8 Professional Certification Tracks

Each certification leads to Analyst Certified status — the credential that makes you eligible for partner firm internship cohorts.

1
Subscribe (Student $199 · Professional $329/yr)
2
Choose your certification track
3
Earn Analyst Certified status
4
Apply for a partner firm cohort

Start here

Beginner
BeginnerAnalyst Certified

Wealth Management & Private Wealth

Learn the frameworks used by wealth managers and private bankers to build portfolios and advise high-net-worth clients.

28 hoursSubscription access
Wealth ManagementPortfolio ConstructionClient Advisory
BeginnerAnalyst Certified

Accounting & Financial Statement Mastery

Build a rigorous understanding of accounting and financial statements — the foundation of all financial analysis.

22 hoursSubscription access
AccountingFinancial StatementsGAAP

Build your specialization

Intermediate
IntermediateAnalyst Certified

Financial Modeling & Valuation

Build institutional-quality financial models from scratch — the core technical skill required across every area of finance.

40 hoursSubscription access
ModelingValuationDCF
IntermediateAnalyst Certified

Venture Capital

Learn how venture capitalists evaluate startups, structure term sheets, and build high-performing portfolios.

28 hoursSubscription access
Venture CapitalStartupsTerm Sheets
IntermediateAnalyst Certified

Corporate Finance & Equity Research

Master corporate financial decision-making and learn to initiate coverage on public companies the way sell-side analysts do.

38 hoursSubscription access
Corporate FinanceEquity ResearchWACC
IntermediateAnalyst Certified

Credit & Leveraged Finance

Develop the credit analysis skills used in leveraged lending, high yield markets, and distressed investing.

32 hoursSubscription access
Credit AnalysisLeveraged FinanceHigh Yield

Advanced tracks

Advanced
AdvancedAnalyst Certified

Investment Banking

Understand the M&A process, deal structures, and how investment banks advise clients from mandate to close.

35 hoursSubscription access
M&ALBOPitch Books
AdvancedAnalyst Certified

Private Equity & LBO

Master leveraged buyout modeling and the private equity investment process from deal sourcing to exit.

35 hoursSubscription access
Private EquityLBODeal Sourcing
Analyst Certified

All certifications are included with your subscription.

The Student plan gives you access to one track. The Professional plan gives you access to all eight. Complete your track, earn your Analyst Certified credential, and apply for a partner firm internship.