Investment Banking - Discover Your Path to Career Success (2025)

Colleagues, did you know that “ In 2024, the market size was valued at $184.91B, and it is expected to grow from $201.37B in 2025 to an impressive $433.84B by 2034, exhibiting a robust compound annual growth rate (CAGR) of 8.9% during the forecast period (2025–2034)” according to PressWire (January 2025)? Read the report from 365 Financial Analyst entitled “5 Strategies to Boost Your Finance Career Path in 2025” for further professional insights (April 2025).

Job Titles: Investment Banking Analyst, Investment Banking Associate, M&A Analyst/Associate/VP, Equity Capital Markets (ECM) Analyst/Associate/VP, Debt Capital Markets (DCM) Analyst/Associate/VP, Financial Analyst (Investment Banking focus), Investment Banking Summer Analyst/Associate

Salaries: Finsimco, Glassdoor, Indeed, Mergers & Inquisitions, PrepLounge, ZipRecruiter (will vary by experience level & location)

Career Opportunities: eFinancialCareers, Glassdoor, Goldman Sachs, Indeed, J.P. Morgan, LinkedIn, Morgan Stanley, ZipRecruiter, 

Certification and Training programs - add an extra 5%-10%+ to your compensation (enroll now):

• Business and Financial Modeling Specialization

• Certified Banking and Credit Analyst (CBCA)

• Chartered Investment Banking Analyst

• Complete Investment Banking Course

• Corporate Finance & Valuation Methods Professional Certificate

• Investment Banking Certification

• Investment Banking: Financial Analysis and Valuation

• Mergers and Acquisitions Professional Certificate

Begin your path to success today, Lawrence E. Wilson - Financial Certification Academy (share with colleagues & friends) 

Financial Trading (Stocks, Bonds & ForEx) - Discover Your Path to Career Success (2025)

Colleagues, did you know that The financial services market is projected to grow significantly in 2025, with a Compound Annual Growth Rate (CAGR) of 7.4%. This growth is expected to increase the market size from $33.37 trillion in 2024 to $35.85 trillion in 2025, according to Research and Markets. The Global Stock Trading and Investing Applications Market is also projected to grow at a CAGR of 20.8%, increasing from $52.89 billion in 2024 to $63.88 billion in 2025, according to the Business Research Company. The global stock market is also projected to reach $128.07 trillion in 2025, with a CAGR of 8.08% based on research from Statista. Further career insights can be found in the article entitled “A Comprehensive Guide to Stock Trading Jobs and Career Opportunities” from the Black Eagle Financial Group (March 2025).

Job Titles: Trader, Quantitative Trader (Quant Trader), Algorithmic Trader, Day Trader, Swing Trader, 

Proprietary Trader (Prop Trader), Equity Trader, Fixed Income Trader, Foreign Exchange (FX) Trader, Cryptocurrency Trader

Salaries: BuiltIn, Glassdoor, ZipRecruiter (will vary by experience level & location)

Career Opportunities: Dice, Financial Times , Indeed, LinkedIn, Monster, Simply Hired, Zip Recruiter

Certification and Training programs - add an extra 5%-10% to your compensation (enroll now):

• Algorithmic Trading A-Z with Python, Machine Learning & AWS

• Artificial Intelligence for Trading

• Capital Markets and Securities Analyst

• Electronic Trading in Financial Markets

• Foundation Stock Trading Course

• Machine Learning for Trading Specialization

• Margin Requirements for Day-Trading and Bonds

Begin your path to success today, Lawrence E. Wilson - Financial Certification Academy (share with colleagues & friends) 

Finance, Accounting, Modeling and Valuation (training)

Colleagues, in the “Finance, Accounting, Modeling and Valuation” program you will learn to analyze and understand an income statement (even if you have no experience with income statements), understand a balance sheet (even if you have no experience with balance sheets), and cash flow statements (even if you have no experience with cash flow statements). Understand and use modeling best practices so you can create financial models. Know where to get data in order to build a financial model (in depth understanding of identifying and using/navigating the best free websites and sources to build your financial model). Create a financial model (projecting the future) for an income statement, a financial model (projecting the future) for a balance sheet, and a financial model (projecting the future) for a cash flow statement. Understand valuation best practices so you can create target prices based on your financial models. Use Discounted Cash Flow (DCF) and how to create the Weighted Average Cost of Capital and Terminal values in order to pick target prices. Use P/E in order to pick target prices and P/R in order to pick target prices along with EV/Sales, EV/EBITDA, P/B, EV/FCF. Define a target price based on an average of several different valuation methodologies. Analyze the total addressable market for a company you are doing research and financial statements using profitability ratios: Gross Margin (Cost of Goods Sold / Revenue), Operating Margin (EBITDA/ Revenue), Net Profit Margin (Net Income / Revenue), Return on Assets (Net Income / Assets) and Return on Equity (Net Income / Equity). Analyze financial statements using debt and inventory formulas: Debt to Assets (Total Liabilities/ Total Assets), Debt to Equity (Total Liabilities/ Total Equity), Interest Coverage Ratio (EBITDA / Interest) and Inventory Days on Hand (Inventory / Cost of Good Sold), and Analyze and compare companies using the following formulas: Price / Earnings, PEG (P/E / Growth), Price / Revenue, EV/EBITDA, EV/Sales, Price/Free Cash Flow and Price / Book. Skill-based training modules include: 1) Accounting Part 1 of 3: Income Statement Analysis, Balance Sheet Analysis, Accounting Part 3 of 3: Cash Flow Statement Analysis, 2) Introduction and Best Practices, 3) Financial Modeling Part 2 of 4: Where Do I Get Historical Data From?, Case Study: Building a Model for LinkedIn, Financial Model Exercise, 4) Valuation Part 1 of 6: Introduction and Best Practices, Discounted Cash Flow (DCF), Price to Revenue, Price to Earnings & Additional Valuation Methodologies, Final Target Price Calculation & "TAM Sanity Check", Comparing TAM to the Target Price, and 5) Assessing Financials with Formulas. 

Enroll today at (teams & execs welcome): https://tinyurl.com/32wxuntu  

Download your free Finance, Accounting & Banking - Career Transformation Guide.

Much career success, Lawrence E. Wilson - Financial Certification Academy (share with your team) 

Complete Financial Analyst Course 2025 (training)

Colleagues, in the “Complete Financial Analyst Course” you will learn Excel, Accounting, Financial Statement Analysis, Business Analysis, Financial Math, PowerPoint. [381 lectures • 22+ teaching hours]. Work comfortably with Microsoft Excel. Format spreadsheets professionally. Perform routine tasks quicker. Create professional charts in Microsoft Excel. Efficiently work with vast amounts of data. Understand accounting and bookkeeping principles. Build a company’s P&L from scratch. Create a company’s balance sheet. Perform Financial statement analysis. Understand the timing of revenue and cost recognition. Calculate liquidity, solvency, profitability, and growth ratios to analyze a company’s performance. Understand 10-K reports. Assess whether a project is feasible via the net present value (NPV) technique. Calculate a complete loan schedule. Know the difference between variable and fixed interest rates. Perform industry analysis. Realize what drives a company’s value. Know how to analyze a business. Work comfortably with Microsoft PowerPoint. Create professional company presentations in PowerPoint. Training modules include: 1) Microsoft Excel - Useful Tools, Best Practices That Will Make a Difference, Beginner, Intermediate & Advanced Functions, Financial Functions in Excel, Practical Exercise "Build a P&L From Scratch", SUMIFS, Building Professional Charts in Excel, Creating Complete Professional Charts from Scratch, Working with Pivot Tables in Excel, Pivot Tables & Slicers - World-Class Financial Reporting, Building a Complete 3-statement Model, Let's Build a Flexible Model with Multiple Scenarios, Completing the 3-Statement Model, 2) Accounting - Introduction to Accounting & Bookkeeping, Types of Revenues, Costs, Assets, and Liabilities, Revenue Recognition, Cost Recognition, Understanding the Big Picture: Why, What, When, and How Much, The Core Principles of Accounting, Practical Exercise: The Accounting Transactions of a Lemonade Stand, The Importance of Timing, Accounting - Preparing a Cash Flow Statement: Understanding Cash Flow Analysis, 3) Advanced Accounting - Trade Receivables, Inventory, Fixed Assets, Trade Payables, Financial Liabilities, Leasing Liabilities, Using Leverage, Raising Equity, Types of Equity, and Dividend Payments, 4) Assessment, 5) Financial Statement Analysis - Subtleties, Practical Case Study "Analyzing P&G's Financials", Tesla Exercise, 6) Working Capital Management, 7) Fundamentals of Business & Financial Analysis, 8) Business Analysis in Excel1, 9) The Time Value of Money and Interest Rate Components, 10) The Value of Cash Flows with Different Timing, 11) Finance 101 - Loan Calculations, 12) Capital Budgeting - Basic Notions, 13) Capital Budgeting - A Complete Case Study, 14) Tesla Practical Case Study - Building a Financial Planning Model, 14) Data Analysis with ChatGPT - Exploratory Data Analysis (EDA), Deal with Inconsistent Data, Organize Messy Data, Working with Functions, Clean Text Data, Dates and Time Data, Complete Practical Example, 15) PowerPoint - Introduction to PowerPoint, PowerPoint - Tips & Tricks That Will Transform You, and 16) Who Does What in the World of Finance?

Enroll today at (teams & execs welcome): https://tinyurl.com/57hyfy8n 

Download your free Finance, Accounting & Banking - Career Transformation Guide.

Much career success, Lawrence E. Wilson - Financial Certification Academy (share with your team) 

MITx MicroMasters® Program in Finance

Colleagues, the “MITx MicroMasters® Program in Finance” program will enable you to comprehend the foundations of modern finance, understand the basics of corporate finance, capital budgeting, real and financial options, capital structure, yield curve analysis, and corporate risk management, apply financial decision making, the theory of efficient markets, valuation theory, financial securities, risk analysis, portfolio theory, derivatives pricing, hedging strategies based on duration and convexity, and asset pricing models. Also you will be able to identify the basic structure of financial reports and the process of recording transactions, understand how investors, creditors, and other users analyze financial statements to assess corporate performance, along with performing applied computational techniques in R and apply advanced mathematical topics in financial engineering and quantitative finance using linear algebra, optimization, probability, stochastic processes, and statistics. Training modules will provide you with enhanced expertise, including: 1) Foundations of Modern Finance II - Learn fundamental principles of modern finance, including valuation models, methods for risk analysis, derivative instruments and investment management, 2) Mathematical Methods for Quantitative Finance - Learn the mathematical foundations essential for financial engineering and quantitative finance: linear algebra, optimization, probability, stochastic processes, statistics, and applied computational techniques in R, 3) Financial Accounting - How do investors, creditors, and other users analyze financial statements to assess corporate performance? Learn financial accounting, how to read financial statements, and how to gather inputs to valuation models, 4) Derivatives Markets: Advanced Modeling and Strategies - Financial derivatives are ubiquitous in global capital markets. Students will obtain a sophisticated understanding of valuation methods; tools for quantifying, hedging, and speculating on risk; and a basic familiarity with major markets and instruments, 5) Comprehensive Final Exam in Finance - Solidify and demonstrate your knowledge and abilities in finance fundamentals, financial accounting, quantitative finance, and derivatives markets in this comprehensive assessment, 6) Foundations of Modern Finance I - A mathematically rigorous framework to understand financial markets delivered with data-driven insights from MIT professors.

Enroll today at (teams & execs welcome): https://fxo.co/HFP5 

Download your free Finance, Accounting & Banking - Career Transformation Guide.

Much career success, Lawrence E. Wilson - Financial Certification Academy (share with your team) 

Using Machine Learning in Trading and Finance

Colleagues, the “Using Machine Learning in Trading and Finance” developed by the New York Institute of Finance and Google introduces you to multiple trading strategies including quantitative trading, pairs trading, and momentum trading. You will be able to design basic quantitative trading strategies, build machine learning models using Keras and TensorFlow, build a pair trading strategy prediction model and back test it, and build a momentum-based trading model and back test it. You should have advanced competency in Python programming and familiarity with pertinent libraries for machine learning, such as Scikit-Learn, StatsModels, and Pandas. Experience with SQL is recommended. You should have a background in statistics (expected values and standard deviation, Gaussian distributions, higher moments, probability, linear regressions) and foundational knowledge of financial markets (equities, bonds, derivatives, market structure, hedging). The four skill-based training modules cover: 1) Introduction to Quantitative Trading and TensorFlow - key components that are common to every trading strategy, no matter how complex. This foundation will help guide you as you develop more advanced strategies using machine learning techniques, 2) Introduction to TensorFlow - training neural networks with Tensorflow 2 and Keras, 3) Build a Momentum-based Trading System - momentum trading is a strategy in which traders buy or sell assets according to the strength of recent price trends, and 4) Build a Pair Trading Strategy Prediction Model - discuss what pairs trading is, and how you can make money doing it, and what you need to know about the members to form a suitable pair.

Enroll today (individuals & teams welcome): https://imp.i384100.net/55YGeD 

Much career success, Lawrence E. Wilson - Financial Certification Academy