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Private Markets Professional Learning

Explore our selection of professional learning options, research, and thought leadership designed to help you advance your private markets career with confidence.

private markets

Private Markets Knowledge for Every Career Stage

CFA Institute is committed to preparing professionals to succeed in today’s ever-evolving investment landscape. As the demand for private market investments increases, so does the need for the knowledge and skills required to keep pace with the profession and client expectations. At CFA Institute we take pride in offering specialized learning opportunities, in-depth research, and insightful thought leadership – informed by today’s investment practitioners and tailored to provide you with the expertise you need to succeed at every point of your career journey.

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Private Markets & Alternative Investments Certificate

This foundational certificate, built on content from the globally recognized CFA® Program curriculum and combined with practitioner insights, provides a broad overview of core concepts and key terminology. Whether you are new to the industry, have clients in the industry, or want to refresh your expertise, this certificate will equip you with the knowledge needed to navigate alternative investments with confidence. No prerequisite knowledge required.

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Private Equity Certificate

Through this intermediate level certificate, you will gain the targeted knowledge and job-ready financial analysis skills you need to thrive in the competitive landscape of private equity. Including financial modeling assignments developed in partnership with Financial Edge, participants will learn how to build LBO models, assess deals, and leverage value creation strategies. No prerequisite knowledge is required, but a foundational understanding of private equity is recommended.

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Advanced Private Equity Certificate

Launching in 2025, this certificate will provide learners with advanced-level private equity modeling training.  Successful completion of the intermediate-level Private Equity Certificate will be a mandatory pre-requisite for this advanced certificate.

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CFA Program Level III: Private Markets Specialized Pathway

CFA Program Level III candidates can now choose from one of three Specialized Pathways options, including one focused on Private Markets, to allow them to focus on content that is directly related to their interests and aspirations. Building on the core Level III curriculum, the Private Markets Specialized Pathway will provide a general partner (GP) perspective of private markets investing using engaging examples from the recent private markets and private credit boom. 

Organizing Training for Corporate Teams?

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Explore the role of private markets in investing

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