CFI PowerPoint & Pitchbooks Course

Recommended Prerequisites

You are expected to have either completed the stated prerequisite course(s) or possess the equivalent knowledge prior to enrolling in this course:

  1. Building a Financial Model in Excel
  2. Business Valuation Modeling

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.

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 where there is a speech accompanying the presentation.

The main content covered in the pitchbook section include:

  • Theme colors
  • Slide master
  • Gridlines and guides
  • Formatting text boxes
  • Formatting shapes and lines
  • Inserting tables and charts from Excel
  • Alignment
  • Creating a timeline

The main content covered in the live presentation section include:

  • Inserting a background picture
  • Inserting a color filter
  • Crop images to shapes
  • Icons and transparent logs
  • Slide transitions
  • Animation

What am I going to get from this advanced PowerPoint tutorial course?

  • 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
  • Easy to follow video-based tutorials and lessons

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.

Financial modeling & financial analyst training

From beginner to advanced, this PowerPoint training course is designed to teach you how to be a complete financial analyst.  This class is one of the 9 required “Core” courses for CFI’s financial analyst training program, which grants the Financial Modeling & Valuation Analyst (FMVA) certification.