Certified Investment Banking & Research Analyst (CIBRA)
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
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.
This top Investment Banking Certification course examines the organization, management, and procedures of investment banking (IB), ranging from major, global firms to smaller, boutique firms. Mergers and acquisitions, finance and investment, and the generation of value through financial advising services are all covered. It investigates private equity, hedge funds, and trading operations’ business methods, as well as their roles in facilitating investment, capital deployment, and the changing face of risk-taking activities. The importance of the IB financial adviser in securing and facilitating IB business possibilities is emphasized in this course. This course is all about the investment banking business.
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
Graduates
Post-Graduates
CA/CFA/ACCAs
Finance Professionals
Investment Professionals
Speak to our Counselor to know if you are good fit for the program at +91-9354266554 or Mail Us at [email protected]
CIBRA Program Curriculum
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- Use of Financial Models in Pitchbook
- Flow of M&A / Restructuring Transaction
- Creation of Deep-dive Company Profile
- Discussion on live case
- Introduction to Industry Analysis
- Swot Analysis
- Competitive Benchmarking and Charts Creation
- Sector Index Creation
- Price Chart Creation and Rebasing
- Merger v/s Acquisitions
- Types of Mergers
- Motives behind M&A
- Synergies & Bootstrapping
- Accretion / Dilution Modeling
- 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
- 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
- Introduction to LBO use cases
- LBO Overview and Terminologies
- Past Transactions
- Discussion on live LBO case
- Introduction to Power BI
- Power BI – Desktop Installation
- Power BI Fundmentals
- Dashboard Creation and Visualization – Case Study
- Do’s and Don’ts of Interviews Process
- CV Edits and LinkedIn Profile Building
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 Services
- Credit Analysis
- Project Finance Modeling
- Financial Analysis
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.
Success Stories
Kajal Saini
Analyst Trainee- Valuation
MCube Financial
Sanjay S Nair
Financial Analyst
Gallagher & Mohan
Dhawal Khare
Financial Analyst
Gallagher & Mohan
Abhinandan
Financial Analyst
Gallagher & Mohan
Yash Kothari
Financial Analyst
Gallagher & Mohan
Vanshika Jain
Analyst Trainee- Valuation
MCube Financial
Ria Aggarwal
Associate
Acuity Knowledge Partners
Vedant Handa
Partner Alliance Associate
FinLender Capital Private Limited
Ajit Kumar Pandey
Financial Analyst
Gallagher & Mohan
Archi Babbar
Financial Analyst
Gallagher & Mohan
Khushbu Khairnar
Financial Analyst
Gallagher & Mohan
Shubham Chadha
Financial Analyst
Gallagher & Mohan
Tanishka Gupta
Business Research Associate
Fuld Consulting & Analytics
Yana Kaushik
Financial Analyst
Ascentrik Research
Astha Jha
Financial Analyst
Gallagher & Mohan
Sneha Maru
Financial Analyst
Gallagher & Mohan
Muskan Chaudhary
Financial Analyst
Gallagher & Mohan
Nishant Balasaheb Chavan
MDP Associate
MorningStar
Shashank Tiwari
Analyst Grade 1
MCube Financial LLC
Abhishek Gupta
Research Associate
Fuld Consulting & Analytics
Mayank Bansal
Research Analyst
GetMe Research
Rohit Goel
Trainee –Financial Analyst
Valenta
Kashish Garg
Management Trainee- Valuation
Wipro
Lavil Virmani
Financial Analyst – Renewable
Energy
Energy
Infinia Energy Solutions LLP
Shivani Chorat
MDP Associate
Morningstar
Karan Srivastava
MDP Associate
Morningstar
Nikhi Dethe
ESG Consultant
SG Analystics
Sonali Thombe
Research Associate- Business
Research
Research
Fuld Consulting & Analytics
Nisha Yadav
Business Analyst
Evalueserve
Samiksha Adulkar
Research Analyst
Adyaant
Fiza Khan
Research Associate- Business
Research
Research
Fuld Consulting & Analytics
Charu Agarwal
Research Associate- Business
Research
Research
Fuld Consulting & Analytics
Nikhi Dethe
ESG Consultant
SG Analystics
Netraj Kore
Research Associate- Business
Research
Research
Visible Apha
Sarthak Nautiyal
Junior Analyst
BPS Analytics
Students Speak
"Grateful, Grateful and just grateful to CFI institute for their support during my journey to clear CFA Level I. All the pride that I am carrying today is because of their support and special thanks to Akshay Sir for being a great mentor."
"Hi All, I am happy to share that I have cleared CFA Level-1.. and would like to thanks CFI institute, specially Akshay to help me to get there.! Thanks a lot and All the best to everyone whose going to appear next attempt.!"
"Got my level 1 classes from cfi!! Really amazed by the hard work!! Thank you so much sandeep sir for enlightening me!!! 😊😊."
"Helped me clear CFA level 1 on just 4 months. Very supportive, focus on conceptual clarity."
"CFI Education is a Good coaching institute for CFA Exam preparation. I passed two levels of the Cfa exam in consecutive attempts and giving level 3 in 2019. I will suggest joining CFI Education Institute if you want to prepare for the CFA Exam."
"Great guidance and explanation of concepts that make it very easy to understand difficult topics. Have done CFA Level 2 and 3 coachings from CFI Education & cleared both levels in the first attempt. Highly recommended for CFA coaching."
"The examples/case studies used to explain the concepts was extremely relevant. Highly recommended to those looking for Financial Modelling, Investment Banking and CFA Prep Classes."
"I had a great learning experience with CFI Education that enabled me to get through CFA Level 1 exam. The institute provides highly qualified faculties for teaching different sections of the curriculum. Nice teaching methodology adopted."
"Very effective faculty for Financial modeling and prep for CFA level 1. Helped me in clearing both and helped me landing into relevant job... Owner is pretty experienced and humble guy, keeps you motivated for career plan."
"CFI Education is a great institute for you to learn financial modelling and valuation. The teachers are very cooperative and clear all doubts,even after completing the course Sandeep Sir always helps with the doubts. Placement Assistant is also very good. It's highly recommend if one wants to learn and want placement assistance also."
"CFI institute is a good place to learn financial modeling, all the teachers are very supportive and helpful. Teachers give attention to each and every student in the class. Even after class teachers are ready to clear doubts. Placement support is excellent here, special thanks to Sandeep sir for all his guidance and support."
"Great going CFI. Fantastic course and great teachers. Thanks Sandip to you and your team. The course is excellent and extremely useful! keep it up!"
"My daughter, Nain, took a number of classes with Sandeep. She found him to extremely helpful, accessible and knowledgeable. I don't generally write reviews but I think on this occasion, it is essential to recognize an instructor who selflessly found extra time in their busy day to help support a student. My deep appreciation for Sandeep and the Institute for hiring such talented and capable faculty."
"I would recommend CFI to every aspirants who is looking to get trained in finacial modelling and valuation. They have the best faculty. After completion of training they'll placed you with the best organization as well. I have made the bestest decision"
"CFI Institute is one of the finest institutes to get the basics right in financial modeling and valuation. The program integrates a good mix of advanced excel, financial accounting, and valuation methodology. All the topics like the Three-statement model, DCF valuation, Trading comps, and Transaction comps are very well covered. This curriculum is certainly a "Yes" for all the new joiners who are striving for their place in the financial modeling and investment banking area. Faculty act as a mentor who will advise Do's and Don'ts at each step starting from the program to the Interview process."
"Highly recommended to those looking for Financial Modelling and valuation course .Student support and placement assistance is a plus . Faculty is responsive to the queries.The examples / case studies used to explain the concepts was extremely relevant.Even after finishing the course I have access to the institute for career help, interviews etc."
"Faculty is very informative and helpful. With the help of their guidance I cleared interview for investment banking profile. Totally recommended to joiners."
"Go for it. Being a person who's miles away from any financial topic, it really made a difference. The faculties were super supportive, and as I needed a bit more guide than other do, it was perfect. They even conducted multiple doubt sessions. And before each class, we had a review for 30 minutes, and then we'd go with new topics. So, being a person from Engineering background who just wanted to explore the finance- it never hurts to learn something new, I'd recommended the CFI team 100%."
Certification
