Free preview

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:

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

For further CPE information, please read before purchasing: https://corporatefinanceinstitute.com/about/cpe-information/ 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.

PowerPoint & Pitchbooks

Led by Tim Vipond

Get Started

Level 2

Approx 7.5h to complete

100% online and self-paced

Get Recognized With CFI

See All Certification Programs

What you'll learn

Lesson

Multimedia

Exams

Files

PowerPoint Introduction

Course introduction Free Preview

Key learning objectives Free Preview

Downloadable content

Preview of final product Free Preview

Why presentations matter Free Preview

Case studies Free Preview

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

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

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Modeling & Valuation Analyst (FMVA)® Certification

PowerPoint & Pitchbooks is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 42 courses.

Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
Career Prep Investment banking and equity research, FP&A, corporate development

Learn More

Business Essentials Certificate

Skills Learned Microsoft Excel, Word, PowerPoint, Business Communication, Data Visualization, Ethics
Career Prep Sales Skills, People Management Skills, Relationship Management Skills, Business Analysis Skills

Learn More

What our students say

Educationally fulfilling
A great refresher and worth every second of time.

Lee Anselmo Blackman

good course
good for power point

Mariano Ruiz de Chavez Macias

Good Overview but longer than necessary
If you grew up with technology, you can do the course in 1h tops. It's great to see the specific scenarios we might face in the jobs we want to do, but a lot of the course is basic explanations of how PPT works (which i'm sure most of us know). Still worth the time, but you can easily skip some of the sections if you want to save yourself some hours.

Maxime van den Berg

Very useful course
This course is very useful, because it gives practical situations adapted to real business cases that you may face in your functions.

Raul De Gracia Saraceni

excellent
i want to redo with making my project

Beata Suwala

I used to prepare pitch decks before taking this course, but I have learned so so much from it and I now have a new height in confidence with regards to pitch decks, business and financial story telling

TIMAH TERRY MBUNGU

Helpful
Basics and advanced concepts of formatting covered

Naman Bhatt

Learn making a powerful Pitchbook
excellent course to understand all the key points needed for powerful presentation is investment analyst

Valentina Popovska

Investment Analyst
Great course to improve your presentation skills

Joash Kutayi

A great course for revision
A great course for revision and few new things I learned.

Debasis Sengupta

Great Course
My pitchbooks will look much better now!

Colm Heatley

Continuous Learning
It was insightful and awesome unlearning and learning.

UMAR-FAROUK IDRIS SANNI

Exceptional Learning Experience with CFI
I cannot express enough how valuable my experience with CFI has been. The Powerpoint and Pitchbooks exam was comprehensive and challenging, but the course materials provided by CFI were incredibly thorough and well-structured. The content was presented in a clear and concise manner, making it easy to understand and apply the concepts in real-world scenarios.

Thubelihle Lindani Dlamini

Nice
quick amusement journey

shahenda khalid

Long hours
For courses with these long hours, I would suggest it is broken into two parts at least.

Malick M Jallow

PowerPoint at its finest
This was certainly a useful and informative course, I am excited to apply the skills learned here in this course.

Omar Almuzaini

awesome content on powerpoint
lots of great tips and tricks for making great presentations

Aaron Garrido

Engaging content
The course made it easy for me to follow along and practice what I have learnt. The resources will also serve as a guide when I am working on real-world projects. I recommend this course to everyone looking to improve their presentation skills. Thank you

SAMUEL KOBLA MORKLI

Skills Enhanced
My powerpoint skills have been enhanced!

jason ruiz

PowerPoint game changer
If you don't know how to build or have the basic ideas this course is completely useful and at least for me it will change dramatically the way, super quick and easy.

Mauricio Martinez

Insightful
Highly recommend this course

Aaron Kanyinda

Fun and Engaging
Excellent, easy to understand and well structured

Tharindu Nalaka

Great Course to Learn
So many interesting parts to learn in this course.

Md Abdus Samad

Very good
I recommend this course to all financial analyst

fotaw chambeng vivian

To the point and very useful
I was clueless with powerpoint before this course now i am very confident i would be able to prepare a solid presentation.

Zaahid Cariem

Great course
Recommend taking courses from CFI

Marcin Kalkucki

great
The best powerpoint course ever

NYEKO HASHIM

Great Presentation Course
The course was well thought out and covered a lot of tips on how to make a professional pitch deck and live presentation.

DEVRHOID DAVIS

Nice course
Blends perfectly with the lessons from Dashboards and Data Visualizations

Oluwaseun Adelugba

important
very underrated skill that needed to be addressed

Youssef ElAshmawy

Very Insightful
The course is very insightful

Felix Odhiambo holder of ID Number 37164048

Great content
I'm learning so much and getting plenty of confidence.

Ismael Mohamadou Djida

This is an excellent course!
As always, time well spent taking this CFI course on powerpoint & pitchbooks. I recommend it.

Marty Stinson

Great way to update and regain confidence
CFI provides clear instruction - easy to follow material even though it is challenging. As a professional returning to the workplace after time off, CFI has provided me with the ability to review my skills and update to the latest best practices. I truly value the program and how it is helping me regain confidence in my skills. Thanks!

Ronna Bury-Prince

Best Course
A bit long but comprehensive

Aamer Abdul Razzak

Powering Financial Analysis
Practice makes a man perfect.

Santosh Tamrakar

Practical and useful
CFI FMVA certificate related courses are really engaging but easily understandable and highly practicable.

Ortenca Dashi

Interesting
Not that easy anyway but I enjoyed it

Ademola Marufdeeen ADEBAYO

POWERFUL POINTS
The Powerpoint pitchbooks are now not a mere imagination.

Victor Musonda

the course is vey perfect and amazing
the course is vey perfect and amazing

ala eddine ghozlane

Amazing course
It has great examples and exercises which ensures that you get sufficient practice and application.

Nkosinomusa Mthembu

fantastic
The program is worth taking.

Ogochukkwu Mercy Uzoigwe

Exceptional
Instructors explained concepts in a way that easy to grasp

Tebello Samuel Mokhele

Hardwork always pay off
Everythiong looks possible including my ambition to take up a bigger role at the IMF and the world bank

Derrick Siwale

Amazing
Perfect for Investment Bankers

Frederic Jacobs

I am delighted to know more !!! Thank You CFI

Salami Azeez

A really great course. Thanks CFI, for the super helpful tips and tricks on creating PPP and pitchbooks.

Sabra Saleh

Stretches so you do and be the Best!
I'll make it quick. Started taking my course diligently over 2 months ago and somehow I slacked. Thought of quitting multiple times, but thank God for the network of persons built around me. Always reminding me there's no gain in quitting. I just finished my 21 courses and I'm so proud of myself! Whoosh! Congratulations to me and every finisher! 🎉

Joy Onyeogi

Very good
The content, explanation everything is so wow

IBRAHIM ABDULAZEEZ

interesting and fun
I love this course and will surely love to learn more

David Asare

Nice course
I learned lots from this course

Rayan Albelemi

The class was not uptight it was fun

Sara Wanyama

excellent
try doing the exercises to be able to make your own PowerPoint presentation

Duncan Tshepang Mathebula

Amazing!
do not get left out!!

paidamoyo mundondo

Awesome
You won't be the same again in PowerPoint preparation after this.

Edwin Ouma

So wonderful
The program is outstanding.

Achiri Herman Fombu

great transfer of experience

Ibrahim Dare Adebayo

Well structured
The course content are well arranged to enable comprehension of the course.

Rudolf Nutor

Well taught
I enjoyed the course

Isaac Bukola Adetunji

Educating
100% practical course. Extremely Impactful

Olumuyiwa Bejide

Best PowerPoint course ever
I love the simplicity of the course

Umaizibe Natus

Enlightening
I have learnt so much.

Henry Jerry Elolo Agyei Leinard

Excellent
The course is well taught

James Ruigu

Wonderful Experience
You may want to experience for your own good

Louis Frimpong

Interesting
Interesting concepts in Powerpoint

LYNETT NDUTA KIRANGA

thank you so much MR. Tim
Now I can work on the PowerPoint with great confidence and comfort, thank you again

Hashem Nawash Harb Nasser

great experience
Wonderful and precise

JOHN FAVOUR AIG-UNUIGBE

I powerpoint skill is now advance as result of this course. Thabks to CFI
You need this as much as other knowledge you have

Habila David

Amazing
It was an amazing and interesting course.

Nelly Naimasia

Insightful
You have to love this course

Jacquelane Gacheri

exercises
prepares you for the assessment

MELISSA MUSHORE

Been a great and exciting journal, putting all the skills and knowledge personall i acquired was magic. looking forward to be the best analyst in the industry domestic and international
would recommend to be started at university level probably each year to gain skills and knowledge so as to prepare people from self employment

simon kasembe

Great
Interesting and highly recommended

Esther Ejike

This is super awesome
I have gained more knowledge and confidence in using powerpoint for presentation

Abayomi Ogunlana

great experience
its a great experience

Chukwujekwu Aniegboka

SWEET NEWS
Ready to explore the market with new skills

Daniel Ilimezekhe

Great teaching pattern
Practical and applicable learning

stephen Usang

GOOD
A GOOD PRESENTATION IT WAS

SUSAN MUCHIRI

Interesting
Acquired a new skill

Kwabena Ayeh Dankwah

Super stuff
More practice necessary

Nathan Sunkutu

The course was of good help
This is a good course to undertake since help you to present your work neatly

Caren Chemutai

Expectational financial practical knowledge Obtained.
This course has been very insightful and I can now confidently take on the role of a financial analyst without fear or favor because I am sure of what I will do. Thank you so much CFI and ALX for this opportunity to learn; forever grateful; the course material was precise, easy to understand and yet insightful.

Jackline Tumwebaze

I enjoyed every step.

Holiness Ihedinma Onyemaechi

educative
learnt new things in powerpoint

Joseph Akagha

Very Challenging.
Real life based videos>

Patrick Osei Boateng

good
very good content and practical

Abdellah Benmekhlouf

Challenging to keep up with every demonstration.
Starting is a bit daunting but you will love what you create in the end.

Aiah Gbakima

love everything about the programe
love everything about the programe

Adewale Ojomo

The course was straight forward and easy to follow.

Lorraine Tonderai Mukwenya

The course is very interesting
The course helps to make good presentation

Margaret Wanjiru Mwangi

Beautiful content, I will go over it again and again and use it on my job
Beautiful content, I will go over it again and again and use it on my job

Samuel Ojo

Interesting
A very detailed course

Polycarp Salami

Awesome
Very interesting and highly recommended for every financial analyst

Agwaniru Nzubechukwu

insightful
All analysts will benefit from this course

Emelia Ebson

mountain made plain!
learning this course wouldn't have been much easier if not for the amazing tutors in CFI. trust me you can't get it better elsewhere. so enroll.

Ezenekwe James

Awesome
The content of this course is great and the method of teaching is excellent

Olabisi Ola

It's a great step by step instructor lead course that covers all the elments to prepare a good presentation.

Kaleem Christopher Khan

Learning has never been so easy!
World class content at CFI

Ibrahim Nasser

Learning has never been so easy!
World class content at CFI

Ibrahim Nasser

Ughasi Peter

Frequently asked questions

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.