Investment Banking Course in Mumbai | CISI Course Details & Fees: FPA Edutech

Invest in your future with our Investment Banking Operations course and Learn the Skills that drive Global Financial Markets

3 to 6 Months

Offline/Online Classes

85% Passing Rate

Avg Salary 4,50,000

Greater Job Prospects And Higher Stability

Jobs in Global Investment Banking Operation

About The Investment Banking Course

Why CISI qualifications?

We offer a range of qualifications which are designed for you to learn and enter the financial services sector. Our well received study pathways in Operations, Wealth Management, Compliance/Risk, Capital Markets/Corporate Finance, Financial Planning and Islamic Finance, will provide you the specialist understanding needed to start out and progress in your chosen discipline.

Written by practitioners

India focused study material

Globally portable

Remote learning

Recognition and employability

Practical and relevant

Instant results with computer based testing

Specialist knowledge

Career path after Investment Banking Operations course

Why To Choose FPA for Investment Banking course

100 Hours Of Classroom Training

Weekend & Weekday Classes

Post Placement Mentorship

100% Placement Assistance

Live Interactive Classes With Unlimited Access To Recorded Lectures

Highly Qualified Faculties

Weekly Mock Test With Personalised Doubt Solving & Mentorship

Soft Skill & Interview Preparation Training

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100 Hours Of Classroom Training

Weekend & Weekday Classes

Post Placement Mentorship

100% Placement Assistance

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Live Interactive Classes With Unlimited Access To Recorded Lectures

Highly Qualified Faculties

Weekly Mock Test With Personalised Doubt Solving & Mentorship

Soft Skill & Interview Preparation Training

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Eligibility Criteria for Investment Banking Operation course

-Any candidate is eligible to appear for the IBO exam if he/she has cleared 12th in India (or Associate Degree outside India)

Investment Banking Operations Course Syllabus

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

Global Securities Operations

  • Securities
  • Main Industry Participants
  • Settlement Characteristics
  • Other Investor Services
  • Aspects of Taxation
  • Risk
  • Exam Standard Mocks Practice

Operational Risk

  • Risk Basics
  • Other Major Risks
  • The Nature of Operational Risk The Causes and Impacts of Operational Risk
  • Operational Risks Arising in the Trade Cycle
  • The Support and Control Functions
  • Operational Risk in the Regulatory Environment
  • Exam Standard Mocks Practice

Gen AI

Generative AI for Investment Banking Content Creation & Automation

Session 1: Introduction to Generative AI & ChatGPT

  • What is Generative AI? Overview & Use Cases
  • Basics of ChatGPT: How It Works & Prompt Engineering
  • Creating High-Quality Content: Blogs, Emails, & Social Media
  • Automating Reports & Business Communication with AI

Session 2: DeepSeek for Customization & Gamma AI for PPTs

  • DeepSeek AI: Customising Content (Tone, Style, Audience)
  • AI-Generated PPTs using Gamma AI
  • Enhancing Presentations: AI-Driven Formatting & Structuring
  • Case Study: AI-Powered Business Reports & Marketing Pitches

Session 3: AI Macros in Excel & PPT + Real-World Applications

  • AI-Driven Macros in Excel & PowerPoint: Automating Repetitive Tasks
  • Data Analysis with AI-Powered Excel Macros
  • AI for Report Generation & Data Storytelling
  • End-to-End AI Workflow for Content Creation & Automation

Additional Skills

  • Business Communication and ethics
  • Professional Email Writing Professional PPT
  • Advance Excel (Macro Coding) Self Learning
  • Python for Finance Self Learning
  • Personal Branding
  • Linkedin Profile Optimization
  • Mocks Interview Preparation Industry Mentors Interactions

Our Mentors

CA Pranit Jain
Syed Jafri – ICA
Head Faculty
Worked at HSBC & Northern Trust Corporation
Jeetendar Peswani - FPA

Yukti Gala CFP®

Industry Mentor
Worked with Anand Rathi Private Wealth
Kirtan Shah - CFP

Kirtan Shah CFP®

Industry Mentor
CEO & Co-Founder FPA Edutech
Jeetendar Peswani CFP

Jeetendra Peswani CFP® & CFA

Associate Professor
CFA Charterholder | Worked at Morningstar
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Kirtan Shah CFP ®

Industry Mentor

CEO & Co-Founder FPA Edutech

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Yukti Gala CFP®

Industry Mentor

Worked with Anand Rathi Private Wealth

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Jeetendra Peswani CFP® & CFA

Associate Professor | CFA Charterholder

Worked at Morningstar

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Syed Jafri – ICA

Head Faculty

Worked at HSBC & Northern Trust Corporation

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