PowerPoint & Pitchbooks

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.

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

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 

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:

https://corporatefinanceinstitute.com/about/cpe-information/

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.