Top global bank jobs: CITCO, UBS, CITI
Avg salary: 8 Lacs p.a.
Duration: 9 months
Global recognition (CISI): Approved by 60+ regulators
100% Placement Assured
Certificate from a chartered institute in just 9 months
About The Investment Banking Course
Why Choose the IBOC Program?
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.
Globally Recognized Qualification
Comprehensive Coverage
Expert-Led Learning
Practical & Relevant
Global Career Scope
Flexible Learning
Career Recognition
Career path after Investment Banking Operations course
Why To Choose FPA for Investment Banking course
Weekend & Weekday Classes
Post Placement Mentorship
100% Placement Assured
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
End to end Learning Support
Weekend & Weekday Classes
Post Placement Mentorship
100% Placement Assured
Live Interactive Classes with Unlimited Access to Recorded Lectures
Eligibility Criteria for Investment Banking Operation course
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
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
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
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
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
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
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
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
Generative AI for Automation
- Introduction to Generative AI & ChatGPT
- DeepSeek for Customization & Gamma AI for PPTs
- AI Macros in Excel & PPT + Real-World Applications
IFRS / US GAAP
- IFRS 9: Financial Instruments
- IFRS 15: Revenue from Contracts with Customers
- IFRS 16: Leases
- IFRS 3: Business Combinations
Excel Mastery Workshop
- Excel Essentials (Basics)
- Data Handling & Visualization (Intermediate)
- Advanced Excel Functions
- Data Analysis & Automation Tools
- Real-World Financial Applications
Our Mentors
Yukti Gala CFP®
Kirtan Shah CFP®
Jeetendra Peswani CFP® & CFA
Kirtan Shah CFP ®
Industry Mentor
CEO & Co-Founder FPA Edutech
Our Placements
Success Story
Rohan Yadav
CISI
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.
Ritu Yadav
CISI
It was my pleasure to get the chance to learn from Syed sir. He has Dynamic personality with an immense knowledge of the finance industry. I got to learn many things during the sessions of Syed sir. The most interesting part is Homework. Homework given in the sessions is very useful and we have to research a lot to do that.
Soyal Pagare
CISI
I am having a great experience with FPA. The course is very well-organized, and the material covered was both comprehensive and easy to understand. The instructors were knowledgeable and supportive, always available to answer questions and guide us through any difficult concepts. What I really appreciated was the practical approach of the lessons, which helped me connect theory to real-world applications, especially relevant to my career goals. The resources provided were helpful, and interactive.
Ranjit Atpadkar
CISI
I am incredibly grateful to FPA Edutech for their unwavering support and guidance throughout my exam preparation and Interview process. A special shoutout to Syed Sir for his exceptional mentoring and insightful feedback, which gave me the confidence to succeed in the interview. I also want to express my heartfelt gratitude to my counselor, Rumsha Ma'am and My coordinator Tejaswi Ma'am, for their continuous support, especially during the mock exams and their guidance in preparing me for the selection process.
Arati Patel
CISI
I'm Grateful that Syed Jafri sir trained me in investment banking, and it was a transforming experience for me. His knowledge, excellent explanations, and continuous support improved my grasp of the subject tremendously. I strongly recommend Syed as a mentor to anyone aspiring to a career in investment banking.
Laxmi Kumari
CISI
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. Highly recommended !!
Anusha Salgare
CISI
"We were fortunate to have @Syed Jafri, ICA, as our mentor for Investment Banking. His teaching imparted invaluable foundational insights. I cherish his wisdom: 'Strong basics, a life well-grounded.' Thank you, sir."
Ragini Mishra
CISI
I had an excellent experience with FPA Edutech while pursuing my CISI course. The course content was comprehensive and well- structured, making complex topics easy to understand. The guidance provided for placement was equally impressive, FPA Edutech goes above and beyond to ensure that students are well-prepared for job opportunities, offering valuable insights into the financial industry. Special thanks to my mentor, Syed Jafri, whose expertise and support played a crucial role in my learning journey.