EDUCBA

What you will get?

Courses
3

Lessons
250+

Projects

Tests, Articles, Quizzes

Reusable
templates

Access
Lifetime

Certificate

Support

Introduction

Investment banking is not like other commercial banks that accept deposits. Rather these banks help the large institutions/organizations raise capital. Here are a few typical functions of an investment banking division of a bank –

  • IPOs: Investment banks help private companies get listed on the stock exchanges by initial public offering (IPO). Investment banks help these companies by providing underwriting services and also by facilitating as an intermediary between the FED (foreign exchange department) and organizations.
  • Mergers & Acquisitions Advisory: Investment banks help their clients in M&A advisory by providing security issuance, conducting negotiation for reaching a target for a client, or being a facilitator between the client and the bidder.
  • Management of big investments: The investment banks often handle big clients and their investments and advise these organizations how they should be investing their money to get the maximum value out of their investment portfolio.
  • Research: Many investment banks also provide research advisory. They look at different companies and help their clients decide whether they should buy or sell the shares of a company or not. Investment banks do their research and create reports that help their clients take the final call.

Investment banks handle both buy-side and sell-side clients. Under the buy-side, the investment banks serve hedge funds, asset managers, retail investors, etc. And under the sell side, the investment banks advise large corporates.

Industry Growth Trend

The Financial Services Application Market is expected to grow from $66.92 billion in 2014 to $103.66 billion to 2019, at a Compound Annual Growth Rate (CAGR) of 9.1% during the forecast period 2014-2019.[Source - MarketsandMarkets]

Average Salary

Average Salary

$64,744 per year

The average salary for an Investment Banker is $64,744 per year in the United States. [Source - Indeed]

Skills you will learn in this course?

If you want to be a successful investment banker, you need a lot of skills. The reason this investment banking course stands out because it provides you a comprehensive framework of the right skills that you can master at your time and your convenience.

Here are the skill-sets that you will learn from this investment banking course –

Investment & Financial Analysis, Reporting: This is the most important skill among all. And we go in-depth about investment, financial analysis, and reporting. You will learn these skills at the core as well as an advanced level.

Financial modeling & valuation: Very few investment banking courses teach this. But you will learn both financial modeling & valuation which can be a separate course in itself.

MS Excel, Macro, & VBA Programming: Learning MS Excel (both basics & advanced) are the most important part of any financial course. Along with that if you know how to do macro and VBA, it would be the icing on the cake. This investment banking training course teaches you all and more.

Soft skills: Hard, technical skills are important; but if they’re not coupled with the soft skills, they don’t have value. We understand this and that’s why we also included soft skills in this investment banking course as well.

Curriculum

Any person who wants to become an investment banker will say a resounding yes for such a proposal. So, why not go through the curriculum first to see what you would be able to learn in this amazing course!

Serial No. Course Name Course Description
1 Investment Banking - An Overview This is the first module of this course. You will learn a ton in this module. If you’re new to investment banking, this module will act as a bridge between you and the detailed version of the course. We will teach you what investment banking is, how it works, how it is different than commercial banks and retail banks. You will also learn about the buy side and the sell side of investment banking, how to raise capital, what to do as an underwriter, what’s M&A advisory, how to create a pitch book, and also how reorganizations and restructuring work.
2 Microsoft Excel 2010 - For Beginners This module will make you familiar with the MS Excel if you have never used it. And it’s also important that you know what functions and formulas to use while feeding data into the excel sheets. This module will teach you how to feed the data into the excel sheet, how to use formulas, how to format, how to make use of charts & graphs, how to use pivot tables, how to do auditing & use troubleshooting, and how to use advanced charts.
3 Microsoft Excel 2010 - Advanced Training Course The basic understanding of Excel isn’t enough. That’s why we bring this advanced training for you. This module is the extension of the previous module. You will learn what if analysis, advanced excel functions, advanced data functions, how you can create pivot tables, learn about the names & dynamic range, form controls, troubleshooting formulas, and you will also learn how to create advanced charts.
4 Accounting - Income Statement Analysis There are three financial statements everyone should understand. They’re the income statement, the balance sheet, and the cash flow statement. In this module, we will teach you how you can master income statement analysis. You will learn about the difference between the fiscal year and the calendar year, how one can calculate the gross profits, the net profits, how to estimate the changes in accounting, understanding revenue recognition, depreciation expenses, and understanding how to create the income statement as per the right format. In the end, you will also get a detailed overview of Colgate’s income statement analysis.
5 Accounting - Balance Sheet Analysis As mentioned before, the balance sheet is another important financial statement one should look at. In this module, you will learn how to analyze a balance sheet. You will learn about the current assets, current liabilities, how to follow the financial reporting standards, the nitty-gritty of long-term assets, long-term liabilities, and finally, shareholders’ equity statement/schedule.
6 Accounting - Cash Flow Analysis Cash Flow Statement is another important financial statement one should understand and analyze. In this module, we will help you learn the cash flow analysis. You will learn how to compute cash flow from operating activities both using the direct and indirect method. You will also learn how to calculate cash flow from the financing and the investing activities.
7 Corporate Valuation - Beginner to Pro in Excel Understanding how to calculate the value of a company is an important skill for an investment banker. In this module, you will learn a brief overview of the corporate valuation, how it works, and then we will teach you different valuation methods like - discounted cash flow, dividend discount model, how to compute enterprise value and relative valuations - enterprise value and equity value. You will also understand the interpretation of the P/E ratio, the price to book value ratio, and price to cash flow ratio.
8 Comprehensive Training on Discounted Cash Flow (DCF) Now as you have understood the corporate valuation, we will go in-depth with each of the models we shared before. In this module, we will talk about DCF in detail. After learning this module, you will be able to apply the learning in real time projects that need DCF modeling.
9 Comprehensive Relative Valuation Training In this module, we will take up the next model of valuation. You will learn how to look at various earning multiples, how to understand book value multiples. And you will learn about the revenue multiples, industry-specific variables, and learn to do relative valuation using all the multiples.
10 Comparable Comps - Comparable Company Analysis As we always do, in this module, we will start with a brief overview of the comparable comps. And then, we will go in detail and explain how comparable comps matter in the bigger picture of the corporate valuation.
11 Financial Modeling of Petrochemical Sector In this module, you will learn how you can create a financial model for the petrochemical sector. And you will also learn the valuation analysis on the same. We will also take a real-life example of a petrochemical company to crystallize the learning.
12 Merger Modeling - Albemarle Corp & Axiall Chemicals In this investment banking training, you will learn how to build a merger model from nothing. That means you will get to know each step in front of your eyes and we will use the case study of Albemarle Corp & Axiall Chemicals.
13 Basic VBA and Macro Course We will start with a brief overview of the VBA and Macro. With the help of VBA and Macro, you can automate a lot of functions. And this module will set up the base for the same. You will learn how to create Macro, what is VBA, creating a VBA environment, creating Macros with if condition, how you can create user-form, creating data filters, and also how you can use VBA for charting.
14 Advanced VBA and Macro Course This is the extension of the above course. This course will teach you the advanced functions to use VBA and Macro. You will learn the looping, writing formulas, creating graphs, user-form, and printing using VBA.

Serial No. Course Name Course Description
15 Banking Sector Financial Modeling - Bank of America This is the first module of the advanced investment banking module. In this module, you will learn step by step how you can create a financial model for a banking company. We will use Bank of America as a case study.
16 Understanding Islamic Banking This is missing from most of the investment banking modeling course. But in this course, you will learn what Islamic Banking is and also how you can create a financial model for an Islamic bank.
17 LBO - Leveraged Buyout (LBO) Modeling In this module, first, we will talk about what is LBO. And then you will learn many important concepts and ideas about LBOs. Finally, you will learn how you can create an Excel LBO modeling step by step from nothing.
18 Project Finance Modeling - From Novice to Expert In this module, first, we will talk about project finance. You will learn what project finance is and how project finance works. Then, we will talk about how you can estimate the cost of the project, how to conduct a feasibility analysis, how you can find the means of finance, how to conduct risk analysis and also mitigation, how to calculate significant ratios, and finally, we will show you how you can create a comprehensive project finance modeling along with learning to create a project finance report.
19 Comprehensive Private Equity Concepts & Modeling For an investment banker, an overall knowledge over all domains is important. This module will teach you the essential concepts of private equity from basics to advanced level. And you will also get to learn how a PE is structured, how to create PE & LBO modeling, how you can use DCF, and also how you can develop the PE model all by yourself.
20 Goodwill Calculation in Accounting This is a tricky one but it doesn’t need to be tricky since you’re going through this module. In this module, you will learn various methods of goodwill accounting as per the discretion of the IFRS.
21 Credit Analysis - Real Estate Sector This is a specific module, focused on the credit analysis of the real estate sector. This is a comprehensive training that will teach you everything you need to learn about the credit analysis for the real estate sector.
22 Credit Research - Research Process and Methodology This is an extension of the previous module. But it is broader in nature than being specific. It covers credit research in a way that you have never learned before. You will learn how to do credit research, what process you should follow, what methodologies you should use, what are the credit rating agencies, what are credit models and how to understand them, how banks evaluate the credit rating for companies, and finally, the role of credit rating in today’s financial system. In this training, you will learn how to create a financial model and at last, how to rate the company.
23 Merger Modeling - Comcast Corp and Time Warner Inc. This module will teach you merger modeling with a special focus on a case study. This will help you understand how merger & acquisition work. We will go in detail about understanding merger modeling, how to prepare a merger model, the important concepts of the merger model, and also the characteristics of a merger model. We took the companies Comcast Corp and Time Warner Inc. to illustrate how merger model in real time works. In this module, you will also learn about how to take transaction assumptions, who would be the buyer and seller is, computing the dilution, accretion, synergies, and also combining financial statements, conducting sensitivity analysis, and ascertaining free cash flows (this is different from cash flow analysis).
24 Equity Research on Pharmaceutical Industry - Aurobindo Pharma This is again a niche topic that we covered in this module. In this module, you will learn how to do equity research on the Pharmaceutical Industry. And we also go and take a case study on Aurobindo Pharma so that it’s not only theoretical but also has a practical aspect. Overall, you will master a micro-skill if you go through this module and master it.
25 Equity Research - Pharma Sector (Claris Life Science Ltd) This is an extension of the previous module. We will talk about equity research for Pharma sector and we will take another real-life example of Claris Life Science Ltd so that you can crystallize your learning.
26 Equity Research Report Writing Training Many courses focus on equity research, but not at all on equity research report writing. But equity research report writing is one of the most important skills you should have if you want to articulate your findings and present them to the top management. This training will help you learn the nitty-gritty of report writing, how to prepare sell-side reports, how to conduct data analysis, how you can develop logic by using Pyramid Principle propounded by Minto, and finally, writing research reports.
27 IPO Valuation Modeling IPO stands for Initial Public Offering. But how would you create IPO Valuation Modeling? In this module, we will teach you exactly the same. We will take the IPO modeling of Wonderla (an amusement sector). You will learn step-by-step how to find the target price of the company you’re doing the IPO valuation of.
28 Calculator - Texas Instruments This particular domain is used by the CFA students, but we thought that it would be useful to you since you’re learning all of these modules. And it would also save a lot of time. You will learn about how you can set up the calculator, how to do regular usage, how to conduct quantitative analysis, and you will also learn corporate finance, financial reporting, and fixed income.

Serial No. Course Name Course Description
29 Financial Modeling - Real Estate Sector As an investment banker, you would need to know how to create and study financial models for real estate sector. This module is divided into two significant parts. The first part is a step by step process of how you can build a financial model for the real estate sector. And the last part of this module is all about how you can write an equity research report on the real estate sector.
30 Financial Modeling - Automobile Sector In this module, you will learn about the nitty-gritty of the financial modeling of the automobile sector. We will take an example and you will also learn the target price, DCF model, comps, and how to do forecasting.
31 Financial Modeling - Indian Telecommunication Sector In this module, you will learn everything you need to know to build a financial model for the telecommunication sector. You will learn to prepare depreciation schedule, debt schedule, shareholders’ equity schedule and also how to prepare the cost sheet.
32 Financial Modeling - Broadcasting Sector This module will teach you how you can prepare a financial model for broadcasting sector. You will learn everything from scratch and we will follow a step by step method. You will learn how you can feed the historical data, create projections, and ascertain the fair price of the particular stock.
33 Financial Modeling - Banking Sector (JPMorgan) In this module, you will learn from a direct case study of JPMorgan. By the end of the training, you will learn how you can build a financial model of the banking sector. You will learn how to create projections for the loan, for the balance sheets, for the income statements, and for the cash flow statements. You will also understand about the interest bearing liabilities and assets, how to do dividends stock repurchase, how to link the financial statements, dividend discount model, and you will also learn about the public comparables.
34 Financial Modeling - media & Entertainment Sector In this module as well, we will take a case study of Zee Entertainment to help you understand financial modeling from a real life example. You will learn to build financial models for entertainment sector from scratch and you will also learn how to do valuations.
35 Financial Modeling - Apparel Sector In this particular training, we will take a case study of an apparel company and will show you how you can create a valuation model for the apparel sector. Then, you can use this learning to practice all by yourself.
36 Financial Modeling - Time Warner In this module, you will learn about the Time Warner, a broadcasting company and also how you can build a financial model for the company in real time. You will learn how broadcasting companies get run in the US, how you can learn to do the fundamental analysis i.e. vertical analysis, horizontal analysis, and ratio analysis. You will also learn how you can conduct forecasting analysis for the Time Warner and how you can interpret the EPS (earnings per share) of the company.
37 Financial Modeling - Retail Sector You will learn a ton on retail sector financial modeling in this module. We will teach you how you can do a revenue build-up, how you can create schedules for the depreciation and amortization, and finally, you will learn how to prepare valuation model for Shoppers Stop.
38 Financial Modeling - Asian Paints This is a complete case study on Asian paints where you will learn how you can feed the data into the financial statements. You will be learning to prepare ratio analysis, taking assumptions before running the case study, preparing various schedules, doing projections for all three financial statements etc.
39 Financial Modeling - Siemens AG In this module, we will take the case study of Siemens AG and will show you how you can create a financial model by integrating three financial statements. You will also learn how you can find the target price.
40 Financial Modeling - Cox & Kings In this short module, you will learn how you can prepare a financial model for a company. We will take the example of Cox & Kings.
41 Financial Modeling of REITs This is completely a niche topic. We will cover the financial modeling for Real Estate Investment Trust (REIT) in this module. We will take an example to illustrate the theory.
42 Equity Research of Capital Goods Industry (Praj Industries) In this module, you will learn a ton. The instructors will teach you the valuation model, how you can calculate the interest and the depreciation, how you can create the projections of the balance sheet items, how to use DCF model, and also how to use the NPV and the data model.

Serial No. Course Name Course Description
29 Financial Modeling - Real Estate Sector As an investment banker, you would need to know how to create and study financial models for real estate sector. This module is divided into two significant parts. The first part is a step by step process of how you can build a financial model for the real estate sector. And the last part of this module is all about how you can write an equity research report on the real estate sector.
30 Financial Modeling - Automobile Sector In this module, you will learn about the nitty-gritty of the financial modeling of the automobile sector. We will take an example and you will also learn the target price, DCF model, comps, and how to do forecasting.
31 Financial Modeling - Indian Telecommunication Sector In this module, you will learn everything you need to know to build a financial model for the telecommunication sector. You will learn to prepare depreciation schedule, debt schedule, shareholders’ equity schedule and also how to prepare the cost sheet.
32 Financial Modeling - Broadcasting Sector This module will teach you how you can prepare a financial model for broadcasting sector. You will learn everything from scratch and we will follow a step by step method. You will learn how you can feed the historical data, create projections, and ascertain the fair price of the particular stock.
33 Financial Modeling - Banking Sector (JPMorgan) In this module, you will learn from a direct case study of JPMorgan. By the end of the training, you will learn how you can build a financial model of the banking sector. You will learn how to create projections for the loan, for the balance sheets, for the income statements, and for the cash flow statements. You will also understand about the interest bearing liabilities and assets, how to do dividends stock repurchase, how to link the financial statements, dividend discount model, and you will also learn about the public comparables.
34 Financial Modeling - media & Entertainment Sector In this module as well, we will take a case study of Zee Entertainment to help you understand financial modeling from a real life example. You will learn to build financial models for entertainment sector from scratch and you will also learn how to do valuations.
35 Financial Modeling - Apparel Sector In this particular training, we will take a case study of an apparel company and will show you how you can create a valuation model for the apparel sector. Then, you can use this learning to practice all by yourself.
36 Financial Modeling - Time Warner In this module, you will learn about the Time Warner, a broadcasting company and also how you can build a financial model for the company in real time. You will learn how broadcasting companies get run in the US, how you can learn to do the fundamental analysis i.e. vertical analysis, horizontal analysis, and ratio analysis. You will also learn how you can conduct forecasting analysis for the Time Warner and how you can interpret the EPS (earnings per share) of the company.
37 Financial Modeling - Retail Sector You will learn a ton on retail sector financial modeling in this module. We will teach you how you can do a revenue build-up, how you can create schedules for the depreciation and amortization, and finally, you will learn how to prepare valuation model for Shoppers Stop.
38 Financial Modeling - Asian Paints This is a complete case study on Asian paints where you will learn how you can feed the data into the financial statements. You will be learning to prepare ratio analysis, taking assumptions before running the case study, preparing various schedules, doing projections for all three financial statements etc.
39 Financial Modeling - Siemens AG In this module, we will take the case study of Siemens AG and will show you how you can create a financial model by integrating three financial statements. You will also learn how you can find the target price.
40 Financial Modeling - Cox & Kings In this short module, you will learn how you can prepare a financial model for a company. We will take the example of Cox & Kings.
41 Financial Modeling of REITs This is completely a niche topic. We will cover the financial modeling for Real Estate Investment Trust (REIT) in this module. We will take an example to illustrate the theory.
42 Equity Research of Capital Goods Industry (Praj Industries) In this module, you will learn a ton. The instructors will teach you the valuation model, how you can calculate the interest and the depreciation, how you can create the projections of the balance sheet items, how to use DCF model, and also how to use the NPV and the data model.
Serial No. Course Name Course Description

1

Investment Banking Core

As an investment banker you need to perform key activities like raising money for your clients, finding the right investment opportunity for your prospects, knowing how to create a pitch book, helping clients during the time of mergers & acquisition (M&A) and so on. So, how would you know what exactly you need to and how to perform? In this module, you will learn the core of the investment banking profession and this is a great starting point if you truly want to become an investment banker.

2

Excel & Advanced Excel

Learning and performing excel would be one of the few activities you need to perform daily as an investment banker. Since you need to create complex financial models and quite often make changes within these models. If you don’t have thorough knowledge about excel, you won’t be able to perform one of the core activities of being an investment banker.

3

VBA & Macro

Think about the comprehensiveness of this Investment Banking course. Excel and advanced excel aren’t enough for an investment banker. Sometimes, you need to go beyond excel and apply visual basic programming and use a macro. In this investment banking training, you will learn a separate module on VBA & Macro.

4

Financial Analysis & Accounting

Without the advanced knowledge of financial analysis and accounting, it won’t be possible for a professional to be an investment banker. You need to learn the nitty-gritty of financial analysis and accounting so that you can create complex financial models whenever your clients ask you to. In this module, you will learn the financial analysis and accounting in detail.

5

Valuations, Pitchbook Prep

No-one can doubt the value of valuation and the pitch book presentation in an investment banker’s professional life. You need to create valuations after valuations and peruse many financial models and pitch your clients as an investment banker. For that, you should know everything about valuations, different methods of valuations, how to create a pitch book presentation and so forth. In this module, you will learn everything about valuations and pitch book preparation.

6

Financial Modeling (10+ companies)

Financial modeling is the most significant part of your investment banking career. So we want to get you covered. In this module, you will learn about beginner to advanced level financial modeling of over 10+ companies so that you can get a crystal clear idea about how to create one for your clients.

7

M&A, IPO, and LBO Modeling

As an investment banker, you will handle small or large deals. And time and time again what you will see are M&A transactions, IPOs of new companies or simply LBOs. To handle these deals, you should be thorough with the modeling part of them as well. And this particular module will get you covered.

8

Project Finance Modeling

Project finance is a different ball game altogether. But many investment bankers look through the projects, the finance necessary for accomplishing the project and helping the clients raise the capital. In this module, you will learn about project finance modeling comprehensively.

9

Private Equity & Hedge Funds

Knowing about private equity and hedge funds is important. Since you don’t know whether you would like the hustle and 100+ hours work week every month, every year, you may look for options that would substantiate your hunger for growth and financial proximity. If you want to quit investment banking, private equity and hedge funds are two good options for you.

10

Soft Skills

The investment banking course needs hard technical skills, but what most ignore is the blend of both soft skills and hard skills. From communication to emphatic listening to have the strategic thinking to critically understand the value of a project would all require to support and produce outcomes that the clients want. In this last module, we will teach you soft skills so that the learning becomes whole. And you have a holistic approach to becoming an investment banker.

Project Highlights

25+ Industry Projects

Hands-on Instructor-led Case Studies

Perform financial analysis on Live company data

Build a financial & Valuation Model from scratch

Forecast Target Price of Shares

Showcase Projects in your CV/Linkedin

Investment Banking Training Projects

Financial Modeling - Banking Sector
Financial Modeling - Real Estate Sector
Financial Modeling On Consumer Goods & Services Sector
Financial Modeling Of A Comglomerate Sector
Financial Modeling On Consumer Goods & Services Sector
Financial Modeling Of A Comglomerate Sector

Investment Banking course
Certificate of Completion

Pre-Requisites

Basic understanding of accounting, finance, and investment banking market: You don’t need to know everything. But it would help to know the basics – finance terminologies, basic accounting, basic excel.

An ache to be an investment banker: Everything starts from a motive, a drive, a purpose. If you ache to be an investment banker, this course is for you. Until you have that ache, that drive, you won’t be able to go through (and grow through) the sheer comprehensiveness of this investment banking training.

Target Audience

Finance students who want to become investment bankers: This investment banking course isn’t designed for all. It’s specifically for those who have the ambition of seeing them as an investment banker. This course is designed in such a way that you would be able to follow through the entire sets of modules and practice them on your own.

Finance professionals that dream of becoming investment bankers: If you’re in the finance domain and dream of becoming an investment banker, do this course. This course has everything you need to become a full-proof investment banker.

Faq

Why should I do this investment banking course?

Because there is no course on investment banking in the market that’s so good, so comprehensive, so detail-oriented, and so practical.

Would this course help if I’m already an investment banker?

Why not? It’s always better to refresh the fundamentals.

Would this course help me become an investment banker?

It surely will. But there are a couple of things you need to keep in mind. First, it will work only if you work on the material. And secondly, this investment banking course is designed to teach you all the skills you need to learn, but to learn and apply these skills in the real world, you need to practice and course-correct and take the help of this investment banking training as many times as you need.

Sample Videos

Reviews

Rakha Purbawisesa

It’s very structured and easily understood for a student who didn’t know anything about investment banks like me. However, They could make it better with a more detailed difference between investment banks and the boutique one, and add more entertaining animations and pictures. But overall it’s amazing! 4.5/5!

Niwasasira Czech

Thanks so much for introducing this investment banking training, Am lucky that I landed on this website at the right time I needed it. There quite a several things I have learned from this investment banking training and I feel I should take on an advanced course for investment banking and be a professional.
Once again thank you so much for the free offer.

Rakha Purbawisesa

It’s very structured and easily understood for a student who didn’t know anything about investment banks like me. However, They could make it better with a more detailed difference between investment banks and the boutique one, and add more entertaining animations and pictures. But overall it’s amazing! 4.5/5!

Niwasasira Czech

Thanks so much for introducing this investment banking training, Am lucky that I landed on this website at the right time I needed it. There quite a several things I have learned from this investment banking training and I feel I should take on an advanced course for investment banking and be a professional.
Once again thank you so much for the free offer.

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