Case Studies

Jump to:

US Investment Bank - Analyst & Associate Training

Challenge

Investment bank needed to provide training to 15 new employees in 5 different offices. Eight of these new hires were analysts who lacked basic accounting and corporate finance skills, while the rest were MBAs who needed to learn financial and valuation modeling.

WSP Training Solution

WSP structured a training program beginning with online coursework and progress testing to ensure incoming hires share a common knowledge base. Hands-on instructor-led training followed online coursework building on the lessons introduced in pre-class web-based training.

Success

Robust standardized training offering to trainees in different regions with different backgrounds and start dates.

US Investment Bank - Off-Cycle and Lateral Hire Training

Challenge

Investment bank needed to provide training to four new employees hired in December. The firm did not want the new hires to wait until the six-week training program in July.

WSP Training Solution

WSP designed a web-based training curriculum, including progress assessment and live support by experienced instructors, followed by a public instructor-led Investment Banking Training seminar in NYC.

Success

Flexible and cost-effective training offering to a small group of new employees hired during an off-cycle period.

Fortune 500 Company - Business Development and Finance Training

Challenge

A Fortune 500 consumer goods corporation needed to provide financial and valuation modeling training to its Corporate Development, Finance, and Treasury Groups.

WSP Training Solution

WSP worked with the client to develop a customized instructor-led seminar involving a consumer goods case study. All seminar materials continued to be accessible online to participants for six months following live training.

Success

A customized industry-specific live training offering, along with a post-seminar clearinghouse of continuously updated financial training resources.

Mexico Private Equity - Associate Training

Challenge

A Mexico-based private equity firm needed to provide accounting, corporate finance, and valuation training to its employees.

WSP Training Solution

WSP designed a customized instructor-led seminar focused on valuation within an international and private equity context. Web-based Excel productivity training preceded live training.

Success

A customized and comprehensive region-specific live training offering.