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Investment Banking and Finance Course

Investment Banking and Finance Course


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👉 CPD UK Accredited PDF Certificate Included

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Duration: 893 Minutes
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Unlimited support via email, till you complete the course

Recognised Certification

Recognised Certification

Accepted by thousands of professional bodies

Start Anytime

Start Anytime

With 1 year access to the course materials

Online Learning

Online Learning

Learn from anywhere, whenever you want

In this course, you will explore the intricate working of Investment Strategies, Financial Markets, and Asset Management. You will learn to analyse market trends, make informed investment decisions, and navigate the dynamic world of finance.

This Course At A Glance

  • Accredited by CPD UK
  • Endorsed by Quality Licence Scheme
  • Learn how to evaluate a crowdfunding opportunity
  • Understand equity crowdfunding for entrepreneurs
  • Know the current state of the venture capital market
  • Learn how to choose the right venture capital
  • Understand venture capital liquidation preferences
  • Get to know venture capital term sheets
  • Learn why startups fail
  • Know how to manage the fundraising process
  • Learn how to deliver a winning presentation to investors
  • Understand startup fundraising and pitching

Why Investment Banking and Finance Course right for you?

This online course is perfect for those who want to understand the difference between a pre-money and post-money valuation, why venture capital is suitable for your business and master startup essentials such as markets, profits, business plan, capital, value, and investors. This interactive investment banking course will give you a broad understanding of equity and non-equity financing options, venture capitalists, and the pros and cons of venture capital investment. You will learn the investment stages, critical investment criteria, and extensive knowledge of venture capitalists’ sector interests.

By the end of the investment banking course, you will clearly understand venture capital, which one of them is best for your business, gain knowledge of startup essentials, equity and non-equity options, and much more.

Investment Banking and Finance Course Details

CPD Certification Service
CPD certificates are accepted by thousands of professional bodies and government regulators here in the UK and around the world. Moreover, many organisations look for employees with CPD requirements, which means, that by doing this course, you would be a potential candidate in your respective field.


Quality License Scheme Certificate (20% off)
The Quality Licence Scheme is a brand of the Skills and Education Group, a leading national awarding organisation for providing high-quality vocational qualifications across a wide range of industries.

Welcome to The Course

  • Welcome to this Course on Capital Raising for Entrepreneurs

Let’s Get Started Right Away

  • What Type of Investors are Out There
  • What is the Difference Between Venture Capital and Private Equity
  • What Stage is your Business at
  • How Much Money Should Your Raise
  • What is The Difference Between a Pre Money and Post Money Valuation

An Introduction to Startups

  • Startup Essentials – Markets
  • Startup Essentials – Profits
  • Startup Essentials – Business Plan
  • Startup Essentials – Capital
  • Startup Essentials – Value
  • Startup Essentials – Investors

Do You Really Understand Venture Capitalists?

  • Do You Really Understand Venture Capitalists
  • Do You Match Their Criteria
  • Four Key Questions to Ask
  • Understanding the Investment Process

How to Understand If You are Talking to The Right Investor

  • Introduction: Understanding Your VCs; a Case Study
  • What Type of Investor are You Talking to
  • What is their Ideal Investment Size
  • What Stage Do They Invest At
  • Stage of Business Financing from a VC Perspective
  • How Can You Define Venture Capitalists’ Sector Interest
  • What Part Does Geography Play
  • What is Meant by Style and Structure
  • What is Meant by Key Investment Criteria
  • Section Summary: Do You Understand VCs

Looking at Things From The VC Point of View

  • Thinking Like a VC – How to Evaluate Deals Like a VC
  • What Factors are Important to VCs
  • Considering Valuation from the VC Perspective
  • How do Investors Value Startups
  • How do Investors Value a Series a Investment
  • How do VCs look at Your Market
  • What do VCs Think About Your Product or Service
  • How do VCs Evaluate You and Your Management Team
  • Why is Exit Strategy Important to VCs
  • Why are Barriers to Entry Important
  • How do VCs Consider Your Competition
  • What Financial Information is Important to VCs
  • What is the Typical VC Decision Making Process
  • Project: Evaluate Your Own Startup

What Questions Should You Ask Venture Capital

  • 36 Questions to Ask a VC Overview
  • 36 Questions to Ask a VC Part 1 – Fund Profile
  • 36 Questions to Ask a VC Part 2 – Investment Style
  • 36 Questions to Ask a VC Part 3 – Deal Flow
  • 36 Questions to Ask a VC Part 4 – Process
  • 36 Questions to Ask a VC Part 5 – Structure
  • 36 Questions to Ask a VC Part 6 – Value Added

How to Email Venture Capital and Angel Investors

  • How to Write an Introductory Email to an Investor
  • The Power of Forwardable Emails
  • How NOT to Email Investors
  • How to Find an Investor Email Address (If You Don’t Have It)

What You to Know to Present Your Business to Investors

  • How to Deliver a 60-Second Pitch
  • The Sixteen Magic Words Investors Want to Hear from You
  • How to Write a One-Pager For a VC
  • Top Tips on Preparing to Pitch Investors
  • How to Prepare a Pitch Deck for an Investor
  • How to Prepare a Financing Strategy
  • Key Elements of the Financial Plan

Startup Fundraising and Pitching

  • Startup Fundraising – Getting Started
  • 19 Reasons VCs May Say No
  • Communicating Your Vision
  • The Business Plan; Overview and Communication
  • Business Plan Core Contents
  • The Financial Plan
  • Pitching Your Business
  • The Pitching Process and Investor Returns
  • Pitching Dos and Don’ts
  • Post Mortems
  • What are Investors Looking For

How to Deliver Winning Presentation to Investors

  • What do Investors Want
  • Bonus: Keys to a Successful VC Pitch
  • Outline Presentation Checklist
  • What is TAM, SAM and SOM and Why are They Important
  • AIDA – Why Pitching VCs is Like Buying a Car!
  • Selling Your Pitch
  • Pitching to Win!
  • How to Run the Meeting
  • Outline Management Presentation
  • Defending Your Plan
  • ACTIVITY: Create Your Own Presentation

Managing The Fundraising Process

  • Can You Find Me The Right Investor. An Overview of the Process
  • How do Venture Capitalists Source Deals
  • How to Find Angel Investors
  • How to Find Venture Capital Investors
  • BONUS: How to Find a Venture Capital Investor for Your Tech Company
  • What Happens Next The Investment Process
  • How to Manage The Investment Process

Venture Capital Term Sheets

  • What is a Term Sheet Part 1
  • What is a Term Sheet Part 2
  • Key Concepts in Term Sheets
  • What is a Term Sheet Trying to Achieve
  • 26 Key Components in VC Term Sheets 1 -5
  • 26 Key Components in VC Term Sheets 6 – 10
  • 26 Key Components in VC Term Sheets 11 – 15
  • 26 Key Components in VC Term Sheets 16 – 20
  • 26 Key Components in VC Term Sheets 21 – 26
  • Negotiating Term Sheets: Entrepreneurs Perspective
  • Negotiating Term Sheets: VC Perspective
  • Negotiating Term Sheets: Mutual Issues of Concern

Equity Crowdfunding for Entrepreneurs

  • What is Crowdfunding
  • The Advantages of Equity Crowdfunding for the Investor
  • The Disadvantages of Crowdfunding for the Investor

How to Evaluate a Crowdfunding Opportunity?

  • Introduction to How to Evaluate a Crowdfunding Opportunity
  • The Key Data You Need to Know for Any Opportunity
  • Evaluating the Business Summary
  • Evaluating the Financial Summary
  • Let’s Take a Look Now at Management Skills
  • Management Experience is Important as Well…
  • You Must Take a Look at the Management’s Commitment!
  • Let’s Consider the Product Now and Start with The Market…
  • So, How Unique is This Product
  • What is the Competition Like
  • Does The Product Have (All Important) Traction
  • How Profitable is the Product and Therefore the Investment
  • Let’s Take a Look at the Most Critical Factor, Cash Flow
  • Finally, Let’s See What This All Means for Your Investment Returns
  • Discover How You Can Turn This Information Into a Methodology!
  • Let’s Summarise This Section with The 10 Most Important Factors

Equity Crowdfunding for Entrepreneurs

  • Introduction
  • Why Did You Go For Equity Crowdfunding
  • What Did You Do Early on to Ensure Success
  • How Did You Go About Lining Up Your 25%
  • Did You Set About Trying to Collect Email Addresses
  • Lets Have The Investor Conversation
  • Are There Any Mistakes Looking Back You May Have Made
  • So What is It Like By The End of Week Three
  • How Does Crowdcube Get The Money to You
  • Are There Any Other Tools You Used That You can Recommend
  • Bonus: Discussion About Campaign Videos

Summary and Wrap Up

  • Course Summary And Wrap Up

This investment banking course is suitable for those who wish to gain a deep knowledge of venture capital investment, investment stages, and more. It is ideal for those who want to pursue their career in investment banking and finance.

  • There are no academic entry requirements for this investment banking course, and it is open to students of all academic backgrounds.
  • However, you are required to have a laptop/desktop/tablet or smartphone and a good internet connection.

This investment banking course assesses learners through multiple-choice questions (MCQs). Upon successful completion of the modules, learners must answer MCQs to complete the assessment procedure. In the assessment pass mark is 60%.

You can also check out our Business Accounting And Finance Course to learn how to analyse financial statements, create budgets and make informed financial decisions to drive business success.

Endorsed Certificate from Quality Licence Scheme

Endorsed Certificate
After successfully passing the MCQ exam you will be eligible to order the Endorsed Certificate by Quality Licence Scheme. The Quality Licence Scheme is a brand of the Skills and Education Group, a leading national awarding organisation for providing high-quality vocational qualifications across a wide range of industries. Besides, it will give you a competitive advantage in your career, making you stand out from all other applicants and employees. There is a Quality Licence Scheme endorsement fee to obtain an endorsed certificate which is £65.

Certificate of Achievement from Lead Academy

CPD Certificate
After successfully passing the MCQ exam, you will be eligible to order your certificate of achievement as proof of your new skill. You will get the CPD-accredited PDF certificate free of cost, which is included with the course. There is an additional fee to obtain a printed copy of the CPD-accredited certificate, which is £35.

Success Stories

Course Reviews


CPD is globally recognised by employers, professional organisations and academic intuitions, thus a certificate from CPD Certification Service creates value towards your professional goal and achievement. CPD-certified certificates are accepted by thousands of professional bodies and government regulators here in the UK and around the world.

Although QLS courses are not subject to Ofqual regulation, they must adhere to an extremely high level that is set and regulated independently across the globe. A course that has been approved by the Quality Licence Scheme simply indicates that it has been examined and evaluated in terms of quality and fulfils the predetermined quality standards.

For CPD accredited PDF certificate it will take 24 hours, however for the hardcopy CPD certificate takes 5-7 business days and for the Quality License Scheme certificate it will take 7-9 business days.

Yes, you can pay via Invoice or Purchase Order, please contact us at info@lead-academy.org for invoice payment.

Yes, you can pay via instalments at checkout.

Our platform provides easy and comfortable access for all learners; all you need is a stable internet connection and a device such as a laptop, desktop PC, tablet, or mobile phone. The learning site is accessible 24/7, allowing you to take the course at your own pace while relaxing in the privacy of your home or workplace.

No, there is no age limit for online learning. Online learning is accessible to people of all ages and requires no age-specific criteria to pursue a course of interest. As opposed to degrees pursued at university, online courses are designed to break the barriers of age limitation that aim to limit the learner’s ability to learn new things, diversify their skills, and expand their horizons.

After successfully purchasing the course, you will receive an email within 24 hours with the login details of your course. Kindly check your inbox, junk or spam folder, or you can contact our client success team via info@lead-academy.org

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