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Post Graduate Investment Banking Excellence Program (PGIBX) Powered By AI
Build the models, valuations and pitch books investment banking runs on. 26 weeks, mentor-led and online. Every module ends in a deliverable you can put in front of an interviewer.
Skill-gap diagnostics · Mentor-reviewed deliverables · Career support included
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The programme so far
Figures reported by Learning Saint, September 2026.
Six outcomes, mapped to modules
Each capability names the module that delivers it, so you can check it against the curriculum further down this page rather than taking it on trust.
- Build an integrated three-statement model from a filing set — and audit it for the errors that get a model thrown out. Modules 05–06 Advanced Excel · Three-Statement Financial Modeling
- Value a business three ways — DCF, trading comps and precedent transactions — and defend the range you land on. Module 07 Valuation — DCF, Comps & Precedents
- Model a merger and an LBO, and show accretion, dilution, leverage and sponsor returns. Module 08 M&A, Accretion/Dilution & LBO Modelling
- Test earnings quality and working capital before you trust anyone’s numbers. Module 09 Financial Due Diligence & Quality of Earnings
- Produce the documents a deal actually runs on: teaser, CIM, investment memo and pitch book. Modules 04 & 12 Transaction Materials · AI-Enabled Deal Execution
- Put ChatGPT, Claude, Copilot, FinChat and AlphaSense inside the workflow — and verify every output at source. Modules 10–11 AI for Finance · AI-Powered Financial Research
Learn. Build. Prove.
Three stages, in that order, each one producing what the next one needs. You are not asked to take the outcome on trust — by the end, every claim on this page has something attached to it that somebody else can check.
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Learn
Understand the business, then master the technical core.
Twelve modules across three learning parts, delivered live by mentors with recordings you keep. A skill-gap diagnostic on entry means the programme is pointed at your actual gaps, not an assumed starting point.
- 12 modules, 3 learning parts
- Live mentor-led sessions + recordings
- Entry diagnostic sets your baseline
You end up holding A baseline measured across 15 skill categoriesSee the 12 modules -
Build
Every module ends in something you can show.
There is no open-ended project count. Each of the twelve modules produces one named deliverable, taken through mentor review — then the final weeks run a complete deal simulation end to end.
- One named deliverable per module
- Mentor review cycles on each
- A seven-stage capstone deal simulation
You end up holding Twelve portfolio-ready projects and a capstoneSee the deliverables -
Prove
Evidence somebody else can actually check.
The same diagnostic repeats at the end of each learning part, so progress and remaining gaps are visible while there is still time to close them. Your Skill Passport records what is proven, level by level, and the Program Completion Score compresses it into one figure on published weightings.
- Three part checkpoints re-measure the Passport
- Program Completion Score on fixed weightings
- Capstone presented for mentor review
You end up holding A Skill Passport, a completion score and a portfolio you can walk an interviewer throughSee how progress is measured
Twelve portfolio-ready projects
Not a project count — a defined portfolio. Every project is chosen because a recruiter or interviewer can read a specific capability off it. All twelve are built and mentor-reviewed, with assessment incorporated where applicable.
Company profile / financial forensics
Read a filing set and tell the story behind the numbers.
Financial statement fluencySector benchmarking / research output
Frame a company against its peer set and sector drivers.
Research & benchmarkingIPO or DCM analysis
Explain how a company raises equity or debt, and on what terms.
Capital markets literacyIntegrated 3-statement financial model
Build a linked, auditable operating model from scratch.
Core modelling testMulti-method valuation pack
Triangulate DCF, comps and precedents into a defensible range.
Valuation interview stapleM&A / merger model
Model a combination and show accretion or dilution.
M&A technical screenLBO model
Run leverage, debt schedules and sponsor returns.
PE & sponsor coverageFinancial due-diligence / QoE analysis
Test earnings quality, working capital and hidden risk.
Transaction advisory skillInvestment memo
Put a recommendation in writing and defend the thesis.
Written judgementCIM / buyer analysis and buyer list
Package a sell-side story and identify credible buyers.
Deal process knowledgeInvestment banking pitch book
Turn analysis into advisory-grade client materials.
Client-facing outputAI-assisted research, diligence & Excel automation
Show measurable analyst productivity with verified AI output.
The 2026 differentiatorInside six of the deliverables
Each of these is a real named deliverable from the curriculum, with the structure you are expected to produce and what a reviewer reads off it.
Integrated three-statement model
What a reviewer reads off it: That you can link a model that balances, and that you built in the error checks yourself.
Multi-method valuation pack
What a reviewer reads off it: That you can triangulate three methods into one defensible range instead of quoting a single number.
Merger model and LBO model
What a reviewer reads off it: That you understand what leverage does to returns, and can say whether a deal is accretive and why.
Financial due-diligence / QoE analysis
What a reviewer reads off it: That you interrogate earnings rather than accept them — the skill transaction advisory actually screens for.
Investment memo
What a reviewer reads off it: That you can commit to a recommendation in writing and defend the thesis behind it.
Investment banking pitch book
What a reviewer reads off it: That you can turn analysis into advisory-grade client material a senior banker would put in front of a board.
An end-to-end deal simulation
The final weeks run a complete engagement in seven connected stages — the same sequence a live mandate follows, ending in a final presentation taken through mentor review.
- Weeks 25–26
- Seven connected stages
- 20% of the Program Completion Score
- Final presentation mentor-reviewed
Research
Research the company and sector
Model
Build the model
Value
Value the business
Structure
Structure the transaction
Due Diligence
Test it through due diligence
Pitch
Package it into a pitch book
Present
Present it for mentor review
The IB Skill Passport
A certificate records that you finished. The Skill Passport records what you can actually do — fifteen skill categories, each tracked across the same four levels, re-measured four times across the 26 weeks. You always know which skills are proven and which are still a gap.
Skill by skill, not pass or fail
Most programmes end in a single binary outcome. This one resolves to 15 named categories, so “good at valuation, still weak on LBO returns” is a thing you can see and act on.
15 × 4 = 60 level-points
Fifteen categories across four levels gives 60 level-points in total. Your attainment against that total is the largest single input to the Program Completion Score.
Measured four times, not once
An entry diagnostic sets the baseline, then the same measurement repeats after each of the three learning parts — while there is still time to close a gap.
Foundation
The concepts, vocabulary and mechanics are in place.
Applied
You can complete guided exercises on real company data.
Analyst
You can produce the deliverable independently, end to end.
Interview Ready
You can explain and defend the work under questioning.
Four measurement points
A diagnostic on entry establishes your baseline; the same measurement repeats at the end of each learning part so progress and remaining gaps are visible before it is too late to close them.
Baseline diagnostic
Measured before Module 01, so the program can be pointed at your actual gaps rather than an assumed starting point.
After Part 01
Re-measures accounting, financial analysis, capital markets and transaction-materials knowledge.
After Part 02
Re-measures advanced Excel, modelling, valuation, M&A, LBO and diligence capability.
After Part 03
Re-measures AI-enabled workflows, communication and interview readiness before you go to market.
One number, four measured inputs
The Skill Passport shows you the detail. The Program Completion Score compresses it into a single 0–100 figure so you can see, at any point in the 26 weeks, how much of the program you have actually completed and demonstrated.
Skill Passport attainment
The 15 skill categories across four levels — 60 level-points in total. Your attained level-points divided by 60, evidenced by the entry diagnostic and the three part checkpoints.
Entry diagnostic + 3 checkpointsPortfolio completion
The twelve portfolio-ready projects, submitted and taken through mentor review. Scored on completion and review sign-off — a project is either delivered and reviewed, or it is not.
12 projects submitted & reviewedCapstone deal simulation
The seven capstone stages — Research, Model, Value, Structure, Due Diligence, Pitch, Present — plus the mentor-reviewed final presentation.
7 stages + presentationInterview readiness
The Module 12 and Launch-stage activities completed: technical tests, case studies and the mock interview.
Tests, cases, mock interviewFixed and published. No hidden inputs, no discretionary adjustment.
How the score reads
What placement assistance covers
Learning Saint provides career support and placement assistance including resume and LinkedIn help, technical interview preparation, case studies, mock interviews and portfolio guidance. Here is precisely what that means — and what it does not.
Resume and LinkedIn guidance
Position the twelve deliverables and the capstone so a recruiter can see the capability, not just the course.
Technical interviews and mock interviews
Practise defending your own model and valuation under questioning, which is how the technical round is actually lost.
Case studies and technical tests
The written and timed formats used to screen analyst candidates, run before you meet them for real.
Portfolio and pitch book review
Mentor review of what you will actually put in front of an interviewer, including the pitch book pages.
Role mapping and job search
Match your background to the analyst roles it realistically reaches, and work out which desks and sectors to target.
Alongside the 26 weeks
Career work is not bolted on at the end. It runs in four stages beside the curriculum, so the portfolio you build is the portfolio you go to market with.
What placement assistance is not
Career support and placement assistance are support services. They are not an offer of employment and do not constitute a placement guarantee. Employment outcomes depend on your own performance, experience, market conditions, location, employer requirements and interview results. Completing this program does not guarantee a job, a promotion, or any particular level of compensation, and we publish no placement rate for this program. The programme-scale figures shown elsewhere on this page are reported by Learning Saint for the programme as a whole; they are not a prediction of any individual outcome.
Three parts, twelve modules
The program is deliberately sequenced: understand the business, build the technical core, then execute a live-style deal with AI in the workflow.
Foundations & Financial Intelligence
Modules 1–4Learn how the industry actually works, then build the analytical base every deal rests on — statements, ratios, financial forensics, capital markets and the documents a transaction runs on.
- Investment Banking Ecosystem & Analyst Workflow
- Accounting, Financial Intelligence & Statement Analysis
- Capital Markets, Financial Research & Transaction Intelligence
- Transaction Materials & Deal Process
Checkpoint: skill-gap re-measurement at the end of this part.
Modelling, Valuation & Transactions
Modules 5–9The technical core: professional-grade Excel, an integrated three-statement model, multi-method valuation, merger and LBO mechanics, and the diligence work that tests whether the numbers hold.
- Advanced Excel for Investment Banking
- Three-Statement Financial Modeling
- Valuation — DCF, Comps & Precedents
- M&A, Accretion/Dilution & LBO Modelling
- Financial Due Diligence, Quality of Earnings & Transaction Analysis
Checkpoint: skill-gap re-measurement at the end of this part.
AI, Deal Execution & Career Readiness
Modules 10–12Put AI to work inside real finance workflows with a verification discipline, then run the whole engagement end to end and convert it into interview-ready evidence.
- ChatGPT, Claude & Microsoft Copilot for Finance
- FinChat & AlphaSense — AI-Powered Financial Research
- AI-Enabled Deal Execution, Productivity & Career Readiness
Checkpoint: skill-gap re-measurement at the end of this part.
The skills behind corporate deals
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 private equity, venture capital, equity research, consulting and corporate development.
- Understand how companies raise equity and debt
- Analyse M&A rationale, structures and transaction logic
- Build valuation frameworks that survive scrutiny
- Test earnings quality before you trust the numbers
- Communicate through pitch books, CIMs and memos
Measurable, not just comprehensive
- A skill-gap diagnostic on entry, re-measured after every part
- An IB Skill Passport across 15 skill categories and four levels
- A Program Completion Score on four published weightings
- Twelve defined portfolio-ready projects, not an open-ended project count
- AI taught inside finance workflows, with source verification
- Advanced Excel through Power Query, Power Pivot, VBA and model audit
- A four-stage career track: Discover, Build, Differentiate, Launch
The 12-module curriculum
Every module ends in a named deliverable that goes into your portfolio. Select any module to see its scope.
Foundations & Financial Intelligence
Modules 1–4IB ecosystem; advisory vs capital markets; buy-side/sell-side; front/middle/back office; analyst workflow; deal lifecycle.
Three statements; accounting; ratios; financial forensics; Quality of Earnings concepts; company analysis.
ECM; DCM; IPOs; fundraising; sector research; benchmarking; transaction intelligence.
M&A process; CIM; teaser; buyer list; transaction workflow; investment memo; deal documentation.
Modelling, Valuation & Transactions
Modules 5–9Advanced formulas; XLOOKUP; INDEX/MATCH; dynamic arrays; data tables; Scenario Manager; Power Query; Power Pivot; PivotTables; VBA and automation; model checks and auditing.
Integrated model; assumptions; schedules; forecasting; scenarios; circularity; model auditing.
DCF; WACC; FCF; terminal value; sensitivities; trading comps; precedents; football field.
Deal rationale; structures; synergies; accretion/dilution; merger model; LBO mechanics and returns.
Diligence; QoE; working capital; earnings sustainability; risks; assumptions; findings and decision support.
AI, Deal Execution & Career Readiness
Modules 10–12Research; statement interpretation; variance/scenario analysis; memo drafting; Excel assistance; long-document analysis; prompt engineering; verification.
Company/industry research; filings; earnings calls; KPIs; competitive intelligence; transaction research; source verification.
Integrated deal workflow; AI+Excel; research; diligence; pitch books; resume/LinkedIn; technical interviews; case studies; mock interview; capstone.
Advanced Excel and transaction skills
Two additions carry most of the difference: Excel that automates real workload, and the transaction skills that classroom finance courses skip.
Advanced Excel & automation
Beyond shortcuts and formatting: build workbooks that pull, reshape and audit data on their own.
Transaction skills now included
The work that actually happens on a live mandate — leverage, earnings quality and the documents a deal runs on.
AI inside the workflow
Two full modules plus an integrated execution module put AI where analysts actually use it — research, interpretation, drafting and Excel — and then make you verify every output.
ChatGPT & Claude
- Company and industry research
- Statement interpretation
- Variance and scenario analysis
- Memo drafting
- Long-document analysis
- Prompt engineering for finance
Microsoft Copilot
- Excel assistance and formula help
- Faster model build and checks
- Document and deck drafting
- Summarising deal materials
- Analyst productivity workflows
FinChat & AlphaSense
- Filings and disclosure research
- Earnings-call analysis
- KPI extraction and tracking
- Competitive intelligence
- Transaction research
- Source verification
Verification is part of the syllabus
Every AI output is treated as a draft until it is traced back to a filing, a disclosure or a primary source. You learn where these tools are unreliable and how to check them — because in banking an unverified number is a liability. Tool access is confirmed at enrolment, and this training is not a vendor certification.
Your 26-week roadmap
One band per module, in module order — the technical core in the middle, AI-enabled execution and career work at the end.
Foundations
IB ecosystem, analyst workflow and the deal lifecycle.
Module 01Financial analysis
Statements, ratios, financial forensics and QoE concepts.
Module 02Capital markets & research
ECM, DCM, IPOs, fundraising and sector benchmarking.
Module 03Transaction intelligence
Teasers, CIMs, buyer lists and deal documentation.
Module 04Advanced Excel
Power Query, Power Pivot, dynamic arrays, VBA and model audit — the toolkit the model is built in.
Module 05Modelling
Integrated three-statement model, schedules and scenarios.
Module 06Valuation
DCF and WACC, trading comps, precedents and the football field.
Module 07M&A / LBO
Deal structures, synergies, accretion/dilution and LBO returns.
Module 08Diligence & presentations
Financial due diligence, QoE findings and decision support.
Module 09ChatGPT / Claude / Copilot
AI inside research, analysis, memo drafting and Excel work.
Module 10FinChat / AlphaSense
AI-powered filings, earnings-call and transaction research.
Module 11Capstone & career
End-to-end deal simulation, portfolio, LinkedIn and mock interviews.
Module 12The three valuation methods
You will 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 and 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
- Visualise 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 versus financial buyers
- Establish an acquisition valuation range
Football field — valuation summary
Investment banking, by the numbers
Understand the business you are 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.
The analyst's working day
The program mirrors the actual analyst workflow — now including the AI-assisted steps that have become part of it.
Morning · market and comps check
Update trading comps and scan overnight news and earnings affecting live deals.
AI-assisted research pass
Pull filings, earnings-call detail and KPIs, then verify every figure against the source document.
Model build and updates
Refine the three-statement model, run scenarios and stress-test assumptions.
Diligence and QoE questions
Work through working-capital, earnings-quality and risk items raised by the deal team.
Pitch book pages
Build valuation pages, company profiles and strategic alternatives.
Senior review and trackers
Incorporate mark-ups, fix error checks and prepare materials for tomorrow's meetings.
Where the program puts its weight
Who this program suits
Whether you are starting out or sharpening existing skills, the program meets you where you are.
Finance students
Build modelling and valuation skills well beyond classroom theory.
MBA graduates
Convert management education into transaction-ready capability.
BBA / B.Com graduates
Strengthen analysis, forecasting and valuation fundamentals.
Career switchers
Learn professional finance workflows and the deliverables that prove them.
Working professionals
Upskill without leaving your role — a flexible 26-week path.
Early-career analysts
Add LBO, diligence, advanced Excel and AI workflows to your toolkit.
Next batch dates
Live, mentor-led batches with limited seats. Pick a start date that works for you.
New batches are announced regularly — speak to an advisor for the next start date.
Speak to an AdvisorDiscover, Build, Differentiate, Launch
Career work is not bolted on at the end. It runs in four stages alongside the curriculum, so the portfolio you build is the portfolio you go to market with.
Discover
Map where you actually fit before you start applying.
- Target-role mapping
- Sector and desk options
- Skill baseline diagnostic
Build
Accumulate the twelve portfolio-ready projects as you learn.
- One project per module
- Mentor review cycles
- Model and memo standards
Differentiate
Make the portfolio visible and hard to ignore.
- LinkedIn positioning
- Portfolio presentation
- AI-productivity evidence
Launch
Convert capability into offers through practice.
- Technical tests
- Case studies
- Mock interviews
Roles to prepare for
Build the technical foundation expected across analyst-level finance roles, supported by structured career guidance.
Across all four stages
Every stage above is supported: role mapping and the skill diagnostic in Discover, mentor review cycles in Build, portfolio and LinkedIn positioning in Differentiate, and technical tests, case studies and mock interviews in Launch.
Career support and placement assistance are support services. They are not an offer of employment and do not constitute a placement guarantee.
Where these skills are used
Organisations that hire for the analyst-level finance and analytics capability this program builds.
Logos are the trademarks of their owners. Inclusion is not an offer or guarantee of employment.
The completion credential
On successful completion you will receive the Certificate of Completion — Post Graduate Investment Banking Excellence Program (PGIBX) Powered By AI, awarded by Learning Saint.
Requirements to qualify
- Complete all 12 mandatory modules
- Submit all 12 portfolio-ready projects
- Complete the entry diagnostic and all three part checkpoints
- Complete and present the capstone deal simulation
- Participate in scheduled mentor sessions
This certificate recognises structured training in financial modelling, valuation, transaction analysis and AI-assisted finance workflows for professional development. It is not a professional license, a regulatory credential, a vendor certification for any AI tool, or an employment guarantee.
How this compares
Most finance courses stop where the technical work starts. Here is where the difference sits.
| Capability | Basic finance course | Generic online videos | This program |
|---|---|---|---|
| Three-statement modelling | Limited | Variable | Full module |
| DCF + comps + precedents | Partial | Inconsistent | All three methods |
| M&A and accretion/dilution | Rare | Rare | Included |
| LBO modelling | No | Rare | Included |
| Due diligence & Quality of Earnings | No | No | Dedicated module |
| Transaction materials (CIM, teaser, buyer list) | No | No | Dedicated module |
| Advanced Excel & automation | Basic | Basic | Power Query, Power Pivot, VBA |
| AI-enabled finance workflows | No | Generic | Three modules, with verification |
| Defined portfolio | No | No | 12 named projects |
| Skill tracking & gap analysis | No | No | Skill Passport + 4 checkpoints |
| Single progress measure | No | No | Program Completion Score |
| Capstone deal simulation | No | No | Seven-stage simulation |
| Career track | No | No | Discover → Launch |
Swipe the table to see all four columns
In their words
The financial modelling part was the biggest value for me. Instead of only learning concepts, I actually worked through three-statement models, assumptions, forecasts and valuation. It gave me a much clearer understanding of how financial analysis is done in practice.
I came into the program wanting to transition into finance but wasn’t sure how to build the technical foundation. The progression from accounting and Excel to valuation, M&A and deal analysis gave me a structured path to follow.
DCF used to feel complicated because I had mostly learned it through textbooks and online videos. Building the valuation step by step and comparing it with trading comps and precedent transactions helped everything finally connect.
What stood out to me was how practical the program felt. You’re not just watching sessions—you’re building models, analysing companies and creating work that you can actually discuss during interviews.
I thought I was already comfortable with Excel before joining, but using it specifically for investment banking took my skills much further. Scenario analysis, model checks and building structured financial models were particularly useful.
The integration of AI into investment banking workflows was one of the most interesting parts for me. Learning how to use AI for research and analysis while verifying the underlying financial sources made the training feel very current.
The projects made a major difference. By the end, I wasn’t just saying that I knew financial modelling or valuation—I had actual work that demonstrated what I had learned.
Before the program, I understood M&A mainly from an academic perspective. Working through synergies, accretion and dilution, transaction structures and merger modelling made the entire process much more tangible.
The mentor feedback was particularly valuable. Having someone review my work and point out where my assumptions, modelling or presentation could improve helped me identify mistakes I probably wouldn’t have noticed myself.
As a finance graduate, I already knew many of the concepts, but I needed more application. The program helped bridge that gap by making me apply those concepts through models, valuations, research and transaction-related projects.
I was looking for something I could manage alongside work without compromising on depth. The structured modules made it easier to progress consistently while developing technical skills relevant to finance.
LBO modelling was initially intimidating, but breaking down leverage, debt schedules, cash flows and returns made it much easier to understand. It ended up becoming one of my favourite parts of the program.
I liked that the program didn’t jump straight into complicated models. Starting with financial statements and company analysis gave me the foundation I needed before moving into valuation, M&A and transaction work.
The program changed how I prepare for finance interviews. Instead of simply memorising answers, I now understand the reasoning behind concepts like WACC, DCF, enterprise value and LBO returns.
The Quality of Earnings and financial due diligence section was something I hadn’t explored much before. It helped me realise that analysing a transaction involves much more than simply building a valuation model.
The capstone was my favourite part because it brought everything together. Researching a company, building the model, valuing it, analysing the transaction and presenting the final work made the entire learning journey feel connected.
I was initially worried that investment banking would be too technical for my background. The progression from fundamentals to modelling and transactions helped me build confidence without feeling overwhelmed.
I underestimated how important research is in investment banking. Learning how to work with filings, earnings information, industry data and transaction research significantly improved the quality of my analysis.
I had completed finance courses before, but many were heavily theoretical. What I appreciated here was having a defined output to work toward—models, valuation analysis, transaction materials and ultimately the capstone.
The program gave me a much clearer picture of what an analyst actually does. Understanding how research, modelling, valuation, diligence and presentation materials connect throughout a deal was extremely useful.
The biggest change for me was confidence. Financial models and valuation discussions no longer feel unfamiliar, and I’m much more comfortable explaining how I approached an analysis and defending my assumptions.
I liked being able to identify where I was strong and where I still needed improvement. The structured learning encouraged me to revisit weaker areas instead of simply completing modules and moving on.
Learning about teasers, CIMs, buyer lists and investment memos gave me exposure to parts of investment banking that I had barely encountered at university. It helped me understand the broader deal process.
The progression from advanced Excel into three-statement modelling and then valuation worked really well for me. Each skill felt like it was preparing me for the next rather than being taught in isolation.
I appreciated that AI wasn’t taught as a shortcut. We were encouraged to use it for productivity and research while verifying outputs against reliable financial sources. That approach made much more sense for professional finance work.
Having completed projects gives me much more to talk about in interviews. Instead of only listing investment banking as an interest, I can discuss models and analyses I’ve actually worked on and explain my approach.
The program helped me stop viewing accounting, modelling, valuation and M&A as separate subjects. The deal simulation showed me how all of them come together when analysing a transaction.
I joined primarily to strengthen my technical skills, but the career preparation was equally helpful. Working on how to explain projects, approach technical questions and present analysis made me feel much better prepared for interviews.
What I liked most was the structure. There was a clear journey from understanding the investment banking ecosystem to financial analysis, modelling, valuation, M&A, diligence, AI workflows and finally the capstone.
The program gave me a structured way to develop investment banking skills through practical work. The combination of financial modelling, valuation, transaction analysis, Excel, AI and portfolio projects made the experience genuinely useful for my career preparation.
Five steps to enrollment
- Submit your inquiryComplete the form or request a callback.
- Talk to an advisorDiscuss fit, schedule, fees and your goals.
- Profile review and skill diagnosticWe map the program to your background and baseline your starting skill level.
- Confirm and onboardEnrollment, payment and LMS access.
- Begin Module 01Investment Banking Ecosystem & Analyst Workflow.
Eligibility: a bachelor's degree, or current enrollment, is preferred. Prior finance knowledge is helpful but not required, and basic Excel is recommended. Instruction is in English. Non-finance backgrounds are welcome with a commitment to the Part 01 foundational modules.
Program details
Questions, answered
A 26-week (approximately six-month) mentor-led online career track built around 12 modules and 12 portfolio-ready projects — covering accounting and financial intelligence, capital markets, transaction materials, advanced Excel, three-statement modelling, valuation, M&A and LBO, financial due diligence and Quality of Earnings, AI-enabled finance workflows, and an end-to-end capstone deal simulation.
Build and audit an integrated three-statement model from a filing set; value a business by DCF, trading comps and precedent transactions and defend the range; model a merger and an LBO including accretion, dilution and sponsor returns; test earnings quality and working capital through a financial due-diligence and Quality of Earnings analysis; produce the transaction documents a deal runs on — teaser, CIM, investment memo and pitch book; and do all of it with AI tools inside the workflow, verifying every output against a primary source. Each of those capabilities maps to a specific module of the 12-module curriculum.
26 weeks, roughly six months. The curriculum is organised into three learning parts across 12 modules, with a four-stage career track — Discover, Build, Differentiate and Launch — running alongside it. The programme narrative is Learn, then Build, then Prove: you learn across the 12 modules, you build one named deliverable per module plus the capstone, and you prove it through the checkpoints, the Skill Passport, the Program Completion Score and the capstone presentation.
Twelve portfolio-ready projects, plus the final end-to-end deal simulation capstone. Each one is designed to evidence a specific recruiter-facing capability rather than simply add to a project count. All twelve are built and taken through mentor review, and assessment is incorporated where applicable — so they are portfolio-ready deliverables rather than twelve formally graded examinations.
Yes, it is beginner-friendly, and no, a finance background is not required. Part 01 builds accounting, statement analysis and research fundamentals before any modelling begins. Learners from non-finance backgrounds are welcome provided they commit to the foundational modules.
ChatGPT, Claude, Microsoft Copilot, FinChat and AlphaSense, taught inside real finance workflows — research, statement interpretation, scenario analysis, memo drafting, Excel assistance, filings and earnings-call analysis — with a source-verification discipline throughout. Specific tool access is confirmed at enrolment, and this exposure is training, not a vendor certification.
XLOOKUP, INDEX/MATCH, dynamic arrays, PivotTables, data tables, Scenario Manager, Power Query, Power Pivot, VBA and automation, plus model auditing and error-checking standards.
Yes. Module 08 covers merger modelling, accretion/dilution and LBO mechanics and returns. Module 09 covers financial due diligence, Quality of Earnings, working capital, earnings sustainability and decision support.
You take a skill-gap diagnostic on entry, and it is repeated at the end of each of the three learning parts. Results map onto the IB Skill Passport — 15 skill categories tracked across four levels: Foundation, Applied, Analyst and Interview Ready.
The IB Skill Passport is the programme's per-skill record of what you have actually proven: 15 skill categories, each tracked across the same four levels — Foundation, Applied, Analyst and Interview Ready — giving 60 level-points in total. It is measured four times, by the entry diagnostic and the three part checkpoints, and Skill Passport attainment is the largest single input to the Program Completion Score at 40%. To be clear about its status: it is an internal Learning Saint progress record, not an external or industry-recognised credential, not a licence or regulated qualification, and not a hiring or employment signal. Its value is that it tells you, and lets you show, which specific skills are proven and which are still gaps — where a certificate alone only records attendance.
A single 0–100 figure that summarises how much of the program you have completed and demonstrated. It combines four inputs on fixed published weightings: Skill Passport attainment (40%), portfolio completion across the twelve portfolio-ready projects (30%), the capstone deal simulation (20%) and interview-readiness activities (10%). It is an internal measure of your progress inside this program — it is not an industry-recognised rating, a market benchmark, a predictor of hiring outcomes, or any form of employment guarantee.
Yes. The capstone is a full deal simulation run in seven stages: Research, Model, Value, Structure, Due Diligence, Pitch and Present, with mentor review of the final presentation.
Hybrid. Live mentor-led sessions plus recorded content and a flexible assignment schedule across the 26 weeks, so it works alongside a job or a degree.
Yes. The Certificate of Completion — Post Graduate Investment Banking Excellence Program (PGIBX) Powered By AI is awarded by Learning Saint on successful completion of all program requirements.
Learning Saint provides career support and placement assistance including resume and LinkedIn help, technical interview preparation, case studies, mock interviews 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 26-week online format with recordings is designed for learners balancing work or academic commitments.
Yes. The program is fully online with English instruction and session recordings available via the LMS.
The current program fee is shown in the Program Details panel above, and instalment options are available. Speak to an advisor for the fee applicable to your region and the instalment schedule.
The full program brochure
Curriculum, the 26-week roadmap, the portfolio list, skill tracking, certification details and admissions — in one PDF.
Inside the brochure
- Curriculum & module scope
- The 26-week roadmap
- Advanced Excel + AI workflows
- Skill Passport & gap analysis
- Capstone deal simulation
- Career support details
This page is the current source of record for module and project counts.
Investment banking career training for the AI era
Twenty-six weeks, twelve modules, twelve portfolio-ready projects and a full deal simulation — with skill tracking, a Program Completion Score and career support in a flexible online format.
Practical, industry-aligned training. Career support is provided; employment is never guaranteed.
