INVESTMENT

BANKING
MASTER COURSE
4 MONTHS OF INSTRUCTOR-LED ONLINE
INVESTMENT BANKING COURSE

4 Months 185+ Hours

Live Training Course Delivery

100+ Hours 25+ Hours

Practical Doubt Solving
Assignments Classes

Accredited By:

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 COURSE HIGHLIGHTS

INTERNATIONALLY MASTER
ACCREDITED CERTIFICATION

100% 24*7
JOB GUARANTEE SUPPORT

1 MONTH LMS
PAID INTERNSHIP LIFETIME ACCESS

1:1
MENTORSHIP MONEY BACK
GUARANTEE

4 185
CAPSTONE PROJECTS HOURS LECTURES

6
GLOBALLY ACCREDITED
JOB PORTAL
CERTIFICATES EXCLUSIVE ACCESS

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 JOB INTERVIEW SKILLS

While you focus on your technical skills, we ensure that you are getting industry-
ready with our interview & corporate cultural training program

LinkedIn
Mock
Profile
Interviews
Building
Preparation

Puzzles
Statistics and
Business Case Studies
in Critical Thinking Guesstimate

Problem-
Corporate
Solving/Critical
Culture and
Thinking
Behavioral Skill
Guesstimate
Resume Learning
Building Hackathon How To
Learn

Communication
Skills

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 DEDICATED PLACEMENT SERVICE FOR YOU

Workshops on
Mock Interviews
Workplace
Behaviour

Oppurtunity Resume/
Rich Job Portal CV Building

Communication
Industry-Aligned
Portfolio And Aptitude
Training

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 EXCLUSIVE BENEFITS

Monthly Webinars With Project

Hackathons
Industry Leaders Presentation Guidance

Live Doubt Weekly Group/ Corporate

1:1 Mentorship
Solving Sessions Individual Projects Behavioural Skills

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 WHAT MAKES US THE BEST?

4 Hands-on Projects 5 Assignments

BharatPe Teaser & Industry Report Test your curriculum learnings
Rocking Investment Deck through classroom collaboration
Colgate Valuation Model with the faculties
Hello 3-Statement Financial Model

Paid Internship 550+ Hiring Partners

Get industry exposure by Access to career opportunities
working with our through our job portal
corporate partners

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 8 INVESTMENT BANKING PROJECTS

Get 4+ Investment Banking projects, and participate in

hackathons & group assignments to master the skill

PROJECT 1 PROJECT 2

BharatPe Teaser &

Colgate Valuation Model
Industry Report
You would be working for a well-known fintech As a part of this case study, you would be firstly
company based in India – BharatPe. As a part opf requested to prepare a 3-statement financial
this case study, you will be preparing two model for the public company, Colgate with the
materials, that are 1-pager Teaser and an Industry publicly available data. This way you will be to
Overview deck. This will help you brief out the ace your research as well as financial modeling
investment opportunity for the potential investors. skills. Post the successful completion of the
This shall be supported by writing an industry forecast model, you will be performing a DCF
research report highlighting the key drivers, market Valuation analysis and apply the concepts of
size, headwinds, tailwinds, competition, etc. WACC, Terminal Value using multiple
approaches.

PROJECT 3 PROJECT 4

Hello 3-Statement
Rocking Investment Deck
Financial Model
The project will help you prepare for the first step The goal of this case study would be to help
in an investment banking deal – pitching!. You bridge the accrual profitability of the business
would be acing on your MS PowerPoint, research, with it actual cash position. You shall prepare the
content writing and data presentation skills by cash flow statement which help you match the
working on this hypothetical private company BS of the company. After that, financial analysis
who is seeking to raise funds for their growth and a dynamic dashboard shall be created to
initiatives. provide structured and profound insights.

Also, Get 4 Notable (Optional) Portfolio Building

Projects with Top MNCs via Forage

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 PAST PLACEMENTS

NAOMI SOANS ROHIT IYER GANGA RANA

Student Assistant Retail Sales Manager Student

Associate Analyst Equity Research Associate Wealth Advisor

SURAYA THAKUR ANMOL SAHA KANIKA GILL

Senior Software Engineer Student Student

Investment Consultant Investment Banking Analyst Financial Analyst

SHIVANSHI KUMAR RAVI PANDEY

AMRIT PAL

Student Student
Student

Equity Analyst Investment Banking Associate

Financial Analyst

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OUR COURSE/ INTERNSHIP CERTIFICATIONS

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 CAPSTONE PROJECTS CERTIFICATIONS

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 COURSE ADVANTAGES

100% Money-
Easy EMI Back Guarantee
Pay in 12 interest-free EMI
If you do not like our course, you
can claim a 100% money return
after your first session

Certification Fee Group Discount

Price includes exam and
COURSE
COURSE
10% group discount on 3
certification fees For IIM SKILLS ADVANTAGES
ADVANTAGES or more registrations
& Lisburn University

Key Metrics For

Job Guarantee
Mandatory participation in every Lifetime
group project/hackathon LMS access
activity provided by the trainers
and mandatory attendance of
minimum 90% is required

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 GET TRAINED BY INDUSTRY EXPERTS

VARUN
DR. SWATI N.
Entrepreneur & Author
Worked at : Assistant Professor at

TUSHAR B. VIKAS K.

Investment Banking Expert Investment Banking Expert

Worked at : Worked at :

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TOOLS COVERED

550 HIRING PARTNERS

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 COURSE CURRICULUM

MS POWERPOINT

Introduction to MS PowerPoint and understanding the Ribbon

Keyboard shortcuts and their importance
Creating, managing and designing the slides
Adding transition and animations
Formatting by using themes, different color schemes
Creating the Slide Master
Inserting Pictures, links and editing them
Working on Illustrations and Shapes
Building different kinds of graphs and graphs like bar graphs, line charts, combo charts, football field,
scatter plot, histogram, pie chart, waterfall, stacked column chart, to name a few

MS EXCEL

Introduction to MS Excel and understanding the Ribbon

Keyboard shortcuts and their importance
Regular use functions like Vlookup, Hlookup, Index, Match, Sumifs, Offset, Paste Special, Concatenate,
Indirect among others and their combination among themselves
Rules of conditional formatting
Font and number formatting
Concepts of freezing of cells, rows and columns
Data Validation, Sorting and Filters using excel functions as well as formulas
Table functions and dynamic arrays
Data presentation through Pivot Tables, Pivot Charts and Slicers
Introduction to Macros
Creating different types charts and graphs including but not limited to bar graphs, line charts, combo
charts, football field, scatter plot, histogram, pie chart, waterfall, stacked column chart
Sparklines
Sensitivity analysis using Data Tables
Dynamic dashboards
Time value functions like PMT, PV, FV, NPER, RATE
Text functions like Proper, Find, Replace, Substitute, Left, Right, Mid, etc.
Text to Column functions like Delimit, Flash Fill
Return functions like IRR, XIRR, NPV, XNPV
Iterative calculations and circular referencing
What If Analysis using Goal Seek, Scenario Manager, Data Table

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FUNDAMENTALS OF FINANCIAL SYSTEM AND MARKET

Basics of a Financial System

Different Kinds of Financial Markets – Primary Market & Secondary Market, Capital Market & Money Market
Market Participants and Regulators
Stock Exchanges and Financial Centres
Difference between Over-the-Counter and Exchange Traded securities
Types of Shares – Equity and Preference Shares
Understanding of Long and Short positions including Short Sell
Meaning of Depository Receipts
Characteristics, Securitization and Types of Bonds
Meaning and Concepts of Interest, Bond Price and Yield
Yield to Maturity
Forex and its Features
Quotes and Trades

TECHNICALS OF INVESTMENT BANKING

Overview of Investment Banking

Role of Investment Bankers
Types of Investment Banks – Bulge Bracket, Mid-Market and Boutique
Merchant Bank vs Investment Bank vs Commercial Bank
Meaning of Buy-Side and Sell-Side of Business
Investment Bank vs Private Equity vs Venture Capital
Concepts of Mergers and Acquisition (“M&A”), Joint Venture (“JV”), Spin-off and Capital Raise
Vertical and Horizontal Mergers
A Sell-Side Deal Lifecycle
Concept of Due Diligence
Different Funding Stages / Types – Seed Round, multiple Series, Initial Public Offering (“IPO”), Rights Issue, Private
Placement, etc.
Concept of Underwriting and Book Building Approach
Overview of Greenshoe Option
Understanding of Corporate Restructuring and Turnaround
Discussion on Tender Offer, Earnout, Leveraged Buyout (“LBO”), etc.

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DERIVATIVES MARKET

Introduction to Derivatives
Forwards, Futures and Options
Understanding of Long and Short positions
Discussion of Call and Put Options
Different types of Payoffs and Pricing in Derivative Markets
Concept of Swaps and its Types (including Equity, Interest Rate and Forex)
Meaning of Hedging and Speculation
Overview of Credit Default Swaps

DIFFERENT MARKETING COLLATERALS

Buyers’ List / Investors List

Non-Disclosure Agreement (“NDA”)
Pitchbook / Pitch Deck
Teaser
Confidential Information Memorandum (“CIM”)
Financial Models

TECHNICALS OF FINANCIAL MODELING

Introduction to the structure for a financial model

Creating scenarios using different ways including Index, Choose, Scenario Manager
Projecting/forecasting the three financial statements – IS, BS and CFS
Building detailed revenue and cost drivers for different business types including real estate, e-commerce,
utility, business services, automobiles, food aggregator, subscription-based firms, conglomerate/MNC
businesses, etc
Preparation of different schedules including equity, depreciation, debt, working capital, fixed assets, etc.
Best financial modelling practices and error tracking tricks
Key formatting tips including best print setup approach
Addition of Cover Page, Index, Financial Summary and other key tabs

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BUSINESS VALUATION

Relative Valuation– Trading and Transaction Comps

Difference between GPC and GTM
Difference between Deal Value, Offer Value and Transaction Value
Criteria to screen peers
Valuation multiples to be used
Calculation of Enterprise Value using Equity Value and other components
Ideal time periods to focus on including Last Twelve Months (LTM), Next Twelve Months (NTM), historical
years and projected years
Concept of Controlling Premium
NAV Approach for Valuation
Relevance of the approach
Blended valuation presented through football field analysis
Presentation of Valuation Output
Concepts of Pre-Money and Post-Money Valuation

DCF Valuation
Understanding and calculation of FCFF vs FCFE and its relationship
Related concepts of NOPAT, change in working capital, Capex adjustments
WACC using detailed calculations for the cost components, including CAPM and multi-factor model
Concepts of different risks and their inclusion for valuation purposes (ERP, CRP, SSRP, IRP, DLOM, DLOC)
Different ways of calculating Beta
Concepts of Levered and Unlevered Beta
Terminal Value using different approaches – Gordon Growth Model/Perpetuity Growth Model, Exit Multiple
Method, H-Model
Mid-Period valuations
Sensitivity Tables

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NEW AGE TOOLS

Integrating the art of building financial models with the skills of Python and ChatGPT

Python in Financial Modeling

Overview of Python Language and introduction to Integrated Development Environment (IDE)
Application of Python in Finance
Writing and Running Python Codes
Python Syntax – Variables, Data Types, Variable Assignment
Data Type Conversion and Arithmetic Operations
Python Financial Packages / Libraries

ChatGPT and AI in Financial Modeling

Introduction to ChatGPT and it’s use case in the finance world
Writing ChatGPT prompts
Integrating AI tools into the MS Excel & MS PowerPoint software
Building formulas using AI
Writing macro and VBA codes for MS Excel & MS PowerPoint using ChatGPT

PowerBI
Introduction to Power BI – Overview, Installation, Sources and Connectors
Data Loading and Transformation – Connecting to various sources, Data Manipulation using Power Query Editor
Data Modeling – Creating Relationships, Data Model Design, Creating Calculated Columns and Measures
Advanced DAX Functions – Logical functions (IF, SWITCH), Aggregation functions (SUMX, AVERAGEX), Filter
functions (CALCULATE, FILTER, ALL), Time Intelligence functions in DAX
Financial Reporting and Dashboards with Power BI
Budgeting and Forecasting with Power BI
Cashflow, Profit and Expense analysis with Power BI

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 COURSE TIMINGS

WEEKEND BATCH
10:00 AM - 12:00 PM IST

Saturday and
Sunday

COURSE FEE

SELF PACED PROGRAM MASTER PROGRAM UNIVERSITY PG PROGRAM

Self Paced Live Classes Live Classes

One Year LMS Access Lifetime LMS Access Lifetime LMS Access

Job Support Job Support Job Assurance

Placement Portal Access Placement Portal Access Placement Portal Access

2 Financial Model Templates worth $600 5 Financial Model Templates worth $2k 10+ Financial Model Templates worth $5k

WhatsApp Group WhatsApp Group WhatsApp Group

1:1 Mentorship Group Mentorship 1:1 Mentorship

Internship Paid Internship Paid Internship

LinkedIn Profile Optimization LinkedIn Profile Optimization LinkedIn Profile Optimization

Work From Home Work From Home Work From Home

Global Placement Guarantee Global Placement Guarantee Global Placement Guarantee

Leadership Lounge Access Leadership Lounge Access Leadership Lounge Access

Campus Immersion Campus Immersion Campus Immersion

Personal Branding Toolkit Personal Branding Toolkit Personal Branding Toolkit

International Freelancing International Freelancing International Freelancing

INR 29,900 + 18% GST INR 49,900 + 18% GST INR 1,49,900 + 18% GST

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