Free Investment Banking Course (with Free Online Certificate)

Investment Banking Course – This Investment Banking Free Certificate Course is divided into two parts – 1) Investment Banking Video Series 2) Investment Banking Guides

Part 1 – Investment Banking Course (Video Access)

Step 1 – Get Access to the Part 1 Free Investment Banking Video Series from below –

Step 2 – You will receive an email about the details of these free courses

• Please note you will get an email with the subject – “[wallstreetmojo] Investment Banking Course Login“
• In this email, you will receive your investment banking course access details.
• Please do change your password on your first login.

Step 3 – Happy Learning!

In this video tutorial, you have access to the following courses on Investment Banking –

• #1 – Investment Banking Overview – 1.5 hours
• #2 – Accounting – 1.5 hours
• #3 – Calculator – 1.5 hours
• #4 – Excel Tutorials – 3 hours

If you want to learn Investment Banking Professionally, you can also take this Investment Banking Training

#1 – Investment Banking Overview

Before you apply for any job in Investment Banking, it is important for you to understand what Investment Banking is all about? Here we cover the following –

• Learn What is an Investment Bank from this video course?
• What are the various roles offered by Investment Banking?
• IPO, M&A, Sell Side, Buy Side etc
• Key Skills required to enter into an Investment Bank

#2 – Accounting

Knowledge of accounting is a must! Infact, as an analyst you need to master the concepts of accounting. I have noticed that if you are an engineer (read ‘non accounting background’) like me, you may find it a bit difficult to digest the concepts of accounting. Infact, debits and credits are the first thing that any accounting book teaches us. However, I have a 1 hour challenge for you. In this course, you will learn accounting in one hour without the need of using debits and credits. Go through this Investment Banking course in detail, even you are a master in accounting and i bet you will learn something new from this course.

#3 – Calculator

In this course, we will cover the Texas Instruments calculator very helpful for performing critical calculations on the go. You can solve various problems like Time Value of Money, Annuity, compounding, NPV, IRR, Breakeven etc using this calculator. Additionally, it is also helpful calculation of Bond Prices, accrued interest etc.

#4 – Basic Excel Course

You can easily assume that Excel is the Most important skillset required to work in an Investment Banking. Hence, it is very important for you to be extremely proficient in excel. However, If you are new to excel, you will get an intuitive understanding of excel from this course. Here we follow a case study approach to teach you basics of excel. Please do not expect advanced fundamentals to be covered in this Investment Banking course, however, it is pretty useful for students who are relatively new to excel.

Part 2 – Investment Banking Course (Guides)

Please do note that getting a job as an Investment Banking Analyst is more difficult than the job itself. Hence, it is important for you to prepare well before you even think of having an Interview discussion. Investment Banking primarily requires mastering Excel skills, Accounting, Financial Modeling, Valuations and communications/negotiations skills.

Below Free courses on Investment Banking will help you develop these key Investment Banking Skillsets.

#1 – Financial Modeling

Financial Modeling is one of the most important skills required for Investment Banking. This investment banking course will help you not only master excel skills but also be awesome in Financial Modeling using Excel. In common language, Financial Modeling is nothing but forecasting the Financial Statements (Income Statement, Balance Sheet, and Cash Flows) of the company.

There are three guides to free Financial Modeling Resources that you can refer –

• Financial Modeling in Excel
• Alibaba IPO Modeling
• Box IPO Model

#2 – Ratio Analysis

Ratio analysis of Financial Statements is the core of Investment Banking. You should not only be able to calculate different kinds Ratios like Solvency Ratios, Operating Ratios, Leverage Ratios, Turnover Ratios etc, but you should also be able to identify the trend so that you have a better understanding of the company. In this step by step investment banking course on Ratio analysis, we mainly discuss how to do all these in Excel (just like an Investment Banker!)

Guide to Financial Statement Analysis

#3 – Discounted Cash Flows (FCFF & FCFE)

Warren Buffet has been focusing on company’s ability to generate Free Cash Flows. Why Free Cash flows really matter? This Investment Banking course will focus on understanding what “Free Cash Flows” are in general and why FCFF and FCFE should be used to measure company’s operating performance.

Please find the links to the guides on DCF here –

• FCFF Formula
• FCFE Guide

#4 – Terminal Value

Terminal value is the value of a company’s expected future Cash Flow to Firm beyond the forecast period. This Investment Banking course on Terminal value focuses on ways in which Terminal Value is calculated in the context of Company Financial Model. We also discuss the two types of Terminal Value Calculations – Perpetuity Growth method and Exit Multiple Method. We also try and answer question of whether Terminal Value can ever be Negative?

You can access the guide to Terminal Value here.

#5 – CAPM Beta

Beta is a measure of volatility of the stock in comparison to the stock market. Beta is widely used in Discounted Cash Flows, particularly for the calculation of Cost of Equity. In this article, we answer the questions on what Beta is all about, key variables of Beta, how to calculate beta, levered and unlevered beta, and can a beta be Negative?

Access the guide to CAPM Beta here

#6 – Enterprise Value vs Equity Value

The most important aspect to learn about Relative valuation is Enterprise Value and Equity Value. In this Free Investment Banking Course, we discuss what is Enterprise Value and its key differences with Equity Value. Equity Value is the value only to the Equity holders, however, Enterprise Value is the value that is due to Debt holders and Equity holders.

Enterprise value Multiples Guides

• EV/Sales
• EV/EBITDA
• EV/EBIT
• EV/Assets

Equity Value Multiples Guides

• PE Ratio
• P/CF
• Price to Book Value
• PEG ratios

#7 – Comparable Company Analysis

In this Investment Banking course, we discuss what is comparable comps, how are the Comparable Comp calculated, How to identify comparable companies and How do we prepare a professional comparable company analysis table

Guide to Comparable Company Analysis

#8 – Sum of Parts

Sum of Parts is a valuation technique to find value of Large Business Conglomerate with different segments. In this approach each segment is valued separately and the total valuation of the conglomerate is found. In this Investment valuation article, we learn how sum of parts or SOTP valuation is done professionally.

Guide to Sum of Parts Valuation

#9 – Investment Banking Charts

Investment Bankers create Pitch Books for client discussions and negotiations. These pitch books can be deal pitch books, general pitch books etc. One of the key features of these pitch books is that they contain awesome charts and graphs that communicate their ideas in a giffy. In this article, we discuss what are PE charts, PE Band Chart, Football Field Graph and Scenario Graphs. We also look at how they are created from scratch.

Guide to Investment Banking Charts 

Plus, you can learn more about Investment Banking from this Investment Banking Resources List