4 Online Courses To Learn The Basics of Investment Banking

Investment banking is a prevalent career choice. Offering assistance to governments and businesses on how to address their financial issues is the primary goal of an investment banker. Finance, research, trading, sales, securitised products, asset management, IPOs, mergers, hedging, wealth management, and other services are provided by investment banks to their clients.

The job role of an investment banker is very prestigious as well as very rewarding in terms of both compensation and job satisfaction. Investment banking is an extremely lucrative sector but with these various benefits, this career also demands one to have a solid hold over basic investment banking, finance and management skills. This is why a holistic investment banking course can help you achieve your dream job and career. If you want to learn investment banking, the Imarticus Investment Banking Course is an excellent option for an investment banking online course. 

Who is known as an investment banker? 

Investment bankers are financial experts who with their understanding and knowledge of the financial service industries, investigating prowess, and practical communication skills help clients with things such as mergers as well as acquisitions and project finance.

Investment bankers are individuals who offer corporate financial and economic services to clients, including start-ups, well-established firms, and in particular moments, even government institutions. 

Qualities of a good investment banking online course

corporate leadership

Many things need to be covered when teaching investment banking to future investment bankers. If you are in search of an excellent online course to learn investment banking, look out for the following qualities in your online course. The following are the qualities of the investment banking programme by Imarticus.

Firm brand name for CV making

According to research, employers only give your CV an average glance for 7 seconds, offering you that short period of opportunity to make an impact. The most important factors here are your academic background and work history, but you cannot change that. What you can do, though, is to include essential certificates that emphasise your interest in the industry and show a basic level of proficiency.

Relevant to your role

Many certificates are available, but not each applies to the position you are engaged in. Some are particularly fit for traders (like the CFA), some for risk managers (FRM), etc. This category contains topics like M&A, Debt & Equity Capital Markets, coverage, financial modelling, and others pertinent to investment bankers.

With the Imarticus Investment Banking Course, you will be offered several advantages. They teach skills which will be beneficial on a job level. Their course is industry certified; all their students are provided with a CIBOP certificate. The best part, they guarantee job assurance for all their students with extensive career support. 

What will the investment banking course teach?

If you want to build your investment banking career, you must understand the job roles and skills that are associated with it. Here are the essential skills that the investment banking course offers. 

Organising Finance

A big company is unlikely to have the funds on hand to create a factory even if it wanted to. To raise the funds required to proceed with the project, it can choose to issue a bond. The increased output the new facility would also provide will be used to cover the bond’s cost.

Investing in equity

Selling bonds or shares is the most cost-effective method for companies to support their expansion and growth. When it comes to organising the sale of stock or equity funding, the investment banker also contributes.

Deals Underwriting

Investment bankers regularly evaluate projects for their customers when arranging capital markets financing. This entails embracing a large portion of the system’s inherent risk by acquiring the shares directly from the issuers before selling them to the general public or corporate buyers.

Mergers and acquisitions negotiations

A business usually goes through lengthy planning and negotiation before purchasing or merging with another business. Investment bankers often act as advisors, especially when determining a fair sale price.

Conclusion 

Investment bankers enable their clients to raise funds to fund different projects and grow their businesses. They are financial consulting intermediaries advising governments and businesses in raising money for various purposes. 

Being an Investment banker is one of the most lucrative job roles in the world right now. Learning the foundations of investment banking can go a long way in helping you reach your goal of being a skilled investment banker.

Anti-Money Laundering: Know Your Customer and Customer Identification Program

Anti-Money Laundering: Know Your Customer and Customer Identification Program

The term “know your customer” or KYC refers to verifying and investigating a company’s customers to prevent money laundering. The term “customer identification program,” or CIP, is used by banks and non-banks offering financial services. This guide will explain these terms and how they relate to each other.

What Is Money Laundering?

best investment banking courses with placement in India

It is the process of hiding the source of money. It’s a crime, not just against the law—it’s also a severe threat to national security. Money laundering differs from drug trafficking or terrorism in that it involves large-scale criminal activity on behalf of organized crime syndicates or terrorist organizations. In most cases, these groups launder their profits through legitimate businesses and banks to avoid detection by authorities trying to track down illegal activity within their own country’s borders.

What Is KYC?

Know Your Customer is an abbreviation for KYC, which refers to the process of collecting information about a customer or client. The term also gets used in anti-money laundering (AML) programs, which refers to identifying and verifying individuals involved in financial transactions. 

Know Your Customers (KYC) can refer to:

  • The process of identifying and verifying beneficial owners of companies, trusts, and other legal entities through government registries or commercial databases;
  • An AML program that requires businesses engaged in international trade transactions with customers outside their jurisdiction of origin to provide specific details about those customers;

What is a Customer Identification Program (CIP)?

The customer Identification Program (CIP) is a process to identify customers and verify their identities. It prevents money laundering, complies with anti-money laundering laws, and verifies customers’ identities.

The CIP requires banks, brokers, and other financial institutions to collect information about the customer when they open an account or engage in financial transactions involving the use of their funds. The data collected includes:

  • Name
  • Address
  • Telephone number
  • Date of birth

They can use this for internal purposes such as fraud detection or compliance with government regulations like AML/KYC rules (Anti Money Laundering/Know Your Customer).

What’s the Difference Between Know Your Customer and Customer Identification Program?

Know Your Customer (KYC) is a process of identifying and verifying the identity of customers. In contrast, the Customer Identification Program (CIP) is a program that helps financial institutions comply with anti-money laundering regulations.

Although the two terms can be interchangeable, there are some differences: Before conducting business, you should know with whom you are dealing. You can use CIP to track transactions between customers or companies.

While both processes protect businesses from money laundering and terrorist financing risks, they have different objectives, regulatory requirements, and requirements for maintaining financial records. 

Learn investment banking courses with Imarticus Learning

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:

  • Students will gain knowledge of financial services, including managing complex securities and derivative products and their trade-life cycles. 
  • Students will get the assistance they need to start their careers in investment banking.
  • Students who complete the derivative markets training program and anti-money laundering 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.

20 Trailblazers Leading The Way In Investment Banking

20 Trailblazers Leading The Way In Investment Banking

According to an article published in the Indian Express, Investment Banking is regarded as one of the top two careers in India. This is also regarded as the future of the Fintech industry, particularly with the advent of various technologies every day. If you learn investment banking today, then you will reap the sweet harvest all along your life. 

What is Investment Banking?

Investment banking is typically defined as the business model or a deal where the bankers create wealth for the second party. In simpler words, an investment banker’s job is to analyse the market and help third parties such as other corporate (private) entities and government bodies to generate capital.

Top 20 Investment Banking Organisations Leading the Way

JPMorgan Chase

It is an America-based investment bank and as of 2022, the largest in the USA. It is regarded as the pioneer in the investment banking sector for its path-breaking works. 

Lazard

Lazard is an international financial advisory institution with a prominent presence in New York City, London and Paris. It offers a wide array of services. From investment management to capital growth, many international firms have taken the lead from Lazard. 

Mitsubishi UF J Financial Group

The Japanese industrial giant Mitsubishi formed Mitsubishi UF J Financial Group in 2005 with headquarters in Tokyo. Today, it serves as the second-largest bank holding company in the world with multiple banks and financial groups under its authority. 

Morgan Stanely

Henry Sturgis Morgan and Harold Stanely joined hands to form one of the major investment banking companies that lead the way for future investment bankers. It is recognised as a leading wealth management service provider.  

Wells Fargo Securities

Wells Fargo has more than 70 million customers throughout 35 different countries. This very stat goes to show you the impact of Wells Fargo Securities. It has its headquarters in California.  

Goldman Sachs

Goldman Sachs is among the pioneering investment banking institutions and is ranked second in terms of total annual revenue. It manages the finance of numerous start-ups and established companies. 

Deutsche Bank

This German investment management company has a network in more than 58 countries. The investment bank is one of the four major pillars of Deutsche Bank.  

Credit Suisse

Credit Suisse is a major global investment bank that has headquarters in Zurich. Share services and asset and wealth management are the key offerings of the bank. 

BofA Securities

When it comes to mergers and acquisitions, big companies across the world depend on BofA Securities. Equity and debt management along with wealth flow are the pillars of this top investment banking institution. 

Citigroup

Citi Bank owned by Citigroup is among the Big Four Banks of America with a prominent global presence. As of 2020, it is the largest security service-providing bank.  

Nomura

Nomura Holdings is an integral part of Nomura Group that extends its service in finance management across the world.   

HSBC

HSBC is a British financial management group; also a bank holding organisation (HSBC Holdings) has its presence in 64 countries. It shows new ways to the global investment banking sector with innovative ideas.  

UBS

UBS is a Swiss wealth management organisation. A prominent presence in all major countries makes UBS one of the top players in the investment banking sector. 

Barclays

Barclays is one of the oldest British investment banking companies. Retail banking, wealth management and corporate finances are among the most significant services provided by Barclays. 

Mizuho

Financial services offered by Mizuho include bank services, equities, trust and wealth management. 

Jefferies Group

Jefferies Group offers corporate banking, financial research, investment management, global markets consulting, and industrial trading to its clients. 

BMO Capital Markets

The investment banking division of Canadian Bank is called BMO Capital Markets. It provides access to a variety of financial services for private and government clients.

BNP Paribas

BNP Paribas is a French multinational banking group. Two of its core roles are Corporate & Institutional Banking (CIB) and Investment & Protection Services (IPS).

RBC Capital Markets

RBC Capital Markets is a global investment bank that offers financial services all over the world such as banking, wealth management, risk assessment, and investment management.

Evercore Partners

Evercore is comparatively a new organisation that has advised mergers and acquisitions of over 4.7 trillion US dollars.  

Learn Investment Banking to Redefine Your Career

As we have been discussing, investment banking has created numerous openings. Due to the high market demand, you can secure your future as an investment banker.  

Investment Banking Career Options

Investment banking can fetch you lucrative career options in multiple fields. Some of them are:

  1. Wealth management
  2. Fintech
  3. Financial risk assessment
  4. Economic prediction or forecasting
  5. Merger and acquisition management  

Investment Banking Course With Placement

If you dedicate a few months to training yourself in investment banking, then you can create a massive opportunity for yourself in the future. The demand for the designation in India and abroad is exponentially rising. Join an investment banking course with placement opportunities to make your future secure.