Here’s How to Master PowerPoint So You Complete Investment Banking Pitch Books and Buy-Side Investment Recommendations in Half the Time and Move Straight to the Front of the "Top-Tier Bonus and Promotion" Line
Tired of wasting time aligning shapes and formatting text while your MD or PM is breathing down your neck to get a presentation from you? Then the BIWS PowerPoint Pro 2.0 course is the solution you’ve been looking for…
PowerPoint Pro 2.0is the only course on the market at any price that teaches you how to master PowerPoint as it is used in investment banking, private equity, hedge funds, and other finance roles.
By "master," we don't mean "Here’s how you Save a File!" or "Look, here’s how you insert a text box on a slide!"
We mean: “Here’s how you optimize your entire PowerPoint setup and create custom shortcuts to maximize your speed, learn all the ninja tricks for alignment, distribution, and formatting that no one else knows, and get practice creating the most common presentation and slide types used in the finance industry.”
By the end, you’ll be a speed demon in PowerPoint.
Here’s what the full course includes, and how it will help you save hours of time, leave the office earlier, and put yourself on the fast-track for bonuses and promotions:
Optimize Your PowerPoint Setup: The first and most important step is to customize your PowerPoint setup and add the most common commands to the Quick Access Toolbar (QAT). This process alone will save you hours of time, and yet most people don't do it at all - or they do it incorrectly. We'll show you the ropes and explain how to use the interface, common commands, and shortcuts as efficiently as possible.
Master Shapes, Text, and Formatting: These are the key building blocks you need
for any slide or presentation – so you’ll
learn the fundamentals, including how to
insert and draw them properly, how to
align them anywhere, and how to
distribute, group, and format them,
including features like the Format Dipper
and Default Shapes that are grossly
underused but incredibly useful.
Organize Your Presentations Like a Pro: You’ll learn how to use the Slide Master
and Sections to organize and rearrange
entire presentations, create templates for
company profile slides, and make the
editing process more efficient; you’ll even
learn the subtleties that other courses
completely skip over, like Placeholders vs.
normal objects within the Slide Master.
Paste in and Format Excel Charts,
Diagrams, and More: This is one of the
most critical tasks you’ll complete in
finance, and you’ll triple your efficiency
after watching the lessons here – we cover
everything from financial model paste-ins
to valuation bar charts to “football field”
graphs, and even show you how to
manipulate company logos, tables, and
text from Word.
Learn by Watching and Practicing
Yourself: Almost every lesson in the
course includes a practice
exercise at the end so you can test your
knowledge and understanding, and get
even faster with the key shortcuts. The
entire last module of the course also
consists of additional practice exercises
where you test yourself by creating new
slides, fixing problems on existing slides,
and re-creating slides from scratch.
Get Dozens of Sample Pitch Book,
Presentation, and Company and Deal
Profile Layouts: Two modules of the
course are dedicated to different slide
layouts for 1-page, 2-page, column,
quadrant, and multiple-row profile
layouts, as well as sample 1-page and
multi-page deal profiles you can use at
assessment centers and in case
study-based interviews. You’ll get practice
creating these profiles, and then you’ll
get hundreds of presentations from banks
that use different layouts (NOTE: These are not PowerPoint files, just images and HTML
files from public filings).
Gain a Greater Attention to Detail Than
Veteran Bankers: You’ll get practice
applying “finishing touches” to a
presentation, incorporating a senior
banker’s feedback and changes, and fixing
spelling, grammar, and other alignment
issues across different slides. The lack of
attention to detail is a top reason for lower
bonuses and poor year-end reviews… and
you avoid all that with this set of lessons.
Learn More Advanced Features That Let
You Accomplish Ordinarily Impossible
Tasks: You’ll learn to use “Ninja Lines” to
align shapes into positions that would
ordinarily be impossible; you’ll also learn
how to merge shapes and create and
modify SmartArt to create new types of
shapes such as Harvey Balls that are not
built into PowerPoint.
Full, Word-for-Word Transcripts and
Quick Reference Guides: Video is great,
but sometimes you want it in writing as
well. So each lesson in the course comes
with a full, word-for-word transcript –
and you get quick reference guides for the
keyboard shortcuts (both built-in and custom
shortcuts) and how to use the course effectively
Track Your Progress and Take Notes: Check off each lesson as you go, and take
notes you can refer back to in the future so
you can make your study time fast and
productive. You can even print out all your
notes at once when you find out about that
interview 2 hours from now and need a
sudden crash course.
Test Yourself with In-Video and
End-of-Module Quizzes: In addition to following along and completing your own
exercises, you’ll also answer quiz
questions in the “Large” version of each
video, and you can review all the questions
at the end of each module in the course.
Full answer keys and explanations for all
the quiz questions are also provided.
Expert Support: We
have a team of experienced Investment
Bankers standing by to respond to your
questions, comments, and emails 365 days
per year, for a full 24 months after purchase. This is
like having your own modeling and
presentation “wingman” on tap – and you
never know when you’ll need that tip that
saves you 3 hours of time and lets you finish
Unconditional 90-Day Money-Back Guarantee: We’re so convinced that PowerPoint Pro is the most practical and
effective program of its kind that it comes
with an unconditional, 90-Day Money-Back Guarantee. That’s how much we believe in
What You Get – and What
Will Do for You
When you’re interviewing for internships and full-time jobs at investment banks, private equity firms, and hedge funds, a few questions will come up over and over again…
Can you analyze a recent deal and discuss it with us?
Can you create a short slide deck on the merits of this acquisition?
Can you pitch us a stock and make a long/short recommendation?
Can you recommend which company we should acquire?
A long time ago, interviews focused more on specific technical questions…
…but over time, they have become increasingly case study-based, especially at smaller firms and for buy-side roles.
To answer these questions and present deals, stock pitches, and investment recommendations, you have to understand both the structure of presentations and the mechanics of how to craft them.
You’ll master both of those with the 49 lessons in the PowerPoint Pro course.
And then when you’re on the job, you’ll be using PowerPoint for hours each day - especially in investment banking roles.
Here are the tasks you’ll routinely have to complete:
Managing Director in Investment Banking: “Please draft a pitch book to describe a potential client’s valuation, and recommend an appropriate M&A process to the client.”
Hedge Fund Portfolio Manager: “Draft a few slides on whether or not we should continue looking into this company as a potential investment.”
Private Equity Partner: “Draft a memo for the investment committee and describe your findings on this company – and please make an investment recommendation.”
Vice President in Investment Banking: “Please do some research on potential buyers in this market, and create a 2-page profile for the best one and 1-page company profiles on the 5 next-best acquirers.”
Through the course, you’ll learn how to accomplish all of those tasks – and much more.
The core lessons are based on a case study of a sell-side M&A / valuation pitch book for Jazz Pharmaceuticals, where you present your valuation of the company and illustrate your findings using charts, graphs, and other visuals rather than boring blocks of text:
Once you learn how to create each slide in this presentation, you’ll expand your knowledge via other presentations and company / deal profiles.
You’ll get hundreds of real presentations used by banks (NOTE: These are HTML and image files, not editable presentations), along with representative PowerPoint presentations that you might use in hedge fund and private equity roles.
And toward the end of the course, you’ll get many examples of deal and company profiles that you can immediately put to use for all the tasks above:
A one-page company profile template.
A more detailed two-page company profile template.
A two-column company profile template.
A quadrant profile template (i.e., four companies per slide).
A “profile summary” template for ten rows of company profiles per slide.
A one-page M&A deal profile template you might use in an investment banking-style presentation.
An eight-page M&A deal profile template you might use at an assessment center in London (or other regions that use ACs).
These templates are all based on real companies and real deals: examples include large pharmaceutical acquirers and the $4 billion leveraged buyout of Life Time Fitness by TPG and Leonard Green.
Take a Look at What You’ll Get Immediately After Signing Up...
And here’s the full run-down of what’s in the course:
Module 1: Overview and PowerPoint Setup
In this module, you’ll learn how and why PowerPoint is used in the finance industry, and why mastery of the key shortcuts and tricks can save you hours of time each day – resulting in a better life, higher pay, and better promotion and exit opportunities.
You’ll get a tour of the PowerPoint interface, and you’ll learn how to set up the Quick Access Toolbar (QAT), the slide master, and the formatting rules you’ll use over and over again.
You will also see examples of the real-life uses of PowerPoint, including in pitch books in investment banking and investment recommendations in private equity and hedge funds.
The final lesson of this module gives you a Quick Start Guide you can use to decide which lessons to focus on and which lessons to skip if you have limited time to complete this course.
Number of Lessons: 5 Length of Module: 1 hour and 15 minutes
Module 2: Shapes, Slides, Alignment, and Distribution
In this module, you’ll get a crash course on how to insert, format, align, group, and distribute shapes in PowerPoint, and you’ll practice your skills with numerous slides taken from a finished pitch book presentation for Jazz Pharmaceuticals.
In addition to all the standard commands for editing and formatting shapes and text, you’ll learn about features that few others know about, such as the Format Dipper, Default Shapes, and Ninja Lines for alignments that would ordinarily be impossible via the built-in PowerPoint commands.
You’ll also learn about connector lines for creating hierarchy diagrams, the “Merge Shape” feature for creating odd-shaped boxes and Harvey Balls, and the SmartArt feature for process diagrams, hierarchies, and more.
Number of Lessons: 12 Length of Module: 5 hours and 9 minutes
Module 3: The Slide Master and Sections for Organization
In this module, you’ll take a step back from individual shapes, text boxes, and slides, and learn how to manipulate PowerPoint presentations at a higher level with the Slide Master, Sections, and viewing modes.
You’ll start with a crash course on the Slide Master, and you’ll learn all its advantages and disadvantages, and cases where it might be useful or not so useful. You will also get practice creating a template slide for company profiles in a pitch book.
Then, you’ll learn how to use Sections to organize and rearrange presentations, and you’ll gain familiarity with the different slide viewing modes in PowerPoint and how they can help you fix problems in the presentation.
Number of Lessons: 4 Length of Module: 1 hour and 49 minutes
Module 4: Using Excel and Word Data, Pictures, and Tables
In this module, you will learn how to paste in data, graphs, and charts from Excel, Word, and Internet searches, and you’ll understand how to format it correctly within PowerPoint.
You’ll begin with several lessons on how to paste in Excel data, financial models, and graphs, and you’ll learn the different ways to paste in objects and how you can save time when doing so. You’ll also learn more about a few specific types of graphs that are tricky to format, such as the “football field” valuation graph.
Then, you will get practice pasting in company logos for use in profile and potential buyer/seller slides, and you’ll learn the trade-offs of different methods of pasting in data from Word.
Finally, you’ll conclude the module with a lesson on tables in PowerPoint, and you’ll understand how to use them and format them with ease.
Number of Lessons: 6 Length of Module: 2 hours and 50 minutes
Module 5: Finishing Touches
In this module, you’ll learn how to apply “finishing touches” to a PowerPoint presentation by inserting page numbers, footnotes, and labels, and then properly incorporating and checking your MD’s feedback, notes, and markup on your presentation.
You’ll also learn how to complete “final checks” for grammar, spelling, spacing, alignment, and more, and how to avoid common problems and oversights.
Number of Lessons: 3 Length of Module: 1 hour and 42 minutes
Module 6: Presentation and Pitch Book Examples
In this module, you’ll gain exposure to different types of pitch books, client presentations, and investment recommendation presentations used by real banks and other finance firms.
Rather than focusing on specific shortcuts or the mechanics of slide creation, here we look at presentations at a much higher level and show you the key components of M&A, valuation, deal process update, equity/debt, and industry overview presentations; we also cover CIMs, placement memos, and management presentations.
You’ll also learn how to structure and present investment recommendations in private equity and hedge fund interviews, and you’ll get a few example presentations from our other courses that you can re-purpose for your interviews.
Number of Lessons: 6 Length of Module: 2 hours and 8 minutes
Module 7: Company and Deal Profiles
In this module, you’ll get practice creating different types of company and deal profiles for use in pitch books and other presentations.
You’ll start with the familiar one-page profile format, then learn how to create a two-page profile, and then you’ll get practice with two-profile-per-slide and four-profile-per-slide layouts, as well as with a profile summary that lists 5-10 companies on the same slide.
Finally, you’ll wrap up by creating a “deal case study slide” that you might use in a pitch book or even as a supplement for your own resume, and you’ll learn how to create the same deal case study over multiple slides for use in an assessment center exercise.
Number of Lessons: 7 Length of Module: 2 hours and 41 minutes
Module 8: Practice Exercises
In this module, you will get practice completing exercises related to alignment, distribution, and formatting in PowerPoint. The lessons here are not a “required” part of the course, but they will help you gain speed and efficiency in PowerPoint.
You will also learn how to create some of the process diagrams and more complex slides in the Jazz Pharmaceuticals pitch book that we skipped over earlier in the course, such as the “Other Valuation Considerations” slide and the Process Recommendations and Timeline slides.
Finally, you will get some useful templates in this module that you can apply to other presentations for tasks like creating “Management Team” slides and turning a list of boring bullet points into a more interesting set of diagrams.
Number of Lessons: 6 Length of Module: 1 hour and 51 minutes
Hear What Our Customers Have to Say About Their Results with PowerPoint Pro
At last count, over 41,053+ students, entry-level professionals, and career changers have used Breaking Into Wall Street to master modeling, win interviews, and break into high-paying jobs in investment banking, private equity, hedge funds, equity research, and more.
Take a look at what some of them have to say (these are actual unedited email screenshots… a few details have been blacked out to protect customers' privacy.)
"Without this tutorial for I-Banking, I probably would have gotten fired."
"I actually installed your ready-to-use Quick Access Toolbar from the PPT course on the desk and used many tricks you said on the Excel course."
"During the training at the bank for PPT, I found that I already know everything they were teaching with ALL credit to BIWS!"
"You and your team have clearly done a lot of research and significantly enhanced the course! Full marks for the update!"
"Brian broke down the sessions into easily digestible segments that made the learning process smooth and well-paced."
"I honestly now have a drastic and noticeable advantage over my peers because my decks look deal-ready and I'm able to pump them out in ~1/4th of the time that I used to."
"The presentation skills helped me win a court case!"
"I've just started working through the PowerPoint Pro course, but just wanted to let you know that it's been an incredible resource already."
The BIWS Interactive Learning Portal is Your Roadmap to Fast Understanding and Quick Answers from Our Expert Support Team
Here's a sample video from the Powerpoint Pro course so you can see for yourself exactly what you'll get:
Here’s the Full Run-Down of Everything You Get in PowerPoint Pro 2.0
Here’s what you receive in the 19 hours of training (49 videos + full transcripts):
Introductory Lessons on How to Set Up PowerPoint Properly: These lessons get you up to speed on PowerPoint, the user interface, the Quick Access toolbar, and its real-life usage.
Core Lessons on Shapes, Slides, Alignment, and Distribution: These tutorials cover the most common shortcuts and commands you’ll be using all day – inserting and aligning shapes, formatting them, grouping and distributing them, and inserting and formatting text and elements like connector lines. Default Shapes, Ninja Lines, Merge Shapes, and SmartArt are also covered.
Core Lessons on the Slide Master and Sections: These lessons are all about how to organize your presentations properly and how to create templates that you can use again and again.
Core Lessons on Excel, Word, Pictures, and Tables: These lessons will show you how to insert and format objects from other programs, such as Excel and Word; you’ll also get practice manipulating company logos and tables.
Core Lessons on Finishing Touches: You’ll learn how to use page numbers, footnotes, and labels, and fix spelling, grammar, and layout problems, as well as how to incorporate senior bankers' changes to your presentations here.
Time-Saving PowerPoint Shortcuts: These will work in ANY modern version of PowerPoint, and will save you hours of time as you use the keyboard for as much as humanly possible.
Sample 47-Slide Sell-Side M&A and Valuation Pitch Book for Jazz Pharmaceuticals: You’ll get an entire presentation that you can use for other deal types, as well as examples of company profiles, process and hierarchy diagrams, and slides with graphs, charts, and financial model paste-ins.
5 Company Profile Templates and 2 Deal Case Study Templates You’ll get templates for 1-page, 2-page, 2-column, 4-per-page, and multiple-rows-per-page profile slides, as well as a shorter, 1-page deal template you can use in banking presentations and a longer, 8-page example you can use in assessment centers and case studies.
6 Additional Practice Exercises: And then you’ll get even more practice at the end of the course with practice exercises on "bullet busting," fixing alignment and formatting issues, and recreating complex "process diagram" slides.
80 Practice Quiz Questions: Test your knowledge and skills via dozens of in-video
and end-of-module quiz questions in the course, covering everything from PowerPoint setup to advanced alignment and formatting tricks. You also get the full answers and explanations.
Instant Access when you sign up because everything is delivered online - no shipping charges or trips to the post office.
Free Updates and Expert Support. And much, much more...
Want Even More Details? Download Our PDF Course Descriptions
add to cart Just 1 Payment of $197 100% Unconditional Money-Back Guarantee
Plus Expert Support From Current And Former Investment Bankers
Just moments after you enroll, you’ll receive Instant Access to the entire Course.
Everything is digital, so you do not have to wait for physical products to arrive in the mail, and there are no shipping charges.
You can download any of the videos or other resources to your preferred device, so you can learn whenever and wherever you like.
But that’s not the best part.
The best part is 365-day-per-year expert support, for a full 24 months after purchase!
If there’s anything at all you don’t understand, just go to the “Question/Comment” area below each and every lesson, and ask your question there.
These comments are monitored and responded to by our expert support team - every one of whom has personal experience working on deals at investment banks, private equity firms, and/or other finance firms.
So you’ll actually get responses from people with deep experience in the field.
This personalized, expert support is one of the things that sets Breaking Into Wall Street apart and gets you to your goals faster.
You can often learn just as much from reading other customers' questions, and our responses, as you will from the lessons themselves!
Our 1-on-1 coaching rate is $200+ per hour. But when you invest in the BIWS PowerPoint Pro, personal support is included for FREE.
NOTE: There are some limitations to these support services. For example, we cannot complete presentations, case studies, or homework assignments for you.
We also cannot provide play-by-play support with an earpiece during interviews.
Finally, we cannot answer questions about topics not covered in the course, such as how to value insurance companies or how to solve programming case studies in interviews with technology companies.
We’re happy to answer career-related, qualitative, and technical questions that are related to the course materials.
So, What’s Your Investment in the PowerPoint Pro 2.0 Course?
To put this in context, let’s look at your Return on Investment in this course…
The pay for entry-level investment banking jobs varies from year to year, but it's safe to say that even entry-level Analysts would earn between $140,000 and $160,000 USD right out of university.
At the MBA level, that climbs to $200,000 to $250,000 USD. And as you progress, your total compensation only gets higher and higher; top bankers earn 7 figures annually. And every top banker had to start at the entry level and get their foot in the door, just like you today.
Compared with the potential upside, the enrollment fee for this course is nominal:
Your investment in the full PowerPoint Pro 2.0 course (including ALL of the valuable content and training detailed above) is just $197.
Here’s how you can think of that course enrollment fee:
If you tried to learn everything here by yourself instead, it would take you at least 50-60 hours – and you’d have no one to check your work or answer your questions. Even if you assume a rate of only $10 per hour, self-study would cost you at least $500 – $600 worth of time.
Once you’re in investment banking, you might be working on a pitch book at 3 AM and suddenly realize that you don’t know how to fix a formatting problem...
Leave in that kind of error and you’ll hear all about it in your year-end review – it’s a competitive field, and everyone else is hyper-attentive to detail.
Bonus tiers for Analysts can be $5,000 to $10,000 USD apart – so simple formatting errors in your presentations could actually cost you $5,000 to $10,000.
Or, you could just sign up for PowerPoint Pro and prevent all that from happening.
By doing so, you:
Save yourself potentially hours of time each day – worth $30,000+ at annual
compensation of $150,000, or $40,000+ at yearly compensation of $200,000.
Get training that would normally cost you at least $500 – $600 in opportunity cost,
and likely far more than that.
Avoid the key pitfalls that might cost you $5,000, $10,000, or more in lost earnings
from your year-end bonus.
And significantly improve your chances of winning jobs that pay $150,000 –
$250,000 or more per year, even when you’re first starting out. That’s a 760x –
1,260x return on investment!
There is simply no other way to get this level of training... this level of support, help, and troubleshooting on demand... this level of testing and practice... and this level of access to a community of thousands of peers...
…at ANY price!
To date, over 41,053+ people have invested in BIWS training and gone on to secure lucrative and stimulating jobs in the industry. I want you to be next, and I want to make this a "no-brainer" decision for you.
add to cart Just 1 Payment of $197 100% Unconditional Money-Back Guarantee
So just in case you're not absolutely convinced PowerPoint Pro is for you, let me remove any last shred of risk. You're completely covered by our unconditional 90-Day Money-Back Guarantee:
The 90-Day “Total Delight” Money-Back Guarantee
Some people question why we offer this guarantee at all... but we believe in the product, and the sheer volume of customer success stories we've received tells us we’re making a difference and doing something right.
So, here goes:
PowerPoint Pro comes with an unconditional Money-Back Guarantee – valid for 90 days from your date of purchase.
That’s right - take 90 days to evaluate everything inside the course… take all the training… ask support questions… and if you’re not 100% satisfied, or otherwise don’t believe this is for you, simply contact us via the “Contact” link displayed on every page of the site and ask for your money back.
You’ll receive a prompt and courteous refund.
Some people think we’re crazy to offer such a strong guarantee.
"Wait," they say, "won't people rip you off if you're so generous?"
Actually, we've found the opposite to be the case.
This guarantee is proof that we back this course 100%, AND that we’re committed to making sure you have a great experience over the long term.
We either perform for you, or you get your money back. That’s how it should be.
Decision And Action Time
Let's very quickly recap what you're getting here:
This is the most comprehensive and most practical PowerPoint training around, at the best price, with the best support, and with the best guarantee. This is as risk-free as an offer can come.
In fact, the ONLY risk is that you might go into your internship or job without having taken this course – but your new co-workers all have.
The next move is up to you.
You can hope that an investment bank hires you and doesn’t care about your PowerPoint skills or how well you can create slides… good luck to you there…
Or you can confidently tell banks you’ve invested in the only comprehensive training program on the market that teaches you how to use PowerPoint in the finance industry, based on pitch books, deal and company profiles, and more – and authored by experienced investment bankers who have worked on dozens of deals.
P.S. If you're looking to gain an edge in your interviews, during your summer internship, or even during your first few years in IB, PE, or hedge funds, this course will give you that edge.
It gives you everything you need to master profile, slide, and presentation creation - without spending 2-3 years on the job first.
Nothing beats real deal, client, and investment experience, of course, but this course is the next best thing. Enroll now and you'll have access to everything in just a few short minutes.
add to cart Just 1 Payment of $197 100% Unconditional Money-Back Guarantee
Get Unlimited Access To PowerPoint Pro
Add to Cart Just 1 Payment of $197 100% Unconditional Money-Back Guarantee
100% Unconditional Money-Back Guarantee