PowerPoint & Pitchbooks (CF)

Learn the most advanced functions, tips and best practices for presentation design to be a distinguished PowerPoint user.

Corporate Finance Institute (CFI) on-demand courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance and supporting skillsets. 
After registering for a CFI On Demand Course, CPA Saskatchewan will send you information on how to access the course within 2 business days.
On completion of the CFI courses, CFI will issue a certificate as supporting documentation for CPD audit purposes.
Click HERE for more information.


OBJECTIVE:
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. The class provides the confidence needed to be a leader in performing financial analysis.

The advanced PowerPoint tutorial will help participants become a world-class financial analyst for careers in investment banking, private equity, corporate development, equity research and FP&A. Participants watch the instructor build the pitchbook on screen and can easily pause, re-watch, and repeat exercises until they have mastered them.

The 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". The course focuses on two types of presentations: distributed presentations where the presentation is printed or distributed electronically, and live presentations where there is a speech accompanying the presentation. 

WHO WILL BENEFIT:
Anyone working in investment banking, equity research, corporate development, financial planning and analysis (FP&A) 

LEARNING OUTCOMES
Participants will learn how to improve two types of presentations and how to use effectively use the following tools:

  • Theme colors
  • Slide master
  • Gridlines and guides
  • Formatting text boxes
  • Formatting shapes and lines
  • Inserting tables and charts from Excel
  • Alignment
  • Creating a timeline
Course Code CF2053
Passport Credit 3
Price $180
CPD Estimated Hours: Total - 4
Competency Information Technology
Course Level Advanced
When
12/1/2020 - 3/31/2021
Where
On Demand
Online registration not available.
Event Code
Estimated CPD Hours
Format
Passport Credits
Estimated Ethic Hours
Competency
Price
Estimated Licence Hours
Course Level

Personal Passport Eligibility

Corporate Passport Eligibility

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