Name: Corporate Finance and Investment Banking
Price: 63000 INR
Availability: PreOrder

Who should take this course?

Finance Students & Graduates: No advanced degree needed to pursue careers in corporate finance or investment banking.
Career Advancers: For those in low-paying jobs aiming for higher salaries in finance.
Certified Professionals: Ideal for CAs, CMAs, and CSs targeting roles in investment banking and corporate finance.
Remote Job Seekers: Great for those seeking lucrative remote finance work with international clients.

Money-back guarantee

If you take this course, follow it diligently for a month, do all the exercises but still do not find value in it, or not able to understand or follow it or not find it good for any reason, we will refund the entire course fee to you. It is a 100% money-back guarantee with only one condition, you must pursue it properly for a month. If you don’t find it valuable after that, get your entire money back.

View Refund Policy

Training Methodology

Live Online Classes

Interactive sessions with screen sharing and personal feedback.

Flexible Timing

Classes after work hours, mainly Sundays or evenings.

Practical Assignments

Apply learnings with relevant take-home tasks.

Feedback Sessions

Weekly opportunities for feedback and live question support.

Certification

Certificate cobranded by Skill India + NSDC

This course is recognized by the National Skill Development Corporation, a PPP under the Ministry of Skill Development and Entrepreneurship of the Government of India.

You will receive a certificate cobranded by NSDC and Skill India on successful completion. This is how the certificate from NSDC and Skill India will look as per the current applicable format (may change as per the approval authorities):

Sample Certificate

Learning objectives of this course

Financial Analysis: Master key techniques such as vertical, horizontal, trend, and ratio analysis for assessing company statements.
IPOs and FPOs: Dive into the mechanics and valuation of public offerings.
Pitch Creation & Financial Planning: Learn to develop pitch decks and understand comprehensive financial planning across life stages.
Markets and Derivatives: Explore equity, debt, and derivative markets, including instruments and risk management.
Mergers & Acquisitions and Capital Budgeting: Gain insights into M&A processes and project evaluation methods like NPV and MIRR.
Equity Research & Financial Modeling: Acquire skills to analyze stocks, build financial models, and make informed investment decisions.

Who will be your potential employers or clients

Banking and Financial Services: Financial analysts, investment bankers, loan officers in various financial institutions.
Corporate and Consulting Finance: Roles in financial management, strategy, and mergers and acquisitions consulting.
Investment Management and Private Equity: Jobs in asset management, hedge funds, and venture capital for portfolio oversight and deal structuring.
Real Estate and Healthcare: Financial positions in investment, budgeting, and compliance within real estate and healthcare sectors.
Government, Nonprofits, and Technology: Financial roles in budget management and strategic planning across public, nonprofit, and tech sectors.
Manufacturing and Consumer Goods: Positions focused on cost management, pricing, and supply chain financing.

What is unique about this course?

Expert-Led Case Studies: Tackle finance and investment banking scenarios through case studies conducted by industry experts.
Professional Insights and Skills: Learn practical strategies and freelance skills directly from seasoned finance professionals.
Networking and Career Support: Access targeted workshops for resume building and interview preparation, and connect with a network of finance professionals.
Practical Skill Enhancement: Improve in financial analysis, risk management, and valuation with interactive exercises and real-time feedback.
Certification Opportunities: Earn industry-recognized certifications to enhance your credibility in the finance sector.

Online Faculty

CA AMIT BAJAJ

A seasoned finance professional with 23+ years of experience across banking, academia, and corporate consulting. A first-attempt Chartered Accountant, he has worked with leading institutions like ICICI Bank, Axis Bank, Yes Bank, and Saraswat Bank, and has taught at COEP Technological University, D.Y. Patil University, and MNLU. His core strengths include credit risk, financial analysis, internal controls, compliance, and project finance. He currently trains professionals at LawSikho in US GAAP,

Mumuksha

With degrees in B.Com, LLB, and LLM, and brings over 5 years of experience in finance, taxation, and international taxation. I have worked on complex cases involving companies such as BMW, Coursera, Telstra Singapore, and Telstra India. My work includes financial statement analysis, advisory, compliance, and strategic planning, with a focus on simplifying financial data for decision-making. I’m passionate about mentoring students and professionals entering the finance and legal domain.

Note: This is an indicative list of our guest faculty members and not an exhaustive list. We may change the faculty members at any point based on availability.

Syllabus

PLAYERS IN CORPORATE FINANCE MARKET AND THEIR ROLE

Accounting firms/Public Accounting Firms Corporations Investment banks Institutions: MFs, PE, pension funds, VC, Seed/angel funds, etc. Investors Buy-side vs. sell-side players Primary market vs. secondary market

OVERVIEW OF CAREERS AND WORK IN CORPORATE FINANCE

Accounting Firms

Due diligence,
Transaction Advisory,
Valuations

Working at banks

Commercial banking
Investment Banking
Equity Research
Sales & Trading

Working at corporates

FP&A,
Treasury,
Investor Relations
Corporate Development

Working at institutions

Private equity
Portfolio Management
Research

KEY COMPONENTS OF CORPORATE FINANCE AND COMMERCIAL MOTIVES

Capital investment Capital financing Dividends and return on capital

COMMON TYPES OF FINANCING TRANSACTIONS

IPO, including SME IPO FPO Private Placement Leveraged Buyout Divestitures M&A

TYPES OF CAPITAL INVESTMENTS AND VALUATION TECHNIQUES AND TERMINOLOGY

Time value of money Net Present Value and how to calculate it Internal Rate of Return and how to calculate it Terminal value of cash flows Exit multiple method Enterprise value and equity value Payback period Profitability index Practice assignments

STEPS INVOLVED IN AN M&A TRANSACTION

Difference in the motives of strategic buyers vs. financial buyers Acquisition strategy, Acquisition criteria Searching for the target, approaching the target Data and detailed valuation Negotiation Due diligence Deal documentation - SSAs, SHAs, and SPAs Financing of the acquisition - equity, debt, combination Deal compliance: corporate law, foreign exchange regulations, tax, SEBI regulations, stock exchange norms, etc. Deal closing Integration Competitive bidding in M&A transactions Hostile vs. friendly M&A

KEY LEGAL RULES AROUND M&A

Antitrust: How the Competition Act governs M&A procedure Rules on Acquisition financing and leverage from banks and NBFCs SEBI’s Takeover Code for public company M&A RBI’s regulations on how much equity can be held by banks and NBFCs in a company

VALUATION FOR M&A

Criteria for standalone valuation of the target

Sales growth
EBIT margins
Operating tax
Working capital requirements
Capital expenditures

How value synergies are identified

Increase in product mix, improvement in the value chain
Efficiencies of scale in terms of investment and distribution, reduction of overheads
Acquisition of vendor relationships, UP
Tax efficiencies, set-off of tax losses

EXITS FOR PRIVATE EQUITY

Total and partial exits Strategic sale Private placement Corporate Restructuring Basic legal terms and rules to communicate with lawyers

UNDERSTANDING RELATIVE PRIORITY OF DEBT AND EQUITY

Secured and unsecured debt Senior debt Subordinated debt Shareholder loans Preference shares Equity What kinds of documentation is needed to create a senior and subordinated debt structure Waterfall in the event of a bankruptcy

EQUITY VS. DEBT FINANCING

How to calculate the cost of equity vs. debt Which one is cheaper and what is the optimal structure for a company Risks of high debt Rate of return in comparison to equity Weighted average cost of capital and how it changes Typical financial performance metrics and covenants in loan agreements Corporate funding lifecycle through the different stages of business from launch to maturity

TYPES OF DEBT

ODs Revolving loans Term loans Mezzanine debt, equity warrants, debt with warrants, convertible preference shares and debentures Best practices to identify how much debt is healthy Amount of equity funding, and other ratios How credit ratings agencies function and grade debt

UNDERWRITING WITH RESPECT TO PUBLIC FINANCINGS

Hard and soft underwriting Advisory services provided by underwriters Book building process and how it works Roadshows Pricing of the issue Full-value and IPO discount Indian legal framework for issue of capital and debt and how it relates to corporate finance

UNDERSTANDING DIVIDENDS/RETURN ON CAPITAL

Cost of capital vs. internal rate of return and what that tells us What are retained earnings Options to deal with excess cash Buybacks and when they should be undertaken When to pay cash dividend When to reinvest cash

WORKING CAPITAL MANAGEMENT FOR WORKING IN CORPORATIONS

Accounts receivable management - credit policy, credit analysis, collection management Inventory management and control, just-in-time inventory management Accounts payable management, supplier credit, payment terms, cash discounts Cash management: Forecasting, cash budgets, cash conversion cycle Short term financing and routes: trade credits, bank loans, commercial paper, etc. Important working capital ratios: current ratio, quick ratio, inventory turnover, and accounts receivable turnover.

CASH FLOW ANALYSIS

Operating Cash Flow Investing Cash flow Financing cash flow Important cash flow metrics

CAPITAL BUDGETING PROCESS:

Project identification and screening, Project evaluation, Project selection, Project implementation, Project monitoring and control Risk Analysis: Sensitivity analysis and scenario analysis

FINANCIAL MODELLING

How to model financial statements in Excel: income statement, balance sheet and cash flow statement for sales, revenue, expenses or profits Important Excel formula for financial modelling work Formatting spreadsheets Valuation modelling - DCF, comparable company analysis, precedent analysis

Course Plan

Above prices are inclusive of all applicable taxes and charges.

Standard

RS. 63000 incl. of all charges

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-1 online live class/ week

-2 practical or drafting exercises per week

-Get digital access to entire study material

Hardcopy study materials- available on additional charges.

-Access on LMS, Android & iOS app

-Instructor feedback on assignments

-Unlimited doubt clearing sessions.

-Instructor led course with online live classes

-Online exams (give exams as per your convenience on given time slots)

-Certificate (by courier)

-CV enhancement

-Coaching for professional networking

-Training for writing and publishing articles

-Internship & Job Support

-Interview preparation guidance

-Access to updated content online for 3 years

-Top students are recommended to law firms and companies (as applicable)