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International Finance Institute 
The Global Leader in Finance and Investment Banking Training 
Information Memorandum
TABLE OF CONTENTS 
1. OVERVIEW 
A. WHY YOU SHOULD CHOOSE US? 3 
B. THE MANY ADVANTAGES OF IFI’S LIVE TRAINING 4 
C. WHAT Y...
1. OVERVIEW 
With 13 training locations in major cities world-wide, the International Finance Institute is a 
global leade...
THE MANY ADVANTAGES OF IFI’S LIVE TRAINING 
1. Live classroom sessions provide the focused interaction with your instructo...
MANY FIRMS REQUEST RESUMES FROM OUR GRADUATES 
Our concentrated 30-hour course provides you with an unrivaled fast track t...
2. SYLLABUS 
WEEK 1 
DAY 1 - SESSION 1 
ORIENTATION AND FINANCIAL STATEMENT ANALYSIS 
1. Course Overview and Banker Introd...
4. Historical Transaction Analysis (Valuation Method 2) 
a. How to Select Comparable Companies 
b. Spreading Comparables 
...
WEEK 2 
DAY 3 – SESSION 5&6 
LEVERAGED BUY-OUT (LBO) MODELING 
1. Understanding Leveraged Buyouts (LBO) 
2. Discussion of ...
2. Construction of an M&A Model 
a. Preparation of Key Acquisition Data 
b. Valuation of Target Company 
c. Building Fundi...
3. AFFILIATIONS 
International Finance Institute (IFI) 
is registered with CFA Institute as 
an Approved Provider of 
cont...
INTERNATIONAL FINANCE INSTITUTE 
WORLDWIDE LOCATIONS 
© 2014 International finance institute. All rights reserved.
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Investment Banking Training Course | International Finance Institute

Since 2005, the International Finance Institute has delivered high quality investment banking, financial modeling, and corporate valuation training to both current finance professionals and all individuals seeking to enter the finance industry. As the Global Leader in Finance and Investment Banking Training, no other firm has trained more current Analysts in more international cities.

Advance your professional career in finance with live hands-on investment banking classes at the International Finance Institute. Our accredited international banking school offers convenient global locations to hone your skills in investment banking. Join our seasoned experts for quality investment banking training in financial modeling, corporate valuation, Mergers And acquisitions (M&A), Leveraged Buy-Outs (LBO) and more.

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Investment Banking Training Course | International Finance Institute

  1. 1. International Finance Institute The Global Leader in Finance and Investment Banking Training Information Memorandum
  2. 2. TABLE OF CONTENTS 1. OVERVIEW A. WHY YOU SHOULD CHOOSE US? 3 B. THE MANY ADVANTAGES OF IFI’S LIVE TRAINING 4 C. WHAT YOU RECIEVE WHEN YOU TRAIN WITH US 4 D. MANY FIRMS REQUEST RESUMES FROM OUR GRADUATES 5 E. INTERNATIONAL FINANCE INSTITUTE SUCCESS STORIES 5 2. SYLLABUS 6 3. AFFILIATIONS 10 4. LOCATIONS 11 International Finance Institute www.financeinstitute.com © 2014 International finance institute. All rights reserved.
  3. 3. 1. OVERVIEW With 13 training locations in major cities world-wide, the International Finance Institute is a global leader in teaching Financial Modeling and Corporate Valuation. We help our trainees advance their careers in finance with live, hands-on finance and investment banking classes. We teach the practical skills required for a successful career in:  Investment Banking  Private Equity  Hedge Funds  Corporate Finance Departments  Venture Capital  Equity Research  Asset Management  Wealth Management Our comprehensive 3-week training program covers all the necessary skills a candidate needs before being considered by employers for various roles in the Finance Industry:  Financial Modeling  Corporate Valuations  Mergers and Acquisitions (M&A)  Leveraged Buyouts (LBO)  Distressed Securities Analysis  Capital Restructuring  The Pitch Process  Raising Venture Capital  Initial Public Offerings (IPO)  Buy-Side & Sell-Side Advisory WHY YOU SHOULD CHOOSE US:  Live, hands-on classroom training in corporate valuation and financial modeling by instructors who are highly experienced investment banking professionals.  We conduct training sessions in major cities worldwide. So one of our training centers is very likely convenient to you.  Skills you can apply immediately, so you’ll be seen as a highly employable, valuable asset in the investment banking industry.  Expert help landing your desired position and exclusive access to coveted active job openings in finance.  Concentrated 30-hour course — featuring live, hands-on classroom training in corporate valuation and financial modeling by instructors who are highly experienced investment banking professionals © 2014 International finance institute. All rights reserved.
  4. 4. THE MANY ADVANTAGES OF IFI’S LIVE TRAINING 1. Live classroom sessions provide the focused interaction with your instructor that simply isn’t possible in an online environment. 2. Our students learn the most current methods in the banking industry, taught with examples from the real-world experience of our bankers. 3. Valuation and financial modeling training taught by professionals with billions of dollars’ worth of transaction experience. 4. Our classes are limited to 18 students, so our instructors can give you the personal attention you need to optimize your learning. 5. Since many of our students already work in investment banking and other areas of finance, you can network to build relationships. Some of our students even land their first job in finance before they finish our course. 6. You are invited to ask questions and can be assured that they will be answered thoroughly. Since the subjects are complex, follow-up questions are also welcomed. 7. You will receive job guidance and placement assistance by experts who will show you how to present your skills on your resume, master interview techniques, select the most appropriate firms to apply to among hundreds of midsize banks, PE firms, boutiques and equity research firms, and know exactly how to add value from day one to the firm that hires you. 8. Lifetime guarantee. You can retake any of our courses at any time, in any of our worldwide locations, at no additional charge. This will allow you to deepen your understanding of any subject or refresh your knowledge of it to keep your skills up to date. WHEN YOU TRAIN WITH US, YOU RECEIVE THE FOLLOWING:  30 hours of personalized training in financial modeling taught by senior banking professionals. Our unrivaled intensive training program is made up of 12 sessions that are each 2.5 hours long and presented over a 3-week period.  Electronically delivered course materials and access to our online content.  Excel model templates, which can be reused and modified.  Access to our rolodex of finance professionals worldwide.  All prerequisite materials for each course, emailed to you in advance.  Personal career advice, including assistance with your resume and interview skills, as well as assistance with professional contacts. © 2014 International finance institute. All rights reserved.
  5. 5. MANY FIRMS REQUEST RESUMES FROM OUR GRADUATES Our concentrated 30-hour course provides you with an unrivaled fast track to the career you want in investment banking or a convenient way to advance your existing career. We have ongoing relationships with many investment banks, private equity firms, and hedge funds. In fact, they regularly retain us to train their employees. As a result, they often provide us with exclusive openings and enquire about the resumes of our graduates. So you’ll have an inside track to your first position in the finance industry. INTERNATIONAL FINANCE INSTITUTE SUCCESS STORIES Jonathan D. New York “The IFI course provides practical insights into implementing various valuation models. Not only am I now more confident building financial models, I can now better understand financial transactions and work faster in Excel.” Tanya Y. London “After completing my MBA, I felt there were gaps in my technical ability. IFI made the difference for me by enhancing my technical skills and helping me find a new position as an Associate. Thank you” William C. Singapore “This program is tailor-made for anyone looking to get a head start in investment banking. The instructor is simply one of the best I have ever had and we continue to keep in touch. I highly recommend it.” © 2014 International finance institute. All rights reserved.
  6. 6. 2. SYLLABUS WEEK 1 DAY 1 - SESSION 1 ORIENTATION AND FINANCIAL STATEMENT ANALYSIS 1. Course Overview and Banker Introduction 2. Discussion of Student Background and Expectations 3. Investment Banking and Corporate Finance Introduction a. Definition and Roles in Finance and Investment Banking b. Overview of Private Equity, Hedge Funds and Venture Capital Firms c. Definition of an Investment Bank d. Investment Banking Industry Overview e. Career Paths at an Investment Bank f. The Pitch Process g. Buy Side vs. Sell Side of a Transaction h. Initial Public Offerings i. Expectations of an Investment Banking Employee 4. Overview of Financial Accounting (Balance Sheet, Cash Flow, Income Statement) 5. Understanding the SEC 10-K and 10-Q reports (Includingadditional local reporting requirementsoutside the USA) 6. Financial Statement Analysis a. Ratios and Growth Rate Analysis b. Normalizing Adjustments DAY 1 - SESSION 2 COMPLETE VALUATION ANALYSIS: MARKET APPROACH 1. Introduction to Corporate Valuation 2. Understanding Enterprise Value and Equity Value 3. Comparable Company Analysis (Valuation Method 1) a. How to Select Comparable Companies b. Spreading Comparables c. Analyzing Valuation Multiples d. Determining Corporate Value © 2014 International finance institute. All rights reserved.
  7. 7. 4. Historical Transaction Analysis (Valuation Method 2) a. How to Select Comparable Companies b. Spreading Comparables c. Determining Corporate Value DAY 2 - SESSON 3 COMPLETE VALUATION ANALYSIS - INCOME APPROACH 1. Discounted Cash Flow Analysis (DCF) (Valuation Method 3) 2. The Forecast Period & Forecasting Revenue Growth 3. Forecasting Free Cash Flows 4. Calculating The Discount Rate 5. Determining Fair Value 6. Pros & Cons Of DCF 7. Determining Corporate Value DAY 2 - SESSION 4 CONSTRUCTION OF AN INTEGRATED CASH FLOW MODEL 1. Introduction to Cash Flow Modeling a. Financial Modeling Best Practices b. Setting up a Financial Model c. Selecting Assumptions and Drivers d. Linking the 3 Financial Statements 2. Setting up the Model for Historic and 5-Year Projections 3. Projecting the Financial Statements (Balance Sheet, Cash Flow, Income Statement) a. Modeling Debt and Revolvers b. Debt and Interest Schedule c. Industry Accepted Assumptions (COGS, EBITDA, Working Capital and Capital Expenditures) d. Measurement of Sensitivity 4. Analyzing, Concluding and Testing the Model © 2014 International finance institute. All rights reserved.
  8. 8. WEEK 2 DAY 3 – SESSION 5&6 LEVERAGED BUY-OUT (LBO) MODELING 1. Understanding Leveraged Buyouts (LBO) 2. Discussion of Returns Analysis a. Internal Rate of Return (IRR) b. Cash Return 3. How Leverage is Used to Generate Returns 4. Primary Sources of LBO Financing 5. Construction of an LBO Model a. Historical and Projected Income Statement through EBIT b. Input Opening Balance Sheet and Project Balance Sheet c. Debt and Interest Schedules DAY 4 – SESSION 7&8 LEVERAGED BUY-OUT (LBO) MODELING (Cont.) d. Complete Pro Forma Income Statement Balance Sheet and Cash flow Statements e. How to Calculate Goodwill f. Modeling LBO Financial Structure g. Perform Returns Analysis h. How to Determine Valuation i. Analyzing and Testing the LBO Model 6. Strategies for Exit and Monetization 7. Determining Initial Public Offering (IPO)Valuation WEEK 3 DAY 5 – SESSION 9&10 MERGER AND ACQUISITION (M&A) MODELING 1. Introduction to Mergers and Acquisitions a. M&A Market Overview b. Various M&A Approaches c. The Sale Process in Detail © 2014 International finance institute. All rights reserved.
  9. 9. 2. Construction of an M&A Model a. Preparation of Key Acquisition Data b. Valuation of Target Company c. Building Funding Structure d. Modeling Acquisition Adjustments e. Calculating Accretion / Dilution Effects f. Significance of Relative P/Es DAY 6 – SESSION 11&12 MERGERS AND ACQUISITIONS (M&A) MODELING (Cont.) g. Determining Contribution Analysis h. Calculating Leverage Ratios i. Pro Forma Balance Sheet j. Measurement of Sensitivity k. Post-Merger Adjustment and Liabilities l. Accounting Implications and Issues 3. Analyzing, Concluding and Testing the M&A Model COURSE CONCLUSIUON 1. Reflections on IFI Training Course 2. Q&A with IFI Instructor 3. Discussion of what IB Firms Look for in Potential Candidates 4. Mock Interview Session with Seasoned Investment Banker 5. Incorporation of New Skills into CV/Resume 6. Distribution of Course Take-Home Materials 7. Completion of Course Evaluation Form © 2014 International finance institute. All rights reserved.
  10. 10. 3. AFFILIATIONS International Finance Institute (IFI) is registered with CFA Institute as an Approved Provider of continuing education programs for CFA Institute members. As a participant in the CFA Institute Approved-Provider Program, International Finance Institute (IFI) has determined that this program qualifies for 30 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool. International Finance Institute (IFI) is an approved Continuing Education Provider by the Certified Financial Planner Board of Standards Inc. (CFP Board). IFI’s Financial Modeling and Corporate Valuation continuing education (CE) training program has been submitted to and accepted by CFP Board, granting you a total of 28 CE credit hours. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The recommended CPE credit to be awarded for the program is 36 CPE in Accounting, Finance, Personal Development and Specialized Knowledge and Application. International Finance Institute (IFI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org © 2014 International finance institute. All rights reserved.
  11. 11. INTERNATIONAL FINANCE INSTITUTE WORLDWIDE LOCATIONS © 2014 International finance institute. All rights reserved.

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