Resume Building
- Finance-focused resume preparation.
- Highlighting Excel and financial modelling skills.
- Presenting financial projects and case studies.
Finance
Investment Banking & Financial Modelling Program
Build Your Career in Investment Banking & Financial Analysis
Develop practical financial analysis and modelling skills with the Investment Banking & Financial Modelling Program at Skillbiz Institute.
Duration3 Months
ModeLive Online Training
Program TypeCareer-Oriented Professional Program
Training FocusInvestment Banking, Financial Analysis & Modelling
This three-month career-oriented program is designed for students, graduates and finance professionals who want to understand investment banking concepts, financial modelling techniques and corporate finance applications.
Learn how to analyse financial statements, build financial models, understand company valuation and interpret financial performance using practical case studies and spreadsheet-based exercises.
Investment Banking & Financial Modelling Program
About the Investment Banking & Financial Modelling Program
Investment banking and financial analysis involve evaluating businesses, understanding financial performance, analysing investments and supporting corporate financial decisions.
The Investment Banking & Financial Modelling Program at Skillbiz Institute is designed to introduce learners to the key concepts, tools and analytical techniques used in the finance industry.
The program focuses on developing practical knowledge of financial statements, financial modelling, valuation methods and investment banking processes.
Learners gain an understanding of how financial information is used to assess companies, evaluate business performance and support financial decision-making.
Investment Banking & Financial Modelling Program
Why Learn Investment Banking & Financial Modelling?
- Understand the fundamentals of investment banking.
- Develop financial statement analysis skills.
- Learn financial modelling techniques.
- Understand company valuation methodologies.
- Gain exposure to corporate finance concepts.
- Develop analytical and problem-solving skills.
- Prepare for finance and financial analysis opportunities.
Investment Banking & Financial Modelling Program
Course Highlights
Three-month structured training program.
Practical financial modelling exercises.
Industry-oriented finance concepts.
Financial statement analysis.
Company valuation fundamentals.
Excel-based financial modelling.
Practical case studies and assignments.
Resume building and LinkedIn optimization.
Interview preparation and career guidance.
Placement assistance.
Investment Banking & Financial Modelling Program
What Will You Learn?
01Module 1: Core Foundations of Investment Banking & Financial Statements Refresher (Weeks 1–2)
Week 1: Introduction & Capital Markets
- Introduction to Investment Banking
- Investment Banking Divisions: Mergers & Acquisitions (M&A), Equity Capital Markets (ECM), Debt Capital Markets (DCM) and Sector Coverage Groups
- Investment Banking vs Private Equity vs Venture Capital
- Overview of Financial Markets: Equity, Debt, Derivatives and Mutual Funds
- Understanding IPOs, Bonds and Fundraising Ecosystem
Week 2: Financial Statement Analysis
- Accounting Fundamentals Refresher
- Understanding Income Statement, Balance Sheet and Cash Flow Statement
- Key Financial Ratios
- Working Capital & Financial Health Check
02Module 2: Excel, Modelling & Forecasting (Weeks 3–4)
Week 3: Excel for Finance
- Excel Essentials for Modelling
- Shortcuts, Formatting and Data Validation
- Best Practices in Financial Modelling
- Building Revenue, Expense and Profit Models
Week 4: Forecasting & Cash Flows
- Working Capital Forecasting
- Building Cash Flow Models
- Financial Forecasting Techniques
- Error Checking & Audit Trails
03Module 3: 3-Statement Modelling & Valuation (Weeks 5–7)
Week 5: Integrated Financial Modelling
- Linking P&L, Balance Sheet and Cash Flow
- Historical Data Analysis
- Forecasting Assumptions & Drivers
- Sensitivity & Scenario Analysis
Weeks 6–7: Valuation Techniques
- Comparable Company Analysis (Comps)
- Precedent Transactions
- Discounted Cash Flow (DCF) Method
- Valuation Multiples
- Interpretation & Application
04Module 4: Advanced Investment Banking Concepts & Deal Execution (Weeks 8–9)
Week 8: Deal Mechanics & Transaction Analysis
- M&A Deal Process & Execution
- Due Diligence, Teasers and CIMs
- Accretion/Dilution Analysis
- Synergies in M&A
- IRR and Basic LBO Concepts
Week 9: Equity & Debt Capital Markets
- IPO Process: Roadshows and Book Building
- Debt Instruments & Credit Ratings
- Term Sheets & Information Memorandums
05Module 5: Pitch Book Essentials (Week 10)
Week 10: Pitch Book Preparation & Execution
- Creating Frequently Used Pitch Book Pages and Efficient Execution Methods
- PowerPoint Essentials, Shortcuts and Industry Standards
- Company Profile and Industry Pages
- Other Pitch Book Segments and Deep-Dive Company Profiles
06Module 6: Capstone Project & Career Launchpad (Weeks 11–12)
Week 11: Real-World Projects
- Real Company Modelling: End-to-End Financial Model
- Team Presentations & Peer Review
Week 12: Career Preparation
- Resume Building for Investment Banking & Finance Roles
- Pitching & Soft Skills for Finance
- Mock Interviews (Technical + HR)
- Aptitude & Excel Practice Tests
Investment Banking & Financial Modelling Program
Tools Covered
- Microsoft Excel – Financial analysis, forecasting and financial modelling.
- Financial modelling templates and practical spreadsheet exercises.
- Additional financial research tools, if included in the final syllabus.
Investment Banking & Financial Modelling Program
Certification
Eligible learners receive the Investment Banking & Financial Modelling Program – Course Completion Certificate from Skillbiz Institute.
Investment Banking & Financial Modelling Program
Career Opportunities After Learning Investment Banking & Financial Modelling
Learners can explore relevant entry-level and related roles such as:
Financial Analyst Junior Financial Analyst Financial Modelling Analyst Investment Banking Operations Analyst Equity Research Associate Corporate Finance Associate Valuation Analyst Financial Planning & Analysis (FP&A) Associate Business Finance Analyst Investment Operations Associate
Actual role eligibility depends on educational qualifications, financial knowledge, analytical skills, experience and employer requirements.
Investment Banking & Financial Modelling Program
Career Preparation & Professional Development
LinkedIn Profile Optimization
- Building a professional finance profile.
- Showcasing analytical and financial skills.
- Connecting with finance professionals and recruiters.
Interview Preparation
- Financial statement analysis questions.
- Financial modelling concepts.
- Valuation-related questions.
- Excel-based practical exercises.
- Mock interviews.
Career Guidance
- Understanding investment banking career paths.
- Exploring financial analysis and corporate finance roles.
- Guidance on job search and professional development.
Placement Assistance
- Relevant job opportunity updates.
- Resume guidance and interview preparation.
- Placement assistance.
Investment Banking & Financial Modelling Program
Who Should Enrol?
- B.Com and M.Com students.
- BBA and MBA Finance students.
- Commerce and finance graduates.
- CA Inter and CMA Inter students.
- Finance professionals.
- Individuals interested in financial analysis.
- Learners aspiring to explore investment banking careers.
Basic knowledge of accounting and finance is recommended.
Skillbiz Institute – Global Accounting & Finance Career Institute
Why Choose Skillbiz Institute?
Practical, industry-oriented training. Experienced industry trainers. Focus on real-world accounting applications. Career preparation and professional development sessions. Resume and LinkedIn optimization guidance. ISO 9001:2015 certified institute.
Our objective is to bridge the gap between academic learning and industry expectations by developing practical, job-oriented skills.
Course Support
Frequently Asked Questions
What is the duration of the program?
Three months.
Is this program suitable for freshers?
Yes. Commerce and finance graduates with a basic understanding of accounting and finance can enrol.
Will I learn financial modelling in Excel?
Yes. The program includes Excel-based financial modelling and financial analysis exercises.
Does the program cover company valuation?
Yes. Valuation concepts and commonly used valuation approaches are included in the suggested curriculum.
Will I receive a certificate?
Eligible learners receive a course completion certificate from Skillbiz Institute.
What career opportunities can I explore?
You can explore financial analyst, valuation support, investment banking operations and related finance roles, depending on your qualifications and skills.
Does Skillbiz provide placement assistance?
Yes. Career guidance, interview preparation and placement assistance are provided.