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From analyst to finance professional: corporate finance, advanced valuation, M&A analysis, debt markets, and a deal pitch with a portfolio strategy.
8 modules · 47 lessons
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.
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.
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 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.