Investment Banking Training Course

Investment Analyst course is to empower professionals with—
• detailed knowledge and adequate exposure to all critical aspects of financial management, especially those important for investment analysts
• the necessary experience and confidence to handle any role and responsibility in any sphere as an investment analyst, thereby demonstrating one’s dynamism and inviting attractive growth opportunities across one’s organisation
• multitasking skills to simultaneously review and analyse several aspects important during investment analysis
• superior analytical skills to review and accurately analyse available financial information to draw accurate conclusions for one’s organisation and/or clients
• adequate confidence, knowledge and experience to train other professionals on aspects important for investment analysts
• enhanced foresight and perspective to accurately identify risks and take precautionary steps to prevent adverse effects
• the skill and knowledge to stay updated with changing market trends and ensuring that one’s organisational processes and policies are in line with these
• the ability to work with advanced technology to efficiently perform various analytical assignments to achieve accurate results
• the overall skill set and capabilities to work across any organisation in the industry and successfully fulfil the requirements of one’s role, thereby inviting further opportunities for one’s growth and progression across the industry
Course Content
Types of Financial Statements
• Balance sheet
• Income statement
• Cash flow statement
• Free cash flow and other valuation statements
Parameters Assessed through Financial Analysis
• Profitability
• Solvency
• Liquidity
• Stability
Methods of Financial Analysis
• Horizontal analysis
• Trend analysis
• Vertical analysis
• Ratio analysis
• Fund flow analysis
• Cash flow analysis
Types of Corporate Finance Tasks
• Capital investments
• Capital financing
• Short-term liquidity
Three Equity Valuation Models
• Present value models
• Multiplier models
• Asset-based valuation models
Process of Conducting Equity Valuation
• Understand macroeconomic factors and the industry
• Make reasonable forecasts of company performance
• Select the appropriate valuation models
• Arrive at a valuation figure based on forecasts
• Take action based on arrived valuation
Approaches for Analysing Fixed Income Products
• Fundamental approach
• Technical approach
• Relative value approach
Variables and their Impact on Derivative Valuation
• Stock price
• Interest rate
• Foreign exchange rate
• Commodity prices
• Others
Types of Portfolio Management
• Discretionary
• Non-discretionary
• Passive
• Active
Common Risks Faced by Firms
• Project-specific risks
• Competitive risks
• Industry-specific risks
• International risks
• Market risks

METHODOLOGY
The training methodology integrates lectures, interactive discussions, collaborative group exercises, and illustrative examples. Participants will acquire a blend of theoretical insights and hands-on practical experience, emphasizing the application of learned techniques. This approach ensures that attendees return to their professional environments equipped with both the competence and self-assurance to effectively implement the acquired skills in their responsibilities.

DATE:
1ST BATCH: 18th – 21st Feb,2025
2ND BATCH: 24th – 27th June,2025
3RD BATCH: 4th – 7th Nov,2025