Module 1 · Weeks 1–4
Understand financial systems
Financial Systems & Global Markets
4-Month Program
Investment Banking Accelerator Program.
Build your foundation in financial systems, Excel modelling, valuation, equity markets and derivatives. A focused four-month journey through the first four modules of the main Investment Banking program.
4 Modules12 Module Projects4 Assignments4 Capstones
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Your four-month finance foundation.
Start with the first four modules of the main Investment Banking program. Build a practical grounding in financial analysis, modelling, valuation and markets.
Module 2 · Weeks 5–8
Build with Excel
Excel & Advanced Excel for Investment Banking
Module 3 · Weeks 9–12
Value companies
Valuation Techniques
Module 4 · Weeks 13–16
Analyse equity and derivatives markets
Financial Markets — Equity & Derivatives
Why Choose Us
The Meritshot Advantage
Build finance foundations through four modules, hands-on analysis and portfolio projects.
A Focused Four-Month Foundation
Learn financial systems, Excel, valuation and markets.
Practical Financial Modelling
Build, check and explain financial models.
12 Module Projects
Create models, scorecards, toolkits and research notes.
Case-Based Financial Analysis
Explore 17 case-study contexts across companies and markets.
Four Structured Assignments
Practise statement analysis, Excel, DCF and comparable companies.
Four Portfolio Capstones
Combine your skills in valuation, IPO, research and risk projects.
Why Choose Us
The Meritshot Advantage
Build a practical finance foundation through focused modules, company analysis and structured project work.
A Focused Four-Month Foundation
Study financial systems, Excel, valuation, equity markets and derivatives in a defined four-module learning journey.
Practical Financial Modelling
Build linked statements, forecasts and valuation outputs while documenting assumptions and checking your work.
12 Module Projects
Apply concepts through financial models, scorecards, market briefs, pricing toolkits and research notes.
Case-Based Financial Analysis
Explore company valuations, IPOs, market events and risk decisions through 17 eligible case-study contexts.
Four Structured Assignments
Develop statement analysis, Excel modelling, DCF valuation and comparable-company analysis through focused assignments.
Four Portfolio Capstones
Bring your analysis together in company valuation, an IPO investor pitch, equity research and portfolio-risk work.
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Core Competencies
What You Will Learn
Develop foundational analytical skills across the four taught modules, with spreadsheet-based modelling and real-world financial examples.
Financial Systems & Statements
Banking structures, financial statements and market fundamentals
Excel & Financial Modelling
Advanced formulas, linked statements, forecasts and error checks
DCF & Business Valuation
Cash flow forecasts, WACC, terminal value and sensitivities
Comparable Company Analysis
Peer selection, trading multiples and valuation comparisons
Equity Markets & IPO Analysis
Public markets, IPO valuation and equity research
Derivatives & Portfolio Risk
Options, pricing, Value at Risk and hedging applications
Projects
Real-World Projects
Bring your learning together in four capstones. These sit alongside the 12 hands-on module projects listed in the curriculum.
01
Project 01
Integrated Financial Model and Company Valuation
Link financial statements and forecasts, estimate value with DCF and valuation cross-checks, and explain the key assumptions.
Financial ModellingValuation
02
Project 02
IPO Analysis, Valuation and Investor Pitch
Research an IPO scenario, evaluate the business and pricing assumptions, and present an investor-oriented analysis.
IPO AnalysisInvestor Presentation
03
Project 03
Equity Research Valuation and Price-Target Report
Connect company research, forecasts and valuation to a reasoned investment view with stated assumptions and risks.
Equity ResearchPrice Targets
04
Project 04
Portfolio Risk, Derivatives and Hedging
Explore portfolio exposures, Value at Risk and derivatives-based hedging, and communicate the limits of the analysis.
Portfolio RiskDerivatives
Want guided practice with deal work like this?
Discuss the programYour learning journey
Program Curriculum.
4 Months. 4 Modules.
The first four modules of the main Investment Banking program, focused on financial systems, Excel, valuation, equities and derivatives.
PDF · Detailed module breakdown
Build a strong foundation in how global financial systems operate and how investment banks fit within them. Learn how money moves through banking structures, forex markets, and risk frameworks — preparing you for advanced concepts like valuation, financial modeling, and deal structuring.
What you'll learn
- Global financial system architecture — central banks, commercial banks & investment banks
- Forex markets — exchange rate mechanisms, hedging basics & cross-border transaction risks
- Risk management fundamentals — market, credit, operational & liquidity risk
- Key players in investment banking — buy-side vs sell-side, brokers & clearing houses
- Practical application — how global events impact capital markets & IB deal cycles
Hands-on projects
M&A Pitch Book — Financial Section Build
M&A AnalysisExcel + Power BIIntermediate
Multi-Bank Financial Health Scorecard
Risk AnalyticsPower BIIntermediate
Institutional 3-Statement Financial Model
Financial ModelingExcelAdvanced
Case studies
- Investment Banking’s Role in Major IPOs — Reliance Jio and Zomato
- How Major Banks Navigated the 2008 Banking Crisis
- 2008 Financial Crisis — Risk Management Failures and Lessons
- Impact of Brexit on GBP Exchange Rates and Hedging Strategies
- Bank Stress Testing for Black Swan Events
What you'll be able to do
- Understand how global capital markets and banking systems are interconnected
- Identify key players, instruments, and risk frameworks used in IB
- Create your first portfolio-ready financial analysis project
- Develop the foundation required for valuation, modeling, M&A, and deal advisory
Build spreadsheet skills for financial analysis, from clear workbook structure and advanced formulas to linked financial statements, forecasting, sensitivities and dashboards.
What you'll learn
- Excel fundamentals for finance — shortcuts, formatting standards & audit-friendly structure
- Advanced Excel techniques — XLOOKUP, INDEX-MATCH, OFFSET & dynamic range calculations
- Financial modeling basics — 3-statement models, linking logic & error-checking
- Scenario and sensitivity analysis — financial assumptions, forecast drivers and model checks
- Dashboards & reporting — deal summary sheets, conditional formatting & investor presentations
Hands-on projects
Cross-Border Acquisition Macro Brief
Global MarketsExcelIntermediate
Basel III Risk Framework and CAR Stress Test
Risk ManagementExcelAdvanced
Equity and Derivatives Pricing Toolkit
DerivativesExcelAdvanced
Case studies
- Building a Sales Data Analysis Dashboard
- Financial Modelling for a Real-World Retail Company
What you'll be able to do
- Build professional financial models used in real investment banking workflows
- Perform scenario and sensitivity analysis on financial assumptions
- Link historical financial statements to forecasts and scenario analysis
- Communicate financial data through clean, structured Excel dashboards
Master the most critical analytical capability in investment banking — the ability to determine what a business is truly worth. Learn to value businesses using DCF, comparable company analysis, and precedent transactions — the same frameworks employed by analysts at Goldman Sachs and Morgan Stanley.
What you'll learn
- Business valuation methods — intrinsic vs relative approaches & when to apply each
- Equity pricing & DCF method — revenue projections, WACC, terminal value & sensitivity analysis
- Comparable company analysis — peer selection, EV/EBITDA, P/E & trading comparables tables
- Precedent transaction analysis — historical M&A data, control premiums & transaction multiples
- Synergies & real-world applications — revenue/cost synergies, IPO pricing & LBO entry valuation
Hands-on projects
Merger Model — Accretion/Dilution Analysis
M&A ModelingExcelAdvanced
Credit Portfolio — Expected Credit Loss Model
Credit RiskExcelAdvanced
Infrastructure Company Financial Model
Financial ModelingExcelAdvanced
Case studies
- DCF Valuation of a Technology/SaaS Company
- Synergy Valuation in Disney’s Acquisition of 21st Century Fox
- Tata–Corus Acquisition — Synergy Realisation Analysis
What you'll be able to do
- Apply DCF, comps, and precedent transaction analyses with confidence
- Build educational company valuation models and explain their assumptions
- Understand how synergies and control premiums affect deal pricing
- Produce professional valuation outputs used in client presentations
Develop a thorough understanding of equity markets, derivative instruments, and the trading strategies that underpin investment banking activity. Learn how market mechanics influence deal structuring, hedging, and investment decisions — preparing you for advanced work in M&A, capital markets, and structured products.
What you'll learn
- Equity markets — primary & secondary markets, IPO process & stock analysis frameworks
- Derivative markets — forwards, futures, options, swaps & OTC structures
- Equity & derivatives valuation — Black-Scholes, intrinsic/time value & Monte Carlo simulation
- Trading & market strategies — long/short, arbitrage, market-making & bid-ask spreads
- Hedging strategies in practice — equity, currency & commodity exposure management
Hands-on projects
Full IB Valuation — Football Field and Monte Carlo
ValuationExcelAdvanced
WACC Computation and Regulatory Tariff Memo
ValuationExcelIntermediate
Equity Research Valuation — Price Target Note
Equity ResearchExcel + PowerPointAdvanced
Case studies
- Zomato IPO Process and Post-Listing Performance
- LTCM Collapse — When Derivative Strategies Fail
- Pricing Complex Derivatives — Real-World Applications
- GameStop Short Squeeze — Retail vs Institutional Traders
What you'll be able to do
- Understand how equity and derivative markets operate in practice
- Apply option pricing and hedging strategies to real business scenarios
- Analyze trading strategies used by investment banks and hedge funds
- Connect market dynamics to deal-making and capital raising activities
Structured Practice
Your Four Assignments
Assignments 1–4 build the analysis and modelling skills used throughout your projects.
Financial Statement Analysis and Business Understanding
Interpret a business model and its financial statements.
Financial Modelling Fundamentals — Excel-Based
Build a structured Excel model with linked assumptions and calculations.
Discounted Cash Flow Valuation
Estimate value from forecast cash flows, WACC and terminal value.
Comparable Company Analysis
Select peers, calculate multiples and compare company valuations.
Real-World Cases
Case Studies You'll Work On
Three featured company analyses connected to Modules 3–4. The curriculum also lists 14 module-level case studies.
Financial Statement AnalysisAmazon Profitability Analysis Case Study
Deep-dive into Amazon's financial statements to understand how a low-margin business generates massive free cash flow and funds aggressive expansion.
Skills Applied
Financial statement analysisCash flow modelingSegment analysisGrowth metrics
IPO ValuationAirbnb IPO Valuation Case Study
Perform a comprehensive IPO valuation of Airbnb using DCF and comparable company analysis. Assess the pricing strategy and first-day performance.
Skills Applied
DCF valuationComparable analysisIPO pricingMarket sizing
Portfolio StrategyBridgewater Investment Strategy Case Study
Study Bridgewater’s All Weather approach, risk parity and macro-driven asset allocation, assessing diversification and portfolio risk.
Skills Applied
Portfolio strategyRisk parityMacro analysisAsset allocation
Our Instructors
Learn from Industry Experts
Our instructors bring real-world investment banking experience from top global firms.
Abhishek Garg
Manager
PwC5+ Years
Manager at PwC with 5+ years in financial advisory, M&A due diligence, and transaction services. Expert in financial modeling, valuation, and supporting deal teams across multiple sectors.
Himanshu
Professor, Business Finance
LPU8+ Years
Professor of Business Finance at LPU with 8+ years of academic and industry experience. Specializes in corporate finance, capital markets, and investment analysis — bridging theory with practical application.
Hunny Arya
Manager
EY7+ Years
Manager at EY with 7+ years in financial services advisory and transaction structuring. Expert in equity research, DCF modeling, and investment banking workflows across BFSI and technology sectors.
Jinay Jain
CA
QuintEdge5+ Years
Chartered Accountant at QuintEdge with 5+ years in investment analysis, financial modeling, and equity research. Helps students master the analytical rigor required for top-tier IB roles.
Rahul Jain
M&A Advisor
Transacta Capital7+ Years
M&A Advisor at Transacta Capital with 7+ years in deal origination, transaction structuring, and financial due diligence. Expert in cross-border M&A, LBO modeling, and buy-side advisory.
Ravi Das
Professor, Business Finance
Amity University10+ Years
Professor of Business Finance at Amity University with 10+ years shaping the next generation of finance professionals. Specializes in investment banking, corporate valuation, and capital markets education.
Anupam Dixit
Senior Finance Mentor
Independent12+ Years
Senior finance professional with 12+ years in investment banking and corporate advisory. Has led M&A transactions worth over $500M and trained 200+ aspiring investment bankers. Specializes in valuation, deal structuring, and financial modeling at the highest level.
Dhruv Bajaj
Deputy Manager
Deloitte8+ Years
Deputy Manager at Deloitte with 8+ years in transaction advisory services. Expert in due diligence, LBO modeling, and M&A execution. Has worked on cross-border transactions across BFSI, healthcare, and technology sectors.
Anjana Srinivasan
Client Service Associate
Independent6+ Years
Client service professional with 6+ years in wealth management and equity research. Specializes in portfolio construction, client advisory, and market analysis for high-net-worth individuals and institutional investors.
Upama Das
Senior Investment Analyst
Independent9+ Years
Senior investment analyst with 9+ years spanning private equity, venture capital, and public markets. Expert in startup valuation, cap table modeling, and fundraising strategy. Has evaluated 100+ deals across sectors.
Career Paths
Where Can This Take You?
Explore foundational finance and analytical roles. Hiring depends on your profile, demonstrated skills and employer requirements; the program does not guarantee a role or salary.
Explore opportunities across
- Financial analysis
- Valuation & research
- Market-risk analysis
Junior Financial Analyst
Support financial-statement review, forecasting and reporting.
- Statement analysis
- Excel
- Forecasting
Valuation Analyst
Explore company valuation work using DCF and comparable-company analysis.
- DCF
- Comparable companies
- Sensitivity analysis
Equity Research Support
Assist with company research, forecasts and valuation reports.
- Company research
- Price-target analysis
- Financial writing
Junior Risk Analyst
Explore market exposure, portfolio risk and hedging concepts.
- Market risk
- Value at Risk
- Derivatives
Not sure which finance role best fits your goals?
Get career guidanceAlumni Success
Career journeys from our alumni
Explore the roles and career journeys shared by Meritshot alumni, or understand how to build your investment banking career. Read the verified story of Manjula’s move from sales to Financial Analyst to see how a career change takes shape.
Get Industry-Recognized Certification
Earn credentials that validate your investment banking expertise and set you apart in competitive finance hiring.
Explore your certificates
2000+Certificates Issued
100%Employer Recognition
GlobalAcceptance
Industry-Recognized Credentials
Get a Post Graduate Certificate in Investment Banking trusted by top financial firms worldwide.
Built for Career Impact
Certificates backed by real projects, industry-standard curriculum, and mentors from top banks.
Seamless Digital Verification
Achievements instantly verifiable and globally accepted by recruiters across finance.
*Certificate Conditions
- You must participate in all the assignments and activities.
- You must attempt all the Tests, and complete all the Project Submissions.
- It will be issued through Forage.
Hiring Partners
Hiring Partners and Alumni Employers
World-class companies and fast-growing startups that hire our trained professionals for impactful roles across technology, finance, consulting, and cyber security.
...and many more across tech, finance, consulting & cyber security
As Seen In
The press review, in their words
Nine of India's biggest newsrooms have covered what Meritshot does for careers.
Tools You’ll Work With
Build Your Financial Analysis Toolkit
Connect spreadsheet modelling, company research and clear financial communication across the four modules.
Advanced Excel
Financial ModellingExcel & Advanced Excel
Build structured workbooks for financial statements, forecasting, valuation and sensitivity analysis.
Key Features
Advanced formulas and lookups
Linked three-statement models
Forecast drivers and error checks
DCF and sensitivity tables
Best for
Financial modelling, valuation and spreadsheet-based analysis.
Choose Your Path
Find your path in Investment Banking.
Compare live learning, mentoring, practical work and career support across the 4-month, 9-month and 15-month programs.
| Features | Investment Banking Accelerator Program | Investment Banking | Master in Investment Banking |
|---|---|---|---|
| Practitioner-Led Live Classes | Yes | Yes | Yes |
| 1:1 Academic Mentoring & Doubt Resolution | During the Program | Up to 2 Years | Lifetime |
| Learning Portal Access | 4 Months | 12 Months | Lifetime |
| Projects + Assignments | 4 + 4 | 9 + 9 | 25 + 15 |
| Fully Guided Capstone Projects | 1 | 2 | 10 |
| Soft Skills Training | No | Yes | Yes |
| Dedicated Career Coach & Personalised Placement Training | 2 Sessions | Up to 20 Sessions | ∞ Unlimited |
| Resume Building & Placement Readiness | Yes | Yes | Yes |
| Interview Opportunities | 3 | 9 | ∞ Unlimited |
| Placement Assurance | No | Yes | Yes |
| 100% Job Placement | No | No | Yes |
| Lifetime Career Support | No | No | Yes |
| Global Certifications | No | No | Yes |
| Explore each program | Explore program | Explore program | Explore program |
Investment Banking Accelerator Program
- Learning Portal Access
- 4 Months
- Projects + Assignments
- 4 + 4
- Fully Guided Capstone Projects
- 1
Compare all features
- Practitioner-Led Live Classes
- Yes
- 1:1 Academic Mentoring & Doubt Resolution
- During the Program
- Soft Skills Training
- No
- Dedicated Career Coach & Personalised Placement Training
- 2 Sessions
- Resume Building & Placement Readiness
- Yes
- Interview Opportunities
- 3
- Placement Assurance
- No
- 100% Job Placement
- No
- Lifetime Career Support
- No
- Global Certifications
- No
Investment Banking
- Learning Portal Access
- 12 Months
- Projects + Assignments
- 9 + 9
- Fully Guided Capstone Projects
- 2
Compare all features
- Practitioner-Led Live Classes
- Yes
- 1:1 Academic Mentoring & Doubt Resolution
- Up to 2 Years
- Soft Skills Training
- Yes
- Dedicated Career Coach & Personalised Placement Training
- Up to 20 Sessions
- Resume Building & Placement Readiness
- Yes
- Interview Opportunities
- 9
- Placement Assurance
- Yes
- 100% Job Placement
- No
- Lifetime Career Support
- No
- Global Certifications
- No
Master in Investment Banking
- Learning Portal Access
- Lifetime
- Projects + Assignments
- 25 + 15
- Fully Guided Capstone Projects
- 10
Compare all features
- Practitioner-Led Live Classes
- Yes
- 1:1 Academic Mentoring & Doubt Resolution
- Lifetime
- Soft Skills Training
- Yes
- Dedicated Career Coach & Personalised Placement Training
- ∞ Unlimited
- Resume Building & Placement Readiness
- Yes
- Interview Opportunities
- ∞ Unlimited
- Placement Assurance
- Yes
- 100% Job Placement
- Yes
- Lifetime Career Support
- Yes
- Global Certifications
- Yes
Let’s find your starting point.
Talk through your background, goals and available study time.
Free Readiness Check
Is Investment Banking right for you?
Four honest questions. Two minutes. A personalized report — no sign-up, no score, just clarity.
~ 2 minutesNo sign-up, no formsFree personalized report
1
Motivation2
Confidence3
Time4
InvestmentYour answers stay on your device — the report is generated instantly, no details required.
FAQs
Frequently Asked Questions
Curriculum, certification, projects, career, and policies — pick a topic and jump straight to its answers.
The Program
Curriculum & Duration
The learner will study four focused modules: Financial Systems and Global Markets; Excel and Advanced Excel for Investment Banking; Valuation Techniques; and Financial Markets: Equity and Derivatives. These modules introduce how financial institutions and markets work, how financial statements inform analysis, how spreadsheet-based models are built, and how companies and market instruments are evaluated. The learning sequence combines conceptual understanding with applied financial analysis. Meritshot’s Investment Banking Accelerator Program is a foundational offering built around these four modules, rather than an accelerated delivery of every subject in the longer investment-banking curriculum.
Investment Banking alumni, in their words.
First-hand perspectives on learning, practicing finance skills, and preparing for new roles.
IT → IB Switch
I never planned on making a move from IT into finance so quickly. Investment Banking was something I had been curious about, but I honestly didn't know where someone from a technical background was supposed to begin. What helped was having a structured learning path instead of trying to learn everything randomly. The financial modelling sessions gave me a completely different way of looking at numbers, while the live labs made me actually work through models rather than just watch someone else build them.
Avendus Associate
I honestly didn't realize how much a pitchbook could matter until I had to create one myself. Before joining Meritshot's Investment Banking program, I had seen pitchbooks mentioned in job descriptions and interviews, but I had never actually worked on one. I knew the basic idea, but I wasn't confident that I could create something that looked professional enough to show in an interview. The pitchbook creation labs changed that for me. We weren't just discussing what a pitchbook is or looking at examples on slides.
EY Strategy
What surprised me most about the Investment Banking program was how quickly the learning moved from basic concepts to actual deal-style analysis. I had expected a lot of theory, but the structured curriculum gave me a clear path, while working on real deal case studies helped me understand how the concepts are applied in practice. The biggest advantage for me was the combination of both. Instead of spending months trying to figure out what to learn next, I had a proper roadmap and practical work to build on.
Goldman Sachs Analyst
I knew from the beginning that getting into Investment Banking wasn't going to happen just by completing a course and adding a certificate to my resume. I needed to actually understand the work, especially financial modelling, valuation, and how deals are analysed. That's what made me take Meritshot's program seriously. The program was definitely rigorous. There were days when the modelling assignments took much longer than I expected, and some of the case studies were genuinely challenging.
Deloitte Advisory
The DCF and M&A case studies made a huge difference during my interviews. Instead of memorizing technical answers, I could explain the logic behind the numbers and deals. That practical exposure gave me the confidence to move into Financial Advisory at Deloitte.
70% Salary Hike
Started with zero practical finance knowledge. Built models from scratch. Struggled. Practised. Improved. Eventually, financial modelling stopped feeling intimidating and started feeling natural.
Kotak IB Analyst
I compared a lot of Investment Banking programs before joining Meritshot. What stood out was simple theory, actual modelling practice, and interview preparation in one place. No unnecessary fluff. I learned the concepts, built the models, practised for interviews, and felt much more prepared for the actual job hunt.
1400+Alumni Placed
95%Placement Rate
400+Hiring Partners
80%Avg. Salary Hike
Included in your journey
- 4 focused modules
- 12 module projects
- 4 structured assignments
- 4 capstone projects
Focused Foundation
Four finance modules
Applied Learning
Spreadsheet-based analysis
Portfolio Projects
Models, research and reports
Career Exploration
Foundational analytical roles
4 monthsProgram duration
17Case-study contexts
4Capstones