Introduction to Investment Banking from Udemy

Welcome to our comprehensive online course on Introduction to Investment Banking. In this course, we'll embark on an exciting journey through the dynamic world of investment banking, exploring its fundamental principles, key functions, and pivotal role in the global financial landscape.

Throughout the course, you'll gain a deep understanding of the history and evolution of investment banking, tracing its origins to the early days of financial markets and examining how it has evolved to become a cornerstone of modern finance. We'll delve into the core functions of investment banks, including capital raising, mergers and acquisitions, corporate restructuring, and advisory services, providing you with invaluable insights into the inner workings of these complex transactions.

Moreover, you'll learn about the various types of securities, debt instruments, equity instruments, and derivatives traded in financial markets, as well as the essential techniques used in financial statement analysis, valuation, and risk management. Whether you're a seasoned finance professional looking to enhance your skills or a newcomer eager to explore the world of investment banking, this course will equip you with the knowledge and expertise needed to thrive in this dynamic industry. Join us as we unlock the secrets of investment banking and embark on an enriching learning journey together.

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Offers a comprehensive introduction to investment banking, covering its history, core functions, and key concepts

Suitable for beginners seeking an overview of investment banking or seasoned professionals looking to enhance their skills

Develops a deep understanding of financial statement analysis, valuation, and risk management techniques

Provides insights into the advisory, capital raising, and mergers and acquisitions services offered by investment banks

Examines various types of securities, debt instruments, equity instruments, and derivatives traded in financial markets

Teaches essential techniques used in investment banking transactions

Reviews summary

Learn about investment banking

learners say this course is well received, easy to understand, and features engaging videos and quizzes. Students say that the course content is thorough, informative, and provides practical applications. Other students also appreciate the course's well-structured materials and knowledgeable instructor.

Engaging quizzes help students retain information.

"It’s very engaging so far"

"Easy to listen to and engaging"

Clearly explained and well-organized course.

"Clear, instructive, straightforward!"

"Everything was explained from setup to testing and implementation with the best of tools and clarity"

"The course is so detailed and informative it felt like i was doing the massage practically."

Mark is amazing at teaching.

"Mark is amazing at teaching."

"I love Mark's courses and the way he teaches."

Some students complain about outdated codes.

"yes, it is a good experience until now. However, there are some outdated codes which do not functional anymore. Needs to be updated."

Some students find certain quizzes difficult.

"difficult exams"

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 with these activities:

Basic Financial Modeling Concepts

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Review basic financial modeling concepts to ensure a solid foundation before starting the course.

Browse courses on Financial Statements

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Review basic accounting principles and financial statements.
Learn about the different types of financial models.
Understand the key assumptions and drivers used in financial models.

Investment Banking Terminology and Jargon

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Follow guided tutorials to learn the essential terminology and jargon used in investment banking.

Browse courses on Technical Analysis

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Find reputable online courses or tutorials on investment banking terminology.
Dedicate time to studying the materials and taking notes.

Review Corporate Finance and Valuation Concepts

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Review corporate finance and valuation concepts to reinforce your understanding before starting the course.

Browse courses on Capital Budgeting

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Review notes or textbooks from previous courses or self-study.
Complete practice problems or quizzes to test your understanding.

Five other activities

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DCF Modeling Exercises

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Practice DCF modeling exercises to build proficiency in a core skill used in investment banking.

Browse courses on Discounted Cash Flow

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Find online resources or textbooks with DCF modeling exercises.
Work through the exercises carefully, following the instructions provided.
Check your answers against provided solutions or consult with an expert.

Connect with Investment Banking Professionals

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Seek out mentors in the investment banking industry to gain insights and guidance.

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Attend industry events or reach out to professionals on LinkedIn.
Prepare questions and demonstrate your interest in the field.
Maintain regular communication and seek advice from your mentors.

Attend an Investment Banking Industry Conference

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Attend an industry conference to network and learn from professionals in the field.

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Research upcoming investment banking conferences.
Register for the conference and prepare questions or discussion topics.
Attend the conference, actively participate in sessions, and network with attendees.

Develop a Personal Investment Pitch

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Create a personal investment pitch to showcase your understanding of investment principles and communication skills.

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Research an industry or company of interest.
Develop an investment thesis and supporting arguments.
Create a presentation or document outlining your investment pitch.

Investment Banking Case Study Analysis

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Conduct an in-depth analysis of an investment banking case study to apply your knowledge and skills.

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Obtain a case study from a reputable source or your instructor.
Thoroughly analyze the case, identifying key issues and potential solutions.
Develop a comprehensive report or presentation outlining your analysis and recommendations.

Career center

Learners who complete Introduction to Investment Banking will develop knowledge and skills that may be useful to these careers:

Investment Banker

Investment Bankers provide financial advisory services to corporations and governments, helping them raise capital, merge with other companies, and restructure their businesses. This course provides a comprehensive overview of the investment banking industry, including the history and evolution, core functions, and key players, providing a solid foundation for a career as an Investment Banker. The course also covers essential techniques used in financial statement analysis, valuation, and risk management, which are crucial skills for success in this role.

See salaries and explore the career path for Investment Banker

Investment Banking Analyst

An Investment Banking Analyst is responsible for assisting in the execution of financial transactions, such as mergers and acquisitions, initial public offerings (IPOs), and debt and equity offerings. This course provides a comprehensive overview of the investment banking industry, including the history and evolution, core functions, and key players, providing a solid foundation for a career as an Investment Banking Analyst. The course also covers essential techniques used in financial statement analysis, valuation, and risk management, which are crucial skills for success in this role.

See salaries and explore the career path for Investment Banking Analyst

Mergers and Acquisitions Analyst

Mergers and Acquisitions Analysts are responsible for evaluating and executing mergers and acquisitions transactions. This course provides a comprehensive overview of the investment banking industry, including the history and evolution, core functions, and key players, providing a solid foundation for a career as a Mergers and Acquisitions Analyst. The course also covers essential techniques used in financial statement analysis, valuation, and risk management, which are crucial skills for success in this role.

See salaries and explore the career path for Mergers and Acquisitions Analyst

Corporate Finance Analyst

Corporate Finance Analysts are responsible for providing financial advice to corporations, helping them make strategic financial decisions. This course provides a comprehensive overview of the investment banking industry, including the history and evolution, core functions, and key players, providing a solid foundation for a career as a Corporate Finance Analyst. The course also covers essential techniques used in financial statement analysis, valuation, and risk management, which are crucial skills for success in this role.

See salaries and explore the career path for Corporate Finance Analyst

Private Equity Analyst

Private Equity Analysts are responsible for evaluating and investing in private equity funds, which invest in privately held companies. This course provides a comprehensive overview of the investment banking industry, including the history and evolution, core functions, and key players, providing a solid foundation for a career as a Private Equity Analyst. The course also covers essential techniques used in financial statement analysis, valuation, and risk management, which are crucial skills for success in this role.

See salaries and explore the career path for Private Equity Analyst

Venture Capital Analyst

Venture Capital Analysts are responsible for evaluating and investing in venture capital funds, which invest in early-stage companies. This course provides a comprehensive overview of the investment banking industry, including the history and evolution, core functions, and key players, providing a solid foundation for a career as a Venture Capital Analyst. The course also covers essential techniques used in financial statement analysis, valuation, and risk management, which are crucial skills for success in this role.

See salaries and explore the career path for Venture Capital Analyst

Investment Fund Manager

Investment Fund Managers are responsible for managing investment funds, which pool money from investors to invest in various assets. This course provides a deep understanding of the financial markets, various types of securities, and essential techniques used in financial statement analysis and valuation, equipping learners with the knowledge and skills to succeed as Investment Fund Managers. By gaining insights into the core functions of investment banks and the advisory services they offer, learners can better understand the industry landscape and the role of Investment Fund Managers within it.

See salaries and explore the career path for Investment Fund Manager

Financial Analyst

Financial Analysts provide research and recommendations on stocks, bonds, and other financial instruments to help investors make informed decisions. This course provides a deep understanding of the financial markets, various types of securities, and essential techniques used in financial statement analysis and valuation, equipping learners with the knowledge and skills to excel as Financial Analysts. By gaining insights into the core functions of investment banks and the advisory services they offer, learners can better understand the industry landscape and the role of Financial Analysts within it.

See salaries and explore the career path for Financial Analyst

Equity Research Analyst

Equity Research Analysts provide research and recommendations on stocks and other equity investments to help investors make informed decisions. This course covers the essential techniques used in financial statement analysis, valuation, and risk management, which are critical skills for Equity Research Analysts. By gaining an understanding of the core functions of investment banks and the advisory services they offer, learners can better understand the industry landscape and the role of Equity Research Analysts within it.

See salaries and explore the career path for Equity Research Analyst

Financial Risk Manager

Financial Risk Managers are responsible for identifying, assessing, and managing financial risks. This course covers essential techniques used in financial statement analysis, valuation, and risk management, which are crucial skills for Financial Risk Managers. By gaining an understanding of the core functions of investment banks and the advisory services they offer, learners can better understand the industry landscape and the role of Financial Risk Managers within it.

See salaries and explore the career path for Financial Risk Manager

Portfolio Manager

Portfolio Managers are responsible for managing investment portfolios on behalf of clients, making investment decisions, and monitoring performance. This course provides a deep understanding of the financial markets, various types of securities, and essential techniques used in financial statement analysis and valuation, equipping learners with the knowledge and skills to succeed as Portfolio Managers. By gaining insights into the core functions of investment banks and the advisory services they offer, learners can better understand the industry landscape and the role of Portfolio Managers within it.

See salaries and explore the career path for Portfolio Manager

Credit Analyst

Credit Analysts are responsible for evaluating the creditworthiness of borrowers, helping lenders make informed decisions about lending money. This course covers essential techniques used in financial statement analysis and valuation, which are crucial skills for Credit Analysts. By gaining an understanding of the core functions of investment banks and the advisory services they offer, learners can better understand the industry landscape and the role of Credit Analysts within it.

See salaries and explore the career path for Credit Analyst

Commercial Banker

Commercial Bankers are responsible for providing financial services to businesses, such as lending money, managing cash flow, and providing financial advice. This course covers essential techniques used in financial statement analysis and valuation, which are crucial skills for Commercial Bankers. By gaining an understanding of the core functions of investment banks and the advisory services they offer, learners can better understand the industry landscape and the role of Commercial Bankers within it.

See salaries and explore the career path for Commercial Banker

Financial Advisor

Financial Advisors provide financial advice to individuals and families, helping them make informed decisions about their finances. This course covers essential techniques used in financial statement analysis and valuation, which are crucial skills for Financial Advisors. By gaining an understanding of the core functions of investment banks and the advisory services they offer, learners can better understand the industry landscape and the role of Financial Advisors within it.

See salaries and explore the career path for Financial Advisor

Actuary

Actuaries are responsible for assessing and managing financial risks, particularly in the insurance industry. This course covers essential techniques used in risk management, which are crucial skills for Actuaries. By gaining an understanding of the core functions of investment banks and the advisory services they offer, learners can better understand the industry landscape and the role of Actuaries within it.

See salaries and explore the career path for Actuary

Introduction to Investment Banking

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