Early Bird Offer

Investment Banking WorkshopLive Class

Our Investment Banking training is a 2-day accelerated workshop offering a wealth of knowledge on Investment Banking domain, Financial Statement Analysis and Investment Banking Transactions. This 2-day workshop, will take you from zero knowledge to a level that will allow you to build Financial and Valuation Models, M&A Models, Pitch Books and a lot more. Most importantly, it will feature real-life case studies and entirely focus on the mechanics and analysis of Investment Banking concepts using Excel. Thus, this in-depth workshop will help you stay in sync with the most-important practices in the Investment Banking discipline.

Includes:

Live Online Classes (2 Days)

4.7
134,383 ratings

Key Features

2 days of Intensive Training

Industry Expert & Instructors

Excel Model Templates

Query Resolution

Verifiable Certificate

Access to Workshop Recordings

Live Online Classes (2 Days)

Early Bird Offer Ends in:

~~$1999~~

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17th/18th October 2020	Saturday - Sunday	Sold Out 9:00am IST to 5:00pm IST

Overview

Our Investment Banking Live Online Training covers 2 days of comprehensive, interactive, and instructor-led training with real-life case studies, thus imparting working knowledge of crucial Investment banking principles.

Live Online Classes Curriculum Download Curriculum

Module 01 – Investment Banking Overview
- Investment Banking Industry Overview
  - Investment Banks Vs Retail & Commercial Banks
  - Investment Banking & Research
  - AMC, Buy Side & Sell Side of an Investment Bank
  - Sales & Trading and Equity Research
  - Raising Capital And IPO
  - Underwriting And Market Maker
  - M&A Advisory And Pitch Book
  - Reorganizations And Restructuring
  - Structure of and Investment Bank
Module 02 – Financial Modeling
Introduction to Modeling
- Introduction to financial modeling
  - Why financial models are used?
  - What skills are needed for financial modeling?
  - General structure and model design
- Historical data
  - Sources of information
  - Presentation of historical data
  - Analysis of historical data
- Building the model
- Core statements
Projecting Schedules
- Revenues
- Costs
- Fixed asset, capital expenditure, and depreciation schedule
- Capital lease schedule
- Amortization schedule
- Working capital and change in working capital schedule
- Completion of income statement logic
- Shareholders’ equity schedule
- Shares outstanding schedule
- Individual schedules of inventory, receivables, and other working capital categories
- Other long-term items schedule
- Debt and debt repayment schedule
- Interest schedule
- Income tax schedule
- Schedules of investments and dividends received
Drivers
- Income statement drivers
  - Revenues
  - Costs
  - Operating expenses
  - Other income statement items
  - Income taxes
- Balance sheet drivers - assets
  - Working capital
  - Cash and cash equivalents
  - Accounts receivables
  - Inventories
  - Fixed assets (PPE, depreciation and net fixed assets)
- Balance sheet drivers – liabilities
  - Short term debt
  - Accounts payable
  - Accrued liabilities, and other current Liabilities
  - Minority interest
  - Equity
Balancing Act
- Balancing the balance sheet
  - Calculating cash flow from operations
  - Calculating cash flow from investing activities
  - Calculating cash from financing activities
  - Calculating net cash flows
Module 03 – Business Valuations
Valuation Overview
- Valuation overview
  - Why valuation?
  - Importance of valuation
  - Valuation approach
  - Key valuation tools
  - Valuation summary table
  - Key valuation questions
  - Valuation – subjectivity versus objectivity
- Introduction to discounted cash flow
- Discounted cash flow
  - Overview of discounted cash flow
  - Steps in a Discounted cash flow (DCF)
Discounted Cash Flows
- Free cash flow
  - Valuing a firm using free cash flow to firm (FCFF)
  - Valuing a Firm using free cash flow to equity (FCFE)
  - Suitability of FCFF and FCFE
- Discounted cash flow projections
  - Sales
  - Operating expenses
  - Depreciation
  - Capital expenditure
  - Income tax
  - Working capital
  - Projections – some questions?
Terminal Value
- Terminal value overview
- Exit value method
- Exit multiple exercise
- Perpetuity growth method
- Perpetuity growth exercise
- Terminal value spot check
- Terminal value concerns
Discount Rate
- Discount rate overview
- Discount rate – cost of debt
  - Yield to maturity method
  - Credit rating method
  - Synthetic rating method
  - Company report method (spot check!)
- Risks
  - Unsystematic risk
  - Systematic risk
Capital Asset Pricing Model
- Introduction to capital asset pricing model (CAPM)
- Risk-free rate
- Beta
  - Calculation of regression beta
  - Calculation of bottom-up beta – levered and unlevered beta
  - Beta concern
  - Preferred beta methodology
- Risks
  - Unsystematic risk
  - Systematic risk
- Market risk premium
  - Historical risk premium method
  - Forecast risk premium method
  - Market risk premium: size premium
DCF Synthesis
- DCF – present value
  - Discounting
  - Mid-year discounting
  - Valuation
- DCF – adjustments
- Sensitivity analysis
  - FCF and terminal value using growth rate and WACC as inputs
  - Enterprise value using growth rate and WACC as inputs
  - Price/share using growth and WACC as inputs
  - Effect on EPS by changing the value drivers
Valuation Multiple
- What is a multiple?
- Why multiples vary
- Advantages and disadvantages of Multiples
- Identifying comparables
  - Operational parameters
  - Financial parameters
- Equity value
- Enterprise value
- Advantages of equity value and enterprise value
- Introduction to equity value multiples
- Introduction to enterprise value multiples
Equity and Enterprise Multiple
- Calculation of valuation multiples
- Enterprise value multiples
  - EV/Sales
  - EV/EBITDA
  - EV/EBIT
  - EV/FCF
  - EV/Capacity
- Equity value multiples
  - P/E
  - P/CF
  - P/BV
  - PEG
  - Dividend Yield
- Let’s put it together!
Other Valuation Approaches
- Asset-based valuation
- Sum of parts
- Mergers and acquisitions comparables
- Replacement cost method
- Qualitative factors in valuation - management quality
Module 04 – Mergers & Acquisitions
- Overview of Mergers & Acquisition
- Purchase Price Calculations & Sources
  - Purchase Price Calculations
  - Sources & Uses of Funds
- Financial Statements
  - Purchase Price Allocation
  - Proforma Opening Balance Sheet Format
  - Proforma P&L Forecast
  - Proforma NI & EPS
  - Proforma Balance Sheet Actuals & Forecast
  - Working Capital Calculations
  - Proforma Statement Completion
  - Preparation of Proforma Cash Flow Statement
  - Debt Repayment Schedule
- Accretion & Dilution Calculations
- Synergies and Assumptions
- Sensitivity Analysis
- Summary
Module 05 – Pitch Book Preparation
- Overview of Pitch Book
  - What is a Pitch Book
  - Types of Pitch Books
- Structure and Components of Pitch Books
  - Pitch Book Structure
  - Components of Pitch Book
- Creating Markups
  - Creating Markups
  - Creating Valuation Summary
- Creating Sections
  - Creating Industry Overview Section
  - Creating Company Overview Section
  - Creating Bank Overview Section
- Summary

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Course Testimonials

Investment Banking

I found the courses of the Program extremely practical and market-oriented. It was a great high-quality learning experience in terms of Instructors knowledge delivery, course content of the program, notes, quality of video lectures, I have completed the program, it have really met my expectations in a great way and I feel I have really benefited from it. It was one of the best decisions that I made in my life. this outstanding program on investment banking bridges the gap between theoretical & practical side of the Finance Profession Domain. I highly recommend this course to everyone who wants to start a career in Corporate Finance and investment banking.

Thank you so much for the great opportunity.
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Michael C. Nwankwo

Investment Banking Courses

Investment Banking courses by Educba has given me a birds eye view of Investment banking operations, dealings and structure. This has broadened my knowledge on the operations of financial intermediaries and also positioned me as a better practioneer in the investment field. The material is delivered in a simple and easy to understand way while covering all aspects of investment banking. this is a course i recommend to all with an interest in finance and investment.

Kenneth Opera

Good Introduction to Investment Banking

The course introduces different functions of investment bank and its structure in a easy to understand way. The course is concise and time saving. If you are looking for career transition into investment banking, this is a good starting point to see what investment banking is about.
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William Ling

Excellent Course!

Very in-depth look into the basics of investment banking, information was communicated clearly and was made easy to understand
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Ryan Mitchell

Investment banking course

The course gave me very good outlook of investment banking, for example, the departments and what are their duties and also the structure of investment banking. It helped me to understand how the investment banking works and how the organisation raise money.
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Kristiana Eglite

Introduction to Investment Banking

It was a good introduction. I enjoyed learning the functions and the structure of the Investment Banking. I also learned that investment banking act as a link between buyers and sellers of investments. It also deals with mergers and acquisitions, restructuring and reorganization of businesses. Thank you so much for the course.
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Investment Banking WorkshopLive Class