Investment Banking Analyst Program Prep Guide - www.

edu

Thank you for trusting Corporate Bridge Training Program to help you reach your goals. In this Prep Guide, you will find information about the course structure as well as the online resources includ
Total Number of Online Modules Online Downloadable PPTs / PDFs Online Excel Downloads (xls) Online Video Tutorials with Animation (hours) Test & Assessments (online and offline) Recommended Study Hours

S. No

Modules Name

M1

Overview

M2

Basic Financial Concepts

M3

Analysts Advanced Excel Tools

M4

VBA's and Macros

M5

Accounting for Equity Analysts

M6

Economics and Indicators Analysis

M7

Quantitative analysis

M8

Corporate Finance

M9

Nuts & Bolts of Equity Valuation Techniques

M10

Comprehensive Financial Modeling for Analysts

M11

IPOs - Initial Public Offer

M12

M&A - Mergers & Acquisitions

M13

Pitch Book Preparation

M14 M15

Investment Banking & Finance Interview Preparation CB Certification Test

Note (1) Downloadable PPTs / PDFs - These are presentations / reports used for explaining a concept. These presen (2) Excel Downloads - These are excel sheets / model templates with solutions and without solutions used to ex (3) Video Tutorials - These are animated video tutorials to enchance your learning. You can view these video tu (4) Tests & Assignments - These are designed to check your fundamentals on achieving regular milestones. Mo (5) Recommended Hours - Recommended hours represents Corporate Bridge assessment of the number of hou

About us - Corporate Bridge We, at Corporate Bridge provide real-world, hands-on, applied financial Online eLearnings for Corporates, Unive With expertise from top notch firms like JP Morgan, CLSA India, Morgan Stanley, Goldman Sachs etc and with a Academic learning and real industry. We have been partnering with students from some of the top notch institutio Contact Information B-104, Mangalaya, Off Marol Maroshi Road, Behind Sangeet Palza, Andheri (E), Mumbai 400 059 Email - info@educorporatebridge.com Telephone - +91 (22) 3222 5058; +91 92232 33659 To know more about other training programs, please visit www.educorporatebridge.com

yst Program Prep Guide - www.educorporatebridge.com

ing Program to help you reach your goals. bout the course structure as well as the online resources includes with this course and how you can best use Corporate Bridge Tra
15 137 163 67 30 271 Downloadable PPTs / PDFs (1) NA

Details This overview provides with with the basic introduction to Financial Research. It also demonstrates how to navigate Corporate Bridge Equity Research Course and how this course will be beneficial for becoming a successful research analyst Basic Financial Concepts is a basic module which will help people from nonfinance background like engineering or science graduates to get familiar with basic accounting and finance concepts and will help people from finance background to clear and revise their basic concepts which are useful in Equity Research. In your career as a finance professional, you would be using Excel day and night. So you should be very comfortable with using excel, not only that you should know the advanced techniques and shortcuts, which would save a lot of your time. Apart from that you should know various charts and graph functions which will not only help you visualize your inputs but will also make your pitch book look more attractive. Financial Analysts deals with lot of databases and excel functions and graphs. Many of these functions are complex and repetitive. In order to save time to regularly update their analysis worksheets, analysts write lot of Macros using simple as well as VBA coding to automate their worksheets and save time. This module provides you with the basic introduction to VBAs and Macros and how you can use these as a Research Analyst

26

NA

This sub module would be covering the fundamentals of macroeconomics. The purpose of this course is to give students a thorough understanding of the principles of economics that apply to an economic system as a whole. Such a course places particular emphasis on the study of national income and price-level determination and also develops students familiarity with economic performance measures, the financial sector, stabilization policies, economic growth and international economics. This module is very important from the perspective of understanding the external environment that affects the company analysis. For example exchange rates, commodity prices, GDP growth rates, interest rates, IIP Numbers, Non-farm Payroll data etc. This module provides an overview of business mathematics and associated functions used for Equity Research. This module is primarily helpful for students who come from the Non-quantitative background Corporate Finance allows you to value a project, based on the time value of money. In essence, you are discounting the value of future cash flows to determine if the value today makes the project worthwhile. This emphasizes the value of the concepts of corporate finance in Equity analysis, especially in DCF Valuation technique where we need to discount the future cash flows to determine the present worth of the company. Here the main concepts you would be learning are NPV, IRR etc. We will be using these formulas in DCF Valuation. Equity Valuation is the process of estimating the potential market value of a financial asset or liability. Valuations are required in many contexts including investment analysis, capital budgeting, merger and acquisition transactions, financial reporting, taxable events to determine the proper tax liability, and in litigation. We will do valuations using two methods (a) Intrinsic Valuation Method (DCF) which means primarily determines the value by estimating the expected future earnings from owning the asset discounted to their present value (b) Relative value models determine the value based on the market prices of similar assets. Financial Modeling includes professionally forecasting future financial statements like Income Statements, Balance Sheets & Cash Flows. Firstly we apply financial modeling forecasting techniques on a hypothetically built-up case. Thereafter we will apply the same methodology on a LIVE COMPANY such as Asian Paints, Sun Pharma & Dr. Reddys for analysis. Investment Bankers help raise companies raise funds from secondary markets. Hence, they should be aware of IPO Procedures and processes. In this module, we cover the IPO basics, IPO regulatory aspects as well as LIVE applications of IPO modeling

34

NA

21

NA

25

Investment Bankers are primarily involved as advisory functions for Valuations, regulatory frameworks, initiations etc. Our module on M&A focuses more on M&A Process, Cash flow available for strategic purposes, Cash and stock mix for deal financing and Accretion/ dilution analysis. LIVE Merger Model Parkway acquisition of Apollo Hospital Pitch books are developed and presented to a potential client to win an engagement. As a future investment banker, be ready to spend countless hours developing pitch books, especially if you are in an industry group. Components of a pitch book may include: Market or Industry Overview & Overview of Potential Client. Live Case Study - Bayer & Solvay These videos help students understand the nuances of Investement Banking Careers, industry structure and various job openings Students take this test after the completion of the full course. This test is multiple choice Investment Banking certification test. Please attempt this test only after fully understanding all IB modules Total

11

12

NA NA 137

presentations / reports used for explaining a concept. These presentations can be readily downloaded using "right click" -> Save As s / model templates with solutions and without solutions used to explain the concepts. These excel sheets get downloaded directly to your ch eo tutorials to enchance your learning. You can view these video tutorials and simulatneously practice the concept along with the animated d to check your fundamentals on achieving regular milestones. Most practice tests are online tests which will provide you with immediate a ours represents Corporate Bridge assessment of the number of hours taken to complete this course by an average student. However, student

nds-on, applied financial Online eLearnings for Corporates, Universities & Students with practical, job-oriented, industry recognized eLear rgan, CLSA India, Morgan Stanley, Goldman Sachs etc and with a background of IIT-IIM, we always put continuous effort to design eLear been partnering with students from some of the top notch institutions like IIMC, IIML, IIMI, NMIMS, NITIE, SIMS etc. and have provided

ehind Sangeet Palza, Andheri (E), Mumbai 400 059

ms, please visit www.educorporatebridge.com

u can best use Corporate Bridge Training materials.

Excel Downloads (2) NA

Video Tutorials Tests & (mins) (3) Assignments (4) 123 NA

Recommended Study Hours (5) 2

46.06

79

307.92

30

117.28

NA

15

19

524.23

30

19

269.98

NA

103.77

NA

134.06

NA

16

153.62

20

640

70

720

NA

30

360

10

25

480

NA

20

NA

62.23 NA

NA 1 30

10 NA 271

163

4042.15

using "right click" -> Save As eets get downloaded directly to your chosen folder. e the concept along with the animated tutor. hich will provide you with immediate assessments and weak areas. However, some test are to be taken offline and you can check with the so an average student. However, students with background in Accounting, valuations and Excel maybe able to complete the course relatively

ob-oriented, industry recognized eLearnings and skills. s put continuous effort to design eLearning products in Finance that bridge the gap between , NITIE, SIMS etc. and have provided them with our eLearning Products.

you can check with the solutions provided plete the course relatively faster.