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Finance & Fintech

For Chief Financial Officers: 10 Ways To Improve Strategic Planning Before It’s Too Late

Posted on by Imarticus Learning

A Chief Financial Officer (CFO) is a higher executive of a company who has to manage the finances of the company and make budgetary decisions. It involves huge strategic planning. The strategic finance course by Imarticus will allow you to gain appropriate knowledge to be fit for such a position. Read along to know how strategic planning can be improved.

Outline expectations

A CFO has to clearly define the financial position of the company to the other stakeholders to avoid derailing from the process. The outline will define the clear task and responsibilities for each personnel, especially concerning the budgetary functions. 

Build transparency in the reporting order

It is the prime duty of a CFO to analyse and go through the balance sheet of the organisation. Without going through this process, a CFO will not be able to understand why the working capital performance of a company is poor. Strategic planning in improving the working capital will help the finances of the company get better. 

Set the right goals and targets

A CFO has to unanimously decide with other stakeholders the right objectives and targets that the organisation wants to achieve in the coming accounting year. Such as the sales teams want to make higher sales whereas the finance team wants to maintain low inventories. A CFO assures that the sales of the company are not lowered and the cost of operation and other expenses of the company do not exceed the pre-decided budget.

Train and up-skill your staff to improve performance

The employees of the company must be completely trained and up-skilled so that they can use the working capital of the company in the best possible ways. Also empower the trained staff so that they can carry out their job without much intervention. A CFO is responsible for making the whole operation process effective and efficient.

Choose best practices and abide by guidelines

Best practices for the company should be chosen and applied. Guidelines of the company should be clear, simple, and consistently followed so that any discrepancy does not creep in. Lean principles should be used in standardised work for constant improvement. A CFO builds these best practices that should be followed in the company. 

Make it a topic of management

It is better to anchor the working capital at the utmost level. A CFO should sponsor the central working capacity for performing the function of finance and controlling. A CFO can also hire experienced and knowledgeable employees for managing the working capital in the company.

Implement proper communication without hindrance

Facilitate the right sense of communication within the organisation. Communicate the tasks, responsibilities, and capabilities of the people. A CFO should be direct and exact in his communication. Also, it is the responsibility of the CFO to build a chain of communication with transparency. Accurate information should be reported within the hierarchy so that it can be noted and proper communication remains intact. A CFO also has to maintain the chain of communication as a disciplinary aspect.

Create a reasonable timeline

A reasonable timeline should be constructed to complete these strategic plans and further move through the process. Some plans can be done within a short time span such as 3 to 4 weeks whereas some plans may take months. It depends upon the type of strategic plan that is being implemented in the company. A CFO should make sure that no extra time is devoted to the minor tasks and that the major tasks are provided with sufficient time.

Gather inputs for your strategic plan

Gathering inputs for implementing a strategic plan is an integral part of the operational process. Inputs are of two types — internal and external. It is the responsibility of a CFO to gather and analyse both internal and external inputs. Internal inputs are the information that has been gathered from within the organisation whereas external inputs are gathered from outside the organisation. 

Match your action with your vision

Throughout the year, a CFO with his team acts and strives to achieve the vision they have seen for the year. It is to be made sure by a CFO that they converted the vision into reality with their actions.

If you aspire to become a new-age CFO and strive to learn more about strategic planning and strategic finances then the chief financial officer course (Postgraduate Certificate Programme For Emerging CFOs) can increase your skills. In this way, you will have better prospects of getting placed in a company and you will also have the required knowledge of dealing with the working capital of an organisation.

Curious about banking and finance courses? Keep reading

Posted on by Imarticus Learning

Curious about banking and finance courses? Keep reading

A career in banking and finance is one of the most desired jobs not in India but across the world. Why so? This sector offers you a chance to work in some of the most prestigious financial organisations in the world, and the salary is also handsome. Moreover, if you can bag a job in any international firm, you get the chance to travel the world as well.

Now, keeping all the glitz and glamour of this industry aside, you need to be cautious while choosing the right career direction as an aspirant. First, analyse and assess your strengths, skills, interest and personality and then decide. Once you are confident enough, you can enrol for banking and finance online training that will prepare you for the professional world.

So, to help you in your preparation, here are some common courses that will shape you up for a career in the finance industry.

Top 5 Course to Build a Career in the Banking and Finance Industry

Here are a few courses that you as an aspirant should know about –

Diploma in Banking and Finance:

A Diploma in Banking and Finance is a one-year course that covers every fundamental of this sector. The curriculum features insurance, investment, banking, finance, risk management, IT and computer applications etc. The best aspect is that you can only opt for this course after class 12. But you can also do it after completing your Bachelor’s degree.

After completing such a course, you can work as a Credit and Risk Manager, Financial Analyst, Loan Counsellor, Internal Auditor, Financial Consultant, Administrative Officer, etc.

BBA (Banking and Finance)

It is 3 years degree program for undergraduates who wish to have a career in banking and finance. Bachelor of Business Administration in Banking and Finance has been designed to familiarise you with the concepts that are predominantly used in this sector. You will have to study financial and corporate accounting, business statistics, banking law and practices, Investment banking, and corporate tax planning. You can enrol in this program after Class 12th from any stream, but if you have commerce background, it will give you an edge. After completing your BBA, you can always go for the MBA, or you can always opt for a job.

MBA in Banking and Finance: 

It is 2-year full-time postgraduate program in finance, and several management institutions in India also offer this course. The prerequisite for this course is that you need to score 55% in your Bachelor’s degree. After that, you could secure jobs as an analyst in banking, accounting, marketing and finance. You could also become a corporate analyst or an investment banker.  

Postgraduate program in Banking and Finance

This postgraduate program in banking and finance is for recent commerce and finance graduates who wish to be industry-ready without pursuing a higher degree. This professional course prepares you to work in the banking and finance industry. The curriculum here is industry-standard and more focused on your practical training. Also, with this course from Imarticus Learning, you will get placement assistance to secure a job easily.  

B.Sc. Banking and Finance

This course is similar to the BBA in banking and finance program. The only difference is that the focus here is also on the quantitative techniques used in the banking and finance industry. Therefore, a foundation in economic, quantitative, accounting, economic and finance subjects will be built for the students who can complete this course in 3 years, and you can enrol in the program after Class 12th. After completing your degree, you will be able to find jobs in the public and private sectors related to banking, insurance, accounting, auditing, etc.

To conclude, hopefully, this write-up has shed light on the courses that can help you build a career in banking and finance. So, you can now choose a course depending on your skill-set, academics and your career ambition.

 

An Investment Banker’s Guide to Success

Posted on by Imarticus Learning

In the world of finance and corporates, opting for an investment banker course is a highly sought-after career choice for aspirants interested in undertaking a challenging profession. It gives you financial markets training as well as promises high growth in your career. This growth is both in terms of job satisfaction and monetary benefits.  

The investment banking sector is expected to grow by 8.5% by 2023. An investment banker plays a crucial role by using his/her expertise to help the clients raise capital, manage mergers and acquisitions and in other investment activities.

Who Is An Investment Banker?

An investment banker can be considered a financial expert who can manage a company’s financial and investment aspects or a financial institution like a bank or a lending service. In this field of work, having just a basic degree is not enough; the candidate needs to have a knack for numbers and some real-life experience in handling financial transactions.

The job consists of duties like raising capital and administering securities and investments. Investment bankers should also be able to raise funds from the capital markets and create financial strategies for mergers and acquisitions and manage a company’s assets.

Courses suitable for the investment banking industry 

There are a few courses that are helpful for an entry-level job, like B.Com, Bachelors in Economics and Finance, Bachelors in Business Administration, or CFA. An MBA in finance is the most favoured degree by most top companies.

Apart from the academics, as an aspirant, you must be driven, have good communication and networking skills. At the same time, you should possess notable research skills and not be hesitant to work with analytics and quantitative. 

  • B. Com

It is important to go for a graduate degree if you want to enter the investment banking field. This degree course will help you acclimate yourself to the industry’s jargon. Moreover, you get to learn about different aspects of this enormous field, and it will help you find employment in other areas than investment banking.

  • Bachelors in Economics and Finance

It is another bachelor’s course that gives you an in-depth understanding of what economics and financial markets are all about. Moreover, it deals with the way the companies and organisations behave financially and offers an overall idea of a company’s financial dynamics.

Also, it is a comparatively new bachelor’s course which is offered by many top institutions all around the country. Compared to B.Com, the focus is more on capital and money markets and their instruments. Completing this degree is a crucial part of financial market training that will be handy in future.

  • Bachelors in Business Administration

BBA is the perfect precursor if you are interested in pursuing an MBA. It gives you an idea of three main aspects of Business Administration. First, it gives you an understanding of the sales and marketing aspects of the business, along with the company’s dynamics, both as per the administration and the finance. It also gives a deep insight into the management side of things, like how you handle labour and employees and how a company should be scaled up and down as per the situation in the market.

  • CFA (Chartered Financial Analyst)

If you are looking for a direct entry into investment banking, then Chartered Financial is one of the best investment banker courses to secure a job. Here, you will learn the essentials of this field, including carrying out the most complicated financial transactions without hassle.

  • MBA in Finance

This is another perfect course to gain entry into the investment banking field. But an MBA in Finance is limited to the financial aspect of things. But still, one gets to study all the capital instruments required by companies for the establishment and conducting of business. You also get to study various financial models.

  • Certified investment banking courses with placement

Apart from these fields of study, professional investment banking courses can help you access this highly lucrative job. Courses like this have been specially designed to help you, the student, to acquire the skill set necessary to begin a career in operations in investment banking. In this regard, you can look into the ‘Certified Investment Banking Operations Professional’ course from Imarticus Learning.

Hopefully, this write-up has helped you to understand which financial markets training can be useful for you. However, before you move ahead, ensure you select your course after proper research and thought and only then make your final decision. 

Industry Analysis: Learn How To Ace Your Investment Banking Interview

Posted on by Imarticus Learning

Investment banking is the division of banking operations that helps companies to manage their significant and often complicated financial transactions. This includes IPOs, mergers, underwriting and other aspects of the derivatives market.

Now, the operation of investment banking is managed by investment bankers. These individuals are responsible for making such deals happen without any interruptions.

Why Should You Try to Get a Job in the Investment Banking Sector?

There are many reasons to become an investment banker; it is a high-paying job, offers you great exposure and has bright future prospects. So, whether it is money or career growth, you will find everything in this profile. Ultimately, you have to decide whether you want to get into this field or not.

If you are interested, read on to learn more about this sector.

How to Nail the Investment Banking Interview?

Nailing an interview for investment banking depends on how prepared one is. Now, many candidates apply for this job, but fumbling and freezing during an interview will not help anybody’s case.

Even though there are a lot of job applicants for investment banking, not all get to secure a job successfully. Many applicants fumble and freeze during an interview when they are put forth with some of the basic technical questions. So you are required to be prepared to answer the most basic investment banking interview questions. Here are a few examples:

  1. In how many ways can a company be valued?
  2. How is raising funds through bonds better than equity?
  3. What will happen to various financial statement figures if $100 has been added to the current depreciation account?

Questions like these that have been given above show you the level of questions that are asked in the IB interview. So you need to work hard and be prepared beforehand.

Tips That Will Help You Ace the Investment Banking Interview

As the previous section offers you a glimpse of what is investment banking and how the interview looks like, you need to be prepared to face it. So, to help you in this endeavour, here are some tips that can prove to be a handful.

  • Prove that you will be easy to work with

Usually, working in investment banking means working in a team and dealing with high pressure most of the time. So, if you turn out to be a person who is difficult to work with, it will disturb the flow of the entire team. Hence, showcasing a positive personality and the right attitude will help you nail the job interview.

  • Present your thoughts at the right time

 You should know how to time your sales pitch during the interview. Questions like, “why do you want to work in the investment banking sector and for this particular firm only?” or, “why would you be a good fit for the organisation?” You should usually time your pitch to about three or four minutes.

  • Being reserved and respectful towards the interviewer

Humility during the entire duration of the interview is a must. You need not behave like a know-it-all snob who is full of overconfidence. This should also be evident from your communication. You should also try to answer clearly and concisely.

  • Eager to learn

You need to show to the interviewer that you are always ready for a challenge and keen to learn new things on the course.

  • Reach out to some people in the firm beforehand 

Another way to get through an interview easily is by contacting the employees of the firm in advance. You can get a sense of the firm’s ideology, how it functions, its clientele, etc. This will surely give you an advantage in your interview.

  • Get your facts right

Apart from presenting yourself, you must also answer the questions properly. Hence, you need to have a good grasp of your subject. In this regard, you can enrol yourself on an investment banking course with Imarticus Learning. These professional courses will give you an all-around preparation, which will also help you to get through the interviews as these are investment baking courses with placement.

To sum up, acing an interview, be it in investment banking or any other field, depends on your preparation. So, now that you know what is investment banking, how crucial the interview process is and the challenges that it brings, you can plan your preparation accordingly and find a job without any hassle. 

Financial Modeling Training in 2022: How to get started without experience?

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Financial Modeling Training in 2022: How to get started without experience?

Financial modelling is a skill that helps a retail organization decide how and where to open its store. It is a key skill that is mandatory if you are looking for a career in finance. It is also helpful for entrepreneurs planning to start their own gig, and can even prove to be handy for marketing and sales professionals.

Financial modelling also includes looking at projections, evaluating the practicality of the decision, and analyzing the stock market in terms of cost, revenue, and profit.

If you do not have work experience, do not be afraid, you can still have your own business or make a career in finance by enrolling yourself in a financial modelling course.

 What are the Various Application Areas?

  • Corporate Finance

This model is used by various companies to evaluate their finances and projects and help create plans for funding projects.

  • Investment Banking

Financial modelling is the fundamental tool for valuation and analysis. An investment banker uses this model to come to a valuation in fundraising transactions. An equity analyst will use this model to come up with buy/sell or hold recommendations by applying them to value stocks.

  • Entrepreneurs

 

Entrepreneurs use the financial model to pitch their plans to prospective investors and to strategize their future plans. Carrying out various experiments can be beneficial to avoid any risks and financial loss in upcoming businesses.

Types of Models

When you enrol in a financial analyst course you will be taught about the following financial models:

  • Leveraged Buyout Model (LBO)

In this kind of layout, the firm will finance its acquisition via a considerable amount of debt. The LBO model is used so this model helps to critically analyze whether the business can manage the debtor if a certain degree of performance is needed to make sales and eventually pay off the debt.

  • Credit Rating Model

This model is employed by credit analysts to figure out the creditworthiness of a firm. The model makes assumptions with respect to future earnings and if the company can pay the interest and principle.

  •  Comparable Company Analyst

Under this model, the financial metrics of a company are compared with similar organizations in the industry.

  • M&A Model

The whole purpose behind the merger model is to decode the effect of the acquisition on the acquirer and whether the new EPS is comparable with the existing one. If the new EPS is higher, the transaction is referred to as ‘accretive’, and vice versa is referred to as ‘dilutive’.

 Skills You Need to Have

Although you can learn the tricks of the trade in this discipline by enrolling yourself in a financial modelling course, some skills that whether inherent or learned are essential to making this career work are:

  •         Prerequisite

Financial management and ratio analysis, financial statement, valuation methods, written communication, and analytical ability.

  •         Core Skills

Drawing up financial statements in excel, analyzing financial statements, and being able to build from scratch fresh financial models with high potential for success.

  •         Related Skills

Knowledge of mutual funds, debt markets, credit appraisal, and understanding of various financial market tools can help to build your business in finance, banking, and investment.

Conclusion

A financial modelling course is an in-demand qualification for many lucrative opportunities in the market such as equity researcher, portfolio manager, and credit researcher. If you do not have a background in this field professionally, you can easily join a course as a fresh graduate, post-graduate, or MBA student, and learn what it takes to be successful on this path.

Financial Modelling Training for Startup Founders

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Financial Modelling Training for Startup Founders

You’re starting a new business. You’ve got the idea; you know how to do what needs to get done, but how do you know if it’s going to work? You need some financial modeling training. This post will explain financial modeling and why it is essential for startups.

What is financial modeling?

Investment banking, equity research, portfolio management, project finance, credit research, financial planning & analysis, etc., all require the core competencies of financial modeling.

Financial modeling is creating a financial model that helps you make decisions and evaluate the impact of different scenarios. You can use it to forecast the impact of changes in crucial variables on your business, such as revenue or costs.

Financial models are created by combining data from various sources with assumptions about how these variables will change over time. The more detailed your financial model, the better it will predict outcomes for your company.

What is financial modeling training?

Financial modeling is a valuable skill for any business owner. It helps you understand the financial health of your business, make better decisions and plan for the future. If you want to start a startup but don’t know how much money it will cost or how much time it will take, then financial modeling training will be able to answer these questions for you.

Financial modeling can also help entrepreneurs manage cash flow by assisting them in tracking their expenses and revenues so they can see whether they’re spending too much on one thing or not enough on another area of their operation (for example: if one employee is working overtime every week then this could mean that you need more resources).

Why do you need financial modeling training?

Financial modeling training is a valuable skill for startup founders to have. It can help you make better business decisions and also allow you to forecast your company’s financial performance. This is an essential skill that people often overlook when they start their own businesses, but it’s one that they should consider investing in if they want their businesses to thrive. 

Basic financial modeling training is a great way to build your financial model. It will help you understand the fundamentals of financial modeling and how they relate to each other. You must understand how a cash flow statement and balance sheet differ from each other because they are built differently in most cases. 

Explore a Career in financial analysis with Imarticus Learning

The financial analyst certification course covers everything from financial statement analysis and valuation processes to modeling methodologies, enabling students to gain experience while mastering crucial abilities like teamwork.

Course Benefits For Learners:

  • Online training in financial analysis provides students with the knowledge and skills they need to become financial analysts.
  • Students will acquire essential abilities that will aid them in finding employment in the financial industry.
  • Students can impress potential employers and demonstrate their abilities by enrolling in financial modeling certification certified by India’s leading educational institutions.

Contact us through chat support, or drive to our training centers in Mumbai, Thane, Pune, Chennai, Bengaluru, Delhi, Gurgaon, or Ahmedabad.

How Is Blockchain Revolutionising The FinTech Industry?

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How Is Blockchain Revolutionising The FinTech Industry? 

Blockchain: An Overview 

A blockchain is a distributed, digital and permanent ledger that helps record transactions and track assets across the entire network of computer systems present on the blockchain. 

The technology has added a new aspect to the fintech landscape and offered huge possibilities to the industry of fintech by making crucial changes to business enterprises. 

How Is Blockchain Revolutionising The FinTech Industry? 

Undoubtedly, blockchain is the backbone technology that is revamping the FinTech industry. 

Below mentioned are the ways in which blockchain technology is revamping the fintech industry.

  • Creating a digital identity: 

Though banks have a strict KYC check, fraudulent accounts are on a constant hike. Here comes the role of blockchain, where users can manage identity data, share data with others without compromising security, and sign documents digitally. 

  • No third-party interferences: 

There are chances for things to go wrong in case of multiple parties’ validations. With blockchain technology in place, payments can reach the vendor directly without any halt. 

  • Protects from fraudulent activities: 

Being decentralized in nature, blockchain technology keeps from providing access to other people. It cannot be altered in any way possible, making every record protected. 

  • Enhances trade accuracy: 

The merging of blockchain technology in the financial sector has rescued traders from troublesome counterparty checks. Through blockchain, the risks associated are reduced, and trade accuracy is enhanced. 

  • Crypto lending: 

One of the USPs of blockchain technology, which helps you hold money without the need of a bank. You can hold the crypto money in digital form with a digital wallet after investing in cryptocurrencies. 

Challenges Addressed by Blockchain in FinTech Industry  

The blockchain has the power to make business operations secure, transparent, efficient, and democratic. 

  • Trustability: 

When users perform any action on the fintech applications, they are unaware of what is happening on the other side, which creates chaos and anxiety about identity theft. On the other hand, blockchain redresses the problem with transparent working. 

  • High operation costs:

Time is often considered as money in the financial sector. Blockchain technology reduces the high operational costs by cutting down the time involved and reducing the dependency on third parties. 

  • Slow process: 

The involvement of various third parties in the finTech industry delays the overall process, which results in an unstable business economy. This is another challenge addressed by blockchain technology. 

Discover Financial Technology Courses with Imarticus Learning

Our financial technology course helps students: 

  • Practical application of learnings to real business problems and scenarios.
  • Get an in-depth understanding of every critical aspect of FinTech along with hands-on training.
  • Stay updated on the latest fintech industry practices by accessing resources powered by research, knowledge, and tech partners such as Rise Mumbai and Automation Anywhere, among others. 
  • Get full-time fintech career-ready by working on group projects and open bookcase study-based tests that test your fintech knowledge and application in a theoretical decision-maker role. 
  • Get access to fintech networking webinars, job boards, and events to leverage your fintech learning fully and unlock career opportunities.  

Conclusion 

Ideal for students with a bachelor’s degree in finance background, this elite Financial Technology Course is bound to take your finTech career to heights you have never imagined!

With the availability of financial technology courses online, it has become convenient for learners to gain access to information about each and every element of the FinTech domain. 

For any queries, please do not hesitate to Contact Us or drive to one of our training centers in Mumbai, Pune, Thane, Chennai, Bangalore, Delhi, and Gurgaon. 

An Overview of Anti-Money Laundering Controls

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An Overview of Anti-Money Laundering Controls

Money laundering is the procedure of moving illicit money through legitimate financial channels. In recent years, there has been a growing interest in anti-money laundering (AML) controls. These controls prevent criminals and terrorist organizations from using financial institutions as unwitting conduits for their illegal activities. 

The extent to which these controls have been successful depends mainly on how well they get implemented by banks and other financial institutions worldwide and whether governments take action against those who violate them.

What is Money Laundering?

It is the process of making illegally obtained money appear legal. It’s a crime and one that can get carried out by anyone—not just criminals.

Money laundering is known as:

A) A person who commits an offense (such as drug trafficking), sells or transfers drugs to another person for profit, and then uses that money to launder large amounts of cash through legitimate businesses or banks.

 

B) The act of converting ill-gotten gains into assets that are not easily traced back to their source usually involves creating multiple layers within complex financial structures designed specifically for this purpose.

What are the objectives of money laundering?

Money laundering is not just about hiding the source of the dirty cash. It’s also about making it difficult to trace where that money came from and whether or not it’s legitimate.

Money launderers typically prefer to move money through secure financial systems because the goal of the practice is to return the illegally obtained funds to the source. Depending on the stage the funds have reached during the laundering process, money laundering activity may also be geographically concentrated.

What are some anti-money laundering controls?

The answers to this query depend on who you ask and what they mean by “anti-money laundering controls.” The most common definitions include:

  • Know Your Customer (KYC) – The business must be able to identify customers and their sources of funds. This helps prevent money laundering or other illegal activity. 
  • Software Filtering and Records Management– Businesses and financial institutions also maintain thorough records of all transactions and use software that can detect suspicious behavior. 
  • Updated technology- The technology used to spot suspicious activity connected to money laundering is constantly developing and improving. These systems can advance thanks to technologies like AI and Big Data software.

Anti-money laundering controls are critical to any financial institution’s effort to prevent money laundering. This area requires constant vigilance, both from the perspective of compliance and from the standpoint of prevention.

Explore a career in investment banking with Imarticus Learning

financial analyst courses in India

With the help of the Certified Investment Banking Operations Professional program, students can begin a career in the financial markets. Students who complete this investment banking certification course will have the skills and knowledge necessary to succeed in banking, treasury, and clearing services at all stages of production. The investment banking course syllabus covers financing, strategic planning, financial management, and the valuation of investment prospects.

Course Benefits for Learners:

Contact us through chat support, or drive to one of our training centers in Mumbai, Thane, Pune, Chennai, Bengaluru, Delhi, Gurgaon, or Ahmedabad.

Investment banker course insights: 5 skills that make you a rockstar investment banking analyst

Posted on by Imarticus Learning

Investment banker course insights: 5 skills that make you a rockstar investment banking analyst

What is Investment Banking?

Investment banking is stated as one of the Top 2 careers in India. It is a specialized branch of banking that helps organizations and individuals in raising financial capital and provides them with financial consultancy services. Investment banking primarily provides services in the sectors of banking that are outside the normal ambit of banking operations. It deals with:-

  • Financial Modeling  and Valuation
  • Advising on Mergers and Acquisitions
  • Leveraged finance
  • Restructuring
  • New Issues or IPOs

What does an investment banker have to do?

As an investment banker, you are required to have mastery over the tools such as financial models, pitch books, industry research, and report writing, which are extensively used in this field. The use of these tools demands knowledge of the quantitative part (financial statement analysis, ratio analysis, DCF models, M&A models, etc.) and the qualitative part (industry research, pitch books, report writing, case studies, company profiles, etc.).

In the financial milieu of today, investment banking offers immense career possibilities. Equipping yourself through a good course, which provides you with a balanced combination of the theoretical and the practical parts, is likely to propel your career growth as an investment banker. There are several investment banking courses online that will give you the knowledge, application ability, and try-outs in a well-structured and holistic manner.

 Top 5 Investment Banking Courses Online

The impact of the online courses needs to be mapped judiciously through the parameters of –

  • Time (duration of the program)
  • Course content and pedagogy
  • Quality of trainers and mentors
  • Facilities for internship and placements
  • Return on your investment

Considering all parameters, here are 5 of the top investment banking courses online available in India in 2022. These are randomly put and do not reflect any order of merit in respect of the courses mentioned.

  1.   Certified Investment Banking Operations Professional (CIBOP)

The CIBOP has completed 1000 batches. Its curriculum covers complex securities and derivative products and includes their trading lifecycles and functions.

The holistic CIBOP curriculum is designed by industry experts.  Euronext Group, a partner to the program, allows exclusive access to their own content to CIBOP students. This investment banking course online includes hands-on learning, actual case studies, and trading simulations.

The program is flexible to suit your own time availability and schedule. CIBOP is delivered both in classrooms and in online mode. You may complete the 180-hour course through a 2-month program done full-time (on weekdays) or as a 3-month part-time one done over the weekends.

The program includes live and relevant case studies. Trading simulations allow for an opportunity to exercise your own decisions and gain insights into the derivatives and securities markets.

If you meet the criteria for scores and attendance in each of the three parts of the course, you are eligible for placement services.

You are eligible for enrolment if you are a commerce graduate or a finance graduate with 0 – 3 years of experience.

  1.   Executive Program in Investment Banking and Capital Markets

This investment banking online course is designed for working people with classes usually scheduled on Saturdays, from 6 pm to 9 pm.

This comprehensive program spans three foundation modules and seven advanced modules. These impart knowledge in the fundamentals of mergers and acquisitions, debt and equity capital markets, portfolio management, sales and trading, and securities regulations. 

You learn through real-world projects and case studies, live examples from the recent capital market and corporate finance events, and general discussions. You get to do a capstone project to apply your learning to practice.

You are evaluated through assignments, online and written examinations, and other methods.  There is a mandatory six-day immersive on-campus part to this program facilitating interaction with your peers and faculty.

Your certificate is issued by the Indian Institute of Management (IIM), Calcutta one of the rare triple crown accredited management schools in India) as partners to this program.


  1. Advanced Management Program in Financial Services and Capital Markets

This 6 months, 126 hours online investment banking course embellishes your basic financial knowledge and skills with the fundamentals of corporate finance, risk management, and compliance, Fintech, capital markets, valuation, and equity research.

You gain expertise in subtleties of investment banking, capital markets, risk, and Fintech domains through an outcome-focused curriculum delivered through hands-on learning. This course includes the new age elements across Digital Banking, Technology, and Fintech.

Apart from certification by IIM Lucknow, learnings from case studies like the Financial Policy at Apple, Valuation of Calaveras Vineyards, Risk Management at Well Fleet Bank, etc. will comprise key takeaways that will help enrich you.


  1. PG Program in Investment Banking and Capital Market

Captioned as one of the most exhaustive certification programs in investment banking it spreads over 180 hours of live training and 36 hours of project-based learning spread out over 6 months. Classes are held over weekends to aid working professionals.

Taught by industry professionals across investment banking, the course comprises 17 modules across the entire gamut of investment banking, financial services, and capital markets. Placement assistance and interview training are included as part of the curriculum.

Live case studies are included in this investment banking course online. Some of the examples include the Vodafone-Idea merger, Flipkart’s acquisition of Myntra, and Harvard taught case studies.

The program is collaborated by the London Governance and Compliance Academy (LGCA) and three different certificates are issued upon its successful completion, all widely recognized by the industry.


  1. Certificate in Investment Banking (CIIB)

The prime focus of this investment banking course online is on Investment Banking Basics, Financial Statement Analysis, and several other crucial financial concepts. This investment banking course online is aimed at professionals in finance seeking advancement in their careers.

The program uses interactive learning tools and builds an expert foundation in investment banking, securities and markets, and other areas of financial consultancy.

CIIB requires qualification through a comprehensive global certification exam, which is designed to examine your skills and level of understanding of investment banking. Your IB certificate thus bears testimony to your capability to develop a disciplined and systematic approach toward Mergers and Acquisitions, LBOs, IPOs, restructurings, and other investment decisions.

 In Conclusion

These are five of the best online courses on investment banking and capital markets. These courses help you kickstart your investment banking career and gain a foothold in a fast-growing career path. Hone your skills and learn from the best with the help of these courses.  

Hedging Exchange Traded Products in a Derivative Market

Posted on by Imarticus Learning

Hedging is the process by which an investor, or a market participant, seeks to reduce the risk of a particular investment position. Some hedging strategies include selling and buying options and using futures contracts or other derivatives.

What is Hedging?

An effective way to guard against losses is to hedge. In the financial markets, using derivatives to protect your position on an underlying asset is quite common. Financial instruments known as derivatives get their value from underlying assets like stocks or bonds.

Types of Hedging

Hedging is a way of reducing risk. It can reduce the risk of price fluctuations or the possibility that your investment will lose money. For example, if you want to buy an asset at $10 but the price goes down to $8 before you can sell it, then hedging would help protect against this loss. In this case, if there was no hedging mechanism in place and someone invested $10 into buying a share of stock and then selling their shares for $8—they would still have lost
money overall because they didn’t make any profit from their initial purchase price
point.

The most common type of hedge involves using derivatives—which are financial instruments whose value depends on something else other than themselves, such as stocks or bonds—to reduce exposure when markets fluctuate wildly from one day to another, primarily due to uncertainty over future events such as interest rates rise
faster than expected or inflation dropping unexpectedly low.

The Derivative Market: What Is It?

The financial market for financial instruments based on the values of their underlying assets is known as the derivatives market. These could include stocks, indices, currencies, commodities, exchange rates, and interest rates.  Over time, these products have evolved into more complex financial instruments like ETPs and interest rate
swaps—are still growing today!

Hedging ETPs in a Derivative Market

The exchange-traded product (ETP) is a type of derivative that allows you to trade financial instruments like stocks and bonds. You can also use an ETP to hedge against losses on your portfolio by taking advantage of the market & upward momentum. Hedging is the practice of reducing the risk of an investment. In simple terms, it means
you are taking on a position that helps offset your exposure to price movements in the underlying product.

For instance, if you own a stock and want to hedge it with another asset (e.g., bonds), you might sell them short and buy puts on another stock with similar characteristics. This way, if there is any decline in value in one asset (say your shares), it will offset some or all of these losses by having covered some positions through selling puts on
other stocks with similar characteristics as yours.
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Learn investment banking courses with Imarticus Learning With the help of the Certified Investment Banking Operations Professional program, students can begin a career in derivative markets. Students who complete this investment banking certification program will have the skills and knowledge necessary to succeed in banking, treasury, and clearing services at all stages of production.

Course Benefits for Learners:

 Students will gain knowledge of financial services, including managing complex securities and derivative products and their trade-life cycles.

 Students may be able to get the assistance they need to start careers in investment banking.

 Students who complete the derivative markets online training and money market course will receive an industry-recognized certificate.

Contact us through chat support, or drive to one of our training centers in Mumbai, Thane, Pune, Chennai, Bengaluru, Delhi, Gurgaon, or Ahmedabad.

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