Certification Program in Investment Banking
- Duration 4 Month ( Online )
- Taught by Prominent Faculties
- Top-Notch Investment Banking Program in India
- Superior Curriculum
Become an Investment Banking Expert with India’s Most Valuable Program!
Why Choose This Program?
✔ Comprehensive Learning – 16+ in-depth modules covering all aspects of Investment Banking.
✔ Industry-Recognized Certification – Enhance your professional credibility with a top-tier certification.
✔ Practical Exposure – Gain hands-on experience through case studies and real-world applications.
✔ Live Interactive Classes – 80+ hours of expert-led sessions for deep learning.
✔ Career Assistance & Placement Support – Get guidance on job opportunities, resume building, and interview preparation.
✔ Flexible Learning – Weekend online classes allow you to balance learning with your career.
✔ Affordable EMI Options – Make quality education accessible with easy payment plans.
✔ Learn While You Earn – Online classes designed for working professionals and students.
✔ Taught by Industry Experts – Gain insights from seasoned professionals with extensive investment banking experience.
✔ Real-World Case Studies – Analyze mergers, IPOs, corporate restructuring, and global financial transactions.
✔ Vast Executive Education Network – Be a part of an elite community of finance professionals and alumni.
✔ Accelerate Your Career – Fast-track your entry into Investment Banking with practical, job-ready skills.
Who Should Enroll in this Program?
Educational background
Relevant Degrees in India
Finance Graduates
Business Graduates
STEM Graduates
Legal Professionals
Career Changers
Banking Professionals
Consultants
Entrepreneurs
Recent Graduates
Professionals Seeking Advancement
B.Com, BBA, B.Econ, B.Fin etc.
MBA, MMS, BBM etc.
B.Sc, B.Tech, B.E etc.
LLB, LLM etc.
BA, BSS etc.
B.Com, BBA etc.
MBA, B.E etc.
B.Com, BBA, MBA etc.
Who Should Enroll in this Program?
Educational background
Finance Graduates
Business Graduates
STEM Graduates
Legal Professionals
Career Changers
Banking Professionals
Consultants
Entrepreneurs
Recent Graduates
Professionals Seeking Advancement
Relevant Degrees in India
B.Com, BBA, B.Econ, B.Fin etc.
MBA, MMS, BBM etc.
B.Sc, B.Tech, B.E etc.
LLB, LLM etc.
BA, BSS etc.
B.Com, BBA etc.
MBA, B.E etc.
B.Com, BBA, MBA etc.
Program Director
Best Wishes
Amit Bhadoria
Program Objective
Master Core Investment Banking Functions
Build Strong Analytical & Valuation Skills
Gain Hands-on Exposure to Real-World Transactions
Develop Expertise in Financial Instruments & Regulations
Enhance Strategic Decision-Making Abilities
Boost Career Prospects with Industry-Recognized Certification
Program Module
• Financial System
• Different Financial Markets and Participants and their function
• Capital Market- Primary and Secondary Market
• Broker/Dealer and their role
• Role of Custodian, Depository, Exchanges
• Buy Side and Sell Side,
• Financial Regulator (SEBI, SEC, FCA)
• Investment Bank vs Commercial bank
• Exchanges and Clearing Agents
- Excel Fundamentals
• VLOOKUP, PivotTables, Logical Functions;
• Data Cleaning & Formatting Techniques;
• Conditional Formatting & Data Validation;
• Hands-on Exercises : Sales Data Analysis
Advance Excel Techniques
• INDEX-MATCH, Array Formulas
• Dynamic Charts & Data Visualisation
• Power Query & Power Pivot
• Case Study: Financial Data Visualisation
Financial Modelling Basics
• Ratio Analysis, Revenue Forecasting
• Building financial statements (Balance Sheet, P&L, Cash
Flow)
• Sensitivity & scenario Analysis
• Case Study: Financial Modelling For a Retail Company
vLBO and M&A Modelling
• Buyout Modelling Basics
• Case Study: Valuation of a Real-World M&A deal
• Ordinary Shares vs Preference shares
• Different types of preference shares
• Share Capital and Types of Share Capital
• Issued and Authorized share capital
• Different Financial Ratios (EPS, P/E, ROCE, ROE etc.)
• Process of IPO, Private Placement, OFS, FPO
• Depository Receipts and Types of ADR, GDR and IDR
• Order driven and Quote Drive markets
• What is Fixed Income?
• Types of Fixed Income (Corporate Bonds,
• Government Bonds, Zero Coupon Bonds, Junk bond, Convertible
bonds, Callable Bond, Puttable bond, Deferred bond, Foreign
Currency Bond etc)
• Issuers of Fixed Income Securities
• Difference b/w Equity and Bond
• Bonds and its Risk
• Current Yield and YTM (Yield to Maturity)
• Dirty Price and Clean Price
• Rates associated to a bonds and accrued
• Interest Trade Economics in Fixed Income
• What is a money Market?
• Features of the Money Market
• Interbank Lending
• Advantages and Disadvantage of Interbank Lending
• Treasury Bill, T notes and T Bonds
• T-Bills- Primary Market
• Investment Instruments- CDs, REPO, Commercial Paper
• REPO and Reverse REPO Deals
• Capital Markets vs Money Markets
• Pros and Cons of Money Markets
• Introduction Derivatives
• Speculating and Hedging
• Features of Derivatives
• Value of Derivative Contract
• Role of speculators and Hedgers
• Types of Derivatives- OTC, ETD
• Characteristics of Forwards and Futures
• Risks involved in Futures and Forwards
• Future Contract Margin
• Settlement Mode in Futures Contract
• Options Contract
• Types of Options
• Long and short call
• Options Pricing
• Options Styles
• Options Premiums
• Option Payoffs
• Factors Affecting Premiums
• Introduction to Swaps
• Types of Swaps
• Interest Rate Swap
• Types of IRS- Fixed vs Floating,
Fixed vs Fixed etc.
• Equity Swap
• FX Swap
• Risks in Swaps
• Credit Default Swap
• Risks involved in CDS Trading
• Credit Events in CDS
• CDS Settlements
• Types of CDS
• Elements of FX Trade
• Types of FX Rate
• Fixed Exchange Rate
• Reserve Currency Board
• Features of FX Market
• Market Participants Market
Makers
• PIPs
• FX Quotations and types
• Types of FX Trades
• Non-deliverable Forwards
• Currency Nick Names
• Difference b/w Gross and Net
Settlement
• Rules of Netting
• Introduction to TLC
• Difference b/w OTC and Exchange TLC
• Different offices in Investment Bank (Front/Middle and Back office)
• Trade Execution and Capture
• Trade Enrichment
• Trade Validation
• Trade affirmation and Confirmation
• Trade Settlement
• Trade Reporting and Reconciliation
• Role of the Custodian
• SSIs
• CUSIP, SEDOL and ISIN
• BIC codes and IBAN
• Market data and Static Data
• SWIFT
• Systems-Bloomberg, Reuters, Markit
• What is Reconciliation?
• What is Nostro and Vostro
account?
• What risks does reconciliation
address?
• Types of Reconciliation
• Brokers Reconciliation
• Cash management
• Interest Claims
• Depot/Position Reconciliation
• What are Corporate Actions?
• Examples of Corporate Action
• Types of Corporate Actions?
Mandatory and Voluntary
Corporate action
• What is Collateral
management.?
• Advantage and disadvantage of
collateral mgmt.
• Terms used in collateral mgmt.
• Mark to Market, MTA, Threshold
and Rounding
• Uncleared Margin Rules
• Collateral structure post
financial crisis 2008
• Risk involved in collateral mgmt.
• What is ISDA?
• What is Master agreement,
schedule, confirmation and
Credit Support Annex?
• Paragraph 11 & 13
• What is Asset mgmt.?
• Difference b/w mutual and hedge fund.
• Wealth mgmt. vs asset mgmt.
• Types of Mutual fund
• Hedge fund Operation
• Types of Hedge Funds
• What is Money Laundering?
• Anti-Money Laundering and its objective
• Three stages of Money Laundering
• Methods of Money Laundering
• AML- Risk Based Approach
• What is KYC?
• Customer Identification Procedure and Customer Acceptance
Policy
• PEPs (Politically Exposed Persons)
• Basel Norms I, II, II
• DODD Frank Regulation
• Volcker Rule
• EMIR Regulation
• MIFID I and II (Markets in Financial Instruments Directive)
• FATCA
• What is Risk?
• Types Risks
• Market Risk
• Credit Risk
• Liquidity Risk
• Legal and Regulatory Risk
• Business Risk & Strategic Risk
• Reputation Risk
• Systemic Risk
• Operational Risk
• Present value and Future Value
• Using Time Value of Money concepts for cash flow calculation
• Single cash flow
• Multiple cash flow Annuity
• Perpetual cash flow
• Amortization
• Retirement Planning
• What is financial statement Analysis?
• Types of financial statements
• Balance Sheet
• Income statement
• The statement of comprehensive Income
• The statement of cash flows
• Footnotes
• Management discussion and Analysis
• Audit
Join Edification Union graduates at top-tier companies
EMI options are available
Book Your Seat With
INR 15,000 only
Book Your Seat With
INR 15,000 only
