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Master’s Certificate in Finance

Master’s Certificate in Finance

From: $149.00

Earn a Master’s Certificate from The Finance Training Society by completing any 5 courses of your choosing.  You will receive designations for each of the courses you complete as well as a Master’s Certificate upon completion of the program.

The images in the gallery are the different courses and designations we offer for the Master’s Certificate.

This program is accredited by Certified Personal Development.

 

Brought to you by Wilson Training

$1,699.00
$149.00 / month for 12 months

Category:

The Master’s Certificate in Finance & Investments is a challenging program requiring the participant to complete a total of five training programs on FinanceTraining.com. Current Finance & Investments Department programs to choose from including Financial Analysis, Hedge Funds, Investment Banking, Private Equity, Business Brokerage, Financial Modeling and Qualified Family Office Professional.

Certified Financial Modeling Specialist

Certified Financial Modeling Specialist

From: $49.99

$249.00
$49.99 / month for 6 months

Category:

This program is a professional certification tailored to fit the schedules of busy professionals with our 100% online learning platform and multimedia study materials. This platform includes audio interviews with industry experts, instructional videos covering the best practices, fundamentals and insights. 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.

 

Required Textbook

This is the required textbook for the CFMS course. You can click the title to search purchase options through google.

Learning Objectives

Review accounting concepts; Income Statement, Balance Sheet and Cash Flow Statement, and understand the linkages between them so that modelers can accurately develop balanced multi-year financial projections.

Review finance concepts such as the Net Present Value, Weighted Average Cost of Capital, Terminal Value and the discounting of cash flows.

Develop Excel expertise with functions, formulas, layout, style and formatting so modelers can easily and quickly build scalable and robust financial models that are easy to use, extend, and incorporate into presentations as flexible tools for business decision-making.

Develop modeling instincts so modelers know what assumptions are reasonable and likely to result in dependable results, and what parameter ranges are realistic to account for invariable deviations of reality from models.

Develop a framework that allows modelers to build financial projections, perform discounted cash flow valuations, perform sensitivity analyses, build graphs and allow others to use their models without worrying about basic issues such as incorrect data input or “breaking” the model.

Provide a foundation for more advanced modeling courses such as for Leveraged Buyout Analyses, Mergers & Acquisitions, Equity or Debt issuance and other complex financial applications

Who is This Program Built For?

Portfolio managers, analysts, and hedge fund managers looking to improve their ability to build their own financial models.

Financial professionals who want to better understand financial modeling.

Students who are looking for continuing education opportunities

Seasoned professionals looking for professional self-improvement training to get further into the financial modeling space

Professionals who have just taken a position as part of a financial modeling team

Benefits of the CFMS

  • Advance your financial modeling career by raising your level of financial modeling knowledge and increasing your ability to work quickly and effectively. Specialized knowledge is valuable and an asset in our knowledge economy. Mastering the construction of financial models allows you to work more efficiently than your competitors.
  • Lifetime access to tools and multimedia training resources found online within the (CFMS) Certification Program.
  • Add the (CFMS) Designation to your resume, assuring employers that you are dedicated to working in the industry, focused on learning more about financial modeling and able to work more efficiently after being promoted or hired.
  • Speak the financial modeling language – Earning the CFMS Designation assures that you can attend conferences, interviews and other networking events while being able to contribute to conversations and understand discussions about current events or trends within the industry.  Our program will help you to understand the terms and implement the tactics and tools of leading financial modeling professionals.

How Does This Program Work?

Sample Audio and Video Files

Sample Audio Interview with Cliff Thomas

Sample Video Module from CFMS Classroom



View the Study Guide

Financial Analyst Specialist Certification

Financial Analyst Specialist Certification

From: $49.99

$997.00 $695.00
$49.99 / month for 6 months

Category:

This is a professional certification tailored to fit the schedules of busy professionals with 100% online learning platform and multimedia study materials. This platform includes audio interviews with industry experts, instructional videos covering the best practices, fundamentals and insights. 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.

 

Required Textbooks

These are the required textbooks for the FASC course. You can click the title to search purchase options through google.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Learning Objectives

Understanding and Using Net Present Value, Pricing, Costing, Working Capital, Sensitivity Analysis and other tools and best practices as a financial analyst.

Understand how to Use, Interpret and Forecast Financial Statements (Balance Sheet, Income Statement, Cash Flow).

To be able to Perform Financial Analysis with the help of Ratio Analysis and Contribution and Margin Analysis.

To be able to Understand and Apply the Basic Principles of Accounting touching on Revenue Recognition and Income Determination.

Gain expertise in the use of Excel as a tool for Financial Analysis effectively.

Who is This Program Built For?

Financial analysts who want to better understand their industry and how they can progress forward within their own career

Financial Analyst Managers, consultants, advisors, or team leaders

Graduate students or students who are looking for continued education in financial analysis

Seasoned professionals looking to cross over and enter the financial analysis industry

Business professionals who have recently taken a position as part of a financial analysis team

Business Managers responsible for expanding their firm’s financial picture and expected to work with financial analysts

Financial professionals who want to better understand financial modeling.

Students who are looking for continuing education opportunities

Seasoned professionals looking for professional self-improvement training to get further into the financial modeling space

Professionals who have just taken a position as part of a financial modeling team

Benefits of the FASC

Learn about financial analyst fundamentals, industry terms, processes, models, ratios, and best practices in this in-demand field.

Add the Financial Analysis Specialist Certification (FASC) Designation to your resume and business cards, assuring employers that you are dedicated to working in the industry, focused on learning more about financial analysis and able to work more efficiently after being promoted or hired.

Speak the financial analysis language – Earning the Financial Analyst Specialist Certification (FASC) Designation assures that you can attend conferences, interviews and other networking events while being able to contribute to conversations and understand discussions about current events or trends within the industry. Our program will help you to understand the terms and implement the tactics and tools of leading financial analyst business professionals.

Lifetime Access to tools and multimedia financial analyst training resources found online within the Financial Analysis Specialist Certification (FASC) Program.

How Does This Program Work?

Sample Audio and Video Files

Sample Audio Interview with Cliff Thomas

Sample Video Module from FASC Classroom

View the Study Guide

Certified Investment Banking Associate

Certified Investment Banking Associate

From: $65.00

$997.00 $695.00
$65.00 / month for 6 months

Category:

This is a professional certification tailored to fit the schedules of busy professionals with our 100% online learning platform and multimedia study materials. This platform includes audio interviews with industry experts, instructional videos covering the best practices, fundamentals and insights. 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.

 

Required Textbooks

These are the required textbooks for the CIBA course. You can click the title to search purchase options through google.

 

 

 

 

 

 

 

 

 

 

 

 

 

Learning Objectives

Put your studies in perspective through exposure to the business of investment banking.

Recognize that “valuation” lies at the core of an investment banker’s skill set.

Prepare to learn about valuation by gaining exposure to financial statements and accounting. Discover how figures flow between income statement, balance sheet and cash flow statement, and gain exposure to more complex topics such as depreciation, goodwill and deferred taxes.

Learn valuation based on comparable companies’ analysis. You’ll learn how to choose comparables, find relevant financial data, analyze statistics and calculate valuation.

Learn valuation based on precedent transactions analysis. You’ll learn how to choose transactions, find relevant historical data, analyze multiples and calculate valuation.

Learn valuation based on discounted cash flow analysis. You’ll learn how to forecast cash flows, determine a cost of capital, compute the terminal value, discount back to the present and calculate valuation.

Take a hands-on approach to studying financial modeling techniques including more advanced topics such as sensitivities, complex capital structures, scenario toggles and cash flow revolvers.

Find out how the LBO process works and how LBO models can be used for valuation.

Become familiar with the M&A process including an examination of the accretion / dilution concept.

Become familiar with equity and debt offerings.

Who is This Program Built For?

Analysts or associates looking to improve their investment banking industry knowledge

Students with some professional experience who are looking for continuing education opportunities

Seasoned professionals looking for professional self-improvement training on investment banking

Professionals who have just taken a position as part of an investment banking team

Banking professionals looking to improve their investment banking knowledge and leverage the changes the event industry has experienced in the past 10 years

Investment banking placement agents and consultants

Benefits of the CIBA

Add the CIBA Designation to your resume, assuring employers that you are dedicated to working in the industry, focused on learning more about investment banking, and able to work more efficiently after being promoted or hired.
Advance your investment banking career by raising your level of investment banking knowledge and increasing your ability to work quickly and effectively. Specialized knowledge is valuable and an asset in our knowledge economy and mastering investment banking models, terms, and industry best practices allows you to work more efficiently than your competitors.
Exclusive Access to tools and multimedia training resources found online within the CIBA Certification Program.
Speak the investment banking language – Earning the CIBA Designation assures that you can attend conferences, job interviews, and other networking events while being able to contribute to conversations and understand discussions about current events or trends within the industry. Our program will help you to understand the terms and implement the tactics and tools of leading investment banking professionals.

How Does This Program Work?

Sample Audio and Video Files

Sample Audio Interview

Sample Video Module from CIBA Classroom

View the Study Guide

Certified Private Equity Professional

Certified Private Equity Professional

From: $95.00

$995.00 $695.00
$95.00 / month for 6 months

Category:

This program is designed for a professional that want to either step into or further their career within the private equity sector. This professional certification program was developed by the Private Equity Investment Group. 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.

 

Required Textbooks

These are the required textbooks for the CPEP course. You can click the title to search purchase options through google.

Private Equity as an Asset Class by Guy Fraser-Sampson 2nd edition

 

Private Equity: History, Governance, and Operations by Harry Cendrowski 2ndedition

 

The Private Equity Edge by Arthur B. Laffer

 

Inside Private Equity: The Professional Investor’s Handbook by James M. Kocis, James C. Bachman IV, Austin M. Long III, & Craig J. Nickels,

Learning Objectives

Learn about the history of private equity and how it has helped shape the market.

Understand how private equity funds are structured and be able to measure the returns

Learn the different types of private equity and how each one works and the intricacies of leverage buyouts

Understand the investor side of private equity, including the relationship between limited and general partners, and what investors look for in a private equity fund

Who is This Program Built For?

Private Equity Professionals who want to better understand their industry and how they can progress forward within their own career

Private Equity Managers, consultants, advisors, or team leaders

Graduate students or students who are looking for continued education in private equity

Seasoned professionals looking to cross over and enter the private equity industry

Business professionals who have recently taken a position as part of a Private Equity team

Business Managers responsible for expanding their firm’s financial picture.

Benefits of the FASC

Add the Certified Private Equity Professional(CPEP) Designation to your resume, assuring employers that you are dedicated to working in the industry, passionate about learning more about the industry and able to work more efficiently after being promoted or hired.

Educational Videos & Exclusive Access to video-based instruction, career tools, and audio interviews

Networking and Direct access to industry consultants and recruiters for business connections, networking advice, private equity startup and private equity career coaching or advice. Network with other CPEP Designation participants and over 100,000 + Members in Private Equity Investment Group (PEIG) Members around the world through our online networking system and forum.

Speak the language: Earning the CPEP Designation assures that you can attend conferences, interviews and other networking events while being able to contribute to conversations and understand discussions about current events or trends within the private equity industry.

How Does This Program Work?

Sample Audio and Video Files

Sample Audio Interview

Sample Video Module from CPEP Classroom

View the Study Guide

Certified Business Broker

Certified Business Broker

From: $70.00

$349.00
$70.00 / month for 6 months

Category:

This is a professional certification program tailored to fit the schedules of busy professionals with our 100% online learning platform and multimedia study materials. This platform includes audio interviews with industry experts, instructional videos covering the best practices, fundamentals and insights. 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.

 

Required Textbooks

These are the required textbooks for the CBB course. You can click the title to search purchase options through google.

Business Valuation Bluebook: How Successful Entrepreneurs Price, Buy, Sell and Trade Businesses by Chad Simmons (ISBN# 978-1889150550)

Buying a Business To Secure Your Financial Freedom: Finding and Evaluating the Business That’s Right For Youby Ed Pendarvis (ISBN#978-0071450867)

Unlocking the Value of Your Business: How to Increase It, Measure It, and Negotiate an Actual Sale Price – Easy Step-by-Step Terms by Tom Horn (ISBN#978-0875210162)

Learning Objectives

How to quickly estimate the value of a business

How to apply more extensive analysis to reach a valuation range that will stand up to scrutiny from sellers, buyers, bankers and CPA’s

How to handle common objections from sellers and buyers?

How to prepare a listing agreement for selling a business?

How to prepare a confidential profile of a business for sale?

How to differentiate yourself from real estate agents

How to explain the true, quantifiable differences between big and small business?

How to understand how buyers and sellers think. What their motivations and fears are, and how to help them as a professional intermediary

How to communicate with others using industry specific terminology, not just jargon but with knowledge

How to position yourself as a knowledgeable and capable business broker with employers, and

How to respond to common questions and objections of buyers and sellers

How to create an authority position for your firm in the industry, which will bring continuous new clients and co-brokering opportunities.

Who is This Program Built For?

Business brokerage professionals looking to improve their business brokerage expertise and knowledge

Students with some professional experience who are looking for continuing education opportunities

Seasoned professionals looking for professional self-improvement training in business brokerage

Current business professionals looking to improve their business brokerage knowledge and leverage the changes the business brokerage industry has experienced in the past 10 years

Employee groups looking to enhance their business brokerage knowledge

Benefits of the CBB

Advance your business brokerage career by raising 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.

Access to tools and multimedia training resources found online within the (CBB) Certification Program.

Speak the business brokerage language – Earning the CBB Designation assures that you can attend conferences, interviews and other networking events while being able to contribute to conversations and understand discussions about current events or trends within the industry.  Our program will help you to understand the terms and implement the tactics and tools of leading business brokerage professionals.

How Does This Program Work?

Sample Audio and Video Files

Sample Audio Interview

Sample Video Module from CBB Classroom

View the Study Guide

Certified Hedge Fund Professional

Certified Hedge Fund Professional

From: $149.00

$999.00 $699.00
$149.00 / month for 6 months

Category:

This is a professional certification tailored to fit the schedules of busy professionals. With our 100% online learning platform and multimedia study materials; this program provides participants with our easy-to-access and revolutionary training platform. This platform includes audio interviews with industry experts, instructional videos covering the best practices, fundamentals and insights. We are training tomorrow’s business leaders today. 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.

 

Required Textbooks

These are the required textbooks for the CHP Level 1 course. You can click the title to search purchase options through google.

The Hedge Fund Book by Richard Wilson

A Visual Guide to Hedge

Learning Objectives

Understand the structures, strategies and trends of Hedge fund and know how to implement them.

Gain knowledge of the industries best practicals and practical knowledge of hedge funds.

Become familiar with the tools that hedge fund managers use and employ.

Who is This Program Built For?

Professionals including analysts, hedge fund managers, marketers, attorneys, consultants, professors, and students complete this program because it may help improve their resume, job prospects, credibility, and third-party verified specialized knowledge on hedge funds.

Benefits of CHP

Access to over 100 educational videos, templates, books, and exclusive hedge fund tools through our Hedge Fund Premium training platform.

Create a more powerful resume with specific details on your hedge fund industry training experience in the CHP designation program.

Access to our job placement services which include career coaching, recruiter connections, resume feedback, a hedge fund career workbook, internships, and a hedge fund resume template.

An understanding of hedge fund investment strategies, fund of hedge funds, analytics, due diligence, and current hedge fund trends and terms.

A marked advantage over those professionals and competing funds which do not have the hedge fund training, resources, and knowledge you will receive.

How Does This Program Work?

Sample Audio and Video Files

Sample Audio Interview

Sample Video Module from FASC Classroom

View the Study Guide

Level 2: Capital Raising

Course Overview

The CHP Level 2 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.

Level 2 builds on CHP Level 1 by referring to investment strategies, terms, and trends discussed within the Level 1 reading materials.

Learning Objectives

Understand the  Hedge Fund Capital Raising Distribution Channels
Learn Sales Fundamentals to implement into your practice
Learn how to use Influence & Persuasion correctly to raise capital
Understand Capital Introduction for investors
Understand all of Hedge Fund Marketing Best Practices
Learn how to use Third Party Marketing effectively

Level 2: Portfolio Analytics

Course Overview

The CHP Level 2  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.

Learning Objectives

•  Learn and Understand Portfolio Characteristics of Various Hedge Fund Investment Strategies
•  Understand how Asset Allocation works.
•  Understand Investment Risk Management within Hedge Funds
•  Learn the Risk-Adjusted Performance Measures of Hedge Funds

Level 2: Due Diligence

Course Overview

CHP Level 2  Due Diligence

This Program helps hedge fund professionals learn about hedge fund due diligence fundamentals and best practices. The CHP Level 2 program on due diligence program requires three texts. Each focus on different aspects of due diligence and are crucial to a well-rounded understanding.

One text will provide an overall basic level of knowledge of due diligence, some techniques, and key terms to focus on and thus should be read first (Hedges on Hedge Funds).  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 (Hedge Fund Operational Due Diligence).  The final book is meant to be 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 (Hedge Fund Risk Fundamentals).

Learning Objectives

  • Understand different Hedge Fund Characteristics
  • Learn how to assess Risk of a Hedge Fund
  • Understand the basic operations of Hedge Funds
  • Learn the best strategies for reviewing due diligence
  • Understand different modeling techniques

Qualified Family Office Professional

Qualified Family Office Professional

From: $149.00

$999.00
$149.00 / month for 6 months

Category:

This is designed for those whom want to enter the realm of the single family office. This can be done by creating, operating & managing the investments of Single Family Offices. The course is a self-study program that will allow you to learn your own pace. 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 is the #1 most popular self-paced family office training program covering the fundamentals, structures, best practices, trends, and areas of investment critical to managing single and multi-family offices. 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.

 

Required Textbook

This is the required textbook for the QFOP course. You can click the title to search purchase options through google. The PDF copy will be included with registration.

Learning Objectives

Understanding positioning, industry trends, the best tools, and the components necessary for a successful career in the family office platform.

Utilize the best practices, models, and fundamentals of managing a family offices, hedge funds, private equity, financial modeling, financial analysis, and investment banking.

Learn from experts with decades of experience in the family office industry to provide first hand insight and structures to implement.

Gain knowledge in innovative techniques to attract clientele.

Lifetime Access to tools and multimedia family office resources found online within the Qualified Family Office Professional (QFOP) Program.

Who is This Program Built For?

The Qualified Family Office Professional program is available for professionals in wealth management, investment fund management, trust & estates, insurance, capital raising, or other areas where more fundamental family office knowledge would be helpful. There are no minimum educational requirements for completing the QFOP program, it is available for anyone, and can be completed from anywhere in the world at your own pace using the internet.

Benefits of QFOP

  • Listen to interviews with over 30 single family office and multi-family office executives globally, several of whom each directly manage over $1 billion in assets for exceptionally wealthy families. These exclusive audio interviews make up over 30 hours of audio MP3 content for you to learn directly from leaders at family offices such as the Threshold Group, Constellation Wealth Advisors, and Marcuard Family Office.
  • Gain access to over 200 video modules including conference presentations, short facts on the family office industry, and training modules taken from some of our most advanced finance training and certificate programs in the industry.
  • Advance your family office career by raising your level of family office knowledge and increasing your ability to work quickly and effectively. Specialized knowledge is valuable and an asset in our knowledge economy. Mastering the construction of financial models allows you to work more efficiently than your competitors.
  • Speak the family office language. Earning the QFOP Designation assures that you can attend conferences, interviews and other networking events while being able to contribute to conversations and understand discussions about current events or trends within the industry. Our program will help you to understand the terms and implement the tactics and tools of leading financial modeling professionals.

How Does This Program Work?

Sample Audio and Video Files

Sample Audio Interview

Sample Video Module from QFOP Classroom

View the Study Guide