Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu

At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

Understanding Private Equity


This 5 lesson course will teach the advisor the following:

Lesson 1

  • What Is Private Equity?
  • History of Private Equity
  • Size of the Market
  • Role of Private Equity in Canada and Worldwide
  • Impact of Private Equity on Financial Markets and the Economy
  • Regulatory Environment for Private Equity in Canada and Worldwide

Lesson 2

  • Private Equity Financing
    • Corporate Finance
    • Venture Capital
  • Private Debt Financing
    • Mezzanine Debt
    • Distressed Debt
    • Infrastructure
  • Commonly Used Forms of Private Equity
    • Venture Capital
    • Buyouts
    • Distressed Investing

Lesson 3

Section 1

  • Who Is the Typical Private Equity Investor?
  • Advantages of Private Equity Investing
  • Disadvantages of Private Equity Investing
  • Unique Risks of Private Equity Investing

Section 2

  • Characteristics of the Private Equity Structure
  • Considerations in Structuring Private Equity Portfolios
  • Use of Private Equity in Institutional and Individual Portfolios

Lesson 4

Section 1

  • Structure of Private Equity Funds

Section 2

  • Investment Life Cycle of a Limited Partnership
    • Selecting Investments
    • Structuring Investments
    • Monitoring Investments
    • Exiting Investments

Section 3

  • Structuring the Relationship between Limited Partners and General Partners
  • Partnership Agreement
    • General Partner Compensation
    • Partnership Covenants

Section 4

  • Valuation of Private Equity Funds

Lesson 5

  • Due Diligence on Private Equity Managers
  • Attributes Driving Performance
Quiz Format Online
Question Format Multiple Choice
Questions Per Quiz 20
Passing Grade 60%*
Attempts Allowed Unlimited*
Enrolment Period 6 months

* IMPORTANT: There is no maximum to the number of quiz attempts permitted, but only the first passing grade (60% or over) will appear on official web transcript.

Continuing Education (CE) Credits

Click the links below or the buttons at the top of the page on the right side to access CE accreditation information. To search for specific course information, press Ctrl + F and then enter the course name to search the document for the information you are interested in.

National/Provincial (Excluding Quebec)
Download CE Chart (PDF, 163 kb)

Quebec (IQPF/CSF)
Download IQPF/CSF Chart (PDF, 182 kb)

Please note: While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the charts above may be subject to change.

For details on the organizations and other information on CE Credits listed in the above charts, please click here.