Private Equity
Explore our learning pathway for private equity professionals, with courses designed to support development in your current role, prepare you for your next career milestone and strengthen leadership capability.
Structured development for your private credit career
Designed specifically for the private credit industry, this pathway combines technical expertise, commercial awareness, leadership capability and industry insight, helping professionals build the skills they need to succeed in their current role and prepare confidently for their next career milestone, while benefiting from peer networking and learning from respected industry practitioners.
Whether you are strengthening foundational knowledge or preparing for greater responsibility, our pathway helps you develop the capabilities needed to succeed today and progress tomorrow.
The courses below are recommendations. If you would like to focus on an alternative skillset or specialism, please contact our Learning & Development Team for advice, or see all upcoming courses.
Recommended courses for private credit professionals
Develop in your current role
Private Credit Foundation
Course overview
This two-day foundation-level course provides a comprehensive introduction to the private credit market, designed for professionals working in private credit teams. Participants will gain a solid grounding in the structure, strategies, and investment processes that define this investment strategy, with practical insights into risk analysis, deal structuring and market dynamics.
Key topics
- Private credit strategies (direct lending, mezzanine, Infrastructure debt, venture debt, distressed, structured - CLOs)
- Credit fundamentals (risk analysis, market and competitive position, AI risks and opportunities)
- Sourcing opportunities (sponsor-backed deal, refinancing, structuring, risk and deal pricing)
- Deal structuring and legal documentation
- Financial instruments (bank loans, preferred shares, unsecured notes, NAV)
Delegate takeaways
- A solid understanding of the private credit landscape, including how it differs from private equity and the roles of key stakeholders.
- Practical knowledge of credit risk assessment, including financial ratios, covenants, and macroeconomic factors.
- Insight into deal sourcing and structuring, with exposure to both sponsor-backed and non-sponsor-led transactions.
- Familiarity with legal documentation and transaction security, through case studies and working examples.
- An overview of private credit strategies and instruments, such as direct lending, mezzanine, infrastructure debt, and CLOs.
- Awareness of jurisdictional differences across Europe, and how these impact deal execution.
- Real-world lessons from experienced practitioners, including best practices and common pitfalls.
- Become part of our Foundation Alumni Community, with benefits including discounted access to events, exclusive Q&A sessions, unique networking opportunities and more.
To discover more about this course or to book, click the button below.
Financial Modelling in PE/VC
Course overview
With a strong emphasis on Excel proficiency, this two-day programme equips participants to build models that are robust, flexible, and fit for purpose in today’s fast-paced investment environment. Combining expert-led instruction with hands-on exercises, the course explores modelling techniques that enhance accuracy, adaptability, and analytical rigour. Participants will leave with practical tools and insights to construct models that support effective decision-making across a range of investment scenarios.
Key topics
- Concepts, methodology and requirements
- Financial functions
- Financial modelling: process
- Income statement: revenue
- Balance sheet: assets
- Balance sheet: liabilities
- Cash flow statement
- Integration of ratio analysis
- Advanced techniques
- Sensitivity analysis
Delegate takeaways
- Excel modelling skills
Practical techniques for building dynamic, error-resistant models tailored to private equity and venture capital transactions. - Scenario analysis expertise
Ability to structure models that flex across investment cases, sensitivities, and exit strategies. - Best practice frameworks
Exposure to industry-standard modelling conventions, improving clarity, auditability, and collaboration. - Confidence in application
Hands-on exercises that reinforce learning and prepare delegates to apply skills immediately in live deal contexts.
Testimonial
It was overall a great, informative and very useful course.
To discover more about this course or to book, click the button below.
Due Diligence – The Essential Guide
Course overview
This practical, hands-on course equips participants with the tools and insights needed to navigate each stage of the due diligence process with confidence. Led by experienced practitioners, delegates will explore key investigation areas, commercial, financial, legal and operational, and learn how to streamline their approach to save time and reduce costs.
Key topics
- Financial due diligence (scoping, current trading (out-turn) and LTMs/trends
- Vendor due diligence (sell side and buy side, VDD exec summary)
- Operational due diligence (including IT and tech)
- Commercial due diligence (scoping, sector specialism, customers/competitors)
- Legal due diligence
- Management due diligence
Delegate takeaways
-
Master the due diligence process
Understand each stage of commercial, financial, legal and operational due diligence, and how they interconnect. -
Enhance deal execution
Learn practical techniques to streamline investigations and improve transaction outcomes. -
Identify red flags early
Gain insights into spotting risks and issues before they impact deal value or timelines. -
Apply real-world insights
Benefit from case studies and practitioner-led discussions that reflect current market practices.
Testimonial
The presenters were well prepared and great speakers. A really warm UK Private Capital welcome at the start of the day which helped everyone feel at home and settled.
To discover more about this course or to book, click the button below.
Prepare for your next career milestone
Harnessing AI for Private Capital: From Origination to Value Creation
Course overview
This one‑day course equips delegates with the knowledge and frameworks needed to apply AI across the investment lifecycle, from sourcing and diligence to value creation. With AI rapidly reshaping industries and reshaping competitive advantage, this programme demystifies the tools, terminology and emerging capabilities that matter most to private capital firms today. Delegates will explore the commercial implications of AI adoption, assess what “good” looks like in data readiness, and understand the legal, ethical and governance considerations surrounding the technology.
Key topics
- Market context: The impact of AI on the investment landscape
- AI fundamentals
- Applied AI in private capital
- Understanding LLMs
- Requirements for successful deployment
- Data readiness
- Buying AI
- AI at fund level
Delegate takeaways
- Understand the AI landscape, including core concepts, opportunities, limitations and trends most relevant to private capital.
- Assess a company’s AI and data maturity, identifying value creation levers and risks.
- Apply AI to the investment lifecycle, including pipeline generation, diligence, operational improvement and strategic positioning at exit.
- Evaluate common AI use cases, from automation and analytics to product enhancements and customer insights.
- Navigate legal, ethical and governance considerations.
- Develop practical next steps, giving delegates confidence to work with management teams and advisors to identify and prioritise AI initiatives.
Testimonial
My favourite sessions were 'AI at the fund level' and 'AI value creation' - the case studies and examples were really useful. I also appreciated that they answered a lot of questions along the way (including demos of Claude functionality).
To discover more about this course or to book, click the button below.
Improving Your Impact: Communication Skills in Private Capital
Course overview
Beyond technical expertise, the ability to communicate effectively and build trust with management teams and investment committees is critical for achieving impact in the private capital markets. Led by a specialist Course Director, delegates will discover how to adapt communication styles for different audiences, including management teams and investment committees, handle challenging conversations and deliver feedback effectively, build credibility and confidence when presenting to senior stakeholders, and set personal goals to enhance long-term effectiveness.
Key topics
- Essence of your role
- Why impact and communication skills matter in deal-making
- Meeting management teams
- Techniques to improve your interactions
- Handling difficult topics
- Investment Committee/Advisory committee/presentations/pitching - delivering with confidence
Delegate takeaways
- Communicate with impact in investment settings, including management meetings and Investment Committees.
- Adapt communication styles to different audiences for maximum influence and clarity.
- Deliver feedback effectively to build trust and drive performance in portfolio companies and internal teams.
- Handle challenging conversations with confidence and professionalism.
- Present persuasively, turning analysis into compelling narratives that secure buy-in.
- Set personal action goals to embed learning and improve long-term effectiveness.
To discover more about this course or to book, click the button below.
Arrange a free consultation
Looking for guidance on the learning pathway or set of courses best suited to your specific role and professional development goals? Our Learning & Development experts work in partnership with firms to provide tailored advice and guidance based on your team’s requirements.
Explore the pathways & course recommendations
Take a look at the private equity and venture capital learning pathways and our recommended specialist courses.
View all upcoming Learning & Development courses below.
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Limited Partners
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Professional Services
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Corporate Roles
Explore Learning and Development courses recommended for professionals in corporate, operational and business support roles within private capital.
In-House Training
Personalised, bespoke group Learning and Development from UK Private Capital, built around your team’s needs and your firm’s priorities.
All Upcoming Classroom Courses
Browse all upcoming classroom learning & development courses on our calendar. Filter by date and course subject area, get further details about each, and book your place.