PowerPoint & Pitchbooks (On-Demand - CFI)
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.
Access expires 180 days from purchase date |
Applicable for
Learning Objectives
By the end of this course, you will be able to:
- Explain the role of pitchbooks in investment banking and corporate finance.
- Apply professional pitchbook design principles to structure slides with clear hierarchy, logical flow, and consistency aligned with investment banking standards.
- Use PowerPoint tools such as Slide Master and alignment guides, to build accurate, client-ready pitchbook slides that incorporate elements such as tables, charts, and timelines.
- Evaluate AI-assisted and manually created pitchbook content to identify gaps in accuracy, structure, and professionalism.
- Create a professional-quality pitchbook in PowerPoint that effectively communicates financial analysis to senior stakeholders.
- Adapt pitchbook content to the requirements of live presentations.
Content
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
- Setting up 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
- Slide transitions
- Animations
Course Content Created: August 2018
Course Content Updated: April 2026
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.About This Product
On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
- 4.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 4
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
PowerPoint & Pitchbooks (On-Demand - CFI)
- 4.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 4
- Credits
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.
Access expires 180 days from purchase date |
Applicable for
Learning Objectives
By the end of this course, you will be able to:
- Explain the role of pitchbooks in investment banking and corporate finance.
- Apply professional pitchbook design principles to structure slides with clear hierarchy, logical flow, and consistency aligned with investment banking standards.
- Use PowerPoint tools such as Slide Master and alignment guides, to build accurate, client-ready pitchbook slides that incorporate elements such as tables, charts, and timelines.
- Evaluate AI-assisted and manually created pitchbook content to identify gaps in accuracy, structure, and professionalism.
- Create a professional-quality pitchbook in PowerPoint that effectively communicates financial analysis to senior stakeholders.
- Adapt pitchbook content to the requirements of live presentations.
Content
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
- Setting up 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
- Slide transitions
- Animations
Course Content Created: August 2018
Course Content Updated: April 2026
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.About This Product
On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.