Investment Banking Training (117 Courses, 25+ Projects)

Investment Banking Training is an Epic bundle of 117 online certification courses with 600+ hours of video tutorials and Lifetime Access.

It is designed for students and professionals who want to master investment banking skills. Topics include Financial Modeling in Excel, DCF Modeling, Relative Valuations, Comparable Comps, Mergers & Acquisitions, LBO Modeling, Private Equity, Bank Modeling, Hedge Funds, Commodities, Forex, Technical Analysis

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What you get in this Investment Banking Training?

Online Classes

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Hands-On Projects

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Technical Support

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About Online Investment Banking Certification Training Course

Courses No. of Hours
1 Investment Banking – An Overview 1h 45m
2 Basic Microsoft Excel Training 4h 8m
3 Microsoft Excel – Advanced 6h 06m
4 Accounting:01 – Income Statement 1h 57m
5 Accounting:02 – Balance Sheet 3h 37m
6 Accounting:03 – Cash Flows Analysis 1h 3m
7 Corporate Valuation – Beginner to Pro in Microsoft Excel 3h 06m
8 DCF – Discounted Cash Flow 5h 04m
9 Comprehensive Relative Valuation Training 5h 9m
10 Comparable Comps – Comparable Company Analysis 3h 57m
11 Financial Modeling of Petrochemical Sector 3h 24m
12 Merger Modeling – Albemarle Corp and Axiall Chemicals 4h 1m
13 VBAs and Macros – Beginners to Beyond 3h 22m
14 VBAs and Macros – Advanced 7h 56m
15 Banking Sector Financial Modeling – Bank of America 3h 5m
16 Islamic Banking Modeling 4h 53m
17 LBO – Leveraged BuyOut (LBO) Modeling 3h 1m
18 Project Finance Modeling – From Novice to Expert 3h 33m
19 Private Equity (PE) 7h 08m
20 Advanced Accounting:01 – Goodwill Calculation 3h 23m
21 Credit Analysis – Real Estate Sector 3h 3m
22 Credit Research – Research Process and Methodology 4h 05m
23 Merger Modeling – Comcast Corp and Time Warner Inc. 3h 39m
24 Equity Research on Pharmaceutical Industry – Aurobindo Pharma 5h 16m
25 Equity Research – Pharma Sector ( Claris Life Science Ltd) 3h 15m
26 Equity Research Report Writing 1h 43m
27 IPO Valuation Modeling 4h 07m
28 CFA Calculator Training 2h 21m
29 Financial Modeling – Real Estate Sector 2h 52m
30 Financial Modeling – Automobile Sector 4h 34m
31 Financial Modeling – Indian Telecommunication Sector 3h 58m
32 Financial Modeling – Broadcasting Sector 2h 58m
33 Financial Modeling – Banking Sector 8h 22m
34 Financial Modeling – Media & Entertainment Sector 3h 25m
35 Financial Modeling – Apparel Sector 2h 27m
36 Financial Modeling – Time Warner 2h 58m
37 Financial Modeling – Retail Sector 5h 3m
38 Financial Modeling – Asian Paints 2h 42m
39 Financial Modeling of Siemens AG 8h 02m
40 Financial Modeling – Cox & Kings 2h 23m
41 REIT Modeling 3h 14m
42 Equity Research of Capital Goods Industry (Praj Industries) 7h 5m
43 Banking Operations 5h 9m
44 Structured Finance:01 – An Introduction 2h 14m
45 Structured Finance:02 – Credit Derivatives 3h 21m
46 Fixed Income Instruments 2h 47m
47 Options Trading 7h 17m
48 Hedge Funds:01 – The Fundamentals 2h 19m
49 Hedge Funds:05 – Concepts of Leverage 1h 09m
50 Hedge Funds:04 – Performance Analysis 2h 19m
51 Hedge Funds:02 – Classic Strategies In Hedge Funds 2h 39m
52 Hedge Funds:03 – Important Hedge Fund Strategies 2h 22m
53 Hedge Funds:07 – Risk Management 3h 5m
54 Hedge Funds:06 – Hedge Fund Accounting and Taxation 2h 03m
55 Hedge Funds:08 – Case Studies 1h 43m
56 Arbitrage Strategies 1h 28m
57 Forex in Investment Banking Operations 1h 38m
58 Role of SWIFT in Investment Banking Settlements 2h 1m
59 Currency Trading 1h 15m
60 Equity Trades & Settlement in Investment Banking Operations 3h 38m
61 Understanding Currency Spot Contracts 1h 9m
62 Value-at-Risk : Calculation of VaR using Microsoft Excel 1h 09m
63 Trade with Technicals:01 – The Fundamentals 3h 36m
64 Trade with Technicals:02 – Oscillators and Fibonacci 4h 8m
65 Trade with Technicals:03 – Elliott Waves and Patterns 3h 01m
66 Tr3h 17made with Technicals:04 – Charts and Moving Averages 2h 52m
67 Trade with Technicals:05 – Options Trading 3h 17m
68 Microsoft Excel 2011 for Mac – Beginners 3h 16m
69 Microsoft Excel 2011 for Mac – Advanced 4h 2m
70 Online Microsoft Excel 2007- Beginners Training 1h 8m
71 Microsoft Excel 2007 vs 2010 0h 35m
72 Statistical Tools in Microsoft Excel 1h 14m
73 Microsoft Word 2010 – Beginners 2h 24m
74 Online Microsoft Word 2010 Training Courses 4h 26m
75 Microsoft Word 2011 for Mac – Word for Mac 4h 51m
76 Microsoft Excel 2013 – Advanced 11h 06m
77 Microsoft Word 2013 4h 36m
78 Microsoft PowerPoint 2010 3h 9m
79 Microsoft PowerPoint 2010 – Advanced Features 1h 4m
80 Microsoft Excel Basic Training | Excel 2013 Courses Online | Beginners 4h 22m
81 Microsoft PowerPoint 2011 for Mac 2h 29m
82 Microsoft PowerPoint 2013 2h 53m
83 Advanced Microsoft PowerPoint in MS Office 2013 1h 8m
84 Sales Training Courses- The Art of Persuasion and Selling Training 6h 12m
85 Telephone Etiquette Training 0h 49m
86 Effective Communication Skills – Verbal and Non-Verbal Training 1h 39m
87 CRT:06 – Job Hunting: How to Stand Out in the Crowd 1h 18m
88 Personality Development Essential Training 4h 1m
89 Perspective Management | Your Business Management 3h 6m
90 Improve Body language Training and Gain confidence 2h 13m
91 Attitude and Attitude Development Training 2h 24m
92 Personal Hygiene & Grooming 1h 15m
93 Public Speaking – Powerful Public Speaking Training 2h 16m
94 Group Dynamics Essential Training 3h 37m
95 Stress Management At Workplace 2h 29m
96 CRT:11 – Business Etiquette 7h 48m
97 Job Interviews Tips and Skills 0h 35m
98 CRT:01 – Effective Resume Making 1h 14m
99 CRT:05 – Email Etiquette 2h 22m
100 Investment Banking Fundamentals 9h 17m
101 Financial Modeling on Consumer Goods & Services (CG&S) Sector 19h 48m
102 Financial Modeling for a Biotech Company 19h 32m
103 Real Estate Financial Modeling 12h 21m
104 Financial Modeling of Maruti Suzuki 5h 28m
105 Banking sector financial model 4h 03m
106 DCF Modeling using Microsoft Excel 1h 39m
107 Hannifin and Clarcor Merger Modeling Case Study 3h 11m
108 Reverse Merger Modeling and Valuation 9h 26m
109 Equity Capital Markets 15h
110 LBO Modeling 2h 19m
111 LBO Modeling of Siemens 5h 03m
112 Venture Capital Modeling 2h 32m
113 Advanced Venture Capital Modeling 5h 04m
114 Private Equity (PE) Modeling Tutorials 2h 28m
115 Pitchbook Preparation 2h 16m
116 Create Strip Profiles for Pitch Books 1h 5m
117 Create Private Company Profiles for Pitch Books 1h 37m

Course Summary

Course NameOnline Investment Banking Training course Epic Bundle
DealYou get access to all 117 course bundle. These 117 courses are further divided into 7 parts. You do not need to purchase each part separately.
Hours600+ Video Hours
Core CoverageFinancial Modeling in Excel, DCF Modeling, Relative Valuations, Comparable Comps, Mergers & Acquisitions, LBO Modeling, Private Equity, Bank Modeling, Hedge Funds, Commodities, Forex, Technical Analysis
Excel Templates Included?Yes. All templates downloadable
Course ValidityLifetime Access
EligibilityAnyone who is serious about learning Investment Banking and wants to make a career in this Field
Pre-RequisitesNone (Basic accounting knowledge should help)
What do you get?Certificate of Excellence for each of the 117 courses
Certification TypeInvestment Banking Course Completion Certificates
Verifiable Certificates?Yes, you get verifiable certificates for each course with a unique link. These link can be included in your resume/Linkedin profile to showcase your enhanced Investment Banking Skills
Type of TrainingVideo Course – Self Paced Learning
Software RequiredExcel (2007 or above)
System Requirement1 GB RAM or higher
Other RequirementSpeaker / Headphone

Investment Banking Course Curriculum

Part 1 – Online Investment Banking Training – Core Courses

This set of core training on Investment Banking starts from the basic operations at an Investment Bank to imparting core practical training on Investment Banking. Some of the core courses include analyst accounting, Discounted Cash Flows or DCF Modeling,  Comparable Comps, Financial Modeling and M&A Modeling.

Below is the full list of core investment banking certification courses included in this package.

S. NoCourse NameDescription
1Investment Banking – An OverviewIn this training, you will learn the nuances of the Investment banking industry. It cover topics like what is investment banking, Investment Banks v/s Retail & Commercial Banks, Investment Banks v/s Retail vs Commercial Banking, Investment Banking & Research, AMC, Buy-side and Sell side of an Investment Bank, AMC, Buy-side and Sell-side of an Investment Bank, Sales & Trading and Equity Research, Raising Capital & IPO, Underwriter and Market Maker, M&A Advisory and Pitch-Book, Reorganizations and Restructuring and Structure of an Investment Bank.
2Microsoft Excel 2010 – For BeginnersThis is a starter course on Excel 2010. Since excel is primarily used in Investment Banking, the aim of this Online investment banking training course is to make you familiar with the fundamentals functions in Excel 2010 and how it should be used. The tutorials will help you learn about Getting Started, Data Entry, Populating the Case Study in Excel, Formulas, Formatting, Conditional Formatting, Charts and Graphs, Pivot Tables, Presentation, Prints, Short cuts, and common errors.
3Microsoft Excel 2010 – Advanced Training CourseNot only the basics of Excel is required in Investment Banking, but you should master this art. This is an online course is to gain an understanding of Excel 2010 – Advanced functions. The aim is to learn the advanced features of Excel 2010 and how they can be used. These tutorials will help you learn Useful Excel Functions, Data Functions, What-If Analysis, Functions for working with Text, Pivot Tables, Names and Dynamic Range, Auditing and Trouble Shooting formulas, Form Controls and advanced charts.
4Accounting – Income Statement AnalysisThis Investment Banking online training on Income Statement Analysis where you will learn how to do an analysis of an income statement of a company. In this Online investment banking training you will be learning about fiscal year v/s calendar year, income statement format, how to calculate profit margins, how to estimate changes in accounting, how to do revenue recognition, depreciation expense. Through this investment banking training course, you will learn the analysis of Colgate company’s income statement.
5Accounting – Balance Sheet AnalysisIn this Online Investment Banking training of Balance Sheet Analysis, you will be learning about the items in the balance sheet. You will be learning what are the current assets, then you will learn about financial reporting standards, current liabilities, long term assets, long term liabilities, shareholder’s equity schedule.
6Accounting – Cash Flows AnalysisIn this Online investment banking training course on Cash Flow Analysis where you will be learning about cash flow items i.e. cash flow from operationscash flow from investing activitiescash flow from financing activities. Also through a comprehensive, you will be learning how to analyse cash flow statements through direct and indirect methods.
7Corporate Valuation – Beginner to Pro in ExcelCorporate Valuation means estimating the value of the company. Through this Invetsment Banking Tutorial on Corporate Valuation you will be learning what is corporate valuation, dividend discount model, discounted cash flows, calculation of enterprise value, calculation of relative valuations – enterprise valuation and equity value. Also, you will learn about P/E Ratio, understanding about Price to book value ratio, why the price to book value is used in banks and also learning about price to cash flow ratio.
8Comprehensive Training on Discounted Cash Flow (DCF)This Online Investment Banking training course module is dedicated to learning about this most commonly used DCF valuation techniques wherein you shall understand it right from scratch on a financial model
9Comprehensive Relative Valuation TrainingThrough this Online investment banking training, you would be learning how to perform relative valuations using various earnings multiples, book value multiples, revenue multiples and industry specific variables.
10Comparable Comps – Comparable Company AnalysisThis Investment Banking course on comparable company analysis will help the learner in getting a general overview and understand where comparable comps place itself in the bigger picture of the valuation of stocks
11financial modeling of petrochemical sectorThis training on Investment Banking will help you learn how to create a financial model and perform valuation analysis on the Petrochemical sector w.r.t Advanced Petrochemical Company.
12Merger Modeling- Albemarle Corp and Axiall ChemicalsThis Investment Banking Program is a comprehensive training on building a merger model right from scratch. It has been done with the help of a fictitious case study on Albemarle Corp and Axiall Chemicals.
13Basic VBAs and Macros CourseYou will learn the nuts and bolts of VBAs and Macros. Macros can help you automate lot of IB stuff. Here you learn the basic features of Excel VBAs and Macros like creating Macro, VBA Environment, Macros with IF Condition, Data Filter, Charting using VBA, creation of Userform.
14Advanced VBAs and Macros CourseThis IB tutorial on VBAs and Macros Advanced functions teaches you to create Userform , Looping, Referencing Sheets, Writing Formulas, Create Graph, Print using VBA

Part 2 – Advanced Investment Banking Module

This Part 2 deals with Advanced Investment Banking Topics like Private Equity Modeling, Equity Research, IPO Modeling, Banking Sector Financial Modeling, Islamic Banking, LBO Modeling, Project Finance Modeling and more.Below is the list of investment banking certification courses included in the Second Part.

S. NoCourse NameDescription
15Banking Sector Financial Modeling – Bank of AmericaLearn the entire process of creating a financial model of US-based banks right from scratch. Create a financial model for Bank of America
16Understanding Islamic BankingThis Online Investment Banking training course on Understanding Islamic banking teaches you how to prepare the banking model for Islamic Countries banks.
17LBO – Leveraged BuyOut (LBO) ModelingThis detailed course will help you understand all the important concepts and topics of Leveraged BuyOut and create an excel based LBO model from scratch
18Project Finance Modeling – From Novice to ExpertThrough this Investment Banking course, you will learn project finance modeling right from scratch. The tutorials will explain estimating the cost of the project, feasibility analysis, means of finance, risk analysis, and mitigation, important ratios, comprehensive project finance modeling and concluding with the preparation of the project finance report.
19Comprehensive Private Equity Concepts and ModelingThis training on Investment Banking is for you to learn essential concepts in Private Equity right from scratch. You shall understand concepts such as the structures of Private equity, PE modeling & LBO, DCF and create a PE model by yourself
20Goodwill Calculation in AccountingThrough this advanced accounting course, you shall be understanding the major methods of goodwill accounting with examples and their disclosures as per IFRS
21Credit Analysis – Real Estate SectorCredit Analysis Real Estate Sector Course is a comprehensive application-based training wherein you would get to learn about the credit research of the real estate sector.
22Credit Research – Research Process and MethodologyThis training is a comprehensive course on learning credit research. The lessons include learning about the credit research process, credit research methodologies, credit rating agencies, credit models, how credit rating evaluation is done by banks, Credit Rating and its role in Modern Financial System. After the base lectures, you would understand the preparation of step by step financial model and finally coming up with a credit rating.
23Merger Modeling – Comcast Corp and Time Warner Inc.This is an online investment banking program is to gain an understanding of Merger & Acquisition (M&A) Modeling. The aim is to gain an understanding of how an merger model is prepared, the important concepts and features of a merger model. The tutorials will help you learn the overview of the two companies Comcast Corp. and Time Warner Inc. under the merger deal, Transaction Assumptions, Buyer and Seller IS, Calculating the Accretion and Dilution, Synergies, combining the financial statements, Sensitivity Analysis and Calculating the free cash flows.
24Equity Research on Pharmaceutical Industry – Aurobindo PharmaLearning how to create a financial model and equity research reports on Pharmaceutical Industry.
25Equity Research – Pharma Sector ( Claris Life Science Ltd)Learning how to create a valuation model along with the projection of various financial statements like P&L, Balance sheet and Cashflow of Pharma Company – Claris Lifesciences Ltd.
26Equity Research Report Writing TrainingThis is an online course is to gain a comprehensive understanding of Equity Research Report Writing. The aim is to learn about how equity research reports need to prepared effectively. The tutorials will help you learn about Introduction to Report writing, Understanding Sell-Side Reports, Data Analysis, Developing Logic using Minto’s Pyramid Principle, Writing Research Report and Report Writing – conclusions.
27IPO Valuation ModelingIn this investment banking training course, you will learn IPO Evaluation & Modeling of Wonderla which belongs to the amusement sector. At the end of this program, we would conclude what should be the target price for Wonderla.
28Calculator – Texas InstrumentsThough this Texas Instruments calculator is much used for CFA exams, I thought this will be a great addition to the learnings as it can be a great time saver. The tutorials will help you learn Calculator Set up, Regular Usage, Quantitative Analysis, Corporate Finance, Financial Reporting, and Fixed Income.

Part 3 – Advanced Financial Modeling

This third part of Advanced Financial Modeling for Investment Bankers is primarily dedicated to mastering the art of financial modeling. In this, you will not only get a basic understanding of preparing a financial model but will also get enough practice to apply the same in different sectors. In this part, there are more than 10+ financial models you can learn from, including the Real Estate Financial Modeling, Automobile, Telecom Sector and more.

S. NoCourse NameDescription
29Financial modeling – Real Estate SectorThrough this training on Investment Banking, you will learn to create a financial model and equity or sector research reports on the real estate sector. The course is structured into two parts a) building a financial model from the scratch and b) writing an equity research report or sector research report on the real estate sector.
30Financial Modeling – Automobile SectorLearn to create a financial model for an automobile company from scratch – forecasting, DCF, comps, target price
31Financial Modeling – Indian Telecommunication SectorLearn the nuances of Telecom sector modeling thoroughly by preparing schedules like depreciation, shareholder’s equity, cost sheet, debt schedule, etc.
32Financial Modeling – Broadcasting SectorThis is a Financial Modeling Investment Banking training on Broadcasting Sector prepares a financial model of a broadcasting sector company step-by-step. You learn to populate the historical data, make projections and find the fair price of the stock
33Financial Modeling – Banking Sector (JPMorgan)The Investment Banking tutorials on Banking Sector take an example of JPMorgan. Learn Banking Modeling, Loan Portfolio Projections, Balance Sheet Projections, Interest bearing Assets and Liabilities, Income Statement Projections, Cash Flow Statement Projections, Linking the Financial Statements, Capital Adequacy, Dividends Stock Repurchase, Public Comparables, and Dividend Discount Model.
34Financial Modeling – Media & Entertainment SectorHere we take an example of Indian Media Company – Zee Entertainment. Learn to prepare a fully integrated financial model along with valuations.
35Financial Modeling – Apparel SectorIn this Investment Banking certification course, we take an example of Apparel Sector company and prepare a valuation model from scratch for your further practice.
36Financial Modeling – Time WarnerLearn comprehensive financial modeling of Time Warner Inc. which is a US broadcasting sector company. The tutorials will explain to you how the broadcasting sector works in the US, performing the fundamental analysis (Horizontal, vertical and ratio analysis), forecasting the future financials of Time Warner and interpreting the EPS of the company.
37Financial Modeling – Retail SectorLearn the nuts and bolts of Retail Sector Financial Modeling. We will learn some important topics in this online investment banking training like Revenue Buildup, Depreciation and Amortization Schedule, Valuation Of Shoppers Stop etc.
38Financial Modeling – Asian PaintsThis is a case study on Asian Paints. You will learn how to populate financial statements, how to do ratio analysis, how to make assumptions, how to prepare various schedules, how to do projections of the income statement, balance sheet, and cash flow statement.
39Financial Modeling – Siemens AGHere we take the case study of Seimens Financial Modeling. Find the target price by building a full three statement integrated financial model
40Financial Modeling – Cox & KingsThis is an online Investment Banking Program on Financial Modeling of Cox & Kings where you will be taught how to prepare a model of a company.
41Financial Modeling of REITsThis is an online training on Real Estate Investment Trust Modeling where the example of real estate is taken in order to explain the financial modeling of this sector.
42Equity Research of Capital Goods Industry (Praj Industries)In this online investment banking certification course, you will learn valuation model, the depreciation and interest cost calculation, projection of other balance sheet items, Discounted Cash Flow (DCF), etc. Further, we will also learn functions like Data table and NPV.

Part 4 – Investment Banking Training Course Foundation

These Investment Banking Add-on training that may not be directly connected with Investment Banking, however, they are required for your complete knowledge of Banking and Finance Sector. Some of the areas include here are Hedge Funds, Banking, Debt Markets, concepts of Technical Analysis, Portfolio Management, etc.

S. NoCourse NameDescription
43Banking Operations – A Comprehensive Course on BankingThis wonderful online training is about Banking Operations. You will learn in detail about Banking Operations, working capital & non-fund based limits, Non Performing Assets (NPA’s), SARFAESI Act, etc.
44Introduction to Structured FinanceThrough this program on Investment Banking, you will get to learn the concept of basic structured finance and understand its various products such as the ABS, MBS, CDO, CLO, CMO, Credit Derivatives, etc.
45Structured Finance – Credit DerivativesHere you will get to learn the concept of structured finance credit derivatives module in –details with practical exampled to get a better understanding of the concept.
46Fixed Income Trading FundamentalsIn this online investment banking training, you are going to learn about various fixed income instruments, their life cycle, pricing and valuation with the help of live examples.
47Options Trading – Proven Strategies For SuccessThis Practical Options and Futures Trading Course is a detailed course which will help you understand all the important concepts and topics of Options and Futures Trading.
48Overview of Hedge FundsThrough this course on the Hedge Funds course, you will be learning about the overview of the concept of Hedge funds and its core concepts and structure. Also, you will learn how it not related to Mutual funds.
49Concept of Leverage in Hedge fundsLearn how the concept of leverage is applied in hedge funds. It would be explained with the help of live case studies and examples so that the learner can comprehend all about it. We shall also understand when best we should use them
50Hedge Fund Performance AnalysisLearn how performance analysis of hedge fund happens. It would be explained with the help of live case studies and examples so that the learner can comprehend all about it. We shall also understand when best we should use them
51Classic Strategies In Hedge FundsWant to learn the strategies that decide the success of Hedge Funds? Take this course on classic hedge fund strategies and understand the merits/demerits of using the leverage, Long Only, Short Only, Equity Long-Short, Market Neutral, Short Bias, Long Bias and Variable Bias with the help of case studies.
52Important Hedge Fund StrategiesThis course on hedge fund strategies is for you to learn various high risk/return profiles of hedge fund investing. You shall learn how to interpret and when to use them successfully. It includes strategies such as the Emerging Markets, Multi-Event, Event-Driven Strategies.
53Hedge Fund Risk ManagementThrough this online investment banking training, you shall be learning about the theory and practice of risk management in hedge funds understanding the tools and the concept of risk exposure.
54Hedge Fund Accounting and TaxationIn this course on you shall be learning about the accounting and taxation of hedge funds which includes concepts such as Carried Interest, Bermuda, Accounting Entries, NAV etc.
55Hedge Fund Success and Failure Case StudiesThrough this course, we are going to analyze the most successful as well as the ones which had the biggest failure in the hedge funds industry.
56Arbitrage StrategiesTake this course on Arbitrage hedge fund strategies and understand the merits/demerits of using the quantitative strategy, relative value strategy, convertible arbitrage, fixed income arbitrage and many such complicated yet interesting strategies with the help of case studies.
57Foreign Exchange in IB OperationsLearn all about Foreign Exchange, its importance to its usage through this online investment banking certification training course and also how foreign exchange helps in trading purposes.
58Role of SWIFT in Investment Banking SettlementsThrough this training, we are going to understand the importance and services of SWIFT and also comprehend the SWIFT message structure and types.
59Currency Trading BasicsIn this course on Currency Trading, you will be learning about Forex and Currency Trading basics, how currencies are quoted, bought and sold. The course will also highlight various types of currency trading contracts.
60Basics of Equity TradesThis training is the base for you to understand Investment banking operations wherein we are specifically looking at equity trading concepts and settlements.
61Understanding Currency Spot ContractsIn this online course on investment banking, you shall be learning how Spot Contract Notional Trading and Margin Trading takes place. We would be understanding this by actually practically currency trading on the portal keeping in mind UK markets.
62Value-at-Risk: Calculation of VaR using ExcelThis online training is to give you hands-on experience with measuring and managing market risk. This could help you effectively apply the concepts at your work.
63Practical Guide to Stock Technical Analysis (Module #1)In this module on the “Practical Guide to Stock Technical Analysis” series, you will be learning Basics of technical analysis, Price bars, Volume, Support and resistance, Trend and Moving Averages, Setting up Charting Software and Data feeder.
64Practical Guide to Stock Technical Analysis (Module #2)In this module on “Practical Guide to Stock Technical Analysis” series, you will be learning about momentum indicators, shortcomings of oscillators and concepts such as the Fibonacci numbers, Elliott wave, reversal patterns, continuation patterns, volume and open interest, long term charts
65Practical Guide to Stock Technical Analysis (Module #3)In this module on “Practical Guide to Stock Technical Analysis” series, you will be learning Elliott Wave, Reversal Patterns and Continuation Pattern
66Practical Guide to Stock Technical Analysis (Module #4)In this module on “Practical Guide to Stock Technical Analysis” series, you shall learn about Introduction to Volume and Open Interest, general rules for interpreting volumes, Long term charts and Moving Averages
67Practical Guide to Stock Technical Analysis (Module #5)In this module on “Practical Guide to Stock Technical Analysis” series, you will be learning Candlesticks Charts, Options Basic, option greeks, long call and put, protective collar, straddle, long strangle, butterfly spread, iron condor

Part 5 – Mastering MS Office

These Investment Banking Foundation Training are extremely important for working in an Investment Bank. Investment Bankers spend 90% of their time on either Excel Sheet, Presentations or Report Writing. In these part of Investment banking foundation courses, we have covered concepts of Basic Excel to Advanced Excel (Excel 2007, 2010, 2013, Mac version) and also the PowerPoint and Microsoft Word. In case, if you are not a master in these Microsoft tools, then you can make the most from these foundation courses. We have also included Visual Basic / VBAs and Macros as they are very helpful for Investment Bankers to automate repetitive and mundane tasks.

S. NoCourse NameDescription
68Microsoft Excel 2011 for Mac – Beginners GuideThis online training is for the participants to learn basic excel 2011 for Mac. The tutorials will deal with excel from the very beginning starting from exploring the window, its ribbons and managing worksheets. Moving ahead we are going to understand how to use excel formulas and functions, managing worksheets, formatting and excel charts.
69Microsoft Excel 2011 for Mac – AdvancedThis detailed course will help you understand all the important concepts and topics of Microsoft Excel 2011 – Advanced for Mac.
70OnlineExcel 2007 – Beginners TrainingIf you are using Excel 2007, then this is the module that you may want to look at. It covers the basics of Excel so that you can jump-start the Investment Banking Program. Here you will learn various Logical, Arithmetic and date functions. Apart from this you learn to convert text to string, Data Validation, Creating text to the column, Learn subtotal function and a lot more.
71MS Excel 2007 vs 2010This is a short course to understand the difference between Excel 2007 and 2010. You will learn about Office Button and Paste Function, Sparklines, Custom Ribbons and Screenshots, Conditional Formatting and Equation Editor, etc.
72Statistical Tools in ExcelThis is an important course on Statistical usage in Excel. Learn descriptive statistics, data analysis tools, central tendency and dispersions, correlation & regression. Further, understand Histogram using data analysis and moving averages using data analysis.
73Microsoft Word 2010 – Beginners GuideThis basic course will help you understand all the important concepts and topics of Microsoft Word 2010  and how to jumpstart on this MS Office software
74Microsoft Word 2010 – Learning Made Easy!Learn about Microsoft Word 2010 and its features like Formatting of Text, Saving a Document, Modifying Page Layout, Proofing Documents, Printing Options, Formatting Paragraphs, Exemplifying a document, Customizing a word document. Other advanced features such as Styles & Themes, Functioning with Tables, mail merge and much more.
75Microsoft Word 2011 for Mac – From Beginner to ExpertGet Started with Mac Word 2011 and learn the basics of formatting, Paragraphs, Functioning of Tab Tables, Styles & Themes, Various Text Formatting Techniques, Formatting of Document, Working with Tables, Multimedia Elements, Automatic Text Feature, Writing Tools, Learning about Printing Documents & Using Macros.
76Excel 2013 – Master Advanced Microsoft Excel With Experts!Learn Advanced functions in Excel 2013  including Data Functions, Functions for Working with Text, arrays, pivot tables, Important Excel Tools, Excel 2013 – Charts & Graphs, preparing Excel Dashboard, Financial functions using Excel.
77Comprehensive MS Word 2013 CourseThrough this MS Word 2013 training, learn how to prove the documents, advanced functions including styles, reviews, mail merger and more.
78Microsoft PowerPoint 2010 – Beginner to ExpertLearn Microsoft PowerPoint 2010 comprehensively with this tutorial. Topics include Formatting a Presentation, Table, Charts, Shapes, SmartArt, Printing and Sharing, Keyboard Short cuts and PowerPoint 2010 Advanced lessons.
79Microsoft PowerPoint 2010 – Advanced FeaturesLearn advanced features of PowerPoint 2010. You will learn in detail about Inserting video 2010, Rolling Credits, Rotating an object, Creating 3D objects etc.
80Excel 2013 – Getting Started with Microsoft ExcelIf you have excel in 2013, then you should take this online investment banking training. Learn Data Entry, Calculations, Formulas, Formatting, Updating a Calculation, Graphs & Charts, Pivot table and much more.
81Microsoft PowerPoint 2011 for Mac – Learn The Easy Way!This course is for Mac users with Microsoft Powerpoint 2011. Here you will learn how to work with Text, Adding Tables & Charts, Working with Pictures, Animating, Checking of Presentation, Preparing & Sharing a Presentation, Inserting Audio & Video in a Presentation and other Advance features of PowerPoint.
82PowerPoint 2013 – Microsoft PowerPoint 2013 Made EasyThis course on investment banking cover topics like Formatting a Presentation, Table, Charts, Shapes, SmartArt, Printing and Sharing, Keyboard Short cuts and PowerPoint 2013 Advanced lessons
83PowerPoint 2013 – AdvancedLearn advanced Powerpoint 2013 including Inserting Video, Audio and Hyperlinks, Creating 3D Objects, Rolling Credits, etc.

Part 6 – Soft Skills for Investment Bankers

Not only Investment Bankers are required to possess a pleasing personality, but they are also expected to be excellent communicators and shrewd negotiators. These soft skill training for Investment Bankers not only cover personality development courses but also provide you with tips and tricks of cracking the job interviews.

S. NoCourse NameDescription
84Sales Training – The Art of Persuasion and Selling TrainingGain important sales skills before getting into the job of persuading, influencing and enrolling people. Here we discuss the basic facts on sale, communication basics and importance in selling, DOs, and DONTs during Clients Visits, Selling Vs Telling, Call Closure.
85Telephone Etiquette TrainingIn this certification course on investment banking on Telephone Etiquette, you will be learning about the overview of telephone etiquette, general rules of telephone etiquette, tactful responses and also you will be learning about the example of telephone etiquette.
86Effective Communication Skills – Verbal and Non-Verbal TrainingLearn Effective Communication Skills – Verbal and Non-Verbal and get insights into Barriers To Communication, The Communication Process, Tips For Improving Communication, etc.
87Job Hunting – How to stand out in the crowdLearn how to stand out in the crowd and get insights into Employee Pyramid, Recruitment Process, Making your CV stand out, Strategies to ensure your CV gets noticed by recruiters, etc.
88Personality Development Essential TrainingHere you will get insights into Telephone Etiquette, Cracking Interview, Email Etiquette, etc.
89Perspective ManagementLearn all you wanted to know about Perspective Management including Objective Of Management, Emotional Sensitivity for Managers, Bargaining Power & Political Quotient of Managers, etc.
90Improve Body language and Gain confidenceImprove your body language with this IB course. Here we discuss tips for effective body language including Emotions- Aggressive and Submissive, Emotions- Attentive and Nervous, Emotions- Upset and Bored, Emotions- Relaxed and Power, Emotions- Defensive, Handshakes and eye contact, Posture, and Gestures, Spatial relations.
91Attitude and Attitude DevelopmentHere you will learn in detail about Attitudes & Approaches to decision making, Features & Sources of attitudes, Measurement & change of attitude, etc.
92Personal Hygiene & GroomingGet insights into Personal Hygiene hair, face, ears, Good & bad personal habits & introduction to grooming, etc.
93Powerful Public SpeakingGet insights into Fears of Public Speaking, Techniques of Public Speaking, Useful Tips for Public Speaking in this Course
94Group Dynamics Essential TrainingLearn the concepts of Group dynamics including Understanding Synergy, Stages of Group Development, Teamwork, etc.
95Stress Management At WorkplaceLearn how to manage Stress At Workplace and get insights into Symptoms of stress, Impact & Consequence of Stress, Sources of Stress, etc.
96Business Etiquette TrainingLearn Business Etiquette with examples and guidelines. The course starts from scratch so that the participants understand all the important concepts.
97Job Interviews Tips and SkillsLearn solid Job Interviews Tips and Skills and get insights into Matching Skills to Requirements, After the Interview, Helpful Tips, etc.
98Effective Resume MakingHere you will learn about Effective Resume Making. You will learn in detail about Critical Area of Resume, Header Accomplishments, Objective of Resume, Sample Resumes, etc.
99Email Etiquette – The Perfect Email WritingThrough this investment banking training you will learn about the overview of email etiquette, understanding the components of an email i.e. header, subject line, attachments, the body of email, 5Cs of email, chunking and email language, sample emails and email tips and many more concepts of email etiquette.

Part 7 – Investment Banking Bonus Trainings (18 Certification Courses, 111 hours)

Financial ModelingHours
1Financial Modeling on Consumer Goods & Services (CG&S) Sector of Harley Davidson15 hours
2Financial Modeling for a Biotech Company12 hours
3Real Estate Financial Modeling10 hours
4Financial Modeling of Maruti Suzuki5 hours
5Equity Capital Markets (IPO Modeling Café Coffee Day)12 hours
6Banking sector financial model5 hours
Leverage Buyout Modeling
1LBO Modeling of INNOSPEC)2 hours
2LBO Modeling of Siemens5 hours
Mergers & Acquisitions
1Merger Modeling of Hannifin and Clarcor3 hours
2Reverse Merger Modeling and Valuation9 hours
Private Equity & Venture Capital
1Venture Capital Modeling2 hours
2Advanced Venture Capital Modeling6 hours
3The private Equity Modeling course8 hours
Investment Banking Core
1Pitchbook Preparation Tutorials2 hours
2DCF Modelling Using Excel1 hour
3Investment Banking Fundamentals10 hours
4Create Strip Profiles for Pitch Books2 hours
5Create Private company Profiles for Pitch Books1 hour
Industry Growth Trend
201620162017201720182018201920192020202020212021202220221.521.851.922.152.5533.2

The wealth management platform market was valued at USD 1.52 Billion in 2016 and is projected to reach USD 3.20 Billion by 2022, at a CAGR of 13.4% during the forecast period. The base year considered for this report is 2016, and the forecast period is 2017–2022.
[Source – MarketsandMarkets]

Average Salary
$17,000$17,000$90,321$90,321$222,000$222,000

Average Salary

$90,321 per year

Salary estimates are based on 5,836 salaries submitted anonymously to Indeed by Finance Manager employees, users. The typical tenure for a Finance Manager is 2-4 years.
[Source – Indeed]

Project Highlights

25+ Industry Projects
Hands-on Instructor-led Case Studies
Perform Financial Analysis on Live company data
Build financial & Valuation Model from scratch
Forecast Target Price of Shares
Showcase Projects in your CV/LinkedIn

Investment Banking Training Projects

Financial Modeling – Banking Sector
Financial Modeling – Real Estate Sector
Financial Modeling On Consumer Goods & Services Sector
Financial Modeling Of A Conglomerate Sector
Financial Modeling – Automobile Sector
Financial Modeling – Indian Telecommunication Sector
Financial Modeling – American Telecom Sector
Financial Modeling – Media & Entertainment Sector
Financial Modeling – Retail Sector
Financial Modeling – Broadcasting Sector
Financial Modeling Of Paint Sector
Financial Modeling For A Biotech Sector
Equity Research On Pharmaceutical Sector
Financial Modeling Of Travel & Tourism Sector
Equity Research Of Capital Goods Sector
Financial Modeling Of Petrochemical Sector
Merger Modeling
Reverse Merger Modeling And Valuation
DCF Modeling Using Microsoft Excel
Hedge Funds – Case Studies

Investment Banking Course Certificate of Completion

Pre-requisites
  • As such, there are no pre-requisites for learning Investment Banking. However, Basic knowledge of Excel and Accounting will help.
  • If you are new to excel and accounting, then you should first complete these courses before you jump to valuations and financial modeling
Target Audience

This Investment Banking Training course can be taken by anyone who is serious about making a career in Investment banking. It also makes you eligible for careers in Equity Research, Private Equity, Credit Research, etc. Interested Students can be from any background like:

  • Fresher
  • Science Background
  • Accounting Background
  • MBA’s
  • CA/CPAs
  • Engineers
  • Working Professionals

Please note that If you’re someone who has a few years of professional experience and would like to further your career prospect, you can enroll for the same. Never feel resistant because of your age. At the end of the day, age is just a number. There’re many students who have more experience than you do and still pursuing our course to make an IB career.

Who shouldn’t take this Investment Banking training course?

This Online Investment Banking training isn’t for those who think that we will give you medicine and you just need to take it. No. You need to put in your effort and be willing to understand each and everything about the subject matter.

It takes patience and hard work to master Investment Banking Skills

FAQs – General Questions

This Investment Banking course is designed in such a way that you can take this even if you are from a nonfinance background. Just that you need to spend additional time on Accounting Courses before you proceed to core investment banking modules.

Yes, you can view the demo videos below.

You can pay by Credit Card, Debit Card or Net Banking from all the leading banks. Additional payment options include pay by PayPal and 2checkout.

This investment banking program is a comprehensive course with 500+ hours of video tutorials. You should complete the Core module first and then move to the other advanced sections.

Once you complete this program on Investment banking, then you are eligible for the following careers –

  • Investment Banking
  • Private Equity
  • Equity Research
  • Hedge Funds
  • Credit Research
  • Corporate Finance

Professionals from around the globe have benefited from WallStreetMojo’s Investment Banking training. Some of the top places that our learners come from include New York, San Francisco, Bay Area, New York, New Jersey, Houston, Seattle, Toronto, London, Berlin, UK, Dubai, Riyadh, UAE, Singapore, Australia, New Zealand, Hong Kong, Bangalore, New Delhi, Mumbai, Pune, Kolkata, Hyderabad and Gurgaon among many.

Sample Previews

Investment Banking Introduction

Calculator Set Up Chn AOS and RESET

Amortization Schedule

Arrays Basics

Sell Side Research Report Part 1

Assumption Operating

Calculating the Equity Value

Conditional Formatting

Cost Sheet Part 1

Userforms Introduction

Career Benefits
  • Freshers (graduates/MBA) and professionals without any practical Investment Banking skills find very difficult to enter this Industry.
  • Inclusion of Practical skills like Financial Modeling, Investment banking, valuations, Comps, Private Equity, Excel Modeling, Relative Valuation in your resume enhances your chances of shortlisting for such roles.
  • This investment banking training provides you with practical knowledge and skills which gives you the advantage and confidence to get into the Investment Banking Industry.

Course Reviews / Testimonials

paulus
Ngheendili N Paulus

A great guide to get you excited about investing, especially for those looking for a buy and hold investment approach. Super excited to learn more about stocks. The bonus lectures are great :) Thanks for this awesome course. got a chance to understand more about investments. And I believe and have faith it’s gonna add more to my CAs in class when we write tests . The course was loaded with content and it was expertly taught.

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samuel
Samuel Lotechukwu

The training content was excellent and well tailored for beginners. It has provided me with more insight into investment banking and the various aspects of investment banking and provided answers to a lot of my unanswered questions. I would be looking to take more courses to deepen my knowledge of investment banking. Great Job!!!!!

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Than-Aung
Than Aung

I just learned how the investment banks work through this invest, it’s so useful and got very clear sense of what is investment banking, who are related people in IB business industry, what are the functions of IB, the roles of employees working for IB under their organization structure. And I also got the clear understanding on some jargon like market making activity, underwriting, public placement etc. Really appreciate for this and happy to study more and more.

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Shumas-Balouch
Shumas Balouch

I wanted to become an Investment Banker but before taking this course, I was totally unaware how Investment Banks works but after completing this investment banking training I am confident enough to tell others what investment banking is. I would recommend this training to everyone who wants to become an investment banker. You guys have done a great job by providing this course, I appreciate your work and thank you especially for this course.

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Vincet-Van-Dillen
Vincent van Dillen

I think it is a very well taught training on investment banking. I believe the course highlights all the growth needed in the finance world and how we as individuals can learn selling and trading. I particularly liked the part on M&A and growing to find the right fit in the investment banking world. I enjoyed this course thoroughly and how well maintained it was and how informative and up to date. I think this course is very helpful and educational in that it teaches one more than just the basics in a simplified way.

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Kenneth Owera
Kenneth Opera

This online investment Banking training course has given me a bird’s eye view of Investment banking operations, dealings and structure. This has broadened my knowledge on the operations of financial intermediaries and also positioned me as a better practitioner in the investment field. The material is delivered in a simple and easy to understand way while covering all aspects of investment banking. this is a course i recommend to all with an interest in finance and investment.

Shan-Mikkelsen1
Shan Mikkelsen

Very informative investment banking training course -teaching fundamental concepts on investment banking, the different sectors and functions of an investment bank. The course starts with a general overview then specifies as it develops. From sales, trading and equity research to M&A advisory. This course has allowed me to gain a fundamental knowledge level from which will allow me to further my study. IPOs were the most interest component of this course.

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9833545204Toan-Tang1
Toan Tang

Very much helpful Investment Banking course & the instructions are crisp & clear. This investment banking instruction video course has let me see a whole picture of an investment bank. The knowledge I gained in this video is more than what I have learned in school. School only taught me fundamental analysis, but what I need to know is about how the investment bank looks like in the real world. By seeing that picture, I can easily pick my career path. After watching this video, I clearly know what kind of job title that I should search online. I know what my goal is now.

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Gregory-Insana1
Greg Insana

Impressed by the Investment Banking materials and the teaching as well. I come from an engineering background so the entire concept of investment banking is new to me. I was interested in learning more about it to explore the possibility of a career change. I took this online investment banking training course to get an overview of the basics and understand the structure of an investment banking company. This class did a great job of summarizing the basic pillars of the industry and introducing some key terms for someone with no knowledge of the topic.

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AntonioGraceffo
Antonio Graceffo

This course gave an excellent overview of the investment banking job and industry. It would be a good starting point for further study. The investment banking training explains the difference between a commercial bank and an investment bank. It also explains the work done by investment banks, such as IPOs, market making, specialists, private placement, research, and others. I look forward to attending other courses in the fields of finance, investment, and investment banking.

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