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Investment Banking Online Program
Analyst-level training in Financial Modeling, Valuation, M&A & Pitch Books
A 6-month, mentor-led online program engineered to move you from finance fundamentals to applied deal work — build real Excel models, run multi-method valuations, analyze live-style transactions, and graduate with a portfolio-ready capstone.
Industry-aligned curriculum · Structured assessments · Career support included
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Where academic finance meets real deal work
Bridge the gap between textbook theory and the analyst's desk. Every module ends in a tangible deliverable you can show recruiters.
Built around the analyst workflow
From reading filings to building the model, valuing the business, and packaging the recommendation into a pitch book — you learn the exact sequence professionals follow on live engagements.
For finance & non-finance backgrounds
Foundational accounting and Excel modules bring beginners up to speed, while advanced valuation and M&A content stretches experienced learners.
Financial Modeling
Integrated 3-statement models with schedules & checks.
Valuation
DCF, comparable company & precedent transactions.
M&A & Capital Markets
Deal rationale, IPOs, ECM/DCM fundamentals.
The skills behind every major corporate deal
Investment banks help companies raise capital, execute mergers, and make strategic decisions. The two capabilities at the core — understanding performance and determining value — power careers across PE, VC, equity research, consulting, and corporate development.
- Understand how companies raise equity & debt
- Analyze M&A rationale, structures & transaction logic
- Build valuation frameworks for real decisions
- Communicate through pitch books & memos
A program engineered for outcomes
- Practical analyst-level training, not theory-only
- Mentor-led live sessions with structured feedback
- Real case studies & graded Excel assignments
- Pitch book & investment memo preparation
- Capstone deal simulation for your portfolio
- Career support: resume, interviews, role mapping
Investment banking, by the numbers
Understand the business you’re training for — how banks earn revenue, and how deal activity moves through market cycles.
How an investment bank earns
Global M&A deal value
Figures are illustrative and for educational context only — not investment advice or a performance representation.
How bankers value a company
You’ll master the three primary valuation methods and learn to triangulate them into a defensible range — the heart of every pitch book.
Discounted Cash Flow
An intrinsic valuation built from a company’s own projected cash flows, discounted to present value at the weighted average cost of capital.
- Project unlevered free cash flows
- Estimate WACC (cost of equity & debt)
- Calculate terminal value
- Discount to present value
- Run sensitivity tables on key drivers
Comparable Company Analysis
A relative valuation that benchmarks a company against publicly traded peers using current trading multiples.
- Select a relevant peer set
- Calculate EV/Revenue, EV/EBITDA, P/E
- Benchmark against the target
- Derive an implied valuation range
- Visualize with a football field
Precedent Transactions
A relative valuation based on multiples paid in comparable historical M&A deals — capturing the control premium.
- Screen comparable transactions
- Extract deal multiples
- Adjust for control premium
- Account for strategic vs financial buyers
- Establish an acquisition valuation range
Football Field — valuation summary
A day in the life of an analyst
The program mirrors the actual analyst workflow, so the skills you build transfer directly to the desk.
Morning · Market & comps check
Update trading comps, scan overnight news and earnings affecting live deals.
Model build & updates
Refine the 3-statement model, run scenarios, and stress-test assumptions.
Client & internal calls
Align with seniors on deal status, diligence requests, and next steps.
Pitch book pages
Build valuation pages, company profiles, and strategic alternatives.
Senior review
Incorporate mark-ups, fix error checks, and tighten the narrative.
End of day · Trackers
Update deal trackers and prep materials for tomorrow’s meetings.
Skills you’ll build
Designed for ambitious learners
Whether you're starting out or sharpening existing skills, the program meets you where you are.
Finance Students
Build modeling & valuation skills beyond classroom theory.
MBA Graduates
Convert management education into transaction-ready capability.
BBA / B.Com Graduates
Strengthen analysis, forecasting & valuation fundamentals.
Career Switchers
Learn professional finance workflows & deliverables.
Working Professionals
Upskill without leaving your role — flexible 6-month path.
Early-Career Analysts
Sharpen modeling standards, valuation & presentations.
14 modules, one deal-ready outcome
A structured progression from foundations to a full capstone deal simulation. Tap any module to expand.
Introduction to Investment Banking
IB functions, divisions, advisory vs capital markets, analyst roles, and the deal lifecycle from pitch to close.
Accounting & Financial Statement Foundations
Income statement, balance sheet, cash flow, statement linkages, working capital, D&A, debt, and key ratios.
Excel for Investment Banking
Shortcuts, formatting standards, scenarios, sensitivity analysis, error checks, and professional model layout.
Financial Statement Analysis
Profitability, liquidity, leverage, efficiency, margins, trend analysis, and peer benchmarking.
3-Statement Financial Modeling
Historical input, forecast assumptions, revenue build, WC & debt schedules, and balance-sheet balancing.
Valuation Fundamentals
Enterprise vs equity value, net debt, multiples, cost of capital, terminal value, and method selection.
Discounted Cash Flow Valuation
Free cash flow, WACC, cost of equity/debt, beta, terminal value, present value, and sensitivity tables.
Comparable Company Analysis
Peer selection, trading multiples (EV/Revenue, EV/EBITDA, P/E), benchmarking, and the football field chart.
Precedent Transaction Analysis
Transaction screening, deal multiples, control premium, and strategic vs financial buyers.
Mergers & Acquisitions
M&A rationale, deal structures, accretion/dilution, synergies, financing, and due diligence.
Capital Markets
ECM, DCM, the IPO process, follow-ons, bond issuance, private placements, and underwriting.
Pitch Books & IB Presentations
Pitch book structure, company/industry overview, valuation summary, and strategic alternatives.
Equity Research & Investment Analysis
Industry research, investment thesis, forecasting, risk analysis, and report writing.
Capstone Deal Simulation
End-to-end research, modeling, valuation, recommendation, pitch book, and final presentation.
Your 6-month roadmap
Each phase builds on the last, ending in a portfolio-ready deal simulation and interview preparation.
Foundation Phase
Study: IB intro, accounting, Excel & statement analysis.
Submit: Ratio worksheet, Excel template
Modeling Phase
Study: 3-statement financial modeling & forecasting.
Submit: Integrated operating model
Valuation Phase
Study: DCF, comparables & precedent transactions.
Submit: Multi-method valuation pack
Deal Analysis Phase
Study: M&A and capital markets case studies.
Submit: M&A memo, ECM note
Presentations Phase
Study: Pitch books & equity research.
Submit: Pitch deck + research report
Capstone & Career Phase
Study: Deal simulation, portfolio & interview prep.
Submit: Capstone + career materials
Reserve your seat in the next cohort
Live, mentor-led batches with limited seats. Pick a start date that works for you.
Build a portfolio, not just notes
Ten-plus graded, recruiter-ready deliverables — each one a tangible artifact you can show in interviews.
Financial Statement Analysis
Analyze a public company's 3-year financials.
Analysis report3-Statement Financial Model
Build an integrated operating model with forecasts.
Excel modelDCF Valuation
Full DCF with WACC and sensitivity tables.
Model + summaryComparable Company Analysis
Peer-based valuation with trading multiples.
Comp table + chartM&A Deal Summary
Strategic rationale & transaction structure analysis.
Deal memoInvestment Banking Pitch Book
Advisory-style presentation with valuation pages.
10–15 slide deckAn end-to-end deal simulation
Run a complete investment banking-style engagement: company & industry research, a 3-statement model, multi-method valuation, a strategic recommendation (M&A or capital raising), an investment memo, a pitch book, and a mentor-reviewed final presentation.
Excel Model
Integrated 3-statementValuation Output
DCF + football fieldInvestment Memo
Thesis & recommendationPitch Deck
Advisory-grade slidesFinal Presentation
Live or recorded, with mentor feedbackEarn a credential that reflects real capability
On successful completion you'll receive the Certificate of Completion — Investment Banking & Financial Modeling, awarded by Learning Saint.
Requirements to qualify
- Complete all 14 mandatory modules
- Submit all Excel, valuation & case assignments
- Meet minimum assessment standards
- Complete & present the capstone simulation
- Participate in scheduled mentor sessions
This certificate recognizes structured training in financial modeling, valuation, and deal analysis for professional development. It is not a professional license, regulatory credential, or employment guarantee.
Awarded by Learning Saint
Certificate of Completion
Investment Banking & Financial Modeling
- 6-month structured program
- Capstone-validated skills
- Portfolio-ready deliverables
Roles this program helps you prepare for
Build the technical foundation expected across analyst-level finance roles — supported by structured career guidance.
Career support, built into the program
Resume & LinkedIn guidance
Interview prep & mock interviews
Technical finance practice
Pitch book & portfolio review
Job search & role mapping
Why this beats a generic finance course
| Feature | Basic Finance Course | Generic Online Videos | Learning Saint IB Program |
|---|---|---|---|
| 3-Statement Modeling | Limited | Variable | Full module |
| DCF + Comps + Precedents | Partial | Inconsistent | All three methods |
| M&A & Capital Markets | Rare | Rare | Included |
| Pitch Book Training | No | No | Included |
| Capstone Project | No | No | Deal simulation |
| Mentor Feedback | Limited | No | Structured |
| Career Support | No | No | Included |
Confidence, built module by module
The 3-statement modeling and DCF modules helped me build interview-ready models. Capstone feedback transformed how I present valuation logic.
I switched from operations with zero IB background. The accounting and Excel foundation made the transition manageable alongside a full-time job.
Comparable company and precedent transaction assignments felt closest to real analyst work. Recordings let me learn across time zones.
Five steps to enrollment
- Submit your inquiryComplete the form or request a callback.
- Talk to an advisorDiscuss fit, schedule, and your goals.
- Profile review & guidanceWe map the program to your background.
- Confirm & onboardEnrollment, payment, and LMS access.
- Begin Module 1Kick off Introduction to Investment Banking.
Eligibility: Bachelor's degree or current enrollment preferred. Prior finance knowledge helpful but not required. Basic Excel recommended. English instruction. Non-finance backgrounds welcome with commitment to foundational modules.
Program Details
Questions, answered
A 6-month mentor-led online program covering financial modeling, valuation, M&A, capital markets, pitch books, and a capstone deal simulation.
Yes. Foundational accounting and Excel modules support beginners. Prior finance experience is helpful but not required.
No. Learners from non-finance backgrounds may enroll if committed to building fundamentals in the early modules.
Yes — including a full 3-statement model, DCF valuation, and supporting schedules.
Yes. Modules 10 and 12 cover M&A analysis and pitch book preparation with graded assignments.
Yes. Month 6 includes an end-to-end deal simulation with model, memo, deck, and presentation.
Hybrid — live mentor sessions plus recorded content and flexible assignment schedules over 6 months.
Yes. The Certificate of Completion — Investment Banking & Financial Modeling is awarded on successful completion of all requirements.
Learning Saint provides career support and placement assistance including resume help, interview prep, and portfolio guidance.
No. Learning Saint provides career support and placement assistance, but employment outcomes depend on individual performance, experience, market conditions, location, employer requirements, and interview results. Completion does not guarantee a job, promotion, or specific compensation.
Yes. The 6-month online format suits learners balancing work or academic commitments.
Yes. Fully online with English instruction and session recordings via the LMS.
Get the full program brochure
Curriculum, learning journey, project list, certification details, and admissions — all in one premium PDF.
Inside the brochure
- 6 Months · Live Online
- 14 Modules · 10+ Projects
- Capstone Deal Simulation
- Certificate on Completion
- Career Support Details
Start building investment banking skills with structure & support
Apply for the 6-month Investment Banking Online Program — practical training, mentor feedback, capstone mentoring, and career support in a flexible online format.
Practical, industry-aligned training. No unrealistic job guarantees.
