Online Class: Investing 301 — Investment Banking

Explore the art of investment banking in this course, where financial strategies transform corporate fates and create industry legends. From mergers and acquisitions to mastering global markets, you'll gain the acumen to thrive amidst economic upheaval and guide financial destinies.

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  • 15
    Lessons
  • 17
    Exams &
    Assignments
  • 9
    Hours
    average time
  • 0.9
    CEUs
 
 
 

Course Description

Embark on a captivating journey through the intricate web of investment banking, as we illuminate the shadowy corners and demystify its arcane processes. While the term "bank" might evoke images of a standard financial institution, an investment bank stands apart, playing dual roles of both the master strategist advising corporations and the conduit linking eager investors to corporate aspirations.

This course promises not just a deep dive into the nuances of investment banking, but an exploration into its very soul. Delve into the art and science of mergers and acquisitions, the strategies behind restructuring, and the myriad bold moves that propel companies to global prominence. Remember, each investment bank, like a character in an epic tale, has its unique flavor, ethos, and strengths, but the core tenets remain universal.

As we traverse this enlightening path, we'll recount tales from history, tackle challenges head-on, strategize using time-tested tactics, and paint a holistic picture of the industry's vast landscape. Investment banking, though seemingly an enigmatic fortress, can be deciphered into fundamental financial tenets, and we'll guide you every step of the way.

In today's rapidly evolving economic landscape, brimming with unprecedented challenges and opportunities, financial acumen isn't just an asset; it's a necessity. From navigating the aftermath of global financial upheavals to riding the wave of meme stock surges, the informed individual stands tall, unswayed by the tumultuous ebb and flow of global economies.

Embracing this knowledge arms you with the foresight to shape your financial destiny, influence corporate trajectories, and elevate those in your professional and personal circles. Whether you're steering a business, charting a career path, or simply looking to be a beacon in financial discussions, this course is your compass.

We're not just imparting knowledge; we're crafting financial wizards. Equip yourself with this invaluable toolkit, and the world of investment banking will no longer be a maze, but a playground awaiting your mastery. Your journey to becoming an informed financial maven begins here. All you need to do is take that first step.

  • Completely Online
  • Self-Paced
  • 6 Months to Complete
  • 24/7 Availability
  • Start Anytime
  • PC & Mac Compatible
  • Android & iOS Friendly
  • Accredited CEUs
Universal Class is an IACET Accredited Provider
 
 

Course Lessons

Average Lesson Rating:
4.93 / 5 Stars (Average Rating)
"Extraordinarily Helpful"
(46 votes)

Lesson 1. Understanding Investment Banking

Investment banks offer financial services that include advising clients like corporations and governments to enhance their capital via techniques such as underwriting. To excel, investment bankers need strong interpersonal and negotiation skills, often working long, demanding hours in a hierarchical structure similar to other financial sectors. Additional lesson topics: The Basics of Underwriting; What is Investment Banking? 11 Total Points
  • Review Practice Worksheet: 9770581rz57282.png
  • Complete Assignment: An Introduction
  • Assessment: Lesson 1 Exam

Lesson 2. Investment Banking: From Merchants to Modernity

Investment banking traces back to early merchant cultures but has transformed remarkably over time, especially in the last century as its legal and functional landscapes evolved. Initially diverse and expansive, early investment banks have scaled globally, influenced by periods of regulation like the Glass-Steagall Act and recent Dodd-Frank legislation. Additional lesson topics: A Brief History of Investment Banking; Equity Financing; What Was the Glass-Steagall Act?; Standardization of Investment Banking; Debt Security; Investing Guide; The Rise of Investment Banking; Dodd-Frank Act 10 Total Points
  • Assessment: Lesson 2 Exam

Lesson 3. When Investment Banking Stumbles

Key financial events such as the Panic of 1907 and the 1929 crash underscore the importance of strict banking regulations to maintain market stability. Learning from past mistakes helped mitigate the impacts of the 2007-08 crisis, emphasizing the value of historical economic insights. Additional lesson topics: What is the purpose of the Federal Reserve System?; The Panic of 1907; What is CORNERING THE MARKET?; Data Protection Requirements of the Gramm-Leach-Bliley Act in ; Subprime Mortgage 9 Total Points
  • Assessment: Lesson 3 Exam

Lesson 4. The Three Pillars of Investment Banking

Front office roles in investment banks focus on client interaction and revenue through investment banking, sales, and trading, with pitch books playing a key role in client decision-making. Middle and back offices support these efforts with risk management and operational support to ensure successful transactions. Additional lesson topics: Typical Hierarchy of Investment Banks; Guide to Managing Conflicts of Interest in Investment Banking 10 Total Points
  • Assessment: Lesson 4 Exam

Lesson 5. Streamline and Collaborate: The New Mantra for Survival

Surviving the economic challenges post-crisis requires investment banks to focus on core competencies and integrate new technologies. Leadership plays a crucial role in navigating these changes, fostering cost efficiency and agile adaptation. Additional lesson topics: The AI revolution comes to investment banking; What are all the challenges investment bankers face?; Investment Banking current and future challenges and changes 10 Total Points
  • Assessment: Lesson 5 Exam

Lesson 6. Investment Banking Hurdles: Strategic Solutions Explored

Location decisions for investment banks hinge on market goals, requiring careful alignment with regional or global opportunities. Weighing pros and cons of different hubs aids firms in maximizing business and talent acquisition strategies. Additional lesson topics: What Is an Investment Banker's Role in the Stock Market?; What Do Investment Banking Clients Really Want?; The Roles of Investment Banks 10 Total Points
  • Assessment: Lesson 6 Exam

Lesson 7. Locating Success: Strategic Hubs in Banking

The digital transformation in investment banking demands that firms enhance their client experience while avoiding over-reliance on tech solutions, ensuring that human interaction retains its value. Effective use of AI should support, not replace, traditional client engagement methods. Additional lesson topics: Financial Technology; Mastering the investment research process 10 Total Points
  • Assessment: Lesson 7 Exam

Lesson 8. How Do Investment Bankers Sell Companies?

Investment bankers play a crucial role in facilitating company sales, often achieving higher prices and smoother transactions. Their process involves evaluating business value, strategizing and identifying potential buyers, and expertly managing negotiations and documentation. Additional lesson topics: Hire an Investment Banker when Selling Your Business; Stages of Selling A Company 10 Total Points
  • Assessment: Lesson 8 Exam

Lesson 9. M&A Essentials: Financial Strategies Explored

Mergers and acquisitions involve five key steps: self-assessment, target company research, due diligence, negotiation, and integration, aiming for a mutually beneficial agreement. Failures often arise from mismatches between companies, poor execution, or overconfidence in projections, underlining the complexity and high stakes involved. Additional lesson topics: What investment bankers do in mergers; Mergers and Acquisitions M and A 10 Total Points
  • Assessment: Lesson 9 Exam

Lesson 10. The Dynamics of Fixed Income: Strategies for Stability

Money market funds invest in short-term government and company debts, offering security against fluctuating interest rates and providing quick liquidity. They maintain market stability, serving investors seeking minimal risk exposure while preserving capital. Additional lesson topics: Fixed Income Trading; Fixed Income Types 10 Total Points
  • Assessment: Lesson 10 Exam

Lesson 11. Profits and Perils of Leveraged Buyouts

Investment banking plays a crucial role in LBOs by providing valuation analyses that guide potential financial strategies and return expectations. These analyses help assess the viability of acquiring candidates with favorable characteristics like low debt, steady cash flow, and market maturity for optimal financial outcomes. Additional lesson topics: Leveraged Buyouts; Debt vs Equity Financing 10 Total Points
  • Assessment: Lesson 11 Exam

Lesson 12. Risk and Reward: Understanding DCF Assumptions

This lesson explains how discounted cashflow analysis can be used to project a company's future value, underpinned by the concept of the time value of money. Despite its precision, the method's reliability can be questionable if built on unsound assumptions or single valuations. Additional lesson topics: Guide to the Discounted Cash Flow DCF Formula; Discounted Cash Flow Analysis; What Is a Discounted Cash Flow DCF ? 10 Total Points
  • Assessment: Lesson 12 Exam

Lesson 13. Financial Statements: A Beginner's Guide

Income statements focus on operational success by outlining revenue and expenses, ultimately leading to net income, a key indicator of profitability. Earnings per share provide an abstract view of profit distribution, although real-world reinvestments often deviate from this notion. Additional lesson topics: Reading a Financial Report; Cash Flow Statement; Making Sense of Financial Statements 10 Total Points
  • Assessment: Lesson 13 Exam

Lesson 14. Stock Basics for the Long-Term Investor

Investing in stocks can be profitable if one adopts a long-term, patient approach, while ignoring the daily market fluctuations often hyped by media. Through diverse portfolios and fundamentals, investors weather market cycles, where bull and bear runs symbolize broader economic trends. Additional lesson topics: Stock Market Basics; What Is the Stock Market and How Does It Work?; Bull Vs. Bear Market 10 Total Points
  • Assessment: Lesson 14 Exam

Lesson 15. Future-Proofing Investment Banking

Facing competitive pressures and diminishing traditional revenue streams, investment banks must adopt cutting-edge technology and reevaluate their strategies. Fintech offers the potential to revolutionize operations, drive innovation, and secure a foothold in the increasingly digital financial ecosystem. Additional lesson topics: Investment Banking Interview Questions 80 Total Points
  • Lesson discussions: End of Course Poll; Program Evaluation Follow-up Survey (End of Course); Course Comments; Reasons for Taking this Course
  • Assessment: Lesson 15 Exam
  • Assessment: The Final Exam
220
Total Course Points
 

Additional Course Information

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Course Title: Investing 301: Investment Banking
Course Number: 9770581
Lessons Rating: 4.93 / 5 Stars (46 votes)
Languages: English - United States, Canada and other English speaking countries
Availability: Enroll in this course from any U.S. state, including California, Texas, Florida, New York, Pennsylvania, Illinois, Ohio, and Georgia. The course is also accessible to learners in English-speaking countries such as the UK, Canada, Ireland, Australia, and South Africa.
Last Updated: April 2024
Course Type: Self-Paced, Online Class
CEU Value: 0.9 IACET CEUs (Continuing Education Units)
CE Accreditation: Universal Class, Inc. has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).
Grading Policy: Earn a final grade of 70% or higher to receive an online/downloadable CEU Certification documenting CEUs earned.
Assessment Method: Lesson assignments and review exams
Proctor: UniversalClass Instructional Team
Syllabus: View Syllabus
Course Fee: $120.00 U.S. dollars

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