Private Equity Deep Dive

This EPI Academy course was designed to take you through the private equity investment process. Utilizing a case study example that showcases what takes place in the beginning stages of sourcing a transaction, all the way until exit.

By the end of this course, you will have a better understanding of what makes your clients attractive to private equity firms, what steps are taken post-acquisition, and how to determine if private equity is the right fit to help your clients achieve their goals and objectives.

Upon completion of this course, you will be eligible for up to the following amounts of CE hours: EPI: 4 | CPE: 3 | CFP®3