Our course is thoughfully designed in such a way that learner gets the Real Time Investment banking & Equity Research exposure. Learner is not necessarily be from finance background, as our course ensures that Basic finance & account concepts are covered in detail with real time examples.
It is 80% practical with industry used case studies.
Our assessment & presentation evaluations are similar to top investment banks & equity research firms Our expert trainers are on hand to help answer any questions you might have along the way.
Online support from our team for all your queries based on ticket based tracking system
Get 3 certifcations inone course financial modeling, equity research and advance excel. You can show them seperately in resume.
Live case studies for each financial topics to ensure that learner can understand it thoroughly.
Our expert will assist you in resume building and job portal updation.
You get lifetime access to the FINXL LMS which includes videos, excel spreadsheets, presentations, ebooks, quizzes and case studies.
Our career square forum is ths most dynamic platform to connect with expert across the globe.
Investment banking is a specialized area of finance that plays a critical role in the global economy. It involves providing advisory and financial services to corporations, governments, and other organizations to help them raise capital, make strategic decisions, and execute complex transactions.
Course duration: Intensive 4.5 months
COURSE HIGHLIGHTS:
The #1 Course to Land a Job in Investment banking.
Certified Investment Banking Course with 100% Placement assistance.
3/6 months internship with
an Investment banking firm.
Gain hands-on, practical
experience during training, similar to a
real job within the Investment Bank.
80%
of the Real-time industry used Case
study-based learning.
Our trainer: Investment Banking working
professional.
A guide to over 100+ frequently asked Investment Banking questions and their
answers.
Build 5 financial models from scratch of your chosen Listed/Private
companies.
Be part of our Global Investment
Banking alumni network.
IPOs, Bonds, M&A,
Trading, LBOS, Pitch deck, Valuation: Everything is
included!
Prepare a company’s Budget
from Scratch.
Dedicated Placement Manager with 1-on-1 mentorship.
MODULE 1: MS EXCEL EXPERT
Excel Essentials & key board accelerators
Basic & advance excel functions
Conditional Formatting, Paste Special
Using VLOOKUP/HLOOKUP/ Match Index
Using SUMIF, COUNTIF, AND AVERAGEIF
DATEDIF, YEAR, YEARFRACE & MONTH
Index, Search, Choose, offset
Sensitivity analysis with Data tables
Pivot table, Charting commonly used
Dashboards, templates, Macros
MODULE 2: DATA COLLECTION AND MODELING
Sources for authentic financial data for US,
India, China, Germany, and Singapore companies
Tricks to collect data in the shortest time
Data collection & Data structuring for model
Understanding of Financial Reports & its
types
Types of filing 10-K, 10-Q, 8-K, 20-F
etc.
Create Model template for 5 years historical data for`
Revenue Drivers
Cost Drivers
Income statement
Balance sheet
Cash flow statement
Dividend schedule
Asset Schedule
Debt Schedule
Equity Schedule
What Investment Banker does?
Skill set requires for an Investment Banker?
Job roles of BUY SIDE and SELL SIDE Analysts
Understanding, Reading & Analyzing of
Income statements & Balance sheet
Cash flow statements
Notes to accounts
GAAP & Non-GAAP/Reported & Adjusted numbers
Reported/Adjusted /GAAP/Non-GAAP EPS
Restructuring & Adjusted numbers
Pro-forma Income statement
Restating financials for valuation and analysis
Concepts & treatment of the following points
Minority/Non-controlling
Associates
Subsidiary
Convertible debt/securities
5 case studies on live small business
Make a business plan for startups
Corporate actions & their treatments
Rights issue
Bonus issue
Takeover
Merger
Acquisitions
Interim/Annual dividend
Stock splits
Spin-offs
Reverse split
MODULE 4: FINANCIAL MODELING & VALUATIONS
Interlinking of financial statements (IS,
BS, CFS)
Tallying the balance sheet in 30
minutes
Use best practices in Financial
Model building
Understand & develop forecasting
basis for each line of IS, BS & CFS
Build & Forecast Advanced Schedules including the following points
Debt Repayment Schedule (DRS)
Fixed Assets Module (FAM)
Dividend & Equity Schedule (ES)
RATIOS:
In depth conceptual understanding of financial ratios we include the following points
Liquidity ratios
Leverage ratios
Efficiency ratios
Profitability ratios
Market value ratio
Calculation and analysis of
ratios on your chosen company
Compare your company's ratios
with competitors
DUPONT analysis
VALUATION:
(Understanding of various Valuation methods)
1. DISCOUTNED CASH FLOW (DCF):
In depth step by step
understanding of DCF
Product/business/economic
life cycle concepts
Time value of money concepts
Understanding & calculation of FCFF & FCFE
Cost of Equity using Capital Asset Pricing Model
Cost of Debt (kd)
Cost of preference shares (ke)
Risk Free rate of return (Rf)
for listed & non listed SMEs
In-depth analysis of
systematic & unsystematic Risk
Beta levered & Un-levered Beta
Calculate Beta(β) using last 5 years price
Cost of capital (WACC)
Market Premium (Rm)
Net present value /company
value
Sensitivity analysis
Application of DCF on
your chosen company
’Buy' or a 'Sell' rating based on analysis
2. RELATIVE VALUATION (RV) (Trading Comps/Exit Multiple)
Step by step understanding of RV & Trading comps
Criteria to choose competitors
Criteria to choose Ratios for comparison
Usage of price multiples P/E, P/S, EV/EBITDA, P/B
Drive prices using above ratios
Price band and valuation conclusion
3. SUM OF THE PARTS ANALYSIS (SOTP)
Determine the Business Segments
Value Each Segment
Pick any of below valuation method to value the segment
DCF /Comparable companies / Precedent Transactions
Add up all segment's valuations
MODULE 5: M&A, LBO MODEL
Leveraged Buyouts
Key Participants
Characteristics of a strong LBO candidate
Economics of LBOs
Primary Exit/Monetization Strategies
LBO Financing: Structures
LBO Financial: Primary Sources
LBO Financing: Selected Key Terms
LBO Financing: Determining Financing Structures
LBO ANALYSIS
Locating & Analyzing the Necessary Information
Building the pre-LBO model
Performing LBO Analysis
Input Transaction Structure
Completing the post LBO model
Grievance Redressal
Engagement with Credit ratings Agencies
MERGER & ACQUISITIONS
Sell Side
Auctions
Negotiated Sales
BUY SIDE
Buyer Motivation
Deal Structure
Buy-side valuation
Merger consequences Analysis
IPO
Procedures to change to a public structure
Factors Triggering the Timing of Going public
The initial public offering IPO team
Initial public offering IPO Costing
The Investor Prospective
Due Diligence Process
PITCH BOOK
Overview Of Initial Public Offering (IPO)Process
Definitions of initial Public Offering
Why companies go Public?
The parties Involved
Your Company
External Auditors
Investor/Public relations
Lawyers
Investment Banks
Criteria's to be needed before applying for an initial public offering IPO
Advantages and disadvantages of going public
STEPS FOR INITIAL PUBLIC OFFERING (IPO)
Investment Banking Pitch Book
How build a pitch book
Sell Side pitch book for sell side mandates
Buy side pitch book examples
Equity Pitch Book and Debt Pitch Book Examples for financing Mandates
What do you need to know about pitch books as an intern or new hire
REGULATORS & MARKET REQUIREMENT
Regulatory Compliance
Core Requirement
Financial Positions Profit Record
Stability of Business Minimum Expected Market capital
Public Float
MARKET AND INVESTOR REQUIRNMENTS
Accounting Methods
Valuation of the company
Governance / Responsibilities of the board
INITIAL PUBLIC OFFERING IPO PROCESS
Investment Bank Selection
Registration the Initial Public Offering
Regulation Fillings
The Underwriting Structure
Pricing & Underwriting
Methods of Flotation
MODULE 10: POWER BI
Power BI is a business analytics service provider by Microsoft. It provides interactive visualizations with self-service business intelligence capabilities, where end users can create reports and dashboards by themselves without having to depend on any information technology staff or data base administrator. Power BI certification course shares knowledge on how it provides cloud based BI services-known as Power BI Services, along with a desktop-based interface called Power BI Desktop. It offers data modeling capabilities including data preparations, data discovery, and inter active dashboards.
TOPICS COVERED:
Introduction to Power BI
Basic components of Power BI
Loading Data in Power BI Desktop
Data Cleaning using Power BI query editor
Transform, Clean, Shape and Model Data for further analysis.
Creating Calculated Columns and measures
Performing data analysis using DAX
Visualization Charts in Power BI
Slicers and Map Visualizations
Creating cards, measures, KPI, reference line, and slicers
Creating reports and dashboards
Publishing reports on Power BI Services
Using Power BI service for operations on reports
MODULE 11: PRESENTATION, REAL CASE STUDIES MOCK INTERVIEWS, SOFT SKILL
10 real time case studies
Prepare you on 100+ frequently asked FP&A Analyst interview questions with answers
Positive attitude and emotional intelligence training
Placement managers for 1 on 1 mentorship
Communication and interpersonal skills training
Conduct regular mock interviews
Work on individual strengths, and weaknesses and prepare an interview script
Profile building and marketing
Interview scheduling& helping candidates in placements
Pre-Requisites
Does basic knowledge of Finance / Accounting needed? Not required as we start from basics
Does basic knowledge of Excel needed? Not required as we start from basics
Does any Finance degree or Finance background required? Previous finance knowledge will help but not compulsory
Target Audience
Any commerce Graduates & Post Graduates (BBA, BCOM, BBM, MCOM), Non-Commerce Graduate or Post Graduate (BSC, Engineers, B.E., B. Tech, M.E., After MBA OR During MBA, CFA or any degree in Finance, MBA/CFA/CA Aspirants, CPAs, ICWA, CS, Back office/operations working professionals, accounting working professionals, KPOs/BPOs professionals, Financial Analysts, Business Analysts, Startup founders, Bankers, Financial Controllers, CFOs, CEOs, Fund Managers, PE Fund Managers, Account Receivables (AR), Accounts Payables (AP), Record To Report (R2R), Reconciliation background professionals, housewives after a long gap of marriage or kids to make a career in the Finance field, Businessman / Entrepreneur.
Sales and Marketing skilled Individuals seeking a career change to the core finance domain
Research Companies
> UBS | > Deloitte | > Deutsche Bank |
> FIS | > BNP Paribas | > Honeywell |
> Nomura | > J.P. Morgan | > Grand Thornton |
> Syngenta | > TCS | > Transparent Value |
> HSBC | > Bajaj Finserv | > Capgemini |
> WNS Global | > Pitte | > Johnson Controls |
> Elanco | > Spectra | > PKF Advisory |
> Shore Infotech | > DSIJ | > Eversana |
> Crisil | > Maersk | > BMC Software |
> Reval Analytics | > Accenture | > Moody's Analytics |
> Qualys | > Danfoss | > Veritas |
> Daloopa | > EY | > Morningstar |
> Citco | > KPMG | > Barclays |
> TIAA | > Citicorp | > Tristone |
> State Street | > Rocket Software | > Cognizant |
> ZS Associates | > Mitcon Consultancy | > SG Analytics |
> Credit Suisse | > Infosys | > Thomson Reuters |
> Vodafone | > Force Motors | > Alcor Fund |
> Wheaton Advisors | > Cians Analytics | > Dalal Street |
> Morgan Stanley | > Aspera Advisors | > Genpact |