CIM Academy - Comprehensive Investment Banking Training

Join the Top Investment Banking Academy Program for Job Success

Finance majors graduate with technical knowledge, but we do not know of any academic programs that provide hands on experience in crafting Confidential Information Memorandums (CIMs), Business Valuations, and Targeted Buyer Lists which are essential skills for M&A professionals. Meanwhile, it is a challenging job market and only the most qualified finance majors, those with real world skills, will succeed. Our program fills this gap by offering dedicated M&A training for students who want to move beyond theory and build practical deal experience.

Similarly, many financial analysts in investment banking and private equity firms enter the industry without structured analyst training in transaction documentation. Without these skills, firms risk inconsistencies, missed opportunities, and inefficient deal processes along with stress and headaches for more senior leaders.

At InfoGate Confidential Information Memorandum Experts Academy, we solve this problem by offering real world investment banking training led by seasoned professionals, equipping participants with precise, practical expertise that will immediately provide in demand skills and enhance careers.

Upon completion you receive our exclusive Certificate of Completion and a digital badge attesting to your achievement.For Finance majors and aspiring financial analysts, this program is an essential way to show that you are credible, stand out in an extremely competitive marketplace, and hit the ground running. For firms, it is the key to avoiding hassles and headaches getting your analysts up to speed.

By purchasing, you agree to our Terms & Conditions

Who Should Enroll?

Finance Graduates, Near-Graduates, and New Financial Analysts

Gain real world experience that sets you apart in investment banking, private equity, or corporate finance. Landing a position with a financial firm in this market is extremely competitive and challenging. Do not miss out on the opportunity to stand out among other applicants. Take the next step in your finance career with our financial analyst training program and learn the real world techniques investment banks and PE firms expect. Build your expertise. Command your future.

Our Guarantee

You will complete our Investment Bank Academy knowing the skills required in order to create professional Confidential Information Memorandum (CIM), teaser documents, business valuations, and buyer lists. If you have questions after completion, reach out anytime for up to six months of responsive email support!

Firms & Teams

Train your analysts with a proven framework for producing high-quality transaction documents. Assure consistent quality and build a bench of even better analysts. Save time, headaches, and stress by having a team that gets it right. Remember the adage: Whether you pay for training or not, you pay for training!

Program Overview & Curriculum

Following is a high-level overview of your curriculum when you enroll:

Mastering Confidential Information Memorandum (CIM)

Understand the role of Confidential Information Memorandum (CIM) in M&A, the key components they must include, how to communicate effectively with clients and team members, and best practices for structure and flow. We walk you through every section of a Confidential Information Memorandum (CIM), step-by-step, with exercises to reinforce your learning.

Writing Persuasive
Teasers

Crafting concise, compelling summaries that attract investor interest. Learn how to highlight key value drivers, structure impactful content, and leave investors wanting to learn more. 

Developing Business Valuations

Methods, data analysis, and presenting valuation findings with credibility.

Building Effective
Buyer Lists

Identifying strategic buyers and ensuring outreach success.

Case Studies & Practical Exercises

Hands-on training using real transaction scenarios. 

Participants complete the program after proving that they can develop professional financial documents, ready to showcase their expertise to employers and clients. You will even develop a Confidential Information Memorandum (CIM) and valuation for us to review, and help you get even better.

Graduates receive a digital Certificate of Completion and badge.

Investment: $995 per person 

For individuals, the program is completely online. Start anytime, go at your own pace, and reach out anytime to our expert staff if you have questions or need support. 

For firms, with a cohort of at least 10 participants: Contact us if you would like us to deliver a live virtual training to your team. In-person trainings also available.  

Don’t procrastinate. Join InfoGate Investment Bank Academy today. It might be one of the best decisions you make for your career, or for your firm.

By purchasing, you agree to our Terms & Conditions

What Our Student Say

Our students love how the Investment Bank Academy helps them gain practical skills that set them apart in the finance industry. With expert instruction and real‑world examples, they leave confident and ready to tackle any financial documentation.
Sarah Mitchell
Banking Analyst
This course gave me the confidence to create Confidential Information Memorandum (CIM) and valuations I can be proud of. The bite-sized lessons were easy to follow and apply.
David Johnson
Private‑Equity Associate
It taught me exactly what I needed to know for real deal preparation, not just theory. The case studies and feedback were extremely helpful.
Maria Lopez
Corporate Development Manager
Our whole team took the course, and it improved our consistency and efficiency. We now work from the same framework, which has saved us time and effort.
Andrew N.
Senior Financial Analyst
This course is amazing. I wish I had it before starting in Investment Banking. With bite-sized modules and practical instruction, it teaches exactly what financial analysts need to succeed.

Ready to Start Your Journey?

Unlock your full potential with expert-led training and personalized support. Enroll now and stand apart in a brutally competitive market for analyst jobs!
By purchasing, you agree to our Terms & Conditions