Certificate Program in Investment Banking Course

Here is how we bridge the skill gap and prepare you to be job ready

Practical and Experiential Training

Case-study based hands-on training
Training by Subject Matter Experts
Excel based training
Dedicated Discussion Forums
After Course Engagement (ACE)

Soft Skill Training

Interpersonal communication
Time management
Presentation skills
Email and virtual communication
Emotional intelligence
Decision-making and Problem solving
Assertiveness and communication

Market Ready

Frequent job updates
Customised career guidance
Interview skills workshop
Resume preparation assistance
Placement assistance
Career Services

Program Highlights

Classroom Training

(268 Hours) Extensive Classroom Training

Get Pre-recorded Lectures

Comprehensive Study Notes

Post Session practice on real-life case studies

Hands-on training on Excel Workbooks

Experienced and Passionate Trainers

24*7 Learning Management System (LMS) access with a 1 year validity

Dedicated Discussion Forums

After Course Engagement (ACE)

Career Services

Corporate Training

Customized Training Solutions

Requirement based Training Modules

Foundation to Expert level Curriculum

Industry Expert Trainers

Learning Management System (LMS) access

Training at your premises

Case based Training/Simulations

Comprehensive study notes

Single Point of Contact for all communications

Course Curriculum

CFA-I Â»

Ethics
Quants I
Quants II
Quants III
Quants IV
Corporate Finance I
Corporate Finance II
Financial Reporting & Analysis -I
Financial Reporting & Analysis -II
Financial Reporting & Analysis -III
Financial Reporting & Analysis -IV
Equity Investment I
Equity Investment II
Fixed Income Investment I
Fixed Income Investment II
Fixed Income Investment III
Derivatives I
Derivatives II
Portfolio management
Portfolio management & AI
Economics I
Economics II
Economics III

Financial modeling Â»

Day 1: Excel Tips
1. Understanding And Creating A Financial Model Template
2. Case: Formatting the data, summarizing and creating a presentable format
3. Formatting the imported file with text to columns
4. Getting the relevant information from string of data using Left, trim
5. Converting text to numerical using text to columns
6. Using referencing frame work (usage of $) to effectively use formulas
7. Summarize the sum of sales with Pivot Tables
8. Grouping the data quarter/ month wise
9. Converting sales number units to make it presentable
10. Adding slicer to dig into number instantly
11. Converting data into tabular format
12. Identify high profit sales using conditional formatting
Day 2, 3, 4 & 5: Case Study FMCG
1. Data Collection and Data Structuring
2. Preliminary Scrutiny of the Data and Information
3. Understand the Business Model and Operating Model
4. Modeling the Historical Statement
5. Business Drivers Identification and Modeling
6. Modeling Assumptions for Future Action
7. Modeling Revenue Build-up â€“ projecting the future revenues
8. Modeling Cost Build-up â€“ projecting the future cost
9. Modeling the Asset Schedule
10. Modeling the Depreciation Schedule â€“ Book and Income Tax Depreciation
11. Working Capital and Term Loan Modeling - Debt Infusion
12. Tax Modeling, MAT and MAT credit
13. Modeling Impact of Accumulated Losses, Current Tax and Deferred Tax on Tax Payble
14. Equity Modeling â€“ Equity Infusion
15. Modeling Paid Up Capital and Share Premium Account
16. Modeling Retained Earning Schedule
17. Modeling the Financial statements, Ratio analysis
18. WACC and Cost of Equity Analysis
19. Performing Valuation using DCF (FCFF and Enterprise Value) and Comparable analysis (Relative Valuation)
20. Performing sensitivity/scenario analysis
21. Comparing the valuation Summary using Different ParametersÂ on football field
Day 6 & 7: M&A I & II
1. Meaning and categories of M&A
2. Merger motivations
3. Forms of payment in a Merger Deal
4. Hostile Vs. Friendly offer
5. Evaluating a Merger Bid
Case: Estimating fair acquisition price of the target company in M & A
1. Discounted Cash Flows
2. Identifying assumptions for estimating future cash flows
3. Making pro-forma financial estimates
4. Calculating FCFF, discount and terminal rate and NPV Comparable Companies
5. Finding out comparable companies Defining comparative value metric
6. Finding out comparable transactions & defining comparative value metric
7. Calculating Valuation of the company
Case: LinkedIn acquisition by Microsoft
1. Why LinkedIn and Microsoft
2. Finding out Rationale for the transaction
3. Searching and researching relevant reports
4. Understanding and Usage of 10K and 10Q
5. LinkedIn's Schedule 14A, LinkedIn's 10Q, Microsoft's fund raise
6. Collecting and projecting numbers
7. Merger Analysis - Key Drivers and Inputs
8. Find out the impact of deal announcement on share price
9. Creating high level merger accounting for goodwill - Pooling method
10. Accretion/Dilution AnalysisÂ and modeling a financing plan
11. Modeling a financing plan
12. Performing sensitivity analysis on Acquirer's EPS, Contribution Analysis
Day 8, 9, 10, 11 and 12: Macros, Charting, and Project Finance
Macros
1. Accessing VB editor, Developer tab
2. Creating and deleting modules
3. Changing security to "Disable all macros with notification"
4. Recording your first macro - Copy pasting values
5. Formatting chart with macros
6. Creating flexible CAPM model using Form Controls and Active X controls
7. Writing your first macro - Adding a new worksheet and populating content
8. Debugging and stepping into the VBA Code of your first macro
9. Correcting circular reference in IDC using VBA/ macros
VBA Assignments
Case: Creating a Project model for development of toll
Road under build, own, operate and transfer model
1. Creating flexible activity timeline chart - Gantt chart
2. Using AND function to identify the timelines
3. Using Webdings to create special characters
4. Conditional formatting to highlight the timeline
5. Establishing Design parameter
6. Calculating monthly traffic handling capacity
7. Forecasting toll charges and monthly traffic
8. Creating monthly timeline using date function(s)
9. Calculating toll rate using min/ max functions
10. Estimating traffic under 3 different scenarios:
11. Pessimistic, Most likely and Optimistic
12. Adding two more scenarios: Custom and Simulated
13. Auditing the Project details
14. Converting all hardcoded numbers to different color in one go
15. Using Macros (Form controls) to create flexible scenarios
16. Creating flexibility for 5 different scenarios
17. Using OFFSET function to get the output against selected scenario
18. Creating flexible Project momentum
19. Importing traffic and toll charges using HLOOKUP
20. Using Date functions to create monthly, quarterly (CEILING) and yearly timelines
21. Importing data of relevant scenario using TRANSPOSE function
22. Cleaning the output using IFERROR
23. Creating a name manager to use a factor frequently
24. Projecting Power and Insurance expenses
25. Modeling CAPEX, Government grant, Exit Value
26. Calculating NPV, IRR and Payback period
27. Creating flexible model to calculate cost of equity (CAPM) using Form controls
28. Calculating XNPV, XIRR
29. Finding out Payback period using COUNTIF
30. Creating Yearly statements
31. Converting monthly statements to yearly statements using SUMIF
32. Calculating NPV and IRR, Discuss problems with NPV and IRR functions
33. Linking output with Project chart using hyperlinks
34. Performing Sensitivity analysis of 9 variables on 3 outputs
35. Using Scenario manager to perform sensitivity analysis
36. Facing and correcting issues with Scenario Manager
37. Creating bar diagram of annual traffic chart
38. Drawing Project financial Dashboard
39. Creating chart using primary and secondary axis
40. Creating waterfall chart for build-up of Traffic
41. Creating cash flow chart - combination of bar and line chart
42. Creating custom scenario to mix-match scenarios during construction, after construction and/ or revenues â€“ Macros
43. Inserting a user form to get the input for simulation
44. Inserting the combo box, text box, spin button, Ok/ cancel button, message box
45. Generating random numbers to tackle growth
46. Creating Monte Carlo Simulation for traffic/ growth
47. Creating status bar with REPT function
48. Calculating frequency using FREQUENCY
49. Day 13 & 14: Accenture Case Study
  1. Data Collection from Public Sources
  2. Understanding the Business Profile of the Company
  3. Modeling Revenue & Expenses Drivers
  4. Modeling Income Statement
  5. Modeling Implied EBITDA
  6. Balance Sheet Projections
  7. Cash Flow Statement Projection
  8. Performing Valuation and Sensitivity Analysis
  9. Calculating Enterprise value and Implied Market capitalization
50. Workshop on Investment banking
51. Workdhop on Equity research

Data visualization Â»

Introduction to Visualization
Concept of Measures vs Dimensions
Understanding Various Chart Types
Usage of Chart types for respective data
Saving a Tableau Workbook
Introduction to Tableau
Understanding various offerings from Tableau (Desktop, Server, Public)
Installing Tableau
Tableau Basics
1. Importing data in Tableau (Live vs. Extract)
2. Connecting tableau to other data sources
3. Sheets in Tableau
4. Creating Basic Charts in Tableau
5. Understanding Marks
6. Understanding Filters
7. Creating Dashboards
Tableau Advanced
1. Using multiple data sources in Tableau
2. Using Maps in Tableau
3. Understanding Pages in Tableau
4. Concept of Stories in Tabeau
5. Creating stories in Tableau
Creating a Fully Functional Dashboard Solution (Case Study)
1. Creating of a dashboard from scratch
2. Understanding data and KPIs
3. Crreating Relevant Charts and Dashboards
4. Creating Presentation using Stories
5. Publishing Dashboards
Assignment

Workshops and soft skills training Â»

Introduction to Business Communication
Clarity of Thought
Inter Personal Skills
Listening Skills
The Art of Questioning
Self-Introduction
Interview Skills
Resume Writing
Presentation Skills
Time Management
Emotional Intelligence
Workshop on Investment Banking
Workshop on Equity Research

Our Alumni Speak

EduPristine has been a completely enriching experience. I have acquired a lot of confidence through various exercises provided during the course such as Quantitative Valuations, Relative Valuation, charting etc. which gave me an opportunity to get a career in Investment Banking. The faculty is very supportive and ready to help anytime.

Ankit VermaÂ

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

Arup Chakraborty

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Certificate in Investment Banking Program

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