Name: PowerPoint & Pitchbooks
Availability: InStock
Rating: 4.94 (895 reviews)

PowerPoint & Pitchbooks

Overview

Recommended Prep Courses

These preparatory courses are optional, but we recommend you complete the stated prep course(s) or possess the equivalent knowledge before enrolling in this course:

PowerPoint & Pitchbook Course Overview

Learn the most advanced functions, tips, and best practices for presentation design to be a distinguished PowerPoint user. This tutorial is designed specifically for financial analysts who need to create PowerPoint presentations, mainly in the form of pitchbooks. This is a classic skillset for Analysts who need to make world-class presentations. This advanced PowerPoint tutorial will help you become a world-class financial analyst for careers in investment banking, private equity, corporate development, equity research, and FP&A. By watching the instructor build the pitchbook right on your screen, you can easily pause, rewatch, and repeat exercises until you’ve mastered them.

Contents of the PowerPoint & Pitchbook Course

This Investment Banking PowerPoint crash course starts with a classic example of a “bad” presentation and quickly dives into using PowerPoint functions to improve the presentation to systematically make it “good”. This course focuses on two types of presentations: distributed presentations, where the presentation is printed or distributed electronically, and live presentations, with a speech accompanying the presentation. The main content covered in the pitchbook section includes:

Theme colors
Slide master
Setting up guides
Formatting text boxes
Formatting shapes and lines
Inserting tables and charts from Excel
Alignment
Creating a timeline

The main content covered in the live presentation section includes:

Inserting a background picture
Inserting a color filter
Crop images to shapes
Icons
Slide transitions
Animations

For anyone working in investment banking, equity research, corporate development, financial planning and analysis (FP&A), this class will give you the confidence you need to be a leader in performing financial analysis at your organization.

PowerPoint & Pitchbooks Learning Objectives

Explain the role of pitchbooks in investment banking and corporate finance.
Apply professional pitchbook design principles to structure slides with clear hierarchy, logical flow, and consistency aligned with investment banking standards.
Use PowerPoint tools such as Slide Master and alignment guides, to build accurate, client-ready pitchbook slides that incorporate elements such as tables, charts, and timelines.
Evaluate AI-assisted and manually created pitchbook content to identify gaps in accuracy, structure, and professionalism.
Create a professional-quality pitchbook in PowerPoint that effectively communicates financial analysis to senior stakeholders.
Adapt pitchbook content to the requirements of live presentations.

Prerequisite Courses

Recommended courses to complete before taking this course.

Prerequisite Skills

Recommended skills to have before taking this course.

Power Point
Communication
Critical thinking

What You'll Learn

Lesson

Multimedia

Exams

Files

Course Summary

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Modeling & Valuation Analyst (FMVA®) Certification

Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
Career Prep Investment banking and equity research, FP&A, corporate development

Learn More

What Our Members Say

Very intensive, extensive and comprehensive.

Added value to my career and personal knowledge

Abel Joshua Chinaza

Learning has never been so easy!

World-class content at CFI

Ibrahim Nasser

Awesome

The content of this course is great and the method of teaching is excellent.

Olabisi Ola

Awesome

Very interesting and highly recommended for every financial analyst

Agwaniru Nzubechukwu

All you need to know about powerpoint

for outstanding presentation, pay a keen attention to this

Anthony Sackitey

Great!

I recommend this course for everyone.

Nnennaya Okoro Ezumah

Exciting

clear examples and easy to understand

Farai Taurai

powerpoint

the whole course was lot of fun

Patrick Mbau

It's a great step by step instructor lead course that covers all the elments to prepare a good presentation.

Kaleem Christopher Khan

mountain made plain!

learning this course wouldn't have been much easier if not for the amazing tutors in CFI. trust me you can't get it better elsewhere. so enroll.

Ezenekwe James

insightful

All analysts will benefit from this course

Emelia Ebson

Interesting

A very detailed course

Polycarp Salami

Beautiful content, I will go over it again and again and use it on my job

Samuel Ojo

The course is very interesting

The course helps to make good presentation

Margaret Wanjiru Mwangi

The course was straight forward and easy to follow.

Lorraine Tonderai Mukwenya

love everything about the programe

Adewale Ojomo

Challenging to keep up with every demonstration.

Starting is a bit daunting but you will love what you create in the end.

Aiah Gbakima

good

very good content and practical

Abdellah Benmekhlouf

Very Challenging.

Real life based videos>

Patrick Osei Boateng

educative

learnt new things in powerpoint

Joseph Akagha

Awesome !!!

I enjoyed every step.

Holiness Ihedinma Onyemaechi

Expectational financial practical knowledge Obtained.

This course has been very insightful and I can now confidently take on the role of a financial analyst without fear or favor because I am sure of what I will do. Thank you so much CFI and ALX for this opportunity to learn; forever grateful; the course material was precise, easy to understand and yet insightful.

Jackline Tumwebaze

The course was of good help

This is a good course to undertake since help you to present your work neatly

Caren Chemutai

Super stuff

More practice necessary

Nathan Sunkutu

Interesting

Acquired a new skill

Kwabena Ayeh Dankwah

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Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

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