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.
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.






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] |



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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 Courses | Accounting 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 Courses | Financial 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 Courses | Mergers 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 Information | Visit 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 Markets | Introduction to Investment Banking Cash Equities and Fixed Income Foreign Exchange and Money Markets Derivatives Markets |
Trade Life Cycle | Reference Data Management Corporate Actions Asset Management Reconciliation Introduction to ISDA Stock, Borrow, and Lending Collateral Management Trade Life Cycle |
Risk Management | Risk 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.