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Wall Street Prep

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.

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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.

Global Financial Institutions

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Boutique
Investment Banks

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Private Equity

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Asset
Management

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Markets/
Sales & Trading

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Corporate
FP&A Teams

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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 Journies
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 leaner'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

One Global Provider For All of Your Training Needs

Whether you’re looking for a multi-week program across multiple geographies, a customized program
for a unique population or enhancements for internal training, we’ll work with you.

Technical Skills

Accounting, Financial Modeling, Valuation, Excel, etc.

Markets

Capital Markets, Equities, Fixed Income, ESG, etc.

Finance & Technology

Python, Visual Basic, Data Science, etc.

Communication & Leadership

Presentation, Writing, etc.

Download Full Topic List
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
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Small Team Training Options

Virtual Boot Camps
for Small Teams

1:1 or Small Team
Private Coaching