Dates
Session 1: June 10 – June 21, 2024
Session 2: July 8 – July 19, 2024
Location
Philadelphia, USA
Program Fee
$7,499
Contact
For more information, please contact: AcademyPrograms@wharton.upenn.edu
Overview
Fundamentals of Corporate Finance and Valuation invites students to learn the core concepts of finance from the Wharton School, a world leader in business education. This intensive program applies to individuals seeking a career in finance, any area of business, or those with an entrepreneurial mindset.
Topics include:
- Company financial statement analysis
- Inflation, Interest Rates, and Business Decision Making
- Financial Modeling
- Capital Structure, Risk, Cost of Capital
- Project Viability
- Company valuation
- Evaluating Startup and early-stage companies
- Private Equity and Leveraged Buyout
- Mergers and Acquisitions
Fundamentals of Corporate Finance and Valuation uses an innovative case-driven curriculum developed by Wharton Professor Michael Roberts that is focused on corporate finance concepts and promotes the exploration of how these concepts can be applied practically.
Details
Academic classes for Fundamentals of Corporate Finance and Valuation are held Monday-Friday, 9 a.m. to 5 p.m., with evenings free (except for one or two group events).
A typical day looks like:
- 7:00-9:00 – Breakfast
- 9:00-12:00- Topics Lecture or Guest Speaker (with break)
- 12:00-1:00- Lunch
- 1:00-4:00- Group Work and Debrief (with break)
- 4:00-5:00 – Office Hours
You can expect to:
- Earn a Wharton Academy certificate of completion with a digital badge
- Join visiting undergraduates from around the world to build a network of emerging business professionals
- Engage in a 60-hour in-person learning program in Wharton classrooms
- Enjoy housing & meals in the residence halls at the University of Pennsylvania
Eligibility
Qualifications for Participation
- Current Undergraduate student
- Highest English proficiency – TOFEL 100+ IELTS-Band 7 or higher
- Strong quantitative skills
Admission
Admission to Wharton Fundamentals of Corporate Finance and Valuation is selective. Selections are based on a record of academic excellence and a genuine interest in developing finance skills.
Please note that participation in the Wharton Fundamentals of Corporate Finance and Valuation program does not guarantee admission into Penn.
Instructional Team
Academic Director: Michael R. Roberts
Michael is the William H. Lawrence Professor of Finance at the Wharton School of the University of Pennsylvania, a Research Associate of the National Bureau of Economic Research, and an affiliate of the Institute for Law and Economics and the Wharton Financial Institutions Center at the University of Pennsylvania. He also founded and heads the Wharton Financial Analytics Initiative. Professor Roberts’ research spans corporate finance, banking, and asset pricing. Recent work has examined equity pricing anomalies, collateralized loan obligation (CLO) performance, and the effect of interest rates on bank lending. His research has received several awards including two Brattle Prizes for Distinguished Paper published in the Journal of Finance, a Jensen Prize for best paper on Corporate Finance and Organizations published in the Journal of Financial Economics, and Best Paper awards from the Financial Management Association, Southwestern Finance Association, and Rodney L. White Center for Financial Research.
Professor Roberts earned his B.A. in Economics from the University of California at San Diego, and his M.A. in Statistics and Ph.D. in Economics from the University of California at Berkeley.
Michael Roberts will instruct the June 2024 session.