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Diploma in Finance and Investment Banking

Indian : Rs.22000
International : $367
INTRODUCTION

If you want to get into Corporate Finance where you are going to advice companies on raising money, stock price analysis etc or if you want to get into brokerage house and deal with the stock markets or the various financial products like loans, derivatives, mutual funds etc then you should do the  Diploma in Finance and Investment Banking course.

OBJECTIVE
  • Learn Financial Modeling, Company Valuation, Capital Markets, Financial Planning
  • Use Excel as financial modeling, planning & analysis tool
  • Get exposed to industry case studies and best practices taught by Wall Street Investment Bankers
  • Differentiate from your peers by earning a Certificate in industry relevant skills
  • Get career assistance by interacting with industry bankers who will guide you with your interviews and job search
  • Answer interview questions more confidently and be technically proficient.
POTENTIAL CAREER
  • Financial Analyst or Associate in Investment Banking or Corporate Banking divisions of companies such as Morgan Stanley, Credit Suisse, ICICI etc.
  • Equity Research Analyst in Brokerage houses and independent research firms such as Deutsche Bank, Edelweiss, Reliance Mutual Fund, Karvy, Motilal Oswal etc.
  • Business Analyst in Management Consulting firms such as McKinsey, Bain etc.
  • Credit Analyst in various credit agencies such as CRISIL.
  • Strategy Executive in Corporate Finance departments of large companies such as Tata, Reliance, Airtel etc.
  • Project Finance Analyst in various financial institutions such as ICICI, Kotak etc.
CONTENT

CORPORATE FINANCE: INVESTMENT BANKING: INTRODUCTION TO INVESTMENT BANKING

  • Lifecycle of a Company
  • Why Corporate Finance

CORPORATE FINANCE: INVESTMENT BANKING: THE COMPANY AND ITS FINANCIAL STATEMENTS

  • Revenue and Gross Margin
  • Operating Expense and Net Income
  • Gross and Net Margin Explained
  • Advanced Income Statement
  • Revenue Recognition
  • Expense Recognition
  • Analyzing Dominos Income Statement – revenue and Margins
  • Analyzing Dominos Income Statement – Debt and Interest
  • Balance Sheet Basics – Assets
  • Balance Sheet Basics – Liabilities and Net Worth
  • Financial Crisis of 00
  • Dominos Pizza’s Balance Sheet
  • Analyzing Dominos Pizza’s Balance Sheet
  • Working Capital and Debt/Equity ratio and Return on Net Worth
  • Cash Flow Statement Basics
  • Building a Cash Flow Statement
  • Capex
  • Depreciation and Amortization
  • Taxes
  • Building a  Statement Model
  • Financial projections
  • Financial Projections for a TV channel

CORPORATE FINANCE: INVESTMENT BANKING: THE SHARE AND VALUATION

  • Shares
  • Earnings per Shares
  • Private and Public Companies
  • Book Value and Market Value
  • P/E Ratio
  • Time value of Money
  • Net Present Value
  • Weighted Average Cost of Capital
  • Discounted Cash Flow
  • Comparable Trading Analysis
  • Comparable Acquisition Analysis

CORPORATE FINANCE: INVESTMENT BANKING: RAISING MONEY

  • Raising Money – Early Stage
  • Raising Money – Late Stage
  • Pre and Post Money Valuation
  • Equity Versus Debt
  • IPO
  • IPO Valuation
  • How to raise money using Debt
  • Types of Debt
  • Debt Yield
  • Debt Ratios and Ratings
  • Capitalization Structure
  • Basic M&A with SBC-AT&T Acquisition Example
  • Advance M&A – Accretion and Dilution
  • Advanced M&A – Goodwill, M&A Arbitrage
  • AT&T – SBC Merger
  • Introduction to Venture Capital and Termsheet
  • Termsheets – Liquidation Preference – Drag Along
  • Advanced Venture Capital and Termsheet

CORPORATE FINANCE: CAPITAL MARKETS: FINANCIAL INSTITUTIONS: INSTRUMENTS AND MARKETS

  • Why Financial Markets
  • Assets and Liabilities
  • The Concept of a Balance Sheet
  • Market Classifications
  • Market Intermediaries
  • Bid and Ask Price
  • Stock Exchanges
  • Long and Short Positions
  • Orders

CORPORATE FINANCE: CAPITAL MARKETS: EQUITY CAPITAL MARKETS

  • Nature of Equity
  • Book Value and Market Value
  • Stock Splits and Reverse Splits
  • Stock Dividends
  • Voting Rights and Preferred Shares
  • Convertible Preferred Shares

CORPORATE FINANCE: CAPITAL MARKETS: BONDS AND DEBT CAPITAL MARKETS

  • Plain Vanilla Debt
  • Valuation of a Coupon
  • Par, Discount and Premium Bonds
  • Zero Coupon and Floating Rate Bonds
  • Callable and Puttable Bonds
  • Yields
  • Rating Agencies

CORPORATE FINANCE: CAPITAL MARKETS: MUTUAL FUNDS AND PENSION FUNDS

  • Mutual Fund Basics
  • Open-End and Closed-End Funds
  • Net Asset Value (NAV)
  • Loads
  • Expense Ratio
  • Categorization of Funds
  • Exchange Traded Funds

CORPORATE FINANCE: CAPITAL MARKETS: DERIVATIVES OVERVIEW AND PRICING

  • Forward Versus Futures Contracts
  • Forward Versus Futures Exchanges
  • Call and Put Options
  • Hedgers
  • Arbitrageurs
  • The role of futures and options markets
  • Value at Risk (VAR)
  • Margins and marking to market
  • Clearinghouse
  • Introduction to Options
  • Exercising Options
  • Rights and Obligations
  • Put-Call Parity
  • Naked Call
  • Long Put

CORPORATE FINANCE: CAPITAL MARKETS: FOREIGN EXCHANGE

  • Spot Exchange
  • Bid and Ask Quotes
  • Forex Arbitrage
  • Forward Market
  • Synthetic Rate

PERSONAL FINANCE: FINANCIAL PLANNING: INTRODUCTION TO FINANCIAL PLANNING

  • Why Financial Planning
  • Different Asset classes

PERSONAL FINANCE: FINANCIAL PLANNING: CONCEPT OF FINANCIAL PLANNING

  • Client Questionnaire
  • Assets and Liabilities
  • Short-term and long-term goals
  • Time Value of Money (TVM)
  • Calculating monthly savings to achieve a financial goal
  • Net Surplus and Savings Ratio
  • Current Ratio and Liquidity Ratio
  • Cash Flow Statement
  • Strategic and Tactical management

PERSONAL FINANCE: FINANCIAL PLANNING: MANAGING INVESTMENT RISK

  • Systematic and Unsystematic Risks
  • Reinvestment, Interest rate, Purchasing power, Liquidity risk
  • Exchange rate, Tax rate, Inflation risk
  • Alpha, Beta
  • Variance, Standard Deviation

PERSONAL FINANCE: FINANCIAL PLANNING: MEASURING INVESTMENT RETURNS

  • Real return
  • Annuity
  • Lump sum, monthly and yearly EMI calculations
  • Calculating Loan EMI’s using CMPD
  • PERSONAL FINANCE: FINANCIAL PLANNING: INVESTMENT VEHICLES
  • Small Savings Schemes
  • Fixed Income and Mutual Fund
  • Equities - Fundamental and Technical Analysis
  • Derivatives - Call and Put options

PERSONAL FINANCE: FINANCIAL PLANNING: INVESTMENT STRATEGIES

  • Active and Passive
  • Asset Allocation - Strategic and Tactical
  • Covariance
  • Correlation Coefficient, Beta
  • Systematic Investment Plans

PERSONAL FINANCE: FINANCIAL PLANNING: INSURANCE PLANNING

  • Basics of Insurance
  • Characteristics of Insurance
  • Requirements of Insurance
  • Endowment, Whole life plans, Money back policy
  • Pension, Term plan, ULIP, Non-Life, Health, Motor
  • Human life value
  • Needs Based Approach

PERSONAL FINANCE: FINANCIAL PLANNING: RETIREMENT PLANNING

  • Inflation
  • Real Return
  • Expense and Income method
  • Defined Benefits and Defined Contribution
  • Gratuity
  • PPF
  • Pension
  • Annuity

PERSONAL FINANCE: FINANCIAL PLANNING: TAX PLANNING

  • Direct and Indirect Taxes
  • Tax deductions
  • Tax exemptions
  • Heads of Income and Taxable Income
  • Tax Slabs

PERSONAL FINANCE: FINANCIAL PLANNING: DEBT MUTULA FUNDS

  • Introduction
  • Overview of Debt
  • Interest Rates and Duration
  • Participants in the Indian Debt Market
  • Securitization
  • Credit Rating
  • Risk Factors & Mutual Fund
  • Money Market Funds
  • Debt Mutual Funds
  • Mutual Fund Terminologies

MICROSOFT EXCEL: INTRODUCTION

  • Introduction to Microsoft Excel
  • How to format cells to make them look more professional
  • How to manipulate rows and columns
  • How to format numbers
  • How to format currency and date
  • How to perform calculations in Excel - Add, Subtract, Multiply, divide
  • How to use the Max, Min and IF functions
  • How to use Filter and Sort to work with large data sets
  • How to combine multiple cells using Concatenate
  • How to locate values in a table using VLOOKUP
  • How to generate graphs to make data more presentable

 MICROSOFT EXCEL: HR PROFESSIONALS

  • Structure a hiring and compensation plan
  • Calculate salaries and departmental costs
  • Generate graphs to depict hiring and compensation plan

 MICROSOFT EXCEL: MARKETING PROFESSIONALS

  • Marketing Plan framework and Budget Allocation
  • Customer acquisition funnel and Customer Acquisition Cost (CAC)
  • Offline marketing plan
  • Marketing plan summary
  • Analyzing the marketing plan
  • Generate graphs to depict marketing data
  • Structure a Customer Analytics plan to identify customer metrics and identify trends
  • Make decisions using customer data

MICROSOFT EXCEL: PROJECT MANAGEMENT PROFESSIONALS

  • Structure a Project Management Plan with tasks, owners, deadlines
  • Tracking Status
  • Structure a MIS / Operations Dashboard to track the status of various projects
  • Compare project status to budgets

MICROSOFT EXCEL: SALES PROFESSIONALS

  • Structure a sales plan
  • Structure an account plan with ownerships, deadlines and status

ACCOUNTING: TALLY: BASICS OF ACCOUNTING

  • Principles of Accounting
  • Double Entry System and Basic Documents

ACCOUNTING: TALLY: TALLY BASICS

  • Company Setup
  • Alter and Shut a Company
  • Creating Accounting Masters

ACCOUNTING: TALLY: INVENTORY MANAGEMENT

  • Inventory Masters
  • Groups, Measures and Stock Items
  • Stock Summary, Analysis and Reports

ACCOUNTING: TALLY: CONTRA VOUCHER

  • Credit Notes and Contra Voucher

ACCOUNTING: TALLY: PURCHASE PROCESS

  • Purchase Process Cycle and Purchase Order
  • Receipts Note and Rejections Out
  • Purchase Voucher, Debit Note and Payment Voucher
  • Pre Closure of Orders

ACCOUNTING: TALLY: SALES PROCESS

  • Sales Order, Rejections, Delivery Note and Rejections In
  • Sales Invoice and Credit Note

ACCOUNTING: TALLY: RECEIPTS AND VOUCHERS

  • Receipt Vouchers, Bill-wise details and Pre-Closure
  • POS Invoice

ACCOUNTING: TALLY: PRICING

  • Price List, Price Levels and Recording Invoices

ACCOUNTING: TALLY: REORDER LEVELS

  • Minimum order quantity, Reorder Status

 ACCOUNTING: TALLY: FINANCIAL REPORTS

  • Configuring the Balance Sheet, P&L
  • Configuring Trial Balance, Daybook and Outstanding Statements

ACCOUNTING: TALLY: INVENTORY REPORTS

  • Stock Summary and Valuation
  • Purchase and Sales Bills Pending Reports

 ACCOUNTING: TALLY: COST CENTERS AND COST CATEGORIES

  • Activation, Creation and Applying to Ledger Accounts

 ACCOUNTING: TALLY: BUDGETS

  • Enable, Create and View Budget Reports; Analyse Variance

ACCOUNTING: TALLY: SCENARIOS

  • Creating Scenarios and Non-Accounting Vouchers

ACCOUNTING: TALLY: MULTI CURRENCY

  • Setting New Currency and Creation of Ledgers
  • Altering Foreign Currency Master

ACCOUNTING: TALLY: INTEREST CALCULATION

  • Setup Interest Calculation
  • Interest Calculation in Advanced Mode

ACCOUNTING: TALLY: BANKING AND CHECK MANAGEMENT

  • Cash Book, Deposit Slip, Reconciliations
  • Generating and Printing Checks, Deposit Slips

ACCOUNTING: TALLY: SECURITY CONTROL AND TALLY AUDIT

  • Security Control and Tally Audit

 ACCOUNTING: TALLY: STOCK TRANSFERS, MANUFACTURING JOURNALS AND BOM

  • Stock Transfers, Manufacturing Journal & BOM

ACCOUNTING: TALLY: TDS – TAX DEDUCTION AT SOURCE

  • Enable and Record TDS

ACCOUNTING: TALLY: SERVICE TAX

  • Create Service, Purchases, Sales, Party and Tax Masters
  • Creating Duty Masters

ACCOUNTING: TALLY: VAT

  • Create Purchase, Sales and VAT Masters

ACCOUNTING: TALLY: EXCISE FOR DEALERS

  • Creating Party, Purchase, Sales and Tax Masters
  • Creating Tariff Classification, Excise Purchase and Sales Voucher
CONTENT MODE

This is an online course taught using recorded videos - In the videos you will see the faculty teaching and building financial models from scratch using Excel.

REQUIREMENTS

There is no such eligibility criteria required - this course assumes you have no background in finance and accounting. This course starts from the basics of finance and accounting and slowly builds into advanced topics. You need an internet connection to access the course.

WHAT AM I ABLE TO GET OUT OF THIS COURSE

The biggest advantage of this course - is you get to interact with world class faculty - just by interacting with them you learn a lot - whenever you have any doubts or need guidance - you can schedule a phone call with the faculty.

ADDITIONAL SUPPORT
  • We provide assistance by connecting you to our expert industry faculty who are investment bankers themselves and have worked for firms like Goldman Sachs, Merrill Lynch and CSFB.
  • You can interact with them and learn about different jobs in detail and they’ll gladly assist you in helping you re write your resume, give you job tips, tell you about current job vacancies, how to apply, take your mock interview etc.
Frequently Asked Questions

Why do I need the DeZyre's Diploma in Finance and Investment Banking?
Jobs in Banking and Capital Market are extremely competitive. There are thousands of well qualified applicants for every open position. This DeZyre's Diploma in Finance and Investment Banking will significantly improve your chances of a successful career since you will learn the exact skills that industry is looking for.  The best financial industry experts will teach you using real-life industry case studies, current events and personal experience. At the end of this course you will have a confident grasp of the technical of financial modeling, valuation, financial ratios, tally, equity, debt, derivates, forex and mutual funds. You will be able to apply for jobs that involve Investment Banking, Equity Research, Financial Planning, Portfolio Management etc.

How do I study this Diploma in Finance and Investment banking course online on DeZyre.com?
Step 1 – Enroll and pay for the course by clicking on the “Take this course” button.
Step 2 - Once you enroll for the course, we will email you a username and password.
Step 3 - Once you login, you will see all the course modules. Each module has a video, where you can see the faculty explaining the various concepts using Excel and Powerpoint. The faculty will work-out the various analysis and problems in the video for your easy understanding.

What is the duration of the Diploma in Finance and Investment banking?
Most of our students finish the course in 6 months. You can login whenever you are free and complete a few modules a day. You can finish it faster if you do more modules every day.

How do I contact the faculty to clear doubts?
When you have any doubts in the course content, you have 2 options to get them clarified –
  • Post you questions on the discussion board by clicking “Ask a Question”. Faculty will reply immediately.
  • Schedule a phone call with the faculty to clear your doubts.
What is the format of the Diploma in Finance and Investment banking exam?
The exam is an online multiple choice exam and consists of 100 questions that should be completed in 2 hours. The passing score on the examination is 60%. There is no negative marking.

For how long is my DeZyre login and password valid to access my portfolio management course?
Once you have enrolled for the course, there is no validity or end date. You can access your course contents anytime, even after you finish your final exam.

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BINNY MATHEWS

  • Binny's expertise is in Corporate Finance, Online Education and Entrepreneurship. 
  • He is currently the Co-founder of Dezyre.com and is responsible for all Sales, Business Development and Course Development.
  • Prior to Dezyre.com, Binny was a Sales and Business Development Manager at QuinStreet - one of the world’s leaders in online education. At QuinStreet, Binny was responsible for US$14 million in P&L and ownership over QuinStreet’s primary clients. He also was responsible for coordinating between the technology, creative and media teams to help clients achieve their online marketing goals.
  • Prior to QuinStreet, Binny was a Senior Analyst in the Investment Banking Division at Credit Suisse (New York & San Francisco) working with clients in Media and Technology. At Credit Suisse he worked on transactions over US$25 billion including the SBC-AT&T Merger, Dice.com IPO and First Solar IPO apart from advising clients such as Comcast, Tribune, Global Crossing, eBay, Yahoo, Comcast and Level 3.
  • Binny graduated with a M.S in Computer Science and Engineering from Washington University in St.Louis, where he was a Graduate Student Representative. At WashU, Binny worked on an Image Sensor module that was part of a space mission. He graduated with a B.S in Computer Science from SRM University where he was President of the Computer Science Association.
  • Originally from Chennai, Binny is passionate about education and used to teach entrepreneurship to New York City school kids. He was also the New Member Recruiter and Fundraiser for ‘Asha for Education’ - a non-profit focused on education and career development projects in India.

Highlights

  • Investment Banker, Credit Suisse, New York & San Francisco
  • Sales and Business Development Manager – Quinstreet – World leader in online education
  • M.S in Computer Science, Washington University in St.Louis

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