Finance & Investment Banking

This comprehensive course provides an in-depth exploration of the financial markets, corporate finance principles, and the core functions of investment banking. Designed for aspiring finance professionals, the program equips learners with the analytical, technical, and strategic skills needed to succeed in high-impact finance roles.

Course Overview

Through a blend of theory, real-world case studies, and hands-on financial modeling, students will gain a deep understanding of valuation techniques, capital markets, mergers & acquisitions, IPOs, and risk management. The course also emphasizes Excel proficiency, financial statement analysis, and practical deal structuring.

By the end of the course, students will be able to construct full-scale financial models, conduct investment analysis, and confidently navigate the workflows of investment banking and corporate finance environments. Ideal for university students, career switchers, or early professionals, this course serves as a stepping stone into roles in investment banking, private equity, corporate development, and financial consulting.

 

Key Highlights

Real-world M&A and IPO case studies

Hands-on DCF, LBO, and three-statement modeling

Excel and PowerPoint skills tailored to finance

Resume, interview, and networking prep for finance roles

Capstone: Build a professional investment banking pitch deck

Key Features

Skills Covered

Financial Knowledge

Corporate finance fundamentals (NPV, IRR, WACC) Capital markets (equity & debt) Investment banking process (IPOs, M&A, LBOs) Financial instruments (stocks, bonds, derivatives) Risk management basics

Valuation & Analysis

Comparable company analysis (Comps) Precedent transaction analysis Discounted Cash Flow (DCF) modeling Leveraged Buyout (LBO) modeling Accretion/dilution analysis

Financial Modeling

Three-statement model (Income Statement, Balance Sheet, Cash Flow) Sensitivity & scenario analysis Forecasting & budgeting Excel automation techniques Model auditing and integrity checks

Financial Statement Analysis

Ratio analysis (liquidity, profitability, leverage) Trend and variance analysis DuPont decomposition EBITDA, EBIT, and other key metrics

Technical Tools

Microsoft Excel (advanced level) Microsoft PowerPoint (for pitch decks) Bloomberg / Capital IQ (if available) Power BI or Tableau (optional)

Professional & Soft Skills

Finance interview prep (technical + behavioral) Resume and cover letter optimization Pitch book creation and presentation Verbal and written communication for clients and teams Time management and working under pressure

Eligibility

• Any Degree – B. Tech, BSc, B. Com, BBA, etc.

All IT & Non-IT Branches – CSE, EEE, Civil, Mech, Bio, etc.

Coding knowledge is required.

No CGPA cut-off. Career gap is not a barrier.

Course Curriculum

Introduction to Financial Systems
  1. Overview of global financial markets
  2. Roles of financial institutions
  3. Functions of investment banks vs commercial banks
  4. Market participants and their objectives
  1. Time value of money
  2. Capital budgeting (NPV, IRR, Payback)
  3. Capital structure theory
  4. Cost of capital (WACC)
  5. Dividend policy and payout decisions
  1. Income statement, balance sheet, cash flow
  2. Ratio analysis (liquidity, profitability, leverage)
  3. Working capital management
  4. Financial modeling basics
  1. Comparable company analysis (comps)
  2. Precedent transaction analysis
  3. Discounted cash flow (DCF) valuation
  4. Leveraged buyout (LBO) basics
  1. Mergers & Acquisitions (M&A)
  2. Initial Public Offerings (IPOs)
  3. Debt & equity capital markets
  4. Restructuring and advisory
  1. Types of risk: credit, market, operational
  2. Derivatives: forwards, futures, options, swaps
  3. Hedging strategies
  4. Regulatory environment (Basel, Dodd-Frank)

finance & investment certification overview

Finance certifications validate your technical knowledge, boost your credibility, and open doors to roles in investment banking, corporate finance, private equity, asset management, and related fields.

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