Skills for Investment Bankers
-
Level: Beginner
-
Duration: 5.1 hours
-
Access: 1 Year
Write your awesome label here.
In this online course, you will learn all the key skills you need to pursue a career as an investment banker. From how to manage clients, effectively negotiate, develop a personal brand image and more.
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 5.1 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
1. 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
2. Client Management
- Topic 1: Core Competencies
- Topic 2: Building Trust & Relationships
- Topic 3: Managing Client Transactions
3. Commercial Awareness
- Topic 1: Commercial Awareness Overview
- Topic 2: Competitive Environment
- Topic 3: Revenue Sources
4. Negotiation Skills
- Topic 1: Context for Negotiations
- Topic 2: Negotiation Strategies
- Topic 3: Negotiating Fees
5. Personal Branding
- Topic 1: Managing Your Brand
- Topic 2: Communicating Your Successes
- Topic 3: Personal Preferences, Traits, & Values
6. Pitch Books
- Topic 1: Pitch Book Basics
- Topic 2: Pitch Book Components
- Topic 3: PowerPoint for Pitch Books
7. The Deal Team
- Topic 1: Deal Team Overview
- Topic 2: Analyst
- Topic 3: Associate
- Topic 4: Vice-President (VP)
- Topic 6: Managing Director (MD)
8. Time Management
- Topic 1: Time Management & Staffing Processes
- Topic 2: Managing Expectations
- Topic 3: Time Management Pitfalls & Tips

Gain Industry Knowledge and a Certification
Access your learning wherever you are.
Test your knowledge throughout each tutorial with
regular review questions.
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


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 6 hours.
#5 Corporate Valuation A-Z
Learn the common valuation techniques employed by analysts when valuing companies.
#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
An Introduction
Topic 1: Corporate Valuation: Overview
Topic 2: Basics of Corporate Valuation
Topic 3: Valuation Metrics
Topic 4: Relative Valuations
Topic 5: Absolute Valuations
Topic 2: Basics of Corporate Valuation
Topic 3: Valuation Metrics
Topic 4: Relative Valuations
Topic 5: Absolute Valuations
DCF Analysis
Topic 1: Discounted Cash Flows (DCF)
Topic 2: Basics of DCF Valuation
Topic 3: Forecasting Unlevered Free Cash Flows
Topic 4: Calculating Terminal Value
Topic 5: Discounting Cash Flows Using the WACC
Topic 6: Calculating an Implied Share Price
Topic 2: Basics of DCF Valuation
Topic 3: Forecasting Unlevered Free Cash Flows
Topic 4: Calculating Terminal Value
Topic 5: Discounting Cash Flows Using the WACC
Topic 6: Calculating an Implied Share Price
LBO Analysis
Topic 1: Overview of LBO Analysis
Topic 2: Profiting from LBO Deals
Topic 2: Profiting from LBO Deals
Topic 3: Basics of LBO Deals
Topic 4: Anatomy of an LBO Model
Merger Analysis
Topic 1: Overview of Merger Analysis
Topic 2: Upfront Analysis
Topic 3: Financing a Merger
Topic 4: Consolidation Accounting
Topic 5: Key Merger Model Outputs
Topic 2: Upfront Analysis
Topic 3: Financing a Merger
Topic 4: Consolidation Accounting
Topic 5: Key Merger Model Outputs
Trading Comparables
Topic 1: Trading Comparables
Topic 2: Basics of Trading Comparables
Topic 3: Identifying the Comparables Universe
Topic 4: Inputting the Financials
Topic 5: Deriving a Valuation Range
Topic 2: Basics of Trading Comparables
Topic 3: Identifying the Comparables Universe
Topic 4: Inputting the Financials
Topic 5: Deriving a Valuation Range
Transaction Comparables
Topic 1: Transaction Comparables
Topic 2: Determining a Deal List
Topic 3: Calculating Deal Premiums
Topic 4: Calculating & Analyzing Deal Values
Topic 5: Deriving a Valuation Range
Topic 2: Determining a Deal List
Topic 3: Calculating Deal Premiums
Topic 4: Calculating & Analyzing Deal Values
Topic 5: Deriving a Valuation Range

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.
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

