IB
Investment Banking
For B.Com, BBA, BMS and MBA students and graduates
Learn how deals are analysed and executed, and the operations that support them, through case studies and hands-on modelling in Excel.
- Financial statement analysis
- Financial modelling in Excel
- Valuation: DCF and comparables
- Mergers & acquisitions basics
- IPOs and capital markets
- Equity research and reports
- Trade life cycle and settlement
- KYC, AML and compliance
Certification path: NISM VIII, XVRoles: IB analyst, research analyst, IB operations
WM
Wealth Management
For graduates and professionals entering advisory and private banking
Learn to understand a client, build a financial plan and recommend suitable products, with role-plays that prepare you for client meetings.
- Mutual funds and investment products
- Personal financial planning
- Asset allocation and portfolios
- Insurance planning
- Retirement planning
- Tax and estate planning (wills, trusts)
- PMS and AIF basics
- Client relationship and selling skills
Certification path: NISM V-A, X-A, X-B, XVII, XXI-ARoles: relationship manager, wealth advisor, MF distributor