PowerPoint Tutorial - Investment Banking Pitchbooks
Become a Financial Modeling & Valuation Analyst (FMVA)®. Enroll today to advance your career!

Overview

Recommended Prerequisites

You are expected to have either completed the stated prerequisite course(s) or possess the equivalent knowledge prior to enroling 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:

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.


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

Lesson
Multimedia
Exams
Files
PowerPoint Tutorial Wrap Up

PowerPoint & Pitchbooks

$147.00 Enroll Now Free Preview

Approx 7.5 hrs to complete

Upgrade

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

Prerequisite Courses

6 courses from beginning to intermediate level.

01Optional

Core Courses

9 courses from beginning to intermediate level.

02Required

Elective Courses

Take 3 out of 8 courses at an advanced level.

03Required

Get Certified

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.
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

Zahid Sameer
Simply Amazing!
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
A good course
Provides in-depth understanding of Power point and pitch book..
Krystal ZHOU
Good Power Point Course
but extra practice case studies needed
KANNY SIBOZA
Thank you CFI team
It was a powerful course.
See More
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.

Upgrade

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