Twelve programmes, built to be worked rather than watched

Certifications

COPPE Level 1: Certified Operating Partner in Private Equity

The language of private equity value creation. Twelve lessons across four quarters, each with a written lesson, a Visual Companion, an audiocast and a videocast.

Quarter One. Introduction to Private Equity: The Industry and The Players. Introducing Value Creation. The Role of the Operating Partner.

Quarter Two. Economics and Metrics of Value Creation. Models for Operational Value Creation. Unlocking Value in Crisis: The Executive Operating Partner.

Quarter Three. The Digital Operating Partner. Strategic Exit Planning. Leadership of the Operating Partner.

Quarter Four. Operating Partner as a Risk Manager. Operating Partner Toolkits and Frameworks. Future Trends Influencing Operational Partnerships.

Assessment. Pre-Assessment Quiz, three practice tests and a final automated examination. Included. The complete COPPE Level 1 book, the VCII Primer on Leadership, the VCII PE Playbook and Master Toolkit, and the Upskilling Library.

COPPE Level 2: Applied Value Creation

Level 1 taught the language. Level 2 teaches the arithmetic. Nine quantitative modules built around one equation and one company, held from the first module to the last. Includes three months of PE Simulator access.

Case company: Corbin Industrial Services

Every module carries a checkpoint and a graded assignment or simulator drill.

Modules 1 to 3. The Arithmetic of Equity Value, with Return Attribution. Reading the Business, Quality of Earnings, building and defending an EBITDA bridge. Capital Structure and the LBO Engine, stressing to breach and finding the fix.

Modules 4 to 6. The Revenue Engine, sizing a pricing gambit. The Margin Engine, rebuilding the cost base to survive the downside. The Cash Engine, the working capital sprint.

Modules 7 to 9. The Multiple, with the re-rating case. Accelerants, M and A, Digital and AI, with the add on evaluation. Exit Back, the value creation plan as a living document, with the full exit thesis.

Also included. Seven bonus units, the Calculation Workbook of thirty problems, three practice quizzes with worked answers, a capstone, and certification by examination.

CVCA Level 1: Certified Value Creation Analyst

The language, the context and the judgement of value creation. Twelve lessons across four quarters, each with a written lesson, a Visual Companion and a videocast, plus an At a Glance review each quarter.

Quarter One. Introduction to Value Creation. Economic Foundations of Value Creation. Strategic Frameworks for Value Creation.

Quarter Two. Financial Metrics and Value Assessment. Value Drivers in Business. Customer-Centric Value Creation.

Quarter Three. Innovation and Value Creation. Risk Management in Value Creation. Organizational Culture and Value Creation.

Quarter Four. Sustainable Value Creation. Global Trends and Value Creation. The Future of Value Creation.

Conclusion. What You Now Know, the Value Creation Analyst's Toolkit, Your Next 90 Days, and an introduction to Level 2.

Assessment. Pre-Assessment Quiz, three practice tests and an automated online test. Included. The complete CVCA Level 1 book, the VCII Primer on Leadership, and the Upskilling Library.

CVCA Level 2: The Analytics of Value Creation

The mathematics of value creation. You build a five year value bridge for a single company and defend every number in it. Roughly a quarter opinion, three quarters arithmetic. Every module carries a Visual Companion.

Case company: Northbridge Instruments

Modules 1 to 3. The Value Bridge, building the baseline bridge. Earnings You Can Defend, rebuilding the adjustment bridge. Return on Capital and the Value Test, computing the spread.

Modules 4 to 6. Revenue Analytics, the pocket price waterfall. Cost Architecture and Contribution, breakeven and the margin of safety. Working Capital and the Cash Engine, releasing forty days.

Modules 7 to 9. Capital Allocation, allocating under constraint. The Multiple and How It Is Earned, earning a turn. Valuation and the Plan Built Backwards.

Also included. Six bonus units, the Northbridge Data Room, three practice quizzes with worked answers, the Northbridge Value Bridge capstone with a worked solution, and certification by examination.

CEVP: Certified Exit Value Practitioner

Preparing a private company for sale, taught through one equation, one company and one thirty three month timeline. Eleven modules, each paired with an interactive instrument you run yourself, and three checkpoint gates.

Case company: Ashgrove Controls, with a capstone on Meridian Fabrication

Valuation. The Exit Equation, with the Net Proceeds Waterfall Calculator. Pricing Through a Buyer's Lens, with the Multiple Bridge Builder. The Discount Register, with the Risk Discount Scorecard. Closes on the Valuation Gate.

Diagnosis. Earnings That Survive Diligence, with the Add-Back Adjudicator. Running Without the Owner, with the Owner Dependency Index. The Turnkey Test, with the Turnkey Index. Exit-Ready AI, with the AI Adjudicator. Closes on the Diagnosis Gate.

Execution. Choosing the Route, with the Route Scorecard. The Readiness Plan, with the Readiness Sequencer. Running the Process, with the Process Simulator. Closes on the Execution Gate, then the Meridian Fabrication capstone.

Also included. Nine bonus units, three practice quizzes with worked answers, and certification by a marked Exit Readiness File plus a final examination.

Masterclasses

TVC: Total Value Creation, Sustainable Transformative Scalability

Twelve modules, each built around one instrument you run on your own asset rather than read about. Every instrument reconciles. Any tool that produces a number ties exactly, so you can rebuild it in a spreadsheet and get the same answer.

Integrated case: Marlow Precision Group

The twelve modules. The Genesis of Total Value Creation. What Total Value Creation Is. The Value Bridge. The Architecture and the Value Operating System. The Value Engine Flywheel. The Balanced ValueCard. PEMVR and the Value Operating Toolbox. Investomer Optimization. Scale and Scope Optimization. Conditions and Realised Value. Digital and AI Value Creation. Exit Readiness.

The twelve instruments. Four Dimensions Coverage Map. Six Conditions Readiness Scorecard. Five-source Value Bridge. Value Operating System Audit. Flywheel Momentum Model. Balanced ValueCard. PEMVR Stage Matrix. Investomer Balance Scorer. Scale and Scope Decision Engine. Realised Value Simulator. AI Value Case Screener. Exit Readiness Diagnostic.

Assessment. Forty questions at an eighty percent pass mark, with instant scoring, an explanation on every question and a breakdown showing which modules to revisit.

GEOM: The Growth Executive Officer Masterclass

Leadership is the binding constraint on most value creation plans. Not the strategy, not the model, the person carrying it. Built on the GEO model of Upskill, Upscale, Upchange. Every module pairs a written lesson with an audio briefing, a video briefing and a Visual Companion.

Integrated case: Halden Fluid Systems, with decision cases on Burberry, Xerox and Google

Modules 1 to 3. A Primer on Leadership, producing the VICTORIA CARES canvas, your VC Code and the Weather Patterns read. The CEO Primer, separating what the seat requires from what the title implies. The Lionheart CEO Model.

Modules 4 to 6. The Elevated Mindset of a Lionhearted CEO, naming your spike and sequencing shock therapy. The People and Political Angles. Driving Growth.

Modules 7 to 9. Leading with UPCHANGE across Skill, Scale and Scope. The CEO's Swiss Knife for Value Creation. The Data Driven CEO, which rescores the VC Code you built in Module 1.

The programme measures the same person twice, and the distance between the two scores is the evidence. Closes with a knowledge check and a Certificate of Completion carrying a unique digital ID.

APEX: Advanced Private Equity Accelerator

The full private equity lifecycle, from initial sourcing through to successful exits. Thirteen lessons, each with an audiocast and a videocast, closing on a capstone project.

Lessons 1 to 5. Introduction to Private Equity. Key Players in Private Equity. The Private Equity Deal Lifecycle. Value Creation in Private Equity. Exit Strategies in Private Equity.

Lessons 6 to 9. Digital Private Equity. Leadership in Private Equity. Building a Career in Private Equity. ESG and Ethical Considerations in Private Equity.

Lessons 10 to 13. The Future of Private Equity. Challenges and Risks in Private Equity. Very Advanced Topics in Private Equity. The Capstone Project and Closing.

Deep dives. Digital Private Equity. Value Creation and the Operating Partner. Interim and Fractional CEOs in Private Equity.

Included. The complete APEX book and glossary, the PE Cheat Sheet, the accounting and investment primers, the AI Growth Guide, the VCII PE Playbook and Master Toolkit, three practice tests and a final examination.

ALBOM: Advanced LBO Masterclass

Leveraged buyouts from sourcing and valuation through to operational improvement and strategic exit. Eleven lessons, each with an audiocast and a videocast, closing on a comprehensive LBO simulation.

Lessons 1 to 4. Introduction to Leveraged Buyouts. LBO Mechanics and Structuring. Valuation and Modeling Techniques. Strategic Execution.

Lessons 5 to 8. Practical Case Studies and Real-World Applications. LBO Excel and Modeling Primer. Monte Carlo and Case Study Simulations in LBO Analysis. Leveraging Data Tools in LBO Analysis.

Lessons 9 to 11. Advanced Topics and Future Trends. AI-Driven Innovations in LBO Analysis. The Capstone, a comprehensive LBO simulation with options and cases.

LBO Excellence and Upskilling. Seven further briefings covering the case study playbook, value creation metrics, innovative exit strategies, comparative financing structures, crisis management, the psychological aspects of deal-making, and negotiation strategies.

Included. The complete ALBOM book and glossary, three deep dives, the accounting and investment primers, the AI Growth Guide, three practice tests and a final examination.

AIVCA: The AI Value Creation Accelerator

Artificial intelligence for value creation, well beyond prompting. Nine lessons built on the AI-Integrated Value Creation Framework, each with an audio briefing and a video briefing, with three worked case studies.

Lessons 1 to 3. Introduction to Value Creation. The Necessity of Digital Transformation. Understanding AI.

Lessons 4 to 6. AI Tools and Adoption. Value Creation with AI. The AI Return on Investment.

Lessons 7 to 9. AI Deployment Methodology and Integration Approach. Navigating the Pitfalls of AI. AI Risk Management and Ethical Considerations.

Boundary reading. Five articles on ethical leadership in the digital age, AI ethics as the tradeoff of the millennium, the AI sandbox, complementary and supplementary skills, and becoming a super aintrepreneur.

Included. The complete AIVCA book, the AI Growth Guide, the VCII Primer on Leadership, a practice test with an answer sheet and an automated online test.

Examination preparation

VCII CFA Level I Success Accelerator Prep Pack

A structured, self-paced programme built around a full-length mock examination sat under real test conditions, with a handbook aligned to the CFA curriculum and SmartSheets that compress the syllabus.

What is inside. A Readiness Assessment Quiz. The Handbook, aligned with the CFA Level I curriculum. SmartSheets covering formulas and a cheat sheet. Test tips. The VCII CFA Level I Practice Test, 150 questions online under real test conditions.

Practice Library. Curated third-party resources selected by VCI Institute, plus downloadables and access to the Upskilling Library and Knowledge Hub.

The guarantee. Work the materials and pass our internal assessment. If you then do not pass the actual CFA Level I examination, we refund you in full.

VCII CFA Level II Success Accelerator Prep Pack

An advanced, self-paced programme mirroring the item-set format and pressure of the real examination, with a scenario-based handbook and SmartSheets that break down complex item-set logic.

What is inside. A Readiness Assessment Quiz. A scenario-based handbook tailored to the Level II curriculum. SmartSheets covering formulas and a cheat sheet. Test tips. The VCII CFA Level II Practice Test, 100 questions mirroring the real item-set format and pressure.

Practice Library. High-quality third-party materials vetted by industry experts, plus downloadables and access to the Upskilling Library and Knowledge Hub.

The guarantee. Work the materials and pass our internal diagnostic. If you then do not pass the actual CFA Level II examination, we refund you in full.