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Jack Farmer

Ready to start your career in finance and investment banking? If you’ve gained a clear, comprehensive understanding of investment banking, your next step is to complete the Introduction to Investment Banking Professional Certificate Exam from the New York Institute of Finance.

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Ready to start your career in finance and investment banking? If you’ve gained a clear, comprehensive understanding of investment banking, your next step is to complete the Introduction to Investment Banking Professional Certificate Exam from the New York Institute of Finance.

To earn your Professional Certificate from NYIF, you must pass this exam.

The exam is 20 questions, timed at one hour. To qualify for the certificate, learners must receive a grade of at least 70% or better.

Prerequisite to sit for this exam is to earn a Verified Certificate in all 5 Intro to Investment Banking courses from NYIF:

Course 1: Essential Career Skills for Investment Banking and Finance

Course 2: Fundamentals of Financial Mathematics and Capital Budgeting

Course 3: Risk Management and Credit Principles

Course 4: M&A Concepts & Theories

Course 5: M&A: Structuring the Deal

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What's inside

Learning objective

Test your knowledge. gained a clear, comprehensive understanding of investment banking? next step is to complete the final exam from the new york institute of finance.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
This exam is the capstone to a five-course learning program and will test your knowledge of investment banking, financial mathematics, risk management, and mergers and acquisitions
After passing this exam, you will earn a Professional Certificate from the New York Institute of Finance
This exam is designed for learners who have a clear, comprehensive understanding of investment banking and who are seeking to enhance their knowledge and skills in this field

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Introduction to Investment Banking Professional Certificate Examination with these activities:
Read Introduction to Investment Banking
Build a strong foundation in investment banking principles to prepare for the course.
Show steps
  • Read each chapter thoroughly.
  • Take notes on key concepts and definitions.
  • Complete the practice questions at the end of each chapter.
Solve Investment Banking Math Problems
Sharpen your math skills specifically for investment banking.
Browse courses on Financial Mathematics
Show steps
  • Identify a list of common investment banking math problems.
  • Practice solving these problems using online resources or textbooks.
  • Time yourself to improve your speed and accuracy.
Create a Presentation on Investment Banking Career Paths
Enhance your understanding of different career paths in investment banking.
Browse courses on Investment Banking
Show steps
  • Research different career paths within investment banking.
  • Create a presentation that outlines the different paths, their requirements, and potential career progression.
  • Present your findings to a group of peers or mentors.
Five other activities
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Join an Investment Banking Study Group
Collaborate with peers to reinforce your understanding of course concepts.
Browse courses on Investment Banking
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  • Find a group of peers who are also taking the course.
  • Meet regularly to discuss course materials, assignments, and practice problems.
  • Share resources and support each other through the learning process.
Volunteer at an Investment Banking Organization
Gain practical experience and network with professionals in the field.
Browse courses on Investment Banking
Show steps
  • Find an investment banking organization that offers volunteer opportunities.
  • Apply for a volunteer position and complete the necessary training.
  • Assist with tasks such as research, data entry, and event planning.
Build an Investment Banking Financial Model
Develop practical skills in financial modeling and analysis.
Browse courses on Financial Modeling
Show steps
  • Choose a company or industry to model.
  • Gather financial data and build a financial model using Excel or other modeling software.
  • Analyze the model and develop insights into the company's financial performance.
  • Present your findings in a written report or presentation.
Write an Investment Banking Research Report
Demonstrate your understanding of investment banking research and analysis.
Browse courses on Financial Analysis
Show steps
  • Choose a company or industry to analyze.
  • Gather data on the company's financials, market position, and competitive landscape.
  • Analyze the data and develop your investment thesis.
  • Write a concise and well-organized research report.
Participate in an Investment Banking Case Competition
Apply your knowledge and skills in a competitive setting to enhance your learning.
Browse courses on Investment Banking
Show steps
  • Find an investment banking case competition to participate in.
  • Form a team and develop a solution to the case.
  • Present your solution to a panel of judges.

Career center

Learners who complete Introduction to Investment Banking Professional Certificate Examination will develop knowledge and skills that may be useful to these careers:
Investment Banker
If you wish to acquire the financial knowledge and skills needed to succeed in investment banking, the New York Institute of Finance offers the Introduction to Investment Banking Professional Certificate Examination. This course is designed to help you grasp the fundamentals of investment banking, including the role that investment bankers play in helping companies raise capital, execute mergers and acquisitions, and prepare for initial public offerings. The course will also help you build a solid understanding of the key concepts of financial mathematics, capital budgeting, and risk management. This course offers a strong foundation for a career in investment banking, including as an Investment Banker.
Financial Analyst
The Introduction to Investment Banking Professional Certificate Examination from the New York Institute of Finance may be useful for those seeking to enter a career as a Financial Analyst. This position typically requires a strong understanding of financial markets, and the course will help you grasp the foundational concepts of investment banking, including financial mathematics, capital budgeting, and risk management. It will also help you develop a solid understanding of the different types of financial products and services and how they are used by businesses and individuals.
Mergers and Acquisitions Analyst
If you're interested in understanding the financial and strategic aspects of mergers and acquisitions, the New York Institute of Finance offers a course that will help you get started on the path to becoming a Mergers and Acquisitions Analyst. It focuses on the role of investment bankers in helping companies acquire and merge with other companies, including the key concepts of mergers and acquisitions, the different types of transactions, and the valuation techniques used to determine the price of a company. After completing this course, you will have a foundational understanding of the mergers and acquisitions process and the skills needed to succeed in this field.
Corporate Finance Analyst
For those interested in working as a Corporate Finance Analyst, the course offered by the New York Institute of Finance will help you build the skills and knowledge needed for success. This course will give you a solid understanding of the principles of corporate finance, including financial planning, capital budgeting, and dividend policy. It will also help you develop the analytical and problem-solving skills needed to make sound financial decisions and advise companies on their financial strategies.
Equity Research Analyst
The New York Institute of Finance offers a course that may be useful for those seeking a career as an Equity Research Analyst. This course provides a foundation in the principles of investment banking and financial analysis, including the different types of financial instruments, the methods used to value companies, and the factors that affect the performance of stocks. With a solid understanding of these concepts, you can succeed in the role of evaluating companies and making investment recommendations as an Equity Research Analyst.
Financial Planner
To get started on the path to becoming a Financial Planner, the New York Institute of Finance offers a course that will provide a strong foundation in the principles of investment banking and financial planning. This course will help you understand the different types of financial products and services and how they are used to meet the financial goals of individuals and families.
Portfolio Manager
If you have an interest in managing investment portfolios, the course provided by the New York Institute of Finance may be helpful. It will give you a solid understanding of the investment banking industry and the different types of financial products. You will also learn about the portfolio management process, including how to construct and manage a portfolio, and how to evaluate the performance of investments.
Commercial Banker
If you're interested in a career in commercial banking, the course provided by the New York Institute of Finance may be helpful. This course will give you a solid understanding of the principles of investment banking and the different types of financial products. You will also learn about the commercial banking process, including how to evaluate the creditworthiness of a business and how to structure a loan.
Private Equity Analyst
The New York Institute of Finance offers a course that may be helpful for those seeking a career as a Private Equity Analyst. This course will give you a solid understanding of the principles of investment banking and private equity, including the different types of private equity transactions, the methods used to value companies, and the factors that affect the performance of private equity investments.
Investment Banking Analyst
The Introduction to Investment Banking Professional Certificate Examination from the New York Institute of Finance is a great way to get started on the path to becoming an Investment Banking Analyst. This course will provide a strong foundation in the principles of investment banking, including financial mathematics, capital budgeting, and risk management. It will also help you develop the analytical and problem-solving skills needed to succeed in this field.
Venture Capital Analyst
If a career as a Venture Capital Analyst interests you, the course offered by the New York Institute of Finance will provide a solid foundation to start your journey. This course will help you understand the principles of investment banking and venture capital, including the different types of venture capital transactions, the methods used to value companies, and the factors that affect the performance of venture capital investments.
Investment Banking Associate
The Introduction to Investment Banking Professional Certificate Examination from the New York Institute of Finance is a great way to get started on the path to becoming an Investment Banking Associate. It will give you a comprehensive understanding of investment banking, including financial mathematics, capital budgeting, risk management, mergers and acquisitions, and structuring deals.
Financial Services Manager
The New York Institute of Finance offers a course that may be helpful for those seeking a career as a Financial Services Manager. It will give you a solid understanding of the principles of investment banking and financial services and the different types of financial products and services used by individuals and institutions.
Auditor
The New York Institute of Finance offers a course that may be helpful for those seeking a career as an Auditor. It will give you a solid understanding of the principles of accounting and auditing and the different types of audits performed by auditors, including risk assessment, internal controls, and financial statement analysis.
Risk Manager
For those interested in a career as a Risk Manager, the course provided by the New York Institute of Finance will help you build the skills and knowledge needed for success. This course will give you a solid understanding of the principles of risk management, including the different types of risks, the methods used to measure risk, and the strategies used to mitigate risk.

Reading list

We've selected nine books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Introduction to Investment Banking Professional Certificate Examination.
Provides a step-by-step guide to financial modeling and valuation, which are essential skills for investment bankers. It would be a valuable resource for students who want to learn more about these topics.
Classic guide to value investing, and it is still one of the most popular and influential investment books ever written. It would be a valuable resource for students who are interested in learning more about investing.
Classic guide to security analysis, and it is still one of the most popular and influential investment books ever written. It would be a valuable resource for students who are interested in learning more about investing.
Discusses the role of rare events in our world, and how we can better prepare for them. It would be a valuable resource for students who are interested in learning more about risk management.
Provides a practical guide to investment banking, including the different roles and responsibilities of investment bankers, the different types of investment banking products, and the different investment banking processes. It would be a helpful resource for students who are interested in learning more about investment banking.
Provides a practical guide to pitching to investors, partners, and customers. It would be a helpful resource for students who are interested in learning more about how to pitch their ideas.
Provides a practical guide to venture capital for entrepreneurs, including the different types of venture capital funds, the investment process, and the exit process. It would be a helpful resource for students who are interested in learning more about venture capital.

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