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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, Equity and Credit Research Valuation etc
  • The program is integrated with: - The International CFA Level I Exam Curriculum.
    - Advance Financial Modeling Program.
    - Data Visualization
    - Workshops on Investment Banking


  • 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.
  • 100% Placement Assistance after completion of the Exam.
  • Mentor assigned to each student for 100% support during the program.
  • 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, Equity and Credit Research 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.


Module-1 Training on Level I CFA®
Topic Area Level I (%) Level II (%) Level III (%)
Ethical and Professional Standards (Total) 15 10-15 10-15
Quantitative Methods 12 5-10 0
Economics 10 5-10 5-15
Financial Reporting and Analysis 20 15-20 0
Corporate Finance 7 5-15 0
Investment Tools (Total) 49 30-60 5-15
Equity Investments 10 15-25 5-15
Fixed Income 10 10-20 10-20
Derivatives 5 5-15 5-15
Alternative Investments 4 5-10 5-15
Asset Classes (Total) 29 35-70 25-65
Portfolio Management and Wealth Planning (Total) 7 5-10 40-55
Total 100 100 100

Module-2 Training on Advance Financial Modeling

  • Understanding And Creating A Financial Model Template
  • Learning referencing (usage of $)Frame work in Excel
  • Learning Custom formatting in Excel
  • Excel Skills - Shortcuts, Formulas, Array Function and Pivot Tables
  • Implementing simple business modeling case in Excel
  • Simple exercise/models in excel
  • Data Collection and Data Structuring
  • Preliminary Scrutiny of the Data and Information
  • Understand the Business Model and Operating Model
  • Modeling the Historical Statement
  • Business Drivers Identification and Modeling
  • Modeling Assumptions for Future Action
  • Modeling Revenue Build-up - projecting the future revenues
  • Modeling Cost Build-up - projecting the future cost
  • Modeling the Asset Schedule
  • Modeling the Depreciation Schedule - Book and Income Tax Depreciation
  • Working Capital & Term Loan Modeling - Debt Infusion
  • Tax Modeling
  • Modeling MAT and MAT credit
  • Modeling Impact of Accumulated Losses, Current Tax and Deferred Tax on Tax Payble
  • Equity Modeling - Equity Infusion
  • Modeling Paid Up Capital and Share Premium Account
  • Modeling Retained Earning Schedule
  • Modeling the projected P/L and BS
  • Modeling the projected Cash Flow Statement
  • Conducting Covenant Testing
  • Performing Ratio Analysis
  • WACC and Cost of Equity Analysis
  • Performing Valuation using DCF (FCFF & Enterprise Value) and Comparable analysis (Relative Valuation)
  • Performing sensitivity/scenario analysis
  • Understanding the Project Finance Model
  • Characteristics of Project Finance
  • Risk and contractual arrangement to Mitigate Risk
  • Understanding the Escrow Arrangement
  • Incorporating Date, logical functions and flags to make the Model Flexible
  • Incorporating Delays in the Model
  • Cash Flow Waterfall model - Modeling Payoffs to Investors using Goal Seek
  • Implementing Interest During Construction and Breaking Circular Loops
  • Meaning and categories of M&A
  • Merger motivations
  • Forms of payment in a Merger Deal
  • Hostile Vs Friendly offer
  • Evaluating a Merger Bid
  • Merger Analysis - Key Drivers and Inputs
  • Accretion/Dilution Analysis
  • Merger Plan - Ownership Vs Deal Price
  • Modeling a financing plan
  • Performing sensitivity analysis on Acquirer's EPS
  • Performing Contribution Analysis
  • Estimating value of a Merger Transaction
  • Discounted Cashflow Analysis
  • Comparable Company Analysis
  • Comparable Transaction Analysis
  • Data Collection from Public Sources
  • Understanding the Business Profile of the Company
  • Modeling Revenue & Expenses Drivers
  • Modeling Income Statement
  • Modeling Implied EBITDA
  • Balance Sheet Projections
  • Cash Flow Statement Projection
  • Performing Valuation And Sensitivity Analysis
  • Calculating Enterprise value and Implied Market capitalization
  • Introduction to Macros & Advanced Application Building in Excel
  • Key Concepts in Macros
  • Macros as recorded Robots!
  • Form Controls and Active X controls
  • Implementing user forms in Excel Macros
  • Linking forms to excel cells
  • Building flexible Charts in Excel
  • Understanding VBA - Sub & Functions
  • Understanding the Relevant Language Constructs
  • IDC Implementation using Macros
  • Breaking Circular Loops using Macro
  • Monte Carlo Simulation
  • Basics of Debugging VBA Code
  • Building Primary & Secondary Axis in a Chart
  • Radar Charts - Showing the progress of Commercial Property Development
  • Waterfall Charts - Showing Funding Breakup for Renewable Energy project
  • Football Field - Showing Valuation Summary using Different Parameters
  • Gantt Chart - Tracking the status of an Ongoing Project
  • Named Ranges
  • Index Match
  • Array Functions
  • Building Scenarios using Offset Functions
  • Creating growing models & Index functions
  • Usage of Indirect Functions
  • Usage of Goal Seek and Solver Functions

Examination Administered by EduPristine & Bombay Stock Exchange
Valuation exam for 2hrs

Module-3 Training on Data Visualization
Course Curriculum
Introduction Tableau Geo coding, Advanced Mapping
The visualization design methodology Showing Distributions of Data
The Data Visualization Process Statistics and Forecasting
Working with Single Data Sources Dashboard Best Practices
Using Multiple Data Source Sharing Your Work
Using Calculations in Tableau Case Study
Comparing Measures Against a Goal Exam Preparation
Module-4 Workshops on Investment Banking
1st Workshop: Equity Research Report Writing
2nd Workshop: Project Finance
3rd Workshop: Monte Carlo Simulation
4th Workshop: Investment Banking


  • Regular Job Updates
  • Interview Preparation Tips
  • Resume building Session


ClassRoom Training

Exhaustive Weekend Classroom Training by Experienced Professionals


Workshops on Equity Research Report Writing, Project Finance, Monte Carlo Simulation, Investment Banking

Online Live Training

Live Virtual Weekend 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 (PDFs)

Mind Maps

Visualize and retain all the key concepts using mind maps


Access to Exclusive Videos Recordings spanning over all topics

Question Bank

Standard questions with detailed solutions

Standard Tests

Take our mock tests designed to simulate the real exam

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 Chartered Financial Analyst
*Training on Financial Modeling & Advance Financial Modeling
*Training on Data Visualization
* Workshop on Equity Research Report Writing
* Workshop on Project Finance
* Workshop on Monte Carlo Simulation
* Workshop on Investment Banking

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.


City Date Address Phone
(Toll Free)
Mumbai 12th June
7th Floor, 702, Raaj Chambers, Old Nagardas Road, Near Andheri Subway, Andheri East 400069 18002005835
Certificate Program in Investment Banking
Price 75000
Weekend Classroom Training for each Module
Workshops from Topic Expert Model
Online Training
Recordings of Online Classes
Downloadable access
Mock Exams
Question Banks
Hardcopy of Study Material
Hard Copy of Mind Maps (Formula Chart)
Module wise Certification
24 * 7 access to material
Discussion Forum


Certificate Program in Investment Banking is ideal for graduates and working professional who wish to get a shining career in Investment Banking, Financial Research, Private Equity, Equity and Credit Research Valuation.

After successfully completion of the program one can have their career in the following fields
- Investment Banking
- Private Equity
- Hedge Funds
- Equity Reseach (Buy-Side and Sell-Side)
- Asset Management
- Corporate Finance and Strategy (Fortune 500 Finance Departments)
- Private Wealth Management
In addition, the course will benefit business owners, IT professionals, corporate executives, attorneys, and accountants who are involved with financial transactions, private equity and hedge fund investments.

Course duration is minimum 9 months


We sincerely appreciate the flexibility of teaching and customized guidance that the institute provided each of us. The intensity and rigour of the programme prepares one for high pressure situations. We are very grateful for the very valuable training and assistance provided to us by EDUPRISTINE.

EduPrisitine's faculty is awesome. The classroom sessions from industry practioners gave a deep understanding of the topics. As a PMO Lead, I expected more on project finance with advanced excel tricks but I got a lot great stuff to learn apart from it. I thanks Pristine faculty for this. Looking forward for continual relation with Pristine.

Contact Us
1800 200 5835

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