Brochure
Enquire- Disclaimer
- Course Objective
- Indian Financial Services
- Definition of Financial Markets
- Functions of Financial Markets
- Classification of Financial Markets
Certification Program in Investment Banking Operations
BY
EduBridge
Learn about complicated securities, derivatives products, and transaction life cycles to advance in investment banking ...Read more
Online
310 Hours
₹ 65000 72000
Quick Facts
| particular | details | |||||
|---|---|---|---|---|---|---|
|
Medium of instructions
English
|
Mode of learning
Self study, Virtual Classroom
|
Mode of Delivery
Video and Text Based
|
Frequency of Classes
Weekdays
|
Learning efforts
8-10 Hours Per Week
|
Course overview
The Certification Program in Investment Banking Operations course offered by Edubridge is designed to provide the necessary competence for handling the several duties and responsibilities of investment banking, such as asset management and security valuation for equities, debt, and other financial contracts. In the interests of corporations and investors, this aids in achieving certain investment objectives.
The Certification Program in Investment Banking Operations by Edubridge attempts to offer corporate clients and private clients the other practical aspects of investment banking, such as investment and portfolio management, consulting services, and mergers and acquisitions.
The Certification Program in Investment Banking Operations training also covers the financial operations, Treasury, and clearing departments of an investment bank. Additionally, it examines the techniques and practices needed to optimise the risk-return framework across different asset classes.
The highlights
- Duration: 310 hours
- Online course
- Zero cost EMI facility
- Average Salary- upto 8 LPA
Program offerings
- Dedicated placement manager
- Careers fairs
- Guest lectures
- Premium resume builder service
- A digital certificate of achievement
- Edubridge job portal access
Course and certificate fees
Fees information
₹ 65,000 ₹72,000
certificate availability
Yes
certificate providing authority
EduBridge
Who it is for
This course is for any graduate or post-graduate of any stream who is at least 18 years old and aspiring to become an investment banker and financial analyst
Eligibility criteria
Educational Qualification
This course is open to all graduates and postgraduates of any stream who are 18 years old and above. Excellent communication skills are needed since the course will be done in English.
Work Experience
0 -3 years of work experience is required
Qualifying Details
Learners will get a Certificate of Achievement after meeting the attendance requirement and passing the exams with a score of at least 50% in the Certification Program in Investment Banking Operations, and those who met the attendance requirements but were unable to pass all of their examinations with scores of less than 50% will be given a Certificate of Completion.
What you will learn
Participants will develop a thorough understanding of financial modeling principles, including portfolio theory, time value of money, and the capital asset pricing model (CAPM), and have a better grasp of investment banking concepts like due diligence, over-the-counter vs. exchange-traded products, etc., after the completion of the Certification Program in Investment Banking Operations syllabus.
The syllabus
Introduction to Value Investing - A Sense of Wealth
Why Investing?
- Warren Buffet Quote
- Why to Invest?
- Investing Is A Need!
- When RETURNS = INFLATION
- When RETURNS < INFLATION
- When RETURNS > INFLATION
- How To Choose the Best Investment For you Always?
- What is Active Income and Passive Income
Investment Products
- Warren Buffet Quote
- What Are The Best Investment Plans For Me?
- How to invest in the stock market
A Sense of Wealth
Stock Market Jargons & Value Investing
- Warren Buffet Quote
- Shares V/s Stock
- Broker
- Demat Account
- Demat Account Vs Trading Account
- Ways to buy and sell shares
- Bear & Bull Market
- Example of iPhone
- Concept of Value Investing
- Value Investing vs Growth Investing
- 3 Financial Statements - you must not miss while picking stocks to invest
- Quiz
Introduction to Investment Banking and Financial System
- Introduction to Investment Banking and their Different Business Lines
- Introduction to the Financial System
- Types of Financial Markets & Different Market Participants & Regulatory Agencies
- Introduction to Investment Banks - Buy Side & Sell side of Business
Introduction to Cash Equities
- Introduction to Equity
- Equity Shares - Features, Advantages and Disadvantages
- Preference Shares - Features, Advantages and Disadvantages
- Depository Receipts - Types of ADR, Advantages of ADR and GDR
- Difference between ADR and GDR
- Primary & Secondary Markets
- Issuance/Trading
- IPO Process – Indian Markets
- Stock Exchanges & Financial Centre's of the World
- Trade Economics for Equity Markets
Introduction to Fixed Income Securities
- Introduction to Fixed Income
- Fixed Income & Advantages of Fixed income products \
- Bonds and its Characteristics, Types of Bonds
- Relation Between Interest Rate and Bond Price & Yield and Bond Price
- Current Yield, YTM, Clean price, Dirty Price, Accrued Interest
- Process of Securitization – MBS & ABS
- Discussion on Credit Crisis
Introduction to Foreign Exchange Market
- What is FX, Features of FX
- Difference Between FX & Futures
- Market Participants
- Types of Quotations
- Type of FX Trade - Cash, Spot, Tomm, NDF, Forward
- Trade Economics of FX Transactions
- FX Future and Options
Introduction to Money Markets
- Instruments of Money Market
- Interbank Lending, T-Bills, Certificate of Deposit, Commercial Paper, Repo
- Advantages & Disadvantages of Money Markets
- Difference between Capital & Money Markets
Derivatives
Forwards, Futures, Options and Swaps
- Derivatives – An Introduction
- Difference between OTC & ET Derivatives
- Value of Derivatives
- Forwards Contracts, Futures Contract
- Futures Price determination
- Margins in Futures
- Futures Settlement
- Futures Payoffs
- Definition of Options
- Types of Options
- Trade Economics of Options
- Option Premiums
- Types of Option Payoffs
- Options Pricing
- Styles of Exercising Options
- Introduction to Swaps
- Interest Rate Swap, Terminologies Involved, IRS Application – Hedging, Speculation
- Equity Swap, Terminology Associated with EQS, EQS Application – Hedging, Speculation
- FX Swap – Terminologies Involved in FX Swaps. Eg. of Hedging & Speculation in FX Swaps
- Credit Default Swap, Settlements, Credit Events, Types, Terminologies
- Currency Swaps - Terminologies Involved in Currency Swaps.
- Examples of Hedging and Speculation in Currency Swaps
- Settlement Process of IRS, EQ, CDS, FX and Currency Swaps
- Trade Economics of IRS, EQ, CDS, FX and Currency Swaps
Corporate Actions & Types of Corporate Actions
- What is Corporate Action
- Purpose of Corporate Action
- Types of Corporate Actions
- Important Dates in Corporate Actions
- Trade life Cycle in Corporate Action Events
Reconciliations & Its Types
- Modelling the Financial statements, Ratio analysis
- Analyzing Cash Flows
- Calculating Valuation of the company
- Identifying assumptions for estimating future cash flows
- Calculating FCFF, discount and terminal rate and NPV Comparable Companies
- Data Collection and Data Structuring
- Preliminary Scrutiny of the Data & Information
- Modelling
- Modeling Revenue Build-up – projecting the future revenues
- Modeling the Asset Schedule
- Modelling the Depreciation Modelling – Book and Income Tax Depreciation
- Working Capital and Term Loan Modeling - Debt Infusion
- Equity Modeling – Equity Infusion
- Modeling Paid Up Capital and Share Premium Account
- Performing sensitivity/scenario analysis
- Overview of Portfolio Theory
- Time Value of Money
- Capital Asset Pricing Model (CAPM)
Know your customer (KYC), Anti Money Laundering (AML) & Due Diligence
- The 3 Essential Stages in Money Laundering
- Techniques of Money Laundering
- What is KYC?
- Law related to Money Laundering
- Identification of Suspicious transactions
- Customer Due Diligence (CDD)
- The CDD Process
- When Is CDD Required?
- Enhanced Due Diligence (EDD) & Ongoing Due Diligence
- Customer Risk Model & Rating
- Financial Action Task Force (FATF)M)
Introduction to Asset Management
Mutual Funds, Fund Accounting
- What is Asset Management
- Structure of Mutual funds
- Difference between an Open-Ended and Close-Ended Scheme
- Hedge Funds
- Structure of Hedge Funds
- Hedge Fund Operations
- Roles & Activities
- Fund Administration
- Fund Accounting
- Management Fee and Performance Fee
- Formula to Calculate NAV
Introduction of Reference Data Management
- Introduction to Reference Data Management
- Why Reference Data Management
- Static Data OMGEO, SWIFT & Markit
- Securities Identification Numbers
- Instrument Set-up
- Investor Set-up
- SSI Set-up
- Counter Party Identifiers
- Other Reference Data Example
Risk and Type of Risk & Regulation with aspect to Global Markets
- What is Risk
- Types of Risk - Market Risk, Credit Risk,
- Liquidity Risk, Operational Risk
- How to avoid Market Risk, Credit Risk and Liquidity Risk
- Major causes of Operational Risk
- How to Avoid Operational Risk
- Regulatory Environment
- Dodd-Frank Act (DFA)
- European Market Infrastructure Regulation
- Markets in Financial Instruments Directive
- Markets in Financial Instruments Directive II
Introduction to MS Excel (Basic to Intermediate Level)
- Introduction to MS Excel
- Working & Formatting of Data
- Handling the tools in MS Excel
- Keyboard Shortcuts & Simple formulas in Excel
Introduction to MS PowerPoint (Basic to Intermediate Level)
- Introduction to PowerPoint
- Designing & Handling the tools in PowerPoint
Trade Life Cycle
- Trade Life Cycle (TLC) – Exchange Traded Product TLC & OTC
- Front Office Operations
- Mid Office Operations
- Back Office Operations
Admission details
To enrol for Certification Program in Investment Banking Operations classes, students may follow these steps:
Step 1: Follow the official URL
https://www.edubridgeindia.com/courses/OTY0/investment-banking-certification
Step 2: The applicants must therefore enlist on the Edubridge website.
Step 3: Unless they can sign up and log in, applicants won't receive enrollment confirmation.
How it helps
The Certification Program in Investment Banking Operations benefits all participants as they will discover how to create logically organised modules, engaging activities, and useful case studies while developing the skills they need to work successfully as an investment banker or financial analyst and get a certificate.
FAQs
Who will award the certificate upon successful completion of this online course?
Edubridge will award the certificate upon successful completion of this online course.
Who is this course for?
This course is for any graduate or post-graduate of any stream who is at least 18 years old and aspiring to become an investment banker or financial analyst.
What are the services provided by this Certification Program in Investment Banking Operations online course?
Dedicated Placement Manager, Access to the EduBridge Job Portal, Premium Resume Builder Service, Career Fairs, and Guest Lectures are the services provided by this online course.
What major concepts are discussed in this online course?
Value Investing, Financial Markets, Mergers and Acquisition (M&A), Financial Advisor, Initial Public Offer (IPO), Equity, Derivatives and Capital Markets, Debt Advisory and Restructuring, Leveraged Buyouts (LBO) and many other major concepts are discussed in this online course.
What are the benefits of pursuing this program?
Participants will discover how to create logically organised modules, engaging activities, and useful case studies while developing the skills they need to work successfully as an investment banker or financial analyst and get a certificate by pursuing this program.
Articles
Popular Articles
prev
next
Latest Articles
IIBF Certification Courses - Registration, Eligibility, Admit Card, Syllabus
Updated On 25 Mar, 2025
prev
next
