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AdvancedFinance, Wealth Management and Capital Markets8 weeks
Certificate IncludedCertificate EligibleUcanly certificate

Finance, Wealth Management and Capital Markets: Advanced

From professional to finance leader: complex valuation, private equity and LBOs, structured finance, risk governance, and a capital strategy defense.

Duration
8 weeks
Level
Advanced
Content
48 lessons
8 modules · 16 h 7 min
Certificate
Included
On completion
Access
Fee by email
Or take the free aptitude test

What you'll learn

Think like a capital allocator, valuing banks, insurers, cyclicals, distressed companies, and complex holding structures
Understand private equity returns, build LBO models at depth, and understand debt structures, covenants, and the returns waterfall
Understand project and structured finance, securitization, credit enhancement, and lessons from structured finance failures
Lead a transaction end to end, structure and negotiate deal terms, and conduct advanced due diligence
Build a complete LBO and deal structuring package with a defended investment committee memo
Understand institutional portfolio management, strategic and tactical asset allocation, and performance attribution
Apply financial risk management at institutional scale, including VaR, stress testing, and treasury and ALM
Understand Basel, IFRS 9, and Ind AS regulatory frameworks, and govern model risk and AI in finance
Deliver a dual track leadership project with an institutional portfolio framework and a corporate capital raising strategy

Who this course is for

  • Intermediate level graduates ready to move into finance leadership roles
  • Working finance professionals preparing for investment banking, private equity, or portfolio management roles
  • Anyone preparing for CFA Levels 2 and 3, FRM, or senior NISM pathways
  • Anyone targeting investment banking associate, portfolio manager, risk manager, treasury lead, or CFO track career paths

Skills you'll gain

Advanced FinancePrivate EquityLBO ModellingCapital StackCovenantsIRR and MOICVenture CapitalProject FinanceStructured FinanceSecuritizationDeal StructuringDue DiligencePost Merger IntegrationPortfolio ManagementAsset AllocationAlternativesPerformance AttributionFinancial Risk ManagementValue at RiskTreasury and ALMBasel and IFRSModel Risk GovernanceCapital RaisingCFA and FRMFinance Leadership

This course includes

Live mentor led Ucanly sessions plus self paced recorded content, fully online
All practical work done through advanced financial models, real filings, and simulated deals, funds, and clients
A minor project building an LBO and deal structuring package defended to committee by week six
A major project delivering an institutional portfolio framework and a capital strategy by week twelve
Ucanly mock investment committee and board level interviews, senior portfolio and model review, resume and profile audit, and placement guidance
Preparation guidance for CFA Levels 2 and 3, FRM, and senior NISM pathways

Course content

8 modules · 48 lessons · 16 h 7 min

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.

Requirements

  • Completion of the Finance, Wealth Management and Capital Markets Intermediate level, or hands on experience building valuation models, deal analysis, or managing client portfolios
  • Comfort with DCF valuation, financial modelling, and Excel at an advanced level
  • A computer capable of running advanced Excel models and basic Python

About this course

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.

Earn a Ucanly certificate

Complete this course to earn a Ucanly certificate with its own page and QR code. Save it as a PDF, share its link, or add it to the certifications on your LinkedIn profile.

Certificate IncludedCertificate EligibleUcanly certificate

Frequently asked questions

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.