Choose the training program that's right for your firm

Online Training + Assessments

Basic Skills: Excel, Accounting, Bonds and Corporate Finance

Ideal for level-setting professionals ahead of live training seminars and as an continuing education skills-sharpening resource.

$299/user.

Designed for: IB PE AM CF ER

Online training for: Junior-level finance professionals

While financial modeling training gets the most attention in new hire analyst programs, the reality is that too many new hires emerge from training lacking the accounting, Excel and corporate finance skills required for effective performance on the desk. Our online Basic Skills program equips finance professionals with the foundational skill set that live training builds upon.

Trainees follow a curriculum, meet deadlines for completing assignments and are thoroughly tested via online assessments. Progress is shared with training managers in real time, and we bring struggling trainees up to speed with additional coursework, assessments and individualized action plans.

Program Topics Include:
  • Excel
  • Corporate Finance Overview
  • Accounting
  • Financial Statement Analysis
  • Navigating Financial Reports
  • Bond Math and Analysis
Live Training + Assessments

Instructor-Led
Analyst & Associate
Training Seminar

Instructor-led onboarding seminar; Ideal for banks seeking to deliver comprehensive financial modeling training in less than 2 weeks.

Priced by seminar duration.

Designed for: IB

Live training for: Investment Banking Analysts & Associates

Wall Street Prep’s Instructor-Led Analyst & Associate Training Seminar prepares new hires for life on the desk. Our experienced instructor-practitioners teach the practical application of topics most trainees have only seen on a theoretical level. We work with all group sizes to deliver the “core analyst skill set” of financial and valuation modeling with a focus on Excel best practices and efficiency.

Trainees follow a focused curriculum and meet deadlines for completing assignments. Unlike many other training providers, we thoroughly test trainees via online assessments. Progress is shared with training managers in real time, and we bring struggling trainees up to speed with additional coursework, assessments and individualized action plans.

Program Topics Include:
  • Excel
  • Accounting
  • Financial Statement Analysis
  • Navigating Financial Reports
  • Bond Math and Analysis
  • Modeling Best Practices
  • Financial Statement Modeling
  • Discounted Cash Flow (DCF) Modeling
  • Mergers & Acquisitions (M&A) Modeling
  • Trading Comps Modeling
  • Transaction Comps Modeling
  • Leveraged Buyout (LBO) Modelin
Online Training

Wall Street Prep
Online Passport©

An all-access pass to our online library; For firms looking to provide financial modeling resources employees will actually use.

$899/user. Enterprise pricing available.

Designed for: IB PE AM CF ER

Online training for: Investment Banking, Private Equity, Asset Management, Corporate Finance and Equity Research

Widely used by the world’s top financial institutions and Fortune 500 companies, Wall Street Prep Online Passport© offers professionals unlimited access to 100+ hours of online courses that deliver the practical skills bankers use everyday on the job. Trainees learn by doing as they progress step-by-step through practical exercises, building financial and valuation models from scratch using real case studies.

All trainees get full access to our expanding library of courses and monthly lunchtime webinars, making Passport an essential continuing education and reference tool for all new hires and existing professionals.

Passport Courses Include:
  • Excel Crash Course
  • The Ultimate Excel VBA Course
  • Accounting Crash Course
  • Analyzing Financial Reports
  • Corporate Finance Crash Course
  • Crash Course in Bonds and Debt
  • Advanced Accounting
  • Financial Statement Modeling
  • Discounted Cash Flow (DCF) Modeling
  • Mergers & Acquisitions (M&A) Modeling
  • Trading Comps Modeling
  • Transaction Comps Modeling
  • Leveraged Buyout (LBO) Modeling
  • Bank & FIG Modeling
  • Real Estate (REIT) Modeling
  • Oil and Gas Industry Modeling
  • Restructuring Modeling
Online Training + Assessments

The Online
Analyst & Associate
Training Program

Investment banking onboarding with individualized assessments and action plans; For banks with incoming classes of fewer than 10.

$1,299/user. Enterprise pricing available.

Designed for: IB

Online training for: Investment Banking Analysts & Associates

Ideal for investment banks with new-hire classes of fewer than 10, Wall Street Prep’s Online Analyst & Associate Training Program is a 100% online curriculum that provides the same level of content depth and structure as multi-week live analyst training seminars. It prepares new hires for life on the desk by delivering the “core analyst skill set” of financial and valuation modeling with a focus on Excel best practices and efficiency.

Trainees follow a focused curriculum and meet deadlines for completing assignments. Unlike many other training providers, we thoroughly test trainees via online assessments. Progress is shared with training managers in real time, and we bring struggling trainees up to speed with additional coursework, assessments and individualized action plans.

Program Topics Include:
  • Excel
  • Accounting
  • Financial Statement Analysis
  • Navigating Financial Reports
  • Bond Math and Analysis
  • Modeling Best Practices
  • Financial Statement Modeling
  • Discounted Cash Flow (DCF) Modeling
  • Mergers & Acquisitions (M&A) Modeling
  • Trading Comps Modeling
  • Transaction Comps Modeling
  • Leveraged Buyout (LBO) Modeling
Live Training

Building an Integrated Operating Model

Ideal for corporate finance, equity research and buy-side professionals; Often paired with valuation, M&A and LBO modeling training.

Priced by seminar duration.

Designed for: IB PE AM CF ER

Live training for: Investment Banking, Private Equity, Asset Management, Corporate Finance and Equity Research

Understanding how to construct a fully integrated financial statement model is a critical skill for finance professionals across a variety of functions including investment banking, equity & fixed income research, accounting, corporate finance, and business development.

This intensive instructor-led training program takes trainees through the process of building a fully integrated 3-statement financial model in Excel using an intuitive, step-by-step approach. Participants learn by doing as they build models from scratch using real case studies. The program is a synthesis of Excel modeling, accounting, the analysis of financial reports, and corporate finance.

*This course is often paired with valuation, LBO and M&A modeling training.

Program Topics Include:
  • Excel Modeling Best Practices
  • Financial Statement Modeling

Often Paired With the Following Training:

  • Discounted Cash Flow (DCF) Modeling
  • Mergers & Acquisitions (M&A) Modeling
  • Trading and Transaction Comps Modeling
  • Leveraged Buyout (LBO) Modeling
Live Training

The FP&A Technical Mastery Program

Designed to fill the most common knowledge gaps we see FP&A and corporate finance professionals exhibit again and again.

Priced by seminar duration.

Designed for: CF FP

Live training for: FP&A, Corporate Finance, Accounting & Treasury Professionals

In addition to the training programs listed here, Wall Street Prep has extensive experience designing customized training programs for investment banks, private equity firms, investment funds, Fortune 1000 companies and corporate finance teams.In addition to the training programs listed here, Wall Street Prep has extensive experience designing customized training programs for investment banks.

Program Topics Include:
  • Financial Accounting
  • Financial Statement Analysis
  • Being More Efficient with Excel
  • The power of Excel’s lookup & reference
  • Excel Modeling Best Practices
  • Financial Statement Modeling
  • Excel Model Outputs
  • Variance Testing
  • How the Street Values Us
  • Soft Skills for New Hires
Live Training

Advanced Excel

Turn your professionals into Excel “Power Users” by introducing them to time-saving shortcuts and lesser-known functions and features.

Priced by seminar duration.

Designed for: IB PE AM CF FP ER

Live training for: Anyone with a solid foundation in Excel looking to take their skills to the next level.

Typically taught over 1-2 days, this program will turn intermediate-level Excel users into advanced “Power Users.”  We introduce time-saving shortcuts and lesser-known but highly effective functionality with a focus on the development of problem-solving skills using Excel’s wide array of functions. This course is often paired with our “Crash Course in Excel” and “Excel VBA” online courses.

Program Topics Include:
  • Power Shortcuts & Auditing Tools in Excel
  • Understanding Array type functions
  • Adding Complex Criteria to Various Functions
  • Working with Large Data Sets
  • Text Functions: The Little Known Lifesaver
  • Putting it All Together: Problem Solving in Excel
  • Presenting Data & Variance Testing

In addition to the training programs listed here, Wall Street Prep has extensive experience designing customized training programs for investment banks, private equity firms, investment funds, Fortune 1000 companies and corporate finance teams.

Discuss a customized training engagement

Watch: The Wall Street Prep Advantage

Wall Street Prep clients include:

WSP training topics include:

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

On-boarding new hires

Wall Street Prep’s on-boarding training fills the knowledge gaps common of new hires who have never experienced life on the desk. Our experienced instructor-practitioners focus on the practical application of topics most trainees have only seen on an theoretical level. We work with all group sizes to deliver the “core analyst skill set” of financial and valuation modeling with a focus on Excel best practices and efficiency.

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. Regardless of background, each instructor goes though our training development program to become well versed in Wall Street Prep’s established training methodologies. View instructor bios.

Reach an in-house training representative

To learn more about our corporate training offering, fill out the form below or call us at 617-314-7685.