Certified Private Equity Analyst

Language:	Deutsch
Location:	München
Duration:	15 days in 27 weeks
Start:	October every year
Cost:	12.750 €

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Home>Certified Private Equity Analyst

Successful for over 10 years: The Certified Private Equity Analyst (CPEA) training program, in cooperation with the German Private Equity and Venture Capital Association (BVK), offers you challenging training with two focus areas – private equity or venture capital – at the highest academic level by first-class lecturers from science and business.

Gain practical knowledge through all phases of the investment process in five modules of three days each

Time for exchange: make contacts during the three joint modules and the networking sessions, where you will get to know all the participants.
Two specialized modules within your chosen track, Private Equity or Venture Capital, allow you to delve deeper into your focus area.
Soft skill topics such as negotiation skills and selection of management teams complete the program. You will receive the final certificate “Certified Private Equity Analyst (TUM/BVK)®” through active participation and a final case study presentation.

With this certificate program you can earn 10 ECTS that are applicable to the Executive MBA programs at the Technical University of Munich. Please take note of more information in the detail section.

Quick Info

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Benefits
Program Overview
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Benefits

The 5-module program provides concrete guidance on all phases of an investment process and covers all relevant content.

Two focus areas

Choose your focus in private equity or venture capital. Two of the five modules will deepen your focus.
High practical relevance

Case studies and specific application examples are an integral part of the curriculum.
Strengthen your soft skills

Soft skills such as negotiating and selecting management teams complete the program.

Program Overview

You can find all the important information about the certificate program here. Below you can find out the objectives of the program, the exact details of the process, what you will learn and which lecturers will teach you the content.

Aims of the certificate course

Here you will find information on the aims of this course and its content.

You will learn to understand the basic concepts and principles of private equity, including the different stages of the investment cycle and the associated risks and opportunities.
You will acquire skills to analyze companies and investment opportunities in private equity, including due diligence procedures and valuation methods.
You will develop an in-depth understanding of the legal and regulatory frameworks that shape the private equity sector and the ethical and business standards that apply in this area.
You will be able to apply financial modeling techniques and tools to evaluate private equity investments, including risk and return assessment and portfolio analysis.
You will gain knowledge of strategies to enhance the value of portfolio companies, including operational improvements, capital structure optimization and exit management to ensure a successful private equity investment.

Details

Here you will find information on dates, requirements and other general conditions for the certificate program.

Program:	Certified Private Equity Analyst
Graduation:	Certified Private Equity Analyst – Focus Private Equity / Venture Capital
Academic responsibility:	Prof. Dr. Christoph Kaserer
Target audience:	Investment managers and professionals working in the venture capital, investment as well as M&A sector that aim at gaining a certificate for their professional qualification.
Participation fee:	12,750 €*
Discounts:	10,750 € for members of BVK and our strategic cooperation partners (see below). 10% discount for TUM Alumni.
Language:	German (some material, e.g. case studies, might be in English)
Program start:	Annually in October
Modules:	Module 1: Basics of private capital and fund structures Module 2: Transaction processes and structuring Module 3: Fund and investment governance Module 4: Investment development Module 5: Exit procedures, fundraising and negotiation
Dates:	15 presence days: 5 modules with 3 days each (Thursday – Saturday) over a period of 7 months starting in October: Modul 1: 10.10. – 12.10.24 Modul 2: 07.11. – 09.11.24 Modul 3: 13.02. – 15.02.25 Modul 4: 13.03. – 15.03.25 Modul 5: 10.04. – 12.04.25
Application deadline:	31 July 2024
Study location:	Munich
Format:	On campus
Accountability:	You can have this program credited with 10 ECTS points as an elective module for the Executive MBA programs of the Technical University of Munich. In addition to the Executive fees, there may be further costs for the program. Please contact the program manager directly.

* Based on our experience, the German tax benefits help many of our participants to self-finance their education as these can be worth of up to 50% of tuition fees and program related travel costs. Please, consult your personal tax advisor for more details. For participants of our programs residing outside Germany this might be applicable, please check the situation with the local tax authorities in your country of residence.

Lecturers

Get to know our experienced lecturers who will teach you the certificate content and with whom you will work.

Prof. Dr. Christoph Kaserer	Prof. Dr. Bernd Mühlfriedel	Dr. Ingo Stoff
Uwe Bärenz	Alexander Gehring	Martin Walka
Dr. Johannes Weisser	Dr. Marcel Maier	Dr. Wessel Heukamp
Dr. David Beutel	Prof. Dr. Peter Schäfer	Dr. Benjamin Puche
Fabian Kirchmann	Florian Kirchmann	Björn Borrmannn
Marc Göbbels	Marc René Spitz	Dr. Christian Diller
Jan Rodig	Dr. Tanja Erlmaier	Irene Liebler
Dr. David Rody	Benjamin Hubner	Jennifer Regehr
Eike C. Frerichs	Hannes Rumer	Dr. Martin Stellmacherichs
Alexander Schmitt	Prof. Dr. Dirk Honoldacher	Christoph Büth
Dr. Sarah Theinert	Sabine Scherer	Dr. Elisabeth Schrey
Leonard Clemens	Niko Kamphans	Daniela Blumenwitz
Dr. Isabelle Canu

Structure

Find out how the program is structured and what content you can expect.

Module 1: Basics of private capital and fund structures

Welcome
Basics
Fund Economics
Fund types
Fundraising Ecosystem
Investing in PE (LPs)
Transaction financing
Fund structures

Module 2: Transaction processes and structuring

Focus on private equity:

Deal screening and DD
Business planning and company valuation
Transaction structuring and SPA

Focus on venture capital:

Deal sourcing
Valuation
Investment process
Term sheet
Funding/subsidies

Module 3: Fund and investment governance

Investment governance and alignment of interests
Performance measurement of funds
Investor relations
Fund administration and risk management
Private debt funds
ESG
(Deal) Performance
Measurement
Capital efficiency at GP level

Module 4: Investment development

Focus on private equity:

Value Creation
Digitalization
Building Winning Teams
Restructuring
Buy & Build
Exit Readiness & Sales process

Focus on venture capital:

Further development of VC investments
Team development
Ongoing follow-up financing
Exit readiness

Module 5: Exit procedures, fundraising and negotiation

Exit procedure
Fundraising
Negotiation training
Final exam

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Program Impressions

Gain an insight into the certificate program that has been training investment managers and investment professionals at the highest level on a part-time basis for more than 10 years.

Testimonials

This program has given me access to a network with extensive expertise and experience. It is the ideal space to ask critical questions, discuss current developments and think outside the box. Although only a few months have passed since the end of the program, this network has already supported me in several projects.

Venture capital and private equity are rather difficult sectors to access. It is tricky to understand the details and the mechanisms behind the scenes without talking to experienced professionals. The CPEA’s multi-faceted approach not only provides academic analysis of the industry as a whole, but also sheds light on the complex construct from a practitioner’s perspective.