Fri. Jun 9th, 2023

Investment Banking Training Bundle

If you’re interested in becoming an investment banker, this $39 bundle offers a comprehensive set of courses that cover the essential topics and skills you need to get started.

Many of these courses will give you a head start over your competition and help you stand out from the crowd at your next interview. The best part is that this package is a fraction of the cost of investing in multiple standalone courses!

Financial Analysis and Accounting

Financial analysis is a vital part of the investment banking industry and is used by Wall Street firms, banks, insurance companies, real estate investment brokerages, and other data-driven businesses. It involves using spreadsheets and other analytical tools to analyze financial data, make projections, and forecast future outcomes.

There are several online courses that can help you learn these skills. Many of these courses are free to audit, but some have a cost associated with them, so it is important to do your research before enrolling in one.

Some of the best financial analysis and accounting courses online are from edX, a global learning platform that partners with top academic institutions worldwide. These courses impart foundational financial analysis skills and explore various topics in-depth.

For example, edX offers a series of courses in finance and accounting that teach students about cash reporting, income statements, and other aspects of financial statement analysis. These courses are ideal for beginners and experienced professionals, and can be a great way to prepare for a career in this field.

Another option is Wall Street Prep, which offers courses taught by investment bankers who have worked on numerous deals. These courses cover everything from basic and advanced Excel modeling to 3-statement financial analysis, valuation, and M&A and LBO modeling.

This is an elite training provider that provides in-house training to bankers at some of the worlds top investment banks. A certification from this company is highly recognized in the finance world and will get you a leg up when applying for jobs at investment banks.

A good finance and accounting course is essential if you want to break into the world of investment banking. These courses are excellent for preparing you for interviews and making you feel like an industry insider, so it is important to take your time and find the right one for you.

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Mergers and Acquisitions

Mergers and acquisitions are a significant part of investment banking. These are large-scale financial transactions that primarily involve governments, organisations and corporate companies. These deals need a lot of capital and are often highly complicated.

M&As are often a way for a company to grow by acquiring another company that shares its product or services. They can also be used to acquire a company that has a competitive advantage or that has been overlooked by the market.

Typical M&As take place when one company buys the shares of another and completes the acquisition through either cash or debt. The buyer may also make the acquisition through a tax-deductible sale.

The acquiring company values the target business at a price that is multiples of its earnings. Usually, the value is determined by looking at comparable businesses in the same industry.

Investors will usually find that shares of the acquiring company drop during the pre-takeover period, but they will usually rise once the merger is completed and the stock price has reached its full value. This is because the acquiring company has spent the money necessary to acquire the target firm, and so it expects to see long-term dividends from its newly acquired shares.

These types of investments can be extremely lucrative and are a very sought after career path. While this career offers many monetary rewards, it can be challenging to get into and is also often very stressful.

A good way to prepare for a career in investment banking is to take an online course. These courses are less expensive than live instruction and allow you to work at your own pace. The courses are designed to teach you the fundamentals of the finance industry. They will also help you hone your skills as a banker.

Financial Modeling

Financial modeling is an essential skill that industry professionals use to perform financial analysis. It involves combining accounting, finance, and business metrics to forecast future results.

It is often done through spreadsheet software, such as Excel. It can help companies determine the future value of their businesses, calculate future cash flows, and evaluate their company’s performance.

The ability to build and interpret financial models is a valuable skill that can be used in banking, private equity, valuation, and other finance industries. It is also a fundamental tool for corporate analysts.

There are many types of financial models, ranging from simple formulas to complex series of calculations and estimations. Regardless of the type, they all serve the same purpose: to provide a detailed forecast of a company’s future performance.

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Wall Street Prep offers several financial modeling courses that are a part of its Premium package. These include a three-statement model that links together the income statement, balance sheet, and cash flow statements.

It also covers a number of other financial modeling concepts, including valuation, mergers and acquisitions, and project finance. The course also includes a free Boost Excel add-on that allows you to improve your modeling efficiency.

The CFI Investment Banking Training Bundle is one of the most comprehensive investment banking courses available. It is a self-paced program that takes students from basic to advanced level through video lectures, Excel exercises, and assignments.

The course teaches the key skills needed for an investment banker’s career, including financial modeling and valuation. It also includes an online exam to earn a designation as an FMVA (Financial Modeling and Valuation Associate). The program costs more than the competition, but it is well worth it.

Project Finance

If you’re looking for a career that can give you the opportunity to work on complex projects, then project finance could be the perfect choice. It involves the funding of long-term infrastructure and other projects using a non-recourse or limited-recourse financial structure that uses cash flow to pay back debt.

The best way to get a head start on the career is by earning a formal certification. This can be a great way to spruce up your CV and LinkedIn profile and make you more marketable for investment banking roles.

This professional certificate is offered by one of the stalwarts of Wall Street training and is ideal for anyone aspiring to move into an investment banking role. It’s a self-paced, fully online program that takes about 70 hours to complete depending on your skill level.

You’ll be learning from industry experts who know that real world experience and practical insight are just as important as academic theory. This course offers modules on topics ranging from financial modeling to equities, fixed income and derivatives.

It also covers M&A considerations, financial modelling and interview tips to help you land a job in investment banking. It’s the kind of certification that will make your resume stand out in a sea of applicants and give you a leg up during the selection process.

The most important thing about any career is to find something that you’ll enjoy. This might sound like a cliché but it really is the case. Whether you’re working in private equity or hedge funds, you’ll be faced with 100+ hour work weeks and you’ll need to have a passion for the work if you want to succeed.

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Private Equity and Hedge Funds

Private equity and hedge funds are alternative investment vehicles that can offer potential investors a variety of ways to invest in stocks, bonds and other assets. They are structured as partnerships between high-net-worth individuals and corporations and pay managers a management fee and a percentage of profits.

The primary difference between private equity and hedge funds is their approach to investing. Private equity focuses on long-term investments, while hedge funds use short selling and derivatives to generate high returns on short-term investments.

In both fields, candidates with high grades and a top-tier business school degree are likely to have the best chance of getting hired. However, the recruiting process is much different once you get beyond that.

As a general rule, the level of responsibility in a private equity career is more clearly defined. Typically, you start as an analyst or junior analyst and progress to senior associate, then VP, Director/Principal, or MD/Partner.

Those who advance to these higher levels spend a lot more time in the office, but they also tend to have more responsibilities, such as fundraising and firm representation. The culture in private equity is closer to that of investment banking than it is in hedge funds, and the hours are generally more consistent – around 60-70 per week at most firms – but can spike with deal activity.

Private equity fees are based on a number of factors, including investment period, fund life, average holding period and carry percentage. The fee structure is usually two-tiered, with the first tier a 1.5% fee for management and the second a 20% fee based on performance.

Jeffrey Augers
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By Jeffrey Augers

Jeffrey Augers is a highly skilled and experienced financial analyst with over 12 years of experience in the finance industry. He has a proven track record of delivering exceptional financial insights and recommendations to clients, empowering them to make informed decisions and achieve their financial goals. Jeffrey holds a Bachelor's degree in Finance from the University of Michigan, and an MBA from the Wharton School of Business.