Investment Banking Certification Course Online
- Financial Modeling & Valuation
- Merger & Acquisition (M&A), Pitchbook, Fund Raising
- Company Profiles, Industry Analysis
- Equity Research Report Writing
- Interview Soft Skills and CV Building
What is Investment Banking?

Roles and Responsibilities of Investment Banking (IB) Analysts
Moreover, IB analysts also involves in preparing Pitchbook, profiles, and marketing materials as well. Pitchbook includes various 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)
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Target Audience
Our training is open to ambitious candidates who come from a range of backgrounds and will typically be

MBA

Engineers

CA /ACCA / CPAs

CFA

Graduates / Post-Graduates
CIBR Program Curriculum
- 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
- 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
- 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
- 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
- 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
- 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/li>
- Concept of Calendarisation and Last Twelve Months
- Interpreting Results
- 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
- Sources and Uses of Funds
- IRR, Modified IRR, NPV, Profitability Index and Discounted Payback Period
- Case Discussion on Project Finance
- Use of Financial Models in Pitchbook
- Flow of M&A / Restructuring Transaction
- Introduction to company profile – best practices to follow
- Discussion on live case
- Introduction to Industry Analysis
- Swot Analysis
- Competitive Benchmarking and Charts Creation
- Price Chart Creation and Rebasing
- Merger v/s Acquisitions
- Types of Mergers
- Motives behind M&A
- Synergies & Bootstrapping
- Accretion / Dilution Modeling
- Credit Analysis Overview
- Key checks to perform credit analysis
- Debt Covenants
- Ability to pay analysis and Capitalization Table
- Discussion on live case
- Types of Investment Strategies (Active vs. Passive)
- How to start investing and follow Index Portfolio Approach
- Stock Quick Check: Business profile, MCap, Sales growth, NP Margin, P/E, RoE, Promoter Holdings, FCFF,Leverage, Liquidity, News
- Other parameters to check
- Introduction to LBO use cases
- Discussion on live case
- Do’s and Don’ts of Interviews Process
- CV Edits and LinkedIn Profile Building
How will the CIBR program help candidates?
- 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 |
100% Placement Support*
CFI Education provides placement assistance to all the candidates who complete our in-house Financial Modeling or Investment banking programs. Apart from technical classroom training, we prepare candidates for soft skills, and conduct mock interviews. Once they feel confident, they can start applying for various job opportunities provided by our dedicated placement team. The placement process is usually start at 8th week of the training program.
We charge a placement fee of 5% of annual fixed ctc. This fee is applicable only when candidates is selected through our placement team efforts and accepts the job offer. Contact our team to know more about how CFI Education can help you launch your career in core finance domain.
Success Stories

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Certification
