Investment Banking Certification Course Online
banking jobs. During this program, you will learn:
What is Investment Banking?
Investment Banks helps organizations in various areas of finance and provides services including M&A, which involves acquiring other companies for capturing market share; Equity Raise / IPO, to make companies go public and get listed on the stock exchange; Debt offering, which helps organizations raise money economically than bank financing; restructuring, which helps increase efficiency and increase profitability; sales &trading, to make stock trading on behalf of clients.
This top Investment Banking Certification course examines the organization, management, and procedures of investment banking (IB), ranging from major, global firms to smaller, boutique firms. Mergers and acquisitions, finance and investment, and the generation of value through financial advising services are all covered. It investigates private equity, hedge funds, and trading operations’ business methods, as well as their roles in facilitating investment, capital deployment, and the changing face of risk-taking activities. The importance of the IB financial adviser in securing and facilitating IB business possibilities is emphasized in this course. This course is all about the investment banking business.
Roles and Responsibilities of
Investment Banking (IB) Analysts
The analysts working in the Investment Banking department or research firms are responsible for analysis, valuation, due diligence, and research for various ongoing transactions.
The IB analysts spent a lot of time researching and analyzing company reports, performing due diligence, building Financial Models, performing Trading & Transaction Comps (Relative Valuation), M&A Accretion / Dilution Analysis.
Moreover, IB analysts also involves in preparing Pitchbook, profiles, and marketing materials as well. Pitchbookincludesvarious section including Investment Banks Capabilities (marketing section), competitive landscaping, company profiles, comparable valuation, recent M&A transactions, and Investment Banking recommendations as well.
About Equity Research (ER)
Equity Research (ER) reports are issued by various financial institutions and the AMC department of a bank or companies. They are extremely useful in performing company analysis, due diligence, understanding the market perspective of a company and used in almost all areas of investment advisory for corporate and individual clients.
Our Alumni Works At
Target Audience
Our training is open to ambitious candidates who come from a range of backgrounds and will typically be
Speak to our Counselor to know if you are good fit for the program at +91-9354266554 or Mail Us at [email protected]
CIBR Program Curriculum
CFI Education program for Investment Banking (CIBR) is blend of Live Online / Self Paced Sessions followed by Project Work and Soft Skill training.
Upon Successful completion of Financial Modeling and Valuation Program, candidates can upgrade their course for Investment Banking Program (CIBR) or take direct admission in CIBR Program
MS Excel Training – Basic to Advance Excel (Class 1 to 4)
- Keyboard Accelerators and Shortcuts
- Create and Customize the Excel List
- Data entry with Auto Fill Feature
- Working with Advance Cut, Copy, Paste Command
- Use of Find and Replace
- Using Paste Special
- Sorting and Filtering
- Advance Formatting
- Mathematical Functions
- Text Functions
- Statistical Functions
- Date & Time Functions
- Array Functions
- Reference and Lookup Functions
- Financial Function
- Pivot Table and Pivot Chart Reports
- Dashboard and Excel Macros Introduction
MS PowerPoint Skills (Class 1 to 4)
- Most used chart creation including Bar, Stacked, Line, Pie, Waterfall, Football Field etc
- PPT training for writing, formatting and alignment
- Best practices and shortcuts for pitch creation, overview slides, chart pasting
Financial Statements Analysis (Class 5 to 6)
- Introduction to Financial Statements
- Understanding Income Statement, Balance Sheet and Cash Flow and Key Line Items
- Reading, Skipping and Skimming Annual Report
- Understanding Management Discussion & Analysis (MD&A)
- Ratio Analysis and Interpretation
- DuPont Analysis
Business and Financial Modeling (Class 7 to 9)
- Modeling for 3 Financial Statements
- Revenue and Cost Modeling
- Building Supporting Schedule including Depreciation, Working Capital, Debt, Equity, Asset Schedules etc
- Building Scenarios (Base, Best, Worst Cases)
- Maintaining, Updating and Model Adjustments for Corporate Actions (CACS)
- Keeping the Model Dynamic
DCF Valuation (Class 10 to 11)
- Cost of Equity Modeling
- Cost of Debt Modeling
- WACC Calculation Best Practices
- Cash Flow Modeling (FCFF / FCFE) and Terminal Value Calculation
- Approaches to DCF Valuation
- Football Field Analysis and Discussion
Comparable Company Analysis (Class 12 to 13)
- Introduction to Comparable Companies Analysis
- Select the Universe of Comparable Companies
- Locate the Necessary Financial Information
- Spread Key Statistics, Ratios, and Trading Multiples
- Determine Valuation using Comparable Companies
- Adjustment / Normalization of EBIT, EBITDA and Net Income
- Adjustments of Options, Warrants and Restricted Stock Units for Dilution
- Concept of Calendarisation and Last Twelve Months
- Interpreting Results
Comparable Transaction Analysis (Class 13 to 14)
- Introduction to Precedent Transactions Analysis
- Select the Universe of Comparable Acquisitions
- Locate the Necessary Deal-Related and Financial Information
- Spread Key Statistics, Ratios, and Transaction Multiples
- Benchmark the Comparable Acquisitions
- Determine Valuation using Comparable Acquisitions
- Normalization of EBIT, EBITDA and Net Income
- Interpreting Results
Introduction to Project Finance (Class 15)
- Introduction to Project Finance
- Sources and Uses of Funds
- IRR, Modified IRR, NPV, Profitability Index and Discounted Payback Period
- Case Discussion on Project Finance
Introduction to Merger Modeling (Class 16)
- Merger v/s Acquisitions
- Types of Mergers
- Motives behind M&A
- Synergies&Bootstrapping
- Accretion / Dilution Modeling
How to create Company Profiles (Class 17 to 18)
- Introduction to company profile – best practices to follow
- Create short or long profiles
- Major sections for Private vs Public Companies
- Sources used in company profiles
M&A / IPO Case Study (Class 19 to 20)
- Situation-based analysis
- IPO Case study Creation
- M&A case study Creation
- Practice exercise
Industry Analysis (Class 21 to 22)
- Industry thematic – Introduction and usage
- Deciding layout/ framework
- Identifying industry drivers
- Data collection / Data presentation
- Sourcing of data
- Practice session
Pitchbook (Class 23)
- What is Pitchbook
- Capabilities and Qualifications of the Investment Bank
- Market Updates
- Recent Transaction and Tombstone
- Financial Model and Valuation
- Discussion on live case
- Recommendation
Introduction to Equity Research (Class 24)
- Equity research reports flow
- How the report is formed
- Creating earning notes
- How to form expectation
Capstone Project
- Post Classroom Sessions, candidates are asked to complete an integrated project covering all the training aspects of the program. The project helps candidates get hold of the concepts and make them aware about best practices.
Soft Skills Training& CV Building (Class 25)
- Do’s and Don’ts of Interviews Process
- CV Edits and LinkedIn Profile Building
How will the CIBR program help candidates?
The CIBR program helps you become a complete Investment Banking and Research Analyst and you will be able to perform:
- Investment Banking Research
- Equity Analysis and Research
- Financial Advisory Services
- Credit Analysis
- Project Finance Modeling
- Financial Analysis
Certificate in Investment Banking & Research
| Classroom / Live Online | Self-Paced | |
|---|---|---|
| INR 45000 | INR 30000 | |
| Classroom / Live Zoom | Yes | – |
| Class Recording | Yes | Yes |
| Detailed Study Material | Yes | Yes |
| Case Studies | Yes | Yes |
| Capstone Project | Yes | Yes |
| App Access (Android) | Yes | Yes |
| 100% Placement Support | Yes | Yes |
| CV & Interview Prep | Yes | Yes |
| Live Doubts Sessions | Yes | – |
| WhatsApp Group | Yes | – |
| Email Support | Yes | – |
| BUY NOW | BUY NOW |
Success Stories
Lavil Virmani
Financial Analyst – Renewable Energy
Abhinav Bhatt
ESG Consultant
Shivani Chorat
MDP Associate
Karan Srivastava
MDP Associate
Nikhi Dethe
ESG Consultant
Students Speak
Jay Veer
Pankaj Gupta
Amit Rajpal
Akshay Goyal
Chems Arora
Venus Saini
Shalu Kaushik
Shayak Upadhyay
Ashok Garg
Swati Gupta
Akash Rawat
Pooja Jindal
Priyanka Behl
Anuraag Roy
Certifications
+91-9354266554 or mail us at [email protected]