Investment Banking Foundations Corporate Training
Learn, develop, and build investment banking skill: valuation, deal mechanics, and capital markets for your team.
Give your enterprise teams the investment banking capability that wins mandates and executes deals. Edstellar, a corporate training company, delivers this program as practitioner-led corporate training where your team builds valuation models, structures deal narratives, and runs live deal simulations in guided labs, tailored to your deal types, clients, and growth goals.
Instructor-led group trainingVirtual / on-site / off-site10 languagesDelivered inEnglish, Spanish, Mandarin, German, Arabic, Portuguese, Hindi, French, Japanese, Italian100+ countriesWe have delivered inUnited States, United Kingdom, India, Canada, Germany, France, Netherlands, UAE, Saudi Arabia, Singapore, Australia, Japan, Brazil, South Africa and 90+ more countries
How we build a deal-ready team
The Edstellar INVESTMENT BANKING Capability Model
Diagnose deal readiness
Pre-program checks map your team's valuation, modeling, and deal skills against real mandates.
Standardize the toolkit
Align model structure, valuation methods, and deal documents to one house standard.
Practice in guided labs
Hands-on labs build comps, DCF, and pitch materials with instructor coaching.
Measure modeling quality
Track model accuracy, valuation rigor, and deal narrative quality gains.
Scale across the team
Roll out proven valuation and execution patterns across sectors and products.
Need more than one program?Get a group quote
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Program Overview: What is Investment Banking Foundations Corporate Training?
Investment Banking Foundations Corporate Training builds the core toolkit of analysts, associates, and finance professionals moving into deal work. The program covers the investment banking landscape, financial statement analysis, and capital markets essentials. Learners work through valuation using market multiples and DCF fundamentals, plus Excel modeling built for bankers.
The training is structured as a sequence of instructor-led deal workshops with guided Excel and valuation labs at every step. Participants build models, run comparable company analysis, and assemble pitch materials with direct coaching from experienced bankers. Instructors review each learner's models and deal logic, giving detailed feedback on accuracy and presentation. The program closes with a live deal simulation capstone where teams value a target, structure a pitch, and defend their recommendation.
Teams lose deals and credibility when bankers cannot model cleanly, value rigorously, or communicate a clear investment thesis. Sloppy spreadsheets, weak comparables, and unfocused pitches slow mandates and erode client trust. This program teaches participants to build defensible models, run disciplined valuation, and structure pitches that stand up to scrutiny.
By the end of the program, each team walks out with a fully worked live deal simulation: a modeled target with comparable company and DCF valuation, a structured pitch book, and a defended investment recommendation presented to the instructor panel. That package becomes a reference standard participants can reuse on real mandates, from screening a target to framing the pitch. It is the difference between knowing valuation theory and having produced a deal-grade deliverable under time pressure.
Upskill investment banking, corporate finance, and capital markets employees together, or Reskill teams moving into deal roles. Shared labs build Collaboration and Teamwork between bankers, analysts, and finance partners, so valuation, diligence, and deal execution move through one coordinated workflow.
What's Included in this Workshop for Your Enterprise Teams
- 1
Deal economics deep dive
Map bank revenue, fees, and league table drivers.
- 2
Valuation labs
Build comps, precedent deals, and DCF models.
- 3
Excel modeling practice
Structure clean, auditable deal models.
- 4
Pitch book practice
Craft deal narratives and investment theses.
- 5
Capstone deal simulation
Pitch a live deal to a mock investment committee.
- Instructor-led (hybrid/onsite/live virtual)
- Guided labs in every module with instructor coaching
- Capstone live deal simulation with a mock investment committee
- Flexible scheduling around your calendar
- Model templates and pitch frameworks for every cohort
- Post-training support for modeling and valuation questions
Build your team's skills. Anywhere in the world.
Real-world use cases
from day one
Instructor-led training
for your teams
Delivered globally
in 100+ countries
Enterprise Training Solutions Customized for Your Company
One partner for instructor-led corporate training, delivered the way your teams work.
Request a Training Quote- Customized Training Delivery
- Scale Your Training: Small to Large Teams
- In-person Onsite, Live Virtual or Hybrid Training Modes
- Plan from 2000+ Industry-ready Training Programs
- Hands-On Labs on Live Infrastructure, Led by Industry Experts
Investment Banking Foundations Course Topics and Program Outline
Eight instructor-led modules move your team from deal economics to a live capstone pitch, with guided labs in every session.
Built by Edstellar with investment banking expertise
Built by practitioners who have executed M&A and capital markets deals at investment banks, shaped around your stack and use cases.
We review your team's valuation skill, modeling discipline, and deal experience to set the right starting depth.
Your team learns deal economics, financial statements, and valuation methods across focused guided sessions.
Guided labs turn modeling, valuation, and pitch materials into practiced skill, with instructor coaching at every step.
Your team applies valuation and deal skills to your markets, then pitches a full live deal in the capstone.
From first model to signed mandate: your team pitches a live investment banking deal in 32 hours.
Delivered as
Delivered hybrid, onsite, or live virtual by investment banking practitioners, with every lab run on realistic deal data.
Map fee drivers and deal types to your own market coverage in a guided exercise.
learna)How investment banks earn fees
b)Deal types: M&A, IPOs, debt raises
c)League tables and market structure
d)The banker workflow from mandate to close
Rebuild linked statements from a live company case in a guided lab.
learna)Income statement drivers for deal analysis
b)Balance sheet structure and capital
c)Cash flow statements and quality of earnings
d)Linking the three statements in practice
Screen comps and set a defensible valuation range for a target company.
learna)Public comparables selection and screening
b)EV and equity multiples that matter
c)Precedent transaction analysis
d)Football field charts and valuation ranges
Build a full DCF model with sensitivity checks in a guided lab.
practicea)Forecasting free cash flow drivers
b)WACC and cost of capital in practice
c)Terminal value methods and sensitivities
d)Building a working DCF in guided steps
Build a clean operating model with error checks from raw statements.
practicea)Model architecture and clean formatting
b)Flags, checks, and error-proofing
c)Operating model builds from raw statements
d)Scenario and sensitivity switches
Assemble a pitch book and diligence checklist for a live deal case.
practicea)Deal structures: cash, stock, and earn-outs
b)Merger consequences and accretion analysis
c)Due diligence checklists and workstreams
d)Pitch books and investment committee memos
Structure an IPO or bond raise for a case issuer in a guided lab.
applya)ECM: IPOs, follow-ons, and book building
b)DCM: bonds, pricing, and covenants
c)Regulatory norms for securities offerings
d)Deal team roles across the capital raise
Value, structure, and pitch a live deal to a mock investment committee.
applya)Full valuation of a live case company
b)Deal thesis and structure recommendation
c)Pitch book and model review with coaches
d)Investment committee pitch and feedback
Customize this program tailored to your team?
Tell us your training needs: what your team already works with, the level they’re at, and the topics you want them to focus on. We’ll adjust the modules, duration and hands-on labs, and send you a customized outline for your group.
Key Skills and Outcomes Your Team Will Gain
Seven practice-linked outcomes your investment banking, corporate finance, and capital markets teams gain through guided labs and a live capstone.
Read statements like a banker
Link the three financial statements and spot the drivers that move valuation in deal analysis.
Screen comps and precedents
Select comparable companies and precedent deals, then set defensible valuation ranges.
Build a working DCF model
Forecast cash flows, set discount rates, and build sensitivity-ready DCF models with checks.
Structure clean Excel models
Build auditable models with clear architecture, flags, and scenario switches investors trust.
Analyze M&A deal structures
Compare cash, stock, and earn-out structures, and run merger consequence analysis.
Craft pitch books that win
Turn valuation and diligence into clear deal narratives for clients and committees.
Navigate capital markets
Support IPOs and debt raises with regulatory and pricing essentials.
Teams that Benefit from this Investment Banking Foundations Group Training
Built for banking, corporate finance, and capital markets groups that must win mandates and execute cleanly. Cohorts span investment banking, M&A advisory, capital markets, and corporate finance, and every lab adapts to role and experience so each team practices the workflows it owns.
Win mandates with bankers trained on live deal workflows
Give your banking team shared valuation methods, clean modeling habits, and deal-ready pitch discipline.
Workflow friction
- Inconsistent valuation methods across bankers
- Models that break under client scrutiny
- Pitch materials that miss the investment thesis
How the program helps
- Standardize valuation methods across the team
- Raise modeling quality before client review
- Speed up mandate pitches with proven templates
Practice use cases
- Comps labs
- DCF builds
- Pitch drills
- Deal teardowns
Run diligence and deal structuring with repeatable rigor
Give your advisory team structured diligence checklists, merger analysis practice, and deal narrative skill.
Workflow friction
- Diligence gaps found after signing
- Ad hoc merger consequence analysis
- Weak deal narratives at committee
How the program helps
- Structure deals with repeatable analysis
- Run diligence without missed workstreams
- Present merger logic with confidence
Practice use cases
- Diligence checklists
- Merger modeling
- Deal memos
- Case labs
Price and execute offerings with market-ready teams
Give your capital markets team IPO, follow-on, and bond raise essentials tied to real issuance workflows.
Workflow friction
- Regulatory norms unfamiliar to juniors
- Pricing mechanics learned on the job
- Coordination gaps during live raises
How the program helps
- Support IPOs with pricing essentials
- Handle bond documentation confidently
- Coordinate book building smoothly
Practice use cases
- IPO simulations
- Pricing labs
- Covenant reviews
Bring investment banking rigor to corporate deals
Give your corporate finance team valuation and modeling discipline for acquisitions, funding, and strategy work.
Workflow friction
- Valuation done ad hoc per project
- No standard model templates
- Board decks lacking deal rigor
How the program helps
- Value targets with banker-grade models
- Support board decisions with clean analysis
- Negotiate funding terms confidently
Practice use cases
- Target valuation
- Funding analysis
- Board decks
Cohorts train through labs matched to their roles, then leave with model templates and pitch frameworks they can reuse.
Prerequisites: Analysts, associates, and corporate finance professionals benefit most, including career switchers moving into deal roles. Basic finance and Excel familiarity help, but are not required: the program starts with foundations before valuation and modeling. No prior deal experience is needed, and every lab adapts to your team's tools, deal types, and market context.
Investment Banking Analyst to Associate
Six practice-linked skills mapped to the modules where they are taught and deepened. Analysts enter at foundations and grow toward advanced deal execution; every row is backed by lab hours at its exit depth.
One program that grows with investment banking careers, from deal basics to confident mandate pitching.
Mixed cohort, or several teams at once?
We can tailor the training to different teams, roles, and experience levels within the same program.
Certificate of Training Completion.
On successful completion, employees receive an Edstellar course completion certificate, recognizing their commitment to ongoing learning and professional development. It validates the skills they have built and motivates them to keep growing and contribute to organizational success.
Earned, not attended. Awarded on completion of all hands-on labs and the capstone project.
Training Delivery Modes: Virtual, Onsite and Hybrid
This program is delivered instructor-led in hybrid, onsite, or live virtual formats. Every format includes the same guided labs, model templates, and capstone review, scheduled around your team's calendar.
Hybrid Training
Split between live virtual sessions and onsite days. Bankers learn valuation online, then run intensive modeling labs and the capstone pitch together in person.
- Instructor-led sessions in both formats
- Guided labs on realistic deal data
- Capstone pitch run onsite with coaches
- Flexible scheduling around deal calendars
Onsite Training
Delivered at your office for private cohorts. The instructor coaches every lab and the capstone pitch in the room, with templates tuned to your deal types.
- Private cohort at your location
- In-room coaching on every lab
- Deal data scenarios from your markets
- Capstone pitch to a mock committee
Live Virtual Training
Live virtual delivery over Zoom or Microsoft Teams. Breakout labs and shared modeling sessions keep every banker building, with full capstone review online.
- Live instructor-led virtual sessions
- Breakout labs for modeling practice
- Same capstone pitch, reviewed online
- Session recordings and lab guides
Need a training format that works for your team?
Full days, half days across weeks, or split by module. Tell us the delivery window and we schedule the cohort around it.
Frequently Asked Questions
Share team size, preferred dates, and delivery format in the lead form. We respond with a tailored plan and a proposal for your team.
Yes. A short discovery call maps your deal types, team size, and goals, and shapes the tailored training plan before anything is booked.
Yes. Live virtual cohorts run over Zoom or Microsoft Teams with the same labs, models, and capstone pitch as onsite delivery.
Yes. Onsite delivery brings the instructor to your location for private cohorts, with team-based labs and a capstone deal pitch.
The program runs 32 hours across eight modules, typically four full days or eight half-day sessions scheduled around deal calendars.
Question not answered here?
Put it in the request. A training specialist answers it directly, within one business day.
Where this Training Fits in Your Team's learning path.
Investment banking foundations come after statement analysis because pitch work, valuations and deal support all depend on reading company accounts fluently. Your team then learns how the business of advisory and capital raising works, moves on to DCF valuation, and finishes with structuring and executing M&A transactions.
Why Choose Edstellar as Your Investment Banking Foundations Corporate Training Provider
When comparing providers, Edstellar is the training partner banking teams choose for investment banking expertise and proven delivery experience. Every engagement is shaped around your deal types and team goals.
EXPERT TRAINERS
YEARS DELIVERING
ORGANIZATIONS TRAINED
CERTIFIED
Tailored
Content is shaped before delivery around your deal types, sectors, and the valuation workflows your teams own.
Proven Methodology
A tested methodology moves teams from deal awareness to a live investment banking pitch in 32 hours.
Practice-Based Learning
Guided labs on realistic deal data build real modeling skill, not just valuation awareness.
Expert Trainers
Every trainer profile we share shows a practitioner who has executed deals inside investment banks.
Global Scale
One partner delivers consistent investment banking training across your regions and business lines.
Measurable Outcomes
Skill checks and a capstone review prove modeling and valuation quality improved, with results you can report.
Build Investment Banking Foundations Through Models, Valuation, and Deal Defense
Edstellar introduces investment banking through linked financial analysis and simulated deal work. Participants rebuild statements, compare market valuations, construct DCF models, and develop pitch materials. The final deal simulation brings valuation and financing choices together, with feedback on spreadsheet integrity, sensitivity analysis, diligence priorities, and the reasoning presented to a mock committee.
- Step 01
Consult
We assess finance and Excel familiarity, intended deal responsibilities, and gaps in statement analysis, valuation, or pitch construction to establish the right foundation for practice.
- Step 02
Plan
We connect banking activities and financial statements with market multiples and DCF valuation, then integrate modelling discipline, M&A mechanics, and capital raising in the deal simulation.
- Step 03
Align
We align banking and valuation expertise with analysts, associates, and corporate finance teams, confirming spreadsheet readiness and suitable company cases for the cohort's market context.
- Step 04
Customize
We adapt sample targets, comparable companies, and issuer cases to familiar sectors and deal types, preserving transparent assumptions for valuation ranges and funding comparisons.
- Step 05
Execute
Participants build linked models, screen comparables, test DCF sensitivities, and assemble pitches, receiving feedback on formula integrity, valuation reasoning, and the quality of diligence questions.
- Step 06
Evaluate
We review the simulated deal recommendation for checked models, defensible valuation ranges, explicit assumptions, coherent transaction logic, and clear responses to mock committee challenges.
Also from Edstellar
Talent assessments
Psychometric, behavioral, leadership and 360-degree assessment.
→Training needs analysis
Needs analysis, gap identification, and a training roadmap.
→L&D consulting
Learning strategy, content, technology and ROI measurement.
→OD consulting
Org design, succession planning and cultural change.
→Managed training services
Training outsourcing, vendor management, logistics and administration.
→Coaching solutions
Executive and manager coaching that keeps skills in use.
Start an RFP shaped to your needs.
Answer three quick questions about team size, scope, and how often you need the program run, then send the request from the last step. Everything you choose travels with it, so you only fill this in once.
How many team members need training?
Investment Banking Foundations Corporate Training Training Packages & Pricing
Where L&D holds an annual budget, license packages price the whole year at once instead of raising a purchase order per workshop. Hours and licenses are pooled across teams, programs and locations, so unused capacity is not stranded in one department.
Starter
120
trainee licenses64 hours of group training
Tailored for SMBs
Growth
320
trainee licenses160 hours of group training
Ideal for growing SMBs
Enterprise
800
trainee licenses400 hours of group training
Designed for large corporations
Custom
Unlimited
trainee licensesDuration set by the rollout
Multi-region and multi-year
Training Packages & Pricing
Choose the training format that works for your team. Pricing is customized based on your requirements, cohort size, and delivery needs.
Request Investment Banking Foundations Training for Your Team
Tell us your team size, the deal types in scope, and your training goals. We will schedule a discussion and share a tailored training plan with availability and a proposal.