INVESTMENT BANKING AND CAPITAL MARKETS

Prerequisites & course information

Requisites: ( FINANCE 305 , 325 , and ECON/FINANCE 320 ) or declared in undergraduate Business Exchange program Course Designation: Core GenEd - Mathematics & Quantitative Reasoning Repeatable for Credit: No Last Taught: Fall 2026 Learning Outcomes: 1. Locate relevant information in financial statements and the footnotes to financial statements and acquisitions, initial public offerings and investment banking Audience: Undergraduate 2. Utilize appropriate financial tools and databases (e.g., Excel, Capital IQ, Bloomberg) to access and effectively present financial information Audience: Undergraduate 3. Demonstrate the fluency required to understand conceptually how valuation methodologies work and how changes in assumptions impact valuation Audience: Undergraduate 4. Build and interpret financial models utilizing the fundamental valuation techniques that investment bankers use including discounted cash flow analysis, comparable companies, precedent transactions and leveraged buyout analysis Audience: Undergraduate 5. Demonstrate an understanding of capital markets transactions where securities are issued to investors Audience: Undergraduate Learning Outcomes: 1. Locate relevant information in financial statements and the footnotes to financial statements and acquisitions, initial public offerings and investment banking Audience: Undergraduate 2. Utilize appropriate financial tools and databases (e.g., Excel, Capital IQ, Bloomberg) to access and effectively present financial information Audience: Undergraduate 3. Demonstrate the fluency required to understand conceptually how valuation methodologies work and how changes in assumptions impact valuation Audience: Undergraduate 4. Build and interpret financial models utilizing the fundamental valuation techniques that investment bankers use including discounted cash flow analysis, comparable companies, precedent transactions and leveraged buyout analysis Audience: Undergraduate 5. Demonstrate an understanding of capital markets transactions where securities are issued to investors Audience: Undergraduate