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ABOUT US
CFA Institute has approved this program, offered by The Investment Banking Institute, for 24.5 CE credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.
The Investment Banking Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.learningmarket.org.
The Investment Banking Institute Financial Modeling and Valuation Training Program has been accepted by the CFP Board for Continuing Education credit. 28.5 hours of CE credit have been granted by the CFP Board. CERTIFIED FINANCIAL PLANNERS will have their CE credit submitted automatically by providing their CFP Board ID number, and the last 4 digits of their Social Security number at the time of registration.
Please click for a selected list of corporations and universities from which students and professionals have joined IBI.
VALUE PROPOSITION: OUR TEN POINT APPROACH TO OPTIMAL TRAINING
- We offer the same financial modeling training program provided by Investment Banks, PE firms, and Hedge Funds
- We tailor resume revision, interview preparation, mock interviews, and placement to individual students
- Financial modeling and valuation analysis proficiency guaranteed after 28 hours of live training
- Our financial modeling training programs are led by seasoned investment bankers with extensive transaction experience
- We offer the longest training duration (1 full month, 28 hours of training)
- We customize your class sessions to fit your professional schedule
- You can make-up and/or re-take classes indefinitely, included in the tuition at no extra charge
- Computer laptops provided to trainees upon request
- Access to Reuters Knowledge Database through our Investment Banker Development Partnership
- Full time staff available for continued support and career advancement beyond the live training
Live training-class photo
PERSONALIZED INSTRUCTION FROM SENIOR BANKERSThe most unique aspect of our financial modeling training is the interaction with the instructor that our small classes provide. Our instructors are seasoned bankers from large, well known firms with years of experience and expertise gained from hundreds of transactions. (Please call to request the resume and transaction experience of any of our Bankers/Instructors).
As a student, you will learn firsthand every aspect of investment banking and private equity as if you were working in your first year as a financial analyst or associate. You will also learn by interacting with the instructor; you will build financial models along with the banker in the classroom. Every aspect of financial modeling will be covered, from structuring LBOs and mergers to analyzing companies using all the traditional valuation methodologies.
COURSE MATERIALS INCLUDED WITH TUITION- 4 Week IBI Financial Modeling Training: Eight 3.5-Hour Sessions taught by a Senior Banker
- CD-ROMs with all class materials and Financial Models
- Training Manuals and Case-Studies, including Distressed Security Analysis
- Detailed reusable, modifiable Excel model templates
- Prerequisite Materials sent electronically in advance
- Personalized resume and cover letter revision
- Interview preparation, career advice, and job contacts
- 200 page electronic manual, "IBI Desktop Guide to Valuation and Financial Modeling: A Practical Approach"
EACH SESSION INCLUDES THE FOLLOWING INFORMATION(All materials are submitted to trainees electronically as well as on CD-ROM upon request)- Proprietary electronic presentations outlining the structure and content of each session
- Proprietary Excel based financial models, templates and spreadsheets, including homework assignments
- SEC filings relevant to the specific Excel based financial models built in the sessions
IBI University Training
CORPORATE AND ACADEMIC ENGAGEMENTS
Below is a partial list of corporations and universities from which professionals and students have enrolled in the Investment Banking Institute's live financial modeling training programs. The list is arranged in alphabetical order by Company type and Business, Graduate or Undergraduate schools.
| CORPORATIONS |
UNIVERSITIES |
Bulge Bracket Investment Banks
- Al Rajhi Financial Services Co.
- Banco Bilbao Vizcaya Argentaria
- Barclays Capital
- Bear Stearns (now JPMorgan)
- BofA - Bank of America
- Cantor Fitzgerald L.P.
- Citigroup Inc.
- CSFB - Credit Suisse First Boston
- Deutsche Bank AG
- Dresdner Kleinwort
- Goldman Sachs Group, Inc
- HSBC Bank USA, N.A.
- JPMorgan Chase & Co.
- Lazard Ltd.
- Lehman Brothers (now Barclays)
- Mitsubishi UFJ Financial Group
- Merrill Lynch & Co., Inc.
- Morgan Stanley
- Oppenheimer & Co. Inc.
- RBC Capital Markets
- The Royal Bank of Scotland Group, plc
- Scotia Capital
- SGCIB - Societe Generale
- Smith Barney
- TD Securities Inc.
- UBS AG
Middle Market Investment Banks
- Ampersand Ventures
- Bayern LB NY
- CIT Group Inc.
- Citadel Investment Group, LLC
- Cowen and Company, LLC
- Cronus Partners LLC
- Duff & Phelps Corporation
- GMP Securities L.P.
- H.C. Wainwright & Company
- Integris Partners, Ltd.
- Jeffries & Company, Inc.
- The Jordan Edmiston Group
- Kimball & Cross Investment Management
- Mensura Capital, LLC
- NB Financial - National Bank Financial
- Nomura Holdings, Inc.
- Piper Jaffray & Co.
- Raymond James Financial, Inc.
- RBS Greenwhich Capital
- RBS Sempra
- Rodman & Renshaw Capital Group, Inc.
- Scotia Waterous
- Silicon Valley Bank - SVB Financial Group
- ThomasLloyd Group
Boutique Investment Banks
Private Equity - Venture Capital
- Acorn Capital Group
- Agilence Advisors
- AIBNY - Allied Irish Bank
- AllCapCorp - Allegiance Capital
- Alliance Asset Management, Inc
- Alothon Group LLC
- Alvarez and Marsal
- Amber Capital Investment Management
- Argentum Group
- Artha Capital Management Inc.
- Athenian Venture Partners
- Blue and Gold Ventures, LLC
- Bravia Capital Partners, Inc.
- Bridge Global Strategies LLC
- Bryant Park Capital, Inc.
- Bunker Hill Capital
- CC Hinckley Company LLC
- Cerberus Capital Management, LP
- DAC Consulting, Inc.
- Dahlman Rose & Company, LLC
- Devante Capital Inc.
- DH Capital, LLC
- DML Capital Partners, Inc.
- Dragonfly Capital Partners, LLC
- Emigrant Capital Corporation
- Environmental Capital Partners, LLC
- Evergreen Advisors LLC
- Fortress Investment Group
- Frankel Group LLC
- Galley Eco Capital LLC
- Grassroots Capital Management
- GSP Cap - Galatioto Sports Partners
- Guild Partners, LLC
- Hamilton Lane, LLC
- Hawthorne Corporation
- HG Private Equity Fund
- Houlihan Lokey
- HPC Capital Management Corporation
- HT Capital Advisors, LLC
- Kingsmill Capital Partners, Inc.
- Lineage Capital, LLC
- Lindsay Goldberg LLC
- M & A Capital Group, LLC
- Maxim Group LLC
- Midtown Partners & Co. LLC
- New Capital Partners
- Pegasus Capital Advisors, LP
- Petro Capital Advisors LLC
- Provident Group
- Rosemont Solebury Capital Mgmt
- Quilvest Group
- Sawaya Segalas & Co. LLC
- Solar Power Partners Inc.
- Sovereign Investment Company
- Valiant Partners Co., Ltd.
- Viking Asset Management, LLC
- Vulcan Capital Inc.
- Wolfensohn & Company
- Yorkville Advisors LLC
- Zephyr Management, L.P.
Hedge Funds and Asset Management
- Avenue Capital Group
- Amber Capital LP
- BCG Securities, Inc.
- Blackrock, Inc.
- Cincinnati Asset Management, Inc.
- Five Mile Capital Partners LLC
- GASY Investment Company
- Hotchkis and Wiley Capital Mgmt, LLC
- HT Capital Management Ltd
- Lombard Capital Management, LLC
- Man Investments, Inc.
- McLean Budden Limited
- Newberger Berman Group LLC
- Newbrook Capital Advisors LP
- Owl Creek Asset Management LP
- Performance Equity Management, LLC
- Perella Weinberg Partners
- Ramius LLC
- Rochdale Securities LLC
- State Street Capital Markets LLC
- Tiedemann Wealth Management
- The Vanguard Group, Inc.
- Weston Capital Asset Management LLC
- York Capital Management, LLC
Advisory and Consulting
- Booz Allen Hamilton
- The Boston Consulting Group
- Bowne & Co., Inc.
- Brendan Wood International
- Capital Strategies - Capstrat
- Cedar Capital LLC
- Conifer Securities, LLC
- CRA International
- Deloitte & Touche LLP
- Eisner LLP
- Ernst & Young
- Eventus Group
- Friedman LLP
- FundQuest Inc.
- Glass, Lewis & Co.
- Grameen Foundation
- Grant Thornton LLP
- KPMG LLP
- McKinsey & Company
- MJT Consulting
- PAC Management & Consulting, Inc.
- Pison Consulting Co., Inc.
- PWC - PricewaterhouseCoopers
- Rudoeu Consulting
- Spring Ventures Inc.
- The Thorton Group, Inc.
- Traxi LLC
- Weiser LLP
- WM Partners LLP
- Zolfo Cooper
Real Estate Investment and Development
- The Barone Group
- Benenson Capital Partners, LLC
- Cadillac Fairview Corporation Ltd
- Cammeby's International Ltd
- Capital Realty Investors, LLC
- Cedar Capital Partners
- Centerline Capital Group
- Clearview Operating LP
- The Durst Organization
- HG Capital, LLC
- Investor Financial Corporation
- Madison Marquette
- Providence Group LLC
- Vulcan Real Estate
Commercial Banks
- ABN Amro
- Barclays Group
- Bank of New York Mellon Corporation
- BPD Bank
- Citibank
- Countrywide Financial Corporation
- Emigrant Savings Bank
- Israel Discount Bank of New York
- Lloyds Banking Group
- MB Financial Bank, N.A.
- NeXerra Financial Services, Inc.
- RBC - Royal Bank of Canada
- TwinStar Credit Union
- USBank - U.S. Bancorp Investments, Inc.
- Wachovia Corporation
- Wells Fargo
- Whitney National Bank
Insurance and Reinsurance
- AIG - American International Group, Inc.
- Aon Corporation
- Guarantee Life Insurance Corporation
- ING Group
- KBC Group
- Liberty Mutual Insurance Company
- Manulife Financial
- Northwestern Mutual Life Insurance
- Q Capital Strategies, LLC
Industrial - Technology - Life Sciences
- Altair Nanotechnologies, Inc
- Atlantic Industrial
- Calpine Corporation
- CCA Inc
- Cisco Systems, Inc.
- The Coca-Cola Company
- Cryogas Engineering LLC
- Deluxe Entertainment Services Group Inc.
- Eco-Tech Solutions Inc.
- EMC Corporation
- Emprise Consulting, LLC
- Enablx, Inc.
- Enserco Energy Inc.
- ESPN International
- GE - General Electric Company
- Gemini Tankers LLC
- Genzyme Corporation
- GMX - Global Mail Exchange
- Henry Schein, Inc.
- Hunt Oil Company
- ITOCHU Corporation
- Kuhn Brothers
- Lafarge
- Lockheed Martin Corporation
- Louis Dreyfus Group
- The Miner Corporation
- Mitsubishi Corporation
- Neohapsis, Inc.
- Neos Energy LLC
- Nokia Corporation
- Novartis AG
- Ovation Pharmaceuticals, Inc.
- Research in Motion RIMM
- Rio Technical Services, Inc.
- Salesforce.com CRM
- SauNau, Inc.
- Shell Oil Company
- Siemens AG
- Sony Corporation
- Sympatico
- Terranova Systems Inc.
- United Parcel Service, Inc.
- Xerox Corporation
Professional Services
(Law, Search, and Ratings Agencies)
- Aerotek
- Arora Group
- Baum, Stevens Inc
- Cravath, Swaine, & Moore LLP
- Dow Jones & Co., Inc.
- Forrester Research, Inc.
- Gibson, Dunn, & Crutcher LLP
- Jones Day
- Killeen & Stern, PC
- K&L Gates LLP
- Mergermarket Limited
- Moody's Investors Service
- The Revelation Law Firm
- Ropes & Gray LLP
- Russell Stephens LLC
- PR Financial Marketing LLC
- Skadden, Arps, Slate, Meagher & Flom
- Standard & Poor's Financial Services LLC
- Thomson Reuters
- Webber Chase
- Weil, Gotshal & Manges LLP
- Whitney Group
Government & Regulatory Agencies
- FINRA - Financial Industry Regulatory, Inc.
- FDIC - Federal Deposit Insurance Corporation
- International Finance Group
- The United Nations
- The United States Army
- US Department of the Treasury
- World Bank Group
|
Business and Graduate Schools
- Alabama A&M - School of Graduate Studies
- Arizona - W.P. Carey School of Business
- Babson - F.W. Olin Graduate School of Business
- Bard College Graduate School
- Baruch - Zicklin School of Business - Graduate
- Bentley - McCallum Graduate School of Business
- Binghamton University Graduate School
- Boston College Graduate School
- Boston University Graduate School
- Brigham Young - Marriot School of Management
- Brooklyn Law School
- Bryant University - Graduate School of Business
- Cal Poly - Research and Graduate Program
- California, Berkeley - Haas School of Business
- California, San Diego - Graduate School
- California, Santa Barbara - Gevirtz Graduate
- University of Cambridge
- Carnegie Mellon - Tepper School of Business
- Case Western Reserve - Graduate School
- Clark University Graduate School of Management
- Clarkson - Business - Graduate Program
- University of Chicago - Booth School of Business
- Columbia University Business School
- Cornell University - The Johnson School
- Dartmouth College - Amos Tuck Business
- Drew - Caspersen School of Graduate Studies
- Drexel - Bennett S. LeBow College of Business
- Duke University - Fuqua School of Business
- Duquesne - John F. Donahue Graduate Business
- Emory University - Goizueta Business School
- University of Florida Graduate School
- Fordham - Graduate School of Business
- George Washington University, Business
- Georgetown - McDonough School of Business
- Georgia Southern - Jack N. Averitt College
- University of Hartford - Barney School of Business
- Harvard Business School
- Hofstra University - Frank G. Zarn Business
- Howard University - Graduate School
- Indiana University - Kelley School of Business
- INSEAD Business School of the World
- Iona College - Hagan School of Business
- Iowa State University - College of Business
- Ithaca College - School of Business
- Johns Hopkins - Carey Business School
- Kent State - Graduate School of Management
- Keller Graduate School of Management
- LaSalle University - School of Business
- Lehigh - College of Business and Economics
- London Business School
- London School of Economics
- Loyola, Chicago - Graduate School of Business
- Maryland - Robert H. Smith School of Business
- Massachusetts at Lowell - Graduate School
- Mass Institute of Tech (MIT), Sloan MBA
- McGill - Graduate and Postdoctoral Studies
- Michigan State - Eli Broad Graduate School
- Michigan Technological - School of Business
- Morgan State - Earl G. Graves Business
- New Hampshire - Whittemore School of Business
- New York Law School
- UNC at Chapel Hill - Kenan-Flagler Business
- Northeastern - College of Business Administration
- Northwestern - Kellogg School of Management
- NYU - Stern School of Business
- Ohio State University - Fisher College of Business
- Pace University - Lubin School of Business
- University of Pennsylvania - The Wharton School
- Pennsylvania State University -Graduate School
- Pepperdine - Graziadio School of Business
- Princeton - The Bendheim Center for Finance
- Richard Ivey School of Business
- Richmond University - London
- RIT - Philip Saunders College of Business
- Rochester - Simon School of Business
- Roger Williams - Gabelli School of Business
- Rutgers University, School of Business
- Sacred Heart - John F. Welch Business
- Seton Hall University - Stillman Business
- University of Southern California - Graduate
- Southern Methodist University - Cox Business
- Stanford University - Graduate School of Business
- Stony Brook University - Graduate School
- SUNY - Graduate Studies at Multiple Locations
- Syracuse University Graduate School
- Texas at Austin - McCombs School of Business
- Tufts - Graduate School of Arts and Sciences
- University of Toronto - Rotmon Management
- UCLA, Anderson School of Management
- Vanderbilt - Owen Graduate School
- University of Vermont - Graduate College
- Villanova University - School of Business
- Washington University, St. Louis - Olin Business
- University of Waterloo (Canada) - Graduate
- Wesleyan College - Graduate Programs
- Wisconsin - Sheldon B. Lubar School of Business
- Yale University School of Management
- Yeshiva University - Sy Syms School of Business
Undergraduate Schools
- University of Akron
- Alabama A&M University
- Amherst College
- Arizona State University
- Babson College
- Bard College
- Barnard College
- Baruch College
- Bates College
- Baylor University
- Bentley College
- Berkeley College
- Binghamton University
- Boston College
- Boston University
- Bowdoin College
- Brigham Young University
- Brown University
- Bucknell University
- California Polytechnic University, San Luis Obispo
- University of California, Berkeley
- University of California, Irvine
- UCLA
- University of California, Riverside
- University of California, San Diego
- University of California, Santa Barbara
- Caldwell College
- Carleton University
- Case Western Reserve University
- Cedarville University
- University of Chicago
- The Citadel
- Claremont McKenna College
- Clark University
- Clarkson University
- Colgate University
- Columbia College
- Concordia College
- University of Connecticut
- Cornell University
- Dartmouth College
- University of Delaware
- Dickinson State University
- Drew University
- Drexel University
- Duke University
- Duquesne University
- Elmhurst College
- Emerson College
- Emory University
- Fairfield University
- University of Florida
- Fordham University
- George Washington University
- Georgetown University
- Georgia Southern University
- University of Guelph
- Hamilton College
- University of Hartford
- Harvard University
- Hofstra University
- Holy Cross College
- University of Houston
- University of Illinois
- Illinois Wesleyan University
- Indiana University
- University of Iowa
- Iowa State University
- Ithaca College
- James Madison University
- The Johns Hopkins University
- Johnson & Wales University
- Kent State University
- La Salle University
- Lafayette College
- Lehigh University
- London Business School
- Long Island University
- Loyola University, Chicago
- Macaulay Honors College
- Manhattan College
- University of Maryland at Baltimore
- University of Maryland at College Park
- Marymount College
- University of Massachusetts Amherst
- University of Massachusetts at Lowell
- MIT - Massachusetts Institute of Technology
- McGill University, Canada
- Miami University of Ohio
- University of Michigan
- Michigan State University
- Michigan Technological University
- Middlebury College
- Mills College
- University of Minnesota
- UNC - University of North Carolina, Chapel Hill
- UNH - University of New Hampshire
- SUNY - Albany
- SUNY - Binghamton
- SUNY - Buffalo State
- SUNY - Cortland
- SUNY - Elmhurst
- SUNY - Geneseo
- SUNY - Stony Brook
- Northeastern University
- Northern Illinois University
- Northwestern University
- University of Notre Dame
- NYU - New York University
- The Ohio State University
- University of Ontario
- University of Ottawa
- Pace University
- University of Pennsylvania
- Penn State - The Pennsylvania State University
- Pepperdine University
- Princeton University
- Providence College
- Purdue University
- Quinnipiac University
- RPI - Rensselaer Polytechnic Institute
- Regis College
- Rice University
- Richmond University - London
- Rochester Institute of Technology
- Roger Williams University
- Rutgers University
- Ryerson University
- Sacred Heart University
- Saint John's University, Collegeville Minnesota
- USF - University of San Francisco
- Santa Clara University
- Seton Hall University
- Skidmore College
- Smith College
- USC - University of Southern California
- Southern Methodist University
- Stanford University
- Stevens Institute of Technology
- Swarthmore College
- Syracuse University
- Temple University
- University of Tennessee, Knoxville
- University of Texas at Arlington
- University of Texas at Austin
- Texas Christian University
- University of Toronto
- Trinity College
- Tufts University
- Tulane University
- Union University
- Vanderbilt University
- Vassar College
- University of Vermont
- Villanova University
- UVA - University of Virginia
- Wake Forest University
- Washington University in St. Loius
- Washington and Lee University
- University of Waterloo (Canada)
- Winston-Salem State University
- University of Wisconsin, Milwaukee
- Wellesley College
- Wesleyan College
- University of Western Ontario
- Wheaton College
- University of Wisconsin Milwaukee
- Yale College
- Yeshiva University
- York University
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Live training-class photo
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