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Financial Analysis & Investment Banking – Xchieve
DCF.valuation(FCF=[120,145,168], WACC=0.092, terminalGrowth=0.025); EV = EBITDA * 12.5; NetDebt = TotalDebt - CashEquivalents; Bloomberg.pull("AAPL US Equity", fields=["PX_LAST","PE_RATIO","EV_TO_EBITDA"]); portfolio.rebalance(weights, target_vol=0.15); sharpe = (ret - rf) / std IF(ISERROR(VLOOKUP(A2,DataTable,3,0)),"N/A",VLOOKUP(A2,DataTable,3,0)); NPV=SUM(CF/(1+r)^t); IRR solver iteration complete FinancialModel.buildLBO(equity=250e6, leverage=4.5x, exitMultiple=8.0); debtSchedule.sweep(CFADS, DSRA); returns.calc(MoM=2.8, IRR=0.22) pivot_table(df, values="Revenue", index="Segment", aggfunc=np.sum); df["EBITDA_Margin"] = df.EBITDA/df.Revenue; regression.fit(X_train, y_train) Options.BlackScholes(S=150, K=155, T=0.25, r=0.05, sigma=0.28); delta=0.47; gamma=0.032; VaR_95=portfolio.value_at_risk(confidence=0.95) creditRating.assess(icr=3.2, leverage=4.1, coverage=2.8); FitchModel.predict(issuer); bondYield = coupon/price + (par-price)/maturity
Govt. Recognised 📈 Industry-Integrated LIVE
📈 Financial Analysis & Investment Banking Bootcamp

Financial Analysis & Investment Banking

From Financial Modelling to Equity Research & Deal Structuring — Master Excel, Bloomberg & Valuation and Land Roles at Top Finance Firms

⭐
4.9 / 5 Rating
By 4,100+ learners
⚡
Live Bootcamp
Included in course
🗓️
16 Weeks Online
Flexible schedule
✓
100% Placement
Career guaranteed
RK
Lead Instructor Rohan Kapoor
Financial ModellingDCF ValuationLBO AnalysisBloombergEquity Research
🎯 Beginner to Job-Ready · Basic maths or commerce background helpful, not required
Certified By
🏅 Skill India 🏛️ NSDC ⚖️ MCA Govt. ✅ ISO Certified
Our Alumni Hired At
Goldman Sachs JP Morgan Morgan Stanley Deloitte KPMG Ernst & Young ICICI Bank HDFC Bank Kotak Securities Motilal Oswal
📈
Your career in finance & investment banking starts here.
Join thousands who already made the leap —
your dream finance role is one course away
Job-Ready Mentor-Led Certified

Course Fee

₹12,999 Today only

₹33,000   Save ₹20,001/-

★ 4.9/5 • 4,100+ learners
  • 🕐 16 Weeks Online Programme
  • 💼 100% Placement Assistance
  • 📊 Live Bloomberg & Excel Modelling Labs
Enroll Now → Enquire Now View Course Brochure Connect with our team
🗓 Updated May '25  ·  T&C apply
🎓Placement Assistance ✦ 📊Live Financial Modelling Labs ✦ 🏆Govt. Certified ✦ ⚡Live Bootcamp ✦ 📈Bloomberg Terminal Access ✦ 📈DCF & LBO Modelling ✦ 🎯1-on-1 Mentorship ✦ 💼Career Guidance ✦ 📜Industry Certificate ✦ 🎓Placement Assistance ✦ 📊Live Financial Modelling Labs ✦ 🏆Govt. Certified ✦ ⚡Live Bootcamp ✦ 📈Bloomberg Terminal Access ✦ 📈DCF & LBO Modelling ✦ 📜Industry Certificate ✦
Course Benefits

Why Choose This Course?

Get more than just education — join a comprehensive learning experience engineered for your success in the investment banking and financial markets industry

Industry-Recognized Certificate
Earn a verified certificate recognised by top finance firms including Goldman Sachs, JP Morgan, Deloitte, and KPMG — a credential employers trust.
Real Finance Tool Labs
Hands-on practice with Excel Financial Modelling, Bloomberg Terminal, CapIQ, Tableau, and industry-standard valuation and analysis workflows.
Career Assistance
Get targeted career guidance, finance-specific resume reviews, technical interview prep, and networking sessions with senior bankers and analysts.
Global Community
Join thousands of finance professionals worldwide and network with analysts, bankers, and CFOs from top investment banks and consulting firms.

Trusted by Industry Leaders

Our curriculum is designed in alignment with leading investment banks and finance firms to ensure you learn the most in-demand financial analysis skills

Amazon
Google
Microsoft
IBM
Bosch

Reviews from Students

Don't just take our word for it — hear what our students have to say about their Financial Analysis & Investment Banking learning experience

★★★★★4.9/5 from 4,100+ students
AS
Arjun Sharma
Equity Research Analyst
Motilal Oswal
★★★★★

"The DCF valuation and comparable company analysis modules are exceptional! The depth of coverage on three-statement modelling, scenario analysis, and sensitivity tables is unmatched. The live Bloomberg terminal labs truly prepared me for real equity research work. I landed my Analyst role at Motilal Oswal within 4 weeks of completing this programme."

✓ Verified Purchase2 months ago
PM
Priya Mehta
Investment Banking Analyst
JP Morgan
★★★★★

"The LBO modelling and M&A deal structuring sections were incredibly detailed. The debt scheduling, returns analysis, and management case workflows gave me a massive advantage in interviews. The precedent transactions and merger consequences module alone is worth the entire course fee."

✓ Verified Purchase3 months ago
VR
Vikram Reddy
Financial Analyst
Deloitte
★★★★★

"Outstanding coverage of financial statement analysis, credit modelling, and risk assessment. The ratio analysis framework and real-world case studies are exactly what Big 4 firms look for. The mentor support throughout the bootcamp was excellent — the instructors have real IB experience!"

✓ Verified Purchase1 month ago
4.9/5
Average Rating
97%
Success Ratio
100%
Career Support
4.1k+
Success Stories
Course Content

Course Curriculum

A comprehensive learning path from financial accounting fundamentals to advanced valuation, investment banking deal structuring, and market-ready analyst workflows

48 Modules 190 Lessons 16 Weeks
  • ▶Income Statement, Balance Sheet & Cash Flow Overview
  • ▶Revenue Recognition & Accrual Accounting
  • ▶Working Capital & Operating Cycle Analysis
  • ▶EBITDA, EBIT & Free Cash Flow Derivation
  • ▶Ratio Analysis — Liquidity, Leverage & Profitability
  • ▶Financial Statement Red Flags & Quality of Earnings
  • ▶Excel Keyboard Shortcuts & Best Practices
  • ▶Financial Functions — XNPV, XIRR, PMT, RATE
  • ▶Dynamic Financial Model Architecture
  • ▶Sensitivity Tables & Scenario Manager
  • ▶Data Validation, Named Ranges & Structured Tables
  • ▶Chart Design for Finance Presentations
  • ▶Power Query & Pivot Tables for Financial Data
  • ▶Macro Automation & VBA Basics
  • ▶Error-Proofing & Model Auditing Techniques
  • ▶Project: Integrated 3-Statement Financial Model
  • ▶Time Value of Money & Discounting Principles
  • ▶WACC — Cost of Equity, Debt & Capital Structure
  • ▶CAPM & Beta Estimation
  • ▶Free Cash Flow to Firm (FCFF) Projection
  • ▶Terminal Value — Gordon Growth & Exit Multiple Method
  • ▶Football Field Chart & Bridge Analysis
  • ▶DCF Sensitivity — Tornado Charts & Monte Carlo
  • ▶Project: Full DCF for a Listed Indian Company
  • ▶Selecting the Right Comparable Universe
  • ▶EV/EBITDA, P/E, EV/Revenue Multiples
  • ▶Calendarisation & LTM / NTM Adjustments
  • ▶Scraping Bloomberg & CapIQ for Comps Data
  • ▶Precedent Transaction Screening & Deal Screening
  • ▶Control Premium & Synergy Analysis
  • ▶Project: Comps Table for Real M&A Transaction
  • ▶LBO Structure — Sponsor, Target & Debt Tranches
  • ▶Debt Capacity, Leverage Ratios & Covenants
  • ▶Sources & Uses of Funds
  • ▶Debt Repayment Schedule & Cash Sweep
  • ▶IRR, MoM & MOIC Returns Analysis
  • ▶Management Rollover & Equity Waterfall
  • ▶Project: Full LBO Model for PE Case Study
  • ▶M&A Process — Buyside & Sellside Mandates
  • ▶Accretion / Dilution Analysis
  • ▶Pro Forma Merger Model
  • ▶Goodwill & Purchase Price Allocation (PPA)
  • ▶Deal Consideration — Stock, Cash & Mix
  • ▶Synergy Modelling — Cost & Revenue Synergies
  • ▶Hostile Takeovers & Defensive Strategies
  • ▶Regulatory & Cross-Border M&A Considerations
  • ▶Project: Full Merger Model for Indian Listed Companies
  • ▶Equity Research Workflow & Buy-Side vs Sell-Side
  • ▶Industry & Sector Deep-Dive Frameworks
  • ▶Management Discussion & Conference Call Analysis
  • ▶Investment Thesis Construction
  • ▶Price Target & Rating Methodology
  • ▶Writing Professional Research Reports
  • ▶Project: Full Initiating Coverage Report — NSE/BSE Stock
  • ▶Bloomberg Terminal Navigation — Core Functions
  • ▶Equity, Fixed Income & FX Screens
  • ▶DAPI, BI & FA Screens for Financial Data
  • ▶Bloomberg Excel Add-In (BDH, BDP, BDS)
  • ▶Capital IQ — Screening & Tearsheet Creation
  • ▶Refinitiv (Eikon) — News & Deal Analytics
  • ▶Python for Finance — Pandas, yfinance & Matplotlib
  • ▶Project: Automated Portfolio Dashboard using Bloomberg API
  • ▶Bond Pricing, Duration & Convexity
  • ▶Yield Curve Analysis & Interest Rate Risk
  • ▶Options — Black-Scholes Pricing & Greeks
  • ▶Futures, Swaps & Hedging Strategies
  • ▶Value-at-Risk (VaR) & Stress Testing
  • ▶Project: Derivatives Hedging Strategy for Corporate Treasury
  • ▶Pitch Book Structure — Credential Decks & CIMs
  • ▶Tombstone Design & League Table Positioning
  • ▶Storytelling with Financial Data
  • ▶PowerPoint for Investment Banking — Design Standards
  • ▶Live Deal Simulation — Presenting to a Panel of Bankers

+ 44 more modules including Portfolio Management, Private Equity, Credit Analysis, IPO Process & Capstone Deal Project

How will your training work?

Follow our structured learning path designed to take you from financial accounting basics to investment banking deal structuring through live modelling labs and expert finance mentorship.

Step 01
Learn Concepts
Go through training videos covering accounting, valuation, financial modelling, LBO, M&A, and equity research at your own pace with expert finance instructors.
Step 02
Test Yourself
Test your knowledge through module quizzes, model-building challenges, and CFA & IB technical interview-style practice assessments.
Step 03
Live Finance Labs
Work on real case studies using Excel, Bloomberg, and CapIQ. Build complete DCF models, LBO models, comps tables, and M&A deal analyses.
Step 04
1:1 Doubt Solving
Get your modelling and valuation doubts resolved by senior investment bankers and CFA charterholders through the Q&A portal within 24 hours.
Step 05
Take Final Exam
Complete your capstone investment analysis project — a full deal recommendation pitch with financial model and valuation — and pass the final assessment.
Step 06
Get Certified
Earn your professional Financial Analysis & Investment Banking certification and placement support begins immediately — your finance career awaits.

Ready to Start Your Finance Career?

Join thousands of students who have successfully completed our programme and landed roles at top investment banks, Big 4 firms, and financial institutions.

Self-paced learning Expert support Live modelling labs
Enroll Now — ₹12,999 →
Professional Certifications

Industry-recognized & Government Approved Certificates

Verified certificates recognised by investment banks and finance firms and government bodies — the proof employers demand when hiring analysts and associates.

🏛️
Government
Skill India Certificate
Nationally recognised certificate issued under Skill India — Ministry of Skill Development & Entrepreneurship.
NSDC ApprovedGovt. Backed
🎓
Industry
NSDC Certification
National Skill Development Corporation certified course completion, trusted by top investment banks, Big 4 firms, and financial institutions across India.
Industry-RecognizedPan India
✅
Quality
ISO Certified Program
Our Financial Analysis & Investment Banking training programme is ISO 9001:2015 certified, ensuring internationally recognised quality standards.
ISO 9001:2015Global Standard
⚖️
Legal
MCA Govt. Approved
Ministry of Corporate Affairs approved certification that adds legal validity to your professional financial analysis and investment banking profile.
MCA VerifiedCorporate Valid
Xchieve vs Others

Why Choose Xchieve Over Others?

Compare our comprehensive Finance learning experience with other popular platforms. See why thousands choose Xchieve to launch their finance career.

Features
⭐ Best Value
Xchieve
Coursera
Udemy
edX
Government Certified Courses
NSDC & Skill India certified programs
✓
✕
✕
✕
100% Career Assistance
Full placement & career support
✓
✕
✕
✕
Live Financial Modelling Labs
Real DCF, LBO, M&A & Bloomberg environments
✓
✕
✕
✕
Live 1:1 Mentorship
Personal mentor from investment banking industry
✓
✕
✓
✕
Lifetime Course Access
Access all course materials forever
✓
✓
✕
✓
24/7 Doubt Support
Round-the-clock financial technical assistance
✓
✕
✓
✕
Resume & Interview Prep
Finance & IB-specific technical interview prep
✓
✓
✕
✓
AI-Powered Learning Path
Personalised curriculum based on career goals
✓
✕
✕
✕
Premium Community Access
Exclusive finance & IB professional network
✓
✓
✕
✕
Overall Score
9/9 ✦
4/9
3/9
3/9
Xchieve
⭐ Best Value
9 / 9 ✦
Government Certified Courses✓
100% Career Assistance✓
Live Financial Modelling Labs✓
Live 1:1 Mentorship✓
Lifetime Course Access✓
24/7 Doubt Support✓
Resume & Interview Prep✓
AI-Powered Learning Path✓
Premium Community Access✓
Coursera
4 / 9
Government Certified Courses✕
100% Career Assistance✕
Live Financial Modelling Labs✕
Live 1:1 Mentorship✕
Lifetime Course Access✓
24/7 Doubt Support✕
Resume & Interview Prep✓
AI-Powered Learning Path✕
Premium Community Access✓
Udemy
3 / 9
Government Certified Courses✕
100% Career Assistance✕
Live Financial Modelling Labs✕
Live 1:1 Mentorship✓
Lifetime Course Access✕
24/7 Doubt Support✓
Resume & Interview Prep✕
AI-Powered Learning Path✕
Premium Community Access✕
edX
3 / 9
Government Certified Courses✕
100% Career Assistance✕
Live Financial Modelling Labs✕
Live 1:1 Mentorship✕
Lifetime Course Access✓
24/7 Doubt Support✕
Resume & Interview Prep✓
AI-Powered Learning Path✕
Premium Community Access✕
Your Credentials

Certificates You'll Earn After Completing the Financial Analysis & Investment Banking Program

Earn verified credentials that showcase your financial analysis and investment banking expertise to employers worldwide.

1
Course Completion Certificate
Acknowledge your hard work with a certificate from Xchieve upon successfully finishing the Financial Analysis & Investment Banking programme.
2
Internship Certificate
After completing a hands-on finance internship, you will receive an official certificate from Xchieve and top-tier financial institutions.
3
Industry Certificate
Earn a prestigious industry certificate from well-known investment banks and consulting firms as recognition of your practical financial analysis expertise.
4
Government Recognized Certificate
Receive NSDC & Skill India certified credentials backed by the Government of India's Ministry of Skill Development.
🏛️ Govt. Approved
✅ ISO Certified
🎓 NSDC Backed
⚖️ MCA Verified
Flexible Pricing

Pick the Plan That Launches Your Career

One-time payment. Lifetime access. Industry-recognised certificates included in every plan.

● StarterSave 50%
Self Paced Program
Study at your own speed
₹5,999
/course  ·  ₹11,999
What's included
  • ✓Financial Analysis Video Lectures
  • ✓Industry-Based Case Studies
  • ✓Industry Graded Certificates
  • ✓Doubt Clearing Sessions
  • ✓Quiz & Assessments
  • ✓Personal Dashboard
  • —Placement Assistance
  • —AI Mock Interview Portal
  • —1-on-1 Career Counselling
Get Started →
⭐ Most PopularSave 50%
Mentor-led Program
Live guidance from finance experts
₹8,999
/course  ·  ₹17,999
🎉 Early bird price applied!
What's included
  • ✓Financial Analysis Video Lectures
  • ✓Industry-Based Case Studies
  • ✓Industry Graded Certificates
  • ✓Doubt Clearing Sessions
  • ✓Quiz & Assessments
  • ✓Personal Dashboard
  • ✓Resume Building
  • ✓AI Mock Interview Portal
  • —Placement Assistance
  • —1-on-1 Career Counselling
Start Learning →
● Premium🏆 Best Value
SAVE 50%
Career Edge
Everything you need to get hired
₹12,999
/course  ·  ₹25,999
🎉 Extra early bird discount!
Everything included
  • ✓Financial Analysis Video Lectures
  • ✓Industry-Based Case Studies
  • ✓Industry Graded Certificates
  • ✓Doubt Clearing Sessions
  • ✓Quiz & Assessments
  • ✓Personal Dashboard
  • ✓Resume Building
  • ✓Personality Development
  • ✓Optimize Your LinkedIn
  • ✓AI Mock Interview Portal
  • ✓Placement Assistance
  • ✓1-on-1 Career Counselling
  • ✓Internship Guarantee Letter
  • ✓Priority Job Referrals
Start Learning →
🔒 Secure Payment ⚡ Instant Access ♾ Lifetime Updates 💬 24/7 Support
Got Questions?

Frequently Asked Questions

Everything you need to know before you enrol in our Financial Analysis & Investment Banking course. Can't find your answer? Reach out to us anytime.

Do I need prior finance or accounting knowledge before joining?+
Basic maths or commerce knowledge is helpful but not mandatory. Our course starts from financial accounting fundamentals and builds progressively up to advanced valuation, LBO modelling, and M&A deal structuring. Students from engineering, arts, and non-commerce backgrounds have successfully completed this programme.
Will I get access to Bloomberg Terminal and other real finance tools?+
Yes! All enrolled students get guided access to Bloomberg Market Concepts (BMC), CapIQ, and simulated Excel modelling environments. Career Edge plan students also receive Bloomberg Terminal lab session credits and additional CapIQ screener access for the duration of the programme.
Is there a pre-registration option available?+
Yes, you can pre-register to lock in the early bird pricing before the next cohort begins. Pre-registered students are first to receive access and get exclusive onboarding resources including an IB technical interview question bank, Excel modelling shortcuts guide, and a financial ratio reference sheet.
What is the refund policy?+
Our courses are crafted with care and commitment, and as such, we do not offer refunds. We believe in the value and quality of our educational services and encourage you to attend a free demo session before enrolling.
What roles can I target after completing this Finance course?+
Graduates from our programme have landed roles as Investment Banking Analyst, Equity Research Analyst, Financial Analyst, Credit Analyst, Portfolio Analyst, and M&A Associate at firms including Goldman Sachs, JP Morgan, Morgan Stanley, Deloitte, KPMG, ICICI Bank, HDFC Bank, Kotak Securities, and Motilal Oswal.
What are the timings of the live sessions?+
Live mentor sessions and bootcamp classes are scheduled after 6 PM on weekdays to suit working professionals and college students. Recordings are available within 24 hours for those who miss a session, including all live modelling walkthroughs.
Support Available 24/7
Still have questions?
Our expert finance team is here to help — reach out anytime via chat, WhatsApp, or a free counselling call with a senior banker or analyst.
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