About the Program
In the 21st century, Investment banking has truly become one of the most prominent career options. Investment banking is a very popular specialization in the field of the fastest-growing banking and finance sector. It has become one of the most popular paths to choose for all the ambitious youths, graduates, and experienced professionals who aspire to become investment bankers. Investment banking is a very specific term in the field of banking and finance which deals with:
- Mergers and Acquisition (M&A)
- Financial Advisor
- Initial Public Offer (IPO)
- Equity, Money and Capital Markets
- Debt Advisory and Restructuring
- Leveraged Buyouts (LBO)
These days most of the investment banking systems are affiliated with larger banking institutes.
So, are you interested to pursue your career as an Analyst, Senior Analyst, Investment banker?
Are you willing to enhance your skills and knowledge to what the time demands, which can multiply your career growth 10x into Investment Banking?
This course is created designed to give the required expertise to handle the various aspects of investment banking roles and responsibilities including security valuation, asset management, like equity instruments, debt instruments, and other derivative instruments. This helps to meet specified investment goals for the interest of the corporates and investors. It also aims to provide the other practical operations of investment banking like investment and portfolio management, advisory services, and Mergers & Acquisitions to corporates and individuals. This course will give you exposure to the Financial Operations, Treasury, and Clearing divisions within an Investment Bank. It also covers the understanding of mechanisms and procedures required for optimizing risk-returns framework within various asset classes.
The power-packed course has logically structured modules along with activities and practical case studies, which will help you to handle challenging conversations more professionally and build skills to become a successful Investment Banker/Financial Analyst.
This course will,
- Enable you to evaluate the concepts of the Indian financial system, Stock Markets, Derivatives – Types of Derivatives products, Derivatives applications
- Make you aware of types of participants in investment banking, understanding the price of equity, types of bonds, bond price sensitivity measures and bonds vs equity investment
- Help you to analyze in-depth knowledge on financial modelling concepts like – Portfolio Theory, Time Value of Money and Capital Asset Pricing Model (CAPM)
- Give you a better understanding of the concepts of Investment banking including merchant banking, Over counter products (OTC) vs Exchange Traded Products, Know Your Customer (KYC), Anti- Money Laundering (AML) and Due Diligence
- Take you through the roles and responsibilities of 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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Security is but one of the concerns of individuals who seek to allocate their income and wealth to meet various needs of the present and the future. Insurance must thus be understood in the wider context of “Personal Financial Planning”. The purpose of this chapter is to introduce the subject of financial planning.
In this module, you will learn what is value investing, growth investing, and the types of financial products before picking up any financial instruments.
This module covers: • Introduction to Investment Banking and their Different Business Lines • Introduction to the Financial System • Types of Financial Markets & Different Market Participants & Regulatory Agencies • Introduction to Investment Banks - Buy Side & Sell-side of Business
In this module, you will learn: • Introduction to Equity • Equity Shares - Features, Advantages and Disadvantages • Preference Shares - Features, Advantages and Disadvantages • Depository Receipts - Types of ADR, Advantages of ADR and GDR • Difference between ADR and GDR • Primary & Secondary Markets • Issuance/Trading • IPO Process – Indian Markets • Stock Exchanges & Financial Centre's of the World • Trade Economics for Equity Markets
In this module, you will learn: • Introduction to Fixed Income • Fixed Income & Advantages of Fixed income products • Bonds and its Characteristics, Types of Bonds • Relation Between Interest Rate and Bond Price & Yield and Bond Price • Current Yield, YTM, Clean price, Dirty Price, Accrued Interest • Process of Securitization – MBS & ABS • Discussion on Credit Crisis
In this module, you will learn: • What is FX, Features of FX • Difference Between FX & Futures • Market Participants • Types of Quotations • Type of FX Trade - Cash, Spot, Tomm, NDF, Forward • Trade Economics of FX Transactions • FX Future and Options
In this module, you will learn: • Instruments of Money Market • Interbank Lending, T-Bills, Certificate of Deposit, Commercial Paper, Repo • Advantages & Disadvantages of Money Markets • Difference between Capital & Money Markets
• Derivatives – An Introduction • Difference between OTC & ET Derivatives • Value of Derivatives • Forwards Contracts, Futures Contract • Futures Price determination • Margins in Futures • Futures Settlement • Futures Payoffs • Definition of Options • Types of Options • Trade Economics of Options • Option Premiums • Types of Option Payoffs • Options Pricing • Styles of Exercising Options • Introduction to Swaps • Interest Rate Swap, Terminologies Involved, IRS Application – Hedging, Speculation • Equity Swap, Terminology Associated with EQS, EQS Application – Hedging, Speculation • FX Swap – Terminologies Involved in FX Swaps. Examples of Hedging and Speculation in FX Swaps • Credit Default Swap, Settlements, Credit Events, Types, Terminologies • Currency Swaps - Terminologies Involved in Currency Swaps. • Examples of Hedging and Speculation in Currency Swaps • Settlement Process of IRS, EQ, CDS, FX and Currency Swaps • Trade Economics of IRS, EQ, CDS, FX and Currency Swaps
In this module, you will learn: • What is Corporate Action • Purpose of Corporate Action • Types of Corporate Actions • Important Dates in Corporate Actions • Trade life Cycle in Corporate Action Events
In this module, you will learn: • Trade Life Cycle (TLC) – Exchange Traded Product TLC & OTC • Front Office Operations • Mid Office Operations • Back Office Operations
In this module, you will learn: • Modeling the Financial statements, Ratio analysis • Analyzing Cash Flows • Calculating Valuation of the company • Identifying assumptions for estimating future cash flows • Calculating FCFF, discount and terminal rate and NPV Comparable Companies • Data Collection and Data Structuring • Preliminary Scrutiny of the Data and Information • Modeling Assumptions for Future Action • Modeling Revenue Build-up – projecting the future revenues • Modeling the Asset Schedule • Modeling the Depreciation Schedule – Book and Income Tax Depreciation • Working Capital and Term Loan Modeling - Debt Infusion • Equity Modeling – Equity Infusion • Modeling Paid Up Capital and Share Premium Account • Performing sensitivity/scenario analysis • Overview of Portfolio Theory • Time Value of Money • Capital Asset Pricing Model (CAPM)
In this module, you will learn: • The 3 Essential Stages in Money Laundering • Techniques of Money Laundering • What is KYC? • Law related to Money Laundering • Identification of Suspicious transactions • Customer Due Diligence (CDD) • The CDD Process • When Is CDD Required? • Enhanced Due Diligence (EDD) & Ongoing Due Diligence • Customer Risk Model & Rating • Financial Action Task Force (FATF)
In this module, you will learn: • What is Asset Management • Structure of Mutual funds • Difference between an Open-Ended and Close-Ended Scheme • Hedge Funds • Structure of Hedge Funds • Hedge Fund Operations • Roles & Activities • Fund Administration • Fund Accounting • Management Fee and Performance Fee • Formula to Calculate NAV
In this module, you will learn: • Introduction to Reference Data Management • Why Reference Data Management • Static Data OMGEO, SWIFT & Markit • Securities Identification Numbers • Instrument Set-up • Investor Set-up • SSI Set-up • Counter Party Identifiers • Other Reference Data Example
• What is Risk • Types of Risk - Market Risk, Credit Risk, Liquidity Risk, Operational Risk • How to avoid Market Risk, Credit Risk and Liquidity Risk • Major causes of Operational Risk • How to Avoid Operational Risk • Regulatory Environment • Dodd-Frank Act (DFA) • European Market Infrastructure Regulation (EMIR) • Markets in Financial Instruments Directive (MiFID) • Markets in Financial Instruments Directive II (MiFID)
In this module, you will learn: • Introduction to MS Excel • Ribbon Tabs and Groups in Excel • Formatting Cells • Modifying worksheet • Moving Through Cells • What are Formulas • Sorting Data • Filtering Data • Filtering Data - Continued • Freezing and Splitting Window panes • Chart in Excel • Printing Excel • Printing Excel • Keyboard Shortcuts and Simple formulas in Excel
In this module, you will learn: • Introduction Slide • Introduction to PowerPoint • Opening of PowerPoint Window • Designing Presentation • Saving and sharing presentation • Ribbon in PowerPoint Presentation • Managing the PowerPoint Slides • Adding and Formatting text in PowerPoint Slides • Arrange Objects in PowerPoint • Add and Formatting Pictures • Inserting Charts in PowerPoint • Slide Show in Presentation • Printing the Presentation
In this module, you will learn what is Resume Builder feature and how to create customized resume.
This module enhances your understanding of the purpose of professional interviews.
Industry Recognized Certificate
EduBridge’s programs are designed to offer learners a pathway to placements and its certificate is an official credential for the learners.
On satisfying the attendance criteria requisite and by successfully clearing the assessments with a 50% score and above, learners will be awarded a Certificate of Achievement.
Learners who are unable to clear all the assessments and have scored less than 50% but fulfilled the attendance criteria will be awarded a Certificate of Completion.
*Don’t forget to add Certificate in your course package to complete the purchase.
Frequently Asked Questions
Taking this course will put you one level ahead of your peers. On day one at your current job, you will already be familiar with the concepts of valuation and financial modeling. You will get up to promote faster, add significance to your deal teams faster, and differentiate yourself through the skills you have already acquired. In addition, during the course, we spend time explaining topics such as what makes a great analyst/associate as well as the investment banking lifestyle. All of this will help develop you for life on the job.
We assume that coming in with a powerful background in finance and accounting will make it even easier for you to acquire the elements that we train. Finance and accounting form the foundation for the analysis done in investment banking. While this may be reviewed for you, the vast majority of the program is spent on the practical study of valuation and financial modeling. In other words, what you will learn in this course will be significantly distinct from, and will build on the foundation that you have learned in college, university, or graduation.
Yes, English communication is very important for placement and hence our Placement Manager will check the eligibility within the first week of batch start and share feedback. If your English is not up to the mark, you will be added to the upcoming batch of English communication.
You must have a minimum of 60% attendance in the online classes to be able to utilize the services offered under the Interview Guarantee and Job Guarantee programs.
Below are the eligibility criteria points for placement: Graduates/ Post Graduates from any stream with a minimum 50% of passing criteria Learners must have fluency in communicating in the English language Learners must have basic knowledge of Microsoft Excel
The key topics covered in this course are: Value Investing, Financial Markets, Mergers and Acquisition (M&A), Financial Advisor, Initial Public Offer (IPO), Equity, Derivatives and Capital Markets, Debt Advisory and Restructuring, Leveraged Buyouts (LBO) and much more.
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.
An investment bank is a type of financial institution that performs the function of investment banking but may also have many other finance-related activities including buying and selling of various financial instruments, equity research, asset management, and more. In addition, an investment bank may be just one division of a larger financial institution such as a commercial bank.
We constantly aim for the prosperity of each and every learner. This especially differentiates us from the rest of our competitors. We don’t believe in just making money through learning, rather we love to share it and create a better life chance for our learners. We go to great steps to ensure the completeness of your learning resources. For example, investment banking training includes case studies and projects that would be real and relevant.
We would appreciate it if maintain a 100% attendance in the training, however to be eligible for the placement a minimum of 70% attendance is required.
Most investment banks have the same strict hierarchy or ladder of financial professionals. From junior to senior, the typical hierarchy is (1) Analyst, (2) Associate, (3) Vice President (VP), (4) Senior Vice President (SVP)/Director and (5) Managing Director (MD)
As online courseware, the certificate that would be provided after the Investment banking training is widely recognized in all the major banking sectors. So, no need to worry about the certification, once you score with bright colors, your certificate will hold a benefit on its own.
The core learning will happen via 230 hours of online lectures where you registered. You will also have access to additional study material like virtual classes, PowerPoint presentations, case studies, quizzes, and eBooks on the learning portal. You will be given extensive access to a fully integrated online learning portal where all your learning materials will be uploaded. You will need to log in to the learning portal using the credentials given and operate through the portal as required.
• Graduates/ Post Graduates from any stream • Working Professionals with 0 – 3 years of work experience looking for Investment Banking Certification • Fresher with professional qualifications like CA/ICWA/CS/CFA/CFP are also eligible to apply for the programme
You will be surprised how many variations there are between the banking that you learned in business school and how things are done in the present world of investment banking and finance. While we also always feature the theory behind the concepts that we train, this course is centered on the practical features of investments and finance. Therefore, we believe that most of what we teach goes beyond, often far exceeding, what you might have discovered in an MBA program