Tim Vipond – CFI Education – PowerPoint & Pitchbooks

Description

Tim Vipond – CFI Education – PowerPoint & Pitchbooks download, Tim Vipond – CFI Education – PowerPoint & Pitchbooks review, Tim Vipond – CFI Education – PowerPoint & Pitchbooks free
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:

Introduction to 3-Statement Modeling
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