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Diploma in Corporate Finance and Investment Banking
Duration - 6 Month, 8-10 hours/week
Course fee: - INR 63000
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.
Key Highlights
No Technical Background Required: Our course is designed for individuals with varying levels of technical knowledge, ensuring everyone can participate and learn effectively.
Expert-Led Training: You will be trained by experts in the field who bring real-world experience and insights to the learning process.
Freelance Guidance: Learn how to navigate the freelance market, understand its dynamics, and position yourself effectively as a freelancer.
Job Guidance: Receive support and guidance on job opportunities, including resume building, interview preparation, and industry connections.
Real-Life Based Case Studies: Explore real-life scenarios and market studies to apply theoretical knowledge to practical situations, preparing you for real-world challenges.
Weekly Assignments: Regular assignments to reinforce learning and ensure continuous improvement throughout the course.
Doubt Clearing Assistance: Access to support for clearing doubts and addressing any questions that arise during your learning journey.
Who should take this course?
- Commerce, accounting, finance, economics students and graduates looking to prepare for high-paying jobs in India - you don’t need to have a CFA, MBA, or any other degree to get started with a career in corporate finance or investment banking
- Graduates or experienced professionals who are stuck in low-paying jobs and face slow growth and want to move to high-paying jobs
- CAs/CMAs/CS who want to access careers in investment banking and corporate finance with NBFCs, banks, large companies, Big Four and management consulting firms
- If you want to do highly paid remote work assignments around financial modelling, budgeting, projects, etc. around startup funding for US, UK, UAE, Canada, Singapore, Dubai, Australian and European clients that pay much more than domestic jobs
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.
Training Methodology
Live Online Classes
Based on the exercises, there will be a live video-based online class. You can ask questions, share your screen, get personal feedback in this class.
Convenient Class timings
Classes are held after regular work hours. Typically classes are kept on Sunday afternoon or 8-9 pm on other days.
Take-home assignments
Every session will have a take home assignment to apply and practice learnings in context of your work
Feedback Sessions
Additional weekly follow-up session for feedback on improving your prompts. You can ask questions, get your doubt cleared live as well as through online forums
Learning objectives of this course
- Learn how to analyse financial statements of companies using various techniques such as:
- Vertical analysis
- Horizontal analysis
- Trend analysis
- Ratio analysis
- Gain knowledge of Initial Public Offers (IPOs) and Follow-on Public Offers (FPOs) including:
- The process and procedures involved in IPOs and FPOs
- Valuation methods used in determining IPO prices
- Analysis of IPOs
- Learn to create a compelling pitch deck involved in fundraising, startup pitching, or business development.
- Understand different types of depository receipts:
- American Depository Receipts (ADR)
- Global Depositary Receipts (GDR)
- Indian Depository Receipts (IDR)
- Their roles in international capital markets
- Explore the derivative market and its instruments:
- Hedging strategies using futures, options, and forward contracts
- Risk management techniques in derivative markets
- Learn about financial planning across different contexts:
- Importance of financial planning at different life stages
- Economic life cycle and its impact on financial planning
- Role of financial advisory services in personalized financial planning
- Gain insights into equity and debt markets:
- Functions and characteristics of equity and debt markets
- Valuation methods for equities and bonds
- Study the process of mergers and acquisitions (M&A):
- Valuation techniques for target companies
- Regulatory compliance in M&A transactions
- Synergy operations and post-merger integration
- Understand capital budgeting and project analysis:
- Methods for evaluating projects such as NPV, Pay-Back Period, PI, MIRR, and APV
- Decision-making criteria for project acceptance, rejection, or continuation
- Learn the fundamentals of equity research analysis:
- Techniques for analyzing companies and industries
- Formulating investment recommendations based on analysis
- Develop skills in individual risk management:
- Analyzing individual risk profiles
- Creating personalized risk management reports
- Master international financial management:
- Preparation and analysis of international budgets
- Managing currency risk and other challenges in global financial operations
- Build advanced financial models using Excel:
- Constructing models such as DCF, Scenario Analysis, Sensitivity Analysis, Waterfall Model, and LBO Model
- Leveraging AI tools in Excel for enhanced financial modeling capabilities
Who will be your potential employers or clients
A person with skills in finance can find job opportunities in a wide range of industries. Here are some key sectors where financial expertise is highly valued:
- Banking and Financial Services: This includes commercial banks, investment banks, credit unions, insurance companies, and brokerage firms. Roles can range from financial analysts to investment bankers to loan officers.
- Corporate Finance: Almost every company requires financial professionals to manage budgets, forecasts, financial reporting, and strategic financial planning. This includes roles like financial controllers, financial analysts, and treasury managers.
- Consulting: Management consulting firms often hire financial experts to provide advice on financial strategy, mergers and acquisitions, risk management,IPOs/FPOs analysis and operational improvement.
- Investment Management: Asset management firms and hedge funds hire finance professionals to manage investments, conduct research, and execute trades. Typical roles include portfolio managers, investment analysts, and traders.
- Real Estate: Real estate companies, property management firms, and real estate investment trusts (REITs) need finance professionals to manage investments, analyze property values, and handle financing.
- Government and Nonprofit Organizations: Governments at all levels (federal, state, local) and nonprofit organizations require financial expertise for budgeting, financial management, and compliance.
- Technology and Startups:The tech industry is known for rapid growth, mergers, and acquisitions. Investment bankers in this sector advise on financing strategies, IPOs (Initial Public Offerings), and acquisitions of tech companies.
- MultiNational Companies:Many tech companies and startups need financial professionals to manage funding rounds, financial modeling, and strategic financial planning.
- Healthcare: Hospitals, pharmaceutical companies, and healthcare providers require financial expertise for budgeting, financial analysis, and compliance with healthcare regulations.
- Manufacturing and Consumer Goods: These industries need financial professionals to manage costs, pricing strategies, supply chain financing, and capital investments.
- Private Equity & Venture Capital Firm : Open for sourcing investment opportunities, conducting due diligence, and structuring transactions to maximise returns and strategic outcomes. They leverage financial expertise and market knowledge to facilitate capital raising, acquisitions, and exits for portfolio companies.
What is unique about this course?
- Real Case Studies Led by Experts:
- Hands-On Learning: Gain practical insights through real-world case studies led by industry experts. These studies simulate actual scenarios, providing valuable experience in problem-solving and decision-making in finance and investment banking.
- Industry Insights: Learn from professionals who share their experiences, challenges, and successful strategies, offering a practical perspective that goes beyond theoretical concepts.
- Assistance in Finding Freelance Opportunities:
- Entrepreneurial Skills: Receive guidance on leveraging finance skills for freelance or consulting opportunities. Explore avenues in financial advisory, financial modeling, or strategic financial planning.
- Networking Opportunities: Connect with professionals and platforms that facilitate freelance work in finance. Learn how to market services, set rates, and manage client relationships effectively.
- Job Search Support and Client Base Expansion:
- Career Development Workshops: Access workshops on resume building, interview preparation, and networking strategies tailored to the finance industry.
- Job Placement Assistance: Receive guidance on job search techniques, including leveraging industry connections, job boards, and recruitment agencies.
- Client Acquisition Strategies: Learn how to identify and approach potential clients, pitch services effectively, and build a sustainable client base in finance and investment sectors.
- Practical Skill Enhancement:
- Practical Skill Development: Enhance practical skills in financial analysis, valuation, and risk management through interactive exercises and real-time simulations.
- Feedback and Mentoring: Receive personalized feedback and mentorship from instructors and industry professionals to refine skills and improve performance.
- Industry-Relevant Certifications:
- Certification Opportunities: Explore opportunities to earn industry-recognized certifications that enhance credibility and marketability in finance and investment banking sectors.
Online Faculty
Mehul Mehta,
CA, Director - Commercial and Compliance Knight Frank (India) Private Limited, a leading international property consulting company. He has 25 years of experience in finance, compliance, commercial contracting and corporate legal matters, ex-Commercial Head for Australia, Africa, Jordan and Europe for Sterling and Wilson, a multinational EPC Contracting Company. He has also authored a book on startup fundraising and another one on EPC industry
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
Standard
₹ 63000
incl. of all charges
Printed study material (by courier)
2 practical exercises/ Drafting exercises per week (24 weeks)
1-2 online live classes/week
Get digital access to entire study material
Access on LMS, Android & iOS app
Instructor feedback on assignments
Doubt clearing on LMS & classes
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
Internship & job support
Interview preparation support
Freelancing support
Access to updated content online for 3 years
Doubt clearing within 24 hours
Top performers are recommended for jobs and client opportunities
