Investment Banking Syllabus & Subjects 2024

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Aug 20, 2024 16:42PM IST

What is Investment Banking Syllabus?

Investment banking syllabus includes various investment banking subjects such as quantitative techniques, financial modelling, purchasing and procurement management, managerial economics, strategic management, marketing of investment products, fundamentals of capital market, mutual fund management etc. 

The investment banking course syllabus is an amalgamation of both technical and non-technical investment banking subjects. A student needs to complete all core as well as desired elective subjects in order to complete the course. The duration of the course ranges between one to three years depending on the level chosen. The investment banking course syllabus may vary depending on the specialization chosen however the core subjects remain the same. 

Only completing all the semesters is not enough in order to ace an investment banking course, candidates are also required to do internships, practicals, projects, workshops, etc. to get great opportunities in future. 

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Investment Banking Subjects

Be it a regular program, an online degree or a diploma or certification course, the core Investment Banking subjects remain the same. However, students also get an opportunity to study elective subjects which can be beneficial with an investment banking course. 

The subjects taught under investment banking syllabus are as follows. Depending upon the specialisation chosen, the subjects may vary.

Microeconomics

Industrial Project Management

Quantitative Techniques for Management

Macroeconomics 

Financial Modeling

Management Information Systems

Principles of Management and Organizational Behavior

Managerial Economics

Business Analysis Tools

Supply Chain Management 

Corporate Communication

Strategic Management

Human Resource Management 

Enterprise Resource and Planning

Total Quality Management

Project Management & Documentation

Purchasing and Procurement Management

Information Technology

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Core Subjects in Investment Banking Syllabus

Investment banking course syllabus has various core subjects that are to be completed mandatorily by all the students who take up this program. The investment banking syllabus including core subjects is listed below.

Core Investment Banking Subjects

Investment Banking Subjects Description

Important Topics

Business Communication

This subject has an emphasis on teaching professional communication skills among individuals. These days organisational communication has become a significant feedback tool, and therefore such courses help individuals develop an understanding of the importance and methods of communication that will have an effective impact on their clients

  • Methods And Techniques of Communication
  • Meaning, Process And Need for Communication And Feedback
  • Communication Barriers and How to Overcome Them
  • Basics Of Writing Business Letters
  • Resumes, Statement of Purpose and Job Applications
  • Speaking and Writing Skills 

Business Economics (Macroeconomics)

This subject familiarizes individuals with business and economic concepts, such as accounting, business analysis, and macroeconomics. Moreover, they learn about applying these economic theories to day to day working of businesses and organizations.

  • Macroeconomic Theory and Data
  • Economic Laws and Principles and Their  Effect on Businesses
  • Money, Inflation and Monetary Policy
  • Different Constituents of Fiscal Policy
  • Measuring GNP and NNP
  • FDI- Merits and Role of Multinational, Foreign Companies
  • Structure of The Union Budget
  • Concepts Related to Balance of Payments
  • Basics of Foreign Exchange

Security Analysis & Portfolio Management 

This subject includes students analyzing fundamental and technical analysis concepts, aiding them to become adept at analyzing companies financial statements and assessing risks. 

  • Introduction and Meaning of Financial Analysis
  • Financial Forecasting
  • Different Approaches to Economic Analysis
  • Model Building: Opportunistic and Econometric
  • Industry Life-Cycle
  • Analyzing Financial Statements

Mutual Fund Management 

This subject explores the day-to-day use of mutual funds, the legal framework surrounding mutual funds and the primary role of regulatory bodies like RBI in SEBI in managing mutual funds.

  • History, Origins and Characteristics of Mutual Funds
  • Norms Related to Taxation, Accounting and Valuation
  • How to Calculate Nav and Portfolio Maturity?
  • How to Interpret Funding Ratings?- CRISIL, CARE and ICRA?
  • How to Develop a Model Portfolio for Investors

Basics of Accounting

This subject is specifically designed for students to understand the different concepts related to financial accounting and how to utilize it during investment planning.

  • Introduction to Accounting: Need and Meaning of Accounting
  • Accounting Principles and Objectives
  • Trading in Non-Trading Account
  • Accounting Standards inIndia
  • Capital Versus Revenue Accounts
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Electives in Investment Banking Syllabus

Apart from completing core subjects, candidates also have to complete elective subjects which can be chosen as per their preference. Students can complete their degree only after qualifying the chosen elective investment banking subjects. Some of the elective investment banking subjects are as follows: 

Investment Banking Elective Subjects

Investment Banking Subjects Description

Important Topics

Financial Management 

This subject introduces students to the decisions involved in financial planning, objectives, time and goal constraints and financial planning. It is essential to understand money management and make other involved decisions.

  • Introduction to Finance
  • Financial Goal Setting
  • Capital Budgeting
  • Capital Structure Decisions

Marketing of Investment Products

This subject explores the commercial nature of investment related products and services and explains to students how they are marketed.

  • Introduction to Marketing
  • Buying Behaviour
  • Introduction to Financial Products 
  • E-Market

Fundamentals of Capital Market

This topic introduces individuals to the circulation of capital in an economy and how it interacts with other businesses and resources. It provides quintessential in-depth knowledge about market securities.

  • Introduction to Capital Market
  • Market Infrastructure 
  • Introduction to Collective Investment Scheme
  • Resource Mobilization in the International Market

Cost & Management Accounting

The two very important processes, accounting and bookkeeping, are involved in recording financial transactions. Cost and management accounting or types of accounting that involve resource cost and their management.

  • Introduction to Costing
  • Process Costing
  • Job Costing
  • Marginal Costing
  • Introduction to Standard Costing

Direct Taxation

Direct taxation involves having information about how taxes work and when and how to calculate them. These are essential to any financial entity and responsible citizens.

  • Introduction to Direct Taxation 
  • Heads of Income
  • Computation of Total and Taxable Income for an Individual
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Specialisation-Wise Investment Banking Syllabus

Investment banking course is mostly offered as a specialization program and the investment banking course syllabus varies depending upon the specialization. Moreover, there are many diploma and certificate courses that have their own certificate investment banking syllabus. Some of the popular specializations and their investment banking syllabus are as follows:

Investment Banking Specialisation

Investment Banking Subjects Description

Important Topics

Security Analysis & Portfolio Management 

This subject is specially designed for students looking to pursue an investment banking career. Various topics are involved under this specialisation such as objectives and types of investment, various collections of investment bundles, portfolio exploration etc.

  • Portfolio Management- Introduction
  • Portfolio Analysis and Selection
  • Portfolio Revision and Evaluation
  • Bond Valuation

Mutual Fund Management 

This course is essential for students to understand how to become financially responsible individuals. Mutual fund management teaches students about the meaning, limitations and ethics involved in mutual fund trading.

  • Introduction to Mutual Fund
  • Classification of Mutual Fund
  • Fund Selection Criteria
  • Financial Planning in Mutual Fund

Capital Markets

This specialisation involves the working of the capital market in an economy. It helps in understanding the building of markets and how money circulates in an economy.

  • Introduction to Capital Market
  • Market Infrastructure for Capital Markets
  • Introduction to Collective Investment Scheme
  • Resource Mobilization in the International Market

Cost & Management Accounting

This course puts emphasis on determining various types of costs and management of resources to maximize revenues.

  • Methods of Costing
  • Cost Accounting Techniques
  • Operations Management
  • Strategic Management

Financial Services

It introduces various concepts such as housing, finance, lease, venture capital, and securitisation. It helps in understanding financial services as an essential to an understanding of investment. 

  • Introduction to Traditional Financial Services
  • Securitisation
  • Financial Services
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Investment Banking Course Structure

Investment banking course structure typically spans from a minimum of one year to a maximum of three years. Under the course, candidates have to complete two to six semesters, depending upon the specialization chosen. Not only completing semesters, but candidates also have to take up projects, internships and various other practicals and certifications etc in order to complete an investment banking course.

The course structure of investment banking syllabus is as follows:

  • Practicals
  • Workshops
  • Internships
  • 2-6 Semesters
  • Projects
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