Private Wealth

Harvard Business School

Building a Legacy: Family Office Wealth Management

Sloan School of Management

Future Family Enterprise: Sustaining Multigenerational Success

Foundations of Private Equity and Venture Capital

Finance for Senior Executives

Harvard Law School

Mergers & Acquisitions: Structuring and Leading Deals

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

Private Equity and Venture Capital

Harvard T.H. Chan School of Public Health

Getting on and Adding Value (Women on Boards)

Strategy—Building and Sustaining Competitive Advantage

From finance basics to understanding the essence of cash flow to corporate value creation, this comprehensive program covers all aspects of corporate finance.

Get a complete financial education in just four days. . .and be prepared to make more powerful, informed business decisions. From...

American Management Association

AMA’s Finance Workshop for Non-Financial Executives

This two and a half day program introduces family office personnel and advisors to best financial management practices to better manage their organization’s finances and make informed investment decisions. We invite family office management personnel and advisors that work within the family...

Graziadio School of Business and Management

Financial Management for the Family Office

This innovative distance learning course will teach you the core principles of wealth management, its evolution through history and the key building blocks needed to achieve a successful wealth management franchise.

You’ll use financial planning to get to grips with the regulatory framework, and...

IFF Training

Postgraduate Certificate in Wealth Management

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

The objective of this two day advanced course is to provide a solid grounding in the fundamentals of the commercial real estate marketplace, allowing participants to better assess and critique the asset class. 

 Key Learning Outcomes:

 Recognise the attraction of the sector to investors...

Fitch Learning

Real Estate Investment — Valuation & Financing

This course provides a comprehensive, non-mathematical introduction to the key elements of investment management.

 Key Learning Outcomes: 

 Understand what institutional investors are and how they operate
 Identify the characteristics of the principal asset classes
 Identify and...

Fundamentals of Investment Management

Technology, regulation, and competition have radically disrupted financial planning and the relationship between advisor and client. While fintech and quantitative forces may increasingly be involved in the selection of investments, clients still crave the human hand of a financial advisor who...

The Wharton School

Client Psychology

The course is designed to provide a comprehensive overview for people either working in or interested in innovating in this space creating products and access to services supported by technology. Critical thinking is encouraged whilst the latest developments are shared and discussed.

The course...

Understanding FinTech & Cryptocurrencies

There is no question the future of banking is digital in this highly competitive and fast-moving environment. Despite the complex processes, heavy compliance burdens as well as richness in data, there is no reason why your organisation can’t commercialise the rewards of FinTech and artificial...

The Mechanics of Fintech and Artificial Intelligence

Accelerate your knowledge of the rapidly changing financial services eco-system to mitigate threats, safeguard your organization’s future and capitalize on emerging opportunities.

FinTech, since its inception, has been a disruptive force in the financial services sector. More than $5B in capital...

Schulich Executive Learning Centre

The FinTech Revolution: Redefining Financial Services in the age of Disruption

Global Financial Markets have changed significantly during the last decade in terms of products, regulation and management. In order to respond to those changes the Frankfurt School of Finance and Management has developed in collaboration with AEFMA Germany e.V. a new education programme for...

Frankfurt School of Finance & Management

Certified Expert in Treasury and Markets

VC Unlocked: Silicon Valley is an invite-only program for emerging leaders who want to shape the future of the venture capital industry.

 What to Expect

With 2,400+ investments in our portfolio, 500 Startups has seen more deals than just about anyone. Together with SCPD, 500 built VC Unlocked...

500 Startups

VC Unlocked: Silicon Valley

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...

New York Institute of Finance

Online Professional Certificate in Derivatives

Venture capital is the fuel that drives emerging companies and ambitious entrepreneurs worldwide. But for every successful, disruptive, trailblazing start-up, there are dozens of other businesses that fail, even after receiving multiple infusions of capital.

Venture Capital, a program from...

Venture Capital

The Chicago Booth CIMA Education Program is a CIMA Certification Registered Education course that offers an online, blended learning experience for your convenience. This flexible format allows you to work at your own pace and provides you the opportunity to engage with Booth faculty through a...

Booth School of Business

Chicago Booth CIMA® Education Program

The Private Equity program is aimed at both investors and business owners that wish to enhance understanding of the various stages of the investment process. Leading professors and industry specialists guide participants from opportunity selection to harvesting returns. With a focus on growth...

IE Business School

Private Equity

Real estate surrounds us, but it is frequently viewed with fear and trepidation by investors unfamiliar with the nuances of investing in this alternative asset class. Never has that fear and hesitation been more palpable than right now, as the global pandemic has struck a catastrophic blow to...

Assessing Commercial Real Estate Investments and Markets in the Era of COVID-19

Our Venture Capital program is for investors and entrepreneurs keen to hone their financial and interpersonal skills for venture capital initiatives. Over two days, industry professionals guide participants through the deal process, combining class-based theory with practical group activities....

Private equity is a critically important asset that investors cannot afford to exclude from their portfolios. With its potential for high returns that can outperform other asset classes, such as conventional stocks, bonds, and mutual funds, private equity offers a competitive edge to...

Private Equity: Investing and Creating Value

The decade-spanning bull market that America has enjoyed — the longest in history — is over. With the Dow Jones Industrial Average and S&P 500 having tumbled more than 20% below their all-time highs in February 2020, company leaders need to be prepared for potential corporate restructuring,...

Distressed Asset Investing and Corporate Restructuring

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...

General Management Program

The goal of the course is to equip participants with a structured analytic framework for the analysis of both regulated and alternative investment funds and asset managers.

 Key Learning Outcomes:

 The risk profile of a fund’s structure, investment strategy, leverage and liquidity
 The...

Funds, Hedge Funds and Asset Managers

The overall goal of this intensive three day case study based workshop is to give participants a structured approach to the credit analysis of different types of NBFI; finance and leasing companies, securities companies (brokers and broker dealers), and investment funds and asset managers (funds...

Certificate in Non-Bank Financial Institutions

The objective of the training is to provide the fundamentals of each approach to valuation, together with limitations and caveats on the use of each, as well as extended examples of the application of each. At the end of the seminar, participants should be able to:

 Value any kind of firm in...

The Institute for Mergers, Acquisitions and Alliances

Valuation Training With Prof. Aswath Damodaran

This fast-paced entrepreneurship course is designed to be a highly collaborative experience in which the class works together to refine startup ideas and ready them for successful launch. Based on the Lean Startup methodology developed by Eric Ries and Steve Blank, the course will look at such...

Stanford Continuing Studies

Accelerate Your Startup Idea

Family enterprises represent nearly 90 percent of all businesses in Latin America. The management of these companies go through difficult times when mixing two fundamental elements: love and money.
Therefore, it’s important to anticipate conflict and evaluate alternative mechanisms that allow for...

Johnson Graduate School of Management at Cornell University

Leading Families, Sustaining Enterprises

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

Grow your understanding of forecasting, corporate valuation and investment management.

This programme for finance professionals we will construct several models in Excel, each related to an aspect of finance, asset management and investing, to unlock the predictive value of these models. 

You...

GIBS Business School

Financial Modelling in Excel

Lead by renowned industry practitioners, our flagship course provides the fundamentals to private equity, covering the lifecycle of a deal including investment returns and exits. The course utilises real life case studies whilst creating a great opportunity to network and build relationships with...

BVCA | Private Equity & Venture Capital Association

Foundation

Cover a range of topics in this information-packed class beginning with basics and fundamentals and then delve into the role energy plays in our environment.

Understand the impact of energy technologies and policies on society through a fast-paced overview that covers a wide range of topics....

McCombs School of Business

Energy, Technology and Policy

From good to great negotiations

Today’s executives face with a wide range of challenges: from multicultural negotiations, ethical dilemmas to negotiating in a deal-making situation. As a senior leader your personal and professional effectiveness rests on your success in these situations. Turn...

IESE Business School

Winning Negotiation Strategies

Turning Good Negotiators into Great Negotiators

Senior executives need exceptional negotiating skills for the highest-profile decisions and for the daily demands of the workplace. This program looks at a range of issues, from multicultural negotiations, to ethical dilemmas in negotiations, to...

High Performance Negotiator

This two-day course will enable participants to be more effective in their jobs by improving their understanding of the private equity and venture capital industry, the roles of all of the players and how their work contributes to the success of the business. It will help clarify terminology and...

Introduction to Private Equity Level 1

A Special 2020 Online Edition to Support Firms Navigating Governance Challenges During the Pandemic and Economic Downturn

The COVID-19 pandemic has led to hundreds of thousands of deaths, mass unemployment, and economic downturns across the globe. As the venture capital industry deals with the...

Stanford Law School

Stanford / NVCA Venture Capital Symposium

This course provides you with an understanding of what constitutes venture capital, who is involved and how they are involved. With an in-depth insight into the process, activities and skill set required as a
participant from the development of an investment initiative through to exit.

Venture...

The Mechanics of Venture Capital

The two days are trainer-led and necessarily hands-on at all points with the participants building a model from the starting point of a blank Excel file. The course will develop the best practice approaches to structuring and presenting fully flexible and auditable forecast financial models...

Best Practice Financial Modeling (Intermediate)

This course has been designed to address all the key areas of financial analysis from both a theoretical and practical perspective. What makes a great analyst, however, is being able to see the figures and then see beyond and behind them. You will:

 Appreciate the strategic context behind...

Financial Statement Analysis and Valuation

Led by renowned industry practitioners, learn the core skills necessary to build your career as an LP within the private equity and venture capital industry. Delegates will gain a thorough understanding of managing funds and forge invaluable new connections with their peers.

 Key topics...

Lp Foundation

 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

For more than 10 years the BVCA Summit has been the must-attend event for the UK private equity and venture capital community, attracting over 900 attendees across two-days of unparalleled keynote speakers, proactive panel discussions and networking. 

In light of the impact of COVID-19 and the...

Bvca Summit: New Horizons

From Venture Capital to LBO, a comprehensive approach

Private markets attract a considerable amount of attention and enthusiasm for their performance, diversification effects, and growth of assets under management. Among the different strategies, private equity capitalises on new technologies...

Euromoney Learning Solutions

Private Equity, Private Debt & Private Real Assets (Private Markets Masterclass)

Investment services will thrive only if principals and assets owners have trust in the system and obtain fair and sustainable results from the services and actions of agents. Through this programme, we seek to empower participants to improve the future of the financial industry by; putting...

Lagos Business School

Senior Financial Analysts Programme

This course focuses on Limited Partners, examining what institutional investors really want and how to prepare for and execute successful fundraising. From reporting to communication, explore how to establish and maintain better investor relationships. A valuable course for anyone whose role...

Investor Relations and Fundraising

Investigate the accounting and financial aspects of international oil and gas operations. You will gain working knowledge of key issues, techniques, practices and terminology.

“The world’s energy system is at a crossroads. Current global trends in energy supply and consumption are patently...

Global Oil and Gas Accounting

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

To operate effectively, it is essential high-level executives understand financial concepts. The Directors Finance Programme is a two-day streamlined course that will provide delegates with an understanding of the legislative and regulatory framework within which financial statements are produced...

University of Salford, Manchester

The Directors Finance Programme

Private markets attract a considerable amount of attention and enthusiasm for their performance, diversification effects, and growth of assets under management. Among the different strategies, private equity capitalises on new technologies and trends (venture capital), fast growth companies...

Private Equity Investing

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

Creating value is the central task for any executive. To generate value, managers need to be able to assess the financial impact of their decisions, which in turn requires an understanding of financial analysis techniques and valuation methods. Financial Analysis and Valuation for Strategic...

Private Wealth courses in Boston, Massachusetts, United States

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