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Overview

Recommended prep courses

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

  1. Building a 3 Statement Financial Model
  2. Business Valuation Modeling

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.

Investment Banking PowerPoint Crash Course


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 where there is a speech accompanying the presentation.

The main content covered in the pitchbook section include:

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

PowerPoint Tutorial on Pitchbooks

The main content covered in the live presentation section include:

  • Inserting a background picture
  • Inserting a color filter
  • Crop images to shapes
  • Icons and transparent logs
  • Slide transitions
  • Animation

Learn PowerPoint

What am I going to get from this advanced powerpoint tutorial course?

  • Learn everything you need to be a world-class financial analyst
  • Learn how to make world-class presentations from scratch
  • Master advanced functions in PowerPoint
  • Create beautiful presentations, including beautiful tables, charts, and graphs
  • Easy to follow video-based tutorials and lessons

For further CPE information, please read before purchasing:

https://corporatefinanceinstitute.com/about/cpe-information/

Register now for our PowerPoint tutorial course and become a power user!  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 Tutorial

Financial modeling & financial analyst training

From beginner to advanced, this PowerPoint training course is designed to teach you how to be a complete financial analyst.

This class is one of the 9 required “Core” courses for CFI’s financial analyst training program, which grants the Financial Modeling & Valuation Analyst (FMVA) certification.

PowerPoint & Pitchbooks

Get Started

Level 2

Approx 7.5h to complete

100% online and self-paced

Subscribe to get access to FMVA and other programs

From $497/year

Learn More

What you'll learn

Lesson
Multimedia
Exams
Files
PowerPoint Tutorial Wrap Up

Become a certified Financial Modeling & Valuation Analyst (FMVA)® Certification

PowerPoint & Pitchbooks is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 30 courses.

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

Path to certification

Prerequisite courses

7 courses from beginner to intermediate level.

01 Optional

Core courses

11 courses from beginner to intermediate level.

02 Required

Elective courses

12 courses at an advanced level.

03 Required

Get Certified

Submit your FMVA® checklist and order your certificate.

04 Required

Join our community

Get access to the Global Corporate Finance Society.

05 Optional

How the certification works

FMVA® Financial Analyst Certification courses are offered 100% online, allowing you the flexibility to start the financial analyst program anytime and learn when it’s most convenient for you.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

Students must complete all core and elective courses (14 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified FMVA Certification will be emailed to you.

What our students say

PowerPoint and Pitch books
It was an awesome experience starting from why presentations matter to case studies, ribbon overview, timelines, pitch book case overview, slide master and the use of tools like colors, themes, alignment and overview of valuation summary including transitions and animations.

Blessing Alayande

Amazing Power Point Course!
This course allowed me to learn new tricks and reinforce much of the knowledge I gained on the fly about creating presentations. Very well organized content and as usual very relevant and practical for a financial analyst. Great job CFI team!

Josue Rosario Ortega

Great course
Thanks for such an excellent course!

Pablo Mussio

useful tools for financial analysis
I found the concepts very useful to make a good presentation

Prakash Saraogi

See more

Frequently asked questions

Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
Depending on your enrollment type, you will either have two years, yearly, or monthly access to your courses. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, and by the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
No! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. We accept debit/credit cards (Visa, Mastercard, Amex), PayPal, and wire transfers for one-time course payments. If you wish to proceed with a wire transfer from your bank, please see instructions here.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and help delve even deeper into the course concepts, please look into our free career resources library.
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function which allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
What is the price of the subscription?
All Access Subscription is priced for $497 per year as Self-Study plan or $897 per year as Full Immersion plan.
What is included in the subscription?
All Access Subscription includes all courses from Financial Modeling & Valuation Analyst (FMVA)® Certification, Commercial Banking & Credit Analyst (CBCA)™ Certification, Capital Markets & Securities Analyst (CMSA)® Certification, Business Intelligence & Data Analyst (BIDA)™ Certification, Commercial Real Estate Finance Specialization and Environmental, Social & Governance (ESG) Specialization.
More Questions?
Please Email us and we'll be happy to answer any of your questions!
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