FREE COURSE

Investment Banking Fundamentals Course 

This complimentary course teaches key math, accounting, analysis and Microsoft Excel competencies needed for investment banking careers. The Investment Banking Fundamentals course draws in core modules from our wider course catalogue to get you started on the road towards a career in finance. 

This course serves as an introduction to some of the most fundamental skills, concepts and operations you’ll need going into a role in investment banking. Enroll for free and start working towards an investment banking career. 

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Overview

This complimentary course teaches key financial mathematics, accounting, analysis and Microsoft Excel competencies needed for investment banking careers. The Investment Banking Fundamentals course draws in core modules from our wider course catalogue to get you started on the road towards a career in finance.

Through real-world financial modelling and practical hands-on exercises, you’ll gain skills across core banking tasks like financial modelling, valuation, analysis, and projections 

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Course
Highlights

  • Excel Skills for Finance: Formulas, Functions, Shortcuts, Modelling 
  • Core Math Concepts: Time Value of Money, NPV, IRR 
  • Accounting Foundations: Financial Statements, Ratios, Performance 
  • Investment Analysis Methods: Revenue Drivers, Sensitivity Analysis 
  • Logical and Structured Problem-Solving 
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Course modules

Beyond the Basics

Our investment banking courses are designed to provide you with the practical knowledge and skills that you need to become a successful investment banker. You will learn from experienced instructors who have worked in top banks around the world. You will also get access to real-world case studies, exercises, and projects that will help you apply what you learn.
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Meet the Instructors

Course Conveyer
Greg Mayes, qualified accountant and CFA® Charterholder with 30 years in financial services

Greg Mayes

Qualified Accountant and CFA® Charterholder
Course Conveyer
Mark Woolhouse Co-founder of CCT with 30+ years banking and years in financial services.

Mark Woolhouse

Qualified Accountant and CFA® Charterholder

Meet the Instructors

Course Conveyer
Greg Mayes, qualified accountant and CFA® Charterholder with 30 years in financial services

Greg Mayes

Qualified Accountant and CFA® Charterholder
Course Conveyer
Mark Woolhouse Co-founder of CCT with 30+ years banking and years in financial services.

Mark Woolhouse

Qualified Accountant and CFA® Charterholder

Frequently asked questions

Are these courses suitable for beginners? 

We offer courses for both beginners and advanced professionals.

What are the requirements to take the courses? 

Requires PC/Mac, and a stable internet connection.

Can I download the Excel files and templates?

Yes! All necessary files and templates are available for download within each module, we also have embedded workbooks for you to have a go at!

How do I earn my certificates? 

This course does not have any certification, only the full paid courses have a certificate.

Can I email the instructor if I have questions?

Email assistance provided for support inquiries, we also have an integrated chat function so you can ask within the platform. You can either email or ask via the contact us form, and one of our team will get back to you as soon as possible!

More Questions? 

Get in touch with us at [email protected]
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