Are you a graduate finance student, passionate about pursuing a career in the finance sector, and searching for a bright future along with a handsome salary? Are you ready to do hard and smart work for your clients? Are you accepting challenges for your growth and success? Are money and a luxurious lifestyle attracting you? If the answer is “Yes” to these questions, Investment Banking is the right option for your career. But for that, you need a strong base of finance management, and investment banking courses are like putting the cherry on the top of the cake. In this article, we will understand the role of investment banks, and bankers, and also get to know about the top investment banking courses in the USA.

Investment Banking Courses in the USA (2)

Introduction

In the past decade, many individuals or organizations brought innovative ideas for business, and to give shape to their dreams they need money. Therefore, finance plays a vital role for any individual or organization whether it is government or private. Both need money to accomplish their projects.

So here, investment banks and bankers play a big role in connecting companies that need capital with investors. It is a challenging field that requires a robust finance professional education. The USA has pioneered Investment Banking courses.

In the USA many renowned universities and institutes offer courses in Investment Banking.

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What Does Investment Bank and Bankers Do?

Investment Banks are financial firms that provide advisory services to various industries. It helps individuals or organizations to raise capital and provide financial consultancy services like,

  • Trading securities for their accounts.
  • Mergers and acquisitions advisory.
  • Lending money to firms for the expansion of their business and settling acquisitions.
  • Issue IPO and many more.

And here the Investment Bankers role starts. They are employees of banks and work as a financial advisor to manage the financial activities of their clients. They act as a middleman between the investors and those who need financial help. The following are the responsibilities of their job profile:

  • Conduct market research for their clients.
  • Prepare various reports on finance planning, structuring, insurance, and forecasting.
  • Raise money for their clients.
  • Set price for securities.
  • Issue stocks and bonds.
  • Manage debt and risk management.
  • Allocate resources.
  • Negotiate Mergers and Acquisitions.
  • Debt and risk management.
  • Manage Mergers and Acquisitions

Dig in to check out the industry’s most relevant:

 

Investment Banking Courses

MBA in Finance and Wealth Management

Many top business schools in the USA offer MBA programs to develop and enhance the critical reasoning and financial skills of the candidates. Students learn about banking procedures, finance, and accounts management. The curriculums are usually based on practical knowledge to prepare candidates for future leaders of investment banking.

Masters in Banking and Finance

It is an advanced degree course to enhance professional skills to manage a bank’s assets and risk operations. The course works on the analytical foundations of the students so that they can easily chase the real-world problems of the banking sector.

Certificate and Diploma Courses

Such courses are short-term training programs especially designed for finance students to upskill in the financing and banking industry. It covers economics, banking, finance, risk, and relationship management topics.

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Eligibility Criteria for Investment Banking Courses

Usually, criteria vary from institute to institute however the minimum criteria for investment banking courses are the following:

  • A good score in 10+2 with commerce stream.
  • A bachelor’s degree in commerce stream with a good percentage.
  • Some institutes require candidates’ GRE and GMAT scores.

 

Job profiles in the Investment Banking Field

In the Investment banking field, there are multiple job opportunities that anyone can choose according to their choice and expertise. Here, we discussed some important profiles of Investment Banking that candidates can grab after the Investment Banking Course.

Financial Advisor – Financial Advisors usually provide advice to their clients on the management of their money. They advise on financial solutions, new and existing investment and insurance solutions, financial planning services, etc.

Compliance Officer- Compliance officers monitor all the operational processes, legal regards, and ethical standards of the company. They manage information flow by researching and analyzing data and information.

Investment manager- The investment manager manages financial and investment planning, handles day-to-day buying and selling operations, allocates stocks and bonds, etc.

Risk Management Analyst- Such analyst usually works on risk factors. They conduct risk assessments, collect and analyze documentation, prepare statistics and marketing reports, etc.

Capital market Operation Analyst– These analysts handle the trade settlements, deal with products like equity, fixed income, and derivations, etc.

Wealth Management Advisors- They guide clients in planning finance based on investment expertise, tax strategies, insurance, real estate, and securities.

Equity Research Analyst- Equity analysts are responsible for evaluating companies’ stock prices, researching current market trends, and reviewing the companies’ financial information.

Looking for practical-oriented courses with placement? Dig in here:

 

Top 10 Investment Banking Courses in the USA

 

Rank #1. Investment Banking Courses in the USA

1. IIM SKILLS

IIM SKILLS is one of the prominent and renowned institutes that offers several certified master courses and one of them is the Investment Banking Course.

The investment banking course is based on the current trend of the investment banking industry and covers all the topics relevant. Classes are taken by highly qualified faculties in both theoretical and practical approaches.

 

  • Course Name – Investment Banking Course
  • Duration of Course – 3 Months | 50+ hrs of lecture | 20+ hours of doubt-solving sessions
  • Internship – 1 Month of Guaranteed Internship
  • Mode of Study – Online
  • Certification – Candidates get the MSME-recognized course completion certificate
  • Course Fees – INR 39,900 + 18% GST/-
  • Contact Information – +91 9580740740, info@iimskills.com

Investment Banking Courses in the USA Curriculum

This course includes eight modules and the initial two modules are based on Microsoft PowerPoint and Excel knowledge which is the main significant part of the course. Every Investment Banker should be a perfectionist in both tools.

Module 1 – MS PowerPoint (2 – 3 Hrs)

  • Introduction to MS PowerPoint
  • Understanding Ribbon
  • Short-cut keyboard keys
  • Learning, creating, managing & designing slides
  • Understanding animation & transition
  • Formatting through different themes & color schemes
  • Learning how to create a slide master
  • Inserting pictures & links
  • Working on illustrations & shapes
  • Building graphs, bars, charts, tables, etc

 

Module 2 – MS Excel Training Approx 7 to 8 Hours

  • Introduction to Ms. Excel
  • Understanding the Ribbons
  • Excel Keyboard Shortcut Keys
  • Formula & Regular Function
  • Conditional Formatting Rules
  • Formatting & structuring of Numbers and fonts
  • Concept of freezing cells, rows, or columns
  • Data Validation, Data Presentation,
  • Sorting & Filtration Process of Data
  • Understanding Tables, Charts & Graphs
  • Introduction to Macros
  • Sparklines & Sensitivity Analysis
  • Understanding Time Value Functions
  • Concept of Text Functions & Return Functions
  • Understanding Calculation & Referencing
  • What-if Analysis

Module 3 – Fundamentals of Finance System & Market (4 – 5 Hrs)

  • Introduction to Financial System
  • Understanding Financial Market
  • Types of Financial Market
  • Understanding Market Participants & Regulators
  • Concept of Stock Exchange
  • Introduction to Financial Centres
  • Difference between exchanged traded securities & over-the-counter
  • Introduction to Shares
  • Types of Shares
  • Understanding Depository Receipts
  • Long and Short positions
  • Concept of Short-Cell
  • Types of Bonds and their Characterises
  • Concept of Interest and Bond Price
  • Understanding Yield to Maturity
  • Introduction to Forex
  • Understanding Forex Features
  • Concepts of Quotes & Trades

Module 4 – Derivatives Market (2 – 3 Hrs)

  • Introduction to Derivatives
  • Understanding the long and short-term position
  • Concept of Forwards, Futures & Options
  • Discussion of Call & Put Options
  • Introduction to Types of Payoffs
  • Understanding the Pricing in Derivative Markets
  • Introduction to the Concepts of Swaps
  • Types of Swaps
  • Concept of Hedging & Speculation
  • Understanding the Overview of Credit Default Swaps

 

Module 5 – Technical Investment Banking (3 – 4 Hrs)

  • Introduction to Investment Banking
  • Roles of Investment Bankers
  • Type of Investment Banks
  • Difference Between Merchant Banks and Investment Banks
  • Difference Between Commercial Banks and Investment Banks
  • Introduction Buy-Side & Sell-Side of Business
  • Investment Bank vs Private Equity Firms
  • Investment Bank vs Venture Capital
  • Introduction to Mergers & Acquisitions
  • Concept of Capital Raising
  • Introduction to Joint Ventures.
  • Concept of Vertical & Horizontal Mergers
  • Understanding the Sell-Side Deal Lifecycle
  • Concept of Due-diligence
  • Introduction to Different Types of Funding Stages
  • Understanding Underwriting & Book Building Approach
  • Concept of GreenShoe Option
  • Introduction to Corporate Restructuring & Turnaround
  • Understanding Leveraged Buyout (LBO)
  • Discussion of Earnout & Tender Offer

Module 6 – Different Marketing Collaterals (6 – 8 Hrs)

  • Understanding Buyers and Investors List
  • Introduction to Non-Disclosure Agreement (NDA)
  • Concept of Pitchbook & Pitch Desk
  • Introduction to Teaser
  • Introduction to Confidential Information Memorandum (CIM)
  • Understanding the concepts of Financial Models

Module 7 – Technical Financial Modelling (8 Hrs) 

  • Introduction to Structure of Financial Models.
  • Concept of Creating Scenarios
  • Introduction of Projecting & Forecasting Financial Statements
  • Understanding Cost-Drivers for Different Types of Business
  • Building Detailed Revenue
  • Underrating best Financial Modelling Practices
  • Concept of Financial Modelling Tricks
  • Introduction to Financial Summary & Formatting Tips

Module 8 – Business Valuation (4 hours)

  • Introduction to Business Valuation
  • Understanding the Difference between GPC & GTM
  • Deal Value, Transaction Value & Offer Value
  • Introduction to Discounted Cash-Flow Valuation (DCF) Technique
  • Concept of Sensitivity Tables
  • Types of Risk Valuation Process
  • Concept of Mid-Period Valuation
  • Understanding Controlling Premium
  • Introduction to NAV Approach for Valuation
  • Understanding Pre-Money & Post-Money Valuation

 

Must have a look at the world-class:

 

Rank #2. Investment Banking Courses in the USA

2. Pace University

Pace University is the second most ranking university that offers Investment Banking Courses in the USA, New York. University offers MBA courses in investment banking to construct a strong foundation in all business disciplines and analyze complex financial problems.

The course helps to enhance the marketing skills for a great career in the Investment Banking Sector. The course is divided into three parts, The following are the details-

  • Course: Management program in Investment management.
  • Duration: One Year
  • Mode: Offline
  • Fees Structure: 3,641,680 INR/Year.
  • Contact- Office of Graduate Admission (800) 874-7223
  • Core Curriculum

This course is divided into three segments which include core topics, six elective topics out of six students have to choose any three and the third is capstone.

Core Topics:

  • Business Economics for Decision-making
  • Financial Accounting for Managers
  • Driving Marketing Performance
  • Creating Value Through Finance
  • Business Analytics and Statistics
  • Managing Operations and Projects
  • Leading and Managing Teams
  • Global Business, Ethics, and Social Responsibility

Concentration Electives

(Choose three courses from the following)

  • Portfolio Analysis and Management
  • Strategies in Investments, Options and Futures
  • Fixed Income Markets and Analytics
  • Risk Management and Capital Market
  • Behavioural Finance
  • Real Estate Finance

Capstone

  • Strategic Decisions

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Rank #3. Investment Banking Courses in the USA

3. Columbia University

Columbia University is worldwide famous for its academic values and world-class researchers. It was founded in 1754 and ranked #12 in the 2024 edition of Best Colleges. It is also ranked #7 in Best Global Universities.

It offers many graduate and master programs and one of them is The Wealth Management Program related to the Investment Banking Courses. It is a two-year online program specially designed for working professionals.

The institute provides elite faculty with deep and applied experience in their respective fields.

They provide expertise to enhance your skills in the areas of wealth management, such as investment, tax, estate, and retirement planning in conjunction with honing important client skills such as communication, psychology, decision-making, and relationship management.

The curriculum is built around problem-based learning to encourage collaboration, team-building, and critical thinking.

  • Course: The Wealth Management Program.
  • Duration: Two years
  • Mode: Online
  • Fees Structure: 2,324,689 INR per year.
  • Core curriculum

This course includes three core modules plus five elective subjects to enhance the marketing skills of the students.

Module 1-Investment Strategies

  • Introduction to Markets, Shorting, and Leverage
  • Major Asset Classes and Historical Performance
  • Measuring and Evaluating Investment Risk
  • Fixed Income I: Bonds and the Yield Curve
  • Understanding and Monitoring Corporate Leverage
  • Drivers of Interest Rates and the Fed
  • Stocks: Valuation and Investment Strategies
  • Option Basics
  • Alternative Asset Classes: Hedge Funds, Private Equity, Real Estate, and Cryptocurrencies

MODULE 2- Asset Allocation and Portfolio Management

  • Behavioural Finance and Market Efficiency
  • Practical Portfolio Construction
  • Portfolio Risk Management
  • Life Cycle Investing
  • What to Include in Your Client Portfolio
  • Wealth Management Ecosystem

MODULE 3-Trusted Client Advisory

  • Understanding Your Clients’ Needs
  • Building Trusted Client Relationships
  • Client Retention and Key Account Management
  • The Value Pyramid: Becoming a Strategic Advisor

As we discussed above, after completion of all three modules there are five elective topics for further specialization in investment banking. Out of five students have to elect any two topics based on their choice and each elective takes six weeks to complete the topic.

The Following Are the Elective Topics:

  • Corporate Governance
  • ESG Investing
  • Mergers and Acquisitions
  • Real Estate Investing Strategies
  • Value Investing

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Rank #4. Investment Banking Courses in the USA

4. Sacred Heart University

Sacred Heart University is one of the best universities of elite business schools worldwide for Investment Banking Courses in the USA. University offers a Master’s Degree in Finance and Investment. Master Program emphasis on STEM, cutting edge training in finance and investment management.

Internship placement, CFA, and FRM certification preparation are part of the master’s program.

  • Course: Masters in Finance and Investment Management
  • Duration: One Year
  • Mode: Offline
  • Fee structure: 3,117,876 INR per year.
  • Core curriculum

The duration of the course is one year and the course is divided into three parts. First is a foundation course that provides information about both accounting and information systems. This part is optional, based on students’ education and experience.

If they have a professional background, they can waive the foundation part. The second part includes ten topics and the third is an elective course which has two topics to cover.

Foundation Courses

  • Financial and managerial accounting
  • Corporate financial marketing

Core Courses

  • Quantitative Finance
  • Finance analysis and firm valuation
  • Investment management
  • Quantitative finance II
  • Derivatives and risk management
  • Fixed-income securities and markets
  • Portfolio management
  • Advance investment management
  • Financial regs. And compliance
  • Global financial markets and intuitions

Elective Courses

  • Special Topics course in Finance and Investment
  • Chartered Financial Analysts

 

Rank #5. Investment Banking Courses in the USA

5. Rutgers University

Rutgers-Newark is rated as the northeast’s fourth-best bang for the buck by Washington Monthly 2021. It is one of the oldest Universities in the US founded in 1766 and renowned for its Investment Banking Courses.

It offers both part-time and full-time courses in the Master of Financial Analysis. It is one of the best universities that offers a one-year Master’s Degree to achieve the successful career goal of a Chartered Financial Analyst. One of their STEM programs also offers 36 months of optional training in the investment banking sector.

 

  • Course: Chartered Financial Analysis Course
  • Duration: One year
  • Mode: Offline
  • Fee structure: 4,098,802 INR per year.
  • Core curriculum:

It’s a one-year course that has only a core course and no elective subjects. Following are the topics covered by this course:

  • Managerial Economic Analysis
  • Financial Management
  • Aggregate Economic Analysis
  • Investment Analysis and Management
  • Portfolio Theory
  • Derivatives
  • Analysis of Fixed Income
  • Financial Statement Analysis
  • Real Estate And alternative vestments

 

Rank #6. Investment Banking Courses in the USA

6. Hult International Business School

Hult Business School is ranked among the best business schools in the world for Master’s Degree Programs that also covers Investment Banking Courses in the USA. They offer several other courses, apart from the Investment Banking Course. The institute is focused on the practical skills to handle the corporate financial management sector.

  • Course: Masters in Finance
  • Duration: One Year
  • Mode: Offline
  • Fee Structure: 4,729,553 per year

Core curriculum:

It’s a one-year Master’s degree that includes five modules and the best part of this course is that the first module is dedicated to communication skills as they believe good communication helps to grow globally and improve leadership skills too. Following are the details of the course:

MODULE-1 (Communicating with Impact)

  • Communicating with individuals and groups
  • Presentation Skills: Story Telling
  • Presentation Skills: Pitching

MODULE-2 (Corporate Finance)

  • Cash and Capital Management
  • Optimal capital Structure
  • Public, Private, and Alternative Financing
  • Shareholding Distributions and Introduction to Valuation and M&A
  • Risk Management & Financial Distress

MODULE-3 (Financial Planning & Analysis with Excel)

  • Budgeting & Short-Term Financial Planning
  • Financial Models & Forecasting
  • Free Cash Flow Estimation
  • Capital Investment decisions
  • Risk Management

MODULE-4 (Global Financial Markets)

  • Financial Markets & Institutions
  • Debt Markets & Stock Markets
  • Banking Systems and The Role of Government
  • Foreign Exchange & International Trade
  • Financial Crises & International Relations

MODULE-5(Business Challenge: Financial)

  • Cross-Functional Strategic Decision making, Planning & Coordination
  • Analyzing Real & Simulated Business Cases
  • Team Leadership & Dynamics

 

Rank #7. Investment Banking Courses in the USA

7. Southern New Hampshire University

Southern New Hampshire University is one of the fastest-growing universities that offers over 200 programs both online and offline mode, for certificate to doctoral degrees. It was established in 1932 and also awarded for excellence in Distance Learning by the United States Distance Learning Association.

It has several master’s online courses and one of them is a Master’s in Finance. Their learning approach is based on real-world finance analysis, decision-making, and quantitative and technical skills. All instructors are finance professionals and they use the best methods of teaching.

They also provide internship and network opportunities through extensive alumni.

  • Course: Master of Science in Finance- Investments and Securities
  • Duration: One Year
  • Mode: Online
  • Fee structure: 1,882,813 INR per year
  • Core Curriculum

It’s a one-year master’s degree course that focuses on investment strategies management skills and an understanding of financial instruments. The course includes the following topics:

  • Analytical Tools in Portfolio Management
  • Options Analysis and Financial Derivatives
  • International Investment and Portfolio Management
  • Managerial Economics
  • Fiscal and Monetary Policies and Practices
  • Financial Management
  • Money and Capital Markets
  • Capital Budgeting and Financing
  • Investment Analysis and Portfolio Management
  • Financial Econometrics
  • Seminar in Finance
  • Quantitative Analysis for Decision-Making

 

Rank #8. Investment Banking Courses in the USA

8. Temple University

Temple University was founded as a night school by Russell Cornwell in 1884. It is a prominent university that offers both a bachelor’s and an advanced degree in a shorter period. It also offers offline Investment Banking Courses in the USA. The course is project-based on financial theory and technology practices, including data science for finance.

  • Course: Master of Science in Financial Analysis
  • Duration: 10 Months
  • Mode: Offline
  • Fee structure: 2,915,306 INR/ Full
  • Contact Information: 1801 N Broad Street Philadelphia, PA 19122 USA

                                      (215) 204-700001 N. Broad Street22 USA

Core Curriculum

It’s a ten-month master’s degree course that emphasizes financial theory including data science for finance and all the applications are project-based, plus students have the opportunity to do a Chartered Financial Analyst certified course during the master’s program studies. Following are the topics covered in the course:

  • Asset Valuation
  • Investment management
  • Corporate Value Management
  • Leveraged buyout and Merger & acquisition transaction Analysis
  • Risk Management
  • Data-Driven Decision-Making

 

Rank #9. Investment Banking Courses in the USA

9. University of Massachusetts Amherst

The University of Massachusetts is one of the best Universities in the USA that offers not only graduate and ungraduated degrees but also Mass 4+1 accelerated master’s programs allowing you to earn your bachelor’s degree plus your master’s degree in a combined effort.

  • Course: MBA in Finance, Masters in finance, MBA/MF Dual degree (STEM OPT)
  • Duration: Two Years
  • Mode: Offline
  • Fee Structure: 1,747,533 INR Per year
  • Core curriculum

This university provides three types of programs for finance, an MBA in Finance, is Master’s in Finance and a third program is dual degree program that consists of both an MBA/MF that is classified as STEM OPT. STEM OPT means students can extend their time in the USA for work experience and Curriculum Practical Training allows them paid internships.

 

Rank #10. Investment Banking Courses in the USA

10. University of Wisconsin Madison

The next eminent University for Investment Banking Courses is Wisconsin Madison which was founded in 1848. It is Among the world’s leading universities that believe in inclusivity and a close connection with society’s welfare.

It offers several programs and one of the best courses is Masters in Finance, Investment, and Banking.

Course study is based on the analysis of the US financial system, its responsiveness to and impact on economic activity and policy, its procedures for assessing and pricing risks on various financial instruments, and its role in the allocation of funds to different sectors in the economy.

The university provides internship facilities and a recruitment process for its students.

  • Course: Master in Finance, Investment, and banking
  • Duration: 2 years
  • Mode: Offline
  • Fee structure: 2,127,381 INR per year

Core Curriculum

The curriculum of the degree prepares students for corporate finance, the investment and security industry, and the management of financial institutions. It includes the following topics and concepts:

  • Financial Markets
  • Investment Analysis Valuation
  • Financial Modelling
  • Trading Risks and Returns
  • Data-Driven Decision-Making
  • Financing and Governance Policies
  • Corporate Restructuring and Forecasting
  • Capital Structure
  • Analytics, Accounting, Financial Planning and Technology
  • History of Finance
  • The Impact of finance on business, society, and sustainability

 

Benefits of Studying in the USA

Studying Investment Banking Courses has many advantages-

Knowledge Enhancement- Outside exposure is always fruitful to enhance your knowledge as it helps to understand different perspectives, cultures, skills, and communication of other countries.

High-Quality Education- Studying abroad is a better opportunity to widen your education horizon. Countries such as the USA, UK, Germany, and Australia are the world’s best countries to provide the best education.

Global Job Opportunities- Studying abroad has a significant and long-term impact on your career. Global exposure opens the door of the world to better job opportunities.

Strengthen Network- In today’s world, along with study, the wide relationship also plays an important role in surviving in the corporate world. If you are keen to climb the ladder of corporate, you need a strong friend’s network.

Better exposure in terms of Corporate Clients- Abroad exposure helps to increase the diameter of your clients’ circle in both the aspects of investors and capital providers. Broader exposure helps to raise your knowledge by discussing your agendas, problems, and innovative ideas to grow in the market.

Differential Profile- – Living in one place keeps your resources limited, on the contrary, outside exposure makes your resources broad and in today’s Era, it is very much required to survive in the world.

Develop Self-Reliance- When we explore the world we meet with different people with different cultures, we face several challenges of life, and we learn both positive and negative aspects of life that boost our confidence and it is very beneficial for personal and professional growth.

Frequently Ask Questions:

1.     Is investment banking a good career in India?

Finance plays a vital role for any organisation and a finance advisor is the basic need of an organisation whether it is government or private. Therefore, it is an ideal career in India and other countries.

2.     What is the average salary for Investment bankers?

Though it varies, sometimes it depends on experience and organization. However, in India, the average salary is ₹ 12 to 15 Lakh per year, and in the U.S. USD 113,000.

3.     Is Math subject required for Finance Courses?

Although math subject is not mandatory you should be able to perform quick mathematical calculations and have knowledge about statistics terms like mean, mode, median, etc.

4.     Who are the largest Investment banks in the world?

  • Goldman Sachs
  • JP Morgans Chase
  • Bank Of America
  • Morgan Stanley
  • Citigroup Inc.

Conclusion

Investment banking is a demanding and challenging job that needs a robust education foundation in the commerce field. This profile requires critical and innovative thinkers and those who know how to build a good relationship in the market. No doubt it is a stressful job with long working hours but the quotient in terms of earnings is high.

After graduation, students can choose a career in Investment Banking and for that, they need a master’s degree in Investment Banking. In the market, there are many courses available but the USA is the best for such courses. In the USA many top institutes provide both online and offline courses for Investment Banking.

These courses are really helpful for a successful career in the investment banking field. India has also enormous options to do such certified courses both online and offline. The most renowned online institutes are IIM Skills, Udemy and in offline there are many options available in the entire India.

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