How to Learn Investment Banking with CFI

Investment banking plays a crucial role in the world of finance, serving as a bridge between companies seeking capital and investors looking for opportunities. Whether it's advising on mergers and acquisitions, underwriting new stock issues, or facilitating complex financial transactions, investment bankers are vital in helping businesses grow and navigate the often turbulent financial landscape. Their analytical skills and strategic insights can make all the difference in achieving successful outcomes for their clients. At the Corporate Finance Institute (CFI), we understand the demands of this fast-paced environment. That's why we offer a range of practical courses designed to equip you with the essential skills needed to excel in investment banking. Our hands-on approach provides you with real-world examples and case studies that reinforce your understanding and prepare you for the challenges you'll face on the job. By taking advantage of CFI's resources, you’ll not only enhance your knowledge but also elevate your performance in this competitive industry.

19 courses

Consisting of over 1220+ lessons

100+ interactive exercises

Learn by doing with guided simulations

Expert instructors

Learn from the very best

New courses monthly

On need-to-know subject matter

Blockchain certificate

To verify your skills

500,000+ 5-star ratings

Best-in-class training, as rated by you

Find the right Investment Banking course

At CFI, we offer a range of courses designed to guide you through the world of Investment Banking, whether you're just starting out or looking to deepen your expertise. Begin with our Introduction to Investment Banking course, which covers the basics, or jump into more advanced topics with our Mergers & Acquisitions and Financial Modeling courses. Whatever your level, you'll find the resources and knowledge you need to succeed in this dynamic field.
2h
Introduction to Leveraged Buyouts (LBOs)
5.0
Understand leveraged buyouts (LBOs) by constructing a simple LBO model which can be used to make investment decisions.
2h 30min
LBO Modeling Pt.1 - Sources & Uses
4h
LBO Modeling Pt.2 - Capital Structure
2h
DCF Valuation Modeling Fundamentals
4.9
Master DCF valuation techniques, understand common errors, and build optimized models. Learn to pair cash flows with discount rates, calculate terminal value and create dashboards.
3h
LBO Modeling Pt.3 - Output Metrics
6h 30min
Introduction to Business Valuation
4.8
Explore comparable company, precedent transaction, and discounted cash flow methods. Learn to identify and apply various techniques for asset and company valuation.
3h
M&A Accounting & Purchase Price Allocation
4.8
Understand M&A accounting: fair value adjustments, goodwill, deferred taxes, and deal structures. Learn to build pro forma financial statements for acquisition analysis.
6h 30min
3-Statement Modeling
4.8
Master 3-Statement Modeling: design, balance, and link financial statements, build debt/equity schedules, manage circularity, and create insightful dashboards.
3h 30min
Mergers & Acquisitions (M&A) Modeling in Excel Part 1 – Model Setup & Transaction Adjustments
Learn how to build a mergers & acquisitions model in Excel with model setup and transaction adjustments to create a post-transaction pro forma balance sheet.
2h
Accounting for Diluted Shares and Earnings per Share
5.0
Master diluted share count and earnings per share calculations. Learn to account for dilutive securities, applying the Treasury Stock Method, If-Converted Method, and adjustments.
3h 30min
Mergers & Acquisitions (M&A) Modeling in Excel Part 2 – Pro Forma Integration & Analysis
Complete a fully integrated Mergers & Acquisitions (M&A) model in Excel by combining the acquirer and target into a pro forma model.
4h 30min
Comparable Valuation Analysis
4.8
Master relative valuation, screening for comparable companies and transactions. Learn to use multiples, enterprise vs. equity value, and identify assets for accurate valuation.
2h
Comparable Valuation Fundamentals
4.9
Learn how to value a target company using comparable trading analysis and precedent transaction analysis.
4h 30min
PowerPoint & Pitchbooks
4.9
Master advanced PowerPoint for financial analysts. Learn to create world-class presentations, tables, charts, and graphs from scratch, and apply best practices for pitchbooks.
4h
Origination Fundamentals - Debt Capital Markets Perspective
4.9
Explore capital markets through DCM/ECM roles, team collaboration, daily analyst tasks, career paths, and essential skills, culminating in building a DCM update.
1h
Drafting a 3-Statement Model with AI
In this drafting a 3-statement model with AI course, you’ll learn structured prompts and Claude for Excel so you can draft high-quality financial models faster.
1h
Formatting a 3-Statement Model with AI
5.0
In this Formatting a 3-Statement Model with AI course, you will learn to use AI and Excel to apply consistent, firm-standard formatting to financial models.
1h
Auditing a 3-Statement Model with AI
In this Auditing a 3-Statement Model with AI course, you will learn to use AI to audit 3-statement models, find key errors, and protect model integrity.
1h 30min
Structured AI Prompts for Finance
In this structured AI prompts for finance course, you will learn to create source-grounded, analyst-grade prompts and verify AI outputs with confidence.

Learn more with free Investment Banking resources

Explore all of CFI's Investment Banking learning and development resources.

Webinar: Ask the Authors – A Live Q&A with the SMEs Behind Your CFI Courses

eLearning Excel Accounting Financial Modeling Financial Planning & Analysis (FP&A) Career Webinars Investment Banking Artificial Intelligence (AI)

Webinar: AI in M&A Deals – Practical Tools for Deal Preparation With Valutico

Valuation Financial Modeling Financial Planning & Analysis (FP&A) Private Equity Webinars Investment Banking Artificial Intelligence (AI)

Financial Analyst vs Investment Banker: Which Finance Career Path Is Right for You?

Career Articles Investment Banking

Corporate Restructuring: Definition, Types, and Why Companies Use It

Valuation Management & Leadership Articles Investment Banking

Capital Markets Career Paths

Career Career Map Articles Capital Markets Investment Banking

Webinar: CFI Careers Day - Careers in Corporate Finance

Financial Modeling Financial Planning & Analysis (FP&A) Career Private Equity Webinars Investment Banking Artificial Intelligence (AI)

Offer Price in M&A: Definition, Calculation, and Examples

Valuation Articles Investment Banking

CFI & DataCamp Webinar: How Python Skills Can Build Your Career in Finance

Career Webinars Capital Markets Investment Banking Python

Member Spotlight | Russel Tan

Financial Modeling Career Podcasts FinPod Investment Banking

Business Valuation: Top 14 Resources to Build Your Expertise

Valuation Financial Modeling Articles Investment Banking

Members Spotlight | Paul Barnhurst & Scott Powell - 100 Episodes of FinPod Special

Financial Planning & Analysis (FP&A) Career Podcasts Capital Markets FinPod Investment Banking Essential Business Skills

4 Types of Financial Analysts: Which Career Path Fits You Best?

Financial Planning & Analysis (FP&A) Career Articles Investment Banking

Why Learn Investment Banking with CFI?

CFI is a leading provider of online financial analyst certification programs and courses. Each course and program is designed with the aid of professional Wall Street trainers with experience training new hires at global investment banks for decades.

Using a combination of theory, application, and intuition to enhance learning and retention. The self-paced programs are available anytime, anywhere, and leverage proprietary technology, leading instructors, and creative designers.

Over 75% of CFI learners report improved productivity or competency within weeks.

With our Investment Banking courses, you can learn how to:

Valuation Techniques: Master various methods to accurately assess a company’s worth, enabling you to provide clients with informed financial advice and strategic insights.
Mergers and Acquisitions: Understand the full lifecycle of M&A transactions, from identifying potential targets to negotiations, helping you facilitate smoother deals and generate value for your clients.
Financial Modeling: Develop robust financial models that forecast future performance, allowing you to make better investment decisions and create persuasive presentations for stakeholders.
Pitch Books and Presentations: Learn how to craft compelling pitch books and presentations that effectively communicate your analysis and recommendations to clients, enhancing your influence and credibility.
Market Trends: Stay updated on industry trends and market dynamics, giving you the tools to anticipate changes and advise clients on the best course of action.
Risk Management: Explore strategies to identify and mitigate financial risks, ensuring that you can protect your clients' interests and enhance their investment outcomes.

Who should take Investment Banking courses online?

If you’re an aspiring investment banker, finance analyst, or corporate finance professional, these courses are just for you. They’ll equip you with the foundational knowledge and practical skills to excel in the fast-paced world of investment banking. Even seasoned professionals looking to sharpen their expertise or pivot careers will find valuable insights here. Dive in and enhance your skills today!

Registered Provider: National Association of State Boards of Accountancy

All Investment Banking courses are accredited by the Better Business Bureau (BBB), CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the US. Most courses qualify for verified CPE credits for CPA charter holders.

Courses include video lessons, quizzes, and final assessments.

FAQs about Investment Banking

If you haven’t found your answer from our FAQ, please send us a message.
If you haven’t found your answer from our FAQ, please send us a message.
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