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Advanced Private Equity Certificate

Available for registration only

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.

Advanced Private Equity Certificate
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      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   
      A man wearing a blue suit jacket leaning on a wooden work desk, with his hands crossed across his chest. There are square wooden shelves in the background, along with a lamp and a plant

      Explore our private markets certificates

      Build your skills with the CFA Institute private markets learning pathway – three certificates designed to support every stage of your career, from foundational knowledge to advanced private equity. Complete one or stack them together for a deeper understanding of this growing area of investing.

      Curriculum

      As a prerequisite to taking the Advanced Private Equity Certificate you must complete the Private Equity Certificate. Access the syllabus and learning outcomes and factsheet for the further info.

      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.
      Kelly DePonte Kelly DePonte Advisory LLC, USA
      The Advanced Private Equity Certificate provides a thorough understanding of private equity through insights from GP and LP perspectives and global case studies. It equips professionals with hands-on financial modeling skills to confidently evaluate opportunities and make industry-changing decisions.
      Guru Jambunathan, CFA
      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.
      Massimiliano Saccone, CFA XTAL Strategies, Italy
      This certificate bridges theory and practice, covering foundational and advanced private equity topics. Candidates gain balanced knowledge and practical frameworks to enhance their ability to tackle complex real-world cases with analytical rigor and professional confidence.
      CT Chan, CFA

      Advanced Private Equity Certificate

      You've met the registration requirements

      You're eligible to register for this certificate. Click below to complete registration.

      You haven't met the registration requirements

      To register for this certificate, you must first complete the Private Equity Certificate. Please complete the prerequisite before proceeding. Read our FAQs for more information.

      • Certificate – 4 course series
      • Advanced level
      • 100 hours to complete
      • Self-paced online learning

      Frequently asked questions

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      Need help?

      Visit customer support to find an answer or talk to our team.
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      Discover how performance is measured in private equity

      Sign up now to access your exclusive guide on performance measurement in private equity.

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