Overview

Recommended Prep Courses

These preparatory courses are optional, but we recommend you complete the stated prep course(s) or possess the equivalent knowledge before enrolling in this course:
  1.  Introduction to 3-Statement Modeling
  2.  Introduction to Business Valuation

Powerpoint & Pitchbook Course Overview

Learn the most advanced functions, tips, and best practices for presentation design to be a distinguished PowerPoint user. This tutorial is designed specifically for financial analysts who need to create PowerPoint presentations, mainly in the form of pitchbooks. This is a classic skillset for Analysts who need to make world-class presentations. This advanced PowerPoint tutorial will help you become a world-class financial analyst for careers in investment banking, private equity, corporate development, equity research, and FP&A.  By watching the instructor build the pitchbook right on your screen, you can easily pause, rewatch, and repeat exercises until you’ve mastered them. Investment Banking PowerPoint Crash Course

 

Contents of the PowerPoint & Pitchbook Course

This Investment Banking PowerPoint crash course starts with a classic example of a “bad” presentation and quickly dives into using PowerPoint functions to improve the presentation to systematically make it “good”. This course focuses on two types of presentations: distributed presentations, where the presentation is printed or distributed electronically, and live presentations, with a speech accompanying the presentation. The main content covered in the pitchbook section includes:
  • Theme colors
  • Slide master
  • Gridlines and guides
  • Formatting text boxes
  • Formatting shapes and lines
  • Inserting tables and charts from Excel
  • Alignment
  • Creating a timeline
  PowerPoint Tutorial on Pitchbooks   The main content covered in the live presentation section includes:
  • Inserting a background picture
  • Inserting a color filter
  • Crop images to shapes
  • Icons and transparent logs
  • Slide transitions
  • Animation
  Learn PowerPoint

For further CPE information, please read before purchasing: https://value-spin.live/about/cpe-information/%3C/a%3E Register now for our PowerPoint tutorial course and become a power user!  For anyone working in investment banking, equity research, corporate development, financial planning and analysis (FP&A), this class will give you the confidence you need to be a leader in performing financial analysis at your organization.   PowerPoint Tutorial

PowerPoint & Pitchbooks Learning Objectives

  • Learn everything you need to be a world-class financial analyst
  • Learn how to make world-class presentations from scratch
  • Master advanced functions in PowerPoint
  • Create beautiful presentations, including beautiful tables, charts, and graphs
  • Follow easy to understand video-based tutorials and lessons

Prerequisite Skills

Recommended skills to have before taking this course.

  • Power Point
  • Communication
  • Critical thinking
PowerPoint & Pitchbooks
4.9

Level 2

2h 53min

100% online and self-paced

Field of Study: Finance

NASBA CPE Credits: 4.5

Start Learning

What You'll Learn

Lesson
Multimedia
Exams
Files

PowerPoint Tutorial Wrap Up

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Modeling & Valuation Analyst (FMVA®) Certification

  • Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
  • Career Prep Investment banking and equity research, FP&A, corporate development

What Our Members Say

Very intensive, extensive and comprehensive.
Added value to my career and personal knowledge

Abel Joshua Chinaza

Learning has never been so easy!
World-class content at CFI

Ibrahim Nasser

Awesome
The content of this course is great and the method of teaching is excellent.

Olabisi Ola

Awesome
Very interesting and highly recommended for every financial analyst

Agwaniru Nzubechukwu

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.
If you haven’t found your answer from our FAQ, please send us a message.
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