Private Equity Certifications — CFA, CPEP, CFP for PE Careers!

Making careers in Private Equity is getting tougher day by day, but with the right private equity certifications, you can crack it. Read on to know more.

Chris Gilbert
3 min readDec 21, 2020

So let’s have a quick look at some of the private equity certifications that are available in the market for your reference. Before we start remember that they have been selected because they are the best. Now without any further ado let’s have a look at those certifications.

  1. Chartered Financial Analyst or CFA: Offered by the globally recognized CFA Institute the Chartered Financial Analyst or CFA credential is cited as one of the best substantiations of your deep knowledge, portfolio management skills, and comprehension of advanced level investment analysis.

CFA is not only one of the most renowned short-term private equity certifications, but it is also one of the best certifications to earn for advanced investment and portfolio management. Recognized in almost 163 countries globally, the CFA exam is segregated into three distinct levels.

Details of the CFA Exam in a Nutshell:

2. Chartered Private Equity Professional or CPEP™: Standing tall as an industry-focused qualification essentially because of the way it has been developed. With thorough insight after extensive research and consultations with numerous accomplished and experienced private equity professionals from all over the world.

The CPEP™ program has been designed in a way that not only elevates your knowledge and employer-appeal but will also bring you to the same high standards expected by the top private equity and VC firms. In addition, the certification program prepares you for an impressive start to the private equity careers.

Candidates aspiring for private equity jobs from the remote part of the world can also apply for the program. Result: they can easily overcome a pedigree disadvantage and will be placed in the same job market. CPEP™ validates your potential and promise of dealing easily with the most complex roles and assignments in your private equity jobs.

Details of the CPEP™ Exam in a Nutshell:

3. Certified Financial Planner or CFP: Globally recognized and accepted the Certified Financial Planner or CFP certification is offered by the Financial Planning Standards Board India (FPSB). Considered as one of the prestigious short-term private equity certifications, the CFP program is the best validation of person’s proficiency in financial planning advisory services. The examination is divided into five distinct parts with the first four exams being multiple-choice questions and the fifth and the last exam based on a case study.

Details of the CFP Exam in a Nutshell:

Each of these certification programs is the best in the industry. So what are you waiting for? Take your pick and get enrolled fast as time is running out!