Course Overview

The Investment Banking Course provides a comprehensive understanding of the role of investment banks in financial markets and their key functions, including mergers and acquisitions (M&A), initial public offerings (IPOs), debt and equity financing, and corporate advisory services. Participants will explore the fundamentals of financial analysis, valuation techniques, deal structuring, and financial modelling. The course equips learners with the knowledge and skills needed to succeed in investment banking roles or to pursue advanced studies in finance.

 

Prerequisites

Basic knowledge of financial markets, accounting, and Excel proficiency is recommended.

Target Audience

This course is ideal for finance students, aspiring investment bankers, and finance professionals interested in transitioning into investment banking. It is also suitable for those new to investment banking or those seeking an understanding of its role in financial markets.

Course Highlights

  • Learn the fundamentals of investment banking functions and services.
  • Develop skills in financial analysis, valuation, and financial modelling.
  • Explore M&A, IPOs, debt financing, and capital raising techniques.
  • Gain hands-on experience with financial modelling tools.
  • Understand deal structuring, client advisory, and negotiation techniques.

Course Objectives

By the end of this course, learners will be able to:

  • Explain the fundamentals of investment banking and its functions.
  • Conduct financial analysis to assess the financial health of companies.
  • Apply valuation techniques to determine the worth of companies.
  • Analyse mergers and acquisitions and understand deal structuring.
  • Assist in capital raising through IPOs and debt issuance.
  • Build basic financial models to project company performance.
  • Conduct due diligence and risk analysis for potential deals.
  • Advise clients on financing and strategic growth opportunities.
  • Interpret financial statements and key ratios to support decision-making.
  • Prepare financial forecasts and perform scenario analysis in Excel.

Course Outline

Instructional Methods: Group discussions on investment banking basics, practical exercises in market structure, and case studies on the role of investment banks.

Topics Covered:

  • Overview of investment banking and its key functions.
  • Structure of financial markets and the role of capital markets.
  • Differences between investment banking and commercial banking.
  • Key investment banking services: M&A, IPOs, capital raising, advisory.
  • Overview of investment bank departments: front, middle, and back office.

Instructional Methods: Hands-on exercises in financial statement analysis, group discussions on financial metrics, and case studies on financial health assessment.

Topics Covered:

  • Analysing financial statements (income statement, balance sheet, cash flow).
  • Understanding key financial ratios: profitability, liquidity, leverage.
  • Normalising financial statements for comparability.
  • Using financial metrics to assess company performance.
  • Calculating return on equity (ROE), return on assets (ROA), and debt ratios.

Instructional Methods: Practical exercises in valuation, group discussions on valuation approaches, and case studies on equity analysis.

Topics Covered:

  • Introduction to valuation: intrinsic vs. relative valuation.
  • Discounted Cash Flow (DCF) analysis and calculating WACC.
  • Comparable company analysis (comps) and precedent transactions.
  • Asset-based valuation methods.
  • Performing equity analysis for potential investments or acquisitions.

Instructional Methods: Group discussions on M&A strategy, practical exercises in deal analysis, and case studies on successful acquisitions.

Topics Covered:

  • Overview of the M&A process: buy-side vs. sell-side advisory.
  • Strategic rationale behind mergers and acquisitions.
  • Steps in due diligence and key considerations.
  • Deal structuring, including stock vs. cash deals.
  • Post-merger integration challenges and synergies.

Instructional Methods: Hands-on exercises in capital raising, group discussions on IPO structure, and case studies on successful capital raising.

Topics Covered:

  • Methods of raising capital: debt vs. equity financing.
  • Understanding the IPO process and regulatory requirements.
  • Role of investment banks in underwriting and IPO pricing.
  • Overview of private placements and secondary offerings.
  • Valuing companies for IPOs and determining offer price.

Instructional Methods: Practical exercises in Excel-based modelling, group discussions on forecasting techniques, and case studies on real-world applications.

Topics Covered:

  • Basics of financial modelling: assumptions, drivers, and projections.
  • Building income statement, balance sheet, and cash flow models.
  • Sensitivity and scenario analysis in financial models.
  • Using financial models to evaluate potential deals and investments.
  • Advanced modelling techniques (e.g., LBO modelling, pro forma analysis).

Certification

A certificate of completion will be awarded upon successful completion of the course.

Course Fees

$788 $488

Investment Banking Course

Build a Strong Foundation in Investment Banking and Financial Markets

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Build a Strong Foundation in Investment Banking and Financial Markets

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