Online course · 42% off today

Financial Analysis & Investment Banking: Beginner to Advanced (2026 Edition)

Read annual reports, build a three-statement model in Excel, value a company with DCF, comps and precedents, and learn how Indian M&A deals and IPOs work.

ACreated byAditya English 47 Lessons 14:33:08 Hours Certificate
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About course

Every big business decision, whether it's an IPO, an acquisition, a loan or an investment, starts with someone who can read a company's numbers and explain what the business is worth. That skill sits under every analyst role in investment banking, equity research, FP&A, corporate finance and transaction advisory. This course takes you from complete beginner to job-ready analyst, step by step, using one company from the first lecture to the last: Saffron Foods Ltd, a fictional packaged-foods company from Pune. Everything is set in Indian context: Ind AS, the Companies Act, SEBI rules, NSE and BSE.

What you'll learn

  • Module 1 · Finance & Accounting Foundations: the three financial statements, how they link, and how to read an Indian annual report.
  • Module 2 · Financial Statement Analysis & Ratios: common-size and trend analysis, profitability, liquidity, efficiency, DuPont, cash flow quality, red flags and peer benchmarking.
  • Module 3 · Financial Modelling in Excel: a complete three-statement model, built and balanced step by step, with scenarios and sensitivity tables.
  • Module 4 · Valuation: enterprise vs equity value, FCFF, WACC for an Indian company, DCF, trading comparables, precedent transactions and the football field.
  • Module 5 · Investment Banking in Practice: M&A, merger models, IPOs under SEBI ICDR, QIPs and rights issues, LBOs, the deal process and pitch books.
  • Module 6 · Finance Careers & Technical Interviews: career paths, resume and LinkedIn, accounting and valuation interview questions, modelling tests and a 30-day preparation plan.

Learn by doing. Every model is built on screen in Excel, formula by formula, with the professional colour code (blue inputs, black formulas, green links). Practice files come with the lessons: student versions to fill in and solution versions to check your work. You finish with two live projects: a full valuation of Saffron Foods with a one-page investment summary, and an M&A pitch book for a fictional acquisition.

Who this course is for. BCom, BBA, MBA, CA and CFA students, freshers, and working professionals in finance, accounts, consulting and FP&A who want analyst roles. No finance background is needed: we start from zero.

What you get: 45 lectures + 2 live projects (14 h 32 min) · 6 module notes PDFs · 6 self-assessment tasks with scoring rubrics · 33 practice files (Excel models, templates, checklists, question banks) · EduBenchers certificate at 80% completion · letter of recommendation at 100% completion.

Educational only, not investment advice. The course teaches skills; it does not recommend buying or selling any security.

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Overview

What you'll learn

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Read and interpret any Indian company's annual report confidently

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Analyse performance with margins, returns, liquidity and efficiency ratios

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Spot accounting red flags and judge cash flow quality

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Build a linked three-statement financial model in Excel

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Value a company using DCF, comps and precedent transactions

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Calculate WACC for an Indian company with current inputs

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Understand how M&A, IPOs, QIPs and LBOs work in India

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Answer accounting and valuation interview questions with confidence

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Curriculum

47 Lessons · 14:33:08 Hours

  • Welcome: Finance Careers and How This Course Works00:18:48
  • How Companies Raise and Use Money00:18:33
  • The Income Statement Explained00:18:37
  • The Balance Sheet Explained00:17:04
  • The Cash Flow Statement Explained00:17:02
  • How the Three Statements Link Together 100:17:29
  • Reading an Indian Annual Report: Ind AS and the Companies Act 100:18:15
  • Notes Finance and Accounting FoundationsNotes
  • Self Assessment Map Saffron Foods Three StatementsTask
  • Common-Size and Trend Analysis 100:19:14
  • Profitability Ratios and Margins00:19:08
  • Liquidity and Solvency Ratios00:17:58
  • Efficiency Ratios and the Working Capital Cycle 100:17:22
  • Return Ratios and DuPont Analysis 100:18:32
  • Cash Flow Quality and Red Flags in Accounts 100:18:20
  • Peer Benchmarking: Comparing Companies Fairly 100:16:46
  • Writing a Financial Analysis Summary 100:16:48
  • Self Assessment Ratio Analysis Report for Saffron FoodsTask
  • Notes Financial Statement Analysis and RatiosNotes
  • Excel for Financial Modelling: Setup, Shortcuts and Best Practices 100:19:11
  • Model Structure, Colour Coding and Assumptions 100:19:07
  • Revenue Build and Operating Cost Forecast 100:19:14
  • Working Capital, Capex and Depreciation Schedules 100:21:06
  • Debt, Interest and the Cash Sweep 100:18:43
  • Building the Projected Income Statement and Balance Sheet 100:18:37
  • Cash Flow Statement and Balancing the Model 100:17:47
  • Scenarios, Sensitivity Tables and Model Checks 100:17:33
  • Self Assessment Build and Balance a Three Statement ModelTask
  • Notes Financial Modelling in ExcelNotes
  • Valuation Fundamentals: Enterprise Value vs Equity Value00:19:50
  • Free Cash Flow to the Firm 100:18:50
  • Cost of Capital: WACC for an Indian Company 100:18:32
  • Terminal Value and the Complete DCF 100:18:50
  • Trading Comparables: Choosing Peers and Multiples 100:18:43
  • Precedent Transactions Analysis 100:18:12
  • The Football Field and Valuation Sensitivities 100:17:39
  • Common Valuation Mistakes and How to Avoid Them00:18:29
  • Notes ValuationNotes
  • Self Assessment Value Saffron Foods Three WaysTask
  • Inside an Investment Bank: Divisions, Roles and Deal Teams00:19:01
  • M&A Basics: Why Companies Buy and Merge00:18:20
  • Merger Models: Accretion and Dilution 100:18:04
  • IPOs in India: SEBI ICDR Rules, Process and Timeline 100:18:17
  • QIPs, Rights Issues and Debt Capital Markets00:18:36
  • LBO Basics: How Private Equity Deals Work 100:17:15
  • The Deal Process: From Mandate to Closing00:18:36
  • Building a Pitch Book 100:17:40
  • Notes Investment Banking in PracticeNotes
  • Self Assessment Prepare a Deal Teaser and Pitch OutlineTask
  • Finance Career Paths in India: IB, Equity Research, FP&A and Advisory00:21:03
  • Resume, LinkedIn and Networking for Finance Roles00:17:43
  • Accounting and Three-Statement Interview Questions 100:19:17
  • Valuation and DCF Interview Questions 100:18:18
  • Modelling Tests and Case Study Rounds00:17:55
  • Your 30-Day Analyst Preparation Plan 100:17:29
  • Notes Finance Careers and Technical InterviewsNotes
  • Self Assessment Mock Technical Interview ScorecardTask
  • Live Project 1: Full Valuation of Saffron Foods Ltd 200:22:43
  • Live Project 2: M&A Pitch Book for Saffron Foods' Acquisition of a Snacks Brand 200:22:32
Video LecturesWatch & rewatch anytime
Best Interactive ContentQuizzes and activities that stick
GuidanceAsk doubts, get expert answers
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Why learn Financial Analysis & Investment Banking?

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It is the core skill behind every finance analyst role

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India's IPO and M&A markets hit record activity in 2025

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Companies, banks and advisory firms all need strong analysts

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Excel modelling skills transfer across industries and roles

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Valuation helps you understand how businesses create value

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It strengthens CA, CFA, MBA and placement preparation

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Clear financial thinking improves every business decision

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Who this course is for:

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BCom, BBA and MBA students aiming for finance roles

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CA and CFA students who want practical modelling skills

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Freshers preparing for analyst interviews and modelling tests

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Accounts and finance professionals moving into FP&A or advisory

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Consultants who need to read and value companies quickly

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Anyone curious how investment bankers value and sell companies