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

Foundations of Private Equity and Venture Capital

Mergers and Acquisitions

Finance for Senior Executives

Fundamentals of Finance for the Technical Executive

Private Equity and 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...

Fitch Learning

Best Practice Financial Modeling (Intermediate)

Strategy—Building and Sustaining Competitive Advantage

This five-day advanced certificate program consists of three courses; Fundamentals of Financial Modeling, Best Practice Financial Modeling and Advanced Financial Modeling. This program is designed for professionals who wish to raise their financial modeling skills to a superior level and to...

Advanced Certificate in Financial Modeling

Real Estate Management Program: Finance, Design, and Leadership

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)

China—Senior Executive Leadership Program

Middle East – Senior Executive Leadership Program

Harvard Graduate School of Design

Real Estate Management: 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

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...

Wharton School of Business

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)

Become confident in finance with this personalized online program

Already a successful manager, your main goal is to improve your financial knowledge to make better business decisions. You realize a deeper knowledge of finance and accounting offers you the edge over others in your...

IMD Executive Education

Business Finance (BF)

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

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

There’s no denying that private equity is a critically important asset class that investors cannot afford to exclude from their portfolios. Private equity continues to attract new capital due to its ability to generate returns, despite high competition for quality investments. It has also become...

The Mechanics of Private Equity (Online)

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

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)

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

Explore the core financial accounting tools that will help you understand annual reports and footnotes - creating a solid understanding of the financial statements.
Prerequisite knowledge:

 Basic MS Excel skills
 Elementary mathematics

CURRICULUM

Day 1

MODULE 1: ACCOUNTING CONCEPTS

...

Financial Accounting Professional Certificate

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

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

Gain insight into how ventures are financed from an entrepreneur and investor perspective.

The Oxford Entrepreneurship: Venture Finance Programme provides a holistic understanding of venture finance and investment types. It also explores ways to navigate the funding process.

You'll learn about...

Said Business School

Oxford Entrepreneurship: Venture Finance Programme

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 in Excel

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

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

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...

MiFID II Knowledge & Competence Online

Understanding Finance and Accounting will equip non-financial managers with the financial knowledge necessary to communicate more effectively with financial managers, analyze financial statements and understand how they relate, interpret a company's profitability, solvency and liquidity, explore...

USC Marshall School of Business

Understanding Finance and Accounting for Non-Financial Managers — Online

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

For those who are successful, the benefits from mergers and acquisitions are clear, but it is a highly competitive market that has been made even more challenging by the entry of private equity players, who
have had a significant influence on the market. It used to be believed that they were...

The Mechanics of Mergers & Acquisitions (Online)

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

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

An artwork can have many lives, and many more values, depending on how, when, and where it is bought or sold. To fully appreciate how prices and valuations are determined, this course explores various definitions of value, as well as the factors that can create (or detract from) value.

From an...

Sotheby's Institute of Art

Determining Value: an Appraiser’s Perspective

The CIBATM program develops the complete set of desk-ready skills to succeed in the competitive world of corporate finance and investment banking. Candidates will develop familiarity with US GAAP and IFRS accounting standards, learn how to value investment projects under conditions of...

Chartered Investment Banking Analyst™

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 M&A

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...

M&A - 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

A comprehensive survey of credit risk modeling, valuation and credit risk management techniques.

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

Prerequisite knowledge:

 Intermediate MS Excel skills
 Basic fixed income arithmetic
 Elementary differential...

Valuation and Credit Risk Management

Employ free cash flow concepts to make better capital budgeting and acquisition decisions.

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

Prerequisite knowledge:

 Understanding of introductory accounting and corporate finance

CURRICULUM 

Day 1

MODULE 1: FREE CASH FLOW...

Free Cash Flow Modeling

Comprehensive analysis of the major facets of the Mergers & Acquisitions industry and the skills engaged in executing all areas of transactions from pre to post-merger integration.

Prerequisite knowledge:

 Basic MS Excel skills
 Principles of corporate finance and valuation
 Familiarity with...

M&A Professional Certificate

Prepare to lead in an increasingly complex world

A major challenge facing organizations today is building a strong management team that generates results despite constant change.1 Often, rapid business growth means organizations outpace their management expertise. More than ever, managers need...

Accelerated Management Program

An online course that will develop the knowledge and skills you need to compete in today’s dynamic global real estate market.

With growth in the global real estate markets set to continue at a significant pace, the demand for highly knowledgeable real estate practitioners will continue unabated....

The Mechanics of Real Estate Finance (Online)

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

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...

Options Markets I & II

Prerequisites: Successful completion of Foundation and Intermediate courses.

This course provides an overview of financial issues relevant to companies in the wine industry, along with practical experience working with financial statements, reports and plans.  Major topics include financial...

School of Business and Economics at Sonoma State University

Financial Management & Strategy for Wine Businesses

An online guide to the world of modern investment management.

The course tackles the major issues currently impacting the investment management sector and will provide you with a practitioner-focused perspective on issues such as:

Asset allocation strategies; Valuation...

The Mechanics of Investment Management (Online)

This intensive online course will provide you with a comprehensive overview of the different components of corporate finance.

Corporate Finance is all about looking at a company, not through the eyes of its lenders, nor through the eyes of its shareholders, but through the eyes of the...

The Mechanics of Corporate Finance (Online)

Learn how to conduct portfolio performance measurement and attribution for portfolios comprising a wide variety of asset classes.

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

Prerequisite knowledge:

 Intermediate MS Excel skills (data tables,...

Portfolio Performance Measurement and Attribution

Achieve the final module in the extensive CIMA Professional Chartered Management Accounting qualification and you’ll be well on your way towards reaching your accountancy career goals. By now, students should have completed the majority, if not all, of the CIMA syllabus that predisposes this...

Vision West Nottinghamshire College

CIMA Professional - Strategic Level (F3) Financial Strategy

Smart hotel asset management deals are win-win situations. To create well-structured agreements, you need to understand what is motivating the property owners, operators, and lenders. But successful hospitality and real estate management doesn’t end with a successful deal; it requires managing...

eCornell

Hotel Real Estate Investments and Asset Management

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:...

Private Wealth courses in Boston, Massachusetts, United States

Short executive courses on Private Wealth

Best courses

Or try online courses