When you enroll in this course, you'll also be enrolled in this Specialization.
Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate
There are 10 modules in this course
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.
What's included
2 videos2 readings
Show info about module content
2 videos•Total 4 minutes
Course Introduction•3 minutes
Learning Objectives•1 minute
2 readings•Total 6 minutes
Getting Started•1 minute
Downloadable Materials•5 minutes
Getting Started with PowerPoint
Module 2•20 minutes to complete
Module details
What's included
3 videos1 plugin
Show info about module content
3 videos•Total 5 minutes
Why Presentations Matter•1 minute
Sections of PowerPoint•1 minute
Ribbon Overview•3 minutes
1 plugin•Total 15 minutes
Interactive Exercise 1•15 minutes
Pitchbook Design Principles
Module 3•21 minutes to complete
Module details
What's included
4 videos1 plugin
Show info about module content
4 videos•Total 6 minutes
Sections of a Pitchbook•2 minutes
Style•2 minutes
Structure•1 minute
Timeline•1 minute
1 plugin•Total 15 minutes
Interactive Exercise 2•15 minutes
PowerPoint Setup & Functions
Module 4•1 hour to complete
Module details
What's included
9 videos3 readings1 plugin
Show info about module content
9 videos•Total 26 minutes
Pitchbook Case Overview•1 minute
Slide Size•2 minutes
Theme Colors•3 minutes
Introduction to Slide Master•3 minutes
Setting Up Guides•3 minutes
Formatting a Section Title Slide•6 minutes
Formatting the Content Slides•4 minutes
Formatting the Title Slide•4 minutes
Tidying Up the Slide Master•2 minutes
3 readings•Total 7 minutes
Downloadable Content•5 minutes
Interactive Exercise 3 Instructions•1 minute
Interactive Exercise 3 Solution•1 minute
1 plugin•Total 15 minutes
Interactive Exercise 4•15 minutes
Formatting Tips
Module 5•1 hour to complete
Module details
What's included
7 videos1 plugin
Show info about module content
7 videos•Total 26 minutes
Inserting Section Divider•2 minutes
Company Overview•1 minute
Formatting Heading Bars•4 minutes
Formatting Tables•4 minutes
Inserting Table from Excel•5 minutes
Inserting Chart from Excel•2 minutes
Alignment•8 minutes
1 plugin•Total 15 minutes
Interactive Exercise 5•15 minutes
Elevating Your Pitchbook
Module 6•1 hour to complete
Module details
What's included
8 videos2 readings1 plugin
Show info about module content
8 videos•Total 32 minutes
Creating a Timeline•6 minutes
Duplicating the Timeline•3 minutes
Interactive Exercise 6 Solution•5 minutes
Valuation Summary: Final Layout and Polish•5 minutes
Team Overview Section•5 minutes
Adding an Executive Summary•3 minutes
Table of Contents•3 minutes
Finishing Touches•2 minutes
2 readings•Total 7 minutes
Interactive Exercise 6 Instructions•2 minutes
Download Complete Pitchbook•5 minutes
1 plugin•Total 15 minutes
Interactive Exercise 7•15 minutes
Live Presentations
Module 7•1 hour to complete
Module details
What's included
8 videos4 readings2 plugins
Show info about module content
8 videos•Total 24 minutes
Overview of Investor Pitch Deck•3 minutes
Inserting a Background Picture and Colour Filter•5 minutes
Crop to Shape•3 minutes
Icons•2 minutes
Transitions•3 minutes
Review of Investor Pitch Deck•1 minute
Animations - basics and ordering•3 minutes
Animations - timing and sequencing•5 minutes
4 readings•Total 12 minutes
Downloadable Content•5 minutes
Interactive Exercise 8B Challenge•1 minute
Interactive Exercise 8B Solution•1 minute
Download Complete Investor Pitch Deck•5 minutes
2 plugins•Total 30 minutes
Interactive Exercise 8A Challenge•15 minutes
Interactive Exercise 9•15 minutes
Podcast: How AI Is Changing PowerPoint and Pitchbook Creation
Module 8•18 minutes to complete
Module details
What's included
1 video
Show info about module content
1 video•Total 18 minutes
Podcast: How AI Is Changing PowerPoint and Pitchbook Creation•18 minutes
Course Summary
Module 9•2 minutes to complete
Module details
What's included
1 video
Show info about module content
1 video•Total 2 minutes
Summary•2 minutes
Qualified Assessment
Module 10•1 hour to complete
Module details
What's included
1 assignment
Show info about module content
1 assignment•Total 30 minutes
Qualified Assessment•30 minutes
Earn a career certificate
Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.
CFI is the leading global provider of training and productivity tools for finance and banking professionals. CFI delivers the skills, certifications, CPE credits, and resources to help anyone—from beginner to seasoned pro—drive their career in finance & banking.
When will I have access to the lectures and assignments?
To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
What will I get if I subscribe to this Specialization?
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.
Is financial aid available?
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.