| Module |
Contents |
Contents highlights |
| Module 1: Foundation |
Industry landscape – PE and IB Processes – Career path |
Overview of the PE – IB industry, PE – IB transaction process and introduction to the career ladder of the PE and IB industry |
| Module 2: Core knowledge |
Economics |
Summary of economic knowledge applied in the process of implementating PE and IB tasks |
| Corporate Finance |
Summary of fundamental corporate finance knowledge used in PE and IB work |
| Quantitative methods |
Summary of basic quantitative calculation methods used in PE and IB work |
| Business management and administration |
Overview of the main functional areas of a business: Production, Supply and Procurement, Marketing and Sales, Human Resource Management, Accounting – Finance, foundational knowledge about businesses for business analysis |
| Corporate governance and corporate administrative framework |
Overview of business management, introduction to the issues between principals and agents, principles of business management, and legal framework for business management. |
| Legal framework: Enterprise Law, Securities Law |
Guidance on the legal framework used in PE and IB transactions: the Enterprise Law and the Securities Law |
| Module 3: Analysis |
3 levels of analysis and tools: Macro, Industry, and Company analysis |
Introduction to the three levels of analysis in a deal: macro economic analysis, industry analysis, and company analysis |
| Macro-economic and Industry Analysis: tools and application |
Introduction to analysis tools and how to apply them to macroeconomic and industry analysis |
| Company analysis: tools and application |
Introduction to analysis tools for company analysis and how to apply them |
| Financial Statement analysis: Tools and application |
Introduction to financial statement analysis steps and tools used in the analysis process |
| Conducting research: tools and application |
Introduction to research tools and how to conduct research |
| Module 4: Report |
Report structure, Principles in writing a report |
Introduction to report structure and principles of writing reports and Confidential Information Memorandum |
| Writing and presenting a PE investment report and an IB memorandum |
Introduction to writing and presenting PE investment reports and analysis reports in the IB industry |
| Module 5: Modeling |
Working with Excel: principles, rules and key functions for modeling |
Introduction to principles and rules when using Excel and common Excel functions in financial modeling |
| Financial Model: Structure – Elements – Working mechanism |
Introduction to financial modeling structure, components, and linkage mechanisms between components |
| Financial Model: Structure – Elements – Working mechanism |
Introduction to financial modeling with 3 financial statement reports, components, and step-by-step modeling process |
| Model and modeling: Principles- Rules and Tips |
Introduction to principles, rules, Do’s and Don’ts in the financial modeling process |
| Building simple 3-statement financial model |
Practical exercises on how to build a simple financial model in the form of 3 financial statement reports |
| Valuation methods in PE – IB and valuation model |
Introduction to business valuation methods used in the PE – IB industry and guidance on practicing valuation modeling |
| Basic risk analysis: Sensitivity and Scenario analysis |
Introduction to basic risk analysis methods and using Excel to analyze sensitivity and scenario analysis |
| Module 6: Transaction |
Key legal documents used in PE and IB transactions |
Introduction to the main legal documents used in PE and IB transactions |
| Basic legal documents: NDA and Term Sheet / LOI |
Introduction to 2 basic legal documents in PE and IB transactions: NDA and Term Sheet / LOI |
| Module 7: Attitude-Soft skills |
PE and IB: Career Qualities Framework |
Presentation and guidance on the qualities required for PE – IB profession: ethics, attitude, professionalism, and soft skills |
| Fundamental business skills |
Introduction to the most basic soft skills needed for success in the job |
| Presentation slides: principles, rules, dos and don’ts |
Introduction to principles, rules, and tips with Do’s and Don’ts when preparing presentation slides |
