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Certified Private Equity Analyst

Language: German
Location: München
Duration: 15 days in 27 weeks
Start: October every year
Cost: 12.750 €
Apply now
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.

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Quick Info

Here you will find all the information you need for this course.
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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 KasererProf. Dr. Bernd MühlfriedelDr. Ingo Stoff
Uwe BärenzAlexander GehringMartin Walka
Dr. Johannes WeisserDr. Marcel MaierDr. Wessel Heukamp
Dr. David BeutelProf. Dr. Peter SchäferDr. Benjamin Puche
Fabian KirchmannFlorian KirchmannBjörn Borrmannn
Marc GöbbelsMarc René SpitzDr. Christian Diller
Jan RodigDr. Tanja ErlmaierIrene Liebler
Dr. David RodyBenjamin HubnerJennifer Regehr
Eike C. FrerichsHannes RumerDr. Martin Stellmacherichs
Alexander SchmittProf. Dr. Dirk HonoldacherChristoph Büth
Dr. Sarah TheinertSabine SchererDr. Elisabeth Schrey
Leonard ClemensNiko KamphansDaniela 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
Apply now

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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

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.

Philip Schultheiß
Principal, AM Ventures

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.

Britta Hornung-Schweter
Senior-Director, Rautenberg & Company

Partners

BVK – Bundesverband Beteiligungskapital e.V.
Bundesverband Mergers & Acquisitions e.V.
AVCO – Austrian Private Equity and Venture Capital Organisations
invest.austria
SECA – Swiss Private Equity & Corporate Finance Association
bii. – Bund Institutioneller Investoren
Venture Capital Magazin
Program Manager Franziska Sennebogen

Your Contact

Franziska Sennebogen
Program Manager

Phone: +49 89 289 26761
E-Mail: cpea.epe@lll.tum.de

Get in touch

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