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

Finance, Wealth Management and Capital Markets: Intermediate

From analyst to finance professional: corporate finance, advanced valuation, M&A analysis, debt markets, and a deal pitch with a portfolio strategy.

Duration
8 weeks
Level
Intermediate
Content
47 lessons
8 modules · 14 h 48 min
Certificate
Included
On completion
Access
Fee by email
Or take the free aptitude test

What you'll learn

Understand cost of capital, WACC, and hurdle rates, and evaluate investments using NPV and IRR
Understand capital structure, the debt equity decision, and working capital and cash management
Build professional grade financial models with driver based forecasting, scenario analysis, and model auditing
Build DCF valuations with justified terminal value and discount rate assumptions, and trading and transaction comparables
Build a complete company valuation package with a defended fair value range across multiple methodologies
Structure professional equity research with industry analysis, quality of earnings, and a bull and bear case
Understand mergers and acquisitions, accretion dilution analysis, leveraged buyouts, and due diligence
Understand debt markets, bond pricing and yields, credit analysis, derivatives, and hedging
Deliver a dual track major project: an investment banking style deal pitch and a high net worth portfolio strategy

Who this course is for

  • Beginner level graduates ready to move into professional finance and investment banking roles
  • Students and working professionals who want structured, valuation and deal level skills
  • Anyone preparing for investment banking, equity research, or wealth advisory interviews
  • Anyone preparing for NISM certifications and CFA Level 1 and 2 pathways

Skills you'll gain

Intermediate FinanceCorporate FinanceWACCCapital BudgetingNPV and IRRCapital StructureFinancial ModellingDriver Based ForecastingScenario AnalysisValuationDCF ModelTrading ComparablesPrecedent TransactionsEquity ResearchQuality of EarningsMergers and AcquisitionsAccretion DilutionLeveraged BuyoutDue DiligenceDebt MarketsBond PricingCredit AnalysisDerivativesHedgingWealth ManagementPortfolio StrategyInvestment BankingCFA Preparation

This course includes

Live mentor led Ucanly sessions plus self paced recorded content, fully online
All practical work done through financial models, pitch decks, and simulated deals and clients
A minor project building a complete valuation package with a defended fair value range by week six
A major project delivering a deal pitch and a high net worth portfolio strategy by week ten
Ucanly model and pitch review, mock finance and investment banking interviews, and a personalized roadmap to the Advanced level
Intensive preparation guidance for NISM certifications and CFA Level 1 and 2 pathways

Course content

8 modules · 47 lessons · 14 h 48 min

Corporate finance in practice, advanced financial modelling, valuation mastery, equity research and investment analysis, a minor project building a complete valuation package, mergers acquisitions and deal analysis, debt markets derivatives and risk, and a major project delivering a deal pitch and portfolio strategy.

Requirements

  • Completion of the Finance, Wealth Management and Capital Markets Beginner level, or working knowledge of financial statements, ratio analysis, Excel modelling, and basic capital markets
  • A computer capable of running Excel and basic Python
  • Comfort with financial statement analysis and Excel formulas

About this course

Finance, Wealth Management and Capital Markets with Ucanly, Level 2 Intermediate, takes you from analyst to finance professional. This is an 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 or product. All markets carry genuine risk of loss, and every project uses historical data, simulated clients, and simulated transactions only. Built for practitioners who have completed the Beginner level or have working knowledge of financial statements, ratio analysis, Excel modelling, and basic capital markets, this program goes deep into cost of capital, capital budgeting with NPV and IRR, and driver based financial modelling. You will master DCF valuation, terminal value judgement, trading and transaction comparables, and in your minor project in week six, build a complete company valuation package on a real listed business, with an operating model, a DCF, trading and transaction comparables, a football field output, sensitivity analysis, and a defended fair value range. You will then study mergers and acquisitions, leveraged buyouts, debt markets, and derivatives and hedging. You will graduate having delivered a full dual track major project in week ten: an investment banking style pitch on a simulated deal with valuation and structure, and a comprehensive portfolio strategy for a simulated high net worth client, both presented and defended live to Ucanly mentors.

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 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 or product. Real financial decisions should be made on your own judgement and, where needed, a SEBI registered professional.

It is recommended, but working knowledge of financial statements, ratio analysis, Excel modelling, and basic capital markets is sufficient to start.

Yes, your minor project is a complete company valuation package on a real listed business, with an operating model, a DCF, trading and transaction comparables, a football field output, sensitivity analysis, and a defended fair value range.

A dual track deliverable: an investment banking style pitch on a simulated deal with valuation and structure, and a comprehensive portfolio strategy for a simulated high net worth client, both presented and defended live to Ucanly mentors.