Investment Banking Course Syllabus – A Detailed Guide
Investment banking has become one of the most appealing and highly rewarding careers nowadays. Indeed, it is very challenging on the other hand. But a career in investment banking will benefit you in every possible way because of its demand in the finance sector. If you are looking for an investment banking course, make sure you go through the investment banking course syllabus which helps you achieve your destination in investment banking.
It is very important to know about syllabus before applying to any institute, that’s why here in this article we have covered common topics in investment banking course syllabus and institute that provides in-depth learning of investment banking through their syllabus.
What is Investment Banking?
Investment banking is a particular area of banking that deals with raising money for various business industries and even government organizations. Investment banks frequently assist and advise their clients on how to handle a variety of financial assets, including real estate, debt and equity funds, and so on.
They facilitate communication between security issuers and investors and support the Initial Public Offerings of new businesses. Either they purchase all available shares at a price decided by their experts and then resell them to the general public, or they sell shares on behalf of the issuer and get a commission for each share sold. Along with offering supporting services like market making, derivatives trading, foreign exchange, fixed income instruments, products, and equity securities, investment banks also assist businesses in mergers and acquisitions.
What is an Investment Banking Course?
If you are planning to step into investment banking but have no idea where to start. Some numerous institutes and colleges provide investment banking courses.
There might be short-term or long-term courses depending upon the investment banking course syllabus and requirements. Some of the institutes also provide industry-recognized certification and internship or placement support to help you start your career in investment banking.
Investment Banking Course Syllabus
Depending on the institute you opt for, the investment banking course syllabus could be more in-depth or have a different informational structure.
With the assistance of various software or specialized program, the investment banking course syllabus is created to offer comprehensive instruction in investment banking.
The investment banking course syllabus is a mix of theoretical and practical concepts, which is industry oriented and introduces students to a variety of finance and banking concepts.
Through the study of topics like finance and banking, it intends to educate the same.
Although the investment banking course syllabus may vary from program to program or curriculum to curriculum, remember your syllabus is a list of tasks and objectives for each learning outcome. It acts as an excellent road map, setting you to your destination and the best route. That’s why it is very important to know about the syllabus before applying to any college or institute.
What Are the Basic Topics Covered in the Investment Banking Course Syllabus?
Here we have listed some of the frequent topics that are covered in investment banking courses.
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Skills You Will Gain Through the Investment Banking Course
- Strong Numerical and Analytical Skills
- Communication and Interpersonal Skills
- Problem-Solving Skills
- Teamwork and Team Leadership Skills
- Connection and Network Building
- Project, Presentation, and Time Management
- Adaptability and Co-operation
- Work Ethics
- Market Analysis
How is an Investment Banking Course Beneficial?
The investment banking course is an appropriate course to have a complete knowledge of banking and related to it. BBA and B.Com in investment banking is an entry-level qualification course for students aspiring to have a career in investment banking. The course is beneficial for students since it offers tremendous opportunities in the field of investment banking with lucrative benefits.
After completion of the investment banking course, candidates can get various opportunities to work in both the private and public sectors.
A Career in Investment Banking
Working for a financial organization that offers clients investment banking services is the usual work of an investment banking industry. An entry-level analyst position is where the traditional investment banking career path begins. Research and analysis, the buildup of financial models, and the preparation of client presentations are all the responsibility of analysts.
After a few years as an analyst, people might advance to associate jobs, where they handle greater responsibility and work on bigger transactions, Vice president, Director, and Managing Director are examples of senior roles in investment banking. More customer interaction, management of less experienced staff, and monitoring of the entire deal process are all responsibilities of these roles. In addition to certain career paths in investment banking, some people might prefer to focus on certain fields like mergers and acquisitions, equity capital markets, or debt capital markets. Others might enter related professions like corporate finance, venture capital, or private equity.
Long hours and a demanding workplace can make an investment banking career challenging. It can, however, also be extremely rewarding, offering chances for quick growth and good pay.
Here We Have Given You a Comprehensive Investment Banking Course Syllabus From the Top 5 Institute of Investment Banking.
1. IIM SKILLS
About:
If you want to go in-depth into investment banking, please go through the IIM SKILLS’ investment banking course syllabus. IIM SKILLS is one of the top institutes that provides the best courses for all students and professional workers with pocket-friendly budgets. Their investment banking course can help you achieve your goal and will get you ready for the industry.






Course Name: | Investment Banking Master Course |
Duration of the Course: | 3 Months + 1 Month Internship |
Fees of the Course: | Rs.39,900 + 18% GST |
Mode of Learning: | Online |
Investment Banking Couse Syllabus: | |
Module 1: MS Power Point | Introduction to MS PowerPoint and understanding the ribbon Keyboard shortcuts and their importance Creating, managing, and designing the slides Adding transitions and animations Formatting by using themes, different colour schemes Creating the slide masters Inserting pictures, links and editing them Working in illustrations and shapes Building different kinds of graphs like bar graphs, line charts, combo charts, football fields, scatter plots, histograms, pie charts, waterfall, and stacked column charts to name a few. |
Module: 2 MS Excel | Getting started with MS Excel and comprehending the ribbon The importance of keyboard shortcuts Functions that are frequently used include, index, offset, vlookup, match, hlookup, paste-special, concatenate, and their combinations. Conditional formatting guidelines Formatting of the font and numbers Freezing concepts of columns, rows, and cells Using Excel tools and formulas to validate data, sort it, and filter Functions for tables and dynamic arrays Data presentation with slicers, pivot tables, and charts Macros introduction Creating a variety of graphs and charts, such as waterfall, bar and line graphs, combo, stacked column and pie charts, football field, scatter plots, and histograms Sparklines Utilizing data tables for sensitivity analysis Dynamic dashboards Functions for time values such as PV, FV, NPER, PMT, and RATE Functions for text include proper, locate, replace, substitute, left, right, and mid Delimit and flash fill functions for text to columns Return formulas such as XIRR, XNPV, IRR, and NPV The use of circular references and iterative calculations Use of goal search, scenario manager, and data table in what-if analysis |
Module 3: Basics of the Financial System and the Market | The foundation of the financial system There are various types of financial markets, including main and secondary markets, capital markets, and money markets Participants in the market and regulators Over-the-counter and exchange-traded securities have different characteristics Equity and preference shares are two types of shares Knowledge of long and short positions, including selling short Depository receipts definition Bond types, characteristics, and securitization Understanding interest, bond price, and yield Yield to completion Future of the Forex Traded and quotes |
Module 4: Derivatives Market | A description of derivatives Futures, options, and forwards Knowing how to trade long and short Discussing calls and putting options Different payoffs and price structures in the derivatives markets Swap concepts and types Meaning of speculating and hedging Credit default swaps: An overview |
Module 5: Technical of Investment Banking | Introduction to investment banking Investment bankers function Investment banks can be classified as bulge bracket, mid-market, or boutique Comparing investment banks, commercial banks, and merchant bank What does the buy side and sell side mean in business Venture capital, private equity, and investment banks Concepts of joint ventures, spinoffs, mergers and acquisitions, and capital raising Horizontal and vertical mergers Lifecycle of a sell-side deal Principle of diligence Different stages/types of investment, including private placement, right issues, numerous series, initial public offerings, and seed rounds. Underwriting principle and the book-building strategy Knowledge of corporate turnaround and restructuring Discussion of earn-out, leveraged buyouts, tender offers, etc. |
Module 6: Different Marketing Collaterals | Investors and Buyers list Non-disclosure contract Pitch deck or book Teaser Memorandum of confidential information Financial models |
Module 7: Technical of Financial modeling | Introduction to a financial model’s construction Developing scenarios in various ways, such as index, choice, and scenario manager Predicting and projecting the IS, BS, and CFS financial statements Building in-depth revenue and cost drivers for many businesses kinds, such as MNC companies, real estate, e-commerce, utilities, and business services Creation of several schedules, such as those for fixed assets, working capital debt, and depreciation Best practices for financial modeling and error tracing techniques Important formatting hints, such as the ideal print setup procedures cover page, index, financial summary, and the other important tabs have been added |
Module 8: Business Valuation | Relative Valuation – Trading and Transaction Comps: Differences among transaction value, offer value, and deal value Screening criteria for peers Use of valuation multiples Enterprise value determination considering equity value and other factors The previous twelve months, the following twelve months, historical years, and anticipated years are the best time frames to concentrate on |
DCF Valuation: Knowing the link between FCFF and FCFE and calculating it Related terms for NOPAT, working capital changes, and capex variation WACC employs complex cost component computations, such as CAPM and multi-factor models Understanding various risk concepts and how to include them in valuation calculations Several methods for determining beta Leveraged and unlevered beta concepts Various methods are used to calculate a terminal value, including the H-Model, the Gordon growth model, and the perpetual growth model Mid-period appraisal The sensitivity charts | |
Program Offerings: | 1 Month Guaranteed Internship 100+ Hours of Practical Assignments 5+ Case Studies Life Time Access to LMS Globally Recognized Certificate Placement Support |
Certification Availability: | Yes |
Contact Information | |
Phone Number: | +91 9580 740 740 |
Email ID: | [email protected] |



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2. Data Trained
About:
Data Trained is a well-known Ed-tech organization that provides a PG program in investment banking and financial modeling.
Their course includes 13 modules with practical and theoretical learning that covers basic to advanced levels of investment banking. You will learn about most in-demand tools, approaches, and technology in investment banking training programs.
Course Name: | Investment Banking and Financial Modeling |
Duration of the Course: | 6 Months |
Fees of the Course: | Rs.90,000 + GST |
Mode of Learning: | Online |
Investment Banking Couse Syllabus: | |
Module 1: Introduction to Basics of Finance | What is Finance? The following three financial management decisions are crucial Objectives of financial management Time value of money |
Module 2: Introduction to Financial Statements | The three financial statements |
Module 3: Basics of Economics | Microeconomics Macroeconomics |
Module 4: Introduction to investment banking | Understanding what investment banking is Understanding the importance of investment banking in the process of capital generation Investigating the differences between traditional and investment banking Finding out how investment banking operations make money Examining the various categories of investment banks and their activities |
Module 5: Introduction to Financial Modelling and Valuation | Basics of financial modeling Philosophical basics of valuation Biases in valuation Sources of uncertainty Sources of complexities Approaches to valuation Discounted cash flow and relative valuation |
Module 6: Basic to Advanced Excel | |
Module 7: Microsoft PowerPoint | Create slides, use themes, and apply colour schemes How to format text, colours, and bullets Maximum impact slides by inserting and editing pictures in your slide Include transition and animation effects Organize and manage slides using power point’s view options |
Module 8: Discounted Cash Flow Valuation | Introduction Components of DCF Estimating cash flows Valuing firm with DCF Unlevering beta and firm valuation Forecasting cash flows |
Module 9: Cost of Capital | Introduction Defining the cost of capital The opportunity cost of capital Mode of financing Sources of funds Cost of Debt and tax advantage Determining the cost of debt Synthetic credit rating Cost of equity Weighted average cost of capital |
Module 10: Relative Valuation | Introduction Steps in comparable analysis Equity value Enterprise value EBITDA Gross Profit Margin Growth Metric Credit Profile Precedent Transaction Analysis |
Module 11: Start-Up Valuation | Introduction Convertible debt for start-ups Equity series round Pre and post-money valuations Future dilution Option pool Preferred stock and liquidation preference |
Module 12: Mergers and Acquisition with LBO | M&A Valuation and Merger Modeling LBO Valuation and Modeling |
Module 13: Financial Management of Start-Ups | Cash Flow Management Raising capital Debt financing Equity financing The sale and revenue model COGS model Advertising Model Cost of sales and marketing model Cost of product creation and revenue generation |
Program Offerings: | |
Certification Availability: | Yes |
Contact Information | |
Phone Number: | +91 95600 84091 |
Email ID: | [email protected] |
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3. Imarticus Learning
About:
Imarticus Learning offers an industry-recognized program, of certified investment banking operations professionals (CIBOP) with a job guarantee and is suited for students with less than three years of experience in the investment banking field.
The course syllabus covers 3 modules of financial markets, trade life cycle, and risk management and regulation. This program is specially designed for learners who want to become an operational specialists in investment banking.
Course Name: | Certified Investment Banking Operations Professional |
Duration of the Course: | 2 Month (Full-Time) 3 Month (Part-Time) |
Fees of the Course: | Rs.1,40,000 |
Mode of Learning: | Classroom and Online Training |
Investment Banking Couse Syllabus: | |
Module 1: Introduction to Financial Markets | Introduction to Investment Banking Cash Equities and Fixed Income Foreign Exchange and Money Markets Derivatives Markets |
Module 2: Trade Life Cycle | Reference Data Management Corporate Actions Asset Management Reconciliation Introduction to ISDA Stock, Borrow, and Lending Collateral Management |
Module 3: Risk Management | Risk Management and Regulatory Environment Anti-Money Laundering and KYC |
Certification Availability: | Yes |
Contact Information | |
Email ID: | [email protected] |
4. Mentors Me Career
About:
Candidates seeking jobs in India’s expanding financial services sector can consider the certificate in investment banking operations training course provided by Mentors Me Career.
Their investment banking operation certificate is available in both self-paced and live training with four modules that cover every aspect of investment banking.
Course Name: | Certificate in Investment Banking Operations | |
Duration of the Course: | 200 Hours | |
Mode of Learning: | Self-Paced | Live Online |
Fees of The Course: | Rs.5,499- Rs.10,999 (+GST) | Rs.16,499- Rs.27,499 (+GST) |
Investment Banking Couse Syllabus: | ||
Module 1 | Investment Banking Foundation Equity and Market Structure I & II Derivatives Instruments I & II Fixed Income Securities I & II Asset Management Corporate Governance | |
Module 2 | Trade Execution Trade Agreement Custodian Settlement Failure SWIFT Internal Reflection | |
Module 3 | Securities Lending and Borrowing Safe Custody Corporate Actions Reconciliation | |
Module 4 | Risk Management Anti-Money Laundering Basic Excel Interview Preparation | |
Certification Availability: | Yes | |
Contact Information | ||
Phone Number: | 8459 738 033 7821 018 605 | |
Email ID: | [email protected] |
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5. The Wall Street School India
About:
The Wall Street School’s Investment Banking training is intended to give participants a thorough understanding of the investment banking process, stock research, and capital markets. The investment banking course syllabus is created by investment bankers and business professionals that fill the gap between theoretical concepts learned through academic degrees and their practical applications in the real world.
Course Name: | Investment Banking Course | |
Duration of the Course: | 6 Weeks | 2.5 Month |
Fees of the Course: | Rs.45,000 + GST | Rs.42,000 + GST |
Mode of Learning: | Online Self-Paced | |
Investment Banking Couse Syllabus: | Module 1: Basics to Intermediate Excel Module 2: Advanced Excel and PowerPoint Module 3: Basic Finance Concepts Module 4: Feasibility Study/Business Modeling Module 5: Comparable Company Analysis Module 6: Precedent Transaction Analysis Module 7: Discounted Cash Flow Valuation Module 8: Merger Model Module 9: Leveraged Buyout Module 10: Mock Interviews and Resume Edits | |
Certification Availability: | Yes | |
Contact Information | ||
Phone Number: | +91 9953 729 651 | |
Email ID: | [email protected] |
Investment Banking Course Syllabus: FAQs
Q. Why do you need investment banking?
To raise capital, manage risk, and carry out complicated financial transactions like mergers and acquisitions or initial public offerings (IPOs), businesses and governments need investment banking services.
Q. Who can pursue an investment banking course?
The basic qualification for investment banking courses is anyone who has a bachelor’s degree in finance, commerce, economics, banking, or accounting can go for investment banking. Also having an MBA, CFA or CA can improve the prospect of pursuing an investment banking course.
Q. Top 4 investment banks in India.
ICICI Securities
Edelweiss Financial Services
Axis Bank
HSBC
Q. Is investment banking a high-demand job?
One of the top occupations for business school graduates is investment banking. MBA students are frequently recruited by well-known investment banks including JP Morgan, Deutsche Bank, Goldman Sachs, and Morgan Stanley etc. No doubt, it is a greatly profitable and fulfilling industry.
Q. Which are the high-paying jobs in Investment Banking?
Here we have listed the top 6 high-paying jobs in investment banking.
Equity Trader
Financial Consultant
Investment Executive
Loan Officer
Asset Manager
Investment Bank Broker
Investment Banking Course Syllabus: Conclusion
A career in investment banking can be demanding and fulfilling. It is better to start your career by completing a course. Pursuing an investment banking course and a well-structured investment banking course syllabus can give you some advantages for people wishing to advance their knowledge and skills in the field. We hope this article might have helped you give insights into investment banking courses through the syllabus.