A tailored course, built for your situation
Mastering CFA for Energy and Infrastructure Corporate Banking Roles
Deepen technical command and decision authority in high-stakes transaction environments
$199 one-time
24-hour access provisioning
30-day money-back guarantee
Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
Unclear ownership over structuring decisions in complex energy and infrastructure deals
The situation this course is for
Even strong analysts face delays when critical capital allocation calls require multiple approvals or lack documented rationale, slowing deal momentum and diluting individual impact.
Who this is for
Mid-level corporate banking analyst in energy, infrastructure, or transition finance at a Canadian financial institution, CFA Level I holder, working on deal structuring and credit assessment
Who this is not for
Entry-level interns, retail bankers, or professionals outside transaction advisory in regulated capital markets environments
What you walk away with
- Own final determination on debt-service coverage ratios in project finance proposals
- Set risk tolerance thresholds for asset-backed lending structures without senior review
- Approve minimum IRR benchmarks for renewable energy transactions end to end
- Document capital allocation logic for internal credit committees using standardized templates
- Lead covenant design in syndicated loan agreements with investor partners
The 12 modules (with all 144 chapters)
Module 1. CFA Principles in Transaction Banking
Apply CFA-aligned valuation and risk frameworks directly to energy and infrastructure lending decisions.
12 chapters in this module
- Valuation in regulated asset classes
- Risk-adjusted return thresholds
- Cost of capital benchmarks
- Project finance DSCR standards
- Debt amortization profiles
- IRR floor setting
- Equity waterfalls
- Covenants design
- Haircut determination
- Collateral valuation
- Credit spread analysis
- Leverage ratio limits
Module 2. Capital Structure Decision Ownership
Define and defend capital allocation calls without escalation in repeatable frameworks.
12 chapters in this module
- First-mover advantage in structuring
- Setting debt-equity splits
- Subordination layers
- Tranche sizing authority
- Amortization schedules
- Bullet vs term maturity
- Revolving facility design
- Covenant thresholds
- Reporting frequency
- Trigger event definitions
- Remediation pathways
- Investor communication
Module 3. Risk Threshold Design
Establish defensible risk tolerance bands aligned with institutional constraints.
12 chapters in this module
- OSFI B-13 alignment
- Liquidity coverage ratios
- Stress testing floor
- Concentration limits
- Sector exposure caps
- Geographic risk bands
- Currency mismatch rules
- Tenor dispersion
- Counterparty tiers
- Rating fallbacks
- Covenant breach costs
- Recovery rate models
Module 4. Deal Economics Approval Workflow
Streamline approval chains by owning economic assumptions upfront.
12 chapters in this module
- Assumption documentation
- Base case modeling
- Downside scenario weighting
- Sensitivity analysis
- Monte Carlo inputs
- Break-even timing
- Cash flow laddering
- Refinancing risk
- Commodity price gearing
- Carbon adjustment factors
- Regulatory risk scoring
- Force majeure triggers
Module 5. Credit Committee Engagement
Preempt challenges with complete, precedent-backed decision rationale.
12 chapters in this module
- Rationale packaging
- Precedent transaction benchmarking
- Investor term comparisons
- Default history references
- Structural priority claims
- Exit option value
- Liquidity fallbacks
- Third-party reports
- Expert validation
- Sector health indicators
- Project timeline risks
- Force majeure history
Module 6. Vendor and Partner Alignment
Drive consensus with external parties using standardized decision outputs.
12 chapters in this module
- Legal counsel coordination
- Trustee onboarding
- Rating agency engagement
- Auditor alignment
- Environmental assessor input
- Engineering reports
- Insurance partners
- Tax structuring
- Jurisdictional counsel
- Currency hedging
- Commodity offtake
- Regulatory filings
Module 7. Regulatory Capital Optimization
Structure deals to minimize capital consumption while meeting OSFI standards.
12 chapters in this module
- RWA reduction levers
- Capital charge avoidance
- Exposure classification
- On-balance sheet treatment
- Off-balance sheet structuring
- Securitization vehicles
- Guarantee efficiency
- Risk retention rules
- Leverage ratio impact
- Net stable funding
- Liquidity coverage
- Large exposure rules
Module 8. Transition Finance Structuring
Apply CFA principles to net-zero transition projects with hybrid risks.
12 chapters in this module
- Technology readiness levels
- Policy risk scoring
- Subsidy dependency
- Grid interconnection
- Carbon offset eligibility
- Emissions baseline setting
- Green taxonomy alignment
- Just transition factors
- Workforce transition
- Asset repurposing
- Decommissioning liability
- Future regulation hedging
Module 9. Project Finance Covenant Design
Define enforceable, forward-looking covenants rooted in sector-specific data.
12 chapters in this module
- Financial covenant bands
- Operational performance triggers
- Maintenance reserve tracking
- Insurance compliance
- Environmental reporting
- Permit renewals
- Community engagement
- Workforce safety metrics
- Supply chain continuity
- Force majeure updates
- Regulatory compliance
- Audit rights
Module 10. Investor Communication Framework
Shape capital partner expectations with clarity and precision.
12 chapters in this module
- Term sheet ownership
- Preference stack definition
- Exit timing assumptions
- Distribution priorities
- Information rights
- Board seat allocation
- Veto rights catalog
- Drag-along provisions
- Tag-along rules
- Anti-dilution mechanics
- Dividend policy
- Refinancing consent
Module 11. Cross-Border Structuring Nuances
Navigate jurisdictional complexity in pan-North American infrastructure deals.
12 chapters in this module
- Common law vs civil law
- Enforcement mechanisms
- Treaty benefits
- Withholding tax rules
- Repatriation costs
- Environmental standards
- Labor law alignment
- Permitting variance
- Currency controls
- Sovereign risk
- Political risk insurance
- Multilateral agency backing
Module 12. Implementation Playbook Integration
Deploy decision authority with living templates and peer-reviewed benchmarks.
12 chapters in this module
- Decision register setup
- Internal memo templates
- Credit committee submission
- Rationale documentation
- Version control
- Peer review process
- Approval tracking
- Audit trail creation
- Knowledge retention
- Playbook updates
- Lessons learned
- Deal post-mortem
How this maps to your situation
- Energy project financing
- Infrastructure recapitalization
- Transition asset acquisition
- Cross-border development
Before vs. after
Before
Capital structuring inputs require review and lack ownership, slowing transaction momentum
After
Own and defend risk, capital, and covenant decisions independently with documented rationale
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters total)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 42 hours of self-paced learning, designed to integrate with active transaction workloads.
If nothing changes
Continued reliance on layered approvals delays deal velocity and minimizes individual visibility in high-impact transactions.
How this compares to the alternatives
Generic CFA prep courses focus on exam passing; this course builds decision ownership in live transaction environments. Internal bank training lacks standardized decision frameworks across deals. Public webinars don’t offer implementation tools tailored to infrastructure and transition finance.
Frequently asked
How does this differ from CFA exam prep?
This course assumes foundational CFA knowledge and focuses exclusively on applying it to real-world transaction decisions in corporate banking.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Is financial regulation included?
Yes, with direct alignment to OSFI B-13 and CSA National Instrument 52-109 in risk and capital modules.
$199 one-time. Approximately 42 hours of self-paced learning, designed to integrate with active transaction workloads..
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
30-day money-back guarantee·
144 chapters·
Hand-built playbook included·
Account access within 24 hours