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The Complete Financial Analyst Training & Investing Course (Udemy.com)

Succeed as a Financial Analyst &Investor by Award Winning MBA Prof who worked @Goldman, in Hedge Funds & Venture Capital

4.6
34,314 reviews

Created by: Chris Haroun

Last updated May 2025

Our take

Based on the ratings of 34,314 students, a sample of their written reviews and the syllabus, as the course stood in May 2025. No course pays to be reviewed.

This is Chris Haroun's biggest course, about 23 hours across 230 lectures, framed as a new hire training program at a pretend bank. The syllabus covers macroeconomics, a tour of 14 finance job roles, portfolio management in Excel, and a set of case studies where students build the financial statements, model, and valuation for a fictional company called Shark VR. It is pitched at complete beginners with no finance or Excel background, and even a lukewarm three-star reviewer concedes the Excel side is useful for beginners. Around 280,000 students have enrolled.

Students like the instructor's energy. Reviewers describe him as fun, down to earth, and full of real-life examples and experience, and several say the practical, no-theory approach makes a complex subject easy to follow. Nearly 9 in 10 of the 34,000 ratings are four or five stars. The complaints are few but specific. One three-star review says the finance content stays on the surface and promises depth that never arrives, and that the course is more Excel than financial analysis. Another reviewer notes the portfolio dashboard spreadsheet broke because Yahoo Finance changed, and a third wants proper assignments, since there are only four quizzes.

The course was last updated in May 2025, so most of it is current even if one spreadsheet lags behind a data source. Next to Introduction to Finance, Accounting, Modeling and Valuation on the same list, this one is the broad career overview rather than a focused modeling drill, at least judging by the syllabus. Take it if you want a wide map of the finance industry and a first pass at Excel modeling. Look elsewhere if you need rigorous valuation practice.

Best forComplete beginners who want a wide map of finance jobs plus a first go at building statements and a DCF in Excel.
Skip it ifYou already know the basics and want deep, rigorous valuation practice with graded assignments.

Pros

  • Case studies model a fictional company's statements, DCF, and IPO from scratch in Excel
  • Covers 14 finance roles with pros, cons, and how to get hired in each
  • Reviewers find the instructor fun, down to earth, and full of real-life examples and experience
  • Refreshed in May 2025, with 88 percent of 34,000 ratings at four or five stars

Cons

  • One reviewer says the finance content stays on the surface and leans more on Excel than analysis
  • Only four quizzes and no assignments, so there is little to check what you learned
  • The portfolio dashboard spreadsheet reportedly broke after Yahoo Finance changed its data
I like the trainer, he is fun and down to earth and has real on the ground experience
David Lim, a student

Listed as all levels, but it really suits newcomers; no finance or Excel background is assumed and one reviewer says the finance side stays shallow.

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What you will learn

  • 22+ hour complete financial analyst course!
  • #1 Best Selling Investing Course on Udemy!
  • How to pick stocks.
  • 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.
  • How to come up with hedge fund investment ideas (longs and shorts) using an easy to understand top down and bottoms up research process.
  • Identify crucial catalysts (timed events) in order to know when the optimal time is to buy or short a stock.
  • Understand how investment banks (the 'Sell Side') can help you be more successful in a hedge fund or mutual fund career.
  • Analyze and understand an income statement (even if you have no experience with income statements).
  • Analyze and understand a balance sheet (even if you have no experience with balance sheets).
  • Analyze and understand a cash flow statement (even if you have no experience with cash flow statements).
  • Understand and use modeling best practices so you can create financial models.
  • Know where to get data in order to build a financial model (in depth understanding of identifying and using/navigating the best free websites and sources to build your financial model)!
  • Create a financial model (projecting the future) for an income statement.
  • Other valuation methodologies, including EV/Sales, EV/EBITDA, P/B, EV/FCF, etc.
  • Create a financial model (projecting the future) for a balance sheet.
  • Create a financial model (projecting the future) for a cash flow statement.
  • Understand valuation best practices so you can create target prices based on your financial models.
  • How to use Discounted Cash Flow (DCF) and how to create the Weighted Average Cost of Capital and Terminal values in order to pick target prices.
  • How to use P/E in order to pick target prices.
  • How to use P/R in order to pick target prices.
  • Come up with a target price based on an average of several different valuation methodologies.
  • Learn about 14 different Financial Analyst jobs and how they overlap and work together (including Investment Banking, Venture Capital, Private Equity, Private Wealth Management etc.).
  • Investment Banking: Understand from a high level perspective what an Investment Bank is as well as what the role/job is of an Investment Banking Financial Analyst, including the pros and cons.
  • Venture Capital: Understand from a high level perspective what a Venture Capital firm is as well as what the role/job is of a Venture Capital Financial Analyst, including the pros and cons.
  • Private Equity: Understand from a high level perspective what a Private Equity firm is as well as what the role/job is of a Private Equity Financial Analyst, including the pros and cons.
  • Private Wealth Management: Understand from a high level perspective what a Private Wealth Management firm is as well as what the role/job is of a Private Wealth Management Financial Analyst, including the pros and cons.
  • Sell Side Research Analyst: Understand from a high level perspective what a Sell Side Research Analyst’s firm is as well as what the role/job is of a Sell Side Research Financial Analyst, including the pros and cons.
  • Sales Trader: Understand from a high level perspective what a Sales Trader’s firm is as well as what the role/job is of a Sales Trader Financial Analyst, including the pros and cons.
  • Buy Side Trader: Understand from a high level perspective what a Buy Side Trader’s firm is as well as what the role/job is of a Buy Side Trader Financial Analyst, including the pros and cons.
  • Mutual Fund: Understand from a high level perspective what a Mutual Fund is as well as what the role/job is of a Mutual Fund Financial Analyst, including the pros and cons.
  • Sell Side Trader: Understand from a high level perspective what a Sell Side Trader’s firm is as well as what the role/job is of a Sell Side Trader Financial Analyst, including the pros and cons.
  • Large Non Finance Company: Understand from a high level perspective what a Large Non Finance Company firm is as well as what the role/job is of a Large Non Finance Company Financial Analyst, including the pros and cons.
  • Equity Capital Markets: Understand from a high level perspective what an Equity Capital Markets’ firm is as well as what the role/job is of a Equity Capital Markets Financial Analyst, including the pros and cons.
  • Hedge Fund: Understand from a high level perspective what a Hedge Fund is as well as what the role/job is of a Hedge Fund Financial Analyst, including the pros and cons.
  • Equity Sales: Understand from a high level perspective what an Equity Sales’ firm is as well as what the role/job is of an Equity Sales Financial Analyst, including the pros and cons.
  • Tech / Artificial Intelligence: Understand from a high level perspective what a Tech / Artificial Intelligence’s firm is as well as what the role/job is of a Tech / Artificial Intelligence Financial Analyst, including the pros and cons.
  • Learn what finance role you are most passionate about pursuing.

Course content

54 sections · 230 lectures · 23 hours of video 4 quizzes, 8 articles

  1. 1Course Introduction & How to Take this Course 2 free previews9 lectures · 35 min
  2. 2Optional Exercise: Decide What Financial Analyst Role Interests You the Most3 lectures · 7 min
  3. 3Global Macroeconomics + How the World of Finance Works + Excel Part 1/4: The IMF 1 free preview6 lectures · 1.5 hours
  4. 4Global Economics & Excel Part 2/4: The World Bank and Inflation3 lectures · 9 min
  5. 5Global Econ. & Excel Part 3/4: Currencies, Monetary Policy and Interest Rates 1 free preview4 lectures · 48 min
  6. 6Global Econ. +Excel Part 4/4: Fiscal Policy, WTO, Monopolies, Bitcoin & More4 lectures · 1 quiz · 22 min
  7. 7Foundations & Introducing "Portfolio Management, Investment & Excel Dashboard!" 3 free previews8 lectures · 44 min
  8. 8Investment Banking Part 1: Introduction, Mergers & Acquisitions and the IPO 2 free previews5 lectures · 53 min
  9. 9Investment Banking Part 2: Getting Hired, Promoted, Pros & Cons and Much More5 lectures · 38 min
  10. 10Stock Markets + Portfolio Management: Part 1: Learn by Doing Excel Exercises 1 free preview4 lectures · 57 min

Who it is for

The instructor says it suits

  • Anyone that wants to be a financial analyst at any type of finance firm for any type of finance role (including investment banking, venture capital, equity research, hedge funds, mutual funds, trading, private equity, equity capital markets, private wealth management and many other roles..we discuss 14 finance roles in this comprehensive course).
  • Anyone interested in becoming a better investor, stock picker, portfolio manager, analyst and much more.

What you need before you start

  • Anyone can take this course (no prior knowledge of finance or Excel is required)! I recommend having the latest version of Excel if you want to complete all of the Excel exercises (the Windows and Mac versions of Excel both work with all downloadable files in this course).

How it compares

Against the other 376 rated Udemy courses in Finance & Accounting on CourseDuck:

  • Rating4.6 out of 5higher than 68% of them
  • Reviews34,314#5 of 377 by number of reviews
  • Length23.3 hourslonger than 90% of them
  • Last updatedMay 2025earlier than 53% of them

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Course Description

#1 Best Selling Investing Course on Udemy! Welcome to The COMPLETE Financial Analyst Training and Investing Course by the author of the best selling business course on Udemy, an award winning professor, Columbia MBA graduate, former Goldman, hedge fund founder, venture capitalist, TEDx Talk speaker, author & entrepreneur featured in Forbes, Business Insider, Wired & Venture Beat.

I guarantee that this is THE most thorough financial analyst course available ANYWHERE on the market - or your money back. This is the most thorough and longest course I have ever made and anyone can take it and see remarkable improvements in how competitive they are in the finance industry as a financial analyst or as an investor. 

CONGRATULATIONS! You have just been hired by Morgan Haroun Sachs Company (MHS), which is the world's #1 (pretend) finance company. You will be going through our new hire Financial Analyst Training Program boot camp. You will learn a lot about finance in this training program with NO THEORY as you will be dealing with the employees and clients of our firm MHS Company in edutaining interactive case studies. 

This course is taught by Chris Haroun who also went through the Goldman Sachs financial analyst training program as well as the new hire training programs of other top finance companies. Chris has also started his own hedge fund and venture capital firms and is an award winning MBA school professor. He teaches based on real life practical experience. 

Do you have what it takes to complete this 22+ hour comprehensive finance training program? I'll see you on the other side. 


What Will You Learn in this Finance Bootcamp Course?

  • How to pick stocks.

  • Become an expert in Excel for financial analysts.

  • How an IPO works.

  • How to manage a portfolio.

  • 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.

  • How to come up with hedge fund investment ideas (longs and shorts) using an easy to understand top down and bottoms up research process.

  • Identify crucial catalysts (timed events) in order to know when the optimal time is to buy or short a stock.

  • Understand how investment banks (the 'Sell Side') can help you be more successful in a hedge fund or mutual fund career.

  • Analyze and understand an income statement (even if you have no experience with income statements).

  • Analyze and understand a balance sheet (even if you have no experience with balance sheets).

  • Analyze and understand a cash flow statement (even if you have no experience with cash flow statements).

  • Understand and use modeling best practices so you can create financial models.

  • Know where to get data in order to build a financial model (in depth understanding of identifying and using/navigating the best free websites and sources to build your financial model)!

  • Create a financial model (projecting the future) for an income statement.

  • Create a financial model (projecting the future) for a balance sheet.

  • Create a financial model (projecting the future) for a cash flow statement.

  • Understand valuation best practices so you can create target prices based on your financial models.

  • How to use Discounted Cash Flow (DCF) and how to create the Weighted Average Cost of Capital and Terminal values in order to pick target prices.

  • How to use P/E in order to pick target prices.

  • How to use P/R in order to pick target prices.

  • Other valuation methodologies, including EV/Sales, EV/EBITDA, P/B, EV/FCF, etc.

  • Come up with a target price based on an average of several different valuation methodologies.

  • Learn about 14 different Financial Analyst jobs and how they overlap and work together (including Investment Banking, Venture Capital, Private Equity, Private Wealth Management etc.).    

  • Investment Banking: Understand from a high level perspective what an Investment Bank is as well as what the role/job is of an Investment Banking Financial Analyst, including the pros and cons.

  • Venture Capital: Understand from a high level perspective what a Venture Capital firm is as well as what the role/job is of a Venture Capital Financial Analyst, including the pros and cons.

  • Private Equity: Understand from a high level perspective what a Private Equity firm is as well as what the role/job is of a Private Equity Financial Analyst, including the pros and cons.

  • Private Wealth Management: Understand from a high level perspective what a Private Wealth Management firm is as well as what the role/job is of a Private Wealth Management Financial Analyst, including the pros and cons.

  • Sell Side Research Analyst: Understand from a high level perspective what a Sell Side Research Analyst’s firm is as well as what the role/job is of a Sell Side Research Financial Analyst, including the pros and cons.

  • Sales Trader: Understand from a high level perspective what a Sales Trader’s firm is as well as what the role/job is of a Sales Trader Financial Analyst, including the pros and cons.

  • Buy Side Trader: Understand from a high level perspective what a Buy Side Trader’s firm is as well as what the role/job is of a Buy Side Trader Financial Analyst, including the pros and cons.

  • Mutual Fund: Understand from a high level perspective what a Mutual Fund is as well as what the role/job is of a Mutual Fund Financial Analyst, including the pros and cons.
Read More All Levels All Levels product length iconTime: 23.3h

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Instructor Details

Chris Haroun

Award Winning Professor Featured in Forbes, NBC, Business Insider, CNN & Entrepreneur

Please join me for my weekly Office Hours Q&A on my YouTube channel every Thursday from 8am until 10am Pacific time. Here is my bio thanks: 

Chris Haroun is the founder & CEO of the 300+ hour online Haroun MBA Degree Program®, an award winning business school professor, MBA graduate from Columbia University & former Goldman Sachs employee. He has raised/managed over $1bn in his career.

He also has work experience at hedge fund giant Citadel, consulting firm Accenture & several firms that he has started, including an investment firm that had a venture capital investment in Facebook several years before the Facebook IPO.

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Reviews

4.6

34,314 ratings on Udemy

Select a bar to show only those reviews.Select the bar again to show every rating.

Write a review

By 0molola Adeniyi on 7/22/2026

This is the course course i took on udemy that make me smile just watching the introduction. I appreciate the way he brought life into the introduction. I am happily looking forward to completing this course.

By Karl Hansen on 6/8/2026

The pitch for the course seems promising. I like the project based learning approach, working for a fake hedge fund. I'm a bit skeptical that I will learn everything I need to know to be a financial analyst better than the pros from taking this course.

By Elad Vaknin on 4/26/2026

The excel of the Portfolio dashboard dont work becuz Yahaoo Finance is diffrent now...ther is an updated version of the Excel Portfolio dashboard?

By Walter Philip Nyamori on 2/3/2026

This course is truly exceptional and engaging. The content is both insightful and captivating, and I’m excited to apply the concepts I’ll learn in real-world situations.

By Selwyn Adams on 1/8/2026

Yes its a good match for me. I'm learning exactly what i expected to learn and more. The insights, examples and exercises are thus far easy to follow and understand

By Maurice Laurette on 1/6/2026

I have just started. You are so enthusiast and convincing. I already see myself as a succesful investor on completing this course

By Udemy User on 12/3/2025

It's more excel than financials imo, also the financials are not really deep. its always on the surface of the topic with a phrase added "we will cover this in MUUUUUUCH more detail later on the course, which doesn't happen. Still excel wise its prob useful for beginners

By Oladapo Adeyemi on 12/1/2025

I just started the course but I love the enthusiasm and desire of the course creator to help his audience learn. He has great dreams for his audience and will go the extra length to make them come true. I'm all in and loving it.

By Antoine Neghaiwi on 11/11/2025

Effective presentations, bringing all the fundamentals in a clear and practical manner. The insights that are given more your experience are very valuable.

By Jhon Hendrick Batubara on 10/17/2025

There are many powerful explanations and interesting ways of how to succeed as a financial analyst and in investing, as well as what the drivers are in macroeconomics to analyze the financial dashboard portfolio. Regarding the tutorial that is given, it is just how to make its dashboard, as the instructor has already made it. But it depends on us whether we build in our own way.

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Overall Score : 92 / 100

The Complete Financial Analyst Training & Investing Course
Visit course on Udemy Write a review
  • Video Duration: icon 23.3h
  • Price: $129.99
  • Provider: icon Udemy
  • Updated: icon May 2025
  • Level: All Levels All Levels
  • Language: icon English
  • Certificate: icon Yes
  • Lectures:230 in 54 sections
  • Practice:4 quizzes
  • Students:281,600
  • Subtitles:18 languages
  • Udemy badge:Bestseller
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