Certificate in Investment Banking and Research (CIBR)
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.
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
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 8)
- 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 9 to 10)
- 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 11 to 12)
- 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)
- 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 14)
- Introduction to Project Finance
- Sources and Uses of Funds
- IRR, Modified IRR, NPV, Profitability Index and Discounted Payback Period
- Case Discussion on Project Finance
Company Profile and Pitchbook (Class 15)
- What is Pitchbook
- Capabilities and Qualifications of the Investment Bank
- Recent Transaction and Tombstone
- Financial Model and Valuation
- Recommendation
- How to create company profiles – best practices to follow
Industry Analysis, Benchmarking and Charts (Class 16)
- Introduction to Industry Analysis
- Swot Analysis
- Competitive Benchmarking and Charts Creation
- Price Chart Creation and Rebasing
M&A Merger Modeling (Class 17)
- Merger v/s Acquisitions
- Types of Mergers
- Motives behind M&A
- Synergies & Bootstrapping
- Accretion / Dilution Modeling
Introduction to Credit Analysis (Class 18)
- Credit Analysis Overview
- Key checks to perform credit analysis
- Debt Covenants
- Ability to pay analysis and Capitalization Table
- Discussion on live case
Introduction to Stock Market Investments (Class 19)
- 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
LBO Modeling (Optional) (Class 20)
- Introduction to LBO use cases
- Discussion on live case
Soft Skills and CV building (Class 21)
- Do’s and Don’ts of Interviews Process
- CV Edits and LinkedIn Profile Building
Mock Interviews (Class 22)
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
- Credit Analysis
- Project Finance Modeling
- Financial Analysis
Certificate in Investment Banking & Research - Course Fee
| 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
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
Investment Banking Program (CIBR) - Certification
+91-9354266554 or mail us at [email protected]