Investment Banking Professional Certificate
The Investment Banking Professional Certification (IB PC) is an integral part of the Chartered Investment Banking Analyst (CIBA™) designation, offered by the New York Institute of Finance (NYIF).
This 75-hour, self-paced, on-demand program, developed by seasoned Wall Street professionals, is tailored for early-career professionals, recent graduates, or career switchers with strong analytical or quantitative skills seeking to build a career in investment banking or related financial fields.
You will engage with 13 courses covering financial accounting, credit risk analysis, corporate finance, valuation, financial markets, and mergers & acquisitions. Through structured case studies, exercises, and quizzes, you will develop proficiency in financial statement analysis, credit risk assessment, discounted cash flow (DCF) valuation, and M&A strategies, including pricing and financing, preparing you for the CIBA Level 1 exam.
Upon completion of the IBPC Program:
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Receive the Investment Banking Professional Certificate (IBPC).
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Qualify to take the CIBA Level 1 exam, a step toward earning the full CIBA designation.
- Investment Banking Advanced Professional Certificate
Download IBPC CIBA-1 Brochure (PDF)
Course 1: Essential Career Skills for Investment Banking and Finance (5-hrs)
- Module 1: Financial Industry Overview
- Module 2: Career Skills
- Module 3: Career Tools
Course 1: Accounting System Structure and Information Management (6-hrs)
- Module 1: Accounting Concepts
- Module 2: Measuring Income
- Module 3: Accrual Accounting and Financial Statement Formats
Course 2: Reporting Firm Resources, Obligations and Performance (6-hrs)
- Module 1: Accrual Accounting and Financial Statement Format
- Module 2: Accounting for Sales
- Module 3: Cash Flow
Course 3: Credit Analysis (9-hrs)
- Module 1: Introduction to Risk Management and Credit Principles
- Module 2: Principles of Corporate and Project Finance
- Module 3: Credit Markets, Loan Defaults, and Expected Loss
- Module 4: Business, Industry, and Company Risk
- Module 5: Ratings Agencies and Financial Disclosure
- Module 6: Cases and Examples
Course 4: Fundamental of Financial Mathematics and Capital Budgeting (8-hours)
- Module 1: Determinants of Value
- Module 2: Foundations of Financial Mathematics: Time Value of Money
- Module 3: Capital Budgeting
Course 5: Fundamental of Financial Mathematics and Capital Budgeting (8-hours)
- Module 1: Introduction to Business Valuation
- Module 2: The Foundations of Free Cash Flows
- Module 3: The Weighted Average Cost of Capital
- Module 4: Terminal Value
- Module 5: The DCF Approach to Business Valuation
- Module 6: The Limitations of the DCF Approach
Course 6: Fundamentals of the Securities Industry (8-hrs)
- Module 1: Introduction to the Securities Industry
- Module 2: Introduction to Equity Securities
- Module 3: Introduction to Debt Securities
- Module 4: Trading Securities in the Secondary Markets
- Module 5: Processing Securities Transactions
Course 7: Equities and IPOs (7-hrs)
- Module 1: Common Stock
- Module 2: Preferred Stocks
- Module 3: Equity-Linked Issues
- Module 4: Indexes
Course 8: Fixed Income Securities (3-hrs)
- Module 1: Bonds and their Features
- Module 2: Fixed Income Markets
- Module 3: Bond Risks
Course 9: Derivatives Instruments (7-hrs)
- Module 1: Introduction to Derivatives
- Module 2: Futures and Forwards
- Module 3: Swaps
- Module 4: Options
Course 10: Hedge Funds and Private Equity (5-hrs)
- Module 1: Introduction to the Hedge Fund Industry
- Module 2: How a Hedge Fund Works
- Module 3: Hedge Fund Strategies
- Module 4: Issues for Hedge Fund Investors
- Module 5: Equity Investment Vehicles
Course 11: M&A Concepts and Theories: An Introduction (6-hrs)
- Lesson 1: Global M&A
- Lesson 2: Emerging Market M&A Issues
- Lesson 3: Buyer’s Viewpoint
- Lesson 4: Three Ways M&A Increases Value
- Lesson 5: Buy vs. Build, Synergy
- Lesson 1: Starting the Acquisition Process
- Lesson 2: Characteristics of Successful Deals
- Lesson 3: Discussion of Key Risks and Failed Deals
- Lesson 1: How much should the buyer pay?
- Lesson 2: Discuss the DCF and Public Companies
- Lesson 3: Harley Davidson: public companies
- Lesson 4: Comparable M&A and LBO’s
- Lesson 1: Emerging markets companies
- Lesson 2: Money-losing companies, erratic track records; Distressed/bankrupt companies
- Lesson 3: Industry Specific Multiples
- Lesson 4: Natural Resources
- Lesson 5: Speculative Hi-tech
- Lesson 6: Sum-of-parts
- Lesson 7: Free cash flow as an indicator
- Lesson 8: Valuing liquidity and control
- Lesson 1: M&A Financial Accounting: Overview
- Case Study – Apple – RIMM Model Discussion
- Lesson 2: Coming Up with Realistic Assumptions
Module 1: Introduction to the Securities Industry
Module 2: Finding a Deal
Module 3: Pricing the Deal
Module 4: Special Valuation Cases
Module 5: M&A Financial Accounting and Projections
Course 12: Mergers and Acquisitions (M&A): Advanced Concepts (6-hrs)
- Lesson 1: M&A Finance Sources
- Lesson 2: Debt
- Lesson 3: New Equity
- Lesson 4: Contingent Payment
- Lesson 1: The Seller’s Viewpoint
- Lesson 2: Using an Investment Bank
- Lesson 3: The Sale Process
- Lesson 1: First Offer
- Lesson 2: Disclosure of Acquisitions
- Lesson 3: Hostile Takeover Defenses
- Lesson 4: Private Equity
- Lesson 1: Review M&A Sale Process
- Lesson 2: Where Do Legal Agreements Fit In
- Lesson 3: Corporate Documents
- Lesson 4: IB Engagement Letter
- Lesson 1: Confidentiality Agreement (CA): Non-Disclosure Agreement (NDA)
- Lesson 2: Term Sheet
- Lesson 3: Letter of Intent
- Lesson 4: Definitive Agreements
Module 1: Financing the Deal
Module 2: Seller’s Viewpoint
Module 3: Other Areas of Interest
Module 4: Review and Documents
Module 5: Documents