Investment Banking Training Course in Lucknow by Uncodemy

• What investment banking is and how it differs from commercial banking
• Role of investment banks in capital markets
• Buy-side vs sell-side explained
• Front office, middle office, and back office functions
• Investment banking career paths and hierarchies
• Current industry trends and deal landscape

• Primary and secondary markets
• Equity markets: IPO, FPO, rights issue
• Debt markets: bonds, debentures, commercial paper
• Money market instruments
• Role of SEBI, RBI, and exchanges
• Trading, settlement, and clearing mechanisms

• Income statement, balance sheet, and cash flow statement
• Reading annual reports and filings
• Ratio analysis: profitability, liquidity, solvency
• Working capital and cash conversion cycle
• Accounting adjustments and red flags
• Linkages between the three financial statements

• Excel shortcuts and navigation for speed
• Advanced functions: VLOOKUP, INDEX-MATCH, XLOOKUP
• Pivot tables and data tables
• Conditional formatting and data validation
• Scenario analysis and goal seek
• Building dynamic dashboards

• Model design principles and best practices
• Building a three-statement model from scratch
• Revenue and expense forecasting
• Working capital scheduling
• Debt and interest schedule
• Balancing the balance sheet

• Scenario and sensitivity analysis
• Monte Carlo simulation concepts
• M&A accretion/dilution modelling
• LBO modelling fundamentals
• Sum-of-the-parts valuation modelling
• Model auditing and error-checking

• Porter's Five Forces framework
• PESTEL analysis
• Industry life cycle and competitive positioning
• Company profiling and business model analysis
• Management quality assessment
• SWOT and strategic analysis

• Valuation approaches: income, market, cost
• Discounted Cash Flow (DCF) methodology
• WACC calculation and CAPM
• Terminal value: Gordon Growth and Exit Multiple
• Free cash flow to firm and equity
• DCF sensitivity and scenario analysis

• Selecting comparable companies
• Trading multiples: EV/EBITDA, P/E, P/B
• Precedent transaction analysis
• Control premium and synergies
• Football field valuation summary
• Interpreting valuation ranges

• M&A types: horizontal, vertical, conglomerate
• Deal process: origination to closing
• Due diligence process and checklist
• Merger consequences analysis
• Accretion/dilution analysis
• Deal structuring and consideration

• IPO process and book building
• Follow-on offerings and QIPs
• Private placements and preferential allotments
• Debt instruments: bonds, NCDs, term loans
• Leveraged finance and mezzanine debt
• Financing strategy and capital structure

• Pitch book structure and storytelling
• Creating professional PowerPoint decks
• Company profiles and industry overviews
• Transaction case studies
• Deal execution and project management
• Client communication and presentation skills

• End-to-end financial modelling project
• Valuation of a real company
• M&A case study and analysis
• Pitch book creation for a hypothetical deal
• Capstone presentation and defence
• Portfolio-ready deliverables

Lucknow is steadily widening its financial services and corporate back-office presence, and that growth is producing consistent demand for candidates who hold practical investment banking skills. The city's blend of established BFSI branches, expanding fintech support units and corporate-finance teams along the Delhi–NCR industrial belt has turned it into a workable base for entry-level analyst roles, particularly for those open to opportunities in nearby Delhi and Noida.

Interview panels in Lucknow usually assess three things above all. First, precision in financial modelling — whether you can construct a clean three-statement model and justify each line. Second, logic behind valuation — how you select comparables, why a DCF yields the range it does and where your assumptions originate. Third, speed and ease with Excel during timed case-study exercises. Applicants who can guide an interviewer through a finished pitch book or valuation deck distinguish themselves quickest.

This 9-month program is designed to develop precisely these skills through live sessions, graded assignments, a completed valuation project and a capstone that reflects real deal workflows.

Since the program covers markets, accounting, modelling, valuation, M&A and pitch books, graduates can pursue several entry-level and junior roles rather than one fixed title. The table below links each role to its most relevant core skills.

Across a 2–5 year progression, most professionals advance from analyst to associate roles, assuming greater deal responsibility, client interaction and team leadership. The capabilities developed in this program — modelling, valuation, M&A analysis and pitch book creation — lay the groundwork for that trajectory.

Pay for investment banking roles in Lucknow depends on employer, experience and deal exposure. Entry-level analysts generally begin at ₹5–8 LPA, while senior analysts and associates can earn considerably more. The ranges listed below are indicative market ranges Uncodemy uses across its course pages.

Sources reviewed: AmbitionBox, Glassdoor, Indeed and Uncodemy placement records. Reviewed: October 2026. These ranges are compiled by comparing publicly reported salary data with internal placement information, and they are reviewed periodically so they stay broadly in line with the market. Actual offers in Lucknow depend on the employer's size and sector, the candidate's interview performance, prior experience and the specific responsibilities of the role, so treat the table as a planning guide.

Demand for investment banking skills in and around Lucknow stretches across multiple industries, and Uncodemy's 850+ hiring network reaches into many of them. The sectors below are where Lucknow-based finance skills are most often applied today:

• BFSI: Banks, insurance companies and asset management firms with corporate finance and treasury teams.
• Fintech: Payment platforms, lending startups and wealth-tech companies requiring financial modelling and valuation skills.
• Corporate finance / KPO: Captive finance and accounting centres supporting global investment banks and consulting firms.
• NBFCs: Non-banking financial companies hiring for credit analysis, valuation and deal structuring roles.
• Consulting: Advisory firms offering transaction advisory, due diligence and corporate finance services.

Since every sector depends on the same core foundation of modelling, valuation and Excel speed, a broad investment banking program lets you work across industries instead of committing to one early in your career.

Becoming an investment banking analyst is a sequence of skills, each building on the previous one. The seven steps below follow the order of this program, so you always know what comes next and why it matters.

1. Investment Banking Fundamentals & Industry Overview: Understand what investment banks do, how deals work, and where analysts fit in the hierarchy.
2. Financial Markets: Learn equity, debt and capital markets, including IPO and bond issuance processes.
3. Financial Statements & Accounting Analysis: Master the three financial statements, ratio analysis and accounting linkages.
4. Excel for Investment Banking: Build speed and fluency with the functions and shortcuts used daily on live deals.
5. Financial Modelling: Construct three-statement models from scratch with forecasting and scheduling.
6. Valuation & DCF: Learn DCF methodology, WACC calculation, terminal value and sensitivity analysis.
7. M&A, Pitch Books & Capstone: Apply everything to M&A analysis, pitch book creation and a capstone project.

Timeline: 9 months of consistent study, live sessions, assignments and project work. [CONFIRM duration before publishing this line].

Before selecting a finance course, compare the factors that affect your outcome: duration, total learning hours, live teaching, tool coverage, project depth and career support. The table sets out these factors for this program so you can compare them with any alternative.

A standalone financial modelling course or business-analyst course usually covers a narrower skill set. This Investment Banking program spans financial markets, accounting, modelling, valuation, M&A and pitch books — the full deal lifecycle. If your goal is a career in investment banking, M&A or equity research, this broader program is the better fit. If you only need standalone Excel or modelling skills, a shorter modelling-focused course may be more appropriate. The capstone project and career support further differentiate this program from narrower alternatives.

Uncodemy does not operate a classroom in Lucknow, so learners from the city attend this Investment Banking program entirely live online. This is not a trimmed-down version of the course. You join the same batches, learn from the same trainers and follow the same 13-module curriculum as learners in Uncodemy's classroom programs. Sessions take place in real time, so you can pose questions, share your screen for model review and discuss valuation assumptions with the trainer while class is running.

Studying online also eliminates daily travel across the city, which matters for working professionals. You can choose a weekday or weekend batch around your job and revise with session recordings.

If you would rather learn in a physical classroom and are able to travel, in-person training remains available at Uncodemy's Delhi and Noida centres. The fee and curriculum are the same in both modes.

The program spans 9 months. In that period you join 90+ live online sessions spread across 13 modules and wrap up with a 20-hour capstone project. Both weekday and weekend batches are offered, letting you select the pace that suits your job or studies.

Some basic awareness of finance or accounting helps, but it is not compulsory. The program opens with investment banking fundamentals, so no prior IB exposure is needed. Module 1 starts from the ground up, and Excel and accounting topics are introduced gradually.

You work with 10+ tools: Microsoft Excel, Advanced Excel, PowerPoint, Financial Modelling Templates, Bloomberg Terminal concepts, Capital IQ concepts, PitchBook concepts, Power BI, Python for Financial Analysis and financial data/research platforms. Every tool is applied in practical assignments and case studies rather than merely shown.

Yes. Module 5 introduces Financial Modelling Fundamentals, Module 6 advances into Financial Modelling, and Module 8 focuses on Valuation Techniques & DCF Analysis. Hands-on work includes three-statement models, DCF valuation, WACC calculation and sensitivity analysis.

The capstone forms Module 13, Investment Banking Projects & Capstone, and runs for 20 hours. You deliver a complete financial modelling project, a valuation of a real company, an M&A case study and a pitch book for a hypothetical deal, and then present and defend your work.

All classes are live and instructor-led — 90+ live sessions in total. Session recordings are also provided so you can revise any topic and catch up on anything you miss.

The fee is ₹21,500 plus 18% GST, totalling ₹25,370. This fee is identical across every mode and city — whether you learn live online from Lucknow or attend a classroom in Delhi or Noida — and no hidden charges apply.

Yes. EMI begins at ₹4,228/month over 6 months. This splits the total ₹25,370 fee into monthly instalments. *EMI amount, tenure and eligibility may differ based on the applicable payment or financing option.

You can request a demo by filling in the enquiry form or speaking with our counsellors. Demo slots depend on the running batch schedule, and the team will share upcoming dates so you can sample the live teaching style before you commit.

Yes, you receive Dedicated Career & Placement Assistance. It covers resume and LinkedIn guidance, mock interviews and opportunity sharing via a hiring network of 850+ companies. Assistance does not guarantee employment; results depend on your skills and interview performance.

The program equips you to apply for entry-level Investment Banking Analyst positions, which carry an indicative range of ₹5–8 LPA. Hiring depends on your projects, interview performance and market conditions, and Uncodemy does not guarantee any specific role or salary.

Indicative ranges stretch from ₹5–8 LPA for an Entry-Level Investment Banking Analyst up to ₹25–40 LPA for an Investment Banking Vice President. These are market ranges rather than guaranteed outcomes; figures vary by employer, experience and city, and Uncodemy does not guarantee any specific salary.

You can pursue Investment Banking Analyst, M&A Analyst, Equity Research Analyst, Financial Modelling Analyst, Valuation Analyst and Junior Investment Banking Associate roles. The wide curriculum lets you pick the direction that aligns best with your projects and interests.

Commerce and finance graduates, freshers from B.Com/BBA/MBA-finance streams, working finance professionals, career changers aiming at corporate finance, and CA/CFA aspirants seeking practical deal exposure are all welcome. All you need is a laptop and a stable internet connection.

No. Salary ranges are indicative market figures, placement support does not guarantee employment, and review counts reflect publicly available platform information that may change over time. They are shared for transparency to help you make an informed decision.

No. Lucknow learners join the course live online. Uncodemy's classroom centres are located in Delhi (Laxmi Nagar/Shakarpur) and Noida (Sector 1), and anyone able to travel may choose in-person training at either location.

This is a wider 9-month program covering financial markets, accounting, modelling, valuation, M&A and pitch books. A standalone modelling course is narrower and teaches modelling alone, without the deal-execution and valuation depth offered here.