What prerequisites are required for this course?

Typically, a foundational understanding of finance, accounting, and economics is expected. Some courses might require professional experience in finance or related fields, or a relevant undergraduate degree.

What key skills and knowledge will I gain from this course?

Participants can expect to gain advanced skills in financial modeling, valuation, deal structuring, market analysis, and regulatory compliance. Additionally, the course aims to enhance soft skills such as client communication, negotiation, and project management.

How does this course prepare me for a career in investment banking?

The course provides both theoretical knowledge and practical skills through case studies, simulations, and sometimes real-world project work, preparing participants for roles such as investment banking analyst, associate, and beyond.

What distinguishes the Advanced Investment Banking Course from introductory or intermediate finance courses?

The advanced course delves deeper into complex deal structures, sophisticated financial modeling techniques, and the nuances of high-level transactions in the investment banking industry, surpassing the foundational knowledge covered in introductory or intermediate courses.

What types of advanced valuation techniques will I learn?

Participants will learn a variety of advanced valuation techniques, including but not limited to, leveraged buyout (LBO) analysis, mergers and acquisitions (M&A) modeling, distressed securities valuation, and complex derivatives pricing.

Are there networking opportunities with professionals in the investment banking industry as part of the course?

Yes, many courses offer networking events, guest lectures from industry professionals, and alumni networks to help participants build connections within the investment banking sector.

Advanced Investment Banking Professional Course

Q: Who is the Advanced Investment Banking Professional Course designed for?

This course is designed for individuals seeking to deepen their knowledge and skills in investment banking, including finance professionals, business school graduates, corporate finance executives, and those looking to transition into investment banking from other fields.

Module 1: Brief introduction to treasury
- Front office
- Mid office
- Back office
Module 2: Finance Market
- Overview of Investment Banking
- Cash Equities and Fixed Income
- Foreign Exchange and Money markets
- Derivatives markets
Module 3: Secondary Market Operations
- Players in secondary market
- Stages of secondary market trading
- Transactions/order type
- Market order
- Limit order
- GFD / GTC order
- Fill or kill order; Immediate or cancel
- order and All or none order
- Stop order
- Pre-market order
- Marketable limit order
- Directed order
- More order types mainly applicable to USA market
Module 4: National Market System and Regulations NMS
- Typical Market Order - Pre-NMS State
- What is NMS?
- Overview of Regulations NMS
- Order Routing Systems
- Smart Routing
- Algorithmic trading
Module 5: Trading centers
- Automated trading centers
- OTC market-makers
- Alternative trading systems
- Broker dealers
Module 6: Trade Life Cycle
- Pre-trade activities
- Front / mid / back office set up
- Risk management policy and limits
- Static data management
- Counterparty limit management
- Margin and collateral requirements
- Depository/custodian set-ups
- Trading books and techniques
- Order placement and order routing
- Trade cycle
- Trade Execution
- Front Office Trade Capture
- Back Office Trade Capture
- Trade Enrichment
- Trade Validation
- Trade Agreement
- Transaction Reporting
- Settlement Instructions
- Custodian
- Pre-value Date Settlement Statuses
- Trade Settlement
- Settlement Failure
- Reflecting Trade Settlement Internally
- Post-trade activities
- Trade values confirmation
- Pre-trade settlement status
- Handing trade settlement failures
- Trade accounting and Trade reconciliations
- Income collection and income accounting
- Corporate activities
- Securities borrowing and lending
Module 7: Risk Management
- Risk Management & Regulatory Environment
- Anti-Money Laundering & KYC
Module 8: Issues in market activities & regulations
- Market manipulation
- Market manipulation types
- Violations of market abuse
- Insider trading
Module 9: Regulations and regulatory reporting
- Basel Accords
- Dodd Frank Regulation
- The CHOICE Act
- MiFID
- European Securities and Markets Authority (ESMA)
- European Commission guidance
Module 10: SWIFT MT and SWIFT MX messages
- Introduction to SWIFT
- Introduction to ISO20022
Module 11: Applicable accounting standards / GAAPs
- International Financial Reporting Standards (IFRS)
- GAAP
- GAAP Compliance
Module 12: Derivatives
- Overview of derivatives
- Derivatives types
- Market mechanism: OTC and exchange traded
- Derivative related terminologies
- ISDA Master Agreement
- Clearing & Settlement
- Terminologies
- Settlement of Futures and Options

Know the complete offerings of our Advanced Investment Banking Professional Course