A: From a pure content standpoint, the 4 day live boot camps and the self-study program
are quite similar. Trainees will learn how to build integrated Financial Statement
models, DCF models, LBO models, Comparable Company and Comparable Transaction
models, as well as M&A Pro Forma (Accretion/Dilution Analysis) models. In addition,
both the live training and self-study program train participants on performing
sensitivity analysis, scenario analysis, data tables, creating customized macro-based
shortcuts, error-proofing self-balancing models, incorporating dynamic circuit breaks
in models, error-proofing models, and best practices for using Excel shortcuts
and functions.
The primary difference is that in the live boot camp, trainees have instant access to,
and can draw from, the vast expertise of our instructors, all of whom are experienced
investment bankers with years of directly relevant on-the-job experience.
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A: While content is similar between self-study programs and live seminars, Wall Street
Prep utilizes different case studies for these two training formats. Accordingly,
many of our existing self-study clients choose to attend our boot camps as a way
to gain additional Financial and Valuation Modeling experience in a live
instructor-led setting.
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A: We frequently work with a hotel near the seminar. Upon enrollment, trainees receive
an email listing our hotel recommendations and, when applicable, a description of
preferred rates.
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A: Training begins at 9am and runs through to 5pm each day. Our instructors introduce
sections and modeling tasks with conceptual introductions that tie the Accounting,
Finance, and Excel together. Following these introductions, trainees go through
modeling exercises on their laptops. Once a section is complete, we reconvene as a
class, review the exercises, answer questions, and move on to the next modeling
task. Our boot camps are very modeling intensive, and trainees spend significant
portions of time building models on their own in their laptops.
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A: Absolutely – our flagship Self-Study Program is the industry standard. Please
click here for details.
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A: This seminar presumes knowledge of financial accounting (at least 1 semester or
equivalent). Participants without this background must enroll in and complete
the Accounting Refresher
workbook prior to attending the seminar by adding it to the cart at checkout.
Navigational facility in Excel is also presumed. All trainees receive a
complimentary 12-month access to the Excel Crash Course and are encouraged
to allocate 3 hours prior to attending the boot camp in order to complete
the online module.
Lastly, we recommend that trainees feel comfortable reading and navigating various
financial reports (10-K, 10-Q, 8-K, etc.), which are used throughout our
seminars. Participants without this background are encouraged to complete the
Navigating Financial Reports
online module prior to attending the seminar, by adding it to the cart at checkout.
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A: As part of the seminar enrollment, all trainees gain unlimited e-mail support
for 3 months after the seminar. During this period, trainees are welcome to contact
our Support Team, which is comprised of former investment bankers, with any
content-related questions.
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A: Yes — individuals who complete any of Wall Street Prep’s 4-day
Financial and Valuation Modeling seminars are eligible to receive a Certification
in Financial and Valuation Modeling. To become certified, students must
successfully complete a short examination administered online by Wall Street
Prep within 12 months following the seminar. The examination will consist of
multiple-choice questions and will focus on topics covered throughout the
seminar. The examination is self-paced (no time limit).
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A: Yes — we typically keep classes small to maximize individual attention,
while for larger classes we bring junior instructors to assist in answering
individual questions.
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A: Participants may cancel up to 2 weeks prior to the event for a full refund.
A 20% cancellation fee will apply up to 1 week prior to the event. No refunds
will be granted for cancellations made within 1 week of the event. Wall Street
Prep reserves the right to cancel the seminar if enrollment is insufficient.
Trainees will be refunded in full in the event of a cancellation.
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A: Please contact Frank Donovan, Director of Sales, at
fdonovan@wallstreetprep.com
or 617-314-7685 ext. 704.
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A: Yes — please contact Arkady Libman at
alibman@wallstreetprep.com
or 617-314-7685 ext. 709.
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A: Yes — please fill out the Contact Form with your
information and we will be glad to notify you of future events.
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1-800-646-3575
info@wallstreetprep.com