Finance & Accounting · PPL

Investment Banking Foundation Certification

A professional program designed to develop essential investment banking skills in financial analysis, valuation, capital markets, deal processes, and financial modelling.

  • 3 DaysDuration
  • PPLAccredited
  • 3 LanguagesArabic · English · Hindi
  • ₹9,999.00 Per delegate

This course is accredited by PPL

This is for all ppl accredited courses
2M+ Delegates trained worldwide
15,000+ Corporate clients
490+ Training locations
4.8 ★ Average learner rating
20% OFF Limited-time launch offer
— The journey

Course Outline

What the programme covers, module by module.

Module 1: Introduction to Investment Banking

  • Investment banking fundamentals
  • Role of investment banks
  • Investment banking divisions
  • Advisory services
  • Capital raising
  • Transaction lifecycle

Module 2: Financial Markets

  • Equity markets
  • Debt markets
  • Primary markets
  • Secondary markets
  • Market participants
  • Financial instruments

Module 3: Corporate Finance Fundamentals

  • Corporate finance principles
  • Financing decisions
  • Investment decisions
  • Capital structure
  • Business performance
  • Shareholder value

Module 4: Financial Statement Analysis

  • Income statement
  • Balance sheet
  • Cash flow statement
  • Financial ratios
  • Trend analysis
  • Performance evaluation

Module 5: Accounting for Investment Banking

  • Revenue and expenses
  • Assets and liabilities
  • Depreciation
  • Working capital
  • Non-cash items
  • Financial statement relationships

Module 6: Time Value of Money

  • Present value
  • Future value
  • Discounting
  • Compounding
  • Cash flow analysis
  • Financial calculations

Module 7: Excel for Investment Banking

  • Financial formulas
  • Workbook organization
  • Model formatting
  • Financial schedules
  • Data analysis
  • Productivity techniques

Module 8: Financial Modelling Fundamentals

  • Model structure
  • Assumptions
  • Historical financials
  • Financial projections
  • Supporting schedules
  • Model outputs

Module 9: Revenue & Expense Forecasting

  • Revenue drivers
  • Growth assumptions
  • Cost projections
  • Margin analysis
  • Forecast development
  • Scenario planning

Module 10: Business Valuation Fundamentals

  • Valuation principles
  • Enterprise value
  • Equity value
  • Valuation approaches
  • Value drivers
  • Valuation interpretation

Module 11: Comparable Company Analysis

  • Peer company selection
  • Trading multiples
  • Financial metrics
  • Enterprise value multiples
  • Equity multiples
  • Valuation benchmarking

Module 12: Precedent Transaction Analysis

  • Comparable transactions
  • Transaction multiples
  • Deal selection
  • Acquisition premiums
  • Transaction benchmarking
  • Valuation interpretation

Module 13: Discounted Cash Flow Analysis

  • Free cash flow
  • Forecast period
  • Discount rate
  • Terminal value
  • Present value
  • DCF valuation

Module 14: Cost of Capital

  • Cost of equity
  • Cost of debt
  • Capital structure
  • WACC
  • Risk considerations
  • Discount rate application

Module 15: Mergers & Acquisitions

  • M&A fundamentals
  • Deal rationale
  • Buyers and sellers
  • Transaction structures
  • Synergy concepts
  • M&A process

Module 16: Deal Process & Execution

  • Deal preparation
  • Due diligence
  • Transaction timelines
  • Information management
  • Negotiation concepts
  • Closing process

Module 17: Equity Capital Markets

  • Equity financing
  • Initial public offerings
  • Follow-on offerings
  • Share issuance
  • Investor considerations
  • Capital raising process

Module 18: Debt Capital Markets

  • Debt financing
  • Bonds
  • Credit considerations
  • Interest rates
  • Debt structures
  • Capital raising

Module 19: Pitch Books & Deal Presentations

  • Pitch book structure
  • Company profiles
  • Industry analysis
  • Valuation summaries
  • Transaction materials
  • Presentation techniques

Module 20: AI in Investment Banking

  • AI-assisted financial research
  • Financial data analysis
  • Valuation support
  • Document summarization
  • Workflow automation
  • Responsible AI usage

Module 21: Investment Banking Workflow & Best Practices

  • Transaction organization
  • Financial model review
  • Data validation
  • Presentation quality
  • Team collaboration
  • Professional communication

Module 22: Practical Investment Banking Project

  • Company analysis
  • Financial modelling
  • Comparable analysis
  • DCF valuation
  • Transaction evaluation
  • Deal presentation
— 01.2 · Is it right for you?

Who it's for & what's included

Pick a delivery method to see exactly who it suits and everything you receive.

Who it's for

Classroom

Best for learners who want face-to-face tuition and to network with peers in person.

What's included

Everything you get

  • Live instructor on-site
  • Printed workbook & materials
  • Group exercises & case studies
Who it's for

Online Instructor-Led

Best for learners who want a live instructor and a fixed schedule, without the travel.

What's included

Everything you get

  • Live instructor via video call
  • Digital workbook & resources
  • Session recordings
Who it's for

Self-Paced

Best for self-motivated learners who need maximum flexibility around work and life.

What's included

Everything you get

  • On-demand video lessons
  • Interactive quizzes
  • 24/7 access on any device
— What you will master

Course Objectives

01

Understand the structure and functions of investment banking.

02

Analyze financial statements and evaluate company performance.

03

Build foundational financial models for business analysis.

04

Apply comparable company, precedent transaction, and DCF valuation techniques.

05

Understand mergers, acquisitions, and transaction execution processes.

06

Explore equity and debt capital market activities.

07

Prepare professional pitch books and financial presentations.

08

Apply AI-assisted tools to improve financial research and investment banking workflows.

— Questions answered

Frequently Asked Questions

What is Investment Banking?
Investment banking involves providing financial advisory, capital raising, valuation, and transaction support services to companies, investors, and other organizations.
Who should attend this course?
The course is suitable for finance professionals, aspiring investment bankers, financial analysts, corporate finance professionals, investment professionals, and working professionals interested in investment banking.
Do I need previous investment banking experience?
No. The program starts with investment banking and financial fundamentals before progressing to valuation, financial modelling, capital markets, and transaction analysis.
Which topics are covered?
The course covers financial statement analysis, financial modelling, company valuation, DCF analysis, comparable companies, precedent transactions, mergers and acquisitions, capital markets, pitch books, and deal execution.
What practical skills will I develop?
You will develop skills in financial analysis, financial modelling, company valuation, transaction analysis, deal presentation, capital markets analysis, and investment banking workflow management.
— Trusted by learners

What our delegates say

★★★★★

"The structure, the practice exams, the instructor — all top tier. Passed first try."

AS
Aarti SharmaSenior Project Manager · TCS
★★★★★

"Best training I have attended. The content is exactly what modern projects need."

JD
James DonovanProgramme Director · Capgemini
★★★★★

"24/7 support actually means 24/7 — got help on my mock exam at 2am. Worth every dollar."

MO
Maya OkaforPMO Lead · Standard Bank

★ 4.8 / 5 from 12,000+ verified learner reviews on Trustpilot & Google.

PPL Academy enquiry form

Get the course
that's right for you.

Our advisors respond within one business day.

Full name
Work email
Contact number
Message (optional)
Your details are never shared with third parties.
< 24h Response
Live & online Delivery
Certified Instructors