There has been a surge in the Investment Banking Industry, due to healthy economic development and an increase in the number of businesses around the world. Expertise in Capital Markets has become a need for firms and Governments. As Investment Banking acts as an engine for Financial and Economic growth, having prowess in Investment banking is crucial. This article entails the fundamentals of this field and highlights some of the Best Certificate Courses in Investment Banking.
What is Investment Banking?
Investment Banking is part of an Investment Bank, that performs two main functions, Raising Capital to help Businesses, Institutions, and Governments, and providing Advisory services like Mergers and Acquisitions. Investment Bank is a financial institution that acts as a mediator between investors and corporations that require capital. Their job is to sell securities to the investors and bring money to the business. It is a critical and lengthy process that involves large transactions and risk management.
Basic Concepts of Investment Banking.
Investment Banking has 4 core areas of expertise, they are Capital Market, Advisory, Trading, and Asset Management.
- Capital Markets:
Underwriting or raising capital is the key function of investment banking. Through raising funds, they help businesses whether they are startups or corporates to smoothly enhance their business. they perform different strategies to bring in the capital, investment bankers use their vast experience and knowledge about the finance industry and bring clear solutions to the table. They must develop clear ways to serve the business and the investors and that requires avoidance of risks in this huge market.
Practiced professionals perform Underwriting, where they raise capital in the form of debts and equity for a client. They purchase securities form the company and resell them to the public.
Providing Advisory services to Governments and businesses to help them move beyond the limitations they might reach and gain funds to run their tasks has become an important part of Investment Banking. When companies decide to merge, investment bankers help in discuss the transactions with the potential partners and establish transactions that agree with both parties. Identifying areas of concern and potential risks while keeping the company’s financial goal in mind is their main expertise.
Trading in Investment Banking refers to generating Trading opportunities for their clients and potential Institutional or Individual Investors. They share their reports of securities they want to sell to investors. The traders need to have immense Trading experience with perfect execution skills to bring the right price to their clients. They play a massive role in producing money for the Investment Banks.
- Asset Management:
Asset Management is none other than managing the funds of Institutional Investors. They manage investment funds and assets like real estate, and hedge funds. they provide investment advice and overlook the distribution of their assets. They invest on behalf of their investors, which is a risk-associated function and a big responsibility, and so the team needed to build trust by keeping the investor’s objectives and goals in mind.
The Difference Between Investment Banks and Commercial Banks
The main difference between Investment Banks and Commercial Banks is the customer market.
Investment Banks serve large corporates, Governments, Investors, and Individuals with significant net value, while Commercial Banks serve individuals and small businesses.
Investment banks provide Advisory services raise funds for customers and act as an intermediary between corporates and investors, they are not directly involved with financial transactions, they are the middlemen. On the other side, Commercial Banks act as a depository and perform basic functions like providing loans to their customers. They take deposits and use that to generate loans.
Investment Banks are regulated by the Securities and Exchange Commission [SEC] and Commercial Banks work under the Central Bank of the Country.
Investment Banks work under higher risk opportunities due to more regulatory freedom and working with highly complex transactions. Commercial Banks play safe due to strong government regulations and because they deal with day-to-day transactions of individuals.
Investment Bankers have higher salaries from trading, and Underwriting and Commercial Banks have considerably lower salaries which include their fee and interest amounts.
Investment Banks include JP Morgan Chase, Morgan Stanley, etc.
Commercial Banks include ICICI, HDFC, and State Bank of India.
Different Types of Investment Banks.
Investment Banks are categorized into 3 different types. They are Bulge-Bracket Banks, Middle-Market Banks, and Boutique Banks.
- Bulge-Bracket Banks.
Bulge-bracket banks are the biggest banks that hold a presence on a global scale. They work with Fortune 500 companies and their deal sizes are the highest among the other 3. They have a global network which allows them to operate from countries all over the world. They provide many services in Investment Banking like Mergers and Acquisitions and have reached expertise. They are multimillion Banks like Goldman Sachs, and Morgan Stanley.
- Middle-Market Banks.
Middle-market banks operate with deals on a regional level. Their strength lies in geographical knowledge of the industry. They might have 1 or more banks in the country. Their deals range between bulge-bracket and boutique banks. Some of them specialize in particular sectors of the industry. They also offer large-scale of services like Asset Management, Trading, and Mergers & Acquisitions. Some of these banks are HDFC Banks, Edelweiss Financial Services.
- Boutique Banks.
Boutique Banks are further divided into Regional Boutique Banks and Regional Boutique Banks.
Regional boutique Banks are the smallest in size, with a smaller number of employees and small firm size. They specialize in a single sector from the industrial market. They also offer limited Investment banking services compared to bulge-bracket banks and middle-market banks. They are situated in a specific region of the country.
Elite Boutique Banks are the banks that deal with elite clients and deals that resemble the deals of bulge-bracket banks. They acquire their elite status by succeeding in expertizing in a single sector in the country. However, they match the nature of Regional Boutique Banks where they also limit their services and specialize in one.
Some of the Boutique Banks are Avendus Capital and Terker Capital.
Certificate Courses in Investment Banking help understand the main function of an Investment Bank.
The Role of an Investment Banker
A professional who deals with highly sophisticated transactions needs clarity of thought, these professionals have keen knowledge of the Finance Industry and its ever-evolving nature. Being able to make the right decisions in a fast-paced environment is what is required of them. From helping out clients to keeping track of trading and securing investors is an investment banker’s job.
To know if it is the right path for you, it is important to understand the necessities of this job. A person with a passion for Finance, with having people skills is a good combination to succeed in the world of investment Banking.
Different Investment Banking Jobs to Pursue After Certificate Courses in Investment Banking
- Investment Banking Analyst.
To be a professional analyst is to have unparalleled research skills. They need to have an overall view of the market fluctuations and the deals being made by their firm. They are in the position to suggest the best investment deals because of their understanding of the firm’s current position and future goals. Analysts are required to put in long hours as their job involves attention to multiple aspects of Investment Banking.
A Banker has the responsibility to advise the clients of the bank on the right investment deals, that specifically meet the client’s goals. They are expected to have a vast knowledge of investment alongside fulfilling having different duties of the bank. They
- Financial Associate.
Financial Associate are prepared to put forth financial plans for their clients, they sell financial products and provide the necessary services required to finish the entire process. They provide all the banking-related assistance and have a strong grasp on the finance matters related to Investment Banking.
- Underwriting Manager:
Underwriting Managers deal with raising capital for the firms, they have expertise in purchasing and selling securities and managing the investors as well as the clients. They need to provide monetary growth to the clients and make sure that the investors are securely trading. The managers hold the most crucial role in investment Banking and are the most experienced in the Financial Market of the present and potential Future.
- Financial Planner.
Financial Planners guide their clients in budgeting and financial planning, they help provide solutions and assist in risk management, and they make sure the client’s financial status is matched with the right requirements needed to make investment deals.
Career Hierarchy in Investment Banking including Average Salary status.
|1. Analyst||10,00,000 INR p.a.|
|2. Associate||12,00,000 INR p.a.|
|3. Vice President||41,00,000 INR p.a.|
|4. Senior Vice President||61,00,000 INR p.a.|
|5. Managing Director||120,00,000 INR p.a.|
Certificate Courses in Investment Banking
Here are the best Certificate Courses in Investment Banking.
1. IIM SKILLS
IIM SKILLS is one of the India’s Leading Educational Platforms. With their presence in New Delhi, Mumbai, Kolkata, and Hyderabad, they offer highly skilled courses induced with expert knowledge. Their Certified Investment Banking Master Course is recognized by the MSME Govt of India. This course makes sure all the practical as well as theoretical concepts are deeply understood by the students.
Working professionals and students from all over the world receive live instructor-led online classes. With flexible schedules, you can create a personalized learning experience, that helps you scale the corporate ladder. Their Learning Management System helps you retain the knowledge and keep par with the current Industry-specific information. You can access all the teachings anytime, forever.
Their aim is to enhance your valuation skills and other expert skills that can help you carry out company deals like M&A, LBO, etc. Certificate Courses in Investment Banking help you develop optimal problem-solving skills that help you bring solutions to your clients with ease.
The Investment Banking Course curriculum consists of the fundamentals of financial systems to learning about market collaterals like NDAs, pitchbooks, financial models, etc. You learn about the buy-side, sell-side, due diligence, etc.
Course Curriculum for Certifies Courses in Investment Banking
Module 1: MS PowerPoint
Module 2: MS Excel
Module 3: Fundamentals of Financial Market
Module 4: Derivatives Market
Module 5: Technical of Investment Banking
Module 6: Different Marketing Collaterals
Module 7: Technical of Financial Modelling
Module 8: Business Valuation
Course Duration: 3 months+ 1 month internship [non- paid]
Course Fee: 39,900 + 18% GST
Contacts: 91 9580 740 740, firstname.lastname@example.org
Imarticus is a highly trusted educational platform, that produces high-quality services with hands-on and experiential knowledge. They have industry expertise, with tech-driven goals, and they have helped over 10,00,000 learners from all over the world. They have trusted alliances with leading mentorship.
With 100% job assurance, this industry-recognized course teaches you basic concepts like risk management to advance skills and insights into different financial instruments. With a comprehensive curriculum, they have formulated a course with a primary understanding of the market.
This course can be taken by finance graduates with 0 to 3 years of experience. At the end of this certified course, you are prepared for the interview process so that you can start your career industry-ready.
Module 1: Introduction to Financial Markets –
- Introduction to Investment Baking
- Cash Equities and Fixed Income
- Foreign Exchange and Money Markets
- Derivatives Markets
- Job-interview Readiness
Module 2: Trade Life Cycle
- Reference Data Management
- Corporate Actions
- Asset Management
- Introduction to ISDA
- Stock, Borrow & Lending
- Collateral Management
- Trade Life Cycle
Module 3: Risk Management
- Risk Management & Regulatory Environment
- Anti-Money Laundering & KYC
- Job-interview Readiness
No. 2 Certificate Courses in Investment Banking
Course Duration: 2-month program [when done full-time]
Course Fee: 1,40,000 INR
3. Data Trained
No. 3 Certificate Courses in Investment Banking
Data Trained provides a PG Program in Investment Banking and Financial Modelling. Data Trained is known to be the best training institute that brings a comprehensive learning structure to its students. You get trained in highly resourceful technologies and techniques in Investment Banking. They have successfully offered their services and guarantee 100% placement.
They provide practical case studies that bring you assurance of dealing with companies and their complex systems, negotiation patterns with building your detailed understanding of this financial industry.
- After completion of this program, you become eligible for 4 world class certifications from:
- Course completion certificate and Project completion certificate from Data Trained.
- JP Morgan Investment Banking Virtual Internship Certificate.
- Citi Bank APAC Internship Certificate
Module 1: Basics of Finance
Module 2: Introduction to Financial Statements
Module 3: Basics of Economics
Module 4: Introduction to Investment Banking
Module 5: Introduction to Financial Modeling and Valuation
Module 6: Basic to Advanced Excel
Module 7: Microsoft PowerPoint
Module 8: Discounted Cash Flow Valuation
Module 9: Cost of Capital
Module 10: Relative Valuation
Module 11: Start-Up Valuation
Module 12: Merger & Acquisition
Module 13: Financial Management of Start-Ups
Course Duration: 6 Months
Course Fee: 90,000 + GST
Contact: +91 95600 84091, email@example.com
Other best investment banking courses:
- Investment Banking Courses in India
- Investment Banking Courses in Delhi
- Investment Banking Courses in Mumbai
- Investment Banking Courses in Pune
- Investment Banking Courses in Bangalore
- Investment Banking Courses in Hyderabad
4. The Wall Street School – India
The Wall Street School India offers a very impressive Investment Banking Course, it assures you of intensive and hardcore finance training for the current Industrial structure. They have provided their teachings to 21,000 students from across the world. Their course pedagogy consists of valuable knowledge from Fortune 500 companies and top firms, they illustrate practical as well as theoretical concepts available in live and pre-recorded formats.
- Their materials build on real case studies and discussions led by trainers with thorough experience working with Investment banks. Their trainers are ex-consultants from Goldman Sachs and McKinsey.
- They assist in placements, after the completion of the training program.
- This course gives a detailed understanding of equity research, capital markets, and investment banking techniques.
- Their training platform is said as one of the most respected and trusted entities in the finance domain.
The course curriculum for Certificate Courses in Investment Banking
Module 1: Basic to Intermediate Excel
Module 2: Advanced Excel & PowerPoint
Module 3: Basic Finance Concepts
Module 4: Feasibility Study/Business Modelling
Module 5: Comparable Company Analysis
Module 6: Precedent Transaction Analysis
Module 7: Discounted Cashflow Valuation
Module 8: Merger Model
Module 9: Leveraged Buyout
Module 10: Mock Interviews and Resume Edits
Course Duration: video validity for 6 months
Course Fee: 23,500 INR + GST
Contact: +91 995372 9651, firstname.lastname@example.org
5. IIM Indore
Indian Institute of Management Indore offers a PG Certificate Programme in Investment Banking. It is designed to handle all the aspects of investment banking roles and objectives. It covers all the necessary tools and techniques and is prepared for commerce and non-commerce students, its aim is to train you with apt skills for finance jobs like credit analysis, investment banking, finance analysis, and portfolio management.
The Certificate Courses in Investment Banking is designed for students with or without prior exposure to finance/commerce/investment banking. Select industry experts may also be involved to provide insights. This program is highly beneficial with their project work, term papers, and case discussions.
After successful completion, you get a certificate with a valedictory ceremony held on the campus. Their program is deeply studied and envelops all the areas of Investment Banking.
Module 1: Financial Reporting, Analysis and Valuation
Module 2: Financial Management
Module 3: Investments & Portfolio Management
Module 4: Investment Banking I
Module 5: Investment Banking II
Module 6: Merger & Acquisition
Module 7: Option, Futures & Derivative
Module 8: Economics Environment
Module 9: Spreadsheet Modeling for Finance
Module 10: Industry Lecture
Course Duration: 12 months [online and on-campus]
Course Fee: 4,79,100 INR,
Contact: 0731-24397739 / 0731-24397676, email@example.com
6. BSE Ltd.
BSE Limited Institute offers courses related to the finance market, covering Master’s Programs at Mumbai University and International PGs. Their trained students after completing the course of Investment Banking gain expertise in Mergers and Acquisitions and IPOs. Their Certificate Program in Investment Banking Operations is an online course that assists in global Investment Banking, Financial Markets, and risk management.
This course is globally recognized and paves paths for international opportunities, it builds your confidence in the Finance domain. Because of their industrial understanding, you gain a highly sophisticated curriculum. Their trainers and coaches have dense knowledge of this field and have created an all-round learning system.
Course Curriculum for Certificate Courses in Investment Banking
Module 1: Financial Markets
- Financial System
- Investment Banking
- Money Market
- Foreign Exchange
- Commodity Markets
Module 2: Financial Markets
- Financial System
- Investment Banking
- Money Market
- Foreign Exchange
- Commodity Markets
Module 3: Risk Management
- Risk Management
- Recovery & Resolution Plan
- Introduction to Regulators
Course Duration: 7 months
Course Fee: 72,552 INR
Contact: +1800 22 9030, firstname.lastname@example.org
7. New York Institute of Finance.
The New York Institute of Finance designs an Investment Banking Course that targets the core of Finance, like Fund Management and Capital Market. You attain desk-ready skills that will push you forward in your career and generate opportunities for the same.
- You understand financial reports and statements like income statements and cash flow statements, like how to apply the principle techniques.
- Gain money principles, capital budgeting, basic statistics of sampling and estimation, hypothesis testing
- Know the fundamentals of valuing private and public companies. Understand credit risk, bond-rating systems, bond trading terminology, techniques, and strategies.
- Possess comprehensive knowledge of the hedge fund industry.
- It is a power-packed course that encompasses the core of Investment Banking.
Certificate Courses in Investment Banking Curriculum:
COURSE 1: FINANCE FOR MANAGERS
COURSE 2: FINANCIAL STATEMENT ANALYSIS
Module 3: Quantitative methods and techniques
Module 4: free cash flow modeling
COURSE: ESSENTIAL CAREER SKILLS FOR INVESTMENT BANKING AND FINANCE
COURSE A: FUNDAMENTALS OF THE SECURITIES INDUSTRY
COURSE B: EQUITIES
COURSE C: FIXED INCOME SECURITIES
COURSE D: DERIVATIVE INSTRUMENTS
COURSE A: CORPORATE FINANCE
COURSE B: BUSINESS VALUATION
COURSE C: CORPORATE CREDIT ANALYSIS
COURSE D: MEASURING RISK
COURSE A: MUTUAL FUNDS AND EXCHANGE-TRADED FUNDS
COURSE B: HEDGE FUNDS AND PRIVATE EQUITY
COURSE C: WEALTH MANAGEMENT
COURSE D: PORTFOLIO MANAGEMENT
COURSE A: M&A CONCEPTS AND THEORIES: AN INTRODUCTION
COURSE B: M&A CONCEPTS AND THEORIES: ADVANCED TOPICS
COURSE C: M&A – STRUCTURING THE DEAL
COURSE D: M&A – ADVANCED ACQUISITION MODELING
COURSE 6: CORPORATE FINANCE
COURSE 7: BUSINESS VALUATION
COURSE 8: M&A CONCEPTS AND THEORIES
COURSE 9: M&A – STRUCTURING THE DEAL
COURSE 10: EQUITIES
COURSE 11: HEDGE FUNDS AND PRIVATE EQUITY
COURSE 12: PORTFOLIO MANAGEMENT
COURSE 13: M&A – ADVANCED ACQUISITION MODELING
Course Duration: 70-hour online program
Course Fee: 990 dollars
Contact: + 1 347 842 2501, email@example.com
Certificate Courses in Investment Banking
Frequently Asked Questions [FAQs]: Certificate Courses in Investment Banking
What is the scope of Investment Banking?
Investment Banking plays a vital role in raising economic value, as Investment Banks help in raising capital for not only businesses and institutes but also for the government. They analyze risks and propose solutions according to the financial market. They plan financial reports of clients to bring massive deals into fruition that benefit firms as well as institutional investors.
What are the skills required for Investment Banking?
Being able to work on time-crunch, work in a fast-paced environment, ability to manage time, having strong analytical and mathematical skills with be an excellent communicator are what is required to be an investment banker. Certificate Courses in Investment Banking consist of the key areas necessary for learners.
What is the salary of an Investment Banker in India?
An Investment Banker earns 18,00,000 INR p.a. on an average scale in India. The salary depends on their experience as investment banking is a highly competitive field and requires immense intelligence to work on complex transactions.
In Closing: Certificate Courses in Investment Banking
The above Certificate Courses in Investment Banking are from some of the most trusted learning platforms in India and abroad. Since Investment Banking is such a continuously growth-based Industry, there are multiple opportunities for learners all over the world to be a part of an exceedingly vast and rewarding career. With the