Investment Banking

Investment Banking

Month 1: Introduction to Finance and Investment Banking

• Week 1: Introduction to Finance – Understanding financial statements, time value of money, cash flow.
• Week 2: Introduction to Investment Banking – History, role of investment banks, different divisions.
• Week 3: Understanding Financial Markets – Equities, Bonds, Derivatives, Forex.
• Week 4: Regulations and Ethics in Investment Banking – Major regulatory bodies, ethical considerations.

Month 2: Fundamentals of Corporate Finance

• Week 1: Financial Analysis – Ratio Analysis, Trend Analysis.
• Week 2: Cost of Capital – WACC (Weighted Average Cost of Capital), Cost of Debt, Cost of Equity.
• Week 3: Capital Budgeting – NPV (Net Present Value), IRR (Internal Rate of Return), Payback Period.
• Week 4: Capital Structure – Leverage, Optimal Capital Structure, Dividend Policy.

Month 3: Basics of Valuation

• Week 1: Valuation Concepts – Intrinsic Value, Market Value.
• Week 2: DCF (Discounted Cash Flow) Valuation – Free Cash Flows, Terminal Value.
• Week 3: Relative Valuation – P/E, P/BV, EV/EBITDA Ratios.
• Week 4: Valuation of Startups – Venture Capital Method, Scorecard Method, Risk Factor Summation Method.

Month 4: Mergers and Acquisitions

• Week 1: M&A Strategy – Reasons for M&A, Types of M&A.
• Week 2: M&A Process – Identifying Targets, Due Diligence, Deal Structuring.
• Week 3: M&A Valuation – DCF, Comparables, Precedent Transactions.
• Week 4: M&A Legal and Regulatory Aspects – Anti-Trust Laws, M&A Regulations.

Month 5: Leveraged Buyouts and Private Equity

• Week 1: Introduction to Leveraged Buyouts – Structure, Characteristics, and Participants.
• Week 2: LBO Analysis – Debt Schedule, Cash Flow Analysis.
• Week 3: Introduction to Private Equity – Types of Funds, Investment Strategies.
• Week 4: Private Equity Deal Process – Sourcing, Execution, Monitoring, Exit.

Month 6: Equity and Debt Capital Markets

• Week 1: Equity Capital Markets – IPO Process, Rights Issue, Private Placements.
• Week 2: Debt Capital Markets – Bond Issuance, Securitization, Credit Ratings.
• Week 3: Syndication Process – Underwriting, Book Building, Allocation.
• Week 4: ECM & DCM Analytics – Deal Pricing, Market Conditions, Investor Demand.

Month 7: Derivatives and Risk Management

• Week 1: Introduction to Derivatives – Futures, Options, Swaps.
• Week 2: Pricing of Derivatives – Binomial Model, Black-Scholes Model.
• Week 3: Introduction to Risk Management – Market Risk, Credit Risk, Operational Risk.
• Week 4: Risk Management Techniques – Hedging, Diversification, Risk Transfer.

Month 8: Advanced Financial Modeling

• Week 1: Basic Financial Modeling – Income Statement, Balance Sheet, Cash Flow Statement.
• Week 2: Valuation Modeling – DCF, Relative Valuation, LBO Modeling.
• Week 3: M&A Modeling – Accretion/Dilution Analysis, Synergy Modeling.
• Week 4: Project Finance Modeling – Construction Phase, Operating Phase.

Month 9: Investment Strategies and Portfolio Management

• Week 1: Introduction to Investment Strategies – Active, Passive, Growth, Value.
• Week 2: Asset Allocation – Strategic, Tactical, Dynamic.
• Week 3: Portfolio Theory – Modern Portfolio Theory, CAPM.
• Week 4: Performance Measurement – Risk-Adjusted Returns, Sharpe Ratio, Information Ratio.

Month 10: Contemporary Topics and Career Prep

• Week 1: Fintech in Investment Banking – Blockchain, AI, Big Data.
• Week 2: ESG Investing – Impact Investing, Sustainable Investing.
• Week 3: Investment Banking Interview Preparation – Technical Questions, Behavioral Questions.
• Week 4: Career Paths in Investment Banking – Analyst, Associate, VP, MD.