The Investment Banking Program
Learn the essential Excel, accounting, valuation, LBO, and M&A modeling skills to level up your finance career.
Enroll Now
40+
Hours
5 Courses
Certificates
Taught by Instructors with Experience At
What you'll learn
The Investment Banking Program is a hands-on curriculum consisting of 5 courses on Excel, Financial Accounting, Company Valuation, LBO modeling, and M&A modeling. Aside from teaching the theory, this program offers several case studies simulating real-world scenarios using the financial statements of companies such as Apple, Disney, or Adobe. Upon completion, you'll have all the necessary skills to excel in investment banking and beyond.
5 Courses, 350+ Lessons
Learn by doing with our hands-on, guided teaching style
Lifetime Access
Unlimited access to the program on any device, at any time
Downloadable Files
Gain access to our range of templates, guides, and more
Invest in Your Career
Set yourself up for a lucrative career in investment banking
The Investment Banking Program Courses
Learn more about the 5 courses in the program
3
The Complete Finance & Valuation Course
Unlock the secrets of company valuation. This course takes you through financial statement analysis, DCF valuation, and more, preparing you for high-stakes financial analysis roles.
Duration
15 Hours
Level
Intermediate
Reviews
4.7 Stars
Learn more ->
1
Excel for Business & Finance
Learn everything you need to know about Microsoft Excel from business and finance industry professionals.
Duration
14 Hours
Level
Beginner
Reviews
4.8 Stars
Learn more ->
4
LBO Modelling & Private Equity
Explore the intricate world of leveraged buyouts. Learn from real-world scenarios to build LBO models, understand debt structures, and analyse investment returns.
Duration
15 Hours
Level
Advanced
Reviews
4.5 Stars
Learn more ->
2
Financial Accounting Essentials
Master the language of business through comprehensive financial accounting. Learn to navigate financial reports, balance sheets, and more, with practical case studies.
Duration
12 Hours
Level
Beginner
Reviews
4.7 Stars
Learn more ->
5
M&A Modelling
Dive deep into the strategies behind successful mergers and acquisitions. This course covers everything from fundamental concepts of value in corporate finance to detailed M&A modelling techniques.
Duration
13 Hours
Level
Advanced
Reviews
4.5 Stars
Learn more ->
sort
Key Skills & Learning Objectives
Learn all the key investment banking skills
This program covers all the key financial models you need in investment banking including a discounted cash flow, a comparable companies analysis, a precedent transactions analysis, a leverage buyout model, and a merger model. You'll also learn finance and accounting concepts such as depreciation, treasury stock, and diluted shares outstanding.
Become an Excel Power User
Learn all the Excel formulas, charts, and shortcuts you need to level up your finance career. Throughout the course modules, you’ll learn the theory, followed by practical exercises in the form of case studies to replicate the type of work you may encounter as an investment banker. These include data cleaning exercises, financial modeling, and presenting your insights through visuals.
Master Accounting, Finance, and Valuation
Learn the financial accounting, corporate finance, and financial modeling techniques used at the top Fortune 500 companies. From building a full discounted cash flow valuation on Adobe to constructing a complex leverage buyout (LBO) model from scratch in Excel, there are valuable lessons for everyone!
Level up Your Finance Career
This course is specifically tailored to current or aspiring professionals in investment banking, leverage finance, corporate development, or private equity. Stand out in both the buy and sell side with industry best practices taught by top-tier investment banking professionals.
.png)
Student Profiles
Who are these courses for?
University Students
If you're a college student looking to secure an internship or full-time job in a top tier business, finance, or investment firm, these courses are for you.
Working Professionals
If you're a working professional looking to level up your technical career skills, these courses are for you.
Career Switchers
If you're looking to boost your technical skills to better your chances of switching into a business or finance role, this course is for you.
Get Certified!
Impress recruiters with your resume
Upon completion of all course lessons, you will receive a digital certificate with your credentials. Furthermore, you can add it to your LinkedIn to show your skills to recruiters!
Testimonials
What our students say
"Very thorough and practical, definitely recommend for those who want to level up their Excel skills."
Excellent
Bilal Kamara
Kenji has done a superb work. Pls add also more cases or pitch deck. However, full program is well designed for MBA students to Proferssionals.
Superb Work
Johnny Chowdhury
I recently concluded an online financial course and found it an excellent learning experience. Meticulously organized, the class offered clear explanations and relatable examples to simplify intricate financial concepts. Additionally, including practical exercises and case studies enabled me to apply these concepts in real-life situations. Consequently, this course has given me a heightened confidence in my financial knowledge and abilities. I highly recommend this course to individuals seeking to enhance their financial literacy.
Excellent Learning Experience
Dinah Fojas
Great course on SQL. I really learned a lot! I would recommend this course for anyone interested in learning more about SQL.
Great Course on SQL
K R
Very thorough and informative no matter your excel skill level.
Informative
Tam Tran
I LOVE THE TRAINING PROGRAM. EASY TO UNDERSTAND AND CAN RERUN AS NEED FOR CLARITY. I LIKED IT SO MUCH I PURHCASED THE ENTIER OFFERING!
I LOVE THE TRAINING PROGRAM
George Taylor
Very well structured course. I've been working with Excel for over 10 years, but I still learned a lot of neat shortcuts and functions that's applicable to my role as a business analyst.
Very well structured course
Will
I've taken multiple courses with Career Principles and some of them I'm still going through. The way the material is presented in each course has been clear and easy to understand with the many examples. The key to effective training is the real world application of key concepts and projects. In other words, how can this training be used in real world projects that you would need in your career. Thank You!
Thank you!
Keith Aul
Excellent videos, walkthroughs, and explanations!
Excellent
Joseph Daher
The Power BI course is outstanding! The pace is perfect, the content is business relevant, and the instructor does a great job explaining concepts. This course is a game changer for me and I'm excited to apply the new skills that I've learned!
Outstanding!
Linda Fligg
I have been enjoying learning SQL with Career Principles. Thank you, so much. This course covered SQL from basis till advanced. I could understand SQL better.
I wish all the best to all the team members of Career Principles!
Thank you, so much.
Katia Rues
It was a wise decision to purchase this course. As an analyst, I'm learning a lot and applying what I've learned to my current position.
Wise Decision to Purchase
Jamaal T
Clear, concise instruction. If you enjoy Kenji's videos you will be more than happy with your purchase
Clear, concise instruction
Matt Pounch
The course is very easy to understand as it's very precise, short, and direct to the point. I learned a lot from this excel course and will definitely help me elevate my accounting skills. Great course!
Great course!
Cristine Ramos
I love that it's interactive I learn best when I am doing the work not just watching. The instructors answer your questions so quickly. Better than LinkedIn courses by a long shot.
I love that it's interactive
Ashley Thompson
As an investment club president, I wholeheartedly recommend the Finance & Valuation Module for people who want to develop their technical finance skills. The digestible lessons, straightforward content, and hands-on walkthroughs helped our new members secure finance internships as freshmen.
Exceptional Training Solution!
Michael Penna
The materials are well organized and thought through. Definitely recommend it!
Definitely recommend it!
Arif Rashid
Awesome learning Power BI and Kenji's' explanations are very clear and easy to follow.
Awesome learning Power BI
Jim Brooks
"This course is the best. It's packed with informational and realistic examples. I love the downloads that are available for you to practice what's being taught. This course has really enhanced my skills."
The Best!
Jasmine Akujobi
Awesome practice with real life case study
Awesome Practice
Rupali Kapadia
Great course. One issue for me is I am not a fan of keyboard shortcuts, I wish more of the alternative navigation to input was explained
Great course
Tim Lorentz
Top experience, top professors and top material.
I'm waiting for more powerful finance and Excel courses.
Congratulations!
Top Experience
Guillem Bigordà Freixas
Well Organized and very practica course... congratulations..
Well Organized
Hyascar Jesus Vargas Zelada
"The lessons are structured, clear, and concise. They even have downloadable files that you can practice on! When you complete the courses, you can add them easily to your LinkedIn and reap the benefits! In addition, the team is quick to respond and happy to help."
Extremely Impressed
Josh McDonald
"This course has given me the opportunity to strengthen my accounting foundations, learn how to build a dynamic 3-statement model, conduct a complex DCF, Comps and Precedent Transactions valuation, and create a stock pitch deck to present to target clients."
Cheers!
Marvel Tanudjaja
At first I was a bit worried that having to remember the different shortcut keys, would slow down my progress. However, after applying them to the exercises a few times, I now try to do the case studies on my own first, then watch the videos to see if my approach makes sense.
Makes sense!
Ikmareka Hunt
Lesson material is extremely relevant, intuitive, and easy to follow. I've learned everything from Microsoft Excel, Power BI to MySQL.
Easy to follow
Michael Dos Santos
This is handy and good. I like the explanations and clarity when formulas and the theory around the formulas are explained. I also like the keyboard cheat sheet and the fact he uses the keyboard shortcuts in the videos.
I like this course and recommend it
Tom Munt-Davies
I highly recommend investing some courses from Career Principles. You'll not only learn the skills that you'll need to succeed in your business career, but also a brush up on some important skills that might be useful for your job.
Highly Recommend
J Lee
The online Power BI course exceeded my expectations with its comprehensive content and expert instruction. Highly recommended for anyone looking to master Power BI skills. The course platform is better experienced on a laptop than an iPad.
Exceeded my expectations
Khin Yaminn
Very engaging and informative.
Engaging
Justin Risin
Pretty good. Compiled and comprehensive. Good excel exercises and good to work with real examples! You might have to have some knowledge to make sense of everything presented here. This is not a course for finance. It is a course in using excel for financial modelling and so its helpful to have finance knowledge.
Pretty Good
Raghav Wasan
The course provided valuable insights and was worth every penny. I highly recommend it.
Worth Every Penny
Molly Dadzie
The course was presented in a way that was easy to access and understand. What really stood out to me were the informative tools that were provided to help make my skills and work easier, more professional, and stand out from others. These tools were incredibly helpful and I was able to apply them to my work immediately.
Excellent Experience!
David Rodrigues
This excel course for finance is very useful, I recommend it to those who work in finance
Recommend to those in finance
Aditiya Kusuma
The courses are exceptionally helpful and thorough, teaching practical applications of theoretical knowledge, which is exactly what I've been seeking. They're easy to follow, though a solid foundation in finance and accounting is necessary for full comprehension.
Exceptionally Helpful
Garay
I have been using Excel to keep track of assignments for years. It wasn't until I decided to shift career paths that I found this course and realized just how powerful Excel is! This course does an amazing job of breaking down concepts, formulas, functions, visualizations, dashboards, you name it, this course explains it! I love Kenji's YouTube channel, and this course is like an extension of the videos he produces. Great stuff!
Great stuff!
David H
Very much so I started as a true beginner , Now I feel like I grow tremendously.
I grow tremendously
Antonio Newman
Very beginner friendly course with step by step instruction and practices in between. I am enjoying it!
Enjoying it!
Yuling Zheng
"The senior instructors have really helped me develop the skills I needed to perform at the level of a finance professional. These practical skills have carried me a long way in my banking career!"
Just What I Needed!
Daniel Mwabila
"I've seen a lot of Excel courses out there, but this one is definitely the best. It covers a lot of topics and gives great explanations for all of them. Plus you get to do real-world exercises at the end to put into practice what you've learned. I highly recommend."
Great Explanations!
Jamie Forschner
"This course managed to reactivate the knowledge from my university studies 15 years ago and, above all, to translate it into a practical context. The Excel skills taught along the way are at least as valuable to me. Thank you Kenji & Team ."
Very, very helpful!
Marco Horn
This course is worth it! I would entreat anybody who wants to advance their knowledge in Excel to take this course. My commendation and respect to the Career Principles Team, Kenji, and Co. Well done, guys.
This course is worth it!
Selasi Kwame
"Really enjoyed the practical case studies that made it feel like a real scenario I could encounter at work."
Super Helpful!
Isabella West
I thoroughly enjoyed this Power BI course! The content was clear, well-structured, and incredibly helpful for improving my skills. The examples and case studies provided valuable insights and made the learning experience more engaging and practical. I recommend this course to anyone looking to enhance their Power BI proficiency. Thank you for such an informative and enriching experience.
Thoroughly Enjoyed Power BI
Selina Chee
"The best Excel course. My Excel skills have improved significantly. Thank you guys for creating such a wonderful course."
Wonderful Course!
Ebenezer Anane
"Semi-retired physician doing this for fun. Wish I had this knowledge in Med School as it would have been very valuable for expanding business knowledge and maybe entrepreneurship."
Very Valuable
Robert Remondino
"The course was extremely helpful, it has allowed me to build my Excel finance skills from the ground up, the course is perfect for anyone looking to strengthen their knowledge of Excel and finance. Amazing Work!"
A Very Complete Course!
Teo Ballbe
I just randomly encountered Kenji on his Youtube videos. As a finance lover, I decided to pay for this course and learned a lot from what he and his team taught me. I hope I would be able to connect them on LinkedIn some days.
Learned a lot
Hai Nguyen
"Kenji & Michael's teachings are practical and focus almost entirely on giving the student the tools to succeed in real life business and finance scenarios. After finishing the course, I feel like I am no longer missing out on something that is so essential for my career."
Highly Recommend!
Yakuphan Alptekin
Very creative and informative, and I enjoyed learning the course. They cover all the small detailed points and explain each small point with its relation to other points in all the lectures. This is done with high-quality resolution videos. Thank you and good luck to the Career Principles team!
Just What I was Looking For!
Rashed Al-Romaithi
Very detail analysis to financial ratios and the three financial statements, do recommend to any beginners who are looking to go to banking and financial services!
Very detailed
Steven Huang
This course is extremely beginner friendly, and teaches you all the necessary formulas, concepts, and shortcuts necessary. The end of each module provides a case study allowing you to practice what you've learned.
Beginner friendly
Julian Mascio
"Clear explanation with concrete examples."
Clear Explanations!
Russell Tankoua
"The case studies are just perfect!"
Perfect!
Murilo Cangueiro
Great Excel and Power BI courses.
Lots of interesting and interesting things I've learnt. I do recommend it!
I do recommend it!
Vladimir Sobur
"Very thorough and comprehensive! The guidance I received from the senior instructors helps me in my everyday life as a financial analyst at Amazon."
Well Done!
Tristan Chiu
I'm currently taking the Power BI online course. The instructors break down the teaching to bite size videos. The demos are easy to follow and gives me the confidence to build my own dashboards. Really thankful to have discovered this course. Keep up the good work!
Keep up the good work!
Jennifer Ng
Great content! Highly recommend for refresh accounting skills
Great Content!
Naseef Kamal
"The course delivered as promised. It had the right balance of theory and practical exercises with downloadable resources to further my learning. Great job!"
Awesome Course!
Andy Giro
Amazing course, with the essential things that you might need in future workplace + the case studies are really good to test yourself.
Amazing Course!
Erik Reznicek
Everything about Career Principles' courses are top-notch. They take you through from beginning to end very quickly, and give you fantastic resources to learn. I cannot recommend their courses highly enough!
I cannot recommend their courses highly enough!
Justin Galczynski
Course is very well paced and easy to follow
Well paced
Reeta Sooknah
Yes, well done. Great job! Bring you step by step accross solving problems you usually find at work. With downloading file can practise at the same time and so easily memorize and get it. Thanks.
Great job!
Marco Franceschini
"It was a wise decision to purchase this course. As an analyst, I'm learning a lot and applying what I've learned to my current position."
Worth the Money!
Jamaal Tobias
Thank you for a great course. Whether you're a beginner looking to grasp the fundamentals or an intermediate user aiming to enhance your skills, this course provides a solid foundation and practical insights into the world of Power BI. I highly recommend this course to anyone seeking to unlock the full potential of data visualization and analysis in their professional journey.
Thank you
Evelyn Tah
"I took this course before starting my job as an investing banking analyst, not being from a hardcore finance background, this course helped in solidifying my basic concepts as well building real life excel skills that are required for my job."
Amazing, Detailed and Realistic!
Ishaan Mathur
Our Students Now Work At
Instructors
Meet Your Instructors
.webp)
Will Lundy
Senior Instructor
Hey there - I'm Will and my background is in investment banking. Over my six years in the sector, I worked at Citi, Credit Suisse, and a tech-focused boutique, advising on mergers and acquisitions and capital raising deals. Before this, I obtained a master of science in accounting and finance from the London School of Economics (LSE). I now use my experience to deliver practical and thorough courses to aspiring financiers, including for the intern and graduate training programs of top investment banks in London and New York.
Kenji Farre
Senior Instructor
Hey there, I’m Kenji, a Cornell University graduate and Microsoft MVP with work experience at companies like Amazon, Goldman Sachs, and PwC. Over the past year, our tutorials have helped 15M+ people level up their Excel, Business, and Data skills. I know exactly where the pain points are -I’ve lived them myself. Looking forward to getting started!
Michael Quach
Senior Instructor
Aloha! I’m Michael, a Cornell University graduate born and raised in Honolulu, Hawaii. I’ve worked at companies like Tesla, Cushman & Wakefield, and IHG Hotels & Resorts. Throughout, I’ve experienced first-hand the importance of being proficient in Excel, finance, and valuation to perform in any business role. My hope is that our courses will help you take your career to the next level.
Learn the skills you need to advance your career
Career Track
The Investment Banking Program
Was:
$499.00
$374.25
Includes:
- {yes} Access to Full Financial Accounting Course
- {yes} Access to Full Excel Course
- {yes} Access to Full Finance & Valuation Course
- {yes} Access to Full LBO Modeling & PE Course
- {yes} Access to Full M&A Modeling Course
- {yes} Learn the DCF, Comps, and Precedents Valuation Methods
- {yes} Build a Merger model from scratch
- {yes} Build a Leverage Buyout (LBO) Model from scratch
- {yes} Downloadable Excel Templates, Guides, and Cheat Sheets
- {yes} Earn Course Completion Certificates
Frequently Asked Question
Is this course accredited?
Yes, this course is accredited by the CPD Certification Service. Career Principles is a certified CPD member.
What if I get stuck? Can I ask questions about the content?
Absolutely! You will have access to the instructors to ask anything about the course content using the discussions forum in each lesson.
What are the pre-requisites for this course?
You don't need any knowledge previous of business, finance, or data concepts. All you need is a computer and a willingness to learn!
Can I download the Excel files and templates?
Yes! All the Excel files, templates, and PDFs are available for download.
More questions?
For any other general inquiries, please contact us at info@careerprinciples.com