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
    Lessons
  • 17
    Exams &
    Assignments
  • 9
    Hours
    average time
  • 0.9
    CEUs
 
 

Course Description

In this course, we're going to review all the mysteries around investment banking leaving no stone unturned. The idea of a bank may seem fairly generic, but an investment bank performs some very specific functions. In fact, it does two things very well: they act as advisors to companies and they act as the liaison between the investor and corporation. They are able to advise on many different topics, such as mergers and acquisitions, restructuring, and many other moves that a large company might make. Each bank is different, but the vast majority offer these two services.

In this course, every aspect of an investment bank will be discussed in detail to give you a headstart and a leg up when it comes to understanding the industry. While investment banking may seem like a dense and daunting subject, it can be boiled down to some key topics in finance. We will also discuss history, obstacles, tactics, and many other aspects of investment banking in order to give you a well-rounded context.

It may be more crucial to be financially savvy now than ever before. With the world reeling after past financial crises and the boom of meme stocks and now new challenges on the horizon, education is the best option to keep your head above water when it comes to the economy. Understanding investment banking can help you to make more informed, wise decisions when it comes to your money and the money of those around you, be it your business, your place of employment, or something else entirely. We are here to provide you with the tools to succeed when navigating the world of investment banking. All you must do is use them.

  • 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:
5.0 / 5 Stars (Average Rating)
"Extraordinarily Helpful"
(17 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: Investing Guide; A Brief History of Investment Banking; Equity Financing; Standardization of Investment Banking; Debt Security; Dodd-Frank Act; The Rise of Investment Banking; What Was the Glass-Steagall Act? 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: What is CORNERING THE MARKET?; The Panic of 1907; Data Protection Requirements of the Gramm-Leach-Bliley Act in ; Subprime Mortgage; What is the purpose of the Federal Reserve System? 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

The investment banking industry, like most other financial industries, 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: The AI revolution comes to investment banking; Investment Banking current and future challenges and changes; What are all the challenges investment bankers face? 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: What Is an Investment Banker's Role in the Stock Market?; The Roles of Investment Banks; What Do Investment Banking Clients Really Want? 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 Cash Flow Analysis

Within the world of finance, a discounted cash flow (or, 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: Guide to the Discounted Cash Flow DCF Formula; Discounted Cash Flow Analysis; 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: Reading a Financial Report; Cash Flow Statement; 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: What Is the Stock Market and How Does It Work?; Bull Vs. Bear Market; 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
220
Total Course Points
 

Additional Course Information

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Course Title: Investing 301: Investment Banking
Course Number: 9770581
Lessons Rating: 5.0 / 5 Stars (17 votes)
Languages: English - United States, Canada and other English speaking countries
Last Updated: July 2021
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: $75.00 U.S. dollars

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