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 | |
|---|---|
| Quiz Format | Online |
| Question Format | Multiple Choice |
| Questions Per Quiz | 20 |
| Passing Grade | 60%* |
| Attempts Allowed | Unlimited* |
| ENROLMENT PERIOD | |
|---|---|
| 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
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National/Provincial (Excluding Quebec)
CE Chart
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