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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:

  1. Building a 3 Statement Financial Model
  2. Business Valuation Modeling

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.

Investment Banking PowerPoint Crash Course


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
  • Alignment
  • Creating a timeline

PowerPoint Tutorial on Pitchbooks

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
  • Animation 

Learn PowerPoint

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.

PowerPoint Tutorial

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.

What You'll Learn

PowerPoint Tutorial Wrap Up

PowerPoint & Pitchbooks

$147.00 Enroll Now Free Preview

Approx 7.5 hrs to complete


From $847.00
CFI Full Immersion Bundle & FMVA® Certification
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From $497.00
CFI Self-Study Bundle & FMVA® Certification
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Path to Certification

Prep Courses

5 courses from beginner to intermediate level.


Core Courses

10 courses from beginner to intermediate level.


Elective Courses

Take 3 out of 9 courses at an advanced level.


Get Certified

Submit your FMVA®️ checklist and order your certificate.


Join Our Community

Get access to the Global Corporate Finance Society.


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.
Students must complete all core and elective courses (12 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified FMVA Certification will be emailed to you.

What Our Students Say

Prince Duwor
Highly Recommendable
This course takes you through the details and aspects of PowerPoint I never thought existed. You are bound to sharpen your presentation skills as a financial analyst upon completion of this course.
Christopher Johnson
Fantastic & Practical course
Great practical tips and tricks, to improve any PowerPoint presentation.
Liubov Komarova
CFI FMVA course
Thanks a lot for the content! This is extremely helpful and practical. LMS is the best, I really love my studying at CFI
Jorge Octavio Gutiérrez Ruiz
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
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Marcelo Campero
Unexpectedly this course surprised me in a good sense: I realized its importance not only in a financial analyst career but also in any professional career. Everyone at some point needs to master power point techniques in pitchbooks and this course was very well delivered with a lot of examples. Highly recommend!
Mohamed Radi Mansour
This is amazing course which is helping in illustrating what we have learned effectively.
Excellent presentation by the presenter. Live presentation skills are explained very well.
The course was very engaging and practical, I loved every bit of it! The instructor was clear and on point. Fantastic course !!
Abdellatif A. E. Ibrahim
Thank that is a good presentation.
Nafisa Ara
Great experience from learning from the course on knowledge of the useful aspects of Power Point that can make the presentations way more professional than what we have been practicing in the past. This course aims correcting the subtle areas of live presentations and focuses on how am investment pitch book should look like. I recommend this course to all who are looking for ways to present better and polish up on presentation skills.
Vinodh Kumar Soundararajan
Mark Morse
Increased my PowerPoint knowledge exponentially
Eve Chao
This course train us to have a sense of design to present analysis result. I found out new methods to construct PowerPower effectively and built up basic design principles and tips which is helpful to engage audiences. I highly recommend this course.
Jorge Coriano
This is a great course with formulas and relevant information for presentation purposes. The course material is clear and concise. I highly recommend this course for anybody that may not have any experience with PowerPoint presentations or is interested in advancing or expanding their skills in PowerPoint. Thank you
Balakrishna Balakrishna
This course has structured in line with the industry need, not a mere course in the FMVA Certification. Very precise, clear and excellent resources, which will improve our skills and also a worth for value of money.
Oumar Ousmane SALL
One of the best courses on PowerPoint for finance practitioners.
I Wayan Subagia
All Are Excellence
Zahid Sameer
Once again CFI has proved to be the most useful course for all Analysts!. This course covered all the aspects of Microsoft Powerpoint and introduced me to new methods of making an exceptional pitchbook/presentation!. Thank you!
syed haider zaidi
Provides in-depth understanding of Power point and pitch book..
Krystal ZHOU
but extra practice case studies needed
It was a powerful course.
Delbert Adivnovak
Very helpful tips and tricks for constructing well laid-out PowerPoint presentations.
André dos Santos Ferreira
This is an amazing course for anyone in finance.

Frequently Asked Questions

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FMVA® Financial Analyst Certification

Become a Financial Modeling and Valuation Analyst (FMVA)® by completing all required courses in accounting, finance, modeling, Excel, presentations, and strategy. From beginner to advanced courses you will have the complete training you need to become a world-class financial analyst.


From $847.00
CFI Full Immersion Bundle & FMVA® Certification
Buy Now
From $497.00
CFI Self-Study Bundle & FMVA® Certification
Buy Now