Corporate Finance Institute – PowerPoint and Pitchbooks

Description of PowerPoint and 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

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 You’ll Learn In PowerPoint and Pitchbooks?

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