The world of finance is dynamic, complex, and interconnected, with investment banking at its core. Whether facilitating large mergers, structuring capital-raising initiatives, or conducting sophisticated valuation analysis, investment banks serve as crucial intermediaries between corporations, governments, and investors. For professionals seeking to understand and participate in this sector, mastering the Fundamentals of Investment Banking is essential.
The Fundamentals of Investment Banking (OTC) course provides a comprehensive foundation in how the industry functions, how value is created through transactions, and how analytical tools such as DCF (Discounted Cash Flow), comparables analysis, and financial modeling are applied in real-world scenarios. This course emphasizes both theory and practice, preparing learners to engage with complex financial decisions in investment banks, corporate finance departments, or advisory roles.
By the end of this program, participants will be able to evaluate companies, model financial performance, and understand how transactions—from IPOs to mergers and acquisitions—shape the global economy.
Objectives
The Fundamentals of Investment Banking (OTC) course is designed to:
- Provide a complete introduction to investment banking, its history, and its role in financial markets.
- Teach valuation methods including DCF, comparables, and precedent transactions.
- Equip participants with practical financial modeling skills.
- Develop an understanding of capital raising mechanisms such as IPOs, debt issuance, and equity financing.
- Explore the mergers and acquisitions (M&A) process from deal sourcing to integration.
- Introduce participants to risk management and regulatory frameworks.
- Build participants’ confidence in applying knowledge to real-world case studies and simulations.
- Foster professional skills essential for careers in finance, investment banking, and advisory services.
Target Audience
This program is tailored for aspiring investment bankers, corporate finance professionals, consultants, advisors, entrepreneurs, business owners, policymakers, regulators, investors, analysts, and finance enthusiasts seeking a strong foundation in investment banking.
Course Modules
- Introduction to Investment Banking – Evolution, functions, types of banks, and their role in global markets.
- Valuation Techniques – DCF, comparables, precedent transactions, and limitations.
- Financial Modeling Skills – Building three-statement models, scenario analysis, Excel applications.
- Capital Raising and IPOs – Debt vs equity financing, underwriting, IPO process, regulatory environment.
- Mergers, Acquisitions, and Restructuring – M&A process, leveraged buyouts, post-merger integration, case studies.
- Risk Management and Future Trends – Market risks, regulations, ethics, compliance, fintech, AI, and ESG investing.
Practical Applications
Participants will conduct DCF valuations, perform comparables analysis, build financial models, simulate IPOs, role-play M&A negotiations, and review landmark transactions.
Why This Course Matters
This course equips professionals with tools used daily in investment banking. Organizations benefit from stronger strategies, and individuals gain a career edge with practical, applicable skills.
The Fundamentals of Investment Banking (OTC) course is a comprehensive, practice-oriented program covering valuation, financial modeling, capital raising, IPOs, and M&A. With theory, case studies, and hands-on exercises, participants gain confidence and technical expertise to succeed in global finance.