Investment Banking Fundamentals

Posted on: 16th April 2026

Instructor: N/A • Language: N/A

Explore investment banking fundamentals including financial statements, time value of money, and Excel skills with free downloadable exercises

Description

If you are considering a career in investment banking or finance and want a free taster of the foundational knowledge required, this course covers key financial accounting, analysis, and Excel competencies. It includes an introduction to financial statements (Balance Sheet and P&L), the time value of money, and essential Excel skills for modeling, all with downloadable exercises.

This Course Offers

  • A Foundational Introduction to Financial Statements: You will learn what the Balance Sheet and P&L represent, how they are constructed, and what it all means, with expert guidance from a qualified accountant.
  • Understanding the Time Value of Money: You will learn why time value matters and where it is used in finance, including valuation, investment appraisal, and debt pricing, with Excel based exercises.
  • Essential Excel Skills for Financial Modeling: The course covers quick wins to make your life easier when working with or building financial models in Excel, designed for those with no formal Excel training.
  • A Taster for Deeper Learning: This free course is designed to help you decide if you want to pursue more comprehensive programs in accounting, financial modeling, and valuation.

Why We Love This Course

  1. It is free. You can explore investment banking fundamentals without any financial commitment.
  2. It is taught by experienced professionals. The instructors are qualified accountants with years of experience at major banks including Barclays and JP Morgan.
  3. It includes downloadable Excel exercises. You can practice alongside your tutor with comprehensive, Excel based exercises that reinforce your learning.
  4. It is designed as a taster. The course gives you a taste of the knowledge and skills needed in banking and finance, helping you decide which deeper courses to pursue.

If you are starting out in finance and looking for a career in investment banking, corporate banking, financial analysis, or investment management, this free taster course provides the foundational knowledge to get started and helps you plan your next steps.

Course Eligibility

  • People starting out in finance and looking for a career in investment or corporate banking, financial analysis, or investment management.
  • Anyone who wants a free taster of foundational finance knowledge before committing to more comprehensive courses.
  • Individuals with no formal finance background who want to understand key concepts like financial statements and time value of money.
  • Students and professionals considering a career switch into finance who want to test their interest.

Course Requirements

  • No knowledge or experience is required. This is a taster of foundation knowledge needed to get started.
  • Access to Microsoft Excel is recommended for the downloadable exercises.
  • A willingness to learn through practical examples and exercises is essential.

Interested in exploring more business lessons? Check out our full course library to continue building your skills and advancing your learning journey.

Price: Free

Investment Banking Fundamentals | Job Dockets