Fundamentals of Corporate Finance and Valuation

Applications Open on 11/1
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Dates

Summer Session: TBA

Location

Philadelphia, USA

Program Fee

$7,599 (includes housing and meals)

Contact

For more information, please contact: AcademyPrograms@wharton.upenn.edu

OVERVIEW

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

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

Eligibility 

Qualifications for Participation

  • Current Undergraduate student or recent college graduate
  • Highest English proficiency – TOEFL 100+ IELTS-Band 7 or higher. If TOEFL or IELTS scores are unavailable, applicants may submit Duolingo, PSAT, SAT, or ACT scores as an alternate. The minimum Duolingo score required is 130.
  • 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

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.

Instructor: Jonathan Zandberg

Jonathan Zandberg is a Senior Lecturer of Finance at the Wharton School. He teaches courses in corporate finance, venture capital, and the finance of innovation. Jonathan’s research centers on empirical finance, focusing on how policy reforms influence economic outcomes, particularly in entrepreneurship and access to capital. His work examines financial barriers faced by underrepresented groups, using data-driven approaches and natural experiments to assess the impact of public policies on economic inequality and business success. He holds a Ph.D. in Finance from Boston College, an MBA from Duke University, and a B.Sc. in Economics from Tel Aviv University.