Financial Modeling For Investment Banking

What is Financial Modeling For Investment Banking?

In investment banking, financial modeling is required for a wide range of services and transactions, including mergers, acquisitions, leveraged buyouts, and underwriting in equity, debt, and hybrid markets. The clients of banks that require the models can be governments, institutions, corporations, and nonprofits around the world. The work of building a model is typically performed in Excel by an Analyst or Associate.

Example Excel Model

Below is a screenshot from one of CFI’s online analyst training and certification courses.  To how how to build an excel model step-by-step, click on the image below.

financial modeling questions

Additional Questions and Answers

CFI is a the official global provider of financial modeling and valuation analyst FMVA Designation. CFI's mission is to help anyone become a world-class financial analyst and has a wide range of resources to help you along the way. In order to become a great financial analyst, below are some additional questions and answers for you to explore further:

Analyst Certification Program