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Wall Street Prep

Finance Training for Career Centers, Professors & Student Clubs

Wall Street Prep works with the world's leading academic institutions to prepare their undergraduates and MBA candidates for a career in finance

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Online Learning & Digital Textbooks

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Technical Interview Prep

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Excel & PowerPoint Training

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On-Campus Modeling Seminars

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Classroom & Blended Learning

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Industry-Recognized Certifications

Who We Work With

Wall Street Prep partners with career centers to provide students with the applied finance skill set they need to navigate recruiting and succeed in internships and full-time roles. For each partnership, we customize a continuous learning journey for students from first-year through graduation and provide them with on-the-desk resources when they transition to the job.

  • Excel Training
  • Technical Finance Interview Prep
  • Mock 1:1 Interviews
  • Private Equity Interview Prep
  • Internship Prep: Financial & Valuation Modeling
  • Internship Prep: Excel & PowerPoint
  • Wall Street Trek Preparations

Wall Street Prep works with MBA Career Centers to supplement their curriculum with our industry-leading online courses and in-person seminars. Our blended learning approach delivers real-world Excel and financial modeling skills in a continuous learning journey from pre-matriculation through graduation and during Year 1 on the job.

  • Excel & Accounting (pre-MBA)
  • Excel Diagnostic
  • Corporate Valuation & Technical Finance Interview Prep
  • Mock 1:1 Interviews
  • Private Equity Interview Prep & Deal Process
  • Internship Prep: Financial & Valuation Modeling
  • Internship Prep: Excel & PowerPoint Productivity Training

Founded by former liberal arts students, Wall Street Prep understands the challenges liberal arts students face during recruiting and internships. We offer live instructor-led seminars and online self-study courses designed specifically for those with limited exposure to accounting, finance, and Excel. This training equips liberal arts students with the real-world financial & valuation modeling skillset they need in interviews and on the desk.

  • Access to Student Passport Online Course Library
  • Accounting & Financial Modeling Seminars
  • Technical Interview Prep Seminars
  • 1:1 Mock Interviews
  • Internship Prep: Excel & PowerPoint

Wall Street Prep works with finance faculty and deans department chairs to incorporate our online courses and assessments into academic curricula. These partnerships are designed to prepare students with the real-world Excel, financial & valuation modeling skill set they need to succeed in interviews and on the job. Benefits for the faculty include Excel, an online supplement to replace textbooks, a reverse classroom experience, assessments and access to an administrator dashboard.

  • Financial Statement Analysis
  • Financial Modeling
  • Corporate Finance & Advanced Topics in Corporate Finance
  • Investment Banking
  • Equity Analysis
  • Student Managed Fund Training
  • Wall Street Trek Preparations
  • Sales & Trading / Bloomberg Trading Lab

Wall Street Prep partners with student clubs to integrate our online and live training into their educational programming. These partnerships provide a continuous learning journey from the very first club meeting all the way through graduation. Our blended live and online approach with the real-world Excel, financial & valuation modeling skill set students need to succeed in interviews, during internships and throughout their careers.

  • Student Passport Online Access
  • Technical Interview Prep Seminar
  • Financial & Valuation Modeling Seminar
  • M&A and LBO Modeling Seminar
  • Student Managed Fund Training
  • Wall Street Trek Preparations
  • Sales & Trading / Bloomberg Trading Lab

Who We Work With

Professors & Deans

Wall Street Prep works with finance faculty and deans department chairs to incorporate our online courses and assessments into academic curricula. These partnerships are designed to prepare students with the real-world Excel, financial & valuation modeling skill set they need to succeed in interviews and on the job. Benefits for the faculty include Excel, an online supplement to replace textbooks, a reverse classroom experience, assessments and access to an administrator dashboard.

  • Financial Statement Analysis
  • Financial Modeling
  • Corporate Finance & Advanced Topics in Corporate Finance
  • Investment Banking
  • Equity Analysis
  • Student Managed Fund training
  • Wall Street Trek Preparations
  • Sales & Trading / Bloomberg Trading Lab
Learn more

MBA Career Centers

Wall Street Prep works with MBA Career Centers to supplement their curriculum with our industry-leading online courses and in-person seminars. Our blended learning approach delivers real-world Excel and financial modeling skills in a continuous learning journey from pre-matriculation through graduation and during Year 1 on the job.

  • Excel & Accounting (pre-MBA)
  • Excel Diagnostic
  • Corporate Valuation & Technical Finance Interview Prep
  • Mock 1:1 Interviews
  • Private Equity Interview Prep & Deal Process
  • Internship Prep: Financial & Valuation Modeling
  • Internship Prep: Excel & PowerPoint Productivity Training
Learn more

Undergraduate Career Centers

Wall Street Prep partners with career centers to provide students with the applied finance skill set they need to navigate recruiting and succeed in internships and full-time roles. For each partnership, we customize a continuous learning journey for students from first-year through graduation and provide them with on-the-desk resources when they transition to the job.

  • Excel Training
  • Technical Finance Interview Prep
  • Mock 1:1 Interviews
  • Private Equity Interview Prep
  • Internship Prep: Financial & Valuation Modeling
  • Internship Prep: Excel & PowerPoint
  • Wall Street Trek Preparations
Learn more

Liberal Arts Programs

Founded by former liberal arts students, Wall Street Prep understands the challenges liberal arts students face during recruiting and internships. We offer live instructor-led seminars and online self-study courses designed specifically for those with limited exposure to accounting, finance, and Excel. This training equips liberal arts students with the real-world financial & valuation modeling skillset they need in interviews and on the desk.

  • Access to Student Passport Online Course Library
  • Accounting & Financial Modeling Seminars
  • Technical Interview Prep Seminars
  • 1:1 Mock Interviews
  • Internship Prep: Excel & PowerPoint
Learn more

Student Clubs

Wall Street Prep partners with student clubs to integrate our online and live training into their educational programming. These partnerships provide a continuous learning journey from the very first club meeting all the way through graduation. Our blended live and online approach with the real-world Excel, financial & valuation modeling skill set students need to succeed in interviews, during internships and throughout their careers.

  • Student Passport Online Access
  • Technical Interview Prep Seminar
  • Financial & Valuation Modeling Seminar
  • M&A and LBO Modeling Seminar
  • Student Managed Fund Training
  • Wall Street Trek Preparations
  • Sales & Trading / Bloomberg Trading Lab
Learn more

Student Passport©: An Online Platform That Teaches the Practical Skills Bankers Use Daily

The Same Content Used By
Top Financial Institutions

Students receive access to the same online content that is being used to train graduates at top investment banks and private equity firms
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On-Demand Learning For the Classroom And Beyond

Annual online licenses provide your students with a continuous learning journey and resources for the classroom, during internships and on the job
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Industry-Recognized
Certifications

Students who success fully complete WSP online courses and exams are eligible for WSP certificates to highlight on their resume and LinkedIn profiles
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Student
Passport
  • Learning Journey
  • My Assignments
  • My Questions
  • My Progress
  • Excel Templates
  • Resource Library
Learning Journies

Michael, Continue Your Learning Journey

  • Finance Fundamentals
  • Investment Banking
  • Equity Research
  • Private Equity
  • Restructuring
  • Fixed Income
  • Commodities & Fx
  • Equities
  • FP&A & Treasury
  • Venture Capital

Intern

(8/10 Completed)

Financial Accounting

2h 21m

Financial Reports

3h 10m

Excel for Modeling

6h 43m

The Excel Environment

5 LESSONS

Useful Shortcuts

7 LESSONS

Advanced Functions

19 LESSONS

3-Statement Modeling

2h 21m

Analyst

(10/10 Completed)

DCF Modeling

6h 15m

DCF Mechanics

7 LESSONS

Building the DCF Model

11 LESSONS

Mid-Year Convention

5 LESSONS

M&A Modeling

5h 44m

Comps Modeling

4h 42m

LBO Modeling

8h 12m

Associate

(8/10 Completed)

Industry Modeling

21h 5m

Private Equity

16h 21m

The PE Asset Class

15 LESSONS

The PE Deal Process

18 LESSONS

Private Co. Analysis

4 LESSONS

Equities Markets

6h 03m

Fixed Income Markets

5h 12m
Michael James
Class: FIN 3302
Assignments Completed
  • Excel Crash Course

    Certificate Earned

    96%
  • 3-Statement Modeling

    Certificate Earned

    92%
  • Analyzing Reports

    Certificate Earned

    100%
Learning Paths Completed
  • Finance Fundamentals

    Certificate Earned

    100%
  • Investment Banking

    Certificate Earned

    100%
Learn more

Case Studies

Harvard Business School partners with Wall Street Prep to deliver on campus workshops, one-on-one mock interview prep for Investment Banking and Private Equity, and provides incoming HBS students and alumni with unlimited lifetime access to Wall Street Prep’s online learning platform.

MIT partners with Wall Street Prep to provide students with lifetime access to Wall Street Prep’s comprehensive collection of online on-demand interactive self-study courses. In addition, MIT’s finance faculty integrate Wall Street Prep’s financial modeling and Excel training into their own finance courses.

Tufts University Career Center partners with Wall Street Prep to deliver on campus workshops, "on-the-job" focused online courses, and interview prep for students pursuing a career in investment banking, and finance more broadly.

Notre Dame Institute for Global Investing partners with Wall Street Prep to offer students access to WSP's Student Passport: A catalog of online Excel, financial modeling and technical interview prep courses that prepare students for recruiting and the job.

The University of Kentucky Gatton College of Business and Economics partners with Wall Street Prep to host Financial Modeling Boot Camps on campus. These intensive workshops are led by former investment bankers with applied expertise in financial modeling methodologies.

The Fisher College of Business Office of Career Management includes access to Wall Street Prep's Student Passport as a core benefit of its "Fisher Futures" investment banking career program.

The Department of Finance at the University of Nebraska partners with Wall Street Prep to offer an accelerated Excel-based version of the department’s survey finance course, FINA 361.

While Hamilton does not offer finance courses, economics is a widely popular concentration and students interested in careers in finance can access on campus boot camps and online courses through Hamilton’s partnership with Wall Street Prep.

Our Instructor-Practitioners

Our instructors are former investment bankers who give training real-world context by connecting it to their own experience on the desk. They focus on practical skills and teach financial modeling the way it’s done at top financial institutions.
  • Femi Ogunjumo

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  • Caroline Rawe

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  • Katherine Dextraze

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  • Adam McGowan

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  • Michelle Behrend

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  • Alan Chao

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  • Jessica Holton

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  • Brad Gibbs

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  • Sandya Swamy

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  • Karine Blanc

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  • Shabdha Chigurupati

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  • Michael Stack

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"Working with students through the finance recruitment process is an incredibly rewarding experience. From a trainer’s perspective, the ability to really zero in on specific goals and see that work pay off in a successful interview or job offer is as good as it gets."
Marc Howland
WSP Instructor-Practitioner

Topics We Teach

  • Basic and Advanced Excel
  • Accounting
  • Reading Financial Reports
  • Corporate Finance and Valuation
  • Discounted Cash Flow (DCF) Modeling
  • Mergers & Acquisitions (M&A) Modeling
  • Capitalization Tables Modeling
  • Bank (FIG) Industry Modeling
  • Soft Skills for New Hires
  • Excel Modeling Best Practices
  • Advanced M&A Accounting
  • Financial Statement Analysis
  • Financial Statement Modeling
  • Comps Modeling
  • Leveraged Buyout (LBO) Modeling
  • Oil & Gas Industry Modeling
  • Restructuring Modeling
  • FP&A Variance Analysis

"WSP's online courses and assessments are a key part of my 15-week curriculum. Students find the video content incredibly engaging it and allows them to connect the dots between the concepts they learn in the classroom and real-world applications of finance."

- Finance Professor at Top 25 Undergraduate Program

"The feedback we receive about WSP's interview prep seminars is unanimously positive. Recruiting and interviews can be an overwhelming time, and the instructors do a tremendous job narrowing down what students need to focus on (and what they don't) in order to feel confident and prepared."

- MBA Career Center at Top 10 Program

"The reality is that many liberal arts students face an uphill battle heading into interviews. We continue to rely on WSP's technical skills training to level set our students with the accounting and Excel modeling skills they need to feel truly prepared.”

- Career Center at a Top Liberal Arts Program
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