Gain critical knowledge of alternative investments
Gain a critical edge in your investment career by enhancing your knowledge of private equity, private wealth management and real estate.
Grasp the fundamentals
Understand the foundations and core concepts of private markets.
Practically apply your skills
Learn how to use your newly acquired knowledge in real world scenarios.
Effectively communicate with stakeholders
Speak about private markets and alternative investments with complete confidence.
Why learn about private markets with CFA Institute?
Specialized expertise
Learn from established practitioners to build the practical skills required in a growing number of investment decisions.
Skill enhancement
Enhance your understanding of private markets and the private wealth sector as you gain both technical and non-technical skills.
Comprehensive knowledge
Gain knowledge in a variety of key areas including private wealth, commodities, natural resources, and hedge fund investments.
Networking opportunities
Build your network as you connect and learn as part of a diverse group of investment professionals from around the world.
Career advancement
Advance your career by demonstrating your skills and commitment with an accreditation from the leaders in investment education.
Investor readiness
Learn from a curriculum that is built on the latest industry research and practice, so you stay up to date in the evolving landscape of investing.
Certificate
This certificate provides a comprehensive review of critical terminology and concepts. Understand the key features and differences between private equity, private credit, real estate and infrastructure, commodities, and hedge funds.
Certificate
This intermediate certificate equips you with essential financial analysis skills for private equity, including LBO modeling, deal assessment and value creation strategies.
Certificate
Launching in 2025, the Advanced Private Equity Certificate is designed for private equity professionals seeking advanced tools and strategies for successful investment management and partnership governance. Building upon the intermediate knowledge provided in the Private Equity Certificate, this advanced program delves deeper into the complexities of private equity operations. Participants will excel in due diligence, deal sourcing, advanced financial modeling, debt valuation, and strategic communication. The Advanced Private Equity Certificate requires participants to have successfully completed the intermediate Private Equity Certificate.
Access the Advanced Private Equity Certificate syllabus and learning outcomes and fact sheet for further info.
Need help deciding your next step?
CFA Institute programs are designed to level up your investment mastery at every stage of your career. Navigate to your perfect CFA Institute program with the 2 minute Learning Compass quiz.
Private markets insights from Research and Policy Center
Mercer CFA Institute Global Pension Index 2024
This report rates global pension systems, recommending reforms to improve outcomes and participant trust in an era of aging populations.
Private markets: governance issues rise to the fore
This report illuminates how private markets function and uses the results from our global survey to inform recommendations for investors and policymakers.
SEC marketing rule compliance practices
CFA Institute and the IAA surveyed investment firms to identify common practices for complying with the performance requirements of the SEC Marketing Rule.