example overview - 2:11
    • No Waterfall - 4:08
    • Two Tier Waterfall - 3:09
    • Three Tier Waterfall - 3:36
    • Four Tier Waterfall - 5:17
    • Waterfall Summary - 5:41
    • Which Waterfall To Use - 2:15
  • Money losing investment
    • What happens if the investment loses money? - 0:30
    • Money Losing Waterfall Example - 4:53
  • Additional waterfall examples
    • Rental Income Property Model with Waterfall - 6:55
    • Fix and Flip Waterfall Model - 5:25
    • Restaurant Example - 9:21
    • Parking Garage Example - 5:39
    • Other uses for waterfall - 1:19
  • Closing thoughts
    • Closing thoughts - 1:49
  • Bonus material - deep dive into the waterfall modeling
    • Waterfall model deep dive - 0:56
    • Modeling out the preferred return - 10:19
    • Modeling IRR and Cash Multiple - 7:55
    • Modeling the catchup - 6:42
    • Wrapping up Model - 4:20

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34

The Complete Stock Market Investing Guide for Beginners

The Step-by-Step Guide to Finding & Investing in Winning Stocks, Diversifying Your Portfolio, Minimizing Risk, and Much More!

By Travis Rose | in Online Courses

The Complete Stock Market Investing Guide for Beginners is a step-by-step guide to getting started with stock market investing. You'll learn how to get your investing account opened and set up, as well as everything you'll need to know to find and buy your first winning stock and many more beyond that. You'll be learning from a self-taught, full-time day trader and investor on a mission to help other investors avoid the same mistakes that he made early on in his career.

  • Access 34 lectures & 2 hours of content 24
  • Understand what stocks are
  • Know how to open an investment account
  • Learn about brokerage accounts
  • Learn how to find winning stocks w/ a step-by-step analysis guide

Instructor

Travis Rose has been trading full-time for over 5 years now. He 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!

Important Details

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

Requirements

  • Internet access required

Course Outline

  • Introduction
    • Introduction - 1:29
  • The Basics
    • What Are Stocks? - 3:37
    • Quiz 1
    • How Much Money Do You Need? - 2:21
    • Quiz 2
    • Opening An Investment Account - 5:06
    • Quiz 3
    • Brokerage Account Walkthrough - 13:07
  • Investing 101
    • Finding Winning Stocks (Step-By-Step Guide) - 24:20
    • Quiz 4
    • Analysis Websites
    • Earning From Dividends - 6:03
    • Quiz 5
    • Dividend Calendar
    • Diversifying Your Portfolio - 4:56
    • Quiz 6
    • Creating An Investment Plan - 6:47
    • Quiz 7
    • Rebalancing Your Portfolio - 5:13
    • Quiz 8
    • Understanding Order Types - 5:25
    • Quiz 9
    • How Investments Are Taxed - 5:58
    • Quiz 10
  • Top 5 Investing Rules
    • Rule #1 - 1:19
    • Rule #2 - 0:51
    • Rule #3 - 1:55
    • Rule #4 - 1:42
    • Rule #5 - 1:18
  • Bonus
    • Stock Market Dictionary - 10:12
    • Stock Market Dictionary [Text]
    • Thinkorswim Platform Setup & Overview - 29:54
  • Final Notes
    • Final Notes
    • [Ebook] Master the Market

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  • Unredeemed licenses can be returned for store credit within 15 days of purchase. Once your license is redeemed, all sales are final.