Wall Street Prep's Premium Financial Modeling Package
Everything you need to master financial modeling!
Used widely at investment banks and financial institutions globally, the Premium Package is designed for students and professionals pursuing careers in Investment Banking, Private Equity, Corporate Finance and Equity Research. The step-by-step program uses a real case study approach and is designed to mimic the experience of a financial analyst.
What You'll Learn
Financial Statement Modeling
Financial Statement Modeling is the foundation of all subsequent valuation modeling modules. Trainees learn how to build full, dynamic financial statement projection models in Excel from scratch, using real case studies, industry best practices, and sensitivity analyses. Simple, intuitive, step-by-step instructions reinforce theoretical intuition while teaching the mechanics of the model building process.Learn More
Build a complete, working discounted cash flow (DCF) model in Excel from scratch, using a real case study, industry best practices, and sensitivity analyses. DCF analysis is both academically respected and widely used on Wall Street as a primary method of valuation. Many finance interview questions specifically test a candidate’s understanding of both the academics and mechanics behind the DCF.Learn More
Accretion Dilution (M&A) Modeling
How do professionals at investment banks, private equity firms and other financial institutions analyze the impact of mergers & acquisitions? In this course, you’ll learn how to build a real M&A (accretion/dilution) model in Excel from scratch. In addition, you will build a contribution, synergy and exchange ratio analysis, and learn key M&A accounting concepts.Learn More
LBO models are used widely by investment banks and private equity firms to assess investor returns as well as to value a business in the event of a buyout. You will build a real leveraged buyout (LBO) model from scratch, using real case studies, industry best practices, and sensitivity analyses.Learn More
Trading Comps Modeling
“Comps” analysis is the quickest, most widely used valuation methodology, and fundamental part of the core valuation skill set of investment bankers and finance professionals. In this course, trainees learn how to select and “scrub” comparables, pick the right multiples and build dynamic comps models in Excel from scratch, using real case studies, industry best practices, and sensitivity analyses.Learn More
Transaction Comps Modeling
Transaction comps (aka deal or transaction comps) is a variant of comparables valuation. Value of the firm is derived by assessing the value of comparable companies recently acquired. In this step-by-step, real case study course, you’ll learn how to select comparable acquisitions, find important disclosures in filings, spread the data and build a complete transaction comps model in Excel.Learn More
Financial Statement Model: Depreciation Waterfall
DCF: Unlevered Free Cash Flows
M&A: Modeling Pro Forma Adjustments
LBO: Reviewing Our LBO Model
Financial Statement Modeling Course Manual Course Notes
Leveraged Buyout Modeling Course Notes
Accretion Dilution Modeling Template
LBO Modeling Template
Financial Statement Modeling Template
Premium Package Highlights
Intuitive, Self-Paced and Comprehensive
Wall Street Prep’s Premium Package is intuitive and self-paced. You should expect to spend approximately 70-90 hours to complete it. Using a combination of videos, Excel model templates and financial reports, this course teaches students and professionals how to build, analyze, and interpret financial models in a step-by-step fashion at their own pace. The program utilizes a case study format, as students follow their tutorial guide alongside the Excel model templates, and are directed to the appropriate external documents (SEC filings, research reports, etc.) in order to build comprehensive models the way they would on the job.
Real World “On the Job” Investment Banking Training
The Premium Package bridges the gap between academics and the real world to equip students with the practical financial skill set that they will need on the job. Our program will give you the confidence you need to ace your interviews and to get ahead in your IB career.
Upon enrollment, students gain free and unlimited access to Wall Street Prep’s Online Support Center, where they receive answers to questions, free downloads, and important updates from a support staff comprised entirely of experienced former investment bankers
Wall Street Prep Certification
Wall Street Prep issues a Certification of Financial and Valuation Modeling upon successful completion of the Premium Package. To become certified, students must successfully complete an examination administered online by Wall Street Prep upon completion of the Premium Package. Wall Street Prep’s Certification of Financial and Valuation Modeling has proven to be a valuable resume credential. Learn More: Does Wall Street Prep’s Certification Matter?
CFA Institute PD Credits
Wall Street Prep is registered with CFA Institute as an Approved Provider of professional development programs. This program is eligible for 35 PD credit hours as granted by CFA Institute.
Private Online Tutoring (Additional Fee Applies)
Want a little extra attention? Live video-chat tutoring is available with experienced investment bankers for a fee of $199/hour. In addition, your tutoring sessions enable you and your tutor to share models, a virtual blackboard and any other files via an integrated web and phone platform that enhances the learning experience.
In light of the challenges facing prospective job candidates, Wall Street Prep recently launched a free, voluntary opt-in service to all its alumni and new students. Upon enrolling in the Premium Package, you will be given the option to upload your resume and cover letter to WSP.
Boost Add-In for Excel
Free Access to Boost, an all-in-one suite of time-saving tools designed for people who build financial models in Excel. Key features include: Attach common number formats to keyboard shortcuts and cycle rapidly through the different font and color schemes; Easily understand long formulas with the powerful ‘Precedents’ and ‘Dependents’ Tool; And much more!
- Accounting: The program assumes a basic introductory knowledge of accounting (e.g. interaction of balance sheet, cash flow, and income statement). Students with no prior background in Accounting should enroll in the Accounting Crash Course.
- Corporate Finance: Although general exposure to corporate finance is helpful, it is not required.
- Excel: Basic introductory Excel knowledge is highly recommended. Students with limited or no experience using Excel should enroll in the Excel Crash Course.