CFA Institute launches new private equity certificate programme

NEW DELHI: CFA Institute has launched a new private equity certificate programme for investment professionals. The programme is designed for professionals with one to three years of experience in private equity, as well as those aspiring to such roles.

As per the institute, the private equity certificate meets the learning needs of interns, analysts, and associates at private equity firms or investment banks and individuals currently pursuing relevant degrees. It also caters to small and mid-sized private equity firms seeking training content for new employees.

The certificate will provide students with the chance to engage directly with a financial modelling trainer through an open forum. Subject-matter expert trainers will offer assistance, clarification, guidance, and feedback on any areas of concern related to the financial modelling certificate content. The institute said that monthly one-hour live sessions will begin in September and will be available to suit different time zones.

Courses

The certificate is an intermediate-level, self-paced programme consisting of five courses. It focuses on practical skills, particularly in modelling, and aims to develop the capabilities expected of an analyst or associate in a private equity firm. The five courses are:

• Course 1: Private Markets Essentials

• Course 2: Private Equity

• Course 3: Private Debt for Private Equity Practitioners

• Course 4: Intermediate Financial Modeling

• Course 5: General Partner Perspectives

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Upon meeting the requirements for courses 1 to 5, learners will qualify to take the 60-question final assessment. This assessment will be conducted online and will consist of multiple-choice questions.

Speaking about the certificate programme, the head of certificate management at CFA Institute, Richard Fernand, 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,” he further said.