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.
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OBJECTIVE:
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
Online registration not available.