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CFA Salary in India: How Much Can You Really Earn After Becoming a Chartered Financial Analyst?

Posted on by Imarticus Learning

You’ve just completed your B.Com or MBA, and now you’re stuck. You want a career in finance.

 But where do you go next? 

Job portals are full of openings that pay far less than what you expected. You dream of a solid job in investment banking or equity research, but something’s missing.

If you’re thinking about taking the CFA course, you’re on the right path. But here’s the question that most students keep asking: what is the real CFA salary in India? 

Let’s break it down.

What Makes the CFA Course So Popular in India?

The Chartered Financial Analyst (CFA) programme is a postgraduate professional qualification presented worldwide by the CFA Institute. However, it has become even more applicable in India in the last ten years. 

Why? 

Since the finance sector in India has expanded at a rapid rate, there is an increased demand for well-trained professionals with each passing year. This certification will provide you access to lots of lucrative areas, including equity research, portfolio management, etc. 

As more and more people try to pass through the programme every year, the programme is no longer restricted to investment bankers. Now CFA charter holders are offered even fintech jobs, as well as private equity and corporate finance.

The question that is always asked by students and professionals is whether the CFA salary is worth the effort, and will it be based in India. This will be answered depending on a lot of factors such as the experience, industry and the most importantly what level CFA you have passed.

CFA Salary in India: Level-Wise Earnings Breakdown

Here’s a quick look at the CFA level-wise salary in India based on career stage. Remember, the pay improves as you move forward in the course and gain work experience.

As of 25 December 2024, salaries reported by CFA professionals in India range from ₹1.2 lakh to ₹15 lakhs per year. This applies to those with experience between less than one year and up to 12 years.

CFA LevelAverage Salary (in ₹ LPA)Role Type
Level 1 ClearedAround ₹4–5 LPAAnalyst Intern, Research Assistant
Level 2 ClearedAround ₹6–8 LPAEquity Analyst, Junior Associate
CFA Charterholder₹10 LPA or higherInvestment Banker, Portfolio Manager

These ranges may shift slightly depending on the city, company, and your work history. However, they reflect current finance jobs salary trends in India.

The CFA course is one part of the journey. 

If you’re fresh out of college and have cleared just CFA Level 1, you’ll likely start with junior roles. But employers will see your effort and commitment. They know you’re investing in your career.

Once you clear Level 2, things get more serious. You now understand valuation, financial modelling, and investment tools better. This lets you apply for mid-level roles in equity research and risk management.

When you become a full CFA charterholder, your career options grow fast. This is where your CFA salary in India really starts reflecting your knowledge. You may lead teams or even head investment portfolios.

Top Industries Hiring CFA Professionals in India

Not every company hires CFA candidates. But those who do know exactly what they’re looking for.

CFA Salary in India

A few sectors where CFA professionals work in India:

  • Equity Research: Writing reports, forecasts, and company analysis
  • Portfolio Management: Managing HNI clients or working for AMCs
  • Risk Management: Working in banks or financial firms to assess and reduce risks
  • Financial Advisory: Helping companies with strategic decisions

These roles come with different responsibilities, but the CFA salary in India is usually better than many other finance certifications.

CFA Career Prospects in India: What’s the Real Picture?

Let’s address the big one: CFA career prospects in India.

More Indian companies are hiring CFA-qualified candidates. From Axis Bank and HDFC to ICICI Prudential and CRISIL,  all value the CFA programme. And the best part? Many of these companies also sponsor further training or allow study leave during exam months.

What’s even more encouraging is the growing demand in Tier 2 cities. Places like Pune, Ahmedabad, Jaipur, and Chandigarh are now seeing CFA demand grow.

Plus, companies in fintech and startups are not far behind. They look for professionals who can analyse data, forecast revenues, and manage investment strategy and the CFA course teaches all of this.

Chartered Financial Analyst Benefits That Matter

Choosing a professional course is not just about pay. 

Let’s talk about the Chartered Financial Analyst benefits that truly matter.

  • Strong Knowledge Base: It covers everything from economics to portfolio management
  • Job Mobility: Switch between roles or even countries with ease
  • Respect in the Industry: Hiring managers know the value of this qualification
  • Global Recognition: The CFA charter is widely accepted across more than 160 countries
  • Better Salary Negotiation: You walk into interviews with stronger leverage

Whether you’re working in Delhi, Bangalore, or Hyderabad, these benefits make you stand out in the competitive finance job market.

What Is the Scope of Investment Banking Salaries in India for CFA Professionals?

Automation and AI are changing the way finance works. However, the salary trends of finance jobs show that analytical and strategic roles are growing in demand.

That’s exactly where CFA-qualified professionals fit in.

Your ability to analyse data, understand risk, and manage investments sets you apart. You’ll make real decisions that shape business outcomes.

This is why many HR teams now list “CFA preferred” or “CFA-qualified” in their job descriptions.

Some ask, “Should I go for CFA or MBA?” Others compare it with CA, CPA, or even FRM.

Here’s the simple truth: CFA is best for investment-related roles. If you want to work in equity research, asset management, or risk, this course gives you focused skills. And in terms of CFA salary in India, it stands out when compared to many generalist certifications.

Also, the CFA programme is more affordable than most MBAs, especially those from top B-schools. Plus, it allows you to work and study at the same time.

Your Competitive Edge in the Finance Industry with Imarticus Learning

Imarticus Learning is the first authorised prep provider in India out of four of the most recognised certification programmes globally in the field of accounting and finance like the one that has world credibility, the Chartered Financial Analyst (CFA) programme.

CFA charter is a good credential of your profound knowledge in finance and investments. The qualification is global and opens doors of employment at leading financial institutions, banks, and investment houses.

  • Recognised as the gold standard for finance professionals
  • Includes digital, practical skill modules for hands-on learning
  • Better career opportunities in India and abroad
  • Connect with top industry experts through live sessions.

Career as a Chartered Financial Analyst

Wondering where a CFA qualification can take you?

Once you complete the programme, you can step into roles such as:

  • Financial Analyst
  • Credit Research Analyst
  • Quantitative Analyst
  • Investment Analyst
  • Risk Analyst
  • Equity Research Analyst
  • Investment Banker
  • Portfolio Manager

Salary Expectations

RegionAverage Salary
In India₹7.5 Lakhs per annum
International Roles$79,000 per annum

Senior CFA charterholders often report even higher figures, particularly in investment banking and portfolio management.

Start your CFA journey today with Imarticus Learning!

Know how to crack CFA Level 1 Exam in this video

FAQ

1. How does the CFA level-wise salary grow over time?
 The CFA level-wise salary increases with each level passed. Level 2 offers mid-level roles, while charterholders earn the highest packages.

2. Which industries offer the best CFA salary in India?
 Investment banking salaries in India are among the highest for CFA charterholders, followed by asset management and financial advisory roles.

3. Is CFA better than MBA for finance jobs in India?
 For core investment roles, CFA often gives a deeper technical edge. Many recruiters prioritise CFA for specialised finance jobs and salary trends.

4. What are the benefits of being a chartered financial analyst in India?
 Key Chartered Financial Analyst benefits include global recognition, better pay, strong finance knowledge, and access to top job roles.

5. Can I switch to investment banking with a CFA charter?
 Yes, many CFA professionals transition into high-paying investment banking salaries in India, especially after Level 2 or Level 3.

6. Does CFA guarantee a job in finance after completion?
 While no course can guarantee a job, the CFA boosts your chances significantly due to its relevance in finance jobs salary trends today.

Conclusion

Now you are aware of how CFA salary in India increases with time, the salary of the CFAs level wise, and how the CFA career opportunities in India are rising. 

The Chartered Financial Analyst benefits are difficult to underestimate if you are serious about finance. Either through taking investment banking or the latest finance careers and wages, this qualification places you ahead of others.

Take the first step today. Start your CFA journey and shape your future in finance!

Financial Accounting Course: Master the Language of Business and Unlock Global Career Opportunities

Posted on by Imarticus Learning

Have you ever wondered why security professionals you most want to hire to join your team question you on your understanding of the financial statements or such universal accounting standards?

This is because a lot of commerce graduates and those working in the field of finance are confused when it comes to dealing with simple statements such as balance sheets or income summaries. 

Is there a well-organised financial accounting course?. It broadens your repertoire, gains expertise, and makes you feel ready to succeed in the world finance market. No matter what and which plan you want to be, an auditor, CFO, or an ACCA-qualified professional, the following skills can make you a master of your career.

Why Focus on Core Financial Accounting Course?

All the successful careers in the field of finance start with a good penning knack for accounting. Financial accounting is concerned with how business financial transactions will be summarised, analysed, and reported. It entails drafting financial statements which anyone can use. 

This information is used by stakeholders, including shareholders, suppliers, banks, government, employees, business owners among others to aid in making their decisions.

  • Without an adequate background, it is like guessing as to what the financial data means. Properly structured financial accounting course will provide a sequential learning experience of major financial accounting terms, which include the double-entry book keeping, accruals, ledger balancing.
  • Regardless of whether you are on the path of learning or you want to update your previous knowledge, prioritising the fundamentals will allow cutting down on the mistakes and increase the level of decision-making, as well as making any financial report precise.
  • To take one example, in addition to being able to record transactions, you will be taught how to use it on your balance sheet and income statement, skills that are now essential in the modern world of work. 

How a Financial Accounting Course Boosts Your Financial Reporting Skills

A top-tier financial accounting course does more than just teach numbers. It empowers you with real-world financial reporting skills. 

As of July 2025, financial accountants in India earn an annual salary ranging between ₹1.5 lakh and ₹12.5 lakhs, depending on their level of experience. 

Professionals equipped with strong reporting skills are often the first choice for promotions and international roles. 

Balance Sheet and Income Statement Training: Real‑World Case Approach

One of the best parts of a financial accounting course is hands-on training in preparing and analysing key statements. You won’t just learn theory,  you’ll do the work.

Training Comparison Table

FeatureTraditional LearningFinancial Accounting Course
Textbook Knowledge✔️✔️
Real-Life Case Studies❌✔️
Balance Sheet Practice❌✔️
Income Statement Analysis❌✔️
Reporting Software Exposure❌✔️

Career in Finance and Accounting: Where This Course Can Take You

Think of a financial accounting course as your career compass. Once you’ve built strong accounting fundamentals, a wide range of job roles open up; from tax analyst to management accountant and even CFO.

Companies value employees who possess practical financial reporting skills and can interpret numbers meaningfully. When you learn accounting, you not only become more employable but also increase your chances of developing multi-fold.

Accounting Certifications Online: How They Compare

Today, many platforms offer accounting certifications online. Some focus on local regulations; others, like ACCA, offer globally recognised qualifications. 

These credentials are reputed and will go hand in hand with practical training in making balance sheets and income statements. Early down the line, when you finally take these world exams, you have less to learn because you have undergone a programme where the theory and practicum are taught together. It is not only smart but strategic.

Essential Skills You Need for Global Accounting Roles

Today’s finance world demands more than just number-crunching. You need to think like a strategist.

Here are a few essential skills you’ll develop through a high-quality financial accounting course:

  • Analytical thinking using financial reporting skills
  • Mastery over accounting fundamentals
  • Clear understanding of balance sheet and income statement flows.
  • Business communication and report writing

These are the essential skills that make recruiters take notice, and they’re core to any successful career in finance and accounting.

Employers are not just looking for bookkeepers. They want professionals who understand the ‘why’ behind the numbers.

Your ability to interpret a balance sheet or explain trends in an income statement shows strategic insight. These are skills employers associate with leadership potential.

That’s also why global qualifications like ACCA place a strong emphasis on financial reporting skills. Completing an online financial accounting course prepares you well for such certifications and provides a competitive edge.

Financial accounting course

Certified Public Accountant Programme by Imarticus Learning & KPMG in India

Start a career in international finance in the Big Four and other leading multinational organisations. The Certified Public Accountant (CPA) programme developed by Imarticus Learning in collaboration with KPMG in India is a practical programme that intends to fill the gap between academic concepts and practical usage.

Collectively, we have developed an industry oriented curriculum that integrates theory with practice, hence makes you extremely competitive in today competitive job market in the global arena.

What You will get:

  • Receive a dual certificate by Imarticus Learning and KPMG in India after completing the programme. It is a well-known certificate that will make your CV more powerful and allow you to shine in front of employers.
  • Learn and apply it first-hand by getting a chance to do exclusive internships at KPMG in India. Experience valuable workplace experience and have an insight as to how global finance works.
  • Get access to curated contents specifically created to target people who are pursuing qualification in their careers, like the US CPA, CFA, US CMA, FRM and ACCA.
  • Live industry case studies take you through industry cases to allow you to think and make decisions in a real-life business.

Be a participant in webinars which discuss emerging trends in finance on a monthly basis. Get the advantage of 12 one-hour live sessions annually by practicing experts of KPMG in India.

Prepare yourself with the skills, knowledge and work related experience that are required to succeed in international finance. Leap with master minds. Practice in the real business problems. Get qualifications that hiring organisations appreciate.

Apply Now and Take your Finance Career Global!

You can also grab more information about the course, syllabus, exam preparation and more here

Frequently asked questions

1. What will I learn in the financial accounting course?

You will be taught major accounting principles, how to prepare and analyse, and how to analyse some accounts like the balance sheet and the income statement. The course also focuses on developing financial reporting skills used in real-world finance roles.

2. Can financial and accounting newbies take this course?

Yes, of course, this course can be described as having an entry level, as the initial lessons are based on the basic accounting principles, and this is first of all why this course can suit a new comer or those that want to brush their memory of the financial concepts.

3. Will I get a certification after having done the course?

Sure, you will get a certificate endorsed by the industry on completion. This supports your career in finance and accounting and can enhance your CV.

4. How will this course help me in my career in finance and accounting?

This course builds foundational knowledge in accounting, strengthens your financial reporting skills, and prepares you for various finance roles across industries.

5. Does the course include balance sheet and income statement training?

Yes. You will get to know how to read, prepare and evaluate balance sheets and income statements which play a key role in financial accounting.

6. What makes this course different from other accounting certifications online?

The course takes different forms, both in a practical hands-on training as well as training that is in the expertise with emphasis not only on theory but practical application of accounting in business.

Conclusion

A strong foundation in accounting isn’t just a checkbox. It’s your passport to a world of opportunities. When you choose the right financial accounting course, you build accounting fundamentals, polish your financial reporting skills, and gain confidence with balance sheet and income statement training.

These aren’t just skills; they are essential for anyone aiming to build a lasting career in finance and accounting or pursue accounting certifications online.

So don’t just study numbers. Learn to tell the story behind them and unlock career success today.

CPA Course: Your Ultimate Launchpad to a Global Accounting and Finance Career

Posted on by Imarticus Learning

Are You Struggling to Find the Right Accounting Path After Graduation?

Many commerce graduates in India hit a wall after their B.Com. The competition is stiff, jobs don’t pay enough, and international opportunities feel out of reach. If this sounds familiar, you’re not alone. The good news?

A CPA course could be the stepping stone you need. It’s not just a certification, it’s a global passport to roles in multinational firms, top consulting giants, and financial powerhouses.

Why the CPA Course is Important for Indian Finance Aspirants?

Certified Public Accountant certification often tops the list is a globally recognised and opens doors to some of the most respected names in the industry, including the Big 4. With a CPA course, you’re not just another job-seeker. You’re a specialist.

Certified Public Accountant (CPA) refers to qualified accountants in many English-speaking countries. CPA (Certified Public Accountant) course establishes a strong foundation on every individual who wants to pursue a career in international accounting and finance. 

The qualification is offered by the institute of accountants (AICPA) and its certifications have international recognition. It provides you with opportunities to work in multinational organisations and the best world firms, such as the Big Four.

Why the CPA Course is So Worthwhile?

  • Awarded the Worldwide Status

The title CPA is valuable in lots of the countries. It enables you to look at cross border career opportunities easily.

  • Assist You To Professionalise Yourself

By being issued a CPA, it displays your abilities in accounting, auditing, tax, and financial reporting. Jobs in the field of CPAs are mostly senior and leadership positions in many firms.

  • Increased number of jobs to choose.

Large companies, top accounting firms, and even government departments go on outlooks to get CPAs. The course will make you shine.

  • Develops Good Competencies

The rules of accounting are taught, the principles of analysing finances are taught, and legal and regulatory systems are learned. This gets you ready for challenges in the real world.

  • Increased Wage Opportunities

In most occasions the number of the CPA that beats the non-certified ones in terms of earnings are more. The contribution you make to an organisation is what you are paid for.

  • Careers Choices

CPAs operate in various fields such as audit, taxes, consultation, or reporting. You will have the opportunity to select the way that is interesting to you.

CPA Exam Preparation Tips That Actually Work

According to PayScale data, Certified Public Accountants (CPAs) in India typically earn an average salary of around ₹6.9 lakh per annum.

Here’s how this course helps:

  • Structured learning plans
  • Access to exclusive Surgent learning tools
  • Continuous assessment with feedback

These methods have helped many Indian students ace the CPA exam. The focus isn’t on rote memorisation, but on mastering the concepts in manageable steps.

Global demand for certified accountants is growing. In fact, more students from Tier 2 cities are enrolling for international accounting qualifications than ever before. 

The reasons are clear:

  • Better salary prospects
  • Access to global jobs
  • Recognition from companies like Deloitte, EY, and PwC

The Certified Public Accountant certification isn’t just for those aiming to go abroad. Many MNCs with offices in India actively hire CPAs to manage their financial operations.

CPA course

Accounting Career Growth After Completing the CPA Course

Let’s talk results. 

After completing the CPA course, you become eligible for roles that previously seemed out of reach:

  • Financial Analyst at MNCs
  • Auditor roles in Big 4 firms
  • Advisory and consulting positions globally

This is the path many Indian students have followed from mid-level jobs to international placements, thanks to the Certified Public Accountant certification.

You don’t just learn from videos. You interact with mentors actual CPAs and CAs who’ve been in your shoes. This format brings immediate clarity to complex topics. You also get 24×7 support for doubts and exam-related questions.

When you’re stuck with revenue recognition or audit sampling, a real mentor can explain it in a way books never could.

Soft Skills and Interviews: Why CPA Students Need This Too

It’s not just about passing exams. Most students lose out in interviews. Imarticus Leraning offers one-on-one mentoring to prep you for real interviews. 

This includes:

  • Mock interviews
  • Feedback from HR professionals
  • CV improvement workshops

This end-to-end system makes the CPA course much more than academic coaching.

Who Should Join This CPA Course?

  • B.Com graduates aiming for global roles
  • CA students looking to add international credentials
  • Working professionals in finance wanting a career switch

If you’re aiming for finance professional courses that guarantee career movement, this one deserves a place on your shortlist.

That means you stay ahead always.

This explains why the Certified Public Accountant certification remains a top choice for students wanting faster accounting career growth.

Imarticus Learning x KPMG in India: A Global Alliance for Your Career

This collaboration isn’t theoretical. It’s real-world ready. 

When you enrol in the US CPA course with Imarticus Learning, here’s what you get:

  • A joint certificate by KPMG in India and Imarticus Learning
  • Monthly webinars on current accounting trends
  • Learning materials built for international accounting qualifications
  • Internships to apply concepts in live scenarios

This approach ensures you aren’t just passing exams you’re growing your practical accounting skills. The programme structure at Imarticus Learning is designed with an edge. It doesn’t stop at theory. It builds your confidence through:

  • Real-life, industry-backed case studies
  • Dual-teacher mentoring for continuous support
  • Interview preparation and soft skills training

For any finance student serious about a long-term accounting career growth, this level of support can make the difference between getting a job and building a career.

FeatureImarticus Learning CPA CourseTraditional Coaching Institutes
Industry PartnershipYes: KPMG in IndiaNo industry tie-ups
Internship SupportIncluded in the curriculumUsually not offered
CertificationJoint certification with KPMG in IndiaOnly a coaching certificate
Webinars and Live Sessions12 per year by KPMG expertsNone or limited
Tailored Learning MaterialsYes: For CPA, CFA, US CMA, ACCAGeneralised materials

This structure directly supports your success in real-world finance jobs.

Know more about the Certified Public Accountant Course by Imarticus Learning here

Frequently Asked Questions

1. What is the US CPA course, and who should take it?

The US CPA course (Certified Public Accountant) is ideal for anyone looking to build a global career in accounting and finance.

2. What are some suggestions for preparing for the CPA exam?

Yes. Maintain a systematic study schedule, review, practise mock exams, and study handpicked materials. Joining a trusted institute like Imarticus Learning can also give you expert-led CPA exam preparation tips and mentoring.

3. Can I take the CPA course while working full-time?

Absolutely. Many working professionals choose the CPA course to upskill. It is available with flexible learning provisions, and as such, one can study even as you keep working.

4. What can I do as a CPA?

After completing the Certified Public Accountant certification, you can work in auditing, tax advisory, consulting, or financial analysis. The positions are usually accompanied by increased compensation and global presence.

5. How is this different from other finance professional courses?

Unlike general finance professional courses, the CPA course is globally recognised and more focused on accounting, regulatory standards, and reporting. It equips you to be a leader in the home country (India) as well as internationally.

6. Is the Certified Public Accountant certification recognised in India?

Yes, the Certified Public Accountant certification gives Indian professionals an advantage in becoming fit to hold international positions in the Big Four and international firms.

Conclusion

Are you ready to stop waiting for the right job and start building the right skills? 

With the CPA course at Imarticus Learning, your journey from India to a global accounting desk is closer than you think.

Join Now. Build Your Global Finance Career with Imarticus Learning!

How to Get Into Investment Banking in 3 Months: No MBA Needed

Posted on by Imarticus Learning

Let’s be real, how to get into investment banking is one of the most searched career goals in finance.

Everyone wants the prestige, the salary, and the status. But few know what it actually takes. The path is steep, but if you play it right, it’s possible for anyone, even without an MBA or Ivy League degree.

In this post, we’ll give you a practical, no-jargon roadmap. No fluff. Just a clear plan for building your investment banking career path with the right tools: education, experience, skills, and smart decisions.

How to Get Into Investment Banking: Know the Career Ladder First

Before you chase roles or send CVs, you must understand how the investment banking career path actually works.

Investment banks offer advisory-based financial services to institutional investors, corporations, governments, and similar clients.

Step 1: Understanding the Investment Banking Career Path

Before sending off applications, take a moment to learn how the investment banking career path really works.

The investment banking market grow steadily through 2025, with expectations of a continued annual increase through to 2030.

Here’s how it typically looks:

  • Analyst
  • Associate
  • Vice President
  • Director / Executive Director
  • Managing Director

Each role comes with more responsibility and higher expectations. Recruiters now look beyond degrees. They want real skills, certifications, and experience. If you skip this foundation, you’ll lose to someone who didn’t.

How to get into investment banking

Step 2: Start with Essential Finance Certifications

Degrees are helpful, but they’re not enough anymore. Today, recruiters want proof you can work in real banking environments. That’s where essential finance certifications give you the edge.

The Postgraduate Programme in Banking and Finance by Imarticus Learning is one of India’s most job-focused courses. It gives you practical experience and a direct route into the BFSI sector.

Step 3: How to Get Into Investment Banking Through Internships

Internships matter. A lot. Investment banking internships give you the real exposure hiring managers look for.

Here’s how to land them:

  • Use your course network (Imarticus offers direct placement support)
  • Contact alumni on LinkedIn
  • Join internship portals and apply to firms too
  • Attend campus hiring sessions

A strong internship on your CV, especially one supported by your course, shows you’re already in the game.

Step 4: Smart Finance Networking Strategies That Actually Work

Your skills matter, but who you know still helps. The right finance networking strategies can get you that call-back or referral.

Start with:

  • Attending online finance webinars
  • Joining LinkedIn groups and commenting on posts
  • Reaching out to industry experts with thoughtful messages
  • Engaging with your mentors and instructors during your course

Step 5: Top Interview Tips for Investment Bankers

Knowing your numbers isn’t enough. You need to perform confidently under pressure. These interview tips for investment bankers work:

  1. Master your personal pitch (education + interest + future goal)
  2. Review basic valuation methods (DCF, comps, etc.)
  3. Know how to read a balance sheet and an income statement
  4. Stay updated on deals, IPOs, and market movements
  5. Practice mock interviews (Imarticus Learning offers this in their prep module)

Being well-prepared gives you an edge that most candidates simply don’t have.

Step 6: Apply the Right Way to Entry-Level Roles

Don’t spray your CV everywhere. Focus your efforts.

  • Start with analyst roles in credit, operations, or sales
  • Use placement connections to reach top employers
  • Tailor your CV to highlight projects, tools, and certifications
  • Use keywords from the job description when applying

The goal isn’t to apply everywhere, it’s to apply smart.

Even after landing your first role, learning must continue. Topics like AML, KYC, and regulatory finance help you move up faster. Other than academic qualifications, they require a good combination of analytical and interpersonal experiences.

The skill set needed usually depends on the target job. To cite an example, brokers should have extraordinary sales skills, and equity analysts must have a keen analytical mind and good communication skills.

How to get into investment banking

Why Imarticus Learning Is Your Gateway to a Job in Finance

The Postgraduate Programme in Banking and Finance from Imarticus Learning covers these through its modules and job-prep immersion phase. Learning doesn’t stop at certification; it’s your long-term asset.

Register for the Postgraduate Programme in Banking and Finance by Imarticus Learning, get certified, trained, and placed in just 3 months. Start your career with top retail banks and financial services firms. Step into entry-level roles offering salary packages of up to ₹6 LPA. Fast-track your journey in just three months.

Complete two months of interactive online training, followed by a one-month intensive Job:

  • Prep through the Imarticus Learning Immersion experience.
  • Engage in real-world simulations, roleplays, and case studies.
  • Build skills in sales, customer service, communication, and banking operations.
  • Earn an ₹8,000 Imarticus Banking Fellowship upon successful completion of the course.

Gain a certified qualification in Banking and Finance, backed by a curriculum crafted by professionals with over 20 years of industry experience. Open doors to various career paths, including Retail Banking, Credit Management, and Banking Operations.

Start your journey with India’s top-rated certification course. Assured placement, ₹8,000 fellowship, expert-led training, and real-world simulations.

Register Now!

FAQ

1. How do you get into investment banking without an MBA?

You can do it with a finance degree and a certified course like Imarticus’ postgraduate programme. An MBA is not mandatory.

2. What are the best finance networking strategies for students?

Start with LinkedIn, webinars, and alumni events. Use your course contacts too.

3. Do you need to do investment banking internships?

Absolutely. They make you familiarse yourself with the business and make your CV look impressive.

4. What are some of the job positions I would be able to secure after doing the Imarticus programme?

Retail bank analyst, credit officer, bank operations manager, and so on.

5. What are the effective interview tips for being an investment banker?

Keep cool, study the basics of finance, track the market, and do a mock interview.

6. What is the value of necessary finance certifications?

This certification indicate that you are employment-seeking and have an interest in the profession.

7. Can the non-finance graduates take this route?

Yes, in case you take a job-oriented course such as that of Imarticus Learning.

The Final Words

Entering investment banking has nothing to do with luck, but rather hard work, proper advice, and decisions. It allows you to have an upper hand in knowing how to enter investment banking, no matter whether you are a new starter or a career switcher.

Whether it comes to developing your skills with the help of critical finance certifications or intelligently employing finance networking tools and passing interviews successfully, every step counts.

In case you are looking to kick-start your investment banking career at an early stage, considering the Postgraduate Programme in Banking and Finance by Imarticus Learning will see you through all you need: actual training, placement, and guidance by professionals.

You are not only getting ready to take a job when you have well-organised learning coupled with industry exposure, but indeed you are beginning your long career.

Sign up today and get a head start on becoming a competitive, job-ready professional in investment banking.

FMVA Certification: The Ultimate Credential to Fast-Track Your Finance Career in 2025

Posted on by Imarticus Learning

Thinking of building a serious career in finance in 2025?

Here’s a fact: just having a degree won’t cut it anymore. If you’re aiming for roles in corporate finance, investment banking, or financial analytics, you need more than qualifications. You need proof that you can handle real-world financial tasks. That’s where the FMVA certification becomes a game-changer.

This blog breaks down how the Financial Modelling and Valuation Analyst (FMVA) path can help you stand out and how Imarticus Learning’s Postgraduate Financial Analysis Programme gives you the tools, training, and support to get there.

Why FMVA Certification is a Must in 2025

The finance industry is changing. Recruiters today want professionals who know how to apply theory in practice. The FMVA certification is globally recognised as a practical, skills-first credential designed for today’s fast-paced financial world. 

CFI provides the Financial Modelling and Valuation Analyst (FMVA) certification. Learners may also opt for individual courses tailored to their needs, without enrolling in the full certification programme.

The analyst path includes seven optional prerequisites to revisit core concepts, eleven core modules to establish a strong base in financial modelling and valuation, and at least three elective courses to explore specialised areas, making up a total of fourteen required courses. To earn the certificate, students must achieve a minimum score of 80% in each course assessment and pass the final exam.

It teaches you to:

  • Build professional financial models
  • Perform real-world valuations
  • Analyse company performance in Excel
  • Prepare investment reports and pitch books

Unlike general courses, FMVA prepares you for a career advancement in finance by focusing on what you’ll actually do on the job.

 FMVA Certification vs Traditional Corporate Finance Certification

Most traditional corporate finance certification programmes focus on theory and academic concepts. That’s great for exams, not for interviews.

In India, professionals with Financial Modelling and Valuation Analyst (FMVA) certification typically earn a base salary ranging between ₹96,000 and ₹1,00,000 per month. 

FMVA flips the script:

  • Emphasis on Excel and financial modelling skills
  • Assignments based on live market data
  • Real-world case studies and decision-making simulations

This blend of practicality and credibility makes FMVA the better choice in today’s job market.

Develop Financial Modelling and Valuation Analyst Expertise

Want to become a strong financial modelling and valuation analyst? 

Start with real tools and techniques.

Here’s what the FMVA course will teach you:

  • How to build a three-statement model from scratch
  • Use DCF and comparable valuation methods
  • Conduct equity research using real-time company data
  • Apply scenario and sensitivity analysis
  • Build presentations and pitch books in PowerPoint
FMVA certification

These are the exact tasks that analysts perform in investment banks and private equity firms.

Excel and Financial Modelling Skills That Matter

Every recruiter in finance checks two things: your Excel and financial modelling skills.

The FMVA programme covers:

  • Advanced Excel functions
  • Dynamic financial models
  • Data visualisation techniques
  • Error checking and model auditing

Career Opportunities After FMVA Certification

Once you complete your FMVA and aligned training, you become eligible for roles like:

  • Financial Analyst
  • Investment Banking Analyst
  • Equity Research Associate
  • Corporate Finance Associate
  • Valuation Consultant

All these jobs require hands-on financial modelling and valuation analyst skills, which is exactly what FMVA delivers.

How FMVA Helps with Finance Career Advancement

If you’re stuck in a low-growth job or trying to break into finance, FMVA can give you the edge.

You’ll gain:

  • Strong knowledge of Excel and valuation
  • Real work samples to show in interviews
  • Greater confidence in handling complex data
  • Recognition from hiring managers who trust FMVA

Many ask: How does FMVA compare to other investment banking certifications?

Here’s a simple breakdown:

FeatureFMVA CertificationTraditional IB Certification
FocusValuation + Modelling + ExcelDeal structure + Regulations
Suitable ForFinance jobs across verticalsPure investment banking roles
FlexibilitySelf-paced or blendedUsually rigid schedules
Practical ApplicationHighModerate
Career SupportYes – Job Assurance & MentorshipRare or limited

In short, FMVA has broader utility, which is perfect for freshers or professionals seeking flexible entry into finance.

Why Choose Imarticus Learning for FMVA-Aligned Training

Imarticus Learning has already helped over 45,000 learners transition into top finance roles. Imarticus Learning goes further; it guarantees interviews.

This corporate finance certification is for fresh graduates and professionals with 0–3 years of experience. You can choose:

  • 4 months (weekday classroom)
  • 8 months (weekend classroom or online)

And it includes:

  • 7 guaranteed interviews
  • 100% job assurance for eligible learners
  • Personal branding and LinkedIn profile coaching
  • Mentorship from real finance leaders

This is not theory. This is training that ends in employment.

Here’s what makes their Postgraduate Financial Analysis Programme a perfect FMVA-aligned choice:

  • Structured learning: 200+ hours of guided content
  • In-class simulations and real-world exercises
  • PowerPoint and Excel mastery
  • Networking opportunities through events and sessions
  • Recognition: Best Finance Education Provider, Elets 2024

Register now to start your FMVA-level journey with job assurance included.

FAQ

1. What is FMVA certification?

FMVA stands for Financial Modelling and Valuation Analyst. It proves you’re skilled in real-world financial tasks like valuation, Excel modelling, and forecasting.

2. Does FMVA help with finance career advancement?

Yes, especially in 2025, where employers demand practical, job-ready skills beyond just theory.

3. What are the core Excel and financial modelling skills covered?

You’ll learn to build three-statement models, perform DCF analysis, and use Excel for data-driven decisions.

4. Is FMVA certification valid in India?

Absolutely. Indian finance firms, banks, and consulting companies value FMVA, especially when paired with local training like Imarticus Learning.

5. How does FMVA compare with investment banking certifications?

FMVA covers broader skills, applicable to IB, corporate finance, and analytics, while IB certifications are more niche.

6. How long does the FMVA-aligned course at Imarticus Learning take?

Depending on your mode, it runs for either 4 months (weekdays) or 8 months (weekends). Both formats include job assurance.

7. What makes Imarticus Learning a strong choice for FMVA preparation?

Imarticus Learning combines real-time simulations, 7 guaranteed interviews, and expert mentorship, exactly what finance employers want today.

Conclusion

If you’re serious about breaking into finance or moving up quickly, the FMVA certification is no longer optional. It is the intelligent, systematic process to develop the Excel and financial modelling skills required by employers and demonstrate that you can do more than just give them a degree next time.

No matter where you direct your focus career-wise, including the fields of investment banking, equity research, or corporate finance, you can have a head start in the competition with this certification because it proves to someone that you are ready to work and not just on theory.

Pair that with the job-assured Postgraduate Financial Analysis Programme from Imarticus Learning, and you don’t just learn, you get hired. You’ll build deep practical knowledge, grow your personal brand, and gain insider support from mentors who’ve been there.

Register for the Imarticus Learning Postgraduate Financial Analysis Programme and fast-track your finance career in 2025 with the confidence of FMVA-aligned training and 100% job assurance.

Don’t wait for the perfect opportunity; upskill, certify, and create it for yourself.

How to Become a Financial Analyst in India Even If You Have No Experience

Posted on by Imarticus Learning

Have you ever wondered how to become a financial analyst and build a future-proof career in finance? 

Most of the graduates in the field of finance feel confused by the competition and do not know where to start to establish themselves in the financial world. The good news? You don’t need years of experience or an Ivy League degree to succeed.

All you require is the proper skills, certifications, and a clever plan of action, and you can go ahead.

Here, we are going to take you on a distinct path to being a successful financial analyst in India.

What Does a Financial Analyst Do?

A financial analyst carries out financial analysis as a key part of their role, serving either internal teams or external clients.

Their work is to check on their financial reports, trend analysis, and the opportunities to invest in. They also provide reports and other presentations that will enable decision-makers to appreciate financial performance and make intelligent decisions.

Still, there are various kinds of financial analysts, as each focuses on a certain area:

  • Stocks, bonds, etc., are always reviewed by the investment analysts.
  • Risk analysts identify potential financial risks.
  • Portfolio managers deal with investment portfolios to obtain greater returns as well as control the risks.
  • Equity research analysts give opinions and recommendations on specific shares or market segments.

The financial analysts operate in numerous sectors- the industry, corporate finance, consulting, and investment companies. They apply their skills to the objective of the organisation wherever they are.

The Roadmap: How to Become a Financial Analyst

Financial analysts help businesses and individuals decide how to spend money wisely to achieve profits. You require a strategic course. This roadmap will guide you in acquiring the proper knowledge, tools, and experience to hopefully become one step ahead of the rest as a financial analyst.

Step 1: Know What a Financial Analyst Is Really Like

Have a clear understanding of the job before getting involved in courses or a job search. A capital analyst makes use of the information and dictates future projections and investment/business decisions. You can do equity research, corporate finance, M&A, or portfolio analysis.

In order to have a successful career, you will have to know the technical stuff, think smartly, and present yourself. That’s why identifying and building the right financial analyst skills is the first major step.

Step 2: Build Core Financial Analyst Skills Early

Recruiters no longer hire based only on degrees. They want financial analyst skills that show you can perform under pressure and solve real problems. 

These include:

  • Financial statement analysis
  • Excel and PowerPoint fluency
  • Equity and industry research
  • Business valuation techniques
  • Forecasting and budgeting
  • Strong communication skills

Mastering these skills can set you apart from other applicants.

Step 3: Enrol in Financial Modelling Courses

If there’s one skill every analyst must master, it’s financial modelling. Most candidates either skip it or learn it theoretically. Big mistake.

Real-world finance roles rely heavily on modelling for decision-making, whether you’re working on valuations, market research, or investment strategy. A good course doesn’t just explain models, it lets you build them.

Step 4: Choose the Right Finance Certifications

Certifications will give you credibility and demonstrate to potential employers that you are really committed to finance.

There are certifications such as:

Finance CertificationFocus AreaSuitability
CFA Level 1Investment analysis, portfolio managementIdeal for equity analysts and fund managers
CPAAccounting and auditingFor roles in accounting-heavy finance jobs
Postgraduate Financial Analysis Programme (Imarticus)Practical analysis, financial modelling, valuationFor freshers and early-career professionals

If you’re just starting out, the Imarticus Learning programme offers one of the most industry-aligned financial modelling courses with 100% job assurance and 7 guaranteed interviews.

Step 5: Start Networking in the Finance Industry During Your Course

Many assume networking is only for senior professionals. However, networking in the finance industry should start on Day 1.
Here’s how to do it even if you’re a student:

  • Create a professional LinkedIn profile
  • Join finance groups and follow industry leaders
  • Attend webinars and guest lectures
  • Connect with peers from your training programmes

Step 6: Prepare for Interviews with a Focused Strategy

To land the job, you need to have a skill set and certifications. However, this is the twist: most applicants fail in interviews even when they have attended good courses.

That’s why interview preparation for analysts is crucial. You should be capable of discussing your models, explaining how to value the companies, and their behaviour.

Step 7: Keep Upskilling for Continuous Career Growth in Finance

Finance isn’t static. Regulations change. Tools evolve. New products emerge. To grow in your role and move up the ladder, you must keep upgrading.

Focus on these areas as you grow:

  • Anti-money laundering (AML) frameworks
  • Know your customer (KYC) policies
  • Financial compliance and regulations

Why Interview Preparation for Analysts Matters

Receiving an interview is just halfway there. The only thing that matters is how you manage the follow-up chat. Interview preparation for analysts is often overlooked, but it can make or break your chances, especially in today’s competitive finance job market.

By seeking to become an analyst, you will have to show how you analyse data, describe the valuation models, and answer business scenarios presented in the real world. 

Interviewers always demand that you take them step-by-step through your financial modelling work, read and interpret a company statement, or assess the trends in the market. You should demonstrate not only technical aptitude but also good communication.

Even in programmes such as the Postgraduate Financial Analysis Programme offered through Imarticus Learning, there is ample training on interviews, mock tests, and resume-cleaning up, so that when you go into an interview, you are confident rather than nervous.

Why Choose Imarticus Learning to Become a Financial Analyst?

Imarticus Learning has trained over 45,000 professionals and delivered thousands of job transitions across India. The Postgraduate Financial Analysis Programme is one of the most job-relevant courses available today for freshers and early professionals.

Programme Highlights:

  • 100% job assurance
  • 7 guaranteed interviews
  • Weekend and weekday batches (classroom + online)
  • Duration: 4 to 8 months
  • Real-world simulations
  • Placement training + personal branding support

Start your journey to becoming a financial analyst with hands-on learning, expert mentoring, and a clear path to placement.

Get hired with 100% job assurance by enrolling in the Imarticus Learning’s PGFAP Course!

FAQ

1. How do you become a financial analyst with no experience?

Get a degree that involves finance, and then enrol in a practical course such as the Imarticus Learning Postgraduate Financial Analysis Programme.

2. What are the top financial analyst skills I need to develop?

Emphasis on financial modelling, Excel, valuation, communications, and problem solving. They are in demand in high-end positions in the field of finance.

3. Do you really need to take up financial modelling courses?

Yes. They know how to construct business models and perform actual analysis, which is essential to any financial analyst. This is something that recruiters expect you to understand.

4. Which finance certifications help in career growth in finance?

Credentials such as CFA, CPA, and the Postgraduate Financial Analysis Programme enhance your profile and give you access to higher positions.

5. What can I do to prepare for financial analyst interviews?

Read case studies, brush up on your verbalisation, and practise describing models. 

6. Is it possible to move to the position of a financial analyst instead of accounting?

Absolutely. Many accountants acquire the right skills and certifications to transfer. Knowledge of financial modelling and valuation is essential.

7. What is the role of networking in the finance industry for freshers?

Very. It aids in job referral, learning, and remaining in sight. Start networking while you’re still in your course.

Final Thoughts

There is no luck in becoming a financial analyst, but strategy. With proper skills, certification, and training, you can create a career that will not only be well-paying but also keep growing.

So if you’re still asking how to become a financial analyst, it’s time to stop wondering and start preparing. Select the programme that provides you with practical skills, real interviews, and practice to succeed.

Take the first step towards building your dream finance career today.

How to Become an Investment Banker: The Modern Roadmap from Classroom to Wall Street

Posted on by Imarticus Learning

Do you ever wonder how fresh graduates land high-paying investment banking jobs straight out of college while you’re still figuring things out? You’re not alone.

The road to investment banking is often misunderstood; some think it’s all about luck or fancy connections. But the truth? It’s a structured journey, and you can follow it too. This post breaks that down, step by step.

How to Become an Investment Banker: Understand the Career Path Before You Start

Let’s get this clear: investment banking isn’t just for Ivy League graduates or financial geniuses. It’s for anyone willing to work hard and upskill.

Investment banking provides advisory-based financial services to institutional investors, corporations, governments, and similar clients.

You must build a foundation in:

  • Financial markets
  • Securities
  • Wealth and asset management
  • Risk handling
  • Anti-money laundering (AML)

Most aspirants make the mistake of jumping into job applications without understanding what the role requires. Recruiters want skills. You need to know how banking works behind the scenes, especially in operations. That’s why choosing from the top investment banking courses can change everything.

Investment Bank Team Structure: Jobs and Career Path

The investment banking career line is hierarchical. Most professionals start as analysts and scale up the ladder to associate, vice president (VP), director, or senior vice president (SVP), and finally, the apex of being a managing director (MD).

Analyst- The Entry Point

Role:

Analysts are the entry-level people on the investment banking ladder. They collaborate directly with associates to create marketing materials to pitch the firm to clients, create financial models that value the firm, and perform intensive industry and product research.

Associate-level Managing Deliverables

Role:

Associates will supervise Analysts and assume the responsibility of providing client-presenting materials. Although they still perform pretty much the same things, like constructing financial models, they also bring with them more responsibility for precision and ownership of work.

Vice President (VP) -Team Leader

Role:

Vice Presidents fill the gap between top-level managers and junior employees. They supervise associate and analyst working groups, develop relationships with clients, and assist in executing deals.

Ex-Senior Vice President (SVP) / Director- Driving Strategy

Role:

The directors (or SVPs) are in a strategic position. They do solicit new offerings, supervise the ongoing transactions, and manage top-level relationships with the clients. They are also important in training junior workers and in generating revenues.

Managing director (MD)

Role:

Managing Directors are in charge of sector or product teams and bear complete responsibility for winning and generating business. They control long-term strategies and are at the top of the decision-making level.

Why Financial Modelling Skills Matter More Than Ever

Every investment banker must work with numbers. But not just basic Excel formulas. We’re talking about:

  • Profit projections
  • Company valuation
  • Mergers and acquisitions modelling

That’s where financial modelling skills come into play. This is your edge in interviews and on the job. Recruiters look for candidates who can analyse complex data and build realistic forecasts. Most freshers ignore this and lose out.

If you want to know how to become an investment banker, mastering financial modelling is non-negotiable. Practice case studies. Take simulations. Learn the logic behind the numbers, not just the formulas.

Interview Tips for Investment Banking Roles (That Actually Work)

You’ve done the course and built your base. Now what? The real test lies in interviews. Most candidates mess up here, not because they lack knowledge, but because they lack structure.

Follow these interview tips for investment banking:

  • Always have 2–3 finance-related news stories prepared.
  • Explain your project work like a story, not like a textbook.
  • Learn basic financial modelling logic.
  • Practice mock interviews and record yourself.
  • Research your interviewer if possible.

Remember, confidence comes from practice. The more real-world knowledge you bring, the better you sound. Use your financial modelling skills to talk about real cases.

Start Networking in the Finance Industry While You’re Still Studying

Connections open doors. That’s a fact. Most jobs in investment banking don’t get posted online. They come through referrals.

Here’s how you can start networking in the finance industry now:

  • Join LinkedIn groups for finance professionals.
  • Follow CFOs, analysts, and recruiters from investment banks.
  • Attend webinars from top investment banking courses.
  • Comment meaningfully on posts.
  • Ask questions, not favours.

One introduction can lead to your first break. Build that chain before you need it.

What Recruiters Expect: A Realistic Look

India’s venture capital (VC) landscape showed strong recovery in 2024, with funding 1.4 times higher than in 2023.

Many freshers don’t understand what a recruiter in an investment bank wants.

Here’s a simplified breakdown:

  • Good command of financial modelling skills
  • Practical knowledge of investment operations
  • Communication that is sharp but clear
  • Internship or course with real-time simulations
  • Smart use of keywords like securities, risk, and reconciliation

That’s why courses like CIBOP™ matter. They give you practice scenarios. You understand how trade life cycles work, what back-office teams do, and how it connects with front-office decisions.

The Modern Investment Banking Career Path

The traditional way of entering investment banking is no longer enough. You need extra efforts and smarter choices.

Step 1: Bachelor’s Degree in finance, economics, or related field

Step 2: Choose from the top investment banking courses

Step 3: Gain financial modelling skills through projects or bootcamps

Step 4: Start networking in the finance industry during your course

Step 5: Apply for internships or entry-level roles

Step 6: Clear interviews with solid interview tips for investment banking

Step 7: Upskill continuously (AML, KYC, regulatory modules)

This route is not just theory. It’s the proven structure that banks in India now accept.

CIBOP™ by Imarticus Learning: Your Fast-Track Route to a Career in Investment Banking

The Certified Investment Banking Operations Professional (CIBOP™) course by Imarticus Learning isn’t just another certificate. It gives you exposure to real-time banking scenarios and mentors with years of Wall Street experience.

This course has helped thousands who had 0–3 years of work experience find their spot in banking.

FeatureWhat You Get
DurationChoose from 3 or 6 months
Placement Rate85% success rate
Job Assurance100% job guarantee for eligible learners
Salary PotentialUp to INR 9 LPA
Curriculum FocusPractical, scenario-based training
RecognitionBest Finance Education Provider 2024

Thousands of learners have switched careers or started new ones with the CIBOP™ course. Some were freshers. Others came from accounting backgrounds. But they all followed one thing: structured upskilling.

Imarticus Learning’s investment banking course doesn’t stop at lessons. It coaches you. Guides you on interviews. Places you in a position to work in the financial world. And, what is above all, it will make you stand out in a crowd.

FAQ

1. What qualifications do I need to become an investment banker in India?

You require a bachelor’s degree in finance, economics, or any related area. Your chances are better with a practical course like CIBOP™, which improves your chances.

2. What are the top investment banking courses in India?

The CIBOP™ by Imarticus Learning is highly regarded for its real-time focus and placement support.

3. How important are financial modelling skills in investment banking?

They are essential. Whether you’re in operations or front-end roles, you must understand numbers deeply.

4. Can a fresher get into investment banking?

Yes. It is possible when you choose the correct career path in investment banking and upgrade with the correct course.

5. How do I build strong networking in the finance industry as a student?

Join professional groups, attend webinars, and stay active on platforms like LinkedIn. 

6. How can I prepare for investment banking interviews as a fresher?

Focus on the basics: know your financial modelling skills, stay updated with market news, and practise talking through your projects confidently. Imarticus Learning’s CIBOP™ course also includes mock interviews and real-world case training to get you job-ready.

7. Is job assurance really possible through investment banking courses?

Not all courses offer this, but the CIBOP™ by Imarticus Learning does come with a 100% job assurance for eligible candidates.

Final Thoughts

So, you’ve learned the path. You are aware of the steps to take to become an investment banker. So the question is: Will you take action?

Become serious with your future, visit the Certified Investment Banking Operations Professional (CIBOP™) course offered by Imarticus Learning. It is for people like you because you are one of those who need something more than just a job. Individuals wishing to work in the world of banking.

Take the first step towards your investment banking career today. Enrol in the CIBOP™ programme at Imarticus Learning and secure your future on Wall Street or Dalal Street.

This Financial Modelling and Valuation Course Will Make You CFO-Ready in 6 Months!

Posted on by Imarticus Learning

Have you ever felt like your finance degree just isn’t enough?

You’ve got the basics, but when it’s time to actually analyse a company’s value or make investment calls, there’s hesitation.

Why? 

Because textbooks won’t teach you how to think like a CFO. What’s missing is real-world skill, the knowledge you get from a Financial Modelling and Valuation Course. If you’re serious about CFO career development, it’s time to level up.

What’s Holding You Back From Becoming a Future CFO?

Financial modelling means creating a simplified version (a model) of a real-life financial situation. Financial models are basically used by businesses to work out budgets, value the businesses, and assess risks. Such models assist the leader in making decisions on the areas to utilise the money, how to expand, or even reduce the need.

Strong models consist of real historical numbers, assumptions, and correct financial statements, such as profit & loss, balance sheet, and cash flow. These are essential, without which the numbers become useless.

The model should be simple, clear, and changeable. Ensure that others will be able to understand it. Do not make mistakes; recheck your formulas. Design it in a good way so that it does not collapse when inputs vary.

Case Examples in the Big Companies

Ø  Activision Blizzard is a company purchased by Microsoft.

They have adopted a DCF (Discounted Cash Flow) that would help determine whether the $68.7 billion deal made business sense.

Ø  Airbnb in the time of COVID-19

In order to make ends meet during the pandemic, Airbnb constructed models that demonstrated worst-case scenarios in terms of cash flows. This was to keep them prepared for anything.

Ø  Production Planning of Tesla

Tesla also employed models in terms of cash expenditure and supply chain risks. These assisted the company in planning its expansion without a lack of funds.

Ø  Apple Share Buybacks

Apple used financial modelling to determine the amount of money to pass to the shareholders. It assisted the company in striking a balance between reward and risk. 

Why Finance Graduates Struggle Without Practical Skills

The academic world often misses what the industry expects, such as practical finance execution. Think about it. When you’re asked to assess a company’s worth or present forecasts to stakeholders, are you just guessing based on formulas?

Or are you relying on solid investment analysis skills backed by business valuation techniques?

This gap isn’t small. Most finance graduates enter the workforce without hands-on skills like Excel financial modelling, market risk evaluation, or cash flow structuring. They know theory, not execution.

Financial Modelling and Valuation Course: Why It’s More Than Just Numbers

According to its World Economic Outlook report, the International Monetary Fund (IMF) thinks that global growth will remain low at 3.2 percent in 2024 and 2025.

You may think it’s just Excel. But financial modelling and valuation courses go beyond spreadsheets.

They train you to:

  • Forecast revenues and costs
  • Build three-statement models (Income Statement, Balance Sheet, Cash Flow)
  • Conduct scenario analysis
  • Do comparative company valuations
  • Understand DCF (Discounted Cash Flow) and LBO (Leveraged Buyout)

If you’re chasing a CFO career development, knowing how to use Excel like a CFO does isn’t optional; it’s essential. You need to break down performance metrics, evaluate risk, and create investor-ready reports.

Corporate Finance Training: Your First Step to the CFO Career

Being a CFO isn’t just about knowing finance. It’s about applying it at a strategic level.

That’s where corporate finance training changes everything. You’ll learn to look beyond balance sheets to judge company performance, make capital structure decisions, and manage profitability. This training sharpens your ability to make financial decisions that impact the business directly.

CFOs don’t just track money. They tell stories with it. For instance, if you’re handed a proposal to acquire a smaller company, can you assess whether the target firm is undervalued or overpriced? That’s where your business valuation techniques come in.

Business Valuation Techniques: How CFOs Make Smart Calls

Valuation isn’t opinion. It’s structured logic.

If you can’t value a business, you can’t lead its financial strategy. With strong business valuation techniques, you’ll be able to:

  • Value public companies using market comparables
  • Evaluate startups using revenue multiples
  • Forecast discounted cash flows under various scenarios

Imagine you’re in a board meeting, and someone asks if the company should expand into a new geography. You can’t rely on instinct. You’ll need numbers. That’s what this training equips you for: data-backed, analytical thinking. CFO career development doesn’t happen overnight. But with the right skills and roadmap, you can fast-track your growth.

Start as a financial analyst. Get hands-on with real-world deals. Master modelling, valuation, and risk. Gain exposure to internal controls, compliance, and budgeting.

From there, you move up to associate, manager, finance lead, and eventually, CFO. Every level requires smarter financial judgment and deeper accountability.

Why Indian Finance Professionals Need This Now

India’s financial services sector is growing fast. But there’s a shortage of finance talent that’s job-ready.

Employers today don’t want just degrees. They want professionals who can:

  • Evaluate investments confidently
  • Forecast accurately
  • Navigate financial operations smoothly

Whether you’re in Mumbai, Bangalore, Delhi, or Hyderabad, a Financial Modelling and Valuation Course bridges the classroom-to-boardroom gap. And if you’re serious about corporate finance training, investment analysis skills, and CFO career development, then this is your next logical step.

How the CIBOP™ Programme from Imarticus Learning Transforms Your Career

Let’s break down how Imarticus Learning’s CIBOP™ course stands out:

FeatureWhy It Matters
100% Job AssuranceYou don’t just study, you get placed. A real job. Guaranteed.
85% Placement SuccessStrong industry connections mean real results.
3- or 6-Month FormatChoose based on your schedule both are intensive and industry-ready.
Focused on Real ScenariosLearn what actually happens in investment banks, not textbook fluff.
Recognition in IndustryNamed Best Education Provider in Finance at the 30th Elets World Education Summit 2024.

More than just a certificate, this course is your launchpad to high-growth finance roles. Whether you aim to enter an investment bank, a fintech firm, or a consulting company, this programme builds your credibility.

No one becomes a CFO without mastering Excel. Why? Because it’s the language of modern finance.

With Excel financial modelling, you’ll:

  • Build structured forecasting models
  • Automate budget tracking
  • Perform real-time risk calculations
  • Create dashboards for C-level decision making

The Imarticus Learning programme doesn’t just skim Excel. It deep-dives. You’ll model P&Ls, run sensitivity tests, and even simulate equity research reports. These models speak louder than words when you’re sitting across a boardroom pitching your vision. Imarticus Learning supports this journey with dedicated career services, mock interviews, resume building, LinkedIn branding, and access to top recruiters in finance.

FAQ

1. What does a financial modelling and valuation course consist of?

A financial model and valuation course teaches the use of Excel to create models to analyse companies, plan budgets, and undertake business valuation based on real data.

2. What is the benefit of taking a financial modelling and financial valuation course?

It assists in the development of fundamental finance skills such as Excel financial modelling, investment analysis, and business valuation methodologies, all of which are essential in the development of a CFO career.

3. Who may attend the financial modelling and valuation course?

Anyone interested in training in corporate finance can become a member, and so can graduates of finance or those young professionals who are new to the professional world. It suits workers between 0 and 3 years.

4. What role does this course play in developing CFO careers?

This course will make you learn real-life skillsets of a finance professional, such as investment analysis, prediction, and decision-making, which are also necessary to become a CFO.

5. What do you learn in a course in financial modelling and valuation?

You will study Excel financial modelling, the financial statements, the DCF analysis, forecasting, sensitivity analysis, and business valuation skills.

6. Is Excel financial modelling challenging?

No. Excel financial modelling is something that, with an organised corporate finance training, can be easily mastered by any person. Courses begin with the elementary tools and then get advanced.

7. What is the contribution of this course towards investment analysis?

You will train in analysing company performance, determining risk, and constructing models to make investment decisions, as some of the skills employed by leading finance experts.

8. What are the possible careers people can practice after the course?

You have a possibility of working as a financial analyst, investment banking associate, risk analyst, or even advance to be a CFO.

The Final Words

You don’t need another generic finance course. You need a financial modelling and Valuation Course that turns ambition into action. If you want to rise through the ranks and eventually take the CFO seat, then this is your moment.

Imarticus Learning’s Certified Investment Banking Operations Professional (CIBOP™) programme isn’t just a course. It’s a career accelerator that combines corporate finance training, investment analysis skills, business valuation techniques, and Excel financial modelling; all the basics you need for CFO career development.

Enrol now in the CIBOP™ course and turn your finance knowledge into job-ready action, with 100% placement assurance and a future you’ve earned.

The Ultimate Guide to Investment Banking Classes for Aspiring Analysts

Posted on by Imarticus Learning

Investment banking courses in the current rapidly evolving finance landscape are not only a stepping-stone but a springboard to lucrative career paths in the world of finance. For a future career as an analyst, quality training can accelerate one’s career faster, bridge skill gaps, and offer entry into best-of-breed options in the top finance cities of the world.

A finance analyst introduction program is not only rich in basic knowledge but also endows them with high-level technical knowledge and recent applications. And with the appropriate investment banking curriculum overview, professionals can easily shift to live projects as well as actual banking procedures.

What Do Investment Banking Classes Teach You?

You ought to know what you are getting yourselves into before you become involved. Investment banking training typically entails four broad categories:

  • Corporate Finance & Valuation: Review company accounts, perform due diligence, and handle M&A and IPO calls.
  • Financial Modelling: Excel decision and projection models utilised daily by analysts.
  • Securities & Trade Operations: Acquire knowledge of equity, debt, and derivative markets—settlement cycles and trade monitoring.
  • Regulations & Compliance: Study international AML regulations, KYC norms, and sound banking practices.

These modules are the cornerstone of any investment banking analyst course, with technical, strategic, and regulatory competence for a career anywhere in the world.

Why Beginners Should Opt for Analyst-Specific Courses?

An investment banking course to become an analyst is quite different from a typical finance course. Here’s why:

  • Specific Skills: These courses are specially offered for the professional job roles such as Equity Analyst, Trade Associate, or KYC Analyst.
  • Industry Exposure: Offer live project exposure and mentorship by senior bankers.
  • Placement Oriented: The majority of the best courses provide interview or placement guarantee.

For all interested to know how to become an investment analyst, the answer is generally starting with enrolling in a professional investment banking analyst training program that incorporates skill development with career guidance.

Key Features of a High-Impact Investment Banking Course

While considering best courses for a finance professional, look at based on the following:

  • Depth of Curriculum: Coverage of special as well as core modules.
  • Practical Exposure: Exposure with projects.
  • Mentor Access: Individual access to masters.
  • Career Guidance: Resume building workshops, mock interview practice sessions, and placement camps.

One such high-performing program is the Certified Investment Banking Operations Professional (CIBOP) from Imarticus Learning. With 85% placement and job guaranteed, it is a refueling stop for finance passouts keen to accelerate.

How Long Should Your Investment Banking Class Be?

Time is money. While brief bootcamps are nothing but surface exposure, the well-structured 3 to 6 months (as the case may be) program guarantees depth of learning.

The structure of the course in investment banking has to be grounded as much as possible in career aspirations and not just depth of exposure.

CIBOP is offered in two modes—3 months (intensive) and 6 months (weekend)—with working professionals and students both having the leeway.

Imarticus CIBOP: A Deep Dive

About the Program

CIBOP program has developed more than 50,000 careers and conducted 1200+ batches. Project-based and best suited for those who desire sure-shot interview calls and formal mentoring.

What You Learn

  • Money Laundering Techniques
  • Ethical Banking
  • Trade-based Money Laundering
  • Compliance and Risk Management

Career Support

  • 7 Interview Guarantees
  • 1000+ Recruitment Partners
  • 60% Salary Increment Average
  • 4 LPA Average Salary

Regardless of whether you are about to begin your career or contemplating a career change, the CIBOP gives you a sound edge in a competitive situation.

Real-World Roles After Completing Investment Banking Classes

Upon completing a financial analyst course for beginners, your investment banking career could proceed to:

  • Investment Banking Associate
  • Client Onboarding Analyst
  • Wealth Management Associate
  • Trade Surveillance Analyst
  • Regulatory Reporting Executive
  • Risk Management Consultant
  • Hedge Fund Associate
  • Collateral Management Analyst

Every role entails specialized exposure, from client engagement to risk analysis and regulatory reporting.

How Investment Banking Training Aligns with Job Prospects?

Investment banks and global finance firms require professionals who are:

  • Job-ready from Day 1 
  • Compliance workflow familiar
  • Trade settlement proficient
  • Excel-based financial modeling expert

That is why professionally certified high-reputed institute students get the best career in investment banking. A program like CIBOP™ is not offering training—it develops capability. It bridges the knowledge-practice divide and exactly reflects what recruiters look for.

Essential Skills Needed for Investment Banking Success

These are investment banking skills every analyst must gain:

  • Excel & PowerPoint Mastery
  • Financial Modeling
  • Data Reconciliation & MIS Reporting
  • Regulatory Compliance
  • Client Communication & Stakeholder Reporting
  • Problem Solving under Pressure of Time
  • Global Knowledge of the Market

These are adequately covered in formal training such as CIBOP™ so that the candidate is professionally well-prepared overall.

What Makes a Certification Worth It?

Choosing the best investment banking certification is a significant decision. Ensure that the course has:

  • Accreditation: Industry- or institution-approved.
  • Placement Track Record: Success with salary results demonstrated.
  • Real-World Relevance: Industry projects, evaluation, and instructors.

The Best Education Provider in Finance award for Imarticus at the 30th Elets World Education Summit 2024 solidified its leadership.

Imarticus Learning’s Edge in Career Growth

This is how CIBOP™ course stands out:

  • 100% Job Guarantee
  • 3-6 Month Duration Choices
  • International Career Opportunities
  • Professional-Led Live Training
  • No Limits to Career Guidance
  • In-depth Certification

From beginners to mid-level working professionals, the course has been structured in a manner that builds capability as well as confidence.

FAQs

1. What is the ideal duration of investment banking classes for beginners?

An ideal course duration of 3–6 months is ideal to cover the trade-off between theory learning and practical exposure, especially with placements assured.

2. Do I need a finance background for these courses?

Yes, the majority of the analyst-level courses like CIBOP™ are for finance graduates or freshers with experience ranging between 0–3 years.

3. What’s the average salary after completing CIBOP?

The graduates have been placed at jobs with a salary of 9 LPA, average being 4 LPA.

4. Can I shift from a non-banking career to investment banking?

Yes, if you have a basic finance background, a structured certification like CIBOP™ can facilitate the switch.

5. Are these classes available online?

Yes, the best investment banking courses like CIBOP are the best classes for finance careers and are online and in the form of hybrid courses as well.

6. What’s the placement process like?

You will get resume preparation, mock interviews, and access to 1000+ placement partners, with 7 interviews assured.

7. Is the certification recognised globally?

Although CIBOP had its inception in India, the course follows global standards and is hence as useful for international positions as well. 

Conclusion

Choosing the correct investment banking courses can change the course of life in finance. Whether it is a young analyst wanting to begin a career or an already successful professional seeking a mid-career switch, a recognised course such as CIBOP™ at Imarticus Learning offers it all—talents, exposure, credibility, and most importantly—career guidance.

Since the financial world keeps advancing with technology, regulation, and globalization, there is never a more opportune time than today to invest in yourself. Become a successful investment banker today.

A Complete Guide to PESTLE Analysis

Posted on by Imarticus Learning

Having knowledge of the external business environment at the time of decision-making in a business is extremely critical. PESTLE analysis is one of the finest ways to do this. What is PESTLE analysis? It is an instrument which facilitates analysis of external macro-environmental influences on businesses. Political, Economic, Social, Technological, Legal, and Environmental forces are the letters used by the acronym. All of these are extremely crucial while decision-making in a business.

Full PESTLE analysis is applied on a daily basis by business planners, financial analysts, and marketers for market conditions analysis, trend prediction, and risk avoidance. Companies use instances of PESTLE analysis for foreign expansion analysis, policy changes, and technological trends along the way. The information gained from such an analysis may even prove useful to professionals seeking an ACCA course because it provides them with risk assessment and strategic planning capabilities.

In a fast-moving global economy, organisations need to respond fast to external factors. Digitalisation, climate policies, regulatory climate, and shifting consumer trends make organisations keep themselves equipped with a scientific approach to analyse such factors. The PESTLE analysis provides a scientific way of analysing opportunities without threats and finding an equilibrium between business objectives and external factors.

In this article, PESTLE analysis will be explained in full detail, supported by examples and applications, including a step-by-step process in conducting it. 

What is PESTLE Analysis?

PESTLE analysis is a strategic management tool by which businesses are able to study external macro-environmental factors. Every element of the PESTLE analysis full form gives a different insight into different segments of the market. Monitoring these factors helps businesses to be well-equipped to make future-proof, timely decisions.

Components of PESTLE Analysis

Political Factors:

  • Government policy and regulation
  • Trade barriers and tariffs
  • Taxation policies and political stability
  • Changes in leadership impacting business
  • Policies regarding foreign trade and diplomatic relations

Economic Factors:

  • Interest rates and inflation
  • Exchange rates and economic growth
  • Consumers’ spending power
  • Business cycle and market directions
  • Financial investment prospects and credit facilities

Social Factors:

  • Consumer behavior and demographic trends
  • Culture and lifestyle influences
  • Education and labor availability
  • Attitudes towards sustainability and corporate ethics
  • Population growth and migration

Technological Factors:

  • Innovation and R&D
  • Digitalization and automation
  • Cybersecurity and data protection
  • New blockchain and AI technologies
  • Disruptive industry technologies

Legal Issues:

  • Labour and employment law
  • Intellectual property
  • Industry regulation and compliance
  • Data protection law and GDPR compliance
  • Tax policy evolution

Environmental Forces:

  • Climate change impact
  • Green policies and sustainability
  • Waste management and resource scarcity
  • Environmental activism impact on business reputation

Green energy incentives and carbon footprint regulation

PESTLE Analysis Example

To observe PESTLE analysis in action, let’s take the example of a global automobile giant expanding into a new market:

  • Political: Import/export tariffs compelling the entry of car sales and new automobile emission policies.
  • Economic: Rising inflation decreasing the purchasing power of consumers, interest rate-sensitive automobile finance, and raw material price volatility.
  • Social: Increased trend among electric vehicle consumers, green product switching consumer behavior, and urbanization growth affecting car ownership.
  • Technological: Autonomous technology research and development, the effectiveness of electric vehicle batteries, and automotive safety features spurred by artificial intelligence.
  • Legal: Environmental safety regulation adherence, the effect of labor legislation on the workforce, and stringent emissions standards.
  • Environmental: Government incentives towards environment-friendly cars, in view of global warming to motivate production, and environmentally friendly practices on an industrial level.

By the above reasons, the company is capable of taking strategic decisions regarding their subsequent entry into the market in the long run.

Why is PESTLE Analysis Important?

1. Strategic Decision-Making

PESTLE analysis helps business firms to anticipate threats and possibilities within the environment.

2. Risk Management

Environmental risks can be anticipated ahead of time and mitigation response plans previously declared by firms.

3. Market Expansion Insights

Macro-environmental variables being understood allow companies to grow internationally with fewer risks.

4. Competitive Advantage

Firms monitoring external drivers will be in a position to remain at the forefront since they can respond promptly to transformation.

5. Innovation and Future Planning

Because of technology advancements and social changes, businesses can innovate and stay competitive in fast-paced industries.

How to Conduct a PESTLE Analysis?

Step 1: Identify Relevant Factors

Explain each of the six PESTLE drivers that affect your business or industry.

Step 2: Gather Data

Use market reports, government policy, industry trends, and competitor analysis to provide factual data.

Step 3: Assess Impact

Assess how each driver affects business operations, profitability, and market position.

Step 4: Develop Strategic Actions

Formulate action plans to leverage opportunities and eliminate potential threats.

Step 5: Review and Update

As business contexts do change, sharpen the analysis to accommodate altering external environments on a regular basis.

PESTLE Analysis and ACCA Course Relevance

ACCA course equips finance professionals with a competence of macroeconomic forces affecting business choices. ACCA candidates would understand how is PESTLE analysis beneficial as it helps in:

  • Financial risk analysis
  • Developing business strategies
  • Compliance with regulation understanding
  • Analysis of corporate governance
  • Investment banking and consulting decision-making improvement

Accurate PESTLE analysis competencies of ACCA professionals place them in a strong position in auditing, taxation, and corporate financial planning.

Conclusion

What is PESTEL analysis? This question is to be answered by businesses, investors, and finance professionals who examine political, economic, social, technological, legan and environmental factors to make informed choices. Such choices reduce risks, make informed decisions and increase tremendous opportunities for expansion. 

As observed from PESTLE analysis example, firms making use of this model during strategic planning are likely to overwhelm their competitors by conforming changing market situations in a timely manner. In addition, experts pursuing an ACCA course are able to apply PESTLE analysis towards facilitating improved financial risk analysis as well as business strategy formulation.

Organisations adapt to the fast-paced global economy very quickly with the help of PESTLE analysis to their decision making. Be it an entrepreneur, investor, or ACCA student, understanding how to conduct PESTLE analysis is crucial to stay active in the current business era. 

When uncertainties in the market are the order of the day, it is having a process of external scrutiny that is well organized which gives companies the knowledge and confidence. Companies that utilize the application of PESTLE analysis in strategic process on a continuous basis have it in a better position to manage unforeseen troubles, innovate at the best speed, and have long-term nourishment.

Know how to prepare for ACCA course in this video

FAQs

1. Why do business perform PESTLE analysis?

PESTLE analysis assists business in weeding out external macro-environmental variables—political, economic, social, technological, legal, and environmental—most likely to have impact on decision-making, strategy, and long-term planning.

2. How frequently should business perform a PESTLE analysis?

Business enterprises should perform PESTLE analysis at least annually or in the event of a radical change in the state of the market, government policy, or technology trend.

3. Where is PESTLE analysis most appropriately used?

Any sector may be vulnerable to this but some sectors such as finance, healthcare, automobile, retail, and technology are big consumers of PESTLE analysis to study risk, compliance, and market opportunity for growth.

4. Is PESTLE analysis different from SWOT analysis?

SWOT examines internal weaknesses and strengths as well as external threats and opportunities but PESTLE only examines external macro-environmental factors that affect business operations.

5. Can PESTLE analysis identify business risks?

Yes. Companies can anticipate threats in the guise of regulatory change, inflation, or green levies by monitoring political, economic, legal, and environmental developments and create risk avoidance mechanisms.

6. Why is it beneficial for ACCA professionals to use PESTLE analysis?

PESTLE analysis is beneficial for ACCA professionals while undertaking financial risk analysis, strategic planning, and governance data for audit, consultancy, and corporate finance careers.

7. What are some pitfalls to avoid while conducting PESTLE analysis?

A few of these limitations include analysis from old facts, not taking into account interrelationships among the factors, and use of the analysis as a static planner rather than a dynamic one.