Get Started Towards Your Career Growth

Application Deadline: 15th October 2021
Ranked No 1 by: analytics jobs

About the Course

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The objective of this course is to make students to have a successful career and be a global leader who would be able to analyse any complex business situations and come up with strategies, solutions to overcome.

On the successful completion of the program, participants will be awarded an Industry Recognised.

  • Certificate in Investment Banking from DataTrained Education
  • Project Completion Certificate from DataTrained Education
  • LGCA Learning paths and certification

Why Join Investment Banking?

RESUME FEEDBACK

Partnered with Analytics Jobs wherein you get access to their paid resume preparation kit and personal feedback from the industry HR experts. An individual career profile is prepared by our experts so that it suits his/her experience and makes it relevant to a Investment banking role

INTERVIEW PREPARATION

Regular mock HR and Technical interviews by mentors with personal guidance and support. The industry mentor helps students to take projects on Kaggle and move on to the status bar so that their resume looks competitive to the recruiters

PLACEMENTS

We generate the Ability Score of every individual which is then sent to our more than 250 recruitment partner organizations. At last, we organize campus placements every three months in Noida, Gurgaon, Ahmedabad, Bangalore, and Chennai to place our students

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What Our Students have to say?

Gaurav
Mortgage, Specialist, BA Continnum

The journey at Data Trained PG certification in Investment Banking has truly been a memorable one. The fact that DataTrained was able to conduct online classes during the pandemic and was able to explain not only theoretical concepts but also teach the practical working of various concepts so effectively is truly a testament to what a great institute DataTrained is. The dedication of the faculty along with the dedication of the placement team to ensure that each student gets the required head start in the core finance fields of Investment Banking and Valuation is commendable.

Amardeep
Risk Analyst , Barclays

I had an amazing educational experience at Data Trained Education. When I initially joined their Investment Banking program, I was not confident about the course. Soon I get to know that program’s curriculum is up to date and the trainers are wonderfully helpful. I recently got placed at Barclays, where I discovered that everything, I studied at Data Trained has enabled me to perform my job responsibilities well.

Manish
Investor’s clinic

The content (case studies) with which we were taught is the most practical and all are real life-based case studies. More emphasis was given on the practical approach rather than theoretical approach which is the best for the students as they have to face the same when they secure a job in these core finance profiles.

Course Curriculum

Freshers will gain a solid foundation while those with some experience will gain a more structured and hands-on understanding of Investment Banking strategy

  • Using keys instead of mouse in excel
  • Sorting Data and using advanced filters to overcome the limitations of filters
  • Cell Freeze, Row Freeze, Column Freeze
  • Using conditional formatting in excel and making the data look more meaty
  • Linkages used for Financial Modeling
  • Simple excel formulas as sum, product, division, multiplications, paste special, oncatenate Vlook Up/H look up usage of data
  • Match Function
  • Combination of multiple functions in a problem as Vlook +Match, Index+Match, VlookUp and If CAGR Calculation
  • Transpose function
  • Usage of IF function
  • Table functions
  • Pivot Tables
  • IRR Calculation
  • Cell Referencing
  • Interest functions as EMI calculator
  • Sum if, Count if, Sumifs
  • SumProduct Functions
  • Multiple usage of Vlook Function
  • Advanced Excel & PowerPoint
  • Combination of multiple functions in a problem as Vlook +Match, Index+Match, VlookUp and If Offset Function
  • Sensitivity Analysis using different ways
  • Scenario Manager and how to use that in a model
  • Iterative calculations. How to Negate it
  • Using Excel for Statistical Analysis like Correlation, Regression, Variance
  • How to summarize data from different sheets and collating them into a single sheet using Indirect function
  • Rules of creating a bar chart
  • Making pictures as linked objects in excel
  • Making apt chart from the data provided
  • Creating dynamic charts and no need to change the chart every time its prepared
  • Using Name Manager to make charts dynamic
  • Showing multiple charts at the same time in same location using filter
  • Now and Then Analysis chart
  • Waterfall Charts, Thermometer Charts
  • How the charts change using sensitivity analysis
  • Interactivity using Form Controls
  • Practical Application of Formulas and Charting through Creation of Dashboards
  • Advanced excel formulas
  • Conditional formatting
  • Developer tabs
  • Charting including charting tricks using excel formulas
  • Recording Macros
  • Objects and control statements in VBA code
  • Application of macros to Financial modeling
  • Circular reference problem
  • Scenario analysis and Simulation
  • Introduction to Investment Banking
  • Introduction to IB and their Different Business Lines
  • Introduction to financial markets landscape
  • What is a Financial System?
  • Financial Markets Infrastructure
  • How Financial System Works?
  • Functions of Financial System
  • Structure of Financial System
  • Financial Participants
  • Financial Market
  • Financial Instruments
  • Financial Regulator
  • Financial Services
  • Participants in Financial Markets
  • Issuers
  • Investors
  • Regulators
  • Custodians
  • Brokers/Dealers
  • Depositories
  • Clearing Agents
  • Financial Market
  • Features of Financial Market
  • Pricing
  • Economic growth
  • Importance of Financial System
  • Order Driven and Quote Driven Markets
  • Hybrid Market
  • Other Markets
  • Regulatory Agencies
  • SEBI
  • Investment Banks
  • Buy Side and Sell Side
  • What are Preference Shares?
  • Dividend
  • Types of Preference Shares
  • Equity, Stock, and Shares
  • Features of Equity Shares
  • Advantages of Equity Shares
  • Disadvantages of Equity Shares
  • Share Capital
  • Types of Share Capital
  • Authorised Share Capital
  • Issued Capital
  • Market Capitalisation
  • Index
  • Primary Market
  • Features of Primary Market
  • Various Ways of Raising Capital
  • IPO Process
  • Qualifications for Listing IPOs
  • Appointment of IPO Participants
  • Who is a Lead Manager?
  • Functions of Lead Managers in an IPO
  • Registration of the Document
  • Determine the Price of the Issue
  • Allocation of the Shares
  • Secondary Market Stock Exchange
  • Rationale of Secondary Market
  • Major Stock Exchanges in the World
  • Depositary Receipts (DRs)
  • Parties Involved in a Depository Receipt
  • Features of Depository Receipt
  • Types of Depository Receipts
  • American Depositary Receipts (ADRs)
  • Types of American Depository Receipts
  • Global Depositary Receipts (GDRs)
  • Difference between ADR and GDR
  • Indian Depositary Receipts (IDRs)
  • Workflow of IDRs
  • Advantages of Investing in Fixed Income
  • Issuers of Fixed Income Securities
  • Example of Fixed Income
  • Difference Between Equity and Fixed Income (FI)
  • Bond Market and Stock Market Size
  • Types of Fixed Income Instruments
  • Bonds
  • Who Deals with Bonds?
  • Categories of Bonds
  • Types of Bonds
  • Characteristics of Bonds or Bond Terms
  • Reasons for Investing in Bonds
  • Corporate Bonds
  • Government Bonds
  • Zero Coupon Bonds
  • Junk Bonds
  • Convertible Bonds
  • Inflation Indexed Bonds
  • Perpetual Bonds
  • Deferred Bonds
  • Foreign Currency Bonds
  • Callable Bonds
  • Puttable Bonds
  • Bonds and Risk
  • Rates Associated to a Bond
  • Interest Rates
  • Interest Rate and Bond Price Relation with Example
  • Current Yield
  • Yield and Bond Price
  • Difference between Coupon and Yield
  • Yield to Maturity (YTM)
  • Difference between Coupon and Yield
  • Accrued Interest
  • Dirty Price & Clean Price
  • Difference between Equity and Bonds
  • Trade Economics in Fixed Income
  • Securitization
  • Features of the Money Market
  • Major Players in the Money Market
  • Structure of the Indian Money Market
  • Instruments of Money Markets
  • Interbank Lending
  • Interest Calculation
  • Advantages of Interbank Lending
  • Disadvantages of Interbank Lending
  • Trade Economics in Money Markets
  • Treasury Bill (T-Bill)
  • T-Bills: Primary Market
  • Competitive Bids
  • Bidding Process
  • Non-Competitive Bids
  • T-Bills: Secondary Market
  • Commercial Paper
  • Investment Characteristics
  • Certificate of Deposits (CDs)
  • Difference between Certificate of Deposit and Term Deposit
  • Repurchase Agreement (REPO)
  • Haircut or Margin
  • REPO and Reverse REPO Deals
  • Difference between REPO and Reverse REPO
  • Pros and Cons of Money Markets
  • Capital Markets vs. Money Markets
  • Derivatives – An Introduction
  • Financial Investments: A Risky Business
  • Speculating and Hedging
  • Features of Derivatives
  • Value of a Derivatives Contract
  • Role of Speculators
  • Role of Hedgers
  • Types of Derivatives
  • OTC Derivatives
  • Exchange Traded Derivatives
  • Forwards Contract
  • Characteristics of Forwards
  • Liquidity Risk
  • Credit Risk
  • Futures Contract
  • Advantages of Futures
  • Risks Involved in Futures
  • Long and Short Position
  • Difference Between Futures and Forwards
  • Future Contract Standardisation
  • Future Contract Margin
  • Settlement Mode in Futures Contract
  • Elements of a FX Trade
  • Types of FX Rate
  • Fixed Exchange Rate
  • Floating Rate
  • Reserve Currency Board
  • Features of FX Market
  • Market Participants
  • Market Makers
  • Methods of Executing FX
  • Reason for Executing FX Trade
  • PIPS
  • FX Quotations
  • Types of Quotations
  • Market Convention
  • FX Trade Economics and Components
  • Types of FX Trades
  • Non-Deliverable Forwards
  • Exceptions to Dates
  • Currency Nick Names
  • Difference between Gross and Net Settlemen
  • Rules of Netting
  • Definition: Options Contract
  • Definition: Term of Option
  • Pros and Cons of Options Trading
  • Types of Options
  • Difference between Long Call and Short Call
  • Option Types Summary
  • Option Chain
  • Trade Economics of Options
  • Options Styles
  • Other Options Styles
  • Types of Options Payoffs
  • Payoffs
  • Status of an Option
  • Options Pricing
  • Options Premiums
  • Factors Affecting Premiums
  • Introduction to Swaps
  • Swap Agreement
  • Reasons for Trading in Swaps
  • Types of Swaps
  • Terminology
  • Interest Rate Swap
  • Uses of IRS
  • Risks Associated with IRS
  • Interest Rate Swaps: Key Terms
  • Interest Rate Swap Application: Hedging
  • Interest Rate Swap Application: Speculation
  • Types of Interest Rate Swap
  • Basis Swap Application
  • Timeline of an IRS
  • London Interbank Offer Rate
  • LIBOR Rigging
  • Equity Swap
  • Equity Swap Application: Speculation
  • Equity Swap Application: Hedging
  • FX Swap
  • Types of FX Trades: Example
  • Risks in FX Swaps
  • Credit Default Swap
  • Participants in CDS Market
  • Risks Involved in CDS Trading
  • Types of Credit Default Swap
  • Credit Events
  • Failure to Pay
  • Bankruptcy
  • Restructuring
  • Moratorium
  • Credit Default Swap Settlements
  • Recovery Rate
  • Survival Rate
  • Types of Credit Default Swap
  • Trade Life Cycle(TLC) Concepts
  • TLC participants
  • Front office
  • Middle Office
  • Back Office
  • Segregation roles of Front, Middle and Back office
  • Selection of Custodian on TLC
  • Role of Custodian in TLC
  • Services Provided by Front Office
  • TLC and Straight Through processing Flow
  • OTC TLC and Exchange TLC
  • TLC order Management
  • Trade Initiation, Execution and Capture
  • Trade Verification and Validation
  • Trade Enrichment
  • Trade confirmation & Settlements
  • Trade Reconciliation
  • Transaction Reporting
  • Transaction Reporting Methods
  • Risks in TLC
  • Pre-settlement and Post settlement
  • Post settlement Fails management
  • What is asset management?
  • Mutual Funds
  • How to invest in mutual funds?
  • Key players in a Mutual Fund
  • Constitutive Documents
  • Structure of a Mutual Fund
  • Types of Mutual Funds
  • Categories of Mutual Funds
  • Regulatory Framework for Mutual Funds
  • Key points for Mutual Funds Investors
  • Tax benefits of investing in Mutual Funds
  • Strategy for Investing In Mutual Fund
  • Benefits of Investing in Mutual Funds
  • Risks associated with investing in Mutual Funds
  • Fees and Charges associated with Mutual Funds
  • Net Asset Value (NAV)
  • Expense Ratio
  • Fund Manager Report
  • Redemption
  • Expense Ratio
  • Rights & Obligations of Unit Holder
  • Background of AML/KYC
  • Case Studies in Money Laundering
  • Three Stages of Money Laundering
  • Placement and the Methods Adopted
  • Layering and Methods Adopted
  • Need for KYC
  • Customer Acceptance Policy
  • Customer Identification Procedure
  • Due Diligence
  • Monitoring of Accounts and Transactions
  • What is Risk
  • Types of Risk - Market Risk, Credit Risk, Liquidity Risk, Operational Risk
  • How to avoid Market Risk, Credit Risk and Liquidity Risk
  • Major causes of Operational Risk
  • How to Avoid Operational Risk
  • Regulatory Environment
  • Dodd-Frank Act (DFA)
  • European Market Infrastructure Regulation (EMIR)
  • Markets in Financial Instruments Directive (MiFID)
  • Markets in Financial Instruments Directive II (MiFID)

Learn from Top Experts & Faculties From Different Industries

Madhul Agrawal
Assistant Vice President at Citi Bank
Vikas Turkar
Consultant Specialist, HSBC Technologies India
Paras Agnihotri
VP, JPMorgan Chase & Co
Anjali singh
AVP, Finance Operations, Morgan Stanley

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