Last updated on October 23rd, 2024 at 04:42 pm
If you are looking for the best choice and a complete guide for the best investment banking course in Pune, then read along. I promise, in the end, you would be able not only to understand what is investment banking but also to understand what these institutes have to offer.
A disclaimer here is that this list also includes us, however, I assure you that my reviews and my recommendation will not be biased. Moreover, it should really give you a clear picture, of what is best for your career.
Top 6 Investment Banking Courses in Pune by Investment Bankers
If you are looking for the best choice and a complete guide for the best investment banking course in Pune, then read along. I promise, in the end, you would be able not only to understand what is investment banking but also to understand what these institutes have to offer.
A disclaimer here is that this list also includes us, however, I assure you that my reviews and my recommendation will not be biased. Moreover, it should really give you a clear picture, of what is best for your career.
Financial Modelling is a key skill required in the finance industry, specifically where decision making is involved. There are many financial modelling course providers in Pune, let me quickly list it down for you.
– IMS Proschool: Financial Modeling Plus at INR 50,000
-Mentormecareers’s NSE & BSE Certification Financial Modelling Course at INR 45000
-Finxl Financial Modeling course at INR 80,000
-Edpristine’s Financial modeling course
-Data Trained Financial Modeling course at INR 1.4 Lacs
-Imarticus Pune’s Financial Modeling Course at 1.3 Lacs
Significance in the finance industry
Each and every core finance interview and job profile is somewhat linked to decision making. so the Importance of financial models are as follows;
- Financial Planning and analysis: is related to budgeting and forecasting and hence will use financial modeling for forecasting
- Similarly, Equity research which is related to analysing stocks will use financial modeling.
- Decision making in finance
Financial Modelling Course Overview
Let me try to explain, what should be the idea coverage of a financial modelling program, so that you can take the best decision.Each course that you analyse should be analysed not just on the broad coverage of the course to include everything and anything.
However an ideal financial modeling outline will have the following coverage. And this I say after working in the investment banking field for more than 15 years.
Fundamentals of Financial Modelling: Every Course Should Have
So let me get first to the basics that should be a part of the financial modeling course. You can focus on the following framework of coverage;
Technical Skills:Core Topics
- Using excel for financial modelling: like learning tools like logical operators, sum if, data table for sensitivity analysis, and majorly cell referencing,MS Excel for financial modeling.
- Data collection methods :Creating Pivot Tables Advanced financial modeling
- Corporate Finance fundamentals Financial mathematics fundamentals: for example financial functions like present value, net present value, future value, PMT, Per , rate etc.
- Financial Analysis methodsDetailed analysis of Financial Statements (Income Statement, Balance Sheet, Cash Flow Statement): There is no point of learning financial modeling if you don’t have a solid handle on financial statement linkages i.e income statement , balance sheet and cashflow statement,Understanding Credit Rating
- Project Finance Principles & Tax modeling; Financial modeling jobs are plentiful in banks and hence very important for you to learn financial modelling. Also have a good grab on concepts like minimum alternative tax, deferred tax liability, tax loss carry forward,Business model creation,Developing a Debt Schedule
- Equity Valuation: The next important application is equity research or analysing stocks and deriving the intrinsic value of a stock.- Discounted Cash Flow (DCF) analysis
- Relative Valuation techniques
Advanced Topics : Low Priority
There are of course advance topics in financial modeling applications, however you should not focus very high on these. Primarily because these advance topics are rarely ever tested in a real interview scenario.
- Private Equity insights
- Advanced Excel techniques – VBA Macros
- – Real Estate modeling
- Leveraged Buyout (LBO) modeling
Use of case studies for practical learning
Another critical area to look out for while selecting and shortlisting one of these courses is to observe the depth of cases. Usually, in most of the financial modeling courses, the focus is only on template creation. However a true and useful course will focus on deeper aspects of business’s, their revenue drivers, cost drivers etc.
Online courses vs classroom training
Now comes the mode of learning and in this area it’s a personal choice. However in my opinion usually what I have observed is that students in offline classroom training courses, have a very low completion rate. And this happens majorly because of travel time. If I were to choose between offline versus online I would definitely recommend online live training
Certification course benefits:
A major excitement for students and candidates is the aspect of certification. However do remember that unlike IT Certifications where the certification is given by a platform provider like Microsoft, or google. In finance there is no such authority. Ed tech companies will try their best to sell the certifications but believe me the recruiter doesn’t care.
Another aspect is that usually these certifications even from bodies like NSE or BSE are separately available for a very small fee INR 600-700. Hence do not focus or decide basis the certification body.
Explanation of financial modeling courses
Job Roles Using Financial Modeliing As a Skill
Finance Analyst
To make decisions, financial analysts evaluate business, project, or investment finances. They study financial data and prepare reports and forecasts that help companies choose their next steps wisely.
Top Skills: These include problem-solving abilities, knowledge in accounting principles, communication competency, and financial modeling skills.
Duties: Some of the duties involve creating financial models; analyzing financial statements; carrying out research; providing advice on investments.
Career Progression: Senior Financial Analyst —> Finance Manager —> CFO.
Banker for Investments
Summary: Investment bankers aid companies in raising capital and provide strategic advisory services for mergers, acquisitions and other types of financial transactions.
Top Skills: The necessary skills are quantitative ability and analytical mind (including valuation), negotiation skills as well as understanding how markets work within this industry sector.
Duties: Duties may include advising on M&A transactions; managing capital raising activities such as IPOs or private placements etc., conducting due diligence investigations into target businesses/orgs/entities etc., negotiating terms/conditions with sellers/buyers involved in various deals etc..
Career Progression: Vice President – Director – Managing Director
Business Analyst
Overview: A business analyst is responsible for analyzing processes, systems or workflows to improve efficiency by bridging the gap between IT and business operations.
Skills required: problem-solving skillsets with good communication skills also being important.\n\n
Responsibilities: Gathering requirements from stakeholders while at the same time conducting cost-benefit analysis among others which may be deemed necessary based on project scope etcetera.\
Career path: senior BA / Project manager / Business architect.
Portfolio Managers
Overview: A portfolio manager develops strategies that meet clients’ investment goals while overseeing their portfolios. They are often employed by individuals or institutions such as banks, insurance companies et cetera.\
Skills needed: strong knowledge about financial markets coupled with analytical ability and decision making skills.\n\n
Responsibilities: creating investment strategies, conducting research, monitoring portfolios and communicating with clients regarding any changes that may occur along the way.
\n\nCareer path – Senior portfolio managers can become Chief Investment Officers (CIO) or Independent Advisors.
Valuation Analyst
Overview: A valuation analyst determines the worth of assets, companies or investments using different methods of evaluation.
Skills required include strong mathematical and analytical skills alongside attention to detail since valuations follow a systematic procedure which must be adhered to strictly.
Responsibilities: Conducting valuations for different purposes; preparing reports on findings made from analysis done so far; using financial models among other things related to this area.
Career path – Senior Valuation analysts could advance towards managerial roles like becoming Directors of valuation services within organizations dealing with similar work scope.
Equity Research Analyst
Overview: An equity research analyst reviews financial data in order to provide recommendations about stocks as well as securities based on their findings.
Skills needed: Analytical skills are essential throughout this role together with strong communication skills and financial modelling capabilities among others too numerous to mention here.
Responsibilities: analyzing company annual reports; developing forecasts etcetera then writing reports afterwards before presenting them externally or internally within an organization where they work at present moment in time.
Investment Banking Courses in Pune by- Mentor Me Careers
The investment banking operations course offered by Mentor Me Careers, is three months live online training program. Also, it offers the flexibility of studying and preparing for investment banking placements from the comfort of your home.
Now, compared to the big names in this list Mentor Me Careers was established at the end of 2020. Which makes this company, only three years old. However at the same time the institute has been ranked 4.9 on google ratings with a convincing 300 total ratings.
Investment Banking courses in Pune-Course Structure:
Certificate in Investment Banking Operations- Pune
Modules 1Modules 2Modules 3Modules 4Investment Banking FoundationTrade ExecutionSecurities Lending & BorrowingRisk ManagementEquity MarketsTrade AgreementSafe CustodyAnti Money Laundering:DerivativesCustodianCorporate ActionsBasic ExcelFixed Income securitiesSettlement FailureReconciliation:Interview PreparationAsset ManagementSWIFT Excel and Advance Excel English CommunicationCorporate GovernanceInternal Reflection Financial Mathemactics
Investment Banking Course in Pune syllabus
So the four modules mentioned above are the absolute minimums, required to crack technical rounds of interviews.
Course Duration:
Now, unlike long one year or two year courses offered by plenty of investment banking classes in Pune, this course is quick. Hence, you can expect to be giving interviews, long before your course ends.
Investment Banking Course in Pune Fees:
Mentor Me Careers Certificate in Investment Banking course, is priced at
- Live Classes with Placements – 24999+ Taxes
- Live Classes -14999+ Taxes
- Self Paced Plus- 9999+ Taxes
- Self Paced Basic- 4999+ Taxes
So just to summarize what you get in each of these variants is
- Live classes with Placement: Gives you live online lectures with live mentoring and 24 x 7 student support and placements. However, with the live classes alone.
- On the other hand, the two variants of self-paced, differ in whether you have live support from a trainer or not. So the self-paced basic, is just content with only forum support.
Placement:
At the end of the day, what is the point of doing a course if you can’t find opportunities? Mentor Me Career’s investment banking course has the following statistics for placement.
- Assured interviews: provided you complete the course
- 240 Recruiters in Investment Banking Companies
- Top Names like gold man Sachs and Morgan Stanley hire from mentor me careers.
- Average CTC offered to freshers is 4.5 LPA
Location:
Office No 130, 1st Floor, Regus Manikchand, SKY ONE, Lunkad Sky Lounge, Kalyani Nagar, Pune, Maharashtra 411006
CIBOP- Investment Banking Course by Imarticus Pune
Imarticus is a finance institute based out of Mumbai, with offline classes for investment banking course in pune. Now, they offer the following courses related to investment banking.
Course Details
The Certified Investment Banking Operations Professional course, is a four months course to train candidates for operations roles in investment banking.
The modules covered in this course are:
- Introduction to financial markets- 4 Weeks
- Trade lifecycle- 3 Weeks
- Risk Management & Interview Preparation-2 Weeks
So, in total 3 Months of duration
.
Reviews & Ratings
- Imarticus Pune is rated as 4.5 with around 476 google reviews
Course Fee: INR 1,30,000/-
Investment Banking Course in Pune Placements:
Imarticus has no doubt been in this course delivery for a decade, and they definitely have a strong tie-up in Mumbai-based operations companies.
Opinion:
In my opinion, CIBOP program is an excellent program, the only downside is the extremely high price tag.
Loaction in Pune
Building No – 562, Imarticus Learning Pvt Ltd, Congress Bhavan, 5, Congress House Rd, Near, Shivajinagar, Pune, Maharashtra 411005
PGCM in Investment Banking & Capital Markets- IMS Proschool Pune
“>IMS proschool is a division of IMS learning, which offers course in accounting, data science and finance. Now, IMS prsochool doesn’t really offer any course on investment banking operations specifically but they have an extended version of the financial modeling course which is known as Post Graduate Certificate in Management in Investment Banking & Capital Markets.
Course Delivery and Structure
The degree offered here is a
- PG certificate in management offered by AIMA(All India Management association) after 1st year.
- PG diploma in management from AIMA after completing the 2nd year by AIMA.
- Classroom training in Shivaji Nagar, Pune
Course Coverage in the Investment Banking Course
Term 1
- Problem Solving in Excel
- Business Communications
- Business Statistics
- Introduction to IT Systems
- Visualization in Tableau & PowerBI
- Financial markets
Term 2
- Financial Performance & Analysis
- Financial Management
- Business Economics & Industry Analysis
- Project Finance & Equity Modeling
- Business Analysis, Valuation & Pitch book
- Business Simulation
Course Fees: INR 1,80,000
Reviews & Ratings:
IMS Proschool Pune has been rated 4.4 with 556 Google reviews to date.
Placements:
I couldn’t really find any solid evidence on placements from this program, however, their overall placements data is given here.
Opinion:
I felt there was some confusion about what exactly this program give. On observing their FAQs mentioned in the website.
Location:
5th Floor, Surya Bhavan, Bldg, Fergusson College Rd, opp. Lalit Mahal Hotel, Shivajinagar, Pune, Maharashtra 411005
What is the PGP- Investment banking and capital markets?
The PGP-IBCM program is a 12 months classroom program offered by Proschool in association with Jain University.
Here it mentions that the course, is from Jain university, while on the AIMA it mentions that its from AIMA.
On successful completion of Year 1, you would receive a Post Graduate Certificate In Management (PGCM); and at the end of Year 2, you would receive a Post Graduate Diploma In Management (PGDM). Both the qualifications are AICTE approved and awarded by AIMA.
Morevover, the AIMA website mentions 2 years program, but this course website mentions one year only. So, is the fees for 1 year or 2 year at the moment is not clear.
Another critical confusion,is the name of the program itself, I could find utter confusion with what is the name of this program at the first place.
- PGPIBCM
- PGCM
- PGDM
Hence, the conclusion for now is that students need to get this information from the institute before enrolling on what they are paying for.
Certificate in Investment Banking( CIB)- Edu Pristine
Edupriste Pune offers a 100 hrs course on investment banking, names as CIB.
The entire course modules includes:
Course Coverage of CIB By Edupriste
Module 1: Financial Modeling includes topics, such as:
- Basics of MS Excel
- Advance Excel Functions
- Valuation and Modeling (Case Study on FMCG)
- Company and Project Valuation
- Merger and Acquisitions (Microsoft – LinkedIn case)
- MACROS I
- MACROS II
- Accenture Case Study and
- Charting
Module 2: Chartered Financial Analyst includes the following topics:
- Ethical and Professional Standards
- Quantitative Methods
- Economics
- Financial Reporting and Analysis
- Corporate Finance
- Fixed Income and Derivatives
- Alternative Investments and
- Portfolio Management
Module 3: Data Visualization includes the following topics:
- Data Visualization Process: Tableau
- Financial Reporting and Analysis – Dashboard best practices
- Calculation on Tableau and
- Comparing measures against goals
Module 4: Workshop on Investment Banking includes the following topics:
- Workshop on Equity Research and Report writing
- Workshop on Project Finance
- Monte Carlo Simulation and
- Workshop on Investment Banking
Course Fees:
It is currently unclear, if this course is for retail or corporate students only. Since, it falls under custom training. Hence the fees is not mentioned.
Reviews & Ratings:
EduPristine as a 3.7 Rating with only 97 Reviews
Opinion:
Edupristine used to be a big name in finance training, but at the moment the reviews given by students and the overall google rating is 3.7.
Investment Banking Training- Finxl
Finxl is an education institute based out of pune, which gives courses in power point, financial modeling and investment banking.
Course coverage: Overall the courses has 5 Modules
- Excel
- Financial reporting
- Finance fundamentals
- Equity Research
- Financial modeling and valuation
Course Fees & Mode:
The course is self paced content with support and is price at INR 20000.
Reviews & Ratings:
The finxl Institute is rated as 4.7 on Google with 129 reviews
Opinion:
The only thing which is not clear, is if this course is a only content or live classes. Unless that is clear its difficult to give a verdict
PG program in Investment Banking- Data Trained
Data trained Is an online training institute founded in 2012, which offers courses in all segments. However, since we are only concerned with with investment banking course. So, lets look at the course details.
Course Coverage:
So, following are the modules that this course covers;
- Investment Banking foundation
- Financial Markets
- Cash & Fixed Income
- Derivatives
- Trade life cyle
- Risk & Regulation
- Excel
- Financial Modeling
In my opinion, the mix of financial analysis content with investment banking operations looks a little out of place.
Course Duration:
The institute claims to cover this course in 6 months but the FAQ’s suggest that the course runs for 6 weeks.
Course Fees:
The course is priced at INR 1,40,000/-
Reviews & Ratings:
Data trained as a 4.1 google rating with 129 Reviews
Placement Record:
It’s unclear in the website the total palcements done by company in specific courses.
Opinion:
At a price tag of INR 1,40,000/- , the course definitely is expensive for just six weeks of training and no clear placement record.
Conclusion on Investment Banking Courses in Pune List
I hope, this article helped you in getting a summarized look at the various investment banking courses in Pune. If you have any queries, please feel free to get in touch us with us at mento me careers.
The Major Institutes Providing Financial Modelling Courses in Pune are;
- – IMS Proschool: Financial Modeling Plus at INR 50,000
- -Mentormecareers’s NSE & BSE Certification Financial Modelling Course at INR 45000
- -Finxl Financial Modeling course at INR 80,000
- -Edpristine’s Financial modeling course
- -Data Trained Financial Modeling course at INR 1.4 Lacs
- -Imarticus Pune’s Financial Modeling Course at 1.3 Lacs
