Certification Program in Investment Banking Operations

Supported by state-of-the-art digital infrastructure and an up-to-date curriculum, this 100% online course will transform you into a future-ready professional, empowering you in banking sector fundamentals such as financial markets, trade life cycle, risk management, and regulation.
map_wht_icon 100% Online
map_wht_icon 375  Hours
map_wht_icon Learn with a Master Trainer
map_wht_icon Admission Closes on May 02
map_wht_icon Dedicated Placement Manager map_wht_icon
Our Placement Manager will provide you 1-on-1 mentorship with full job assistance for 3 months,conduct mock interviews with you, schedule interviews for you and provide instant feedback from the recruiters.
crs_sheild_icon Secure Your Salary With Digit Group Total Protect Policy Available
cal_wht_icon Zero Cost EMI Facility Available
calender_wt_icon Previous Batch Started on April 08
EMI options available check eligibility
EMI starts at   ₹ 7,222
₹  65,000
₹ 72,000 Offer expires on  April 20, 2024
Offer expires on  April 20, 2024
EMI starts at   ₹ 7,222

Course Highlights

Course Highlights
Access to content with voiceovers
Course Highlights
10+ Case Studies and Projects
Course Highlights
Doubt clearing sessions on the weekends with SMEs
Course Highlights
Access to an AI-enabled proctored assessment platform
Course Highlights
2 Certificates for the price of 1
salary
Salary - Upto 8 LPA

About the Program

Investment Banking majorly deals with Mergers and Acquisitions (M&A), Financial Advice, Initial Public Offering (IPO), Equity, Money, Capital Markets, Underwriting, Debt Advisory and Restructuring, Leveraged Buyouts (LBO) and many more. In essence, Investment Bankers are experts with their fingers on the pulse of the recent investment climate. They help clients navigate the complex world of high finance.

 

This certification program aims to help beginners and professionals master the in-demand skills that are critical for today's career opportunities. Learners will have access to the following features throughout the duration of the course:

  • Complete set of tools and techniques that will land them their dream job
  • Our structured curriculum with the latest trends and know-how in Investment Banking Operations
  • A dedicated group of highly qualified and experienced faculty members
  • Dedicated learner portal, delivering exactly everything our learners need to solidify their careers as Investment Bankers
  • Exposure to current and real-time industry trends and requirements
  • Integrated, blended learning journey with live and learn-by-yourself modules

 

The Investment Banking Operations course covers detailed discussions in Investment and Portfolio Management, Advisory Services, Mergers & Acquisitions, Security Valuation and Asset Management, like Equity, Debt, and other Derivative Instruments. It also covers understanding the mechanisms and procedures required for optimizing the risk-returns framework within various asset classes.

 

All sessions and assessments will be conducted and evaluated online. During the training programme, learners will work on capstone projects that will solve real-world problems. The knowledge and skills they gain working on projects, simulations, and case studies will place them ahead of the competition.

 

An expert-led course on Employability Skills worth INR 3000 is included in this course absolutely free! 

In addition to academic credentials, most employers search for specific talents and attributes in job candidates. Although they might not be job-specific, these abilities, sometimes referred to as employability skills, are crucial for increasing your productivity and value at work. These skills allow you to work well with others, apply knowledge to solve problems, and fit into any work environment. They also include the professional skills that enable you to be successful in the workplace.

 

This course will,

  • Help understand concepts of the Indian Financial System, Stock Markets, Derivatives etc.
  • Cover topics like the Price of Equity, Types of Bonds, Bond Price Sensitivity measures and Bonds vs Equity investment.
  • Decode Financial Modeling concepts like Portfolio Theory, Time Value of Money and capital Asset Pricing Model (CAPM).
  • Strengthen knowledge of Investment Banking Concepts, including Merchant Banking, Over Counter Products (OTC) vs Exchange Traded Products, Know Your Customer (KYC), Anti-Money Laundering (AML) and Due Diligence.
  • Help learners to be aware of the roles and responsibilities of an Investment Banker.

We hope that you will gain the required knowledge from this program and demonstrate the skills learnt.

All the best!

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Choose a Passport that helps you build a career of your choice.

SKILLS PASSPORT
₹ 65,000 ₹ 72,000
Best-in-class Curriculum with an integrated Assessment Centre for a seamless learning experience
Access to EduBridge’s Premier Learner Portal that gives you access to content with voiceovers – Learn anytime, anywhere and on any device
Learn with Seasoned Faculty possessing over a decade of industry experience, optimizing your learning journey with expert insights and knowledge: Start your live classes with faculty with experience of more than 10+ years in the industry
Access to EduBridges Premier Resume Builder -Optimize your resume and fine-tune your profile with the help of our Training Mentor
Project Consultation and Feedback with an Expert
Weekend Doubt Clearing Sessions with a Subject Matter Expert
Guest Lectures with Experts from the Industry
Learner Support Learner Support because We Care (9.00am to 6.00pm support via email, call, chat and ticket support)
ELITE Learner's Club is our loyalty program that allows you, your friends, and your family to earn cashback and points on purchases, while also providing access to exclusive offers and rewards
INTERVIEW PASSPORT
₹ 95,000 ₹ 1,05,000
This passport includes all benefits from the Skills Passport.
Access to EduBridge Curated Job Portal: Get access to a wide range of jobs specially curated for YOU by our placement team and choose the right opportunity for you.
Linkedin Profile Review with an Expert
Mock Interviews with an Assessor
1:1 Career Mentoring: Placement Preparation with a Dedicated Placement Manager
Secure Your Salary with Digit Group Total Protect Policy insures EduBridge's learners to avail upto Rs 1.2 lakhs in an event of job loss.
Interview Guarantee: Minimum 5 Interviews assured upon successful completion of the course*
JOB PASSPORT
₹ 1,40,000 ₹ 1,54,000
This passport includes all benefits from the Skills & Interview Passport.
Course on "Communicate with ease in English" with AI-enabled assessments worth INR 7000 is included in this passport powered by Languify.
Career Assessment and Counselling: Career session with a Certified Career Counsellor to give you a strong understanding on how to prosper in your career worth INR 5000 is included in this passport powered by CareerGuide.
Placement assistance with lifetime access to the EduBridge Job Portal
Job Guarantee: Dedicated Placement Manager to work with you till you get a job*
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Eligibility criteria

Education Criteria:
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Learner must hold a Valid Degree in commerce stream - B. Com/M. Com/BBA/MBA (Finance)/BAF/CA/CMA/CFA/with a minimum aggregate score of 50% and above without any backlog.
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Working professional with 0 -3 years of work experience.
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Learners must be at least 18 years old.
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Learner must be able to communicate well in English, as the training will be conducted exclusively in English.
Applicable for Interview & Job Passport Learners:
Infra Requirements
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Learner must hold a Valid Degree in commerce stream - B. Com/M.Com/BBA/MBA (Finance)/BAF/CA/CMA/CFA/with a minimum aggregate score of 50% and above without any backlog.
apply
Working professional with 0 -3 years of work experience.
apply
Learner must be able to communicate well in English, as the training will be conducted exclusively in English.
apply
Learner must have completed the grades - 10th, 12th & Graduation with a minimum aggregate score of 50% and have no backlogs.
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Learner must meet the age criteria of being between 21-24 years as a fresher and or between 21-27 years as an experienced learner.
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Learner must be a pass out of the year 2020/2021/2022/2023/2024 with a valid mark sheet from an accredited institution/ have a valid experience in an organization.
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Learners who have passed out in the year 2019 are only allowed to enrol into the Interview Passport if they have scored 50% and above in their graduation.
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Learner must submit valid documents only for background checks with his/her previous employers/institutes and submit his/her address and education proof to EduBridge before the end of the course.
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Learner must have a valid PAN card and Adhaar card, and he/she is eligible to legally work in India and open for relocation if he/she gets selected in an interview in PAN India.

Syllabus

Get started and advance your career growth with the most in demand technical program, developed by leading industry experts based on real insights and hiring in top tech companies.
syllbus edu
syllbus edu

Syllabus

Get started and advance your career growth with the most in demand technical program, developed by leading industry experts based on real insights and hiring in top tech companies.

Uncover the top skills taught in our comprehensive course

01
Financial Planning
02
Value Investing
03
Fixed Income Securities
04
Money Market
05
Trade Life Cycle
06
Financial Modelling
Projects that you will work on
Learn by working on real-world problems - Implement what you’ve learned with over 20+ real-world projects and case studies specially formulated by industry experts to make you job-ready.

Post-Merger Integration in M&A Transactions

HDFC Bank
hdfc_bank
Investigate and analyse the post-merger integration process in Merger and Acquisition deals in India. The analysis will focus on understanding the legal aspects, regulations and practical challenges associated with integrating companies after a merger or acquisition. In this project, the learner will explore the complexities and intricacies of M&A transactions.

Investment Banking Strategies and Operations

Goldman Sachs
goldman_sachs
This project will delve into the investment banking strategies and operations of Goldman Sachs, one of the world's renowned financial institutions. Learners will examine how they deal with, manage risk, handle complex financial transactions, and adapt to financial industry changes. They will also explore the role of its investment banking division in the broader context of its overall business model that contributes to its long-term success.

Global Expansion and Investment Banking Operations

Citigroup
citigroup
This project will examine Citigroup's global expansion strategies and the execution of its investment banking operations in different regions worldwide. It will analyze their market entry decisions, regulatory challenges, and client acquisition strategies. Learners will also evaluate how Citigroup customises their services to cater to diverse regional markets and navigate unique geopolitical and economic conditions.

Foreign Exchange Rate Forecasting Models

Deutsche Bank
deutsche_bank
This project will examine, develop and compare various exchange rate forecasting models for making informed investment decisions. In the study, learners will use historical data from Deutsche Bank to build and validate models, evaluating their accuracy and practicality. They will also explore the role of its investment banking division in the context of its business model that contributes to long-term success.

Risk Management and Operations

Morgan Stanley
morgan_stanley
This project will focus on Morgan Stanley's risk management practices within their investment banking division. It will assess how they identify, measure, and mitigate risks associated with their investment portfolio, market fluctuations, counterparty exposures, and regulatory compliance.

Industry recognized certificate

course_certificate
employability_skill

Earn your EduBridge Investment Banking Operations course certificate and Employability Skills certificate.

EduBridge offers an in-depth course designed to ensure our learners a pathway to jobs; these certificates are proof of mastery.

Learners will be awarded the Certificate of Achievement on satisfying the requisite attendance criteria and successfully clearing the assessments with a 50% score and above.

Our learners can share their Certificates on LinkedIn, Twitter, and Facebook, boost their resume, frame it, and tell their friends and colleagues about it.

Job roles in the industry
Financial Market Advisor
Relationship Manager
Investment Consultant
Investment Operations Analyst
Money Market Analyst
Financial Analyst
The path to better learning: course ratings and reviews
5/5

Our course rating

5
testimonial_user_image
Abhishek Pawar
Jul 22, 2023
5/5
Training sessions are good and teaching method is simple. The modules are detailed and the concepts related to investment banking operations were trained in very simple and easy manner.
testimonial_user_image
Sudheshna
May 17, 2023
5/5
I am happy with the trainer and enjoying my studies. Had a very good experience learning with Pranay Sir. He has always trained each topic with examples
testimonial_user_image
Saugata Das
May 05, 2023
5/5
The in-between classroom assignments actually keep us engaged throughout the lecture hours. I am happy with the trainer and enjoying my studies.
Learn from the best in the industry
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Sujaya Deb
Expert Faculty
I am Sujaya, a dedicated and experienced Subject Matter Expert with a Post Graduate Diploma in Banking and Relationship Management from the Manipal Academy of Banking. With over five years of banking and commerce experience, my career has taken me through various finance roles, allowing me to gain invaluable insights and expertise. I have conducted extensive training programs for NISM certification and product knowledge and consistently maintained high standards through ISO and internal audits.
https://s3.ap-south-1.amazonaws.com/cdn.edubridgeindia.com/students/photos/48723_img.jpeg
Sujaya Deb
Expert Faculty
I am Sujaya, a dedicated and experienced Subject Matter Expert with a Post Graduate Diploma in Banking and Relationship Management from the Manipal Academy of Banking. With over five years of banking and commerce experience, my career has taken me through various finance roles, allowing me to gain invaluable insights and expertise. I have conducted extensive training programs for NISM certification and product knowledge and consistently maintained high standards through ISO and internal audits.
https://s3.ap-south-1.amazonaws.com/cdn.edubridgeindia.com/students/photos/157725_img.jpeg
Ankit Walia
Expert Faculty
Dedicated and experienced trainer with a passion for educating today’s youth and helping to support them academically, emotionally, and socially in the session. Bringing forth several years of experience as an educator and trainer instructor. Bringing forth dedication, a love of education and training, and the desire to positively impact the lives of learners.
https://s3.ap-south-1.amazonaws.com/cdn.edubridgeindia.com/students/photos/157725_img.jpeg
Ankit Walia
Expert Faculty
Dedicated and experienced trainer with a passion for educating today’s youth and helping to support them academically, emotionally, and socially in the session. Bringing forth several years of experience as an educator and trainer instructor. Bringing forth dedication, a love of education and training, and the desire to positively impact the lives of learners.

Changing Lives, Transforming Careers

No more guessing, Enroll now and get trained for your dream job.

Frequently Asked Questions

To Know More About Secure Your Salary please visit: https://www.edubridgeindia.com/secure-your-salary

Participants enrolled in the Certification Program in Investment Banking Operations will be exposed to a rich learning experience that bridges theoretical concepts with practical application through a variety of engaging activities. Real-world case studies will form a significant component, enabling learners to grapple with authentic scenarios encountered in the realm of investment banking. These case studies foster critical thinking and problem-solving skills, allowing participants to analyze and formulate effective strategies for real industry challenges. Moreover, learners will actively engage in internet research, delving into current trends and developments within investment banking operations. Role-playing exercises will provide participants with hands-on experience in simulating actual business scenarios, enhancing their decision-making skills and understanding of industry dynamics. Debates and presentations will encourage participants to articulate and defend their viewpoints on investment banking-related topics, honing their communication and persuasion abilities. Collaborative learning will be facilitated through group discussions, where participants can share insights and engage in thoughtful debates, enriching their understanding of investment banking concepts. Doubt-clearing sessions will ensure that participants can seek clarification on complex concepts, promoting a comprehensive understanding of the subject matter. Regular assessments will gauge participants' progress, evaluating their application of knowledge and practical skills. In summary, the program's diverse blend of case studies, internet research, role-playing, debates, presentations, group discussions, doubt-clearing sessions, and assessments creates a holistic learning environment that readies participants with the practical expertise, analytical insights, and collaborative skills essential for excelling in the dynamic domain of investment banking operations.

Assessments are visible to you in the 'My Courses' section. Your Trainer will activate this post completion of the sessions. Once the Assessments are activated, you will get a notification on your 'My Calendar' option about the same.

At EduBridge, we are committed to delivering top-quality interview services to our learners. Our team works diligently to match learners with suitable interview opportunities in alignment with their skills and preferences. However, unforeseen circumstances can sometimes arise that may prevent us from fulfilling our commitment to provide interviews to the learner. In the unlikely event that we are unable to secure an interview opportunity for the learner, we offer a refund of INR 30000* on the Job Passport and INR 15000* on the Interview Passport. • Eligibility for Refund: The learner will be eligible for a refund if we have been unable to arrange interview opportunities as mentioned in the Terms & Conditions*. • Amount of Refund: The amount as mentioned above of INR 30000 and INR 15000 will be subject to full fees being paid by the learner. In case a learner has been awarded any discount on the course fees during enrolment, the said percentage of discount would also be adjusted during the refund. For example – Course Value is INR 80000 and during enrolment, learner was awarded a discount of 10% and therefore the net fees paid was INR 72000. In this situation, 10% would be deducted from the refund amount as well and in case refund situation arises, the amount refunded would be INR 27000 (for Job Passport) or INR 13500 (for Interview Passport). • Refund Process: To initiate the refund process, the learner must submit a written refund request to wecare@edubridgeindia.in. The request should include the learner's full name, contact information, and enrolment details. • Processing Time: Once we receive a valid refund request, our team will review the case and process the refund within 30-45 working days Refund Amount: The refund amount will be issued using the same payment method used during enrolment. • Non-Applicability: The refund policy will not apply if the learner falls into any of the criteria which make the service void. This has been detailed in the terms and conditions section as well. Please note that this refund policy is designed to provide a fair resolution in cases where we are unable to fulfil our commitment to secure an interview opportunity. We remain dedicated to assisting our learners to the best of our abilities and aim to achieve successful outcomes for all learners. If you have any further questions or require clarification regarding our refund policy, please do not hesitate to contact our customer support team.

The online live classes are of 3 hours. However, there are no mandatory daily timelines for the learn-by-yourself modules. You can dedicate as many hours as possible to those sections.

We have a dedicated calendar section on the Learner Portal. Here you can see your planned classes at least a month in advance. We also send out e-mails and SMS as reminders.

You must have a minimum of 70% attendance in the online classes to be able to utilise the services offered under the Interview Passport and Job Passport programs.

We follow a blended training approach here at EduBridge. There will be a mix of live trainer-led sessions, some videos with voiceovers and pre-recorded videos that are learn-by-yourself mode.

Upon successfully completing the Certification Program in Investment Banking Operations, learners will be awarded an industry-recognized certificate, attesting to their proficiency and competence in the intricate field of investment banking operations.

Don't worry! You can attend weekend doubt-clearing sessions, which are topic-based classes conducted by our Senior Subject Matter Experts. You will receive regular invitations and notifications on the portal, WhatsApp, or email.

You will be required to submit your PAN card, AADHAR details, Marksheets of 10th, 12th, and Graduation, Supporting educational certificates and any other requirements as mandated by the recruiters.

If the learner has work experience in a different field than the course they are enrolling in, they will be considered freshers and not as having relevant experience. Only relevant work experience in the said course is considered as a work experience learner in any course.

We hope that such a situation does not arise as we offer you 3 upcoming schedule options to choose from, so we hope you choose wisely. In an unfortunate event, when you do need to change the batch, you can request a batch change before you attempt the Entrance Level Test. You can change a batch only once in the lifetime of the course.

We at EduBridge, do not provide recordings. However, learners can access training content with voice-over on their Learner Portal.

Elite Learner's Club is a loyalty program for our learners that will offer continuous learning through our various services. Click here for more information: https://www.edubridgeindia.com/refer-and-earn

The Certification Program in Investment Banking Operations offers a comprehensive curriculum that immerses participants in the intricate world of investment banking. This course covers a diverse range of topics critical to understanding the operations and processes within the investment banking sector. Participants gain insights into security valuation, asset management encompassing equity, debt, and derivative instruments, investment and portfolio management, advisory services, and the intricacies of facilitating Mergers & Acquisitions for corporate entities and individuals. Understanding the operations and processes within investment banking is paramount due to the sector's central role in global financial markets. The course bridges the gap between theoretical knowledge and real-world application, providing participants with a holistic understanding of the mechanisms underpinning investment banking operations. By unraveling the intricacies of trade execution, settlement procedures, risk assessment, and regulatory compliance, participants gain a well-rounded grasp of the critical processes that shape the industry. The program also delves into practical operational aspects, including Financial Operations, Treasury, and Clearing divisions within an Investment Bank. Participants gain a deep understanding of the mechanisms and procedures required to optimize the risk-return framework across various asset classes.

The comprehensive curriculum of the Certification Program in Investment Banking Operations spans a wide spectrum of pivotal facets within the investment banking landscape, ensuring participants are equipped with a holistic skill set. From the fundamental principles of financial planning and value investing, the course navigates through the intricacies of trade settlements, risk management, and regulatory compliance. It provides a profound understanding of investment banking's role within the broader financial system and delves into the mechanics of cash equities, fixed income securities, foreign exchange markets, and money markets. Participants will receive in-depth instruction on an impressive spectrum of topics, ranging from fundamental aspects such as an Introduction to Investment Banking and the Financial System, to advanced subjects like Derivatives – covering Forwards, Futures, Options, and Swaps. The program systematically delves into the mechanics of trade settlements, enabling participants to understand the intricate processes of confirming and finalizing trades. Risk management takes a prominent role, equipping participants with the tools to assess and mitigate various risks inherent to investment banking activities. Regulatory compliance and Know Your Customer (KYC) procedures are meticulously covered, ensuring that participants grasp the vital importance of adhering to legal and ethical standards. Moreover, participants gain insights into asset management, including mutual funds and fund accounting principles, fostering competence in managing investment portfolios. The curriculum extends to reference data management and proficiency in essential tools like Microsoft Excel and PowerPoint, underscoring the course's commitment to practical applicability in investment banking operations.

Upon successful completion of the course, participants will emerge equipped with a comprehensive repertoire of skills and knowledge crucial for excelling in the multifaceted realm of investment banking. They will gain a profound understanding of operational processes that drive the industry, from trade executions to settlement mechanisms, enabling them to navigate complex transactions with finesse. Mastery of risk assessment will empower participants to identify, evaluate, and manage diverse risks intrinsic to investment banking operations, including market fluctuations and credit vulnerabilities. Moreover, participants will develop a keen awareness of regulatory frameworks, ensuring they can navigate compliance complexities and uphold ethical standards within the financial landscape. This investment banking certification course offers an immersive exploration of pivotal realms such as Financial Operations, Treasury, and Clearing divisions within the contours of an Investment Bank. By delving into these critical aspects, participants gain invaluable insights into the mechanics and protocols for optimizing the risk-reward paradigm across diverse asset classes. Armed with this multifaceted knowledge, graduates are well-prepared to make informed decisions and drive strategic endeavors within the dynamic landscape of investment banking operations. A key highlight is proficiency in Financial Modeling, an essential tool for analyzing investment opportunities and making informed decisions. Derivatives, ranging from forwards and futures to options and swaps, will be demystified, allowing participants to comprehend their valuation and application in managing risk and enhancing returns. The Foreign Exchange Market will become familiar, enabling participants to comprehend currency dynamics and harness international opportunities. Proficiency in managing Mutual Funds and navigating Fund Accounting will set participants on the path to effective asset management. Additionally, participants will develop proficiency in MS Excel and PowerPoint, enhancing their ability to analyze financial data, construct models, and communicate findings with clarity and impact. Participants will be well-prepared to make significant contributions to investment banking operations and manage the complexities and demands of the financial sector by integrating these skills and knowledge.

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