Certificate In Investment Banking (CIIB)

The Certified in Investment Banking (CIIB) certification is a comprehensive global certification exam designed to assess a candidate’s expert level understanding of investment banking skills. This program tests a candidate on his capability to develop a disciplined and systematic approach to determine valuation for listed and unlisted companies within the context of Mergers and Acquisition transactions, LBOs, IPOs, restructurings, and other investment decisions. Most analysts, the aspiring and the experienced, agree to the fact that investing is about facts, models, mathematics, and analysis. IB certification exam integrates a complex body of investment banking knowledge holistically covering these skills.
In a constant evolution in financial world, in order to succeed, one needs solid technical knowledge and an expert foundation of the subject matter. IB certification tests the precise knowledge one would need to break into a career in Investment banking.

The course focuses on:

• Investment Banking Basics
• Financial Statement Analysis
• Asset Class Valuations including DCF
• Corporate Actions and Restructuring
• IPO, Listing and Fund raising
• Mergers and Acquisitions
• Transactions Analysis
• Leverage Buyouts (LBO)

The evolution of capital markets the world over along with other investment classes, have created a need for Investment Banking Analysts with a new level of sophistication and a deep understanding of markets, economics, consumers & technology. The IB certification is a credential designed specifically for financial professionals who want to attain an advanced level of competency as an investment banking analyst. Who possess strong accounting, finance, quantitative and business analysis skills.
This program uses a variety of interactive learning tools, including case studies, projects and hands-on exercises.

Careers after Certificate in Investment Banking:
After successful completion of the program one can have their career in the following fields:
• Investment Banking
• Private Equity
• Hedge Funds
• Equity Research (Buy-Side and Sell-Side)
• Asset Management
• Corporate Finance and Strategy
• Private Wealth Management

In addition, the course will benefit Fresher’s, Entrepreneurs, attorneys, and accountants who are involved with financial transactions, private equity and hedge fund investments or related investment banking operations.

Reference Book

The Suggested/Recommended reference books are available on leading bookstores and online portals. Students can buy the recommended reference book directly from the market for the said course.
• Investment Banking: Valuation, Leveraged Buyouts and Mergers & Acquisitions, University, 2ed with Data & analytics from Bloomberg by : Joshua Rosenbaum, Joshua Pearl ISBN 13 : 9788126555734 ISBN 10 : 8126555734 India Edition
• Investment Banking For Dummies – by Matt Krantz and Robert R. Johnson
• Investment Banking, Concepts, Analyses and Cases Paperback by Pratap Giri S.

Training Calendar: 

You can find the upcoming training schedule for CIIB program here

Exam Details

Equalifi is offering the CIIB examination on an external, remote-proctored platform. Candidates can schedule an exam by paying the exam fee. Once the exam fee payment is done and exam registration is confirmed, the exam platform sends out the exam link by email to the candidates. Candidates can appear for the exam anytime any day within the next 1 year through this exam link from any place. Candidates need a good internet connection and a functional camera on their PC/ Laptop to appear for this exam.

CIIB EXAM STRUCTURE.

Sr. No. Name of Module Type of Questions Test Duration No. of Questions Maximum Marks Pass Marks (%) Negative Marking
1 Certificate in Investment Banking (CIIB) MCQ 2 Hrs 100 – 60 100 50 20%

Registration Process:

Candidates can directly register for the certification exam. Once registered for the exam, the candidate receives the exam link by email within 5 working days. A candidate can appear for the exam anytime from anywhere on a remote proctored platform within 1 year from the date of exam registration.

Free study resources are available here- Knowledge Library

Equalifi regularly conducts exam preparation training for various certification exams. Candidates who wish to attend live training, can either pay and register for each training or sign up as an Equalifi Member to get complimentary access to all the live training programs for a year.

Upcoming training programs are listed here- Skill-Building Programs

Candidate Audit:

Equalifi will randomly audit a percentage of applications on a regular basis. Candidates will be responsible for providing the requested supporting documentation to verify their education and professional background as mentioned in the registration form. Equalifi’s practice is not to contact employers or educational institutions to obtain verification documentation on the candidate’s behalf. Failure to comply with the audit, falsification or misrepresentation of requested information and/or any unprofessional conduct will result in denial/cancellation of the exam registration and/or revocation of the program certificate. Candidates subject to audit will be notified by e-mail and will have 10 business days to respond. Once selected for audit, candidates will be required to satisfy the audit requirements before being able to receive the final certificate. Failure to comply with the audit will result in forfeiting all fees. Additionally, a candidate who does not comply with the audit will be subject to audit if reapplying for a future testing window.

Fee Details:

CIIB

For Equalifi Members

For Non-Members

Exam Fee

INR 2,360

INR 3,540

*Fee mentioned is inclusive of GST and applicable for each attempt.