Investment Banking Course 

Learn how to manage clients, effectively negotiate, develop a personal brand image and more in this online, on-demand investment banking course from Intuition Now. 

  This course is only suitable for desktop usage.  

Course Features

#1 Shareable Certificate

Earn a certificate upon completion.

#2 100% Online Learning

Start straight away and learn at your own pace.

#3 Beginner Level

This course is suitable for anyone looking to learn about investment banking.

#4 Course Duration

Tutorial time of 5 hours.

#5 Investment Banking A-Z

Identify the core competencies required of investment bankers when building their careers.

#6 Accepted for CPE

Many of the tutorials in this course are accepted for CPE by some of the world's largest financial associations.

What you will learn

Backpack to Briefcase

Topic 1: Transitioning to a New Environment
Topic 2: Time Management
Topic 3: Communications
Topic 4: Remote Working
Topic 5: Social Media

Client Management 

Topic 1: Core Competencies
Topic 2: Building Trust & Relationships
Topic 3: Managing Client Transactions

Commercial Awareness

Topic 1: Commercial Awareness Overview
Topic 2: Competitive Environment
Topic 3: Revenue Sources

Negotiation Skills

Topic 1: Context for Negotiations
Topic 2: Negotiation Strategies
Topic 3: Negotiating Fees

Personal Branding

Topic 1: Managing Your Brand
Topic 2: Communicating Your Successes
Topic 3: Personal Preferences, Traits, & Values

Pitch Books

Topic 1: Pitch Book Basics
Topic 2: Pitch Book Components
Topic 3: PowerPoint for Pitch Books

The Deal Team

Topic 1: Deal Team Overview
Topic 2: Analyst
Topic 3: Associate
Topic 4: Vice-President (VP)
Topic 6: Managing Director (MD)

Time Management

Topic 1: Time Management & Staffing Processes
Topic 2: Managing Expectations
Topic 3: Time Management Pitfalls & Tips

Gain Industry Knowledge and a Certification

 Gain practical knowledge using interactive spreadsheet-based learning exercises. 
 Access your learning on tablet or desktop. 
 Test your knowledge throughout each tutorial with
regular review questions
  End each tutorial with a short, graded test designed to enhance knowledge retention.
  Gain a shareable professional certification.

Meet Your CPE Requirements

Many examination bodies now mandate annual training, with some requiring alumni to complete up to 35 hours a year.

To support learners, Intuition Now works with key accrediting bodies including the Association of Chartered Certified Accountants and the Chartered Institute of Management Accountants to ensure our learning materials can be used to meet your CPE requirements.