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The Certificate in Investment Banking Course is designed to provide hands-on knowledge and skills to become a successful Investment Banker. By undertaking this course you gain in- depth knowledge on the concepts of Finance which are covered along with practical case studies.


  • Certificate in Investment Banking program prepares candidates not just for a JOB but a CAREER that leads them to become Industry oriented Finance professional.
  • The program is designed to give hands-on-expertise in the area of Investment Banking , Financial Research, Private Equity and Equity Valuation etc


  • Career Counseling to understand the relevance of Investment Banking on an individual basis.
  • Complete Classroom Preparation by experienced faculty who are Finance professionals with significant experience.
  • After Successfully completion of program candidates are ready to opt for multiple roles in the field of Investment Banking.


Our training is open for candidates who want to make their career in Investment Banking, Financial Research, Private Equity and Equity Valuation.

Interested Students can be from any background like:
- Fresher
- MBA's
- CA's
- Engineers
- Other working Professionals


Normally, fresher's ( graduates or MBAs) without practical skills find it really difficult to find hard core Finance Jobs.

However, with CIB training candidate becomes job ready with Industry required skill sets which gives them the advantage and confidence to command higher roles and pay package.


Orientation and Financial statement Analysis

  • Investment Banking and Corporate Finance Introduction
    • Definition and Roles in Finance and Investment Banking
    • Overview of Private Equity, Hedge Funds and Venture Capital Firms
    • Definition of an Investment Bank
    • Investment Banking Industry Overview
    • Career Paths at an Investment Bank
    • The Pitch Process
    • Buy Side vs. Sell Side of a Transaction
    • Initial Public Offerings
    • Expectations of an Investment Banking Employee
  • Overview of Financial Accounting (Balance Sheet, Cash Flow, Income Statement)
  • Understanding the SEC 10-K and 10-Q
  • Financial Statement Analysis
    • Ratios and Growth Rate Analysis
    • Normalizing Adjustments

Complete Valuation Analysis: Market Approach

  • Introduction to Corporate Valuation
  • Understanding Enterprise Value and Equity Value
  • Comparable Company Analysis (Valuation Method 1)
    • How to Select Comparable Companies
    • Spreading Comparable
    • Analysing Valuation Multiples and Determining Corporate Value
  • Historical Transaction Analysis (Valuation Method 2)
    • How to Select Comparable Companies
    • Spreading Comparables
    • Determining Corporate Value

Complete Valuation Analysis- Income Approach

  • Discounted Cash Flow Analysis (DCF) (Valuation Method 3)
  • The Forecast Period & Forecasting Revenue Growth
  • Forecasting Free Cash Flows
  • Calculating The Discount Rate
  • Determining Fair Value
  • Pros & Cons Of DCF
  • Determining Corporate Value

Construction of an Integrated Cash Flow Model

  • Introduction to Cash Flow Modeling
    • Financial Modeling Best Practices
    • Setting up a Financial Model
    • Selecting Assumptions and Drivers
    • Linking the 3 Financial Statements
  • Setting up the Model for Historic and 5-Year Projections
  • Projecting the Financial Statements (Balance Sheet, Cash Flow, Income Statement)
    • Modeling Debt and Revolvers
    • Debt and Interest Schedule
    • Industry Accepted Assumptions (COGS, EBITDA, Working Capital and Capital Expenditures)
    • Measurement of Sensitivity
  • Analyzing, Concluding and Testing the Model

Leveraged buy-out(LBO) Modeling

  • Understanding Leveraged Buyouts (LBO)
  • Discussion of Returns Analysis
    • Internal Rate of Return (IRR)
    • Cash Return
  • How Leverage is Used to Generate Returns
  • Primary Sources of LBO Financing
  • Construction of an LBO Model
    • Historical and Projected Income Statement through EBIT
    • Input Opening Balance Sheet and Project Balance Sheet
    • Debt and Interest Schedules

Leveraged buy-out(LBO) Modeling(Cont.)

  • Construction of an LBO Model
    • Complete Pro Forma Income Statement Balance Sheet and Cash flow Statements
    • How to Calculate Goodwill
    • Modeling LBO Financial Structure
    • Perform Returns Analysis
    • How to Determine Valuation
    • Analysing and Testing the LBO Model
  • Strategies for Exit and Monetization
  • Determining Initial Public Offering (IPO)Valuation

Merger and Acquisitions (M&A) Modeling (Cont.)

  • Introduction to Mergers and Acquisitions
    • M&A Market Overview
    • Various M&A Approaches
    • The Sale Process in Detail
  • Construction of an M&A Model
    • Preparation of Key Acquisition Data
    • Valuation of Target Company
    • Building Funding Structure
    • Modeling Acquisition Adjustments
    • Calculating Accretion / Dilution Effects
    • Significance of Relative P/Es

Merger and Acquisitions (M&A) Modeling (Cont.)

  • Construction of an M&A Model
    • Determining Contribution Analysis
    • Calculating Leverage Ratios
    • Pro Forma Balance Sheet
    • Measurement of Sensitivity
    • Post-Merger Adjustment and Liabilities
    • Accounting Implications and Issues
  • Analyzing, Concluding and Testing the M&A Model

Project finance-Workshop

  • JV Cash Waterfall Modeling
  • Par-Pre and post money valuation
  • Par-Structuring Investment in Tranches
  • Joint Venture Modeling

Monte-Carlo Simulations (MCS)

  • Understanding @RISK software for MCS
  • Understanding Gauss Brownian Motion
  • Estimating key inputs to a MCS
    • Volatility
    • Time
    • Drift Rate
  • Applications
    • CASE 1 : -Simulating future equity value/enterprise value/MVIC for a company
    • CASE 2 : -Forecasting financials using poisson and normal distribution
    • CASE 3 : -Simulating an event using probability based distribution
    • CASE 4: -Simulating two variables using the co-relation between them
    • CASE 5: -Simulating capital budgeting exercises based on certain constraints using triangular distribution

Investment Banking-Workshop

  • Introduction to Databases
  • Introduction to Pitchbook
  • Key Parts of a pitchbook
  • Key sources of information
  • Best practices in Investment Banking
  • Key Regulations
  • Roles of key participants
  • IPO process
  • Intermediaries in Book Building
  • Bidding Process
  • Allotment and Listing Process
  • Issue Expenses

Equity Research Report Writing

  • Introduction
  • Usage of Equity Research Reports
  • Sell Side v/s Buy Side
  • Types of reports
  • Components of an equity research report
  • Summary / Investment Thesis


ClassRoom Training

Weekend Classroom Training by Experienced Professionals


At EduPristine we invite industry professionals to conduct training (Topic Expert Model)

Comprehensive study notes

Topic wise study material is provided in the form of presentations

Excel Workbooks

Create models following a step-by-step approach devised by professionals.
These workbooks have been specially designed to ensure you incorporate
best industry practices of financial modeling.

Case Study Approach (Using models for analysis, including valuations

Appreciate the concepts by working on case studies derived from real-life situations.

Assignments & cases

Work on real time cases from different domains.


"Certificate of Participation"
*Training on Financial Modeling
* Workshop on Equity Research Report Writing
* Workshop on Project Finance
* Workshop on Monte Carlo Simulation

24x7 Online Access

Access to Course Material (Unlocked Excel Models, Presentations, etc.)

Doubt Solving By Experts

Write to us and get your doubts solved by our experts within 2 business days. You can also initiate a discussion by posting it on active forums.


Online access to materials and recordings, Doubt solving forum to interact with faculty and fellow students.


It blended with my experience as a controller for a construction company. Specifically integrating the BS, P&L and CFS. I like modeling, budgeting and releasing Pro Forma statements. Aslo, I liked the way dates were used.

I followed the course closely, it was helpful both from the perpective of understanding financial modeling as well as to improve my knowledge of excel. Hoping to master my skills over time with EduPristine's support.

Batch Start Date

13 Mar

Ph: +1 347 647 9001
Venue Details: TBD
Buy Now

Upcoming Batches




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