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

Founder to Family: Sustaining Family Business Success

Foundations of Private Equity and Venture Capital

Finance for Senior Executives

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

Private Equity and Venture Capital

Harvard Law School

Mergers & Acquisitions: Structuring and Leading Deals

Harvard T.H. Chan School of Public Health

Getting on and Adding Value (Women on Boards)

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

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

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

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

Position yourself in a rapidly growing field

Impact Investing in Africa is a specialised short course, offered by the Bertha Centre for Social Innovation and Entrepreneurship at the UCT GSB, designed to equip wealth managers, consultants, funders and other financial intermediaries with expertise...

University of Cape Town Graduate School of Business

Impact Investing in Africa

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

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...

The Wharton School

Venture Capital

Improve your understanding of financial management and how to use financial statements to improve your decision making. 
Decisions employees make daily in business often have a notable impact on the organisation's financial standing.

However, many people do not understand the importance of...

GIBS Business School

Finance for Non-Financial Managers

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 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...

Fitch Learning

Certificate in Non-Bank Financial Institutions

“Familiness” is a resource that can create uniqueness and a critical source of competitive advantage to a business. Almost all companies start out as family businesses, but only those that master the challenges intrinsic to this form of ownership endure growth, maintain collegiality and harmony...

Strathmore Business School

Family Business Executive Program

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

Understand the ins and outs of merging and acquiring and build the capabilities to succeed in the process.

Corporate mergers and acquisitions play a significant role in many companies' value and growth strategies. If designed and executed successfully, these strategies will help your company...

Corporate Mergers & Acquisitions

Expand your knowledge and skills  in Excel with this three weeks online course to enhance your corporate valuations, financial forecasting and investment management acumen.
This online course – for financial professionals – will construct several models in Excel, related to finance, asset...

Financial Modelling and Valuation in Excel

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

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

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

Learn about the relationship between finance and strategy.
As corporate finance is central to strategic decision making, it is important that management understands how these key factors - finance and strategy - interact with one another. Fully coming to grips with this interaction will enable...

Corporate Finance and Value Creation

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...

BVCA | Private Equity & Venture Capital Association

Introduction to Private Equity Level 1

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...

Euromoney Learning Solutions

Private Equity: Venture Capital, Growth Capital & LBO

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)

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

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

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...

Columbia Business School

Financial Analysis and Valuation for Strategic Decision Making

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

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

SAVCA and GIBS are proud to bring you our annual foundation programme for professionals who are either in the early stages of their careers in Private Equity or would like to learn more about this particular asset class. 


Course Overview:

The course will focus on the latest insights, best...

Online: Savca Gibs Foundation Programme in Private Equity

Alternative Investments

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

Private Equity Investing

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

This program develops the desk-ready mathematics training essential for quantitative roles in finance, including trading, structuring, valuation, risk management, regulation and financial engineering. Learn all the mathematical techniques that you need to succeed, in an intuitive, accessible...

Mathematics, Probability and Statistics for Finance

In five days of hands-on, interactive sessions, Finance and Accounting for the Nonfinancial Executive provides you with a unique opportunity to deepen your expertise of finance and accounting for better management and decision-making capabilities.

The program features sessions on the role of...

Finance and Accounting for the Nonfinancial Executive

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

Builders of successful startups never stop thinking about new ways to innovate and improve their businesses. It's just as important that they never stop learning about entrepreneurship. This course will introduce you to Silicon Valley CEOs, advisors, and investors, and will zero in on ways in...

Stanford Continuing Studies

Building Successful Startups: Silicon Valley Entrepreneurs Share Ideas for Next-Stage Growth

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

The Certified Investment Management Analyst® (CIMA®) Certification is the only credential of its kind designed specifically for financial professionals seeking to distinguish themselves as advanced investment consultants. It requires successful completion of the educational component (which was...

Certified Investment Management Analyst® (CIMA®) Certification

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 your understanding of the energy markets, and how to model and forecast energy and forward/future prices. Learn the different derivative products and learn how to apply them in the energy markets.

Develop an understanding of how to model and forecast energy and forward/futures prices by...

Energy Finance

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

This three-day certificate program consists of two courses; Fundamentals of Financial Modeling, and Best Practice Financial Modeling (Intermediate). The program is designed for professionals who wish to raise their financial valuation skills to a superior level. Attendees should be able to use...

Certificate in Financial Modeling

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...

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