Certificate Program on Investment Banking


This course aims to provide real time knowledge and skills pertaining to Investment Banking; enabling participants in taking informed and effective decision in the areas of M & A, IPO’s, and Valuation etc. This course will provide an introduction and general understanding of investment banking activities and the mechanics and financial analysis required to value, negotiate and successfully close transactions.

  • Presentation and discussion
  • Excel exercises wherever required
  • Cases and examples
  • Day 1
    1. Introduction of Investment Banking
    2. Corporate Finance
    Capital Budgeting
    Time Value of Money
    NPV IRR Comparison
    Cost of Capital
    Working Capital Management

    Day 2
    2. Advantage Excel
    Learn about powerful inbuilt functions in excel that helps you to save time and work efficiently

    Day 3
    4. Financial Modelling (Company Example)
    Overview of financial modelling
    Best practices (in excel)
    Industry drivers, revenue build up
    Forecast expenses
    Working capital schedule
    Capex build up
    Depreciation & amortization schedule
    Equity and other schedules
    Debt and interest schedule
    Dealing with circular references
    Balancing the balance sheet
    Data tables
    Calculating implied price per share

    Day 4
    5. Corporate Valuation
    Introduction to Valuations
    Dividend Discount Model (DDM)
    Discounted Cash Flows (DCF)
    Relative Valuations - Enterprise Valuation & Equity Value
    Comparable Transaction (Acquisition) Analysis
    Sum of Parts
    Residual Income Method

    Day 5
    6. Mergers & Acquisitions
    Introduction to M&A
    M&A Overview – Global & India
    India's M&A Regulatory Environment
    Accounting Considerations in M&A
    Basic Merger Modelling
    Merger Modelling Application
    Advanced Merger Modelling for Professional I-Bankers
    M&A Case Studies

    Day 6
    7. Initial Public offering (IPO)
    Introduction to IPOs
    Book Building
    IPO - Role of Parties
    The Life Cycle Of An IPO Prospectus
    Price Discovery Process and IPO Allocation
    IPO Case Study
    Due Diligence in IPO
    IPO Grading
    Grey Market Premium
    IPO Index
    IPO Issue Cost Sheet

    Day 7
    8. Fund Raising Options
    FPO Process Overview
    Qualified Institutional Placement - QIP
    American Depository Receipts (ADR) & Global Depository Receipts (GDR)
    Rights Issue
    NCD and Warrant Overview
    Summary of Alternatives

    Day 8
    9. Pitch Book preparation
    Introduction to Pitch book
    Pitch Book: Share Price Graphs
    Pitch Book: Share Price Graphs - Price Volume Chart
    Pitch Book: Broker Summary
    Pitch Book: Company Profiles
    Pitch Book: Industry Analysis
    Investment Bank's Credentials
    Valuation Summaries
    Pitch Book Case Study

    The program is ideal for:

    Corporate Executives, Banks and Treasury Managers, Insurance Company executives, New/recently-appointed NOs, Internal auditors, financial crime and risk officers, Capital Market Intermediaries. Students and Investors.

    8 Full Days (Saturdays & Sundays)
    10.00 am to 5.30 pm

    Rs. 24,000.00 + Applicable Taxes per participant inclusive of tuition fees, reference material and (morning / evening) refreshments only.

    For further details regarding contents,
    E-mail: training@bseindia.com