Wall Street Prep
  • How to succeed in the modern FP&A function
  • The Power and Art of Business Modeling
  • Data Visualization & Storytelling
  • Strategic Financial Planning & Analysis

Delivering a full range of FP&A skills

Wall Street Prep's FP&A Technical Mastery Boot Camp will equip your hires with a cross-functional understanding of accounting, finance, corporate strategy and industry dynamics while developing technical skills in Excel financial modeling and forecasting as well as "soft skills" such as leadership and presentation acumen. It will hone the technical skills your team uses most while enforcing across-the-board analysis and forecasting consistency and best practices.

Upcoming FP&A Boot Camps

Attend From Anywhere, Anytime: All in-person boot camps will also be offered online if you cannot attend in person. Plus, registration gets you unlimited attendance to any FP&A boot camp in any city for next 12 months.

Trainee Reviews

Nov 11, 2020
"It was extremely helpful to get an intermediate knowledge, beyond the basics, but not too complex. It did not feel like a two-day training-it was much more engaging than past training that I have been in."
Elizabeth M.
May 12, 2020
"Exceptionally good course! Extremely enjoyable. I learned so much in these 3 days. Carl is engaging, patient, personable, knowledgeable, and a highly effective communicator. He is an outstanding presenter! This is the best training I've attended. Thank you, Carl! I'll be sure to check out other training offerings."
Sally G.
Jan 21, 2020
"Engaging, captivating, educational, motivational.Compared to previous experiences, the instructor was more direct and to the point. Also had a good breadth of knowledge on everything he covered. Did a great job or answering questions and relating the material to real life stories."
Daniel Philpot
Nov 6, 2019
"It improves efficiencies, expands capabilities, and is relevant to anyone working in/interested in corporate finance. It's the best course I've participated in. I learned a lot!”"
Nathan H.
Oct 14, 2019
"“Everyone in finance/FP&A should take this course. It helps save time in model building, dynamic tables, and representations. This was excellent. The instructor is an extremely knowledgeable teacher. He is an asset to Verizon's learning curriculum."
Ryan C.
Oct 14, 2019
"Any Excel user will benefit. The knowledge gained in this course is more relevant and can be applied to financial modeling."
William K.
Sep 9, 2019
"I think the learnings will be an immediate value added to my day to day work. I really enjoyed the instructor disposition and teaching style."
William R.
Aug 13, 2019
"The training is really helpful for a basic to intermediate knowledge level. I would definitely recommend this instructor as he gives several ways to achieve the same results and the nuances of each."
Piotr S.
Aug 8, 2019
"I thought the course material was all inclusive. It covered from the basics of excel all the way to thinking of how to address business problems. The instructor is an excellent teacher who connects with individuals at all levels."
Alma C.
Jul 17, 2019
"I think this training offers a set of great tools and resources that can be applied to most models, in order to reduce time in the actual execution of models, and allowing more time in the analytical part."
Jose M.
May 28, 2019
"The training program really helps us build models easier. The instructor taught us a lot of new techniques using Excel functions. And I really enjoyed the case study that was provided--it inspires me to think more behind the numbers and how we can improve through the analysis."
Ruwei T.
Mar 20, 2019
"Good way to introduce yourself to VBA. Very excellent teacher, clear, helpful, very pleasant."
Marie-Helene A.
Jan 15, 2019
"Appropriate difficulty level. Really appreciate that this doesn't waste time teaching basic sums. It was most helpful to see different dashboards and different ways to structure/present data. This got me most excited and gave me a ton of ideas to improve my own work. This is much better than other training programs."
Victoria Simons 
Nov 27, 2018
"Very informative and interactive. Carl provides great instruction and allowed time for one-on-one help, which was a huge plus."
Cinda B.
Nov 27, 2018
"Great deep dive into FP&A-relevant Excel techniques with great hands on examples. Highly recommend it!"
Joseph S.
Nov 27, 2018
"Very good tools to use for efficiency. Roughly 90% of the material covered was new to me and worth incorporating into my work. Great seminar!"
Claire L.
Mar 13, 2018
"I enjoyed Carl’s energy. It made the days go by faster. The first day’s material was the most helpful for my day-to-day job. I also liked the hands-on aspect of the materials that I can continue to reference."
Stephanie R.
Mar 13, 2018
"This was a great refresher for those of us that have been FP&A for a while. Will recommend to junior staff with about two-year experience to grow their knowledge."
Kelly L.
Mar 13, 2018
"Great class, lots of relevant information. Carl is a very engaging presenter."
Dan S.
Mar 13, 2018
"Excellent presentation quality, delivered in a very easy to grasp method. Spoke of relevant, real-life business applications of models and scenarios."
Brianne M.
Mar 13, 2018
"Covers stuff that otherwise doesn’t get attention."
Dino G.
Mar 13, 2018
"Teacher is so friendly. I think the class is useful for people in my position level."
Seulah L.
Mar 13, 2018
"Carl is an excellent speaker and instructor—thank you! Great Excel knowledge."
Nicholas A.
Mar 13, 2018
"Engaging instructor and very useful Excel tips and formulas introduced that I would not otherwise have known about."
Tina Y.
Mar 13, 2018
"Great material was covered, especially Excel formulas."
Mandeep K.
Mar 13, 2018
"Great examples and stories. Very knowledgeable instructor."
Rachel B.
Mar 13, 2018
"All companies should require this training. It is practical and can be used immediately in any organization."
Cherelle M.
Mar 13, 2018
"The training is very good at boosting Excel skills and making your Excel use more efficient."
Josh R.
Mar 13, 2018
"We covered a lot! I will be able to apply the material we learned right way in my consulting practice."
Roopal P.
Mar 13, 2018
"I would recommend it, be very relatable to many of my colleagues. Very good, great class."
Adam H.
Feb 27, 2018
"Very dynamic. We covered a lot of topics that, at least in my company, would be huge if we implemented them."
Hillary B.
Feb 27, 2018
"Great view of what FP&A should be!"
Robert B.
Feb 27, 2018
"Very practical, engaging, and useful. Thanks Carl. I enjoyed the training and can’t wait to apply a lot of what I learned at work!"
Feb 27, 2018
"From an FP&A perspective this is the most beneficial course I have taken that I can apply directly to my job."
Kyle C.
Feb 27, 2018
"Incredible! This course was great. Worth every second and dollar. Carl really knows what he’s doing—amazing."
Josh B.
Feb 27, 2018
"Carl is articulate and well versed. He also provided many concrete examples."
Feb 27, 2018
"Great view of what FP&A should be."
Robert B.
Feb 27, 2018
"It’s an excellent training, would highly recommend."
Anna S.
Feb 27, 2018
"Good application practice. Good instructor’s knowledge and ability to teach."
Ryan B.
Feb 27, 2018
"Thought it was very well done."
John B.
Feb 27, 2018
"Very practical, engaging, and useful. Thanks Carl. I enjoyed the training and can’t wait to apply a lot of what I learned at work."
Feb 27, 2018
"From an FP&A perspective this is the most beneficial course I have taken that I can apply directly with my job."
Kyle C.
Feb 27, 2018
"Very dynamic—we covered a lot of topics that, at least in my company, would be huge if we implemented them."
Hillary B.
Nov 28, 2017
"Awesome templates and exercises on data visualization. Comprehensive overview of modeling, data visualization, and concepts."
Sarah M.
Nov 28, 2017
"Very practical and applicable to day to day operations."
John P.
Nov 28, 2017
"I liked the training a lot, very good examples presented that I can use to apply in my current job. I found this class very beneficial."
Sveta T.
Nov 28, 2017
"It’s good to know and a great follow up to the modeling course. Really enjoyed the real-life examples."
Wes D.
Nov 28, 2017
"I thought this was a great course. Very interesting and helpful."
Chelsea S.
Nov 28, 2017
"I would recommend because it helped fill in Excel Blank spots and gave me ideas of how to build models."
Dylan H.
Nov 28, 2017
"Fantastic job on the class; learning about what the instructor’s real life experiences is what engages me in class."
Neil D.
Nov 28, 2017
"Great use of 3 days! Helpful, immediately applicable info that was presented very clearly! Really enjoyed the past 3 days and learned a lot."
Elizabeth O.
Nov 28, 2017
"Comprehensive and passionate teacher. This was a very developed program!"
Kristin A.
Nov 15, 2017
"I like the Excel model samples we received, they will be a good reference in the future."
Nov 15, 2017
"Yes, great refresher and I learned more about Excel."
Jayesh P.
Nov 15, 2017
"Carl is a talented presenter and did a good job of keeping us engaged with real life examples and stories. The example files will be awesome to have for future use."
David D.
Nov 15, 2017
"This training has provided the needed skills to complement knowledge/experience that I have in the areas of finance/accounting."
Biodun A.
Nov 15, 2017
"The materials were excellent as was the teaching and sharing. Fun and interesting too! I loved it and leave with many helpful take-aways that I will work to develop and implement through our Finance and Accounting team."
Mike S.
Nov 15, 2017
"The training was an awesome comprehensive Excel course. Useful information to all professionals in any industry."
Megan C.
Nov 15, 2017
"This course provides great examples and hands-on experience from a very knowledgeable instructor."
Claire S.
Nov 15, 2017
"Carl was extremely knowledgeable and did a great job balancing the technical parts of the training with real-life scenarios on how the tools would be applicable in the real world."
Paul N.
Nov 15, 2017
"Extremely applicable for anyone in FP&A."
Nov 15, 2017
"Provided very useful tools, lessons, shortcuts and information on model building. Very detailed yet comprehensive. Excellent course, I learned a lot."
Fedora G.
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Further Reading: Learn More About FP&A


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