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From professional to finance leader: complex valuation, private equity and LBOs, structured finance, risk governance, and a capital strategy defense.
8 modules · 48 lessons
Advanced valuation and complex situations, private equity venture and private capital, structured and project finance, deal leadership and transaction execution, portfolio management and institutional investing, a minor project building an LBO and deal package, risk treasury regulation and governance, and a major project building an institutional portfolio and capital strategy.
Finance, Wealth Management and Capital Markets with Ucanly, Level 3 Advanced, takes you from professional to finance leader. This is an advanced educational program in finance and financial analysis. Ucanly and its mentors are not registered investment advisers or financial planners, this course is not investment or financial advice, and nothing in it is a recommendation regarding any security, product, or transaction. No model, backtest, or simulated result implies future returns, and all markets carry genuine risk of loss. Every project uses historical data and simulated deals, funds, and clients only. Built for practitioners who have completed the Intermediate level or have hands on experience building valuation models, deal analysis, or managing client portfolios, this program goes deep into valuing banks, insurers, and complex holding structures, and private equity and LBO modelling at depth. In your minor project in week six, you will build a complete leveraged buyout and deal structuring package on a simulated transaction, with a full LBO model, debt structure and covenants, returns waterfall, diligence risk assessment, and a defended investment committee memo. You will then study project and structured finance, deal leadership and due diligence, institutional portfolio management, and risk, treasury, and regulatory governance including Basel and IFRS 9. You will graduate having delivered a full dual track leadership deliverable in your week twelve major project, an institutional portfolio and risk framework for a simulated fund or family office, and a capital raising and finance strategy for a simulated company, both defended live to Ucanly mentors acting as an investment committee and a board.
Complete this course to earn a verified Ucanly certificate you can add to your profile, share on LinkedIn, and showcase to employers as proof of the skills you've built.
No. This is an advanced educational program in finance and financial analysis. Ucanly and its mentors are not registered investment advisers or financial planners, this course is not investment or financial advice, and nothing in it is a recommendation regarding any security, product, or transaction. Real financial decisions should be made on your own judgement and, where needed, a SEBI registered professional.
It is recommended, but hands on experience building valuation models, deal analysis, or managing client portfolios is sufficient to start.
Yes, your minor project is a complete leveraged buyout and deal structuring package on a simulated transaction, with a full LBO model, debt structure and covenants, returns waterfall, diligence risk assessment, and a defended investment committee memo.
A dual track leadership deliverable: an institutional portfolio and risk framework for a simulated fund or family office, and a capital raising and finance strategy for a simulated company, both defended live to Ucanly mentors acting as an investment committee and a board.