Certified Investment Banking & Research Analyst (CIBRA) In Pune
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 Need for Investment Banking Course in Pune
Pune, one of India’s fastest-growing cities has grown into an industrial and educational hub in the past few decades. The commercial landscape of the city demands experienced and nuanced investment banking professionals, especially due to the presence of innumerable banks, IT companies, financial sector companies, and startups. There is a demand for expertise involving mergers and acquisitions, and capital markets and proficiency as financial advisors. Equipped with a certificate in investment banking, young professionals can enhance their career and contribute to the economic growth of the city.
CFI’s Training Methodology
CFI’s Investment Banking Course in Pune is a comprehensively created certification course, designed to meet the growing needs of the economy in the country. The course has three distinct phases – the first is where the focus is on theory and concept learning, the second on project work and case studies, and the third is on soft skill training so that our students are end-to-end prepared to face the world and contribute meaningfully. Our training includes –
- Classroom learning spread across a couple of months to help students get well-equipped with basic concepts.
- Project work is a major component of our course where students are required to finish assessments that will largely influence their ranking while placements.
- We help our students with preparing their resumes for professional interviews, showcasing their skills effectively.
- Through mock sessions, we also prepare the students for real-world interviews.
- The course includes placement services were interviews are organized with corporates and commercial entities for our students.
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.
The investment Banking Certification Course Pune 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 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)
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
MBA
Engineers
CA /ACCA / CPAs
CFA
Graduates / Post-Graduates
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
- 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 Pune.
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.
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