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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.

Investment Banking Course Syllabus

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.

  • Fundamentals of Investment Banks
  • Capital Markets
  • Mutual Funds and Hedge Funds
  • Advisory Services
  • Discounted Cash Flow (DCF)
  • Trading and Brokerage
  • Leveraged Buy Outs (LBO)
  • Micro Economics
  • Macro Economics
  • Portfolio Management
  • Asset Management
  • Corporate Finance
  • Venture Capital
  • Financial Statement Analysis
  • Basics of Accounting and Finance
  • Marketing of Investment Products
  • Risk Management
  • Merger and Acquisition
  • Equity Research
  • Valuation and Strategy 
  • FinTech
  • International Business
  • Customer Relationship Management
  • Financial Derivatives
  • Investment Banking Process and Best Practices
  • Interview Preparation, Skills, and Resume Building

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.

Their live instructor-led training has a comprehensive syllabus that is structured by subject matter experts aligning every topic from basic to advance level. It is in sync with industry conceptualization and best practices.

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 PointIntroduction 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 ExcelGetting 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 MarketThe 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 MarketA 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 BankingIntroduction 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 CollateralsInvestors and Buyers list

Non-disclosure contract

Pitch deck or book

Teaser

Memorandum of confidential information

Financial models

Module 7: Technical of Financial modelingIntroduction 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 ValuationRelative 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]

Professional Courses from IIM SKILLS

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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 FinanceWhat is Finance?

The following three financial management decisions are crucial

Objectives of financial management

Time value of money

Module 2: Introduction to Financial StatementsThe three financial statements
Module 3: Basics of EconomicsMicroeconomics

Macroeconomics

Module 4: Introduction to investment bankingUnderstanding 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 ValuationBasics 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 PowerPointCreate 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 ValuationIntroduction

Components of DCF

Estimating cash flows

Valuing firm with DCF

Unlevering beta and firm valuation

Forecasting cash flows

Module 9: Cost of CapitalIntroduction

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 ValuationIntroduction

Steps in comparable analysis

Equity value

Enterprise value

EBITDA

Gross Profit Margin

Growth Metric

Credit Profile

Precedent Transaction Analysis

Module 11: Start-Up ValuationIntroduction

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 LBOM&A Valuation and Merger Modeling

LBO Valuation and Modeling

Module 13: Financial Management of Start-UpsCash 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 MarketsIntroduction to Investment Banking

Cash Equities and Fixed Income

Foreign Exchange and Money Markets

Derivatives Markets

Module 2: Trade Life CycleReference Data Management

Corporate Actions

Asset Management

Reconciliation

Introduction to ISDA

Stock, Borrow, and Lending

Collateral Management

Module 3: Risk ManagementRisk 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-PacedLive Online
Fees of The Course:Rs.5,499- Rs.10,999 (+GST)Rs.16,499- Rs.27,499 (+GST)
Investment Banking Couse Syllabus:
Module 1Investment Banking Foundation

Equity and Market Structure I & II

Derivatives Instruments I & II

Fixed Income Securities I & II

Asset Management

Corporate Governance

Module 2Trade Execution

Trade Agreement

Custodian

Settlement Failure

SWIFT

Internal Reflection

Module 3Securities Lending and Borrowing

Safe Custody

Corporate Actions

Reconciliation 

Module 4Risk 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 Weeks2.5 Month
Fees of the Course:Rs.45,000 + GSTRs.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.

Author:
Swati Varli is an intern at IIM SKILLS as a Content Writer. Always being the happy kid whenever it comes to nature, she holds a Master’s degree in wildlife. She is a weeb and passionate about arts and crafts, reading, journaling, dancing and solo travel. For her interest she is always ready to explore new things against her better judgment. At the same time also being the person who will meow back to stray cats just to get their attention.

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