Investment Banking Fundamentals , Essential financial knowledge that gives you a taste of the knowledge and skills needed in banking and finance.
Course Description
Enroll in our complimentary course and learn key financial accounting, analysis and Excel competencies needed for finance careers. Ground yourself on the fundamentals, sharpen your skills and excel in your career!
This ‘taster’ course will give you some foundation knowledge to help you decide whether you want to learn more and enroll on our other Investment Banking and Finance courses. This program has 3 elements to it:
- Financial Statements – an intro to what they represent, how they are constructed and what it all means. You will get expert guidance from Greg, our qualified accountant and experienced training professional, as he guides you through the fundamentals of the Balance Sheet and P&L. There is a downloadable comprehensive exercise (Excel based) that helps you reaffirm and practise your skills as you learn.
- Time Value of Money – a foundational understanding of why it matters and where it is used in finance. In fact it comes into many aspects of finance – accounting, valuation, investment appraisal, debt pricing. The time value of money underpins the valuation of ANY asset and this module explains why and illustrates some fundamental Time-Value maths.
Again, there are downloadable Excel-based exercises that your tutor explains and works through with you.
- Excel Skills for Modelling. One aspect of the job – especially when starting out in Investment Banking as a junior analyst is working with, and building, financial models in Excel. If you’ve never been formally trained in Excel it’s hard to know where to start – there is so much functionality! This course gives you some quick-wins to make your life easier before setting about creating or using financial models.
Try out this FREE course to help you decide if you want more, and if you do then look out for these, which can all be found from our website: CapitalCityTraining dot com
- For more detail on any of these, we have comprehensive programs on each of the above – all available on Udemy:
- Finance for the Non-Finance Manager: gives a comprehensive tour of the world of finance for those from a non-finance background. A bit of accounting / analysis, a bit of investment appraisal, budgeting, and even business valuation. And a look at key financial measures that stakeholders pay attention to, and how they are calculated and what they mean.
- Accounting & Analysis: this is a more detailed look at financial statements and is a comprehensive guide of what you would encounter on a typical intern / graduate training program at any investment bank. Including accounting for assets, debt, leases and how to reconcile cash to profit at a detailed level.
- Best Practice Financial Modelling: where we work through the building (from scratch!) of an integrated 3-statement financial forecast model. A combination of business knowledge, accounting, Excel, finance all combined into an model building program – with downloadable exercises and the model-build in stages so you can practise everything alongside your expert tutor.
- Valuation: Learn how to value a business as is done in all corporate finance firms / investment banks – the different information, techniques and outcomes and key factors that make valuation more of an art than a science! You’ll need to use your accounting, modelling and Time-Value knowledge to make sense of some of this.
Who this course is for:
- People starting out in finance and looking to a career in investment or corporate banking, financial analysis or investment management.