Continuous Learning: Private Equity Certificate Program from Wharton Online

 May 17, 2025

NOTE: THIS BLOG IS NOT FINANCIAL ADVICE NOR INVESTMENT ADVICE AND DOES NOT REFLECT THE VIEW OR OPINIONS OF MY EMPLOYER

"Learn continually – there’s always 'one more thing' to learn!" – Steve Jobs

Financial services is an ever-evolving industry that demands adaptability and continuous education. As I progress in my career, I remain committed to perpetual professional development to stay ahead of emerging trends and grow my knowledge base.

In April, I completed the 8-week Wharton Online / Wall Street Prep Private Equity Certificate Program, which had a 67.3% pass rate. It was a valuable learning experience that included online lectures, interactive LBO modeling, guest speakers, and in-person events. A highlight was meeting fellow industry professionals and Wharton professors at the closing ceremony in New York.

The program was insightful and featured case studies and real-world examples from industry leaders at Blackstone, Carlyle, Thoma Bravo, Vistria, and others. I particularly appreciated learning about the nuances of fund structures, portfolio construction, and gaining new perspectives on due diligence and value creation.

I’m excited to apply these institutional insights to my due diligence process and continue adding new tools to my professional toolkit.

NOTE: THIS BLOG IS NOT FINANCIAL ADVICE NOR INVESTMENT ADVICE AND DOES NOT REFLECT THE VIEW OR OPINIONS OF MY EMPLOYER