Description
In the ever-evolving business landscape, every professional strives to maintain a competitive edge by adapting to changes effectively. Those who possess a versatile skill set can easily navigate through the complexities brought about by market changes. Investment banking is highly advantageous, as it provides professionals with a comprehensive grasp of the finance industry, along with relevant skills, for quick career progression.
GT Academy is pleased to launch its programmeme called ‘Certificate in Investment Banking’ to empower participants with the expert knowledge and skills required to succeed in the competitive realm of investment banking. This programmeme includes essential topics, such as financial analysis, business funding, business models, etc., with hands-on training through simulations, case studies and real-life projects.
Learning objectives:
- To gain a thorough understanding of the financial markets and products traded within them
- To develop proficiency in preparing reports on important components of investment banks, the role of merchant banks, etc
- To build a strong understanding of investments in the primary and secondary markets
- To understand the intricacies of raising capital through initial public offerings (IPOs), debt offerings and private placements
- To identify and manage financial risks effectively
- To develop interpersonal skills such as communication and negotiation
- To prepare and maintain data and required documentation for transactions
Program deliverables:
- 80 hours of live online training
- Extensive course material and case studies
- Access to Grant Thornton Bharat’s LMS for one year
- Quizzes and assessments
- Hands-on exercises
- Soft skills training
- Post-training support
- Certificate of completion post-final assessment
Who Should Attend
- Professionals working in finance and accounting across various industries
- Private equity and asset management professionals
- Newly qualified chartered accountants
- Commerce graduates and MBA (finance) students
Programme coverage:
- What is investment banking?
- Investment banking vs. commercial banking
- What do investment banks do?
- Role of intermediaries
- Role of underwriters
Hands-on exercise:
- Calculating deal values and investment bankers’ fees
- Primary and secondary market
- Stock exchanges and their role
- Asset classes
- Types of equities
- Risks and returns
Hands-on exercise:
- Calculating and preparing risk-adjusted returns
- Fixed income overview
- Bond price
- Types of yield and calculation
- Coupon and accrued interest
- Credit rating overview
Hands-on exercise:
- Preparing bond pricing model in Excel
- Calculating bonds’ yield to maturity (YTM)
- What are corporate actions?
- Types of corporate actions
- Impact of corporate actions
- Purpose of corporate actions
- Treasury stock method (TSM) and if-converted method
- Adjustment of corporate actions
Hands-on exercise:
- Corporate actions - Applications and impact on global companies
- Linking and navigating between sheets
- Vlookup, Xlookup, index match and choose function
- If, if-error
- Text, date and flash-fill
- Conditional formatting
- Data validation
- What-if analysis
- Columnar chart, line chart and combo chart
Hands-on exercise:
- Excel templates for building financial models
- What is valuation?
- Why perform valuation?
- Types of valuation - Fundamental valuation and relative valuation
Hands-on exercise:
- Preparing financial model level-1
- Steps involved in creating a financial model
- Designing and structuring a model
- Initial assumptions and data gathering
- Projecting income statement, balance sheet and cash flow
- Integrating financial statements
Hands-on exercise:
- Case study: Preparing detailed financial models for manufacturing companies
- Creating base, best and worst-case scenarios
- Performing sensitivity analysis
- Analysis and interpretation of results
- Creating dynamic dashboards
Hands-on exercise:
- Excel templates of various scenarios
- What is company profiling?
- Types of company profiling
- One-pager profile
- Two-pager profile
- Strip profile
Hands-on exercise:
- Case study: Preparing detailed company profiles (for large-scale firms)
- What is trading comparable?
- What is enterprise value (EV)?
- Calculation of EV
- Application of corporate actions
- Application of the treasury stock method
- Understanding and calculating last twelve months‘ (LTM) financials
- Normalisation of line items
- Calculating relevant multiples
- Performing peer group comparison
- Valuation of US-listed companies
Hands-on exercise:
- Preparing detailed relative valuation models of US-listed companies and industry benchmarking
- What is a precedent transaction?
- Types of transactions
- What is offer value?
- Spreading the M&A transaction in a valuation model
- Control control premium
- Calculating relevant multiples
Hands-on exercise:
- Case study: Understanding the M&A transactions in detail using examples of global companies
- What is benchmarking?
- Why perform benchmarking?
- Steps to perform benchmarking
- Sector-specific benchmarking of listed companies
Hands-on exercise:
- Case study: US apparel industry and metrics analysis
- Communication skills for deal closures
- Presentation skills for pitching
- Leadership skills to steer the mandate
- Power dressing for impact
- Why do ethics matter?
- Professional conduct
- Approach to ethical decision making
- Relative and live valuation of listed companies
Cancellation and refund policy
The refund policy in case of withdrawal of nomination would work as follows:-
- A refund of 50% of the fee would be provided for cancellation requests received up to five working days before the training start date
- Participants who cancel in less than five working days, or there is no show on the training date are liable to pay the full course fee and would not be entitled to refunds.
Cancellations must be made via emails only. However desirous participants can be accommodated in the future batches of programme, without paying anything extra. It is requested that willingness to attend any future programme should be communicated at the earliest convenience.
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