CFA Institute launches new Private Equity Certificate

The CFA Institute has unveiled a brand-new offering: the Private Equity Certificate. This certificate, built upon the content of the CFA Program, is specifically tailored for private equity professionals with one to three years of industry experience.

The Private Equity Certificate aims to equip professionals already in private equity partnerships, as well as those aspiring to such roles, with essential skills for analyzing private equity investments, evaluating deals, and employing value-creation strategies. It is designed to meet the learning needs of interns, analysts, and associates working at private equity firms or investment banks, as well as individuals currently pursuing relevant degrees.

Furthermore, the certificate addresses the requirements of small to mid-sized private equity firms by providing access to top-tier training content, facilitating smooth onboarding of new employees, and enhancing retention rates.

By offering targeted education and fostering practical skills development, the certificate aims to prepare participants to excel in the competitive realm of private equity. It is a self-paced, intermediate-level certificate comprising five courses focused on practical skills, particularly financial modeling, essential for analysts or associates in private equity firms.

The five courses included in the certificate are:

1. Private Markets Essentials

2. Private Equity

3. Private Debt for Private Equity Practitioners

4. Intermediate Financial Modeling

5. General Partner Perspectives

Moreover, the certificate provides students with direct interaction with financial modeling trainers through monthly one-hour live sessions starting in September. These sessions will cater to diverse time zones, offering participants guidance, clarification, and feedback on specific areas related to the certificate content.

With its comprehensive curriculum and interactive learning approach, the Private Equity Certificate by the CFA Institute aims to empower professionals with the skills and knowledge necessary to thrive in the dynamic landscape of private equity.

Arati Porwal, Country Head – India, CFA Institute, commented,“...CFA Institute is proud to present its new Private Equity Certification, as an extension to our recently launched Private Markets and Alternative Investments Certificate and the CFA Program LIII Private Markets Pathway. Aimed at industry professionals, consultants, and new entrants to the investment management sector, the well-rounded course will equip candidates with the necessary skills to boost their careers in the Private Equity market. As India grows in stature as a global economic powerhouse, we at CFA Institute remain committed to meeting the evolving needs of the market and empowering investment professionals across India and globally.”

Talking about the newly launched programme, Richard Fernand, Head of Certificate Management at CFA Institute, said, "...The new certificate complements the foundational level Private Markets and Alternatives Certificate launched by CFA Institute last year and offers both learning and practical content, empowering candidates with increased confidence and enhanced credibility within their organizations. Alongside the existing Private Markets and Alternative Investments Certificate, and the recent launch of the CFA Program LIII Private Markets Pathway, this new certificate underscores the commitment by CFA Institute to providing high-quality educational content in the alternatives space."

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