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Certified Patent Valuation Analyst (CPVA)

Master patent valuation, monetization, licensing negotiation, damages analysis, and the Patent Valuation Gauntlet through IIPLA's consolidated CPVA certification course.

IIPLA Faculty • Certified Patent Valuation Analyst Program Team • International Intellectual Property Law Association
20 hours
5 modules
$3,480 member / $3,580 public
en delivery

Course Overview

What this program covers and why it matters for IP practice.

You cannot manage what you cannot measure. You cannot monetize what you cannot value. The Certified Patent Valuation Analyst (CPVA) course prepares patent attorneys, licensing professionals, technology transfer teams, valuation analysts, founders, inventors, IP managers, and business development executives to evaluate patents and emerging technologies with practical, defensible methods. The program consolidates IIPLA's legacy CPVA landing page, product page, directory, and advanced patent valuation material into one canonical course experience. Learners study patent valuation methodologies, licensing deal economics, infringement damages, patent-strength analysis, and real-world monetization workflows. CPVA candidates also work with the Patent Valuation Gauntlet, a structured framework for evaluating commercial value, assertion value, blocking value, cross-licensing value, reputational impact, invalidity risks, and design-around risks. The course is available online as a self-paced recorded certification program for learners worldwide. Contact IIPLA for availability of future in-person cohort options.

What You Will Learn

Core capabilities learners should gain from the certification.

  • Value patents and emerging technologies using multiple recognized methodologies.
  • Apply Excel-based models, peer-reviewed templates, and structured valuation worksheets.
  • Use the Patent Valuation Gauntlet to analyze more than 900 factors influencing patent value.
  • Structure licensing negotiations for royalties, milestones, options, sublicensing, field-of-use limits, and audit rights.
  • Evaluate patent strength through claims, prosecution history, citations, family strategy, examiner quality, and invalidity risk.
  • Analyze damages scenarios involving reasonable royalties, lost profits, price erosion, market spoilage, and Georgia-Pacific factors.
  • Prepare practical patent valuation reports for deals, financings, disputes, and portfolio decisions.

Curriculum

A compact public outline for learners evaluating the program.

Valuation of Emerging Technologies
Build a practical command of patent and emerging-technology valuation methods, including cost, income, market, Monte Carlo, real options, reasonable royalty, probability-weighted expected return, Bayesian analysis, binomial lattices, Markov chains, relief-from-royalty, and excess-earnings approaches.
  • Advanced valuation methodologies: Compare more than 20 valuation methodologies and learn when each model is useful for patents, inventions, and emerging technologies.
  • Excel-based modeling: Use downloadable worksheets and modeling templates to structure interactive patent valuation assignments.
  • Patent Valuation Gauntlet introduction: Frame patent value through commercial, assertion, blocking, cross-licensing, reputational, invalidity-risk, and design-around lenses.
Negotiating Licensing Agreements for Maximum Returns
Learn how licensing terms can create or destroy patent value, and practice structuring royalties, upfront payments, milestones, options, sponsored research, sublicensing, field-of-use limits, most-favored-nation clauses, litigation controls, and royalty audits.
  • Licensing economics: Evaluate deal terms such as royalty rates, milestone payments, royalty stacking, and sponsored research structures.
  • Negotiation structure: Understand how to prepare for licensing discussions and protect value through the negotiation process.
Advanced Patent Valuation
Dissect patents to understand claim quality, prosecution rigor, citation strength, foreign filing strategy, drawings, classifications, term consistency, inventorship, re-examination risk, examiner quality, and overall patent strength.
  • Claims analysis: Balance broad versus narrow claims and evaluate the mix of independent and dependent claims.
  • Patent prosecution quality: Interpret prosecution history, office actions, examiner behavior, and potential inequitable-conduct risk.
  • Citation and patent-family analysis: Assess examiner citations, applicant citations, continuation filings, foreign filings, and family structure.
Calculating Damages from Patent Infringement
Review patent damages theories and litigation economics, including reasonable royalties, lost profits, price erosion, market size, reputational damage, market spoilage, Georgia-Pacific factors, the 25 percent rule, cost of next-best alternatives, and running royalties versus lump-sum payments.
  • Damages foundations: Connect patent value to damages theories used in infringement disputes and settlement analysis.
  • Royalty and damages models: Compare reasonable royalty, lost profit, lump-sum, running royalty, and next-best-alternative analyses.
Best Practices for Monetizing Patents
Translate valuation into monetization strategy through patent sales, purchases, equity investments, acquisitions, spin-offs, licensing, cross-licensing, technology transfer, capital raises, collateralization, auctions, assertion, litigation finance, and cross-border patent movement.
  • Patent monetization playbook: Match valuation work to transactions, financing, operating strategy, and portfolio management decisions.
  • Valuation reports and certification: Prepare comprehensive Patent Valuation Reports and communicate defensible value conclusions.

Patent Valuation Gauntlet

The structured CPVA framework for defensible patent valuation reports.

The CPVA curriculum centers on the Patent Valuation Gauntlet, a structured framework for evaluating commercial value, assertion value, blocking value, cross-licensing value, reputational value, patent-validity risk, and design-around risk.

The worksheet covers more than 900 factors for patent valuation and helps analysts prepare more thorough Patent Valuation Reports.

Access is reserved for Certified Patent Valuation Analysts in good standing.

Where CPVA Skills Apply

Engagement types and decisions where patent valuation discipline matters.

Patent salesPatent purchasesEquity investmentsCompany acquisitionsSpin-offsIn-licensingOut-licensingCross-licensingBankruptcyDivorce mattersTransfer pricingPatent holding companiesStandards-essential patent analysisTechnology transfer agreementsCapital raisesLoan collateralizationGrant applicationsPatent auctionsPatent assertionPartnership disputesEstate planningLitigation financingCross-border patent movementR&D return measurement

CPVA Directory & Global Network

Legacy directory content consolidated into the new course page.

The legacy CPVA directory showed hundreds of CPVA-certified professionals across law firms, corporations, universities, technology transfer offices, valuation firms, and government or research organizations.

More than 1,000 patent professionals from approximately 45 U.S. states and more than 50 countries have participated in CPVA training sessions.

Organizations represented
MicrosoftJohnson & JohnsonBayerHewlett-PackardLockheed MartinPfizerStrykerCoca-ColaOracleBaker HughesAT&TVisaPanasonicGeneral ElectricSamsungInfosysMITUniversity of CaliforniaOak Ridge National LaboratoryNational University of SingaporeMcGill UniversityJohns Hopkins UniversityNanyang Technological University
Representative CPVA holders
David Wanetick
Managing Director • IncreMental Advantage
Matyas Kolsofszki, RTTP
Director of Licensing and IP Portfolio Management • Valide AS - Technology Transfer Office, Incubator & Investment
Scott DeMarco
Valuation Manager • BST Valuation and Litigation Advisors, LLC
Allen Vaughn
Manager, Intellectual Property Strategy & Licensing • Lockheed Martin
Robert Fletcher
President • IPISC
Matthew English
Partner • Marks & Clerk Singapore LLP
Arjun Bala
Managing Partner • Metayage IP Strategy Consulting LLP
Salem AlZahrani
Intellectual Property Advisor • Saudi Aramco

Pricing & Access

Access model: Paid
Member pricing: $3,480
Public pricing: $3,580
Format: en
Format: Online, self-paced, recorded certification program
Access: Enroll anytime and start immediately
Location: Available worldwide
Bundle investment: Full CPVA bundle listed at USD 3,580
In-person cohorts: Contact IIPLA for future cohort availability
Paid Access

Purchase course access

Course access$3,580
Total$3,580
Certified Patent Valuation Analyst (CPVA)$3,580
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Certification Includes

  • Over 20 hours of comprehensive instruction across the CPVA curriculum.
  • Extensive course materials, including hundreds of slides and practical case material.
  • Excel worksheets and templates for interactive patent valuation modeling.
  • Access to relevant articles, bonus webinars, and explanatory Patent Valuation Gauntlet material.
  • Official CPVA certificate upon completion.
  • Eligibility for inclusion in the CPVA global directory.
  • Ability to list patents available for sale through the CPVA ecosystem.
  • 50 percent discounts on selected elective webinars where available.

Who Should Enroll

  • Patent attorneys and patent agents
  • IP managers and intellectual property strategists
  • Licensing executives and technology transfer professionals
  • Business development and corporate transaction teams
  • Valuation analysts, accountants, and financial modelers
  • Startup founders, inventors, and portfolio owners
  • Patent brokers, litigation finance teams, and monetization advisors

Credential Benefits

  • Use the CPVA designation after completing required course credits and certification requirements.
  • Demonstrate advanced proficiency in patent and emerging-technology valuation.
  • Use CPVA training to support career growth in IP management, licensing, technology transfer, valuation, patent practice, and business development.
  • Access the Patent Valuation Gauntlet worksheets while in good standing.
  • Prepare valuation work that can be certified as having passed through the Patent Valuation Gauntlet process.

Methods Covered

Cost approachIncome approachMarket approachMonte Carlo analysisReal optionsReasonable royaltyProbability-weighted expected returnBayesian analysisBinomial latticesMarkov chainsRelief from royaltyExcess earnings

Prerequisites

  • Working familiarity with patents, licensing, business valuation, finance, or technology commercialization is helpful.
  • Learners should be comfortable reviewing patent and deal documents and working with spreadsheet-based models.

Instructor

IIPLA Faculty
Certified Patent Valuation Analyst Program Team
International Intellectual Property Law Association