Online Class: Investing 301 — Investment Banking

In this investment banking course, we're going to review all the mysteries around investment banking and how this knowledge can help you with your investing strategies.

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  • 15
  • 17
    Exams &
  • 161
    have taken this course
  • 9
    average time
  • 0.9

Course Description

Deciphering the Enigma: The World of Investment Banking

Embark on a captivating journey through the intricate web of investment banking, as we illuminate the shadowy corners and demystify its arcane processes. While the term "bank" might evoke images of a standard financial institution, an investment bank stands apart, playing dual roles of both the master strategist advising corporations and the conduit linking eager investors to corporate aspirations.

This course promises not just a deep dive into the nuances of investment banking, but an exploration into its very soul. Delve into the art and science of mergers and acquisitions, the strategies behind restructuring, and the myriad bold moves that propel companies to global prominence. Remember, each investment bank, like a character in an epic tale, has its unique flavor, ethos, and strengths, but the core tenets remain universal.

As we traverse this enlightening path, we'll recount tales from history, tackle challenges head-on, strategize using time-tested tactics, and paint a holistic picture of the industry's vast landscape. Investment banking, though seemingly an enigmatic fortress, can be deciphered into fundamental financial tenets, and we'll guide you every step of the way.

In today's rapidly evolving economic landscape, brimming with unprecedented challenges and opportunities, financial acumen isn't just an asset; it's a necessity. From navigating the aftermath of global financial upheavals to riding the wave of meme stock surges, the informed individual stands tall, unswayed by the tumultuous ebb and flow of global economies.

Embracing this knowledge arms you with the foresight to shape your financial destiny, influence corporate trajectories, and elevate those in your professional and personal circles. Whether you're steering a business, charting a career path, or simply looking to be a beacon in financial discussions, this course is your compass.

We're not just imparting knowledge; we're crafting financial wizards. Equip yourself with this invaluable toolkit, and the world of investment banking will no longer be a maze, but a playground awaiting your mastery. Your journey to becoming an informed financial maven begins here. All you need to do is take that first step.

  • Completely Online
  • Self-Paced
  • 6 Months to Complete
  • 24/7 Availability
  • Start Anytime
  • PC & Mac Compatible
  • Android & iOS Friendly
  • Accredited CEUs
Universal Class is an IACET Accredited Provider

Course Lessons

Average Lesson Rating:
4.9 / 5 Stars (Average Rating)
"Extraordinarily Helpful"
(46 votes)

Lesson 1: An Overview of Investment Banking

There are a lot of myths and misinformation surrounding the world of investment banking, so education is an important step to understanding the scope of the world of investment banking. Additional lesson topics: The Basics of Underwriting; What is Investment Banking? 11 Total Points
  • Complete Assignment: An Introduction
  • Assessment: Lesson 1 Exam

Lesson 2: Early Origins and History of Investment Banking

The concept of investment banking has its roots deep in time. With the rise of business came the rise of investment banking. Additional lesson topics: The Rise of Investment Banking; Equity Financing; Standardization of Investment Banking; Investing Guide; What Was the Glass-Steagall Act?; Dodd-Frank Act; Debt Security; A Brief History of Investment Banking 10 Total Points
  • Assessment: Lesson 2 Exam

Lesson 3: Some Examples of the Biggest Debacles in Investment Banking History

The history of investment banking was covered in a previous lesson. However, there are a few key moments within this rich history that deserve to be honed in and focused on. Additional lesson topics: The Panic of 1907; Data Protection Requirements of the Gramm-Leach-Bliley Act in ; What is CORNERING THE MARKET?; What is the purpose of the Federal Reserve System?; Subprime Mortgage 9 Total Points
  • Assessment: Lesson 3 Exam

Lesson 4: The Structure of an Investment Bank

While some large investment banks may dabble with deposits and lending, their primary aim is still that capital. Moreover, they typically only take part in these large investment banks via specific divisions designed to serve customers. Additional lesson topics: Typical Hierarchy of Investment Banks; Guide to Managing Conflicts of Interest in Investment Banking 10 Total Points
  • Assessment: Lesson 4 Exam

Lesson 5: Competitive Challenges of Investment Banks - Part I

Like most other financial industries, the investment banking industry has had to rethink and regroup in order to overcome obstacles since the recent international economic crisis took hold of the world. Additional lesson topics: Investment Banking current and future challenges and changes; What are all the challenges investment bankers face?; The AI revolution comes to investment banking 10 Total Points
  • Assessment: Lesson 5 Exam

Lesson 6: Competitive Challenges of Investment Banks - Part II

Because the market that investment banks reside in is inherently full of tumultuous times and risk, many of the challenges involve adaptation in many different forms. Additional lesson topics: The Roles of Investment Banks; What Do Investment Banking Clients Really Want?; What Is an Investment Banker's Role in the Stock Market? 10 Total Points
  • Assessment: Lesson 6 Exam

Lesson 7: Competitive Challenges of Investment Banks - Part III

Another key challenge facing investment banks is the continuous need to reduce costs, especially as the markets fluctuate. Additional lesson topics: Financial Technology; Mastering the investment research process 10 Total Points
  • Assessment: Lesson 7 Exam

Lesson 8: How Investment Bankers Sell Companies

The selling of a business requires time and effort not only on the part of the investment banker but also by the owner of said business, their management team, and the entire staff within the company. Additional lesson topics: Hire an Investment Banker when Selling Your Business; Stages of Selling A Company 10 Total Points
  • Assessment: Lesson 8 Exam

Lesson 9: How Investment Banking is Used in Mergers and Acquisitions

As pressures to remain competitive in a constantly evolving market increase, businesses are becoming more and more interested in engaging with the idea of mergers and acquisitions, or the consolidation of companies. Additional lesson topics: What investment bankers do in mergers; Mergers and Acquisitions M and A 10 Total Points
  • Assessment: Lesson 9 Exam

Lesson 10: Applying Investment Banking to Fixed Income

Fixed income is an umbrella term for any kind of investing where the borrower is obligated to make payments based on a predetermined fixed amount on some kind of fixed schedule, hence the term "fixed income." Additional lesson topics: Fixed Income Trading; Fixed Income Types 10 Total Points
  • Assessment: Lesson 10 Exam

Lesson 11: How Investment Banking is Used in Leveraged Buyouts

A leveraged buyout, sometimes called an "LBO," is a transaction within the financial industry where one company is bought with a combination of debt as well as equity. Additional lesson topics: Leveraged Buyouts; Debt vs Equity Financing 10 Total Points
  • Assessment: Lesson 11 Exam

Lesson 12: Doing a Discounted Free Cashflow Analysis

Within the world of finance, a discounted cashflow (DCF) and the analysis thereof is a way for investors to place value on a company, project, or individual asset using a specific formula. Additional lesson topics: Discounted Cash Flow Analysis; Guide to the Discounted Cash Flow DCF Formula; What Is a Discounted Cash Flow DCF ? 10 Total Points
  • Assessment: Lesson 12 Exam

Lesson 13: Making Sense of Financial Statements

A financial statement can pose an interesting challenge to any one of its readers or analysts. In order to glean anything from the four sections within a financial statement, a reader has to be aware of what they are looking for and how to use it. Additional lesson topics: Cash Flow Statement; Reading a Financial Report; Making Sense of Financial Statements 10 Total Points
  • Assessment: Lesson 13 Exam

Lesson 14: Understanding Stocks

While there are more details and subtopics than could possibly be covered in a multitude of lessons, let alone a single one, this lesson will give a brief overview about stocks and the market they reside within. Additional lesson topics: Bull Vs. Bear Market; What Is the Stock Market and How Does It Work?; Stock Market Basics 10 Total Points
  • Assessment: Lesson 14 Exam

Lesson 15: Looking to the Future of Investment Banking

The changes since the most recent recession are only the beginning of the fluctuations in the financial services industry, at least according to experts. In order to maintain success within this constantly changing industry, banks will have to constantly adapt. Additional lesson topics: Investment Banking Interview Questions 80 Total Points
  • Lesson discussions: End of Course Poll; Program Evaluation Follow-up Survey (End of Course); Course Comments
  • Assessment: Lesson 15 Exam
  • Assessment: The Final Exam
Total Course Points

Additional Course Information

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Course Title: Investing 301: Investment Banking
Course Number: 9770581
Lessons Rating: 4.9 / 5 Stars (46 votes)
Languages: English - United States, Canada and other English speaking countries
Availability: This course is online and available in all 50 states including: California, Florida, Georgia, Illinois, New York, Pennsylvania, Ohio, Texas, and Washington.
Last Updated: September 2023
Course Type: Self-Paced, Online Class
CEU Value: 0.9 IACET CEUs (Continuing Education Units)
CE Accreditation: Universal Class, Inc. has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).
Grading Policy: Earn a final grade of 70% or higher to receive an online/downloadable CEU Certification documenting CEUs earned.
Assessment Method: Lesson assignments and review exams
Instructor: UniversalClass Instructional Team
Syllabus: View Syllabus
Course Fee: $120.00 U.S. dollars

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