Investment Research Masterclass London |
Get desk-ready for Investment Research in less than a week.
- Learn face-to-face from an expert instructor
- Analyze financial statements, build operating models & financial forecasts, and use valuations to inform investment recommendations
- Receive 3 months free access to Felix, the all-in-one toolkit for success in finance, used by over 20,000 analysts
- Earn a Wall Street recognized certificate
- Location
- London
- Dates
- October 9 - October 12, 2023
- Time
- 9am - 5pm, Daily
- Certificate
- Desk Ready Certificate
Desk-ready in one week.
- DESK-READY CERTIFICATE
Each pre-work module will begin with a five-question test to ascertain your skill level. If you fail to meet the pass mark, you will be provided with learning to fill in the gaps.
Financial Accounting Review
Introduction to full consolidation and non-controlling interests
Accounting ratios
Introduction to modeling
Three statement model with iterations
Financial forecasting
Quarterly modeling
Equity value to enterprise value bridge
Trading comparable valuation
WACC analysis – practical application
Discounted cash flow valuation
Capital markets fundamentals
Equity markets & products
Rates markets and products
Credit markets and products
Investment recommendations
Develop a deeper understanding of topics relevant to your role or interests by working through the exercises, models and learning contained within an additional four bolt-on modules.
Asset management – portfolio theory
ESG investing
You’ll also get six month’s access to Felix, a combination an extensive streaming library of learning content with real-time access to financial data and filings. It is designed to empower you to put your new-found knowledge into practice and stay ahead in the ever-changing financial landscape.
Investment Research Masterclass London
Wall St. recognized certification.
It’s no secret that banking is fiercely competitive, which is why our Wall Street-recognized certification is designed to let your employers know you have the skills to succeed.
Who is this Open Classroom for?
Individuals or small groups seeking the fastest path to break into finance.
Experienced professionals looking to reinforce past learning or plug skill gaps.
New, lateral, or off-cycle hires that need to rapidly upskill and get desk-ready.
Your fast-track to real expertise in Investment Banking.
- This course is aimed at getting new hires ‘desk ready’. The course is an intensive version of the training that we deliver to new hires at Investment Banks, with lots of focus on practical application using real company case studies.
- Learn how to build error-free operating models and cash sweep models for use in company valuation and deal analysis.
- Learn how to value companies using both valuation multiples and DCF valuation, and how to sense check your valuation.
- Learn how to analyze potential M&A transactions, how to build a merger model and how to understand the impact of different types of deal financing.
- Learn how PE deals are financed, how to build an LBO model and how to use this to analyze a potential LBO transaction.
Meet your expert instructor.
Deborah Taylor | Instructor
-Deborah, who is a chartered accountant, was a director at Barclays Equity Research for 7 years before joining Financial Edge. During her time there, she specialized in accounting and valuation research as part of one of the top ranked teams in her sector. In more recent years, Deborah worked as co-head of Sustainable and Thematic investing, carrying out research on corporate governance issues such as corporate tax and regulation. She is also co-author of the book ‘Financial Statement Analysis under IFRS’, published in 2018.
Get Access to Felix: Learn using real company and market data.
With over 5,300 global comps updated daily, monthly market data, industry tools, expert playlists, over 2,660 videos and expert instructor support, Felix makes it easy to answer questions, develop and excel in your future role.
- Pre-work – Effortlessly navigate bespoke learning pathways with our innovative learning platform. Our blend of videos, workouts, and expert support effectively prepares you for the classroom, focusing on your unique skill gaps.
- Bringing industry into the classroom – Felix simulates being on the desk, allowing you to work with real company and market data from day one.
- Role-specific learning – After the program you can choose to follow one of our role-aligned specialist learning pathways to deepen your knowledge even further.
Can’t attend this Open Classroom?
Upgrade your résumé with a Micro-degree. Impress employers by demonstrating your proficiency in a particular industry, including investment banking, private equity and asset management. Our online courses offer you the same training experience we provide analysts at the top 4 investment banks.
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