Certified Investment Analysis Program
Master financial modeling, valuation techniques, and portfolio optimization used by top investment banks and private equity firms.
Programme Overview
This programme equips you with the analytical tools and frameworks used by leading financial institutions to evaluate investment opportunities, build financial models, and make data-driven investment decisions. You will learn from practitioners who have worked at top-tier investment banks and private equity firms.
What You'll Learn
Build sophisticated financial models from scratch using Excel and Python
Value companies using DCF, comparable company analysis, and precedent transactions
Analyse investment opportunities across asset classes including equities, fixed income, and alternatives
Construct and optimise investment portfolios using modern portfolio theory
Present investment recommendations to senior stakeholders with confidence
Programme Curriculum
Module 1: Financial Statement Analysis
- •Reading and interpreting financial statements
- •Key financial ratios and metrics
- •Quality of earnings analysis
Module 2: Valuation Fundamentals
- •DCF modeling
- •Comparable company analysis
- •Precedent transaction analysis
- •LBO modeling
Module 3: Portfolio Management
- •Modern portfolio theory
- •Asset allocation
- •Risk management
- •Performance measurement
Module 4: Investment Research
- •Equity research process
- •Credit analysis
- •Alternative investments
- •ESG integration
Who Should Attend
- •Finance professionals seeking to move into investment analysis roles
- •Corporate finance analysts looking to enhance their valuation skills
- •Entrepreneurs and business owners evaluating investment opportunities
- •Recent graduates targeting careers in investment banking or asset management
Requirements
Basic understanding of accounting principles and financial statements. Familiarity with Excel is recommended but not required.