Module #1 Introduction to Investment Banking Overview of the investment banking industry, roles, and functions.
Module #2 Financial Markets and Instruments Overview of financial markets, instruments, and participants.
Module #3 Time Value of Money Understanding the concept of time value of money, present value, and future value.
Module #4 Financial Statement Analysis Analyzing financial statements, including income statements, balance sheets, and cash flow statements.
Module #5 Accounting Principles and Standards Understanding accounting principles, generally accepted accounting principles (GAAP), and International Financial Reporting Standards (IFRS).
Module #6 Financial Ratios and Metrics Calculating and interpreting financial ratios and metrics, including profitability, efficiency, and solvency ratios.
Module #7 Mergers and Acquisitions Overview of M&A transactions, including types, motivations, and deal structures.
Module #8 Deal Sourcing and Origination Identifying and sourcing potential deals, including networking, research, and pitching.
Module #9 Due Diligence and Deal Execution Conducting due diligence, negotiating deal terms, and executing transactions.
Module #10 Capital Markets and IPOs Overview of capital markets, including initial public offerings (IPOs), equity and debt markets.
Module #11 Debt Financing and Leveraged Finance Understanding debt financing options, including leveraged loans, high-yield bonds, and mezzanine debt.
Module #12 Equity Financing and Venture Capital Overview of equity financing options, including venture capital, private equity, and equity research.
Module #13 Financial Modeling and Valuation Building financial models and valuing companies using discounted cash flow (DCF) and comparable company analysis.
Module #14 Pitch Books and Investment Memoranda Creating pitch books and investment memoranda, including best practices and design principles.
Module #15 Deal Negotiation and Closing Negotiating deal terms, managing the closing process, and mitigating risks.
Module #16 Post-Deal Integration and Monitoring Integrating acquisitions, monitoring performance, and creating value post-deal.
Module #17 Investment Banking Regulations and Ethics Understanding regulations, including the Investment Company Act, and ethical considerations in investment banking.
Module #18 Risk Management and Credit Analysis Assessing credit risk, managing risk, and understanding credit rating agencies.
Module #19 Financial Planning and Portfolio Management Understanding financial planning, portfolio management, and wealth management.
Module #20 Investment Banking Industry Trends and Outlook Current trends, outlook, and innovations in the investment banking industry.
Module #21 Investment Banking Career Development Advice for aspiring investment bankers, including skills development, networking, and career paths.
Module #22 Case Studies in Investment Banking Real-world case studies of investment banking transactions, including M&A, IPOs, and debt financings.
Module #23 Advanced Financial Modeling and Valuation Advanced financial modeling techniques, including Monte Carlo simulations and sensitivity analysis.
Module #24 Data Analysis and Visualization in Investment Banking Using data analysis and visualization tools to inform investment banking decisions.
Module #25 Course Wrap-Up & Conclusion Planning next steps in Investment Banking Fundamentals career
