Certified Investment Banking & Research Analyst (CIBRA) In Mumbai

The CIBRA program will help you acquire skillsets needed to enter investment banking jobs. During this program, you will learn:

Financial Modeling & Valuation
Merger & Acquisition (M&A), Pitchbook, Fund Raising
Company Profiles, Industry Analysis
Equity Research Report Writing
Interview Soft Skills and CV Building
Accreditation from BSE Institute Ltd New
AI / ChatGPT in MS Excel Curriculum New

The Relevance of Investment Banking Course in Mumbai

Mumbai is India’s leading city, be it in employment, growth opportunities, or as a thriving economy. The dynamic and robust market conditions in the country’s financial capital are perpetually in need of qualified professionals in investment banking. After all, the city is home to the Bombay Stock Exchange, headquarters of many multinational banks, and many domestic and international brands. The city needs budding talent in the field of equity research, financial analysis, M&As and so on. With this course, you will be equipped to take the best step to become an integral part of the city’s financial ecosystem.

Why Choose CFI’s Investment Banking Course in Mumbai?

Expert Instructors: The training is led by seasoned experts with real-world experience and industry insights.
Extensive Curriculum: Our training program has been developed extensively to cover all aspects of investment banking, including modules on M&A, valuation, equity research, financial modeling, etc.
Learn as per your wish: At CFI you have the choice to join our online classes where you can learn as per your convenience and at your own pace. The program has been designed specifically to fit your busy schedule.
Hands-on Approach: Our curriculum is incomplete without practical training including projects and case-studies for real-world experiences.
Up-to-date Content: At CFI, we ensure that we regularly update the content to incorporate changing industry trends so that our students always have access to relevant content material.
Career Support: On the successful completion of the course, you will be assisted with making your resume and interview preparations so that you are well prepared for your career ahead.

What is Investment Banking?

Investment Banks helps organizations in various areas of finance and provides services including M&A, which involves acquiring other companies for capturing market share; Equity Raise / IPO, to make companies go public and get listed on the stock exchange; Debt offering, which helps organizations raise money economically than bank financing; restructuring, which helps increase efficiency and increase profitability; sales &trading, to make stock trading on behalf of clients.

Investment banking plays an important role in our financial industry, and it’s important to understand how investment banks find deals. They have source teams, freelancers, research departments, technology, and trade shows, all of which aid investment banking in finding business and doing business in the industry.

The investment Banking Certification Course Mumbai course focuses on the structure, management, and practices of investment banking (IB) firms, ranging from large, global firms to smaller, boutique firms. Mergers and acquisitions, financing and investment, and the creation of value through financial advisory services are all covered. It investigates private equity, hedge funds, and trading operations’ business practices, as well as their roles in facilitating investment, capital deployment, and the changing face of risk-taking activities. The importance of the IB financial advisor in securing and facilitating IB business opportunities is emphasized in this course. This course is all about investment banking businesses.

Roles and Responsibilities of Investment Banking (IB) Analysts

The analysts working in the Investment Banking department or research firms are responsible for analysis, valuation, due diligence, and research for various ongoing transactions.

The IB analysts spent a lot of time researching and analyzing company reports, performing due diligence, building Financial Models, performing Trading & Transaction Comps (Relative Valuation), M&A Accretion / Dilution Analysis.

Moreover, IB analysts also involves in preparing Pitchbook, profiles, and marketing materials as well. Pitchbook includes various section including Investment Banks Capabilities (marketing section), competitive landscaping, company profiles, comparable valuation, recent M&A transactions, and Investment Banking recommendations as well.

About Equity Research (ER)

Equity Research (ER) reports are issued by various financial institutions and the AMC department of a bank or companies. They are extremely useful in performing company analysis, due diligence, understanding the market perspective of a company and used in almost all areas of investment advisory for corporate and individual clients

What skills will you develop in this course ?

Our Alumni Works At

Target Audience

Our training is open to ambitious candidates who come from a range of backgrounds and will typically be

Speak to our Counselor to know if you are good fit for the program at +91-9354266554 or Mail Us at info@cfieducation.in

CIBRA Program Curriculum

MS Excel Training – Basic to Advance Excel (Class 1 to 4)

Using AI and ChatGPT in MS Excel – New
Keyboard Accelerators and Shortcuts
Create and Customize the Excel List
Data entry with Auto Fill Feature
Working with Advance Cut, Copy, Paste Command
Use of Find and Replace
Using Paste Special
Sorting and Filtering
Advance Formatting
Mathematical Functions
Text Functions
Statistical Functions
Date & Time Functions
Array Functions
Database and Logical Functions
Reference and Lookup Functions
Financial Function
What if Analysis (Goal Seek, Scenarios, Data Table)
Pivot Table and Pivot Chart Reports
Dashboard Creation and Visualization
VBA Macro Basics

MS PowerPoint Skills (Class 1 to 4)

Most used chart creation including Bar, Stacked, Line, Pie, Waterfall, Football Field etc
PPT training for writing, formatting and alignment
Best practices and shortcuts for pitch creation, overview slides, chart pasting

Financial Statements Analysis (Class 5 to 6)

Introduction to Financial Statements
Understanding Income Statement, Balance Sheet and Cash Flow and Key Line Items
Reading, Skipping and Skimming Annual Report
Understanding Management Discussion & Analysis (MD&A)
Ratio Analysis and Interpretation
DuPont Analysis
Types of Capital
Basic Model – Case Study

Business and Financial Modeling (Class 7 to 8)

Modeling for 3 Financial Statements
Revenue and Cost Modeling
Building Supporting Schedule including Depreciation, Working Capital, Debt, Equity, Asset Schedules etc
Building Scenarios (Base, Best, Worst Cases)
Maintaining, Updating and Model Adjustments for Corporate Actions (CACS)
Keeping the Model Dynamic
Revenue Model Discussion for Various Industries

DCF Valuation (Class 9 to 10)

Cost of Equity Modeling
Cost of Debt Modeling
WACC Calculation Best Practices
Time Value of Money Basics
Cash Flow Modeling (FCFF / FCFE) and Terminal Value Calculation
Approaches to DCF Valuation
Football Field Analysis and Discussion

Comparable Company Analysis (Class 11 to 12)

Introduction to Comparable Companies Analysis
Select the Universe of Comparable Companies
Locate the Necessary Financial Information
Spread Key Statistics, Ratios, and Trading Multiples
Determine Valuation using Comparable Companies
Adjustment / Normalization of EBIT, EBITDA and Net Income
Adjustments of Options, Warrants, RSUs and Convertibles for Dilution
Concept of Calendarisation and Last Twelve Months
CACS Discussions
Interpreting Output Sheet

Comparable Transaction Analysis (Class 13)

Introduction to Precedent Transactions Analysis
Select the Universe of Comparable Acquisitions
Locate the Necessary Deal-Related and Financial Information
Spread Key Statistics, Ratios, and Transaction Multiples
Benchmark the Comparable Acquisitions
Determine Valuation using Comparable Acquisitions
Normalization of EBIT, EBITDA and Net Income
Control Premium Calculation
Difference between Trading & Transaction Comps
Interpreting Output

Project Finance & Real Estate Modeling (Class 14)

Introduction to Project Finance
Sources and Uses of Funds
IRR, Modified IRR, NPV, Profitability Index and Discounted Payback Period
Project Finance – Case Study
Real Estate Overview
Understanding NOI, Cap rate, CoCR, Debt Amortization, among others
Real Estate Modeling – Case Study

Company Profile and Pitchbook (Class 15)

Use of Financial Models in Pitchbook
Flow of M&A / Restructuring Transaction
Creation of Deep-dive Company Profile
Discussion on live case

Industry Analysis, Benchmarking and Charts (Class 16)

Introduction to Industry Analysis
Swot Analysis
Competitive Benchmarking and Charts Creation
Sector Index Creation
Price Chart Creation and Rebasing

M&A Merger Modeling (Class 17)

Merger v/s Acquisitions
Types of Mergers
Motives behind M&A
Synergies & Bootstrapping
Accretion / Dilution Modeling

DCM & Credit Analysis (Class 18)

Debt Capital Markets (DCM) Overview
Types of Debt Raise
Credit Analysis Matrix
5 Cs of Credit Analysis
Debt Covenants
Ability to pay analysis and Capitalization Table
Discussion on live case

Equity Capital Markets (ECM) & Private Equity (Class 19)

ECM Overview, IPO & Global Markets
Types of Investment Strategies (Active vs. Passive)
Nifty Index, Asset Allocation & Mutual Funds
Private Equity Overview
Private Equity – Understanding & Modeling KPIs

LBO Modeling (Class 20)

Introduction to LBO use cases
LBO Overview and Terminologies
Past Transactions
Discussion on live LBO case

Power BI Dashboard (Class 21)

Introduction to Power BI
Power BI – Desktop Installation
Power BI Fundmentals
Dashboard Creation and Visualization – Case Study

Soft Skills and CV building (Class 22)

Do’s and Don’ts of Interviews Process
CV Edits and LinkedIn Profile Building

Mock Interviews (Class 23)

How will the CIBRA program help candidates?

The CIBRA program helps you become a complete Investment Banking and Research Analyst and you will be able to perform:

Investment Banking Research
Equity Analysis and Research
Financial Advisory
Credit Analysis
Project Finance Modeling
Financial Analysis

Careers after obtaining a Certificate in Investment Banking:

Upon successful completion of the program, one may pursue employment in the following fields:

Investment Banking
Private Equity
Corporate Finance and Strategy
Private Wealth Management
Equity Research (Buy-Side and Sell-Side)

Freshers, entrepreneurs, attorneys, and accountants who work in financial transactions, private equity, and hedge fund investments, or associated investment banking activities will profit from the Investment Banking Course In Mumbai.

In our ultra-modern world, where the general public is becoming more conscious of investing and people are leaning toward starting a business, there will be an increase in the demand for capital for businesses and, as a result, for investment bankers as well.

Certificate in Investment Banking & Research

	Classroom / Live Online	Self-Paced
	INR 49000	INR 30000
Classroom / Live Zoom	Yes	–
Class Recording	Yes	Yes
Detailed Study Material	Yes	Yes
Case Studies	Yes	Yes
Capstone Project	Yes	Yes
App Access (Android)	Yes	Yes
100% Placement Support	Yes	Yes
CV & Interview Prep	Yes	Yes
Live Doubts Sessions	Yes	–
WhatsApp Group	Yes	–
Email Support	Yes	–
	BUY NOW	BUY NOW

100% Placement Support*

CFI Education provides placement assistance to all the candidates who complete our in-house Financial Modeling or Investment banking programs. Apart from technical classroom training, we prepare candidates for soft skills, and conduct mock interviews. Once they feel confident, they can start applying for various job opportunities provided by our dedicated placement team. The placement process is usually start at 8th week of the training program.

We charge a placement fee of 5% of annual fixed ctc. This fee is applicable only when candidates is selected through our placement team efforts and accepts the job offer. Contact our team to know more about how CFI Education can help you launch your career in core finance domain.