Private Wealth

Harvard Business School

Building a Legacy: Family Office Wealth Management

Families in Business

Sloan School of Management

Future Family Enterprise: Sustaining Multigenerational Success

Investment Management Workshop

Foundations of Private Equity and Venture Capital

Finance for Senior Executives

Fundamentals of Finance for the Technical Executive

Mergers and Acquisitions: Strategy, Execution, and Post-Merger Management

Private Equity and Venture Capital

Strategy—Building and Sustaining Competitive Advantage

Harvard Graduate School of Design

Real Estate Management: Finance, Design, and Leadership

Real Estate Management Program: Finance, Design, and Leadership

Develop your knowledge and skills, and grow your practice using Yale’s comprehensive and convenient path to CPWA certification.

The  Certified Private Wealth Advisor® (CPWA) certification administered by the Investments & Wealth Institute™ (formerly IMCA) is the standard for competence in the...

Yale School of Management

Wealth Management Theory & Practice

A distinguishing feature of the James Madison University CFP® Certification Education Program Online is the ability to go beyond what you need to know for the CFP® Board Exam to what you need to know when you are face-to-face with clients. The Knowledge for the Real World curriculum is included...

James Madison University

Certified Financial Planner CFP® Certification Education Program

Learn advanced valuation, risk management and portfolio management techniques applied to alternative asset classes.

This course is a component of the Advanced Portfolio Management Professional Certificate.

Prerequisite knowledge:

 Intermediate MS Excel skills (data tables, lookup functions,...

New York Institute of Finance

Advanced Alternative Investments

Understand the structure and operation of hedge funds and the regulation of the hedge fund industry. Learn how to evaluate hedge fund performance.

This course is a component of the Portfolio Management Professional Certificate.

Prerequisite knowledge:

 Intermediate MS Excel skills
 Basic...

Hedge Funds

This demanding curriculum will teach the principles and fundamentals of derivative portfolios and their associated risks. Participants will gain the knowledge to accurately predict the direction of price movement of underlying assets. Broaden and optimize your portfolio potential with a pragmatic...

Online Professional Certificate in Derivatives

As an established entrepreneur or a successful senior executive, you’ve already proven yourself through your business accomplishments and professional journey upward. But, you may be asking yourself, what’s next? The General Management Program (GMP) is a unique opportunity for successful...

The Wharton School

General Management Program

It has become essential for anyone involved in the sector to understand the key FinTech trends and the challenges and opportunities they are creating for different players. How different firms adapt to this new environment will determine the future winners and losers. One only has to look at...

IFF Training

Focus on FinTech (Online)

Enhance & fulfill your general management potential

 10 days of learning within a two-year time period
 Over 20 programmes to choose from
 Flexible dates

The Cambridge Judge Business School General Management Certificate of Achievement (GMCA) provides you with an opportunity to enhance your...

Cambridge Judge Business School Executive Education

Cambridge Judge Business School General Management Certificate of Achievement

Financial Management – a core ingredient for every organization

Managing finances is fundamental to any organization and Thunderbird’s online course in Applied Financial Management will give you the foundation you need. Immerse yourself in the fundamental concepts and current issues of finance...

Thunderbird School of Global Management

Applied Financial Management

Develop expertise in the theory and application of numerical methods to price interest rate instruments including the use of finite difference and Monte Carlo techniques. The Bloomberg Professional terminal is used extensively.

This course is a component of the Advanced Fixed Income Professional...

Valuation of Interest Rate Derivatives

Learn how to use a variety of numerical techniques to price American options and exotic derivatives.

This course is a component of the Advanced Derivatives Professional Certificate.

Prerequisite knowledge:

 Familiarity with derivative instruments
 Basic knowledge of stochastic calculus, e.g....

Advanced Tools for Derivatives Valuation

Develop a deep understanding of volatility instruments. Learn how to price and hedge instruments including volatility swaps, variance swaps and VIX futures and options. Develop important insights into the pros and cons of various volatility trading strategies.

This course is a component of the...

Volatility and Variance Swaps

Gain a deep understanding of derivative instruments. Learn the essential underlying mathematics in an intuitive, accessible fashion. Develop expertise in the theory and practice of derivatives valuation including the use of finite difference techniques. Understand volatility and variance products...

Advanced Derivatives Professional Certificate

 Course Structure

The course takes place over 16 weeks and comprises eight core units. The units will be released every two weeks from the start of the course. Download the units or study completely online.


 Assessment and Postgraduate Certification

At the end of each unit there is an...

The Mechanics of Private Equity

Understand models for assessing the value and risk of portfolio credit default swaps, tranched credit index products and various types of collateralized debt obligations.

This course is a component of the Advanced Credit Risk Professional Certificate.

Prerequisite knowledge:

 Knowledge of...

Structured Credit Modeling

Understand the challenges and manage the risks

Large scale investments are, by definition, so sizeable that failure would compromise a sponsor’s continued existence if not for appropriate financial engineering techniques.

Project finance is the dominant technique used to finance large-scale...

Macquarie Graduate School of Management

Financing Large Scale Investments

Learn how to build common to complex financial models on Excel with information provided both on financial statements and from external sources.
Prerequisite knowledge:

 Undergraduate degree or equivalent, proficiency in basic Excel, Word processing skills

CURRICULUM

Day 1

MODULE 1:...

Financial Modeling Professional Certificate

Understanding practical transaction structures for Mergers and Acquisitions and their financial tax, legal and accounting implications.

This course is a component of the M&A Professional Certificate

Prerequisite knowledge:

 Solid knowledge of financial statement analysis
 Basics of corporate...

M&A - Structuring the Deal

Every choice a corporation makes has financial implications. As a result, when defined broadly, every business decision fits under the rubric of corporate finance. In Corporate Finance with Professor Aswath Damodaran, students become familiar with this “big picture” of corporate finance while...

Leonard N. Stern School of Business

Corporate Finance

Grow the Value of Your Portfolio With Alternative Investments

Learn how to determine fair values, yields and risk measures for fixed income securities. The course emphasizes conceptual understanding, but maintains a level of rigor suitable for the development of an effective fixed income toolkit.

This course is a component of the Fixed Income Professional...

Fixed Income Mathematics: Pricing and Valuation of Bonds

Estate Planning provides an introduction to estate planning challenges, techniques and taxation. You’ll learn about wills, intestacy and tax consequences of estate planning techniques.


This 11-week course is the fifth module in the Financial Planning Certificate Program and is offered...

DePaul University

Estate Planning

This one-day module covers the basic concepts of financial accounting and management that are essential for the efficient operation of any business. The day is split between morning and afternoon modules. The morning module covers basic financial accounting topics and the afternoon module builds...

Bauer College of Business

Financial Management for Non-Financial Managers

The objective of this course is to introduce students to the current practices in financial modeling and data analysis. Students will learn how to manipulate financial data and how to perform analysis using various analytical tools. This hands-on course provides the skills to apply the theories,...

School of Continuing Studies

XFIN-656 Financial Modeling

Understand how the key principles of project analysis, budgeting, and valuation decide a firm's optimal capital structure.

Prerequisite knowledge:

 Basic MS Excel skills
 Some familiarity with financial instruments and markets
 Elementary probability theory

CURRICULUM

Day 1

MODULE 1:...

Corporate Finance & Valuation Methods Professional Certificate

Delve into the best theories and methods for growing and building your firm’s value while bypassing the most common scaling mistakes made in business.

Course Overview

Gain the tools you need to analyze, evaluate and recommend specific actions your organization can take to grow their value,...

Darden School of Business

Growth Strategy Essentials

Develop core competencies in portfolio management, including portfolio construction and performance measurement.

This course is a component of the Portfolio Management Professional Certificate.

Prerequisite knowledge:

 Intermediate MS Excel skills
 Basic probablility and statistics
...

Equity Portfolio Management

Progressing towards greater leadership positions means learning to cut through greater complexity. It means broadening your understanding of the entirety of your business, in order to make the most effective strategic and tactical decisions. Finance is one of the core pillars of any business...

INSEAD Business School

Financial Analysis for Non-Financial Managers

This course is a rigorous review of the complete market risk reporting cycle: from risk model selection to data aggregation and model calibration to risk computation and ultimately risk reporting.

This course is a component of:

 Advanced Risk Management Professional Certificate

Prerequisite...

Market Risk Management

Understand the types of MBS, factors that influence their investment characteristics, analytic techniques used to evaluate risk and return, and MBS trading/settlement.

CURRICULUM 

Day 1

MODULE 1: OVERVIEW OF THE MORTGAGE BACKED SECURITIES MARKET

 Introduction to mortgage backed...

Mortgage Backed Securities

Learn the essential mathematics for term structure modeling and interest rate derivatives valuation in an accessible and intuitive fashion. Understand and apply the various approaches to constructing yield curves. Build interest rate models in discrete and continuous time.

This course is a...

Interest Rate Modeling

Develop advanced desk-ready skills for fixed income professionals. Learn the essential mathematics for term structure modeling and interest rate derivatives valuation in an accessible and intuitive fashion. Understand and apply the various approaches to constructing yield curves. Build interest...

Advanced Fixed Income Professional Certificate

Understand derivatives and their uses as hedging instruments, specifically how to apply FAS 113 (ASC 815) and amendments to hedge accounting situations. 

Prerequisite knowledge:

 Familiarity of GAAP accounting principles
 Understanding of time value of money concepts
 Knowledge of commonly...

Derivatives & Hedge Accounting

 Course Structure

The course takes place over 16 weeks and comprises eight units.  The units will be released every two weeks from the start of the course. Download the units or study completely online.

 Why ThisCourse?

With the flexibility of learning in your own time and environment, you...

The Mechanics of Corporate Finance (Online)

These online modules will provide an adaptive and flexible learning solution to fulfil the European Securities and Markets Authority’s (ESMA) learning outcome on meeting Knowledge and Competence requirements under MiFID II (Article 25(1)).  

 Key Learning Outcomes

Know, understand, and apply...

Fitch Learning

MiFID II Knowledge & Competence Online


Learn the inner workings of mergers and acquisitions with Columbia Business School Executive Education from the comfort of home or convenience of your office.

Boost your career or business through a world-class learning experience by earning a prestigious certificate and make an impact in the...

Columbia Business School

Mergers and Acquisitions @ Сolumbia Business School

The first level of CAIA is suitable for financial professionals wanting to diversify their knowledge and learn about the Alternative Investments sector. As well as building your knowledge of various alternative asset classes, you will learn the tools and techniques used to evaluate the...

Kaplan 

Caia®chartered Alternative Investment Analyst

M&A activity is set for significant growth with big money to be made. This course gives a structured guide to all components of an M&A transaction, taught by a market veteran in the industry with an exemplary track record and reflects the professional knowledge and skills needed to succeed in...

The Mechanics of Mergers & Acquisitions (Online)

Have a great idea for a startup but don’t know where to begin?

This certificate program is designed to give both entrepreneurs and new investors the skills needed to evaluate the viability of business concepts and markets, navigate the pitching process, and ultimately gain an understanding of...

eCornell

Entrepreneurship

You will learn how to value a firm over the course of this Corporate Finance professional certificate program, giving you the skills necessary to make sound financial and investment decisions.

We will cover:

 Framework for valuation (including, as special cases, valuation of stocks and bonds,...

Professional Certificate in Corporate Finance

A comprehensive survey of credit risk modeling, valuation and credit risk management techniques. Develop models for assessing the value and risk of portfolio credit default swaps, tranche credit index products and various types of collateralized debt obligations.

Prerequisite knowledge:

...

Advanced Credit Risk Professional Certificate

Learn the essential mathematics used in the valuation and risk management of derivatives in an intuitive, accessible fashion. Develop deep insights into concepts such as complete markets, stochastic processes, Ito's lemma and the replication principle.

This course is a component of the Advanced...

Derivative Mathematics

Learn how to apply accounting and federal income tax principles to project earnings and cash flows, specifically of the post-combination entity.

This course is a component of the M&A Professional Certificate

Prerequisite knowledge:

 Solid understanding of financial accounting and of mergers...

Accounting for Mergers & Acquisitions

This course is designed to provide you with practical knowledge and experience in helping people (including themselves!) in organizations to manage planned change and to react successfully to unplanned changes and their consequences.

The nature of planned change is examined in the context of...

School of Human Resources & Labor Relations

Organizational Development and Planned Change

Overview of the major facets of the Mergers & Acquisitions industry and the skills engaged in executing transactions from the deal's inception to post-merger integration.

This course is a component of the M&A Professional Certificate

Prerequisite knowledge:

 Proficient knowledge of financial...

Mergers & Acquisitions – Concepts & Theories

Develop a comprehensive, practical understanding of swaps including market conventions, contract specifications, valuation, trading strategies and the regulation of swaps markets.

This course is a component of the Derivatives Professional Certificate.

Prerequisite knowledge:

 Intermediate MS...

Swaps I & II

The Mergers & Acquisitions Professional (M&AP) is a program designed to meet the needs of auditing, consulting, deal advisory, investment banking, and legal professionals. The M&AP covers all aspects of the transaction process and provides insight into running a successful M&A boutique. Gain...

The Institute for Mergers, Acquisitions and Alliances

Mergers & Acquisitions Professional (M&AP)

The purpose of this programme is to develop delegates' skills in financial investment analysis based on fundamental financial data.
This programme will substantially raise your game when it comes to understanding fundamental analysis of companies. We dive into the financial data of listed...

GIBS Business School

Financial Analysis for Investment

Focus on intermediate and advanced global financial practices, and methods for developing your analytical skills to make sound financial decisions on a global scale.

 What Your Course Gives You

 Understand the relationships between interest rates, foreign exchange, and inflation rates.
...

Multinational Financial Management

Develop a comprehensive, practical understanding of options including market conventions, contract specifications, valuation, trading strategies and the regulation of markets.

This course is a component of the Derivatives Professional Certificate.

Prerequisite knowledge:

 Intermediate MS...

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