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Certificate in Investment Banking

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Investment Banking


About Investment Banking
Investment banks underwrite new debt and equity securities for all types of corporations, aid in the sale of securities, and help to facilitate mergers and acquisitions, reorganizations, and broker trades for both institutions and private investors. Investment banks also provide guidance to issuers regarding the issue and placement of stock.

Why is Investment Banking important?
The significance of investment banking companies is
•    Role as an Advisor: Raising capital funds is a tedious task for any organization, where the service of an investment bank comes into play. An investment firm can help sell the company’s shares by determining a good price using sophisticated financial models. Financial analysts look after factors such as earning potential, and the strength of the management team while selling shares. Investment banks offer advice at the time of merger and acquisition by advising the management on how worth the company is and helping in the restructuring of the company.
•    Underwriting Stocks and Bonds: Underwriting is the process wherein the investment banks take financial risk in exchange for a fee. It involves conducting research and assessing the degree of risk involved in insurers’ business. An investment bank buys a certain number of bonds/stocks at a previously discussed price and resells them through an exchange. It is the job of the investment bank to prepare the documentation which must go to the Securities and Exchange Commission before the company can sell any share. Documentation will comprise details such as financial statements, management information, current ownership, and future plans.
•    Other activities: Apart from advising and helping raise money for the companies, investment banks perform other functions as well such as research, trading and sales, asset management, wealth management, and securitized products.

Who should take the Investment Banking Exam?
•    Banking or Finance professionals
•    Banking or Finance managers and senior executives
•    Investment or Banking consultants
•    Any professional with skills and knowledge of investment banking
•    Anyone interested in investment banking

Investment Banking Certification Course Outline
1. Accounting Essentials
2. Financial Markets
3. Financial Analysis
4. Capital Budgeting
5. Valuation
6. Start Up Modeling
7. Mergers & Acquisition:


Certificate in Investment Banking FAQs

You can directly go to the certification exam page and register for the exam.

You will be required to re-register and appear for the exam. There is no limit on exam retake.

There will be 50 questions of 1 mark each

No there is no negative marking

You have to score 25/50 to pass the exam.

The result will be declared immediately on submission.

It will be a computer-based exam. The exam can be taken from anywhere around the world.