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.
8 courses from beginner to intermediate level.01Optional
12 courses from beginner to intermediate level.02Required
Take 3 out of 13 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
Very helpful tips and tricks for constructing well laid-out PowerPoint presentations.
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.
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!
This is amazing course which is helping in illustrating what we have learned effectively.