Financial Modeling and Analysis Courses
Financial Modeling
Participants review and understand basic concepts of accounting and finance to learn how to work with better assumptions and parameters. Similarly, participants are exposed to the modeling instinct and other necessary skills required in a rapidly changing industry.
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Financial Analyst
Participants gain expertise in the effective use of Excel and other tools that are commonly used in financial analysis. Learn and master the fundamentals of finance by analyzing statement and begin to hone the skills necessary to compete for jobs in the modern financial sector.
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Wealth Management Courses
Private Equity
This course will teach you the structures of private equity, the intricacies of leverage buyouts, how to measure returns, and the relationship between general partners.
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Investment Banking
Participants take a hands-on approach to studying the investment banking business, learning about mergers and acquisitions (M&A) process, and evaluating firms based on various financial models. Participants will become familiar with how M&A works, different valuation methods and preparing debt and equity offerings.
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Family Offices
The course focuses on providing transparent case studies, best practices, mistakes to avoid, and models to follow if you are looking to run a single family office or have one started for your clients or family. The QFOP program includes training in many diverse areas related to investing capital for the ultra-affluent, including financial modeling & analysis, hedge funds, private equity, and investment banking.
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Business Broker
Raise your level of business brokerage knowledge and increasing your ability to work quickly and effectively. Specialized knowledge is valuable and an asset in our knowledge economy.
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Certified Hedge Fund Professional Program
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Hedge Funds
Participants explore hedge fund structures, strategies and trends. In the Introductory Level 1 Course, CHP participants gain a thorough understanding of industry best practices, practical knowledge of hedge funds and greater familiarity with the tools that hedge fund managers employ. Graduates of Level 1 then move on to Level 2 where each participant can select a specific area of study to specialize in, allowing for a more advanced level of expertise.
CHP: Due Dilegence
We will provide an overall basic level of knowledge of due diligence, some techniques, and key terms to focus on. One book will provide candidates with some of the current models and techniques being used in the hedge fund industry to uncover operational risk, and trends that may lead the way within the industry going forward . The capstone of the entire due diligence section and links many of the previously explored ideas together in a meaningful way while explaining some of the most crucial elements of a hedge fund and their overall relation to risk.
CHP: Capital Raising
This program combines hedge fund marketing and sales training with sales best practices to create a platform where third party marketers, capital introduction professionals, investor relations, and in-house marketers can gain credibility and certify their knowledge within this space.
CHP: Portfolio Analytics
This program provides an overview of hedge fund portfolio analytics and risk management best practices. This program was primarily designed by the Chief Investment Officer (CIO) of a U.S.-based long-short equity hedge fund and is intended for hedge fund portfolio managers, analysts, wealth managers, asset allocators, traders, and those professionals looking to enter the industry into one of these roles. Please see below for the learning modules and study guide for this program.