Certified Private Equity Analyst – CPEA (TUM) ®

Overview

As part of our exclusive advanced educations partnership with the German Private Equity and Venture Capital Association (BVK), TUM School of Management has developed the Certified Private Equity Analyst (CPEA) German-language training program. Featuring high-profile lecturers and leading experts from the fields of science and business, the Certificate Program offers a comprehensive examination of the private equity sector at the highest level of academic excellence and practical relevance.

With this program, TUM School of Management establishes a new standard in private equity training, while setting a consistent quality benchmark for the otherwise heterogeneous group of subsidiary managers.

The CPEA training program consists of five modules at three days each (from 9:00am – 5:30pm, respectively). Training modules focus on the venture capital and private equity industries with a holistic view on relevant issues and defining characteristics. Participants also receive training in essential soft skills in a designated module showcasing effective negotiation and management audits. Case studies based on real-life applications help bridge the gap between theory and practice. After each individual module, participants are encouraged to apply their skills ‘on the job’. Regular participation and a final exam are required for CPEA certification.

Please note that this program is taught in German.

Details

PROGRAMM

Certified Private Equity Analyst

DEGREE

Certificate “Certified Private Equity Analyst”

MODULES

  • Module 1: Fundamentals of Corporate Acquisitions & Sales
  • Module 2: Fund & Transaction Structuring
  • Module 3: Equity Interest Management & Corporate Governance
  • Module 4: Exit Strategies & Fundraising
  • Module 5: Selection of Management Teams & Conducting Negotiations

TARGET GROUP

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

PROGRAM START

Annually in October

DURATION

15 presence days

5 modules, 3 days each(Thursday – Saturday)

7 months starting October 2017

FORMAT

Part-time, attendance blocks

PROGRAM LANGUAGE

German

PLACE

Munich, TUM School of Management

TUITION FEE

EUR 11.750 total

(for members of BVK and cooperation partners:  EUR 9.750)

single module: EUR 2.950

(10% discount for members of BVK and cooperation partners)

Content

Module 1: Fundamentals of Corporate Acquisitions & Sales

  • Market structures and market development
  • Fundamentals of equity participations
  • Business plan analysis, incl. case study
  • Corporate valuation: VC/PE
  • Financial & Commercial Due Diligence

Moduel 2: Fund & Transaction Structuring

  • Overview over financing options
  • Specific financing offers
  • Public and private financing options
  • PE/VC fund structures
  • Legal due diligence
  • Legal issues of PE/VC investments, investment agreements, deal documentation
  • IP management
  • Transaction structuring
  • Corporate and financial market law
  • Tax issues

Module 3: Equity Interest Management & Corporate Governance

  • Operational equity interest management
  • Corporate governance structures
  • Effective control and monitoring mechanisms
  • Equity controlling, monitoring, and risk management
  • Strategic management
  • Selected aspects of the PE, VC, and MBG sectors
  • Case studies and practical issues

Module 4: Exit Strategies & Fundraising

  • Exit strategies (IPO, secondary)
  • Dual Track
  • Risk management
  • Performance measurements
  • Fundraising
  • Capital market communication

Module 5: Strategic Selection of Management Teams & Conducting Negotiations

  • Strategic selection of new management teams
  • Performance measurement of existing management teams
  • Successful development of management audits
  • Negotiation styles
  • Preparaotion of negotiations
  • Negotiation techniques

All five modules finish with a business dinner.

Executive MBA

CPEA – Eligibility for the Executive MBA

It is possible to receive credits for the AMBA-accredited Executive MBA of the TUM School of Management after successful participation of the CPEA program.

  • The completion of the CPEA  is worth 10 ECTS in the Executive MBA and can be counted as two electives
  • Eligibility of EUR 4.000 of total Executive MBA tuition fee
  • Certificate with two titles: MBA + CPEA

CPEA = Elective 1 + Elective 2

CPEA

Dates

Dates

Dates 2017/2018

Module 1: 26 – 28 October, 2017
Module 2: 16 – 18 November, 2017
Module 3: 08 – 10 February, 2018
Module 4: 15 – 17 March, 2018
Module 5: 26 – 28 April, 2018

26 October, 2017 – 28 April, 2018

Dates 2018/2019

Module 1: 18. – 20 October, 2018
Module 2: 29 November – 01 December, 2018
Module 3: 07 – 09 February, 2019
Module 4: 14 – 16 March, 2019
Module 5: 25 – 27 April, 2019

18 October, 2018 – 27 April, 2019

Partners

Our cooperation partners

Bundesverband Deutscher Kapitalbeteiligungsgesellschaften

Avco Logo

Bundesverband Mergers & Acquisitions eV

Our media partner

VentureCapital Magazin

Downloads/Registration

Below please request our program flyer or download the application form

Program Flyer

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Contact us

Get in touch

Dr. Wolfgang Köhler

Dr. Wolfgang Köhler

Program Manager