Wall Street Prep

Industry-Leading Markets TrainingIndustry-Leading Markets Training

Since 2004, Wall Street Prep has been a global leader in financial technical training at investment banks, private equity firms, investment funds, and Fortune 1000 companies

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Investment Banks Across the World Have Switched Their Training to Wall Street Prep. None Have Switched Back.

Intern, New Hire and Continuous Professional Development programs designed specifically for the markets experience.

A global bench of experienced instructors who are former salespersons and traders

Regional-specific content with dedicated case studies and exercises for Americas, EMEA and Asia Pacific

Purpose-built technology platform that provides the deepest Markets course library in the industry

Skills We Teach:

Wall Street Prep Has Deep Experience Partnering With
Learning & Development at Global Investment Banks

Client: Global Investment Bank, Markets Division
Improving Markets Training Relevance

Wall Street Prep reimagined markets training across a broad group of new hires at a global investment bank: Sales & Trading, DCM – Debt Origination and Quantitative Roles.

Client: Top 5 Global Investment Bank
Graduate IBD and Markets Training

Wall Street Prep provides end-to-end graduate and intern training across the firm's global IBD and Markets divisions, managing multiple streams across multi-week in-person sessions and asynchronous continuing development.

Client: "Bulge-Bracket" Investment Bank
Operations-Targeted Markets Training

A leading global investment bank looked to Wall Street Prep to provide operations targeted markets training to new hires spread across 10+ countries.

A Global Team of 60+ Markets Instructors

  • Eric Cheung

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  • Hugo Faria

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  • Shruti Garodia

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  • Alan Chao

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  • Bill Addiss

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  • Michelle Behrend

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  • Italo Lombardi

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  • Steve Cosham

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  • Kavi Berns

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  • Marcin Krolikowski

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  • Pete Boukouzis

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  • +70 More Instructors Covering All Finance Sectors & Groups
"We’ve built a truly unique program that replicates the day-to-day experience of markets professionals. Learners gain key technical and professional skills and learn to apply them in morning meetings, on the trading floor, in pitches, sales memos and other presentations. It is hands down the most relevant and complete markets training around."
Michelle Behrend
Markets Instructor-Practitioner

Finance Passport© Delivers the Largest Catalog of Online Markets Training Content

Finance Passport© offers an unrivaled depth of content created specifically for IB and markets professionals. Relevant learning and innovative technology enable L&D to deliver the right training at the right time to new hires and existing professionals.

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
  • Assignment Setup
  • Learning Groups
  • User Management
  • Progress Reporting
  • Training Scheduler
  • Message Users
Assignments & Due Dates
Learner Stream 1Markets(64 Learners)
Due Date
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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)
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

"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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