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Diploma in Investment Banking and Financial Analytics
BY
Boston Institute of Analytics
Enhance your ability to handle investments and refine your financial skills with the Diploma in Investment Banking and Financial Analytics certification by BIA.
Part time, Online
6 Months
Quick facts
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Medium of instructions
English
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Mode of learning
Virtual Classroom, Campus Based/Physical Classroom
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Mode of Delivery
Video and Text Based
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Frequency of Classes
Weekends
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Course overview
Diploma in Investment Banking and Financial Analytics is a 6 month long immersive training programme that imparts individuals with the knowledge and proficiencies essential for excelling in the finance sector. Delivered by industry experts, the course employs a blend of classroom instruction and practical training, ensuring a high-calibre learning experience. The Diploma in Investment Banking and Financial Analytics certification by BIA is structured into multiple modules, encompassing a diverse array of subjects.
These modules cover key areas such as Corporate Finance Principles, Equity Research, Debt Capital Markets, Financial Analytics, Data Visualisation, and more. The Diploma in Investment Banking and Financial Analytics certification is meticulously crafted to offer a thorough comprehension of investment banking and financial analytics, empowering students with the requisite skills to thrive in this competitive domain.
Upon successful completion of the Diploma in Investment Banking and Financial Analytics certification course, individuals are well-equipped to pursue various career paths, including roles like financial analyst, investment banking analyst, data analyst, portfolio manager, and more. You can check out the Investment Banking Certification Courses for further knowledge.
The highlights
- 6 Months to Complete
- 200+ Hours Course
- 2 months of Internship
- Certification from the Boston Institute of Analytics
- Two in One Certification
- Classroom + Online Mode
Program offerings
- Dual certification
- Foundation course
- Hands-on learning
- Practical based
- Live lecture
- Weekend course
Course and certificate fees
certificate availability
Yes
certificate providing authority
Boston Institute of Analytics
Eligibility criteria
Academic Qualifications
Candidates from all academic streams such as arts, science, commerce, and engineering can apply for this course.
Certification Qualifying Details
Upon successful completion of the course, you will receive the Diploma in Investment Banking and Financial Analytics certification by BIA.
What you will learn
Knowledge of data visualization
Data analysis
After completing the Diploma in Investment Banking and Financial Analytics certification syllabus, you will learn how to analyse financial statements, which cover income, balance, and cash flow. You will also develop the ability to conduct ratio analysis and interpret its outcomes.
Upon completion of the Diploma in Investment Banking and Financial Analytics training, you will learn about cash flow analysis and effective working capital management. You will also gain insight into various valuation methods, such as comparable company analysis, precedent transactions analysis, discounted cash flow valuation, and leveraged buyout analysis.
Who it is for
The Diploma in Investment Banking and Financial Analytics online course is for individuals who are pursuing or looking to pursue a career in the finance and banking industry. For example:
- Bank Clerk
- Bank Probationary Officer PO
- Financial Analyst
- Financial Planner
Admission details
To join the Diploma in Investment Banking and Financial Analytics classes, follow these steps:
Step 1: Browse the link below: https://bostoninstituteofanalytics.org/investment-banking-and-financial-analytics/
Step 2: Select "Enquire Now" and fill out the form with your contact details. A representative will reach out to you.
Step 3: Pay the course fee and access the modules.
The syllabus
Investment Banking Course and Financial Analytics: Orientation
Course Expectations and Structure
Introduction to the Learning Environment
- Digital Platforms and Resources
- Communication Channels
Introduction to Investment Banking
- Overview of Investment Banking
- Key Functions of Investment Banks
- Investment Banking vs. Commercial Banking
- Investment Banking Business Model
- Industry Trends and Outlook
- Regulatory Environment and Compliance
- Role of Investment Banks in Financial Markets
- Intermediation in Financial Markets
- Investment Banks as Financial Intermediaries
- Market Participants
- Behavioral and Skill Competencies
- Employment Opportunities
- Class Assignment: Case Study/Role Play
Mastering MS Excel for IB Business
Fundamentals of Excel
- Overview of Excel Interface
- Key Formulas and Functions
- Ranges and Tables
- Data Cleaning – Text Functions, Dates and Times
- Conditional Formatting
- Sorting and Filtering
Advance Excel
- Pivots
- Data Analysis in Excel – Trends and Patterns
- Data Visualization in Excel – Charts and Plots
- Working with Multiple Worksheets
- Linking and Referencing the Data Between Worksheets
Fundamentals of Financial Reporting and Analysis
Financial Reporting and Analysis: 1
- Understanding Income statement
- Understanding Balance Sheet
- Overview of Statement of Changes in Equity
- Role of the Statement of Comprehensive Income
- Introduction to Cash Flow Statement
- Practical Excel Exercise
Financial Reporting and Analysis: 2
- Overview of Common-Size and Trend Analysis
- Introduction to Financial Ratios
- ROE and DuPont Analysis of ROE
- EPS and Dilutive Securities
- Practical Excel Exercise
Financial Reporting and Analysis: 3
- Analysis of Inventories
- Inventory Valuation
- LIFO
- FIFO
- Analysis of Income Tax
- Tax Return
- DTA
- DTL
- Tax Base
- Tax Expense
- Tax Rate
Exploring Corporate Finance
Principles of Corporate Finance
- Time Value of Money and its Application
- Risk Premium in Required Rate of Return
- PV and FV (Single Sum, Annuities and Perpetuities)
- Capital Investment
- NPV and IRR in Capital Allocation
- Capital Structure
- Practical Excel Exercise
Introduction to Equity Investments
IB Business of Equities: 1
- Functions of The Financial System
- Classifications of Assets and Markets
- The Major Types of Securities, Currencies, Contracts, Commodities, and Real Assets
- Financial Intermediaries and Services
- Security Market Index
- Market Efficiency
- Types of Equity Securities
- Investing in Non-Domestic Equity Securities
- Market Value Vs Book Value of Equity Securities
- Cost of Equity, Return on Equity and Required Rates of Return
- Practical Excel Exercise
IB Business of Equities: 2
- Equity Valuation Models
- Dividends, Stock Splits and Share Repurchases
- Divided Discount Models
- Non-Callable and Non-Convertible Preferred Stock
- Multistage Dividend Growth Models
- Relative Valuation
- Practical Excel Exercise
Debt and Fixed Income
IB Business of Debt/Fixed Income: 1
- Fixed-Income Security Features
- Common Types of Bond
- Contents of a Bond Indenture
- Legal, Regulatory, and Tax Considerations
- Fixed-Income Securities Cash Flows
- Fixed-Coupon Structures and Coupon Arrangements
- Embedded Options in Fixed-Income Securities
- Bonds in Primary Markets and Secondary Markets
- Sovereign and Non-Sovereign Bonds
- Types of Debt Issued by Corporations
- Structured Financial Instruments
- Securitization and its Parties
- Practical Excel Exercise
IB Business of Debt/Fixed Income: 2
- Bond Prices and The Time Value of Money
- Relationship Between Price and Maturity
- Spot Rates and Accrued Interest
- Flat Price, Accrued Interest, and The Full Price
- Matrix Pricing
- Effective Yield of a Bond
- Yield Measures for Fixed-Rate Bond
- Yield Measures for Bond Having Embedded Options
- Yield Measures for Floating-Rate Notes
- The Relationship Between Forward Rates and Spot Rates
- Yield Spread
- Sources of Return from Investing in a Fixed-Rate Bond
- Measure of Bond’s Interest Rate Risk
- Practical Excel Exercise
Trading and Derivatives
IB Business of Trading and Derivatives
- Derivatives Instrument and Market Features
- Forward and Futures
- Swaps and Options
- Credit Derivatives and their Characteristics
- Advantage, Risk and use of Derivatives
- Arbitrage and Replication in Derivative Pricing
- Practical Exercise
Wealth Management Business
IB of Wealth Management Business
- Investment Concerns of Private Clients and Institutions
- Information and Skills needed for Advising Private Clients
- Formulating Client Goals and Evaluating Risk Tolerance
- Assessing Capital Sufficiency for Client Goals
- Retirement Planning Principles
- Investment Policy Statement (IPS) for Private Clients
- Portfolio Construction
- Portfolio Allocation and Investments for Private Clients
- Traditional Approach to Portfolio Construction
- Goals-Based Investing
- Portfolio Reporting and Review Practices
- Evaluating Investment Program Success
- Ethical and Compliance Considerations in Advising
- Relationship Between Service Levels and Range of Solutions
- Practical Exercise
Equity Research Report and Pitch Deck
Introduction to Equity Research Report and Pitch Deck
- Introduction to Equity Research
- Components of a Research Report
- Company’s Business Model
- Revenue and it’s Drivers, including Pricing Power
- Operating Profitability and Working Capital
- Capital Investments and Capital Structure
- Practical Exercise
Mastering Financial Modeling
Equity Valuation Financial Model
- Class Assignment: Equity Valuation Financial Model
- Understand Business and Operating Models
- Collect and Structure Data
- Model Historical Statements
- Understanding Key Model Drivers
- Modeling Driver Assumptions
- Projecting Future Drivers
- Modeling Revenue
- Modeling Expenses
- Modeling Asset Schedule
- Modeling Depreciation Schedule
- Modeling Loans and Advances
- Modeling Taxation
- Modeling Financial Statements
- Interlinking Financial Statements
- Modeling Key Ratios
- Modeling WACC and Cost of Equity
- Modeling Equity Valuation using DCF
- Modeling Sensitive Analysis
Mergers and Acquisitions
Fundamentals of Mergers and Acquisitions
- The M&A Business
- Synergy Analysis and Creating Value, Managing Capital Structure
- Equity Separations
- Private-Equity Deals
- Strategic Investment Deals
- Financing and Exit Strategies
Mastering Mergers and Acquisitions Modelling
- The Valuation, Pricing, and Fee Structure of M&A Deals
- M&A Model using a Recent Deal
- Collecting and Projecting Numbers
- High Level Merger Accounting for Goodwill
- Modeling a Financing Plan
- Performing Synergy Analysis
- Modelling Sensitivity Analysis on Acquirer’s EPS
- Modeling Contribution Analysis
- Modelling Accretion/Dilution Analysis
Prompt Engineering
Mastering IB with Prompt Engineering
- Introduction to Language Model
- Different Types of Models
- Best Practices for Prompt Writing
- AI and Microsoft Office 365 Tools
- Presentations using AI Tool
- AI Tools for Investment Banking and Finance
- AI Tools for Startups
- AI Tools for Venture Capital Funds
Python
Mastering Financial Analytics using Python
- Python and its Applications in Finance
- Data Types in Python
- Basic Operations in Python
- Operators in Python
- Control Flow Statements in Python
- Introduction to Functions in Python
- Practical Exercise
- Data Acquisition and Manipulation
- Statistics
- Pandas Dataframe
- Basic Data Exploration
- Cleaning and Preparing Financial Data
- Data Manipulation Techniques
- Practical Exercise
Mastering Data Visualization
Mastering Power BI
- Introduction to Power BI, Key Features, Installation and Setup
- Understanding the Power BI Desktop Interface
- Exploring the Workspace: Ribbons, Panes and Menus
- Data Transformation
- Data Modeling: Relationships, Keys and Hierarchies
- Data Analysis Expressions (DAX), DAX Functions and Calculations
- Advanced DAX Calculations: Time Intelligence, Filters and Measures
- Charts and Page Layouts
- Creating A Power BI Dashboard
- Publishing and Sharing Reports and Dashboards
- Hands-on Activity
Mastering Tableau
- Overview of Tableau Prep
- Data Connections, Cleaning and Transformation
- Introduction to Tableau Desktop
- Data Source Connection and Navigation
- Visual Analytics – Sorting and Filtering Data Interactivity
- Working with Calculated Fields
- Aggregations and Level of Detail (LOD) Expressions
- Creating Charts and Dashboards in Tableau
- Hands-on Activity
Capstone Project
Capstone Project Allocation, Mentorship and Presentation
- Project and Dataset Assignment by Capstone Mentor
- Orientation Session by Capstone Mentor – Project Expectations
- Mentorship Session by Capstone Mentor – Doubt Resolutions
- Project Presentation
Career Enhancement
Soft Skills Training
- Presentation Skills
- Email Etiquettes
- LinkedIn Profile Building
- Personality Development and Grooming
Interview Preparation
- Interview Do’s and Don’ts
- Mock Interviews
- HR and Technical Interview Prep
- One-on-One Feedback
How it helps
The Diploma in Investment Banking and Financial Analytics certification benefits you immensely. You can delve deeply into the realms of investment banking and finance, establishing a robust foundational knowledge in these domains. Moreover, the course facilitates the development of practical skills, including the analysis of financial statements, proficiency in valuation techniques, and hands-on experience with data analytics and visualisation.
FAQs
Will I receive a certificate upon completing the Diploma in Investment Banking and Financial Analytics online course?
Upon completion, you will receive dual certifications in Investment Banking and Financial Analytics from the Boston Institute of Analytics.
Is prior experience in finance or analytics necessary for enrolling in the Diploma in Investment Banking and Financial Analytics certification course?
No, the course is open to students from various educational backgrounds such as commerce, engineering, science, and arts.
Are job placement assistance and career support available with the Diploma in Investment Banking and Financial Analytics certification?
Yes, the Boston Institute of Analytics provides support including resume building, interview preparation, and connecting students with potential employers.
Will I receive personalised feedback and guidance from instructors of the Diploma in Investment Banking and Financial Analytics online course?
Yes, instructors offer personalised feedback and guidance to help students enhance their skills and problem-solving abilities throughout the course.
Can I attend the Diploma in Investment Banking and Financial Analytics training sessions both in-person and online?
Yes, the course offers flexibility with a blend of classroom and online sessions, allowing students to choose based on their preferences and convenience.
