Investment Banking Course in Mumbai | CISI Course Details & Fees: FPA Edutech
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Launch Your
Investment Banking Career with IBOC

Learn the skills that drive global financial markets and get CISI certified.

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Our Alumni Work at 200+ Companies Worldwide

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COURSE OVERVIEW

Everything You Need to Know About IBOC

The Investment Banking Operations Certificate (IBOC) by FPA Edutech is an industry-recognized program aligned with the CISI’s International Introduction to Securities & Investment (IOC) qualification. It prepares learners for global roles in financial operations, accounting, and reporting, combining international certification with practical, job-focused learning.

Who Can Apply?

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Any candidate who has cleared 12th in India (or an Associate Degree outside India) is eligible to appear for the IBO exam.

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9 Month
Program

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Top Global Bank Jobs: CITCO, UBS, etc

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Globally Approved by 60+ Regulators

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100% Placement Assured

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Average Salary 8,00,000 LPA

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CISI Certified Professional

WHY CHOOSE FPA

Why FPA Edutech
For Your IBOC Journey?

From expert faculty to guaranteed placement, FPA is built to get you certified.

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Weekend & Weekday Classes

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Post Placement Mentorship

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100% Placement Assistance

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Live Classes & Recorded Access
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Highly Qualified
Faculties

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Weekly Mocks & Doubt Solving

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Soft Skill & Interview Training

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End to End Learning Support

CAREER PATH

What You’ll Study in IBOC

From foundational securities knowledge to global operations
and beyond, see where IBOC takes your career.

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COURSE CURRICULUM

What You’ll Study in IBOC

3 Modules — each building on the last, with increasing depth and specialisation.
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Part 1 Introduction to Securities & Investment (International)
  • Introduction
  • Economic Environment
  • Equities/Stocks
  • Bonds
  • Other Financial Assets
  • Derivatives
  • Investment Funds
  • Financial Services Regulation
  • Other Financial Products
  • Financial Advice
  • Exam Standard Mocks Practice
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Part 2 Global Securities Operations
  • Securities
  • Main Industry Participants
  • Settlement Characteristics
  • Other Investor Services
  • Aspects of Taxation
  • Risk
  • Exam Standard Mocks Practice
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Part 3 End-to-End Fund Accounting
  • Foundation of Fund Accounting & Financial Instruments
  • Mutual Fund Accounting
  • Hedge Fund Accounting
  • Private Equity Fund Accounting
  • Real Estate Fund Accounting
  • Financial Reporting
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Part 4 Foundation of Fund Accounting & Financial Instruments
  • Fund Accounting vs. Corporate Accounting
  • Core Terminology: NAV, AUM, Units, Accruals, Subscriptions, Redemptions
  • Key Stakeholders: Fund Manager, Custodian, Transfer Agent, Administrator, LPs & GPs
  • Fund Structures: Open-ended, Closed-ended, Master-Feeder Models
  • Instruments: Equity, Bonds, Money Market, Derivatives
  • Recognition of Interest, Dividends & Capital Gains
  • Corporate Actions: Dividends, Splits, Bonus, Rights, Mergers
  • Accounting Basics: Journal Entries, Trial Balance, P&L, Balance Sheet
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Part 5 Mutual Fund Accounting
  • Mutual Fund Structure & Operations: Types, Ecosystem, Subscription/Redemption Flow, NAV Timings
  • Accounting & NAV Calculation: Income & Expense Recording, Fee Accruals, Valuation, NAV Controls, Excel Simulation
  • Reconciliations & Financial Statements: Bank, Position & Trade Reconciliation, Trial Balance Mapping
  • Reporting & Compliance: Daily NAV Publication, Internal Controls, Auditor Role
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Part 6 Hedge Fund Accounting
  • Overview: Strategies, Key Parties, Capital Calls, Subscriptions & Distributions
  • Accounting, Valuation & NAV Calculation: Income, Expenses, Fees, Hurdle Rate, High-Water Mark, Valuation Adjustments, Excel Simulation
  • Reporting & Compliance: Statements, Profit Allocation
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Part 7 Private Equity Fund Accounting
  • Overview & Fund Lifecycle: PE vs Hedge Fund Structures, Fundraising to Exit
  • Capital Calls & Distributions: Journal Entries, Timing, Reconciliations
  • Waterfall & Carried Interest Calculations: Preferred Return, IRR, MOIC, DPI, TVPI
  • Valuation & Reporting: ASC 820/IFRS 13, DCF, Comparable Methods
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Part 8 Real Estate Fund Accounting
  • Real Estate Fund Structures: Open/Closed-ended, REITs, SPVs
  • Property-level Accounting: Rent Roll, Lease Accounting, Depreciation
  • Fund-Level Accounting & NAV: Fund vs SPV Books, Valuation, Cash Flow Reconciliation
  • Valuation & Metrics: NOI, Cap Rate, IRR, Fair Value Adjustments
  • Financial Statements: Consolidation, GAAP/IFRS Presentation, Investor Reporting
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Part 9 Financial Reporting
  • Introduction to Financial Reporting: IFRS vs US GAAP, Purpose, Role of Auditors
  • Framework & Authority of US GAAP: FASB, ASC Codification, Conceptual Framework
  • Components of Financial Statements: Balance Sheet, Income Statement, Cash Flow, Equity
  • Preparation: Revenue Recognition (ASC 606), PPE, Intangibles, Ratios & Trend Analysis
  • Capstone Project: Prepare Financial Statements under US GAAP using Excel
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Part 10 Generative AI for Automation
  • Introduction to Generative AI & ChatGPT
  • DeepSeek for Customization & Gamma AI for PPTs
  • AI Macros in Excel & PPT + Real-World Applications
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Part 11 IFRS / US GAAP
  • IFRS 9: Financial Instruments
  • IFRS 15: Revenue from Contracts with Customers
  • IFRS 16: Leases
  • IFRS 3: Business Combinations
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Part 12 Excel Mastery Workshop
  • Excel Essentials (Basics)
  • Data Handling & Visualization (Intermediate)
  • Advanced Excel Functions
  • Data Analysis & Automation Tools
  • Real-World Financial Applications
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Students Trained

Years of Excellence

Batches Completed

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LEARN FROM THE BEST

Meet Your Mentors.

Our mentors have worked at the firms you want to work at and bring that experience into every class.

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Syed Jafri – ICA

Head Faculty
Worked at HSBC & Northern Trust Corporation
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Yukti Gala CFP®

Head Faculty
Worked with Anand Rathi Private Wealth
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Kirtan Shah CFP®

Industry Mentor

Founder & CEO, Credence Wealth Advisors

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Jeetendra Peswani CFP® & CFA

Head Faculty
CFA Charterholder | Worked at Morningstar

STUDENT SUCCESS STORIES

See What Our
Students Have to Say

Real stories from students who transformed their career goals into results with FPA.

Jash Kriplani - CFP® - Certified Financial Planner

Jash Kriplani

CFP® - Certified Financial Planner
"Clearing CFP with FPA's guidance was a turning point in my career. The faculty support and structured approach made all the difference."
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Jash Kriplani

CFP® - Certified Financial Planner
"Clearing CFP with FPA's guidance was a turning point in my career. The faculty support and structured approach made all the difference."
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Jash Kriplani

CFP® - Certified Financial Planner
"Clearing CFP with FPA's guidance was a turning point in my career. The faculty support and structured approach made all the difference."

Clarity Changed Everything!

“I'm immensely thankful to Syed Jafri Sir for his transformative guidance in investment banking. His expertise, clarity, and unwavering support significantly enhanced my understanding of the field. I wholeheartedly recommend Syed as a mentor for aspiring investment bankers.”

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Rohan Yadav

CISI
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Placed With Confidence!

"My experience with FPA Edutech was excellent. The CISI course was comprehensive and well-structured. The placement guidance was equally impressive. Special thanks to Syed Jafri Sir, whose expertise and support played a crucial role in my learning journey."

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Ragini Mishra

CISI
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Theory Into Practice!

"FPA has been a great experience. The course is well-organized, comprehensive and easy to understand. The instructors are knowledgeable and always available. What I loved most was the practical approach that helped me connect theory to real-world applications."

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Soyal Pagare

CISI
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Grasp Improved Tremendously!

"Syed Jafri Sir trained me in investment banking and it was truly transforming. His knowledge, excellent explanations, and continuous support improved my grasp tremendously. I strongly recommend Syed as a mentor to anyone aspiring to a career in investment banking."

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Arati Patel

CISI
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Cracked The Interview!

"Incredibly grateful to FPA Edutech for their support throughout my exam prep and interview process. Syed Sir's mentoring gave me the confidence to succeed. Big thanks to Rumsha Ma'am and Tejaswi Ma'am for their guidance during mock exams and selection."

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Ranjit Atpadkar

CISI
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Strong Basics Built!

"We were fortunate to have Syed Jafri, ICA, as our Investment Banking mentor. His teaching gave us invaluable foundational insights. I truly cherish his wisdom: 'Strong basics, a life well-grounded.' Thank you, Sir."

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Anusha Salgare

CISI
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Research Pushed Me!

"Learning from Syed Sir was a pleasure. He has a dynamic personality with immense finance industry knowledge. The sessions were engaging and the homework was especially useful, pushing us to research and think deeper every single time."

Ritu Yadav

CISI
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Expectations Fully Exceeded!

"I recently joined the CISI course and it's exceeding my expectations. My counselor Rumsha played a pivotal role from day one, explaining how this course will help me in both career and knowledge. Highly recommended for anyone starting out!"

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Laxmi Kumari

CISI
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Cleared CISI Level 1, First Attempt!

"I started my financial learning journey through the CISI IOC program with FPA Edutech ,and my experience so far has been very positive. The course content is clear and relevant for building a strong foundation in finance.
The mentors are supportive and always ready to clear doubts, which makes learning easier. I also cleared CISI Level 1 on my first attempt, and the regular mock tests and revisions really helped.
Additionally, the institute is putting in genuine effort when it comes to placements, actively working to connect students with opportunities in reputed companies."

R Rani Hemavarsha

CISI
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Learning That's Never Boring!

"I have been a part of FPA (IBOC) for over 3 months now. The learning experience has been really amazing, interesting, engaging, and never boring. I’m enjoying the journey and continuing to learn every day..
Thank you for making learning easy clear and enjoyable"

Rajiv

CISI
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Successfully completed CISI Level 1

"I'm immensely grateful for the support and guidance during my CISI course. Successfully completed Level 1, thanks to Mr. Syed Jafri's coaching and Ms. Ariana Bastos's assistance in job placement. Thank you all for your dedication!"

Adarsh Rottellu

CISI
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Exceeding Every Expectation!

"I recently joined CISI Course and i wanted to take a moment to share my experience. When i first enrolled i had a high exceptions regarding the depth of knowledge I would gain because this course is something very new for me. And I am happy to say that the course is exceeding my expectations in many ways. My counselor Rumsha played a pivotal role, from the beginning, she took time and explained me how this will help me in every role of my life whether it is in my career or knowledge. The support I received from the FPA team is exceptional."

Lakshmi Kumari

CISI
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Practical Learning, Real Impact!

"Syed Sir has a great approach to teaching the CISI course, emphasizing practical applications that enhance understanding. His detailed explanations likely help students grasp complex concepts better. Counsellor Ramsha Ma'am is supportive and readily available to assist students. Having such dedicated educators can really make a positive impact on the learning experience."

Kanchan Mahida

CISI
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Not Sure If This
Course Is Right For You?

Our academic counsellors have guided 10,000+ students to make the right choice.
Get a free, no-obligation session personalised to your goals and background.

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FAQS

Frequently Asked Questions

What is the IBOC certification?
The Investment Banking Operations Certificate (IBOC) by CISI (Chartered Institute for Securities & Investment, UK) is a globally recognized qualification for professionals entering the investment banking and capital markets space. FPA Edutech is an authorized CISI training center in India.
What is the IBOC course fee at FPA?
IBOC coaching at FPA Edutech runs for 6 months with 3 CISI exams. Coaching fees and CISI exam registration fees are separate — contact FPA Edutech for current pricing. A career-focused career counseling session is available free.
Who should do the IBOC course?
Graduates or final-year students interested in back-office and operations roles at investment banks, stockbroking firms, and capital market firms. Also suited for professionals already working in banking operations seeking a formal qualification.
What jobs does IBOC certification lead to?
IBOC/CISI certified professionals work in investment banking operations, settlements, trade processing, compliance, risk, and regulatory reporting at investment banks and broking firms. FPA’s IBOC graduates have been placed at Goldman Sachs, Sykes & Ray, and major broking firms.
Is IBOC better than MBA Finance for investment banking?
For operations and middle-office roles in investment banking, IBOC is a faster (6 months) and more specialized path than an MBA Finance. MBA is preferred for front-office roles (sales, trading, M&A advisory). FPA advises based on your specific career goal.
What is CISI certification in India?
CISI (Chartered Institute for Securities & Investment) is a UK-based professional body for capital markets and investment banking professionals. The IBOC program at FPA is CISI-certified, providing international recognition. CISI has over 40,000 members in 100+ countries.
What is the starting salary in investment banking India?
Entry-level investment banking operations roles in India typically pay Rs 4–8 lakhs per annum. Front-office roles at top banks pay Rs 12–25 lakhs+ for fresh graduates. FPA’s IBOC program prepares students for both operations and front-office tracks.