Investment Banking Courses & Education | International Finance Institute
71 West 23rd Street
212-461-1061
250 Yonge Street
416-907-7208
Two Prudential Plaza
312-340-0785
100 Pine Street
415-358-1659
Oppenheimer Tower
310-807-0290
137 Cecil Street
+65 3158 2044
Queen's Road
+852 3973 3924
Hanover Square
+44 20 3468 5030
Mainzer Landstraße
+49 69 9579 8906
Business Centre OBC Suisse
+41 44 508 3376
Interpred, WTC
+359 2 489 0124
N Mandela Sq
+27 11 568 2369
Bligh Centre
+61 29 119 2946



Investment Banking Course Syllabus

Receive the hands-on investment banking education you need to advance your career in finance. Our investment banking courses are offered in a convenient, fast-track schedule with personalized instruction by senior investment bankers. Contact us for an investment banking seminar or for more information on our investment banking courses.

Live Training

Our leading-edge course features live training in classrooms with instructors who have world-class experience in investment banking.

Fast-track schedule

Our course is designed to teach you the skills you need in a concentrated, convenient way:

  • 3 Weeks in duration held on Saturdays and Sundays
  • 6 Days of live instruction by senior investment bankers
  • 30 Hours of total classroom instruction
  • 5 Hours each day with comprehensive up-to-date case studies

Class Design

The classes at IFI are designed to provide expert, personalized instruction.

Your instructor will guide you through the learning process with the aid of financial models that are projected on a large screen in the Boardroom/Training Room at the location you select.

Value beyond the classroom at no additional charge

We’re dedicated to the professional success of every student. To achieve our goal, we offer supplemental services that go beyond your classroom training. The services are designed to enhance your classroom learning and to provide expert assistance in your search for your first job.

The following services are provided at no additional charge:

Pre-class materials

These materials, which have been developed by our experienced instructors, are delivered to each student electronically before your class sessions. As a result, you can prepare for your live training sessions and get more out of them. The materials include overviews of corporate finance and financial accounting, along with Excel basics and shortcuts.

Individualized help with your resume and with interview skills

An industry professional will work with you one-on-one to help you optimize your resume and prepare for job interviews. Interview preparation includes participation in mock interviews, as well as prepping with common interview questions.

See our syllabus below

You’ll quickly realize that IFI teaches the skills you need for a rewarding career in investment banking.

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IFI Syllabus

WEEK 1

DAY 1 - SESSION 1

ORIENTATION AND FINANCIAL STATEMENT ANALYSIS
  1. Course Overview and Banker Introduction
  2. Discussion of Student Background and Expectations
  3. Investment Banking and Corporate Finance Introduction
    1. Definition and Roles in Finance and Investment Banking
    2. Overview of Private Equity, Hedge Funds and Venture Capital Firms
    3. Definition of an Investment Bank
    4. Investment Banking Industry Overview
    5. Career Paths at an Investment Bank
    6. The Pitch Process
    7. Buy Side vs. Sell Side of a Transaction
    8. Initial Public Offerings
    9. Expectations of an Investment Banking Employee
  4. Overview of Financial Accounting (Balance Sheet, Cash Flow, Income Statement)
  5. Understanding the SEC 10-K and 10-Q reports (Including additional local reporting requirements outside the USA)
  6. Financial Statement Analysis
    1. Ratios and Growth Rate Analysis
    2. Normalizing Adjustments

DAY 1 - SESSION 2

COMPLETE VALUATION ANALYSIS: MARKET APPROACH
  1. Introduction to Corporate Valuation
  2. Understanding Enterprise Value and Equity Value
  3. Comparable Company Analysis (Valuation Method 1)
    1. How to Select Comparable Companies
    2. Spreading Comparables
    3. Analyzing Valuation Multiples
    4. Determining Corporate Value
  4. Historical Transaction Analysis (Valuation Method 2)
    1. How to Select Comparable Companies
    2. Spreading Comparables
    3. Determining Corporate Value

DAY 2 - SESSON 3

COMPLETE VALUATION ANALYSIS - INCOME APPROACH
  1. Discounted Cash Flow Analysis (DCF) (Valuation Method 3)
  2. The Forecast Period & Forecasting Revenue Growth
  3. Forecasting Free Cash Flows
  4. Calculating The Discount Rate
  5. Determining Fair Value
  6. Pros & Cons Of DCF
  7. Determining Corporate Value

DAY 2 - SESSION 4

CONSTRUCTION OF AN INTEGRATED CASH FLOW MODEL
  1. Introduction to Cash Flow Modeling
    1. Financial Modeling Best Practices
    2. Setting up a Financial Model
    3. Selecting Assumptions and Drivers
    4. Linking the 3 Financial Statements
  2. Setting up the Model for Historic and 5-Year Projections
  3. Projecting the Financial Statements (Balance Sheet, Cash Flow, Income Statement)
    1. Modeling Debt and Revolvers
    2. Debt and Interest Schedule
    3. Industry Accepted Assumptions (COGS, EBITDA, Working Capital and Capital Expenditures)
    4. Measurement of Sensitivity
  4. Analyzing, Concluding and Testing the Model

WEEK 2

DAY 3 – SESSION 5&6

LEVERAGED BUY-OUT (LBO) MODELING
  1. Understanding Leveraged Buyouts (LBO)
  2. Discussion of Returns Analysis
    1. Internal Rate of Return (IRR)
    2. Cash Return
  3. How Leverage is Used to Generate Returns
  4. Primary Sources of LBO Financing
  5. Construction of an LBO Model
    1. Historical and Projected Income Statement through EBIT
    2. Input Opening Balance Sheet and Project Balance Sheet
    3. Debt and Interest Schedules

DAY 4 – SESSION 7&8

LEVERAGED BUY-OUT (LBO) MODELING (Cont.)
    1. Complete Pro Forma Income Statement Balance Sheet and Cash flow Statements
    2. How to Calculate Goodwill
    3. Modeling LBO Financial Structure
    4. Perform Returns Analysis
    5. How to Determine Valuation
    6. Analyzing and Testing the LBO Model
  1. Strategies for Exit and Monetization
  2. Determining Initial Public Offering (IPO)Valuation

WEEK 3

DAY 5 – SESSION 9&10

MERGER AND ACQUISITION (M&A) MODELING
  1. Introduction to Mergers and Acquisitions
    1. M&A Market Overview
    2. Various M&A Approaches
    3. The Sale Process in Detail
  2. Construction of an M&A Model
    1. Preparation of Key Acquisition Data
    2. Valuation of Target Company
    3. Building Funding Structure
    4. Modeling Acquisition Adjustments
    5. Calculating Accretion / Dilution Effects
    6. Significance of Relative P/Es

DAY 6 – SESSION 11&12

MERGERS AND ACQUISITIONS (M&A) MODELING (Cont.)
    1. Determining Contribution Analysis
    2. Calculating Leverage Ratios
    3. Pro Forma Balance Sheet
    4. Measurement of Sensitivity
    5. Post-Merger Adjustment and Liabilities
    6. Accounting Implications and Issues
  1. Analyzing, Concluding and Testing the M&A Model
COURSE CONCLUSIUON
  1. Reflections on IFI Training Course
  2. Q&A with IFI Instructor
  3. Discussion of what IB Firms Look for in Potential Candidates
  4. Mock Interview Session with Seasoned Investment Banker
  5. Incorporation of New Skills into CV/Resume
  6. Distribution of Course Take-Home Materials
  7. Completion of Course Evaluation Form

IFI North America

71 West 23rd Street
212-461-1061
250 Yonge Street
416-907-7208
Two Prudential Plaza
312-340-0785
100 Pine Street
415-358-1659
Oppenheimer Tower
310-807-0290

IFI Europe

Hanover Square
+44 20 3468 5030
Mainzer Landstraße
+49 69 9579 8906
Business Centre OBC Suisse
+41 44 508 3376
Interpred, WTC
+359 2 489 0124

IFI World

137 Cecil Street
+65 3158 2044
Queen's Road
+852 3973 3924
N Mandela Sq
+27 11 568 2369
Bligh Centre
+61 29 119 2946

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