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5 Best Investment Banking Courses after CA With Live Classes

And being a chartered accountant and receiving the honorific CA title before your name was once regarded as a stroke of genius. But in the age of the world’s rapid evolution, the tables have turned. Same Chartered Accountancy, many people choose to pursue Investment Banking because of the lucrative salaries and great status attached to this profession. But can you become an investment banker after CA? Let’s find out more about both of these fields of work and take the first step in starting a career in investment banking. This article will provide you with information about the career switch from CA to investment banking and 5 best investment banking courses after CA.

Best Investment Banking Courses after CA

What is Chartered Accountant?

  • A chartered accountant is a reputable financial expert who handles a client’s budget, audit, taxes, and business plan. You can work with companies, the government, and individuals as a CA. 
  • It’s your responsibility to guide clients through the financial process and offer knowledgeable advice.
  • An individual with the title of a chartered accountant is qualified to keep financial records and provide financial advice.

What is an Investment Banker?

  • An investment banker is also a financial expert who assists businesses, people, and governments in raising funds by selling stocks or borrowing funds.
  • During important financial transactions like mergers and acquisitions, they offer financial guidance.
  • Additionally, they offer advice on how many securities should be issued, what price should be set for each asset, and when to issue financial instruments like bonds or stocks.
  • By recognizing the risks involved in a project, investment bankers also assist their customers in saving time and money.

Can a CA become an Investment Banker?

Within the financial sector, investment banking is a specialist area that focuses on offering financial advice, allowing mergers and acquisitions, and raising funds for businesses, government, and other organizations.

Underwriting securities and assisting businesses in issuing additional equity shares to raise capital are key tasks for investment bankers.

On the other hand, Chartered Accountants are responsible for a wide range of tasks, including advising customers on tax planning and managing budgets.

The two professions have some similarities and differences.

A career in investment banking can be built on the in-depth study of finance, equity, debt, capital markets, initial public offerings, securities, mergers and acquisitions, and valuation methods that CAs go through to earn their certification.

CAs may want to think about obtaining additional credentials like the Chartered Financial Analyst (CFA) certification or an MBA with a finance specialization to improve their chances of becoming investment bankers. These complimentary degrees, when combined with a CA certification, can provide aspiring investment bankers with a competitive advantage in the job market.

Why Make a Career Transition From CA to Investment Banking?

Investment Banking is typically regarded as a glamorous profession that offers good financial paychecks and unmatched exposure to the ins and outs of the finance sector.

Investment banking is one of the most in-demand careers today, and people including Chartered accountants are among those who move into this field from another profession because of its popularity.

The fact that investment bankers make a sizable monthly salary is generally known, yet the salary also comes with unfavorable working conditions. The job of an investment banker is active and growth-oriented, but it also involves working in a stressful environment, especially in the beginning.

On the plus side, you will gain excellent exposure and a challenging learning curve in addition to the financial rewards.

Investment banking may be your calling after CA if you are someone who thrives in a competitive setting and can perform well in the most trying circumstances. Your efforts will be rewarded with a lavish lifestyle and an income that is far above the average salary.

Chartered accountancy is a highly fulfilling profession itself. But CA’s understanding of taxation, IPOs, tax, and law to name a few is advantageous for the transition into the investment banking field. With more experience, you’ll be paid more than in most other careers.

Pathways to get into Investment Banking after CA

Yes, Chartered Accountants can change their careers to work in investment banking.

However, after completing CA, there is no direct route to work as an investment banker.

No matter what your educational background is, there are several ways to enter investment banking after CA. They must enroll in bridge courses to learn about the duties and skills required of investment bankers.

Deep knowledge of financial modeling and analysis is necessary for the field of investment baking.

The following pathways can be taken to enter into investment banking.

Getting an MBA

Among all applicants’ profiles, MBA finance is the one that investment bankers favor the most. Students who pursue an MBA in finance are taught all the subjects necessary for success in the investment banking field, including accounting, business expertise, marketing, financial analysis, management consulting, and accounting knowledge. All the expertise with a focus on finance is combined in investment banking.

Top-tier universities make it relatively simpler for CA candidates to get into the investment banking industry.

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Get a Certification

Chartered Financial Analyst (CFA):

A CFA certification is highly recognized in the investment banking industry. It exhibits a thorough understanding of investment analysis, portfolio management, and moral principles.

You can learn about quantitative approaches, financial reporting, corporate finance, derivatives, equity investments, and alternative investment strategies.

The length of the program might range from one to four years.

Financial Modeling and Valuation Analysis (CMVA):

You will gain the ability to develop financial models and carry out value analysis through financial modeling and valuation analysis certification, which are critical in investment banking.

You can also opt for other certifications such as Certified Public Accountant (CPA) and Financial Risk Manager (FRM).

Interning at an investment banking company

Many investment banking firms provide internships to both graduates and undergraduates. Your chances of landing a job as an investment banker after CA will increase if you have work experience as an intern. If you perform a fantastic job, your internship employer may even offer you a full-time position.

Investment Banking Courses after CA

There are many online and offline courses from recognized institutes with internship and placement support so that, if you carefully complete those investment banking courses after CA, you will gain the skills and knowledge needed in your new position as an investment banker and pass the interviews.

This can make your entry easier into the investment banking field after CA more deserving.

Here we have listed some of the 5 best investment banking courses after CA.

Investment Banking Courses after CA: IIM SKILLS

About:

IIM SKILLS with its Certificate Program in Investment Banking Master Course is designed as per the need of the industry.

This course is spread over 3 months and covers 8 modules with 1 month of guaranteed internship. With the comprehensive curriculum designed by subject matter industry experts, each part of the module builds on the knowledge that will help CA aspirants with every aspect of investment banking.

Their live instructor-led training covers 50+ hours of rigorous training and 20+ hours of doubt sessions with lifetime access to all the recorded classes, materials, and tools of their LMS.

 

Course Name:Investment Banking Master Course
Duration of the Course:3 Months
Fees of the Course:Rs.39,900 + 18% GST
Mode of Learning:Online
Course Curriculum:Module 1: MS PowerPoint

Module 2: MS Excel

Module 3: Fundamentals of Financial System and Market

Module 4: Derivatives Market

Module 5: Technical of Investment Banking

Module 6: Different Marketing Collaterals

Module 7: Technical of Financial Modeling

Module 8: Business Valuation

Program Offerings:1 Month Guaranteed Internship

100+ Hours Practical Assignment

10+ Templates

5+ Case Studies

100% Placement Support

Certification Availability:Yes
Contact Information
Phone Number:+91 9580 740 740
Email ID:[email protected]

Professional Courses from IIM SKILLS

Investment Banking Courses after CA: Edu Bridge

About:

The Course offered by Edu Bridge is called “Certification Program in Investment Banking Operations”, which is made to give students and CA aspirants the skills they need to handle the various tasks and responsibilities of investment banking like asset management and security valuation for equities, debt, and other financial agreements. This helps to accomplish several investing goals in the best interest of businesses and investors. 

This program will provide individual and corporate clients with the other practical components of investment banking, such as mergers and acquisitions, advisory services, and investment and portfolio management. It will also help CA students with methods and procedures, which are required to optimize the risk-return framework over various types of assets.

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Course Name:Investment Banking Operations
Duration of the Course:326 Hours
Fees of the Course:Rs.76,000
Mode of Learning:Online
Course Curriculum:Module 1:Investment Banking and Financial System

Module 2: Cash Equities

Module 3: Fixed Exchange Market

Module 4: Foreign Exchange Market

Module 5: Money Market

Module 6: Forwards, Futures, Options, and Swaps – Derivatives

Module 7: Corporate Actions and Their Types

Module 8: MS Excel and PowerPoint

Module 9:Trade Life Cycle

Module 10: Know Your Customer (KYC), Anti-Money Laundering (AML) and Due Diligence

Module 11: Reconciliation and Its Types

Module 12: Reference Data Management

Module 13: Risks, Its Types, and Regulation in Respect to Global Markets 

Module 14: Asset Management – Fund Accounting and Mutual Funds

Program Offerings:1:1 Mentoring Session

Access to Edu Bridge Job Portal

Career Fairs and Guest Lectures

Placement Support

Certification Availability:Yes
Contact Information
Phone Number:1800 120 1193
Email ID:[email protected]

Investment Banking Courses after CA: Corporate Finance Institute

About:

A global certification program “Financial Modeling and Valuation Analyst” by CFI focuses on practical applications of financial analysis, modeling, valuation, presentation, and more.

This program will give you the tools and training required in the finance sector and covers the whole skill set of a financial analyst and investment banker. Learners will gain the skills and concepts they need to grasp to succeed in the field of financial modeling and valuation and investment banking.

Course Name:Financial Modeling and Valuation Analyst
Duration of the Course:4 to 6 Months
Fees of the Course:$497 / Year
Mode of Learning:Self-Paced
Course Curriculum:
Prep CoursesAccounting Fundamentals

Reading Financial Statements

Excel Fundamentals- Formulas for Finance

Corporate Finance Fundamentals

Math for Corporate Finance

Analyzing Growth Drivers and Business Risks

The Role of The FP&A Professional

Capital IQ Fundamentals

Core CoursesFinancial Analysis Fundamentals

Introduction to Business Valuation

Accounting Principles and Standards

Operational Modeling

DCF Valuation Modeling

Comparable Valuation Analysis

Three Statement Modeling

Budgeting and Forecasting

FP&A Monthly Cash Flow Forecast Model

Scenario and Sensitivity Analysis in Excel

Dashboards and Data Visualization

PowerPoint and Pitchbooks

Professional Ethics

Elective CoursesMergers and Acquisition (M&A) Modeling

Startup/E-commerce Financial Model and Valuation

Mining Financial Model and Valuation

Real Estate Financial Modeling

The Amazon Case Study

Leveraged Buyout (LBO) Modeling

Renewable Energy- Solar Financial Modeling

Corporate and Business Strategy

Presentation Of Financial Information

Advanced Excel Formulas and Functions

Excel VBA for Finance

Fundamentals of Data Analysis in Excel

Power BI Fundamentals

Power Query Fundamentals

Power BI Financial Statements

Modeling Risk with Monte Carlo Simulation

Regression Analysis – Fundamentals and Practical Applications

ESG Integration and Financial Analysis

Program Offerings:Guided Case Studies

150+ Courses and 5000+ Lessons and Labs

300+ CPE Credits

Downloadable Models, Templates and Guides

Certification Availability:Yes
Contact InformationVisit their official site for additional information.

Investment Banking Courses after CA: Imarticus Learning

About:

Imarticus Learning’s Certification in Investment Banking Operations Professional course will not only teach you how to become an investment banker but also offers inside information about the industry that will help you build a network in the industry. They offer both online and classroom training and placement support.

Course Name:Investment Banking Operations Professional
Duration of the Course:150 Hours
Fees of the Course:Rs.1,40,000
Mode of Learning:Classroom
Course Curriculum:
Introduction to Financial MarketsIntroduction to Investment Banking

Cash Equities and Fixed Income

Foreign Exchange and Money Markets

Derivatives Markets

Trade Life CycleReference Data Management

Corporate Actions

Asset Management

Reconciliation

Introduction to ISDA

Stock, Borrow, and Lending

Collateral Management

Trade Life Cycle

Risk ManagementRisk Management and Regulatory Environment

Anti-Money Laundering and KYC

Program Offerings:Interview Preparation

Job Guarantee

Certification Availability:Yes
Contact Information
Phone Number:+91 9953 578 090
Email ID:[email protected]

Investment Banking Courses after CA: CFI Education:

About:

The organization, management, and processes of investment banking from large, worldwide businesses to small, niche firms all are examined in this certification course of investment banking and research.

This course has created the value of financial advisory services, mergers and acquisitions, hedge funds, and private equity as well as risk-taking activities in investment banking. This course places a strong emphasis on the topic of investment banking business that will help CA aspirants to fill up the knowledge gap in the investment banking industry.

Course Name:Investment Banking and Research
Duration of the Course:120+ Hours
Fees of the Course:INR 45,000
Mode of Learning:Classroom
Course Curriculum:MS Excel Training – Basic to Advanced Excel

MS PowerPoint Skills

Financial Statement Analysis

Business and Financial Modeling

DCF Valuation

Comparable Company Analysis

Comparable Transaction Analysis

Introduction to Project Finance

Company Profile and Pitchbook

Industry Analysis, Benchmarking, and Charts

Mergers and Acquisitions (M&A) Modeling

Introduction to Credit Analysis

Introduction to Stock Market Investments

LBO Modeling

Soft Skills and CV Building

Program Offerings:Class Recordings

Case Studies

Capstone Projects

Placement Support

Certification Availability:Yes
Contact Information
Phone Number:+91 8076 660 372
Email ID:[email protected]

Career Benefits of Investment Banking Courses after CA

Global Opportunities

Would you like a job that would allow you to travel the world? Then, the investment banking profession will allow you to travel the world and learn about other cultures. There are prospects for you to transfer to various offices throughout the world at investment banks, which have a global presence.

Continues Learning and Bigger Career Options

A gratifying and financially attractive career path that gives opportunities for both personal and professional growth is investment banking.

It offers many opportunities for learning and skill improvement because it requires keeping up with market trends and changes.

And investment banking positions are rising as India’s economy expands, providing additional employment prospects for qualified people.

Reputation and Social Status

There is no doubt that an investment banker significantly boosts their organization and economy. For all matters relating to financial transactions, they serve as senior management’s strategic advisor. The work done by investment bankers is exceptional in every way. Their work establishes them as accomplished professionals who have achieved success in life, and as a result, they enjoy a positive reputation in society.

Salary Comparison of CA and Investment Banker

Chartered Accountant’s average annual salary is INR 6.4 Lakhs and ranges between INR 2 Lakhs to INR 15 Lakhs.

On the other hand, a mid-career investment banker’s average annual salary is INR 12 lakh with 4 to 9 years of experience. While 10 to 20 years of experienced investment banker’s average annual salary is INR 39 Lakhs.

As you can see from the above salary stats, investment bankers make a little bit more money than chartered accountants. But personal accomplishment also matters in the field, it’s also possible to come across a hard-working CA who earns a lot.

Although, in terms of earnings, there’s not much of a difference between an investment banker and a chartered accountant.

Investment Banking Courses after CA: Career Paths 

Analyst

  • An analyst helps a manager gain clients and finish transactions by handling a lot of Excel and PowerPoint work. Before being promoted and leaving investment banking, analysts often remain in this position for two to three years.
  • The average annual salary for an investment banking analyst is INR 10.7 Lakhs.

Associates

  • While an associate does identical tasks as an analyst, they are under additional pressure to make sure everything goes as planned. Their role is as a middleman between junior and senior bankers and in some special circumstances, they directly work with clients as a representative.
  • The average annual salary for an investment banking associate is INR 12 Lakhs.

Vice Presidents

  • Vice presidents are in charge of more tasks and interact with customers more frequently. Along with managing transactions and handling clients, they also need to manage the analyst and co-workers that work under them and pitch future clients.
  • Vice Presidents may be promoted to a more specialized role in finance, such as hedge fund management, after three or four years of exceptional performance.
  • The average annual salary for a vice president in investment banking is INR 39 Lakhs.

Managing Directors

  • The entire team of investment bankers is led by Managing Directors, whose role responsibility is to increase profits for both the bank and its clients. They spend their time each day getting clients, maintaining clients, and finding more clients to build a client relationship. 
  • The Managing Directors give tasks to the lower-level employees and must ensure that everything is perfect to maintain the client’s satisfaction.
  • The average annual salary range for a Managing Director of investment banking is INR 57 Lakhs to INR 150 Lakhs.

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Investment Banking Courses after CA: Frequently Asked Questions

Q. What is investment banking in simple terms?

Investment banking is a unique branch of banking that assists people or organization in raising funds and offer them financial consulting services. They serve as a middleman between security issuers and investors and also help businesses to go public.

Q. Is it easier for CA to become an investment banker?

Only one of the eight subjects in the CA final is strategic financial management. This shows that CA might have solid financial knowledge. Because of their familiarity with the knowledge about principles and theories, the investment banking course after CA can become advantageous for an investment banker role.

Q. Which courses to do after CA to get a high salary?

Indeed, there is a wide range of career opportunities you can pick in the finance and banking field. But investment banking is one of the best and most highly rewarding careers in the finance sector you can opt for.

Investment Banking Courses after CA: Conclusion

If you are interested in finance and prepared to work hard, then yes, investment banking is a great career for you. In this field, you will interact with actual decision-makers while earning a lot of money and picking up highly essential skills.

Even though investment banking is not a simple-to-crack career option, good knowledge, and a great skillset can definitely help you achieve all the possible milestones in this field. So, if you are ready to take your career to the advance level, consider these 5 best investment banking courses after CA.

 

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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