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GLOBAL LEADER IN PROFESSIONAL TRAINING PROGRAMS

DUAL CERTIFICATE PROGRAM IN

INVESTMENT BANKING AND
FINANCIAL ANALYTICS

#1 INTERNATIONAL
TRAINING INSTITUTE
RANKED BY BUSINESS WORLD, BRITISH COLUMBIA TIMES,
BUSINESS STANDARD, AVALON GLOBAL RESEARCH, IFC
AND SEVERAL RECOGNIZED FORUMS.

www.bostoninstituteofanalytics.org
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Boston Institute of Analytics -

Empowering Minds, Transforming Futures.
As the world’s top ranked advanced training institute, Boston Institute of Analytics imparts training to students and working
professionals via classroom training conducted by industry experts. With training campuses across US, UK, Europe and Asia, BIA® has
training programs across the globe with a mission to bring quality education in emerging fields. BIA® courses are designed to train
students and professionals on industry's most widely sought after skills, and make them job ready in today’s rapidly evolving world.

Boston Institute of Analytics stands as the pinnacle of global excellence in education, boasting seven distinguished schools that
cater to the diverse and evolving demands of the professional landscape.

The BIA® School of Technology & AI offers a spectrum of courses ranging from Data Science to Cyber Security, ensuring students
are equipped with cutting-edge skills in the rapidly advancing field of technology. The BIA® School of Management provides
comprehensive courses in disciplines such as Investment Banking, Financial Analytics, and Business Management, shaping future
leaders with a strategic and forward-thinking mindset. For those aspiring to enter the creative industries, the BIA® School of
Animation & Design offers courses in Animation, Gaming, Fashion Analytics, VFX, and more, fostering innovation and artistic
expression. BIA® School of Media and Communications has range of in-demand courses spanning across journalism, advertising,
english communications and public speaking to equip students to thrive in today's ever-evolving media and communications
landscape. BIA® School of Scholars has an array of engaging courses tailored for young minds in the K-12 age group, covering a
spectrum from abacus, animation, AI, robotics to foreign languages, preparing the young minds for the hyper competitive world of
tomorrow. BIA® The Post Graduate Degree School, in collaboration with Woolf Higher Education Institution, presents a diverse
range of Master’s Degree Programs in Data Science to MBA with specialization in multiple domains. BIA® School of Corporate
Training offers meticulously curated courses with the flexibility of crafting bespoke training programs tailored to equip the
corporate workforce with the latest knowledge, skill sets, and strategies necessary for success in today's dynamic landscape.

BIA's influence extends across the globe with a network of 105+ campuses, creating a truly international learning environment. At
the heart of its success is the commitment to delivering training by industry experts, ensuring that students receive real-world
insights and practical knowledge. BIA's immersive classroom interactive format enhances the learning experience, allowing
students to engage actively with the material and collaborate with peers. As the global leader in these specialized courses, BIA®
continues to shape the future of professionals, empowering them to thrive in their chosen fields.

BIA® has been consistently ranked number one international training institute by Business World, British Columbia Times, Business
Standard, Avalon Global Research, IFC and Several Recognized Forums. Boston Institute of Analytics classroom training programs
have been recognized as industry’s best training programs by global accredited organizations and top multi-national corporates.
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Global Leader in Professional Training Programs

7+ 105+ 350+
COUNTRIES CAMPUSES GLOBAL CORPORATE
PARTNERS

50,000+ 15+ Million 7,000+

BIA ® TRAINED STUDENTS TRAINING HOURS COMPLETED INDUSTRY TRAINERS
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BIA® IN NEWS
Boston Institute Of Analytics Tops The Data
Science Training Institute Rankings In Classroom
Training Space

Boston Institute Of Analytics Fast Becoming A

Monopoly In Classroom Training Market For AI
And Advanced Tech Courses

Boston Institute of Analytics expands footprint

to Middle East, Dubai campus to launch by
August

Boston Institute of Analytics launches its 25th

training campus in India, plans for 100 in 2023

ARTICLE LINKS:
https://www.businessworld.in/article/Boston-Institute-of-Analytics-Tops-The-Data-Science-Training-Institute-Rankings-In-Classroom-Training-Space/26-06-2023-481846/
https://www.businessworld.in/article/Boston-Institute-Of-Analytics-Fast-Becoming-A-Monopoly-In-Classroom-Training-Market-For-AI-And-Advanced-Tech-Courses/01-05-2023-474826/
https://www.business-standard.com/content/specials/boston-institute-of-analytics-launches-its-25th-training-campus-in-india-plans-for-100-in-2023-123041000616_1.html
https://www.hindustantimes.com/brand-stories/boston-institute-of-analytics-expands-footprint-to-middle-east-dubai-campus-to-launch-by-august-101681729275989.html
 Top Enrolled BIA® Courses
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1500+ 1300+
Admissions Admissions
Every Month Every Month

DATA SCIENCE & ARTIFICIAL INTELLIGENCE CYBER SECURITY & ETHICAL HACKING

1100+ 1200+
Admissions Admissions
Every Month Every Month

INVESTMENT BANKING & FINANCIAL ANALYTICS FULL STACK MOBILE APP DEVELOPMENT

And Many More...

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Key Highlights

INDUSTRY APPROVED CURRICULUM BECOME INDUSTRY READY

Courses designed and developed by top industry professionals. Work on real industry case studies.

LEARN FROM SCRATCH, OR NOT! UNIFIED LEARNING

Depending on your current expertise level, choose Core or Advanced Explore the benefits of both classroom & online learning.
module.

LEARN FROM EXPERIENCED INDUSTRY

HANDS-ON TRAINING PROFESSIONALS
You cannot master a language without speaking it.
Professionals know what to prepare you for.

100% PLACEMENT ASSISTANCE

Access to jobs and internships from partner companies,
resume building, interview prep and soft skills training.
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BIA® Alumni Working With Top Global Companies

And Many More...

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Learning Path

LEARN THROUGH CASE STUDIES UNDERGO HANDS-ON TRAINING PERFORM ASSIGNMENTS

CAPSTONE PROJECT INTERVIEW PREP AND IN-CLASS ASSESSMENT AND

SOFT SKILLS TRAINING FEEDBACK ON ASSIGNMENTS

PLACEMENT ASSISTANCE LIFETIME CAREER SUPPORT

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Mode of Learning

+
CLASSROOM + ONLINE
BIA has a CLASSROOM + ONLINE training pattern where students have the flexibility to attend the sessions IN CLASSROOM as well as ONLINE. BIA Trainers conduct the
training sessions live from BIA Classrooms. All BIA sessions are live streamed for students from that batch, thus enabling students to attend the same sessions ONLINE and
interact with the Trainer as well as other students.
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Skill-Sets Covered

FINANCIAL STATEMENT VALUATION DATA DATA ANALYTICS

ANALYSIS TECHNIQUES VISUALIZATION

FINANCIAL MODELING PORTFOLIO FINANCIAL REPORTING FRAUD DETECTION

OPTIMIZATION AND ANALYSIS
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Tools & Technologies

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International Certification
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Right Here In India!
Di sti n g ui s he d
Pe r fo rm e r

CERTIFICATE
OF COMPLETION All our certificates are validated with
TH I S C E RT I F I CAT E I S AWA R D E D T O
a unique authorization QR code.

Your Name Here

C O U R SE : IN VES TMEN T BA N KIN G & FI N A N CIA L A N A LYTI CS
P R O GR AM T Y P E : CLA S S RO O M
M O DU L E : CORE
C O M P LE T E D O N : D ECEM BER 2023
CAM PU S : M G RO A D , BEN G A LURU
R

D i sti ng ui shed
Perf o rm er

CERTIFICATE
OF COMPLETION
T H IS C E RT I F I CAT E I S AWA R D E D T O

Issu e d On
Your Name Here
COURSE : INV E STM E NT BANK ING & F INANCIAL ANALY TICS

D E C E M BE R , 2 0 2 3
P ROGRAM TY P E : CLASSROOM
M ODUL E : CORE
COM P L E TE D ON : DE CE M BE R 2 0 2 3

DIR ECTO R G L OBA L H E A D CAM PUS : M G ROAD, BE NGALURU

Issued On
D E C E M B E R , 2 0 23
DIRECTOR GLOBAL HEAD
 Know Your Future As
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Investment Banking & Financial Analytics Professional

Job Roles You Can Apply For

MERGERS AND
INVESTMENT BANKING EQUITY RESEARCH
FINANCIAL ANALYST RISK ANALYST ACQUISITIONS (M&A)
ANALYST ANALYST
SPECIALIST

CORPORATE FINANCE DATA ANALYST BUSINESS INTELLIGENCE

PORTFOLIO MANAGER FINANCIAL CONSULTANT
MANAGER IN FINANCE ANALYST

WEALTH MANAGEMENT FINANCIAL MODELING FINANCIAL COMPLIANCE QUANTITATIVE ANALYST FINANCIAL DATA
ADVISOR SPECIALIST ANALYST (QUANT) SCIENTIST

And Many More...

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BIA® Alumni

Starting Salary Average Salary

6-9 LPA 12-14 LPA

Placement Drives @ BIA® Campuses
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INVESTMENT BANKING &

FINANCIAL ANALYTICS

Certification Program Fee

₹87,000
Diploma Program Fee Includes 2 Months Internship

₹1,27,000
Master Diploma Program Fee Includes 6 Months On-Job Training as

₹1,75,000
Investment Banking Analyst

GST INCLUDED
NO COST EMI AVAILABLE
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DUAL CERTIFICATION
IN TWO MOST IN-DEMAND AND HIGHLY PAID SKILLS

INVESTMENT
BANKING
+ FINANCIAL
ANALYTICS
R R

Di s ti ngui s hed Distinguishe d

Per f or mer Pe r for me r

CERTIFICATE CERTIFICATE
OF COMPLETION OF COMPLETION
TH IS C ERTIFICATE IS AWARDE D TO TH I S CERTI F I CATE I S AWA RDED TO

Your Name Here Your Name Here

COURSE : I NVESTMENT BANKI NG COU RS E : F I N A N C I AL AN A LY TI C S
PROGRAM TYPE : C LASSROOM P ROG RA M TY P E : C LA S S R O O M
MODULE : C ORE M OD U L E : CORE
COMPLETED ON : D EC EMBER 2 0 2 3 COM P L E TE D ON : D E C E M B E R 2023
CA M PU S : MG ROAD , BENGALU RU CA M PU S : M G R O A D , B E N G ALU R U

Issu ed O n Issued On
DECEMBER, 2023 DECEMB ER, 2 0 2 3
DIREC TOR G LO BAL HE AD DI RECTO R GL O B A L H EA D
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INVESTMENT BANKING & FINANCIAL ANALYTICS

CORE MODULE
Embrace the dynamic world of Investment Banking with our comprehensive training program, seamlessly combining the best of both worlds:
Investment Banking and Financial Analytics. This course includes special valuation exercises, capstone projects, guest sessions from industry
experts, masterclasses, and live BIA® DoubtBuster sessions.

CERTIFICATION DIPLOMA MASTER DIPLOMA

4 Months 6 Months 10 Months
(100 HOURS WEEKEND COURSE) (100 HOURS WEEKEND COURSE) + (100 HOURS WEEKEND COURSE) + (6 MONTHS ON-JOB TRAINING AS INVESTMENT BANKING ANALYST)
(2 MONTHS PROJECT INTERNSHIP)

COURSE EXPECTATIONS AND STRUCTURE INTRODUCTION TO INVESTMENT BANKING FUNDAMENTALS OF EXCEL

Overview of the Course Modules Overview of Investment Banking Overview of Excel Interface
Brief on Assignments and Assessments Key Functions of Investment Banks Key Formulas and Functions
Investment Banking vs. Commercial Banking Ranges and Tables
Investment Banking Business Model Data Cleaning – Text Functions, Dates and Times
Industry Trends and Outlook Conditional Formatting
Regulatory Environment and Compliance Sorting and Filtering
INTRODUCTION TO LEARNING ENVIRONMENT Role of Investment Banks in Financial Markets
Digital Platforms and Resources Intermediation in Financial Markets ADVANCE EXCEL
Communication Channels Investment Banks as Financial Intermediaries Pivots
Market Participants Data Analysis in Excel – Trends and Patterns
Behavioral and Skill Competencies Data Visualization in Excel – Charts and Plots
Employment Opportunities Working with Multiple Worksheets
Class Assignment: Case Study/Role Play Linking and Referencing the Data Between Worksheets
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INVESTMENT BANKING & FINANCIAL ANALYTICS

FINANCIAL REPORTING & ANALYSIS: 1 IB BUSINESS OF EQUITIES: 1 IB BUSINESS OF DEBT/FIXED INCOME: 1
Understanding Income statement Functions of The Financial System Fixed-Income Security Features
Understanding Balance Sheet Classifications of Assets and Markets Common Types of Bond
Overview of Statement of Changes in Equity The Major Types of Securities, Currencies, Contracts, Contents of a Bond Indenture
Role of the Statement of Comprehensive Income Commodities, and Real Assets Legal, Regulatory, and Tax Considerations
Introduction to Cash Flow Statement Financial Intermediaries and Services Fixed-Income Securities Cash Flows
Practical Excel Exercise Security Market Index Fixed-Coupon Structures and Coupon Arrangements
Market Efficiency Embedded Options in Fixed-Income Securities
FINANCIAL REPORTING & ANALYSIS: 2 Types of Equity Securities Bonds in Primary Markets and Secondary Markets
Investing in Non-Domestic Equity Securities Sovereign and Non-Sovereign Bonds
Overview of Common-Size and Trend Analysis
Market Value Vs Book Value of Equity Securities Types of Debt Issued by Corporations
Introduction to Financial Ratios
Cost of Equity, Return on Equity and Required Rates of Return Structured Financial Instruments
ROE and DuPont Analysis of ROE
Practical Excel Exercise Securitization and its Parties
EPS and Dilutive Securities
Practical Excel Exercise
Practical Excel Exercise

PRINCIPLES OF CORPORATE FINANCE IB BUSINESS OF EQUITIES: 2

Time Value of Money and its Application Equity Valuation Models
Risk Premium in Required Rate of Return Dividends, Stock Splits and Share Repurchases
PV and FV (Single Sum, Annuities and Perpetuities) Divided Discount Models
Capital Investment Non-Callable and Non-Convertible Preferred Stock
NPV and IRR in Capital Allocation Multistage Dividend Growth Models
Capital Structure Relative Valuation
Practical Excel Exercise Practical Excel Exercise
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INVESTMENT BANKING & FINANCIAL ANALYTICS

IB BUSINESS OF DEBT/FIXED INCOME: 2 IB OF WEALTH MANAGEMENT BUSINESS EQUITY VALUATION FINANCIAL MODEL
Bond Prices and The Time Value of Money Investment Concerns of Private Clients and Institutions Class Assignment: Equity Valuation Financial Model
Relationship Between Price and Maturity Information and Skills needed for Advising Private Clients Understand Business and Operating Models
Spot Rates and Accrued Interest Formulating Client Goals and Evaluating Risk Tolerance Collect and Structure Data
Flat Price, Accrued Interest, and The Full Price Assessing Capital Sufficiency for Client Goals Model Historical Statements
Matrix Pricing Retirement Planning Principles Understanding Key Model Drivers
Effective Yield of a Bond Investment Policy Statement (IPS) for Private Clients Modeling Driver Assumptions
Yield Measures for Fixed-Rate Bond Portfolio Construction Projecting Future Drivers
Yield Measures for Bond Having Embedded Options Portfolio Allocation and Investments for Private Clients Modeling Revenue
Yield Measures for Floating-Rate Notes Traditional Approach to Portfolio Construction Modeling Expenses
The Relationship Between Forward Rates and Spot Rates Goals-Based Investing Modeling Asset Schedule
Yield Spread Portfolio Reporting and Review Practices Modeling Depreciation Schedule
Sources of Return from Investing in a Fixed-Rate Bond Evaluating Investment Program Success Modeling Loans and Advances
Measure of Bond’s Interest Rate Risk Ethical and Compliance Considerations in Advising Modeling Taxation
Practical Excel Exercise Relationship Between Service Levels and Range of Solutions Modeling Financial Statements
Practical Excel Exercise Interlinking Financial Statements
Modeling Key Ratios
IB BUSINESS OF TRADING & DERIVATIVES:1 INTRODUCTION TO EQUITY RESEARCH REPORT & PITCH DECK Modeling Wacc and Cost of Equity
Derivatives Instrument and Market Features Introduction to Equity Research Modeling Equity Valuation using DCF
Forward and Futures Components of a Research Report Modeling Sensitive Analysis
Swaps and Options Company’s Business Model
Credit Derivatives and their Characteristics Revenue and it’s Drivers, including Pricing Power
Advantage, Risk and use of Derivatives Operating Profitability and Working Capital
Arbitrage and Replication in Derivative Pricing Capital Investments and Capital Structure
Practical Excel Exercise Practical Exercise
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INVESTMENT BANKING & FINANCIAL ANALYTICS

FUNDAMENTALS OF MERGERS & ACQUISITIONS MASTERING IB WITH PROMPT ENGINEERING MASTERING POWER BI
The M&A Business Introduction to Language Model Introduction to Power BI, Key Features, Installation and Setup
Synergy Analysis and Creating Value, Managing Capital Structure Different Types of Models Understanding the Power BI Desktop Interface
Equity Separations Best Practices for Prompt Writing Exploring the Workspace: Ribbons, Panes and Menus
Private-Equity Deals AI and Microsoft Office 365 Tools Data Transformation
Strategic Investment Deals Presentations using AI Tool Data Modeling: Relationships, Keys and Hierarchies
Financing and Exit Strategies AI Tools for Investment Banking and Finance Data Analysis Expressions (DAX), DAX Functions and Calculations
AI Tools for Startups Advanced DAX Calculations: Time Intelligence, Filters and
AI Tools for Venture Capital Funds Measures
Charts and Page Layouts
MASTERING FINANCIAL ANALYTICS USING PYTHON
Creating A Power BI Dashboard
MASTERING MERGERS & ACQUISITIONS MODELLING
Publishing and Sharing Reports and Dashboards
The Valuation, Pricing, and Fee Structure of M&A Deals Python and its Applications in Finance
Hands-on Activity
M&A Model using a Recent Deal Data Types in Python
Collecting and Projecting Numbers Basic Operations in Python
High Level Merger Accounting for Goodwill Operators in Python
Modeling a Financing Plan Control Flow Statements in Python
Performing Synergy Analysis Introduction to Functions in Python
Modelling Sensitivity Analysis on Acquirer’s EPS Practical Exercise
Modeling Contribution Analysis Data Acquisition and Manipulation
Modelling Accretion/Dilution Analysis Statistics
Pandas Dataframe
Basic Data Exploration
Cleaning and Preparing Financial Data
Data Manipulation Techniques
Practical Exercise
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INVESTMENT BANKING & FINANCIAL ANALYTICS

MASTERING TABLEAU SOFT SKILLS TRAINING INTERVIEW PREPARATION
Overview of Tableau Prep Presentation Skills Interview Do’s and Don’ts
Data Connections, Cleaning and Transformation Email Etiquettes Mock Interviews
Introduction to Tableau Desktop LinkedIn Profile Building HR and Technical Interview Prep
Data Source Connection and Navigation Personality Development and Grooming One-on-One Feedback
Visual Analytics – Sorting and Filtering Data Interactivity
Working with Calculated Fields
Aggregations and Level of Detail (LOD) Expressions
Creating Charts and Dashboards in Tableau
Hands-on Activity

CAPSTONE PROJECT ALLOCATION, MENTORSHIP & PRESENTATION

Project and Dataset Assignment by Capstone Mentor
Orientation Session by Capstone Mentor – Project Expectations
Mentorship Session by Capstone Mentor – Doubt Resolutions
Project Presentation
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Testimonials
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Access to Global Network of BIA® Advisory Council

Co-leading the Financial Literacy Initiative at Boston Private Industry Council,

Managing Director of a US-based machine learning company, specializing in Member of ‘President’s Council’ at Boston Children’s Museum, Teaches Investment
algorithm development for financial services. IIT Bombay alumnus. course at Clark University, CFA® Charter Holder, Boston University alumnus.
ASHWIN MALIK XI ZHAO
MESHRAM Specialities: Domain Expertise: Specialities: Domain Expertise:
Predictive Analytics, Machine Learning, Insurance, Retail, E-commerce, Banking, Econometrics, Risk Modelling, Automobile, Banking, Insurance,
Artificial Intelligence Asset Management Marketing Analytics Asset Management

VP of Product and Implementation at a US-based machine learning and artificial

Advisor at SPARK research program at Stanford University, Ex- Global Brand
intelligence company; Majored in Physics from Tufts University.
Strategy at Intel, Ex-Oliver Wyman, Wharton alumnus.
www.biaclassroom.com
PETER VIOLA MICHAEL AGHA
Specialities: Domain Expertise: Specialities: Domain Expertise:
Scenario Planning Algorithms, M & Insurance, Asset Management, Corporate Strategies, Marketing Analytics, Health Care & Life Sciences, Pharmaceutical,
A Analytics, Operational Efficiency E-commerce Business Transformation Hard Tech

Managing Director of a global company specializing in analytics and

Managing partner at US based business transformation company, Ex-CMO at
insurance-based software; Board member of The Boston Children’s Museum and
LIMRA LOMA.
BUILD.ORG. Ex-president of Institutional Initiatives with The Princeton Review.
JAMES KERLEY TONY BORDON Ex-COO of Riverdeep Inc.
Specialities: Domain Expertise:
Sales Analytics, Marketing, Strategy Insurance, Finance, Wealth Management Specialities: Domain Expertise:
Marketing Analytics, Digital Media, Education,
Sales Strategies Entertainment Publishing

CEO of a predictive analytics and artificial intelligence company based out of CEO of a marketing and research analytics firm. Consultant to Fortune 1000
Boston. Ex-Partner at Oliver Wyman. companies.
RISHIKESHwww.biaclassroom.com
NIRAV DAGLI
Specialities: Domain Expertise: DESHPANDE Specialities: Domain Expertise:
Financial Modelling, Algorithm Development, Banking, Insurance, Asset Management, Marketing Analytics, Financial Modelling, Retail, FMCG, Consumer Goods, Media,
Predictive Analytics Consumer Goods Predictive Analytics Manufacturing, Telecom
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BIA® In Action

Case Study session at Boston University Questrom School of Business Case Study session at Boston University Training session in progress at Boston, MA

Training session in progress at Boston, MA Industry case study presentation at Boston, MA Training session in progress at Mumbai
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BIA® In Action

Training in progress at Boston, MA Industry case study presentation in progress Case Study session at Boston University

Case Study session at Boston University Questrom School of Business Training session in progress at Boston, MA Session in progress at Boston, MA
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GLOBAL LEADER IN PROFESSIONAL TRAINING PROGRAMS

BOSTON | LONDON | DUBAI | DOHA | LAHORE | MUMBAI | DELHI | BENGALURU

For any queries, please contact

United States United Kingdom India

50 Milk St,18th Floor, Boston, 30 St Mary Axe, 28F, London Quest Offices, Raheja Towers, Level 10UF,
MA 02109 EC3A 8BF 26-27 Mahatma Gandhi Road Place,
Bengaluru, Karnataka 560001

+91 9619 000 123

www.bostoninstituteofanalytics.org