Course overview

Foundational Questions©

Start your new engagements with confidence and clear direction. Our ten Foundational Questions© are designed to help your team define goals and desired outcomes to reduce the likelihood of rework and make the proverbial boat go faster. 

Decoding Private Equity

M&A Professions / Audience

Financial Due Diligence
Investment Banking
Leveraged Lending
Private Equity
Universities

Experience Level

Emerging M&A Pros
Mid-Career M&A Pros
M&A Leaders

Delivery

QAS Self-Study / Digital
~1.5 Hours (2.5 CPE)

Learning Objectives

  • Apply Foundational Questions© to gain clarity on the project and company under study and identify possible gaps in knowledge that need further investigated.

  • Utilize Foundational Questions© to provide a framework to think, talk, and write with greater clarity and precision.

  • Employ Foundational Questions© to help identify astute follow up questions that often lead to insights.

  • Develop process using Foundational Questions© to avoid unnecessary rework by getting engagement teams on the same page from the start of a project.

Certificate

Certificate of completion upon passing grade of 70% on final assessment
Private Equity Primer is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.