Certificate in Financial Instrument Valuation: From Theory to Market Practice. A Comprehensive Valuation Training
This 40 hours Certificate in Financial Instruments Valuation is a comprehensive five-course program designed to equip professionals with essential skills in fair value measurement and financial instrument valuation. This program addresses the growing demand for expertise in financial valuation methodologies, combining theoretical foundations with practical applications across equity, debt, and derivative instruments. Participants will gain mastery of both GAAP and IFRS standards while developing proficiency in advanced valuation techniques used in today’s complex financial markets.
Price
Bundle and SavePDUs/CEU: 40
Course Duration: 40 hours
Module Covered: 5
Delivery Platform: Virtual (Self-Paced)
Course Description
This 40 hours Certificate in Financial Instruments Valuation is a comprehensive five-course program designed to equip professionals with essential skills in fair value measurement and financial instrument valuation. This program addresses the growing demand for expertise in financial valuation methodologies, combining theoretical foundations with practical applications across equity, debt, and derivative instruments. Participants will gain mastery of both GAAP and IFRS standards while developing proficiency in advanced valuation techniques used in today’s complex financial markets.
Learning Objectives
By the end of this course, particpants will be able to:
Apply Fair Value Measurement Standards
Understand and apply the core principles of ASC 820 and IFRS 13. You’ll learn how fair value is defined, measured, and disclosed across financial statements. This ensures your valuation practices align with global accounting standards.
Select Appropriate Valuation Methodologies
You’ll compare and apply valuation methods tailored to different financial instruments, from liquid stocks to illiquid debt. By aligning methodology with market conditions and data availability, you’ll enhance your analytical decision-making.
Value Equity Securities Using Multiple Approaches
Develop fluency in discounted cash flow (DCF), market multiples, and asset-based valuation techniques. You’ll produce robust equity valuations grounded in both quantitative data and qualitative insights, suitable for reporting or advisory.
Analyze and Value Complex Debt and Hybrid Instruments
Master the valuation of structured debt, securitized products, and hybrid securities. You’ll evaluate credit risk, embedded features, and market impacts using suitable models to calculate accurate fair value estimates.
Price Derivatives Using Advanced Models
Gain hands-on experience pricing options, swaps, and other derivatives using models such as Black-Scholes and binomial trees. You’ll understand the effects of volatility, interest rates, and time on pricing outcomes.
Navigate Regulatory and Disclosure Requirements
Stay ahead of compliance expectations with up-to-date knowledge of valuation disclosure frameworks. You’ll align your reports with SEC, PCAOB, FASB, and IFRS mandates for transparency and audit-readiness.
Target Audience
Investment Professionals
Portfolio managers, investment analysts, and equity research professionals
Risk Management Specialists
Credit analysts, market risk managers, and compliance officers
Accounting & Finance Professionals
Financial reporting specialists, auditors, and corporate finance teams
Banking Professionals
Commercial lenders, investment bankers, and treasury management professionals
Consultants & Advisors
Financial consultants, valuation specialists, and M&A advisors
Regulatory Professionals
Compliance managers, financial examiners, and policy analysts
Academic Professionals
Finance professors, researchers, and graduate students in finance/accounting
Policy Makers
Federal, Sate, and local government professionals engaged in review and approval of programs and license requests.
What You Learn
Master the science and standards of financial valuation—from equity to derivatives—through this rigorous, five-course professional certificate. Gain practical skills, regulatory insight, and confidence in complex financial environments.
Course 1: Introduction to Fair Value.
This foundational course introduces participants to the fundamental concepts and evolution of fair value measurement. Students will explore the historical development of fair value reporting, understand the fair value hierarchy, and examine the distinction between fair value accounting and measurement. The course provides essential context for understanding how fair value principles have evolved both domestically and internationally.
Course 2: GAAP & IFRS Fair Value Accounting and Disclosure Requirements
This course provides comprehensive coverage of regulatory frameworks governing fair value measurement under both U.S. GAAP and International Financial Reporting Standards. Participants will master ASC 820 and IFRS 13 requirements while learning to navigate complex disclosure obligations and hedging considerations.
Course 3: Fair Value Methodologies for Valuing Financial Instruments: Equities
This course focuses specifically on equity valuation methodologies, covering the three primary approaches: income, market, and asset-based methods. Participants will develop practical skills in discounted cash flow analysis, market multiples valuation, and specialized techniques for private equity and venture capital investments.
Course 4: Fair Value Methodologies for Valuing Financial Instruments: Debt and Securitized Instruments
This advanced course addresses the complexities of debt instrument valuation, from traditional bonds to sophisticated securitized products. Participants will master credit analysis, yield calculations, duration and convexity measures, and specialized techniques for hybrid securities and asset-backed instruments.
Course 5: Fair Value Methodologies for Valuing Financial Instruments: Derivatives
This specialized course covers the valuation of derivative instruments, from basic forwards and futures to complex exotic products. Participants will master advanced pricing models including Black-Scholes and binomial approaches while learning to value structured products and hybrid securities.
Pathway to Graduate Study
Candidates who successfully complete the program may be eligible to enroll in the Master of Business Valuation (MBV) at Florida University Southeast (FUSE) and transfer credits toward the degree.
Candidates who successfully complete the Certificate in Financial Instruments Valuation may be eligible to enroll in the Master of Business Valuation (MBV) program at Florida University Southeast (FUSE). As the world’s first graduate degree fully dedicated to business valuation, the MBV program is designed to build on foundational skills gained in the certificate. It offers advanced training in valuing complex financial instruments, producing professional reports, and navigating global standards like GAAP and IFRS. Qualified participants may transfer applicable credits toward the MBV degree, accelerating their journey toward a career in investment banking, valuation advisory, or financial consulting.
