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Beginner

Investment Banking Foundations

Build a strong foundation in investment banking covering M&A advisory, capital raising, financial modeling, and valuation. Learn the skills needed for analyst and associate roles at bulge bracket and boutique banks.

35 hours30 lessonsBeginner

What You'll Learn

  • Master financial modeling and valuation
  • Understand M&A transaction process
  • Learn DCF, comparable companies, and precedent transactions
  • Build pitch books and client presentations
  • Navigate capital markets and fundraising

Prerequisites

  • Basic accounting knowledge
  • Excel proficiency
  • Business fundamentals

Course Curriculum

1IB Industry Overview

Investment Banking 101

Introduction to investment banking industry

ServicesOrganizationCareer paths
35 min

Deal Process & Participants

Understanding M&A deal lifecycle

BuyersSellersAdvisorsTimeline
40 min

2Financial Modeling

3-Statement Model

Building integrated financial models

Income statementBalance sheetCash flow
75 min

DCF Valuation

Discounted cash flow analysis

Free cash flowWACCTerminal value
80 min

3M&A & Capital Markets

M&A Analysis

Merger and acquisition financial analysis

SynergiesAccretion/dilutionDeal structures
60 min

Capital Raising

How companies raise capital

IPOsDebtEquityRoadshows
50 min

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