The Finance Industry's Trusted Training ProviderThe Way We Learn Has Changed.
Your Training Programs Should, Too.

In the past 12 months, more banks have turned to Wall Street Prep than
to any other provider to reimagine their training and development.

Book a 15-Minute Consultation

The Finance Industry's Trusted Training Provider

Intern Programs
New Hire Training
Continuing Professional Development
Classroom Programs
Blended Learning
Online Learning

Select Wall Street Prep Clients

A Global Bench of Experienced Faculty.
75+ Highly Specialized Instructor-Practitioners.

The instructor is the key to a successful classroom experience, yet many training companies use lower cost
non-practitioners. We are experienced investment bankers, private equity and investment professionals.

Sandya Swamy

Investment Banking,
Private Equity

Femi Oganjumo

Investment Banking,
Capital Markets

Adam McGowan

Investment Banking,
Venture Capital

Michelle Behrend

Markets/Sales & Trading

Lindsay Tsumpes

Real Estate

Firms We Work With

Wall Street Prep has deep experience designing and delivering training that spans the financial services spectrum.

Learn Why Finance Passport^© is the
Industry's Leading Purpose-Built LXP

An unrivaled depth of content created specifically for finance professionals. Relevant learning and innovative technology enable L&D to deliver the right training at the right time.

Learn More Demo Finance Passport

Learning Journeys

Role-based learning journeys deliver just the right training at just the right time for learners across all key finance functions

Assessments & Certifications

Identify each learner’s areas of strength and improvement to support struggling trainees and engage more advanced learners

Meaningful Analytics

Real-time data and credible engagement metrics allow L&D to accurately gauge learning outcomes and demonstrate ROI

Custom Technology Solutions

WSP's technical solutions team builds and supports custom learning applications and integrations

Learn More Demo Finance Passport

Learner
Administration

Assignment Setup
Learning Groups
User Management
Progress Reporting
Training Scheduler
Message Users

Assignments & Due Dates

Learner Stream 1Markets(64 Learners)

Assignment

Due Date

Add Exam

Send Certificate

Excel Crash Course

July 10

Intro to Python

July 10

Intro to Financial Markets, Intro to Bonds

July 17

Central Banks Part 2 and Equity Indices

July 17

Learner Stream 2Investment Banking(57 Learners)

Assignment

Due Date

Add Exam

Send Certificate

Excel Crash Course

July 17

Accounting & Financial Statement Analysis

July 17

Financial Modeling Best Practices

July 24

M&A Modeling

July 24

Audrey Chen

Role: Sales and Trading Analyst

Areas of Strength

Bond Math
Corporate Bonds
Yield Curves
Money Market Math
Bloomberg Functions
Cash Equities
Equity Valuation
Equity Futures
Securities Lending

Improvement Needed

Duration Calculations
ETF Arbitrage
Delta One
Asset Managers
Credit Analysis
Equity Indices

An Unrivaled Depth and Breadth of Subject Matter Expertise

Technical Skills

We prepare interns, graduates and lateral hires with the full suite of practical technical skills expected as a baseline for desk readiness.

Competencies: Accounting, Excel, Financial Modeling, Valuation, M&A, LBO

Product Skills

Simulations and real world exercises establish an solid understanding of the financial products that are traded and sold.

Competencies: Capital Markets, Equities, Fixed Income, Derivatives, Real Estate, Private Equity, Credit

Technology Acumen

Programs for both investment (non-technical) and technical professionals deliver an understanding of the tech they're investing in.

Competencies: Python, Data Science, Machine Learning, Blockchain, Cryptocurrency

Professional Skills

Training focuses on refining communication and leadership skills and improving overall performance.

Competencies: Executive Presence, Presentation Skills, Client Management and Sales, Pitching

From Our Clients

"Our employees are telling us this is the best virtual learning experience they have ever had. Getting our professionals in front of engaging virtual training is a key priority for us, so to get this level of feedback is a huge win."

- Associate Director of Learning & Development at a Global Investment Bank

"It’s night and day the preparedness from this year’s class, and I can’t thank you enough for that. They’re all doing really well, ramping quickly, and constantly say how helpful the sessions you taught were."

- Training Committee Member, Investment Bank that Switched to WSP in 2020

"WSP designed a program to introduce our interns to financial markets. We were thrilled with the outcome! Their ability to focus training on our own initiatives in growing product lines like ESG and alternatives was truly impressive.”

- VP of Learning and Development, Global Investment Manager

"This training checked all the boxes. The simulations, trade pitches and Bloomberg exercises made the entire 2 weeks an incredibly engaging experience for our new hires. They're excited to get started and we're thrilled with where they're at."

- Director of L&D at a Global Investment Bank

"From what I hear from my b-school friends at other banks, our training sessions were the most detailed, personal, and intense (in a good way). I'm confident we're better prepared than incoming associates elsewhere."

- Participant in New Associate Training, Elite Boutique Investment Bank

"This training has been excellent! I expected it to mirror the online modules verbatim but it was much more tailored to what our groups at [company name withheld] expect from new associates."

- Participant in New Analyst Training, Top 10 Investment Bank

"Our new hires are really well prepared due to WSP’s commitment in customizing the curriculum, integrating [company name withheld]-specific models and using specialized case studies relevant to their day-to-day work."

- Chief Talent Officer at Leading Middle Market Investment Bank

Book a 15-Minute Consultation

The Finance Industry's Trusted Training ProviderThe Way We Learn Has Changed.
Your Training Programs Should, Too.