Investment Banking & Fund Accounting [IBFAP]
Curriculum
The investment banking operations course curriculum is crafted by industry experts, ensuring that students are not only well-versed with foundational principles but also equipped with the most distinguished skills, making them stand out in the competitive landscape of investment banking operations. This investment banking certification course offers two specialised pathways which are Securities Operations and Wealth & Asset Management Operations. Based on the industry demand, students are assigned the best-suited pathway.
About investment banking course
Our IBFAP course has been guiding finance professionals for over a decade, shaping careers and turning dreams into reality.
Focused on real-world scenarios and insights from industry experts, the refined curriculum of our investment banker course addresses intricacies in securities operations, wealth and asset management, financial market, risk management, and AML. Imarticus offers more than just a certification, it delivers a transformative experience, propelling you toward greatness in the investment banking operations realm.
- Weekday & Weekend (140 hrs)
- Classroom & Live Online Training
Core Module
Financial System Overview 4 Topics
Topics
- Financial System – Structure & Design
- Equities
- Fixed Income Securities
- Derivatives
Beyond Classroom
Aptitude Training: Goal Setting & Time Management Aptitude Training: Quantitative Aptitude Soft Skills Training: Self-introduction, Building Vocabulary and Language skills Soft Skills Training: Techniques for persuading and influencing others
Learning Outcomes
Learn market functions, structure, participants, and regulations Enhance communication, goal setting, and time management Understand equity instruments and market operations Grasp bond markets, yields, and derivative strategies
Assesments
Module 1 Mocks
Client Onboarding & Remediation 3 Topics
Topics
- Introduction to KYC in Investment Banking
- Introduction to Anti- Money Laundering
- KYC Remediation
Beyond Classroom
Soft-skills: Introduction to Written Communication Aptitude training- Quantitative Aptitude Soft-skills: Persuasive communication Soft-skills: Email Writing & Etiquette
Learning Outcomes
Learn RDM basics and ETD equities simulations Understand OTC lifecycle, ISDA, and written communication Grasp client verification, risk assessment, and due diligence processes Understand mandatory and voluntary corporate actions
Assesments
Quantitative Aptitude + Logical Reasoning Excel Test Verbal Aptitude
KYC - Periodic Review 4 Topics
Topics
- Setting Up Transaction Monitoring Criteria
- Real-Time and Post-Event Transaction Monitoring
- Customer Profile Review
- Pattern Recognition and Transactional Analysis
Beyond Classroom
Aptitude training: Logical Aptitude Case studies Soft-skills: Interview Process training
Learning Outcomes
Learn criteria setup, real-time, and post-event monitoring Understand alert generation, review, and escalation processes Explore profile reviews, pattern recognition, and transactional analysis Grasp EDD, SAR filing, and continuous monitoring updates
Assesments
HR Final Mocks Domain Final Mocks