Essential Skills for the Finance Team

Course overview

This two-day course provides finance professionals with a comprehensive introduction to the core financial principles underpinning private capital. Through interactive sessions and real-world case studies, participants will explore how private equity funds are structured, how investments are valued, and the implications these have on fund taxation and reporting.

Key topics include

• Introduction to fund structuring – LP Partnerships

• Case study - Legal and regulatory issues related to fund structure

• Understanding fund administration and reporting 

  • FISH

  • Fund reporting and technology and fund administration

• Investment and fund accounting

  • Key features of partnership accounting

  • IFRS and private equity

  • Investment valuations

• Case study on valuation guidelines

• Valuations

• Structuring the deal – tax issues

• Executive taxation – carried interest

• VAT issues

What will delegates take away?

• Understand the PE/VC Context
  Gain clarity on how finance teams support the investment lifecycle and contribute to value creation in private capital firms.

• Master Fund Structures, fund admin and reporting

• Sharpen Commercial Awareness
  Understand how financial operations align with strategic goals and investor expectations.

• Apply Practical Skills
  Participate in interactive sessions and case studies that reinforce real-world application of finance principles in private capital settings.

Benefits to employers

• Stronger Operational Support
  Equip finance professionals with the knowledge to work more effectively across teams and with portfolio companies.
• Improved Reporting Standards
  Enhance the accuracy and relevance of financial reporting through better understanding of fund structures and investor needs.
• Cross-Team Alignment
  Foster collaboration between finance and investment teams by building shared language and context.
• Professional Development
  Support the growth of junior and mid-level finance staff with targeted training tailored to the private capital environment.

FAQs about this course

Course Director

Andre Lanser

Course Director

Andre has delivered courses for banks around the world in the areas of Credit, Corporate Finance, Private Equity, Valuation and Financial Modelling. Andre qualified as a Chartered Accountant, completing articles with PricewaterhouseCoopers.

He started his career with a subsidiary of Commercial Union, involved in the steel manufacturing industry. His experience ranged from systems implementation, credit assessment of the highly risky construction industry customers, heading up the finance functions to successfully turning the business around and then selling the company through a trade sale. He later joined Commercial Union in the investment back-office function, reengineering the investment back-office and later headed up a team that implemented a new investment management system for both the back office and the front office. His career then spanned over 12 years in the Venture Capital and Private Equity arena, where he has gained a vast amount of experience in the corporate analysis and valuation field.

Andre is a specialist in developing and training finance-related courses, including corporate credit-related topics, financial modelling including valuations, leveraged buyouts and M&A, and accounting (with a focus on IFRS ) courses. His training experience spans a period of more than twenty years.

Course testimonial

This course is CPD accredited by the CPD Certification Service for 13 hours. By attending this course, you will receive a digital certificate from Diplomasafe. This certificate allows you to share and save your new CPD accredited qualification on LinkedIn, adding instantly verifiable credentials and strengthening your professional profile.