Banking Services

Investment Banking - Part 1

Overview

A pitch book is a document used by investment banks when pitching to clients or investors. Junior analysts working at these banks spend a significant amount of their time creating and editing pitch books for senior bankers. This eCourse describes pitch books in detail, including their key components and the use of PowerPoint to build them.

Objective

On completion of this eCourse, you will be able to:
- Identify the purpose of a pitch book and the different types of pitch book that investment bankers create
- Recognise the difference between a pitch book and a confidential information memorandum (CIM)
- List and describe the key components of a typical pitch book
- Recognise how to make appropriate use of Microsoft PowerPoint when building pitch books

Content

Investment Banking - Pitch Books
Topic 1: Pitch Book Basics
Topic 2: Pitch Book Components
Topic 3: Powerpoint for Pitch Books

Details

Code
TEPBS21005201
Venue
ePlatform
Relevant Subject
Type 4 - Advising on securities
Language
English
Level
Introductory
Hours
SFC:1.00, PWMA:1.00
Fees
Chinese Securities Association of Hong Kong (HKCSA): HK$315
All Member: HK$300
Staff of Corporate Member: HK$300
Non-Member: HK$450