Tim Vipond – CFI Education – PowerPoint & Pitchbooks

Description

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Tim Vipond – CFI Education – PowerPoint & Pitchbooks

PowerPoint & Pitchbooks

Beyond financial modeling and analysis, designing and creating pitchbooks using PowerPoint is a necessary skill at most companies and banks.

• Learn how to design impactful presentations
• Master advanced PowerPoint functionality
• Design great-looking tables, charts, and graphs

Overview

Recommended Prep Courses

These preparatory courses are optional, but we recommend you complete the stated prep course(s) or possess the equivalent knowledge before enrolling in this course:

1. Introduction to 3-Statement Modeling
2. Introduction to Business Valuation

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, with a speech accompanying the presentation. The main content covered in the pitchbook section includes:

• 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 includes:

• 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

What you’ll learn

PowerPoint Introduction
Course introduction
Key learning objectives
Downloadable content
Preview of final product
Why presentations matter
Case studies

Layout Overview
Layout overview objectives
Sections of PowerPoint
Ribbon overview
Interactive exercise 1

Design Principles
Design principles objectives
Sections of a pitchbook
Style
Structure
Timeline
Interactive exercise 2

PowerPoint Setup & Functions
Downloadable content
Setup & functions objectives
Pitchbook case overview
Slide size
Theme colors
Introduction to slide master
Setting up guides
Formatting a line
Formatting a placeholder/text box
Formatting title slide
Applying master layout to slides
Interactive exercise 3

Formatting Tips
Formatting tips objectives
Inserting section divider
Overview of company overview
Formatting heading bars
Formatting tables
Inserting table from Excel
Inserting Chart from Excel
Interactive exercise 4
Alignment
Creating a timeline
Duplicating the timeline
Overview of valuation summary
Formatting valuation summary
Interactive exercise 5
Formatting exercise
Company overview section
Industry overview section
Valuation section
Transaction opportunities section
Team overview section
Executive summary
Table of contents
Finishing touches
Interactive exercise 6
Review of pitchbook
Download complete pitchbook

Live Presentations
Downloadable content
Live presentation objectives Draft
Overview of investor pitch deck
Inserting a background picture and colour Filter
Crop to shape
Icons and transparent logos
Transitions
Animations
Review of investor pitch deck
Interactive exercise 7
Download complete investor pitch deck

PowerPoint Tutorial Wrap Up
Summary

Qualified Assessment
Qualified Assessment

Frequently Asked Questions:

1. Innovative Business Model:
   • Embrace the reality of a genuine business! Our approach involves forming a group buy, where we collectively share the costs among members. Using these funds, we purchase sought-after courses from sale pages and make them accessible to individuals facing financial constraints. Despite potential reservations from the authors, our customers appreciate the affordability and accessibility we provide.
2. The Legal Landscape: Yes and No:
   • The legality of our operations falls into a gray area. While we lack explicit approval from the course authors for resale, there’s a technicality at play. When procuring the course, the author didn’t specify any restrictions on resale. This legal nuance presents both an opportunity for us and a boon for those seeking budget-friendly access.
3. Quality Assurance: Unveiling the Real Deal:
   • Delving into the heart of the matter – quality. Acquiring the course directly from the sale page ensures that all documents and materials are identical to those obtained through conventional means. However, our differentiator lies in going beyond personal study; we take an extra step by reselling. It’s important to note that we are not the official course providers, meaning certain premium services aren’t included in our package:
     • No coaching calls or scheduled sessions with the author.
     • No access to the author’s private Facebook group or web portal.
     • No entry to the author’s exclusive membership forum.
     • No direct email support from the author or their team.

   We operate independently, aiming to bridge the affordability gap without the additional services offered by official course channels. Your understanding of our unique approach is greatly appreciated.

Refund is acceptable:

• Firstly, item is not as explained
• Secondly, Item do not work the way it should.
• Thirdly, and most importantly, support extension can not be used.

Thank you for choosing us! We’re so happy that you feel comfortable enough with us to forward your business here.