INVESTMENT BANKING

CERTIFICATION

WWW.NYIF.COM
 UNDERSTANDING THE INVESTMENT
BANKING CERTIFICATION (IBC):
If you’re looking for a short-term, yet comprehensive, cost and time
effective program to develop in-demand skills in corporate finance,
M&A, and investment banking, then the Investment Banking Certifi-
cation may be for you. The Investment Banking Certification (IBC) is
a professional designation in finance, valuation and investment bank-
ing given by the New York Institute of Finance offered 100% online.

The IBC program is designed at a graduate-level similar to a mini-

MBA for a fraction of the cost. Individuals awarded the IBC designa-
tion enhance their career opportunities by developing the essential,
desk-ready skills related to Capital Markets, Fund Management, Val-
uation, and Mergers & Acquisitions (M&A). Modules can be taken
100% online at your own pace and from anywhere in the world with
an internet connection.

The skills developed within this program are applicable to a multitude

of Analyst roles within the Investment Banking field including ac-
quisition advisory, equity and fixed income capital markets, and risk
management. IBC holders are deemed desk-ready, steeped in subject
matter expertise and equipped with the practical skills in finance to
deliver in the roles of their choice.

WHO SHOULD ENROLL?

IBC is designed for students from a wide range of backgrounds, including business, econom-
ics, engineering, sciences, and mathematics who want to make a career transition into invest-
ment banking or whom need to hone their finance and business management skill set. This
program is appropriate for recent graduates, entry-level analysts to seasoned professionals
that wish to refresh their knowledge and skills in finance.

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 DEFINITION
BENEFITS OF THE INVESTMENT
INVESTMENT BANKING CERTIFICATION:
BANKING The IBC prepares individuals for careers transition to

CERTIFICATION investment banking or needing to improve their finan-

cial and business management skills. The skills devel-
PROGRAM (IBC): oped or enhanced during the program are intended to
The Investment Bank- produce competent individuals in the areas of general
ing Certificate (IBC) is management, finance, financial statement analysis,

a professional desig- and quantitative methods with a specialization in

financial markets and investment analysis.
nation in 4 core disci-
plines in business and Upon successful completion of this program, partic-
finance given by the ipants will receive a certificate from the New York
New York Institute of Institute of Finance. A Professional Certificate from
Finance (NYIF). The IBC the New York Institute of Finance is a sought-after
designation is an on- credential that leading financial services employers
line 12-week (70 hour) around the world know and trust. Our certificates

program comprised of attest to your ability to perform in the real world of

finance.
on-demand, self-paced
learning. You will learn Individuals awarded the IBC designation will become
directly from industry part of the elite NYIF Alumni group and NYIF Mem-
experts, market practi- bership program. You will receive premium benefits
tioners, and seasoned including priority alerts about promotions and up-
finance professionals coming courses, exclusive alumni-only discounts to
about business finance, events and conferences, annual free credit to our

valuation and robust eLearning library, member-only invitations to

exclusive NYIF events, and an invitation to join our
investment banking.
NYIF Alumni network on LinkedIn.

LEARN MORE: info.nyif.com/investment-banking-certification/

FORMAT: On-Demand, Self-Paced
DURATION: 12 Weeks (70 Hours)
PRICE: USD $990

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 DESIGN YOUR OWN LEARNING PATHWAY: THE IBC CURRICULUM

The IBC program is divided into two parts. The first part of the program comprises 5 pre-selected
mandatory Foundation Courses. For the second part of the program, students are given the option
to design their own learning pathway by selecting a Specialization Track. Student are required to
select one of the two specialization tracks listed below.

PART I: 5 FOUNDATION COURSES (MANDATORY)

Develop a deep understanding of core financial theory and financial market interdependencies through
Course 1 – 4. In Course 5, refine your interview and career management skills to land the role of your
choice in investment banking or finance.

COURSE 1: Finance for Non-financial Managers

COURSE 2: Financial Statement Analysis
COURSE 3: M&A - Free Cash Flow Modelling
COURSE 4: Quantitative Methods and Techniques
COURSE 5: Essential Career Skills for Investment Banking and Finance

PART II: SELECT A SPECIALIZATION TRACK:

Student are required to select one of the two specialization tracks offered.

SPECIALIZATION TRACK 1: CUSTOM SPECIALIZATION TRACK 2: NYIF SIGNATURE

Select 2 of the 4 specializations areas offered (each NYIF selects 8 courses from the specialization
specialization area is comprised of 4 courses) areas to create a comprehensive program
that offers students a well-balanced learning
1. CAPITAL MARKETS SPECIALIZATION experience.
• Fundamentals of the Securities Industry
• Equities NYIF SIGNATURE TRACK INCLUDES:
• Fixed Income Securities • Fixed Income Securities
• Derivative Instruments • Hedge Funds
2. FUND MANAGEMENT SPECIALIZATION • Corporate Finance
• Mutual Funds • Business Valuation
• Hedge Funds • M&A – Concepts and Theories: Advanced Topics
• Wealth Management • M&A – Structuring the Deal
• Portfolio Management • Portfolio Management
3. VALUATION SPECIALIZATION • M&A – Advanced Acquisition Modelling
• Corporate Finance
• Business Valuation
• Corporate Credit Analysis
• Measuring Risk
4. MERGERS AND ACQUISITIONS (M&A)
SPECIALIZATION
• M&A – Concepts and Theories: An Introduction
• M&A – Concepts and Theories: Advanced Topics
• M&A – Structuring the Deal
• M&A – Advanced Acquisition Modelling

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 DESIGN YOUR OWN LEARNING PATHWAY: THE IBC CURRICULUM

EXAMPLE OF SPECIALIZATION TRACK 1: CUSTOM

Student A selects Specialization Track 1: Custom and the 2 following specialization areas: Valuation and M&A.
The student must complete all 13 courses to earn the IBC certification.

PART I: FOUNDATION COURSES PART II: SPECIALIZATION TRACK 1: CUSTOM

5 PRE-SELECTED MANDATORY VALUATION SPECIALIZATION
FOUNDATION COURSES: • Course 6: Corporate Finance
• Course 7: Business Valuation
• Course 1: Finance for Non-financial
• Course 8: Corporate Credit Analysis
Managers
• Course 9: Measuring Risk
• Course 2: Financial Statement Analysis
• Course 3: M&A – Free Cash Flow
Modelling MERGERS & ACQUISITION (M&A) SPECIALIZATION
• Course 4: Quantitative Methods and • Course 10: M&A – Concepts and Theories: An Introduction
Techniques • Course 11: M&A – Concepts and Theories: Advanced Topics
• Course 5: Essential Career Skills for • Course 12: M&A – Structuring the Deal
Investment Banking and Finance • Course 13: M&A – Advanced Acquisition Modelling

TOTAL COURSES: 13 COURSE HOURS: 70

RESULT: AWARDED THE NYIF IBC CERTIFICATION

EXAMPLE OF SPECIALIZATION TRACK 2: NYIF SIGNATURE

Student B selects the NYIF Signature track. Courses are preselected by NYIF. No further action is required.
The student must complete all 13 courses to earn the IBC certification.

PART I: FOUNDATION COURSES PART II: SPECIALIZATION TRACK 1: NYIF SIGNATURE:

5 PRE-SELECTED MANDATORY 8 COURSES PRE-SELECTED BY NYIF
FOUNDATION COURSES:
• Course 6: Fixed Income Securities
• Course 1: Finance for Non-financial • Course 7: Hedge Funds
Managers • Course 8: Corporate Finance
• Course 2: Financial Statement Analysis • Course 9: Business Valuation
• Course 3: M&A – Free Cash Flow • Course 10: M&A - Concepts and Theories: Advanced Topics
Modelling • Course 11: M&A – Structuring the Deal
• Course 4: Quantitative Methods and • Course 12: M&A – Advanced Acquisition Modelling
Techniques • Course 13: Portfolio Management
• Course 5: Essential Career Skills for
Investment Banking and Finance

TOTAL COURSES: 13 COURSE HOURS: 70

RESULT: AWARDED THE NYIF IBC CERTIFICATION

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 FEES AND QUICK FACTS

REGISTRATION:
This program is open for enrollment. You may enroll at any time during the year. After you’ve
registered for the program, a person from the NYIF Customer Success team will contact you
by email within 24 business hours to confirm your enrollment and specialization track. You
will have unlimited access to the program for 12 months starting from the date of purchase.

REQUIREMENTS:
A bachelor’s degree in Finance or a degree in general is NOT necessary
to enroll in any of our courses/certificate programs. We do, however
recommend students have at least a basic understanding of finance.

ENROLLMENT FEES:
Online-Only Enrollment: USD $990

ABOUT THE NEW YORK

INSTITUTE OF FINANCE

The New York Institute of Finance (NYIF) is a global leader in professional training for
financial services and related industries. NYIF courses cover everything from investment
banking, asset pricing, insurance and market structure to financial modeling, treasury
operations, and accounting. The New York Institute of Finance has a faculty of industry
leaders and offers a range of program delivery options, including self-study, online courses,
and in-person classes. Founded by the New York Stock Exchange in 1922, NYIF has trained
over 250,000 professionals online and in class, in over 120 countries. NYIF trains leading
global institutions and finance professionals, some of NYIF’s US customers include the
SEC, the Treasury, Morgan Stanley, Bank of America and most leading worldwide banks.

Our advisors and faculty are ready and available to prepare you for the future
of money. Join our elite alumni network responsible for shaping it.

Over 300+ courses from Introductory to Advanced in Programming, FinTech,

Risk Management, Capital Markets, Regulation & Compliance and more.

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 COURSE DESCRIPTION
FINANCE FOR NON- ESSENTIAL CAREER FIXED INCOME SECURITIES
FINANCIAL MANAGERS SKILLS FOR INVESTMENT ON-DEMAND, 3 HOURS
ON-DEMAND, 6 HOURS BANKING AND FINANCE This course provides a solid introduction to
This introductory course provides managers ON-DEMAND, 6 HOURS credit risk, bond-rating systems, bond trading
with a basic understanding of financial terminology, techniques and strategies,
This course will improve your financial
management. It demonstrates how to read the yield curve and the factors that affect
fluency so that you speak like a seasoned
and understand key elements of financial professional when starting or advancing your it, and the role of the Federal Reserve
statements and reports, such as balance career. Learn about the different sectors and system and its impact on bonds. It covers
sheets, income statements and cashflow sub-sectors across the financial industry. the corporate, municipal, and government
statements. Participants also learn how In addition to industry jargon, discover how bond markets, focusing on the concepts,
to apply basic financial and accounting hiring decisions are made and the strategies functions, and operations of these markets.
principles to budget preparation and analysis. to control the narrative and tell your story
in the most compelling way possible. DERIVATIVE INSTRUMENTS
FINANCIAL STATEMENT ON-DEMAND, 8 HOURS
ANALYSIS FUNDAMENTALS OF THE This course explains the fundamentals of
ON-DEMAND, 7 HOURS SECURITIES INDUSTRY different derivative instruments - forwards,
ON-DEMAND, 8 HOURS futures, options, swaps. The participants learn
This course teaches participants how to
about tools used in hedging and speculative
compare companies financially, understand This curriculum provides a broad perspective
cash flow, and empowers participants to grasp strategies, as well as ways in which these tools
of the inner workings of Wall Street and
are used by both individual and institutional
basic profitability and risk analysis concepts. the securities industry. It focuses on the
investors around the world. This course also
products, markets, vocabulary, and players,
covers futures pricing, the Greeks and the
M&A - FREE CASH the primary and secondary markets for
various options positions, and explains the
FLOW MODELING securities including investment banking,
basic structure of plain vanilla swaps and how
the stock exchanges and over-the-
ON-DEMAND, 8 HOURS corporations use swaps to manage their risk.
counter transactions, margin, settling,
This course teaches students how to clearing, and industry regulations.
employ free cash flow concepts to analyze MUTUAL FUNDS
corporate performance and perform an
EQUITIES ON-DEMAND, 10 HOURS
evaluation analysis to make better capital
budgeting and acquisition decisions. ON-DEMAND, 7 HOURS This course introduces the global mutual fund
industry, exploring the types of mutual funds,
A detailed introduction to equity securities,
the fund selection process, and the structure of
QUANTITATIVE METHODS this course covers the types, characteristics,
mutual fund companies. As the popularity of
AND TECHNIQUES and risks of common stock, preferred stock,
exchange-traded funds explodes, this course
ON-DEMAND, 5 HOURS and other equity-related instruments such
also examines the trends that are shaping the
as rights, warrants, and convertible bonds.
In this course, participants learn about key industry, including indexation and the use of
Each type of security is presented from the
quantitative methods and techniques used ETFs to globally diversify investment portfolios.
perspective of both investors and issuers.
in financial and investment analysis. This This course also covers equity indexes,
course covers topics on time value of money, index options, and index mutual funds.
basic statistics of sampling and estimation,
hypothesis testing, probability distribution,
correlation and regression techniques.

Visit www.nyif.com for more information.

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 COURSE DESCRIPTION

HEDGE FUNDS BUSINESS VALUATION M&A - CONCEPTS AND

ON-DEMAND, 8 HOURS ON-DEMAND, 6 HOURS THEORIES: AN INTRODUCTION
Developing, offering, marketing, and investing This curriculum teaches the fundamentals of ON-DEMAND, 8 HOURS
in hedge funds is one of the fastest growing valuing public and private companies through This course provides an overview of the
and least understood sectors of the asset a case study approach. It covers the different major 3 facets of the Mergers & Acquisitions
management industry. This course presents methodologies and focuses on the Discounted industry and the skills engaged in executing
a comprehensive and accurate picture of Cash Flow (DCF) method as participants transactions from the deal’s inception to
the hedge fund industry, various hedge build a DCF analysis for an actual acquisition, post-merger integration. Students will
fund strategies, hedge fund operations, and using each component of the DCF model: explore the various reasons why people
considerations for hedge fund investors. projected free cash flows, Weighted Average do deals; how to find deals along with an
Cost of Capital (WACC) and terminal value. understanding of the global M&A market.
WEALTH MANAGEMENT This course concludes with an introduction
to sensitivity and scenario analysis, which is
ON-DEMAND, 4 HOURS M&A - CONCEPTS AND
used to expand on the base case valuation.
In this course, participants learn about THEORIES: ADVANCED TOPICS
key quantitative methods and techniques ON-DEMAND, 8 HOURS
CORPORATE CREDIT
used in financial and investment analysis.
ANALYSIS: This course provides a further in-depth inquiry
This course covers topics on time value 4 into the major facets of the Mergers &
of money, basic statistics of sampling and ON-DEMAND, 5 HOURS
Acquisitions industry and the skills engaged
estimation, hypothesis testing, probability This course Corporate Credit Analysis in executing transactions from the deal’s
distribution, correlation and regression takes a diagnostic approach—it teaches inception to post-merger integration.
techniques, and time-series analysis. participants what to look for when assessing
the financial health of a corporation.
M&A - STRUCTURING
PORTFOLIO MANAGEMENT Participants explore the implications of
financial and non-financial credit and business
THE DEAL
ON-DEMAND, 14 HOURS
risks on corporate credit. They learn how to ON-DEMAND, 8 HOURS
This introduction to portfolio management structure a loan and the best methods for This course focuses on structuring the
theory lays out the different types of investor monitoring and standardizing credit control deal from multiple perspectives involving
characteristics and their implications for procedures. At every stage of the series, common to unusual transactions and
portfolio construction. This course also students are asked to apply credit analysis provides an understanding of the practical
provides insights into the relevance of the theories to practical case studies drawn from transaction structures for Mergers and
portfolio management process for fixed different countries and industrial sectors. Acquisitions and their financial tax,
income, equity, and money market securities.
legal and accounting implications.
MEASURING RISK:
CORPORATE FINANCE
EQUITY, FIXED INCOME, M&A – ADVANCED
ON-DEMAND, 5 HOURS
DERIVATIVES AND FX ACQUISITION MODELLING
This introductory course draws upon both ON-DEMAND, 8 HOURS ON-DEMAND, 7 HOURS
finance theory and practical applications
This course is a survey of risk measures This course teaches students advanced
to help participants understand key
and risk measurement practices applied Excel techniques to create a 3-stage
concepts that underlie analysis and
to individual securities and portfolios. It valuation model for acquisitions
execution of financial decisions. Starting
covers two key areas of risk management and leveraged buyouts (LBOs).
with the objectives of the firm and its
- Risk by Asset Class and Portfolio Risk
Chief Financial Officer, the course teaches
Measurement. This course provides further
students how to apply time value of
insights with a case-study on risk reporting
money principles, the capital budgeting
of a publicly traded financial institution.
framework, and analysis of financing
options when making financial decisions.

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FREQUENTLY ASKED QUESTIONS:
GENERAL PAYMENT OPTIONS

WHAT IS THE DURATION WHAT IS THE COST OF THE INVESTMENT

OF THE PROGRAM? BANKING CERTIFICATE (IBC)?
12 weeks, 70 hours USD $990

WHAT ARE THE PROGRAM DATES? ARE THE FEES DIFFERENT FOR
The program is 100% online. This on-demand, self- FOREIGN STUDENTS?
paced course is open for enrollment year-round. No, fees for all students are the same.
Students can enroll anytime throughout the year.

WHAT ARE MY PAYMENT OPTIONS?

WILL I RECEIVE A CERTIFICATE You can pay with all major credit cards and on completion you will receive a
OF COMPLETION? receipt via email. Alternatively, if you are a company you can choose to pay
Upon successful completion of the program, participants via invoice at checkout. Any invoice must be paid in full before the course
will receive a professional certificate in Investment starts for classroom courses, or before access is granted if an online course.
Banking. Certificates and credentials will be delivered
to participants by email or mail to their given address. CAN I GET A REFUND?
A full refund will be granted to all cancellations received in writing
HOW CAN THIS HELP ME IN MY CAREER? (via email to [email protected] or [email protected]) within
The Investment Banking Certification prepares students in 72 hours of the system sending the end user the log-in access (e.g.
the 4 core disciplines in investment banking and finance. username and password), unless the course was accessed within such
time. No refund or credit will be given for cancellations received more
ARE THERE ANY PREREQUISITES? than 72 hours after the system sends the end user the log-in access.
We do not require a bachelor’s degree in Finance or a
degree in general is NOT necessary to enroll in any of DO YOU OFFER ANY DISCOUNTS OR
our courses/certificates. However, we do recommend OFFER ANY FINANCIAL AID?
students have a basic understanding of finance. Unfortunately, no we do not.

HOW LONG IS THE PROGRAM? OTHER

70 learning hours. The program can be completed
in under 12 weeks. Since this is a “self-paced”
DO YOU REQUIRE WORK EXPERIENCE?
course, you can adjust your pace based on your
No. We recommend students to have a recognized bachelor’s
schedule. You have a year from the enrollment date
degree in any discipline or related experience.
to complete the program and earn your certificate.

160 Broadway Floor 15 New York, NY 10038

Phone: 1 (347) 842-2501 Email: [email protected]

The New York Institute of Finance (NYIF) was founded by the New York Stock Exchange (NYSE) in 1922 as the New York
Stock Exchange Institute. NYIF is an independently held business, headquartered in New York, providing world-class training
to professionals in the financial services and related industries. The Institute offers a vast array of courses ranging from
introductory to advanced, as well as a number of professional designations that build careers through expertise.

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