Advanced Private Equity Certificate
The Advanced Private Equity Certificate is currently available for registration. Full access to the curriculum will be available starting 19 August 2025.
Acquire the advanced tools, strategies, and skills needed to excel in private equity. The CFA Institute Advanced Private Equity Certificate equips you with cutting-edge expertise in deal sourcing, financial modeling, debt valuation, and portfolio governance – helping you gain a competitive edge in the private equity field.
Please note, you need to have completed the Private Equity Certificate before registering for this advanced certificate.
Advance your private equity expertise
The Advanced Private Equity Certificate has been designed in partnership with leading industry experts to further your private equity expertise. Upon completion you’ll gain a globally recognized certificate that demonstrates your commitment to mastering the increasingly vital world of private equity.
Working through a syllabus that incorporates real-world financial modeling exercises, you'll develop advanced tools and strategies essential for working as a General Partner (GP) and grow your skills in areas such as private debt management techniques and financial modeling.
Why choose the Advanced Private Equity Certificate?
Subject matter mastery
Build upon knowledge gained from the Private Equity Certificate and learn advanced tools, strategies, and skills in private equity.
Career advancement
Gain a competitive edge in securing roles within private equity or transition into this increasingly vital area of finance.
Sought-after skills
Advance your financial modeling skills with hands-on learning to structure, analyze, and forecast scenarios, optimizing portfolio performance.
Refined expertise
Pave the way for successful investment management and partnership governance in private equity.
Insights from experts
Benefit from the knowledge of established practitioners with an Advanced Private Equity Certificate developed by leaders in investment education.
Enhanced professional profile
Share your achievement on professional networks with a shareable digital badge and a printable certificate when you complete the Advanced Private Equity Certificate.
Who should enroll
People who have successfully completed the Private Equity Certificate, and:
- Private equity professionals looking to develop advanced skills
- Finance students who aspire to work in private equity
- Finance professionals transitioning from other sectors
Curriculum
Gain the advanced tools and strategies that are essential for working as a general partner (GP). This course covers due diligence and deal execution strategies from a GP’s perspective, as well as the roles of operational and financial management in enhancing portfolio company performance and ensuring strategic exit planning. You’ll end the course by completing an assignment, applying what you’ve learnt to a simulated real-world activity that private equity practitioners encounter.
Learn advanced private debt valuation techniques, with a focus on private debt used in private equity transactions. Topics in this course include advanced credit analysis of private debt, valuing private debt with embedded options (callable, convertible, etc.), and valuing distressed private debt.
Gain advanced skills in financial modeling, focusing on scenario and results modeling, acquisition finance, debt capacity, discount cash flow analysis, and complex leveraged buyout (LBO) scenarios. This course builds on specialized knowledge to prepare you for the sophisticated financial analyses required in private equity and related fields. At the end, you’ll be presented with a financial modeling case study where you will use your modeling skills to complete spreadsheet work.
Learn to critically evaluate GPs from a limited partner’s (LP) viewpoint, taking into account due diligence, risk assessment, and sustainability considerations. This course also covers advanced strategies for portfolio construction and investment screening, enabling you to effectively manage and mitigate risks. There will be an end-of-course quiz, as well as an assignment to help you apply what you’ve learnt.
Learn via engaging content and activities
Work towards the Advanced Private Equity Certificate in the way most suitable for your learning style and schedule.
Self-paced online learning
Registration is now open. You will have access to the content and activities for 12 months when all content launches 19 August 2025.
Engaging, interactive content
Develop practical understanding of complex topics through a combination of screen capture videos and hands-on exercises.
Live office hours support (Course 3: Advanced Financial Modeling)
Get direct guidance from industry experts as you work through advanced financial modeling concepts and exercises, enhancing your skills with real-world insights.
Assess your knowledge as you go
Test your understanding as you progress with a variety of practical assessments and activities, plus optional knowledge check questions.
Full access to Private Equity Certificate content
Includes all materials from the Private Equity Certificate, allowing you to revisit key concepts and reinforce your learning as you advance.
Online Q&A
To enhance your knowledge, the Advanced Private Equity Certificate includes live financial modeling Q&A sessions with an expert trainer.
What our practitioners say
The material in the Advanced Private Equity Certificate provides an in-depth look at the fastest growing financial market of the last 20 years, with crucial information on the perspectives of practitioners and investors.
The Advanced Private Equity Certificate helps investors make a real impact in private equity by focusing on process over hype — developing the skills to thoroughly evaluate opportunities and confidently decide when to pursue or walk away from a deal.
Advanced Private Equity Certificate
- Certificate – 4 course series
- Advanced level
- 100 hours to complete
- Self-paced online learning
Frequently asked questions
When the learning materials become available on 19 August 2025, you'll have access to them for 12 months. Learning materials and assessments can be accessed anywhere online, providing maximum flexibility and convenience to candidates.
The Advanced Private Equity Certificate requires participants to have successfully completed the Private Equity Certificate. This prerequisite ensures you have a robust intermediate understanding of private equity concepts, techniques, and industry practices upon which this advanced course will build.
To successfully complete the financial modeling assignments, you'll need access to the latest version of Microsoft Excel, running on a Windows device. This ensures compatibility with all features and tools used in the course.
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