Mergers & Acquisitions Professional Certificate: Online

New York Institute of Finance

ITEM CLE-CRPF0207

Self Paced Course

Available Now
Online

$1,550.00

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Online

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40 Hours

language

English

school

Professional


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17

Mergers & Acquisitions Professional Certificate: Online

New! Click here to download the M&A summary sheet highlighting key notes from the M&A course

Click here to download course curriculum

Watch our M&A taster video to learn more about the course:


Taught by instructors with decades of experience on Wall Street, this mergers and acquisitions course will equip analysts and associates with the skills they need to rise in the M&A field. Directors and managers who have transitioned, or hope to transition, to M&A from other areas, such as equities or fixed income, can use this M&A training to eliminate skill gaps.

CPE Credits: 40 - The complete list of CPE courses can be found here.

 

The M&A Professional Certificate is broken down into 5 courses:

  • Concepts and Theories: An Introduction
  • Concepts and Theories: Advanced Topics
  • Structuring the Deal
  • Free Cash Flow: A Powerful Decision-Making Metric
  • Accounting for Mergers & Acquisitions

 

The final step will be the M&A Professional Certification Examination.

  • The examination comprises of 20 questions selected randomly from a NYIF M&A Question Test Bank
  • Total examination duration is 60 minutes. 
  • You only have one attempt 
  • You'll need to score more than 70% to pass the examination and be awarded with the NYIF M&A Professional Certificate
  • Teacher's Assistants are available via the discussion forum and will respond within 2-3 business days

 

Those participants who pass the examination will receive a M&A Professional Certificate from the New York Institute of Finance (NYIF). A NYIF certificate is a valuable addition to your credentials, proving that you have acquired the work-ready skills that employers value.

 

Learn now pay later with

To make it even easier to learn, you can finance your program through Affirm.

Loans offered through Affirm are available in the U.S. and Canada.

  • Easy monthly payments

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  • Flexible payments

    Pay your monthly bill using a bank transfer, check, or debit card.

Duration : 1-2 hours

  • Lesson 1: Global M&A
  • Lesson 2: Emerging Market M&A Issues
  • Lesson 3: Buyer’s Viewpoint
  • Lesson 4: Three Ways M&A Increases Value
  • Lesson 5: Buy vs. Build, Synergy

Duration : 1-2 hours

  • Lesson 1: Starting the Acquisition Process
  • Lesson 2: Characteristics of Successful Deals
  • Lesson 3: Discussion of Key Risks and Failed Deals

Duration : 1-2 hours

  • Lesson 1: How much should the buyer pay?
  • Lesson 2: Discuss the DCF and Public Companies
  • Lesson 3: Harley Davidson: public companies
  • Lesson 4: Comparable M&A and LBO’s

Duration : 1-2 hours

  • Lesson 1: Emerging markets companies
  • Lesson 2: Money-losing companies, erratic track records; Distressed/bankrupt companies
  • Lesson 3: Industry Specific Multiples
  • Lesson 4: Natural Resources
  • Lesson 5: Speculative Hi-tech
  • Lesson 6: Sum-of-parts
  • Lesson 7: Free cash flow as an indicator
  • Lesson 8: Valuing liquidity and control

Duration : 1-2 hours

  • Lesson 1: M&A Financial Accounting: Overview
  • Case Study – Apple – RIMM Model Discussion
  • Lesson 2: Coming Up with Realistic Assumptions

Duration : 1-2 hours

  • Lesson 1: M&A Finance Sources
  • Lesson 2: Debt
  • Lesson 3: New Equity
  • Lesson 4: Contingent Payment

Duration : 1-2 hours

  • Lesson 1: The Seller’s Viewpoint
  • Lesson 2: Using an Investment Bank
  • Lesson 3: The Sale Process

Duration : 1-2 hours

  • Lesson 1: First Offer
  • Lesson 2: Disclosure of Acquisitions
  • Lesson 3: Hostile Takeover Defenses
  • Lesson 4: Private Equity

Duration : 1-2 hours

  • Lesson 1: Review M&A Sale Process
  • Lesson 2: Where Do Legal Agreements Fit In
  • Lesson 3: Corporate Documents
  • Lesson 4: IB Engagement Letter

Duration : 1-2 hours

  • Lesson 1: Confidentiality Agreement (CA): Non-Disclosure Agreement (NDA)
  • Lesson 2: Term Sheet
  • Lesson 3: Letter of Intent
  • Lesson 4: Definitive Agreements

Duration : 1-2 hours

  • Lesson 1: Merger
  • Lesson 2: Stock purchase
  • Lesson 3: Asset purchase
  • Lesson 4: Legal Structures: Advantages & Disadvantages

Duration : 1-2 hours

  • Triangular Mergers

Duration : 1-2 hours

  • Lesson 1: Introduction
  • Lesson 2: Stock Purchase Deal
  • Lesson 3: Asset Purchase Deal
  • Lesson 4: Stock vs. Assets Purchase

Duration : 1-2 hours

  • Lesson 1: Introduction
  • Lesson 2: Tax Free Reorganizations
  • Lesson 3: Tax-Free Acquisition Structure Alternatives

Duration : 1-2 hours

  • Lesson 1: Accounting Rules
  • Lesson 2: Letter of Intent - Refresher

Duration : 1-2 hours

  • Lesson 1: Introduction
  • Lesson 2: Earnouts and Hope Certificates
  • Lesson 3: Contingent Considerations

Duration : 1-2 hours

  • Lesson 1: Introduction
  • Lesson 2: Tax Loss Mergers
  • Lesson 3: Break Up/Sum of Parts/Split Off
  • Lesson 4: LBOs Merger Structure
  • Lesson 5: Roll ups, Consolidation Plays
  • Lesson 6: Distressed/bankruptcy Structures
  • Lesson 7: Special Purpose Acquisition Corps (SPAC)
  • Lesson 8: Reverse Merger
  • Lesson 9: Private Equity Industry Review

Duration : 1-2 hours

  • Lesson 1: Need for Free Cash Flow
  • Lesson 2: Understanding Free Cash Flow
  • Lesson 3: Relationship between Free Cash Flow and Market Value
  • Lesson 4: Return on Investment
  • Lesson 5: Adjusting Accounting Data to Get to Free Cash Flow
  • Lesson 6: Components of Free Cash Flow
  • Lesson 7: Show Me
  • Lesson 8: Adjustments to Net Investment
  • Class Exercise

Duration : 1-2 hours

  • Lesson 1: Focus on Free Cash Flow
  • Lesson 2: Understanding the Components of Free Cash Flow

Duration : 1-2 hours

  • Lesson 1: Understanding Cost of Capital
  • Lesson 2: CAPM & WACC
  • Class Exercise

Duration : 1-2 hours

  • Lesson 1: Capital Budgeting: Overview
  • Lesson 2: Guidelines for Capital Budgeting
  • Lesson 3: Q&A
  • Lesson 4: Caveats

Duration : 1-2 hours

  • Free Cash Flow and Interim Financial Results

Duration : 1-2 hours

  • Lesson 1: Overview
  • Lesson 2: Acquisition Analysis
  • Lesson 3: Objective to add Shareholder Value
  • Lesson 4: Synergies and Integration Costs
  • Lesson 5: Q&A
  • Lesson 6: Other Metrics
  • Class Exercise
  • Lesson 7: Incentive Compensation

Duration : 1-2 hours

  • Lesson 1: Integration Best Practices
  • Lesson 2: Integration Planning

Duration : 1-2 hours

  • Implementation Issues

Duration : 1-2 hours

  • Lesson 1: General Accounting Guidelines
  • Lesson 2: Significant Control
  • Lesson 3: Summary of Accounting Under the Equity Model
  • Lesson 4: Dividends and Excess of Costs over Book Equity
  • Lesson 5: Adjustments for Intercompany Transactions
  • Lesson 6: Tax Considerations of the Equity Method
  • Lesson 7: Cash Flow Accounting in Equity Methods
  • Class Exercise

Duration : 1-2 hours

  • Lesson 1: The Cost Method
  • Lesson 2: Four Sub-Categories of the Cost Method
  • Lesson 3: Consolidation
  • Lesson 4: Minority Interests

Duration : 1-2 hours

  • Lesson 1: Purchase Accounting Basics
  • Lesson 2: Steps to Record Acquired Balance Sheet
  • Lesson 3: Step 1: Eliminate Existing Goodwill
  • Lesson 4: Step 2: Reduce Equity Accounts
  • Lesson 5: Step 3: Adjusting Assets and Liabilities to FMV
  • Lesson 6: Step 4: Intangible Assets
  • Lesson 7: Step 5: Record Unrecognized Restructuring Charges
  • Lesson 8: Fair Value of Consideration
  • Lesson 9: Fair Value of Contingent Payment
  • Lesson 10: Calculating Goodwill
  • Lesson 11: Non-Controlling Interests
  • Lesson 12: Accretion and Dilution

Duration : 1-2 hours

  • Lesson 1: Section 338 Overview
  • Lesson 2: Tax-deductible Goodwill and Intangibles
  • Lesson 3: NOL Carry forwards and Others