Investment Banking

Certificate in Investment Banking Analytics

About

The EduFin, AEH offers a “Certificate in Investment Banking Analytics”, a five-month part-time intensive classroom program, designed specially to impart practical knowledge in the field of Investment Banking (I-Banking)

The course is developed, keeping in mind, the evolving financial industry, requiring individuals to be “job ready” and ensuring productivity from the day they join the organization

The course offers a perfect blend of academics and practical approach, which is highly relevant within the ever competitive financial industry

The program focuses on imparting expertise and knowledge in the field of Investment Banking, Equity Research and Financial Modeling, keeping in view the skill-sets that the industry expects and demands

Why this Program?

1.      Job focused Productivity- Oriented Skill based program

a.       Crack KPO, BPO, Investment Banking job interviews with sure shot success

b.       Covers more than 50% of CFA (US) curriculum

c.       100% employable from day one

2.      Building &Understanding of Financial Model from Scratch

a.       Don’t be trained in financial modeling, be educated in financial modeling

3.      Sector Definite and Region Centric Valuation

a.       Be the Valuation Guru, because we cover all major industries in and out.

4.      Covering Industry relevant IFRS

a.       KPO BPO employers have failed to find FINANCIAL COURSES IN INDIA THAT COVER IFRS, students from our course are deemed expert in IFRS

5.      Soft Skills & Interview Preparation

a.       With dedicated time for soft skills and interview training, Be prepared to crack any KPO BPO interview in the best of the companies

6.      Authentic Skill Development Program

a.       Be ready for multiple profiles of analyst, associate, process associate

7.      Recognition by IAO & RU

a.       Study shows that IAO certification gives preference to all the participants across globe

Key Features

  • Designed by Industry Practitioners to provide Job with enhanced Productivity Skills
  • This Program would be an initiative of AEH in the field of Finance Research Skill Development
  • The core focus of the program will be towards Valuation, Research and Analysis of the companies
  • This program will be a Tri-Certification course which gives higher weightage to all the participants
  • Participants will gain various skills like Analytical, Financial Modeling, Valuation, Presentation, etc.
  • Guest Lectures will also be provided by the Industry Experts
  • Placement Assistance will be provided to all the participants

Course Modules

Module 1 – Fundamentals of Accounting

  • Introduction to Accounting
  • Overview of golden rules of accounting
  • Accounting Concepts & Conventions
  • Journal Entries & Ledger Preparation
  • Accounting Equation
  • Understanding Income Statement
  • Understanding Balance Sheet
  • Understanding Cash Flow Statement
  • Statement of Change in Equity
  • Inter-relationship between Financial Statements
  • Navigating through Company Filings
  • EPS
  • Ratio Analysis
  • Financial Statement Analysis
  • Assignment of Ratio Analysis on different National & International companies

Module 2 – International Financial Reporting Standards (IFRS)

  • First-Time adoption of IFRS (IFRS 1)
  • Inventories (IAS 2)
  • Income Taxes (IAS 12)
  • Property, Plant & Equipment (IAS 16)
  • Leases (IAS 17)
  • Employee Benefits (IAS 19)
  • Impairment of Assets (IAS 36)
  • Industry case study to be discussed in class (Indian Factory)

Module 3 – Basics of Excel

  • Overview of Excel
  • Introduction to Various Tabs
  • How to do the formatting?
  • Basic functions - Cut, Copy & Paste (CCP)
  • Format Painter
  • Paste Special
  • Overview of different views in Excel
  • Inserting Data
  • Conditional Formatting
  • Introduction to Formulas
  • Financial Functions, Logical Functions, Mathematical Functions, Lookup Functions
  • Text Functions, Date & Time Functions, Statistical Functions
  • Advance Formatting

Module 4 –Excel Analytical and Presentation Tools

  • Introduction to Analytical Functions
  • Data Validation
  • What-If Analysis - Goal Seek, Scenario Analysis & Data Table
  • Analysis Tool Pack
  • Forecasting Functions
  • How to link and format the sheets
  • Hyperlinks
  • Difference between Formulas & Functions
  • Creating a Bar Chart, Histogram, Pie Chart, Line Charts, Scatter Diagram, Two Axis Charts

Module 5 –Capital Budgeting

  • Introduction to Interest Rate
  • Simple Interest & Compound Interest
  • Introduction to Time Value of Money
  • Understanding Time Value of Money on Excel
  • Introduction to Capital Budgeting
  • Capital Budgeting concepts  - NPV, IRR, Payback Period& PI
  • Concept of Cost of Capital - WACC
  • Working Capital Management
  • Case Studies

Module 6 –Fundamental Valuation

  • Introduction to Valuation
  • Introduction to Dividend Discount Model (DDM)
  • Introduction to Dividend Discount Model (DCF)
  • Introduction to and Understanding of Excel Template
  • Case Studies - DCF application
  • Sum of the Parts (SOTP) Valuation

Module 7 – Investment Banking I – Trading Comparables

  • Introduction to Relative Valuation
  • Equity Value Vs. Enterprise Value
  • Equity Value Multiples
  • Enterprise Value in detail (Trading Comparables)
  • Introduction to Filings and Types of filings
  • Choosing appropriate peer group
  • Calculating fully diluted shares
  • Adjusting the Enterprise Value
  • Normalization of Income Statement
  • Calculating LTM
  • Enterprise Value Multiples
  • Pro-Forma Adjustments
  • Introduction to Databases - Bloomberg, Facstset, Capital IQ, Thomson Reuters

Module 8 – Sector Specific Valuation

  • Introduction to Excel Template
  • Understanding the Trading Comparables Excel Template
  • Comparable Company Analysis - Sector Specific Valuation
  • Comparable Company Analysis - Region Specific Valuation

Module 9 – Investment Banking II – Transaction Comparables

  • Introduction to Transactions Comparables
  • Choosing appropriate deal
  • Discussing strategic rationale
  • Types of Deals
  • Control premium and synergies
  • Calculating Equity Value & Enterprise Value

Module 10 – Company Profiling

  • Introduction to Company Profiling
  • Components of Profiling
  • Overview of Pitch Book Building - Company Analysis
  • Overview of Pitch Book Building - Industry Analysis
  • Analyzing Broker Reports

Module 11 - Soft Skills,Presentation Skills and Interview Preparation

  • Introduction to Soft Skills
  • Basics of Communication
  • Components of Communication
  • Non-Verbal Communication
  • Verbal Communication
  • E-Mail Communication
  • Introduction to Presentation Skills
  • Presentation Skills key points
  • A professional presentation - how it is to be done?
  • Introduction to Interview Preparation
  • Why people don't get interview call
  • Understanding the secrets of interview success
  • Turning weakness into strength
  • Body language in an interview
  • Dressing for interview success
  • Commonly asked interview questions
  • Interview Questions - Financial Accounting
  • Interview Questions – Excel
  • Interview Questions - Investment Banking

 

 

Course Fees:

Rs. 75,000 + Taxes

Course Duration:

5 Months - Weekends (Sundays + Alternate Saturdays)