Recommended Prep Courses
These preparatory courses are optional, but we recommend you to complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:
PowerPoint & Pitchbook course overview
Learn the most advanced functions, tips and best practices for presentation design to be a distinguished PowerPoint user. This tutorial is designed specifically for financial analysts who need to create PowerPoint presentations, mainly in the form of pitchbooks. This is a classic skillset for Analysts who need to make world-class presentations.
This advanced PowerPoint tutorial will help you become a world-class financial analyst for careers in investment banking, private equity, corporate development, equity research and FP&A. By watching the instructor build the pitchbook right on your screen, you can easily pause, rewatch, and repeat exercises until you've mastered them.
Contents of the PowerPoint & Pitchbook course
This Investment Banking PowerPoint crash course starts with a classic example of a "bad" presentation and quickly dives into using PowerPoint functions to improve the presentation to systematically make it "good".
This course focuses on two types of presentations: distributed presentations where the presentation is printed or distributed electronically, and live presentations where there is a speech accompanying the presentation.
The main content covered in the pitchbook section include:
- Theme colors
- Slide master
- Gridlines and guides
- Formatting text boxes
- Formatting shapes and lines
- Inserting tables and charts from Excel
- Creating a timeline
The main content covered in the live presentation section include:
- Inserting a background picture
- Inserting a color filter
- Crop images to shapes
- Icons and transparent logs
- Slide transitions
What am I going to get from this advanced PowerPoint tutorial course?
- Learn everything you need to be a world-class financial analyst
- Learn how to make world-class presentations from scratch
- Master advanced functions in PowerPoint
- Create beautiful presentations, including beautiful tables, charts, and graphs
- Easy to follow video-based tutorials and lessons
For further CPE information, please read before purchasing:
Register now for our PowerPoint tutorial course and become a power user! For anyone working in investment banking, equity research, corporate development, financial planning and analysis (FP&A) this class will give you the confidence you need to be a leader in performing financial analysis at your organization.
Financial modeling & financial analyst training
From beginner to advanced, this PowerPoint training course is designed to teach you how to be a complete financial analyst.
This class is one of the 9 required "Core" courses for CFI's financial analyst training program, which grants the Financial Modeling & Valuation Analyst (FMVA) certification.
7 courses from beginner to intermediate level.01Optional
11 courses from beginner to intermediate level.02Required
Take 3 out of 11 courses at an advanced level.03Required
Submit your FMVA® checklist and order your certificate.04Required
Join Our Community
Get access to the Global Corporate Finance Society.05Optional
How the Certification Works
FMVA® Financial Analyst Certification courses are offered 100% online, allowing you the flexibility to start the financial analyst program anytime and learn when it’s most convenient for you.
The program is a part of the All Access Subscription, which includes all programs and courses.
CFI courses are designed by instructors with over 21 years of financial analyst training experience.
This is an amazing course for anyone in finance.
André dos Santos Ferreira
Excelente mini curso del manejo de Power Point para realizar Pitchbooks, conciso informativo y agradable. Aumento mis skills en Power Point y me dio una general del contenido de un Investment Pitchbook
Jorge Octavio Gutiérrez Ruiz
This course certainly teaches one how to be professional and clear about the data being presented
Great practical tips and tricks, to improve any PowerPoint presentation.