Investment Banking Advanced Professional Certificate
Investment Banking Advanced Professional Certificate is a comprehensive 80-hour curriculum that covers essential technical skills and advanced concepts required for a successful investment banking and corporate finance career. By integrating the latest industry trends and best practices, the program equips professionals with the expertise needed to navigate the complexities of the modern financial landscape.
The IB Advanced PC covers a deep-dive understanding of the financial modeling, covering advanced Excel skills, techniques like Economic Value Added (EVA) and multiples-based analysis, as well as specialized topics like Mergers and Acquisitions (M&A) and Leveraged Buyout (LBO) modeling. Upon completing the IB Advanced PC curriculum, students will are eligible to the CIBA Level 2 exam (bought seperatly) to demonstrate their advanced mastery of investment banking and corporate finance.
The IB Advanced PC includes 15 courses, divided into the following 5 sections:
Section 1: ADVANCED FINANCIAL ACCOUNTING (Self-paced)
Section 2: ADVANCED CREDIT AND CREDIT RISK ANALYSIS (Self-paced)
Section 3: ADVANCED CORPORATE FINANCE AND VALUATION METHODS (Self-paced)
Section 4: ADVANCEDMERGERS & ACQUISITIONS (Self-paced)
Section 5: FINANCIAL MODELING (In-person or Virtual-live)
Course 1: Reporting Use of Firm Resources and Taxation (7-hrs)
- Module 1: Inventory
- Module 2: Long-Lived Assets and Depreciation
Course 2: Reporting Liabilities, Owners’ Capital and Cashflow (6-hrs)
- Module 1: Liabilities and Interest
- Module 2: Equity
- Module 3: Financial Statement Analysis
- Module 4: Free Cash Flow
Course 3: Reporting Investments, Pensions, and Financial Statement Analysis (7-hrs)
- Module 1: Accounting for Investments
- Module 2: Pension Accounting, Stock Options
- Module 3: Taxes and Depreciation
- Module 4: Deferred Taxes
Course 4: Ratios and Credit Statistics (7-hrs)
- Module 1: Financial Ratios, Metrics, and Analysis
- Module 2: Off-Balance-Sheet Risks
- Module 3: Organization Structures
- Module 4: Management
- Module 5: Recap
Course 5: Cash Flow and Historical Analysis (6.5-hrs)
- Module 1: Cash Flow Analysis
- Module 2: Project Finance
- Module 3: Financial Hedges
- Module 4: Case Studies
Course 6: Risk Assessment and Forecasting (5.5-hrs)
- Module 1: Financial Warning Signs
- Module 2: Forecasting and Projections
- Module 3: Capital Structure
- Module 4: Debt Capacity
Course 7: Cost of Capital (8-hrs)
- Module 1: Factors Influencing the Cost of Capital
- Module 2: Cost of Debt Capital
- Module 3: Cost of Convertible Debt
- Module 4: Cost of Equity
- Module 5: Implications of Cost for Corporates
Course 8: Discounted Cash Flow & Other Valuation Methodologies (7-hrs)
- Module 1: Overview of DCF Methodologies
- Module 2: Elements of Cash Flow Projections
- Module 3: Discounted Cash Flow Analyses
- Module 4: Alternate Valuation Methodologies
- Module 5: Relative Valuation Techniques
Course 9: Free Cash Flow Modeling (8-hrs)
- Module 1: Introduction to Free Cash Flow
- Module 2: Components of Free Cash Flow
- Module 3: Cost of Capital
- Module 4: Capital Budgeting Using FCF
- Module 5: Modified Free Cash Flow
- Module 6: Evaluating Acquisition Opportunities
Course 10: Structuring the Deal (8-hrs)
- Module 1: Integration of Acquisitions
- Module 2: Implementation Issues
- Module 3: Legal Structures
- Module 4: Triangular Mergers
- Module 5: Tax Considerations
- Module 6: Tax-Free Deals
- Module 7: Accounting Notes
- Module 8: Consideration
- Module 9: Advanced Structuring
Course 11: Advanced Excel for Financial Modeling (6-hrs)
- Module 1: Introduction
- Module 2: Review of Fundamentals
- Module 3: Excel Materials
- Module 4: Modeling Rules of Thumb & Valuation
Course 12: Financial Modeling (6-hrs)
- Module 1: EVA / Accrual Valuations
- Module 2: Multiples Valuations
- Module 3: Pro Forma Exclusions
- Module 4: Balance Sheet Valuations
Course 13: Modeling for Valuation (6-hrs)
- Module 1: Modeling Process & Formatting
- Module 2: Modeling Step by Step
- Module 3: DCF and APV
- Module 4: Sensitivity Analyses and Scenarios
Course 14: Special Valuation Issues (6-hrs)
- Module 1: High Growth, NOLs
- Module 2: M&A Common-Size Statements & Contribution Analyses
- Module 3: Structure-Based Financial Modeling
- Module 4: Bottom-Up Modeling
Course 15: Advanced Modeling Cases (6-hrs)
- Module 1: Acquisition Modeling
- Module 2: Leveraged Buyouts (LBOs)