M&A Professional Certificate

New York Institute of Finance

The Course

Taught by instructors with decades of experience on Wall Street, this certificate equips you with the skills you’ll need to rise in the mergers and acquisitions (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 course to eliminate skill gaps.

Participants who pass the Examination will receive an accredited certificate bearing the New York Institute of Finance (NYIF) name. A NYIF certificate is highly valued in the finance industry and will prove the skills you’ve gained to potential employers.

At a Glance

Qualification

Professional Certificate

Provider

NYIF

Study Mode

Part-Time

Delivery Mode

Online Learning

Course Duration

6 Months

Location

Online

Intake

Enrol anytime

Price

Contact us for current course price

Modules

To receive the NYIF official certificate, learners must enroll and pass into their final examination.

 PART 1 – Concepts and theories: An introduction

This module is intensive introduction to the complex world of M&A. It provides an invaluable foundation in topics such as strategy, regulation, finding a deal and corporate valuation.

What you'll learn

  • Recognize the common motivations for acquisitions and the reasons many are unsuccessful
  • Identify the methods of structuring a business acquisition
  • Evaluate the intrinsic and relative valuation methods for target companies

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 PART 2 – Concepts and theories: Advanced topics

Building on module one, this course dives deeper into advanced M&A topics, including financial accounting, financing the deal, and the all-important understanding of the seller’s viewpoint.

What you'll learn

  • Overview of M&A financial accounting
  • Financing the deal
  • Understanding the seller’s viewpoint
  • Governance and other areas of interest

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 PART 3 – Structuring the deal

Students will learn exactly how and why different M&A deals come together, and how to determine the ideal capital structure for every deal in which you participate.

What you'll learn

  • M&A sale process, legal agreements, corporate documents, and investment bank engagement letter
  • Confidentiality agreement and non-disclosure agreement, term sheet, letter of intent, and definitive agreements
  • Legal structure of M&A, stock vs. asset purchase
  • Triangular mergers
  • Buyer tax considerations
  • Tax free deals
  • Accounting rules and LOI
  • Structuring the consideration

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 PART 4 – Free cash flow modeling

One of the primary functions of a broker-dealer’s M&A desk is advisory services – consulting clients as they seek to grow through M&A. In this course, students will learn to use the Free Cash Flow metric to evaluate acquisition opportunities towards this end.

What you'll learn

  • Free cash flow and the objectives of the firm
  • Components of free cash flow
  • Cost of capital
  • Capital budgeting using free cash flow

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 PART 5 – Accounting for M&A

In this course, you will learn how to apply accounting and federal income tax principles to project earnings and cash flows, specifically of the post-combination entity. To drive concepts home, you will work on real world examples and journal entries for common to complex M&A accounting treatments.

What you'll learn

  • Equity method of consolidation
  • Purchase accounting: fair value and goodwill
  • Forecasting performance of the combined company
  • Relevant tax transactions

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 PART 6 - Examination

To earn your Professional Certificate in Mergers & Acquisitions from NYIF, you must pass this exam.

The exam is 20 questions and should be completed within one hour. To qualify for the certificate, learners must receive a grade of at least 70% or better.

While anyone may sit for the exam, we recommend that you first complete the above courses in the certificate program.

Career Outcomes

  • Financial analyst/manager
  • Banker
  • Strategic planning professional
  • Corporate finance lawyer
  • Market regulator

Pre-Requisites

  • Contact us

Our Partners for this course

New York Institute of Finance

The New York Institute of Finance (NYIF) is a Financial Times company founded by the New York Stock Exchange (NYSE). NYIF’s faculty are recognized industry leaders and the best in their fields.

edX

Created in 2012 by the Massachusetts Institute of Technology and Harvard University, edX is an online course provider that offers university-level courses in a wide range of disciplines.

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