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Is Wall Street Prep Worth It?

Complete Guide to Understanding the Wall Street Prep Certification (Premium Package Course)

Last Updated January 13, 2024

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Wall Street Prep | About Us

“Learn financial modeling and valuation from Wall Street’s top training provider”

Investment banks most often recruit candidates attending undergraduates and MBAs from top “target” schools, such as Harvard, Wharton, NYU, and Princeton.

While bankers are still recruited out of “non-target” schools, the process is less formal and structured.

Most prospective investment bankers pursue undergraduate degrees in finance, business, economics, and accounting, but it is not an application requirement at investment banks.

The statement above can be confirmed by the number of hires with liberal arts and engineering degrees, as banks focus on finding bright, motivated students that can be trained internally and molded, regardless of prior education.

In fact, it is widely recognized that the primary determinant of whether a candidate will get an interview are GPA, the reputation of the undergraduate or MBA program, and past work experience.

The result is that those interviewing for investment banking jobs as well as those eventually landing jobs as incoming analysts (and to some extent associates) have a wide variance in relevant academic backgrounds.

Even for those with undergraduate finance concentrations, the academic skill set is not directly applicable; at most schools, students never learn how to actually perform the types of analysis or build the types of models they would find themselves building on the job from day one.

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Industry-Recognition of Wall Street Prep Certification

Investment banks hire companies – such as Wall Street Prep – to provide the highest-quality, rigorous training programs for new hires, with some programs lasting over 2 months).

The objective of Wall Street Prep’s Premium Package Certification is for individuals to gain access to the same type of training provided to the top investment banks, private equity firms, and business programs (undergraduate and MBA).

That way, all candidates, even those attending less prestigious schools, have a higher likelihood of landing an offer at the leading firms, as they are equipped with the skill set necessary for the job.

The courses are made available directly to all students, new and experienced hires alike, and are designed to enhance the skills and competitive profile of prospective investment bankers by equipping them with the skill set they will use daily on the job.

Wall Street Prep Certification Program Eligibility

Certification is issued only upon passing an online examination (70% is the passing score) which tests the concepts taught in the Premium Package and live seminars.

Upon passing the certification requirements, trainees can place the credential on their resumes, since simply enrolling in a program does not signal to recruiters that one actually completed the program.

Is a Financial Modeling Certification Necessary?

The primary determinants of whether a candidate will get an interview are the following:

  • Undergraduate/MBA Program Reputation (Target vs. Non-Target)
  • GPA and Test Scores (SAT, GMAT)
  • Networking Prowess
  • Relevance of Past Internship (or Work) Experience

If you do not have those things in place, no certification will help you, so prioritize those first.

However, when those other elements are in place, the certification can help “round out” the profile.

Do Investment Bank and Private Equity Recruiters Care?

In a nutshell, some recruiters care while others do not.

The reason is that since Wall Street Prep works directly with corporate clients, the certification is a “seal of approval” of sorts that hinges on the reputations of the training providers.

At Wall Street Prep, we consistently receive calls from employers to validate certification claims on candidates’ resumes – employers would only do this if the certification mattered.

For international students and students that come from a liberal arts background, certification is a highly effective way to demonstrate basic competence in financial concepts and modeling.

So those who complete the program and receive our certification have the option to place it on their resumes. While some recruiters might not view the credential as a “significant” resume booster, others believe that the certification does in fact enhance a student’s academic profile.

But frankly, understanding financial modeling can only serve to benefit you in interviews and on the job.

The Bottom Line

It should be noted that some have argued that such a credential may potentially be counter-productive because it will expose the trainee to more challenging technical questions.

This is a red herring; it is true that the more candidates represent what they know during interviews, the more they will be challenged.

But this is not unique to candidates who complete a program like this: A finance major will undoubtedly receive more challenging technical questions than a music major.

But stronger resumes are also more likely to lead to an interview in the first place.

From our experience, if the candidate is careful about not “overselling” the experience, the advantages of using such a Certification as a credential far outweigh any perceived risk.

In closing, Wall Street Prep’s certification offers a way to gain confidence and succeed in interviews and during the networking process by providing students with intuitive, step-by-step training in what they would actually be doing on the job.

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Everything You Need To Master Financial Modeling

Enroll in The Premium Package: Learn Financial Statement Modeling, DCF, M&A, LBO and Comps. The same training program used at top investment banks.

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February 27, 2019 9:41 pm

I highly recommend WSP. I did their self study program and learned an incredible amount of information you would never see at the university level in such detail. It’s not a waste of time if you truly learn and figure out how to market the information. Basically, you have to… Read more »

Aakash Kumar Gupta
June 11, 2015 4:08 am

What is the validity of a premium package account once I register? I mean is there a maximum time limit for course completion once I enroll?

February 21, 2019 10:22 am


What is the average number of hours in total needed to complete the Premium Package?

Jeff Schmidt
March 5, 2019 5:19 pm
Reply to  Pranav


The premium package consists of 6 modules with around a total course material time of 45 hours, so I would assume a total time required of about 50-60 hours including the exercises and quizzes.


Gagan Patel
August 13, 2018 12:52 pm

Is training program is good or online program? Do both provide certificate

Haseeb Chowdhry
August 15, 2018 6:33 pm
Reply to  Gagan Patel

Gagan, Passing the WSP certification exam will help you obtain the certificate. Going to the class will help you get an in-class experience of the content that you will be tested on in the Certification exam. It depends on how well you learn in a classroom, or on your own… Read more »

Peter Bergh
March 19, 2024 10:52 pm

Do you have lifetime access if you want to take the course more then once?

Brad Barlow
March 20, 2024 12:43 pm
Reply to  Peter Bergh

Hi, Peter,

Yes, you have lifetime access to the courses you purchase. Let [email protected] know if you have trouble.


John Anton
March 5, 2024 8:15 pm

How many attempts do you receive on the financial modeling exam in the event of a failing score?

Last edited 1 month ago by John Anton
Brad Barlow
March 7, 2024 1:44 pm
Reply to  John Anton

Hi, John,

There is one retake exam, so two total attempts. But we can also reset your exam scores if you want to take them again. For that, you’ll need to email [email protected].


January 17, 2024 8:28 am

One question
Does the FIMC and EMC courses have a lifetime validity?!

Brad Barlow
March 20, 2024 12:45 pm
Reply to  OSA

Hi, Osa,

Yes, our courses should have lifetime validity, email [email protected] if you have trouble.


Sankalp Mallela
December 17, 2023 1:05 am

I failed a test, took the retest, and failed again. How do I get another try on the test?

Brad Barlow
December 18, 2023 3:23 pm

Hi, Sankalp,

Please direct exam retake questions to [email protected]. They will set you up for another retake.


Ghaida Aldukhayel
October 9, 2023 1:15 pm

Since all the questions about the number of attempts are old, 1- is it possible to tell me how many attempts there are for the premium package course now? , also it says you have 1 attempt in the page before beginning the exam. 2- Do I need 70% for… Read more »

Brad Barlow
March 20, 2024 12:49 pm

Hi, Ghaida, The premium package course exams appear to have a 50% pass rate, to each have 20 questions, and to each have one retake exam. However, we can reset the exam scores if you need an additional retake. Let me know if you find anything contrary to this, and… Read more »

Robin Cherian
August 3, 2023 1:02 pm

Do u provide a physical copy of the certificate in addition to the online one after we have passed the exam

Brad Barlow
August 7, 2023 2:27 pm
Reply to  Robin Cherian

Hi, Robin,

I believe we can, but please direct this question to [email protected].


May 16, 2023 10:45 am

Once we buy this is there a time limit to complete or can we go at our own pace and finish the premium package whenever?

Brad Barlow
May 18, 2023 11:33 pm
Reply to  Muhammed

Hi, Muhammed,

Your purchase should procure indefinite access, but if you run into any problems, just let [email protected] know.


March 8, 2023 5:53 am

EXCELLENT course, totally worth the money. I exceeded my boss expectations during my Investment Banking Summer Internship at a BB.

Last edited 1 year ago by Brad Barlow
Addisu Degefu
January 3, 2023 12:03 am

What is promo cod? how can I get it Promo Code:

Brad Barlow
January 4, 2023 4:43 pm
Reply to  Addisu Degefu

Hi, Addisu,

When you click on the enroll today button at the bottom, they provide a coupon code for checkout.


yanbin lin
June 3, 2022 1:35 pm

where can I take the certification exam? I can’t find any link for the certification exam on the Wallstreet website? Thank you.

Brad Barlow
June 7, 2022 2:54 pm
Reply to  yanbin lin

Hi, Yanbin,

To take our certification exam, you must purchase and complete our premium package, which you can find on the website (there is a link to it in the article).


Rishabh Agarwal
March 7, 2022 12:58 pm

Hello, what are the key differences between FPAMC and Financial and Valuation Modelling (Premium Package)?

Tuck Northrop
November 30, 2022 5:14 pm

Rishabh, The FPAMC provides the skills needed to succeed as an FP&A professional and focuses on building operating models, long-range planning, and visualizing analysis with Excel dashboards. The Premium Package is geared towards investment banking and private equity professionals. It includes Excel Best Practices, Financial Statement Modeling, DCF modeling, Comparable company… Read more »

March 28, 2021 8:30 pm

Can someone tell me if you should have a finance/business background to take this Financial Modelling Premium certification? Or is this supposed to be for beginners?

Jeff Schmidt
March 29, 2021 11:32 am
Reply to  Kenneth


You should have a strong enough finance background to answer complex modeling questions.


Jeff Schmidt
March 23, 2021 10:44 am


I would reach out to support at wall street prep dot com for further assistance with this.


Maria Alexopoulou
January 13, 2021 3:46 pm

I plan to take the ultimate excel vba course exams and it just seems to me that 138 questions are a lot for only 90 minutes. Do I only have two attempts?

Jeff Schmidt
January 13, 2021 3:52 pm


Yes, I believe that is correct. If you would like more info I would reach out to support at wallstreetprep dot com.


October 18, 2020 4:28 am

Q1. With your premium package will there be exam for each 6 courses or will there be just one certification exam??
Q2. Can it can used as a designation like CFA or CA ??
Q3. Is your course updated to 2020 with new case studies??

Jeff Schmidt
October 18, 2020 1:26 pm
Reply to  Rachit


1. It’s just one exam.
2. There’s no prohibition against using it like that but I probably wouldn’t.
3. No, it doesn’t matter which courses you completed (the new Apple course or the old Apple course).


Edgar Andrés
August 31, 2020 11:55 pm


Do you have a full package of all online courses premium+powerpoint + project finance, etc.?


Jeff Schmidt
September 1, 2020 8:49 am
Reply to  Edgar Andrés


I would reach out to [email protected] to see what we can do.


Martin Verzier
August 29, 2020 3:57 am

Hi WSP team,
I just bought the Project Finance Modelling course, and I intend to get the premium package once I have completed it. I saw that the premium package comes with lifetime access . Is it the same for the project finance course ?
Many thanks,

Jeff Schmidt
August 29, 2020 7:56 am
Reply to  Martin Verzier


I would reach out to [email protected] for that information.


July 21, 2020 1:32 am

Two questions:
1. Does the course have a lifetime validity ?
2. Do you provide financial aid ?

Thank you

Jeff Schmidt
July 21, 2020 10:15 am
Reply to  Suraj


1. Yes.
2. No.


Jeff Schmidt
June 20, 2020 3:49 pm


They are similar: the new FSM/DCF courses are updates to the older Apple course. If you plan to take the Certification Exam it shouldn’t matter which FSM or DCF course you took.


Matome Tsholetsa Malema
May 16, 2020 1:40 pm

Can I sit for the online exam and if I fail, make another attempt immediately thereafter, say 6 hours later especially if my mark was very close to the pass mark

Jeff Schmidt
May 16, 2020 1:50 pm


Unfortunately no, there is a one-month waiting period between exams.


Kezia Acquah
May 16, 2020 10:25 am

Please I failed the wall street prep certification exam, how do I retake it?

Jeff Schmidt
May 16, 2020 11:49 am
Reply to  Kezia Acquah


You have to wait a month to re-take. You should email [email protected] for inquiries.


October 29, 2020 11:10 am
Reply to  Jeff Schmidt


If you fail twice, is a retake no longer an option?

Jeff Schmidt
October 29, 2020 11:21 am
Reply to  Waleed


That is correct.


May 15, 2020 9:48 am

For the course exams it says there is “one attempt”, what happens if you fail this exam?

Jeff Schmidt
May 15, 2020 10:07 am
Reply to  Paul


You get one attempt and one re-take.


May 15, 2020 6:53 pm
Reply to  Jeff Schmidt

So if one were to fail e.g. excel crash course exam, then a retake should be available after one month?

Jeff Schmidt
May 16, 2020 1:50 pm
Reply to  Paul


Yes, there is a retake for the Excel exam, but in this case, there is no one-month waiting period.


May 16, 2020 5:19 pm
Reply to  Jeff Schmidt

Thanks – i failed one of my course exams and seem to have no option to retake though. Is this something that could be decided by the company one work for maybe?

Jeff Schmidt
May 16, 2020 5:53 pm
Reply to  Paul


Yes, I believe that is an option.


Bandar Ewain
August 18, 2019 12:50 am

I have 16 courses on my courses page, which ones are included in the certification exam? and can I know the weights for each course in the exam

Jeff Schmidt
August 19, 2019 5:27 pm
Reply to  Bandar Ewain

Bandar: The certification exam consists of 50 multiple-choice questions and focuses on major topics covered throughout the self-study course; each of the major areas (financial modeling, DCF, Comps, M&A, and LBO) is fairly equally represented on the exam. It typically takes 2.5-3 hours to complete the exam, which must be… Read more »

November 14, 2019 1:18 pm
Reply to  Jeff Schmidt

How many time I can take the exam if failed?

Jeff Schmidt
November 18, 2019 10:24 am
Reply to  Ruba


You have three attempts to take the exam.


July 3, 2019 12:14 pm

Hello! Can I download the videos once I pay for the premium package?

Jeff Schmidt
July 3, 2019 2:32 pm
Reply to  Mridul


There is a download icon above each video that you can use.


Haseeb Chowdhry
October 15, 2018 3:05 pm

James, 1) You will get access to our self study materials. Currently we do not have videos produced for this course. 2) As mentioned, this course is self-paced – you should assume about 2-3 days of time to devote to the course to fully complete it 3) Please email [email protected]… Read more »

Zaman Dubey
September 24, 2018 12:43 am

Does the Premium Package access expire? How long do I have before I must complete the exam?

Haseeb Chowdhry
October 8, 2018 6:18 pm
Reply to  Zaman Dubey


If you purchase the Premium Package you will have lifetime access. Access to the Certification Exam will not expire. You can take the exam at any time.

Es Kim
September 21, 2018 3:17 pm

Would you recommend taking the online premium package course first and then also taking the boot camp in-person course for F & V modeling or is that essentially the same curriculum and redundant?

Haseeb Chowdhry
September 21, 2018 7:55 pm
Reply to  Es Kim

I think that’s a good approach – the live course gives you a flavor of some time pressure, and you benefit from the instructor’s perspectives on modeling/valuation. The premium package offers more courses than the live instruction, but it depends on how disciplined you are in watching online videos. 🙂

Gagan Patel
August 13, 2018 12:44 pm

How many retakes can we take in total?

Haseeb Chowdhry
August 15, 2018 1:18 pm
Reply to  Gagan Patel


You have 2 attempts per exam – thanks.

Gagan Patel
August 16, 2018 12:08 am

That means 1exam and 2 additional attempts?

Haseeb Chowdhry
August 16, 2018 10:15 am
Reply to  Gagan Patel


It means 1 exam and 1 additional attempt – thanks!

May 29, 2019 10:04 pm

users may attempt to take it no more than 3 times within 24 months from the date of enrollment.

Jeff Schmidt
May 30, 2019 1:15 pm
Reply to  Egoicochea

This is correct. But there is a one month grace period in-between attempts.


Patrick Dunne
May 29, 2018 3:25 pm

Which courses are the most important to pass the Excel exam? Will the test cover all of the courses, or only a select few?

Haseeb Chowdhry
June 1, 2018 12:43 pm
Reply to  Patrick Dunne


For the Excel exam specifically, I would make sure I go through the Excel Crash Course thoroughly. Hope this helps.

– Haseeb

February 24, 2022 9:40 pm

Does Excel Crash Course has Certificate of completion ?

Brad Barlow
February 27, 2022 7:38 pm
Reply to  Afsfga

Hi, Afsfga, You can send an email to [email protected] to inquire about a certificate for the Excel Crash Course. But we would strongly recommend completing our financial modeling and valuation course for that certification, which is more highly valued (and which assumes you have completed the necessary course work in… Read more »

May 29, 2018 1:00 am

Hi Haseeb,

Another question. Do you train on Interview Questions and Answers. If so , which program is that? I could not find it in any of the packages. Thanks.

Haseeb Chowdhry
October 14, 2018 10:28 pm
Reply to  Zaki


We do have a private tutoring program – if you are interested please email [email protected] to find out about our private services – thanks!

May 29, 2018 12:56 am

Hi Haseeb, I have graduated from Masters in Economics in Canada and I went back to my country and it has been almost years since. But I want to find a job in Toronto. You can say I am not a recent grad. Do you think Wall Street Prep only… Read more »

Haseeb Chowdhry
August 13, 2018 3:53 pm
Reply to  Zaki


WSP is a great continuing education / re-tooling resource – the topics discussed here will definitely help in recruiting for boutique IB banks or sell-side research companies – thanks!

– Haseeb

Samuel Low
May 15, 2018 1:15 am

Hi, Where can I have the re-take of the examination?

Haseeb Chowdhry
May 15, 2018 10:11 am
Reply to  Samuel Low


After you take the exam and don’t pass, there is an automatic link available for a re-take. Let me know if you are having trouble with this – thanks.


Samuel Low
May 15, 2018 11:20 pm

Hi Haseeb,

I do not see the link available for a re-take. Is there any other alternative that I can re-take?

Haseeb Chowdhry
May 16, 2018 12:15 pm
Reply to  Samuel Low


Please reach out to [email protected] regarding this matter – thanks.

– Haseeb

March 23, 2018 3:43 pm

Would the Premium Package benefit someone desiring to go into corporate finance, or is it mostly geared toward investment banking?

Haseeb Chowdhry
March 29, 2018 9:40 pm
Reply to  George


The premium package would definitely help someone going into any field within corporate finance; either at a company or at an investment bank.

– Haseeb

March 6, 2018 1:21 am

Would you say obtaining this certification helps when I’m applying to a top tier MBA program? Especially for someone who is not a finance major.

Haseeb Chowdhry
March 6, 2018 11:01 am
Reply to  Dylon


It definitely demonstrates your desire to become more proficient in finance, so yes, it would help.

– Haseeb

Haseeb Chowdhry
May 4, 2018 4:57 pm


If you’ve finished an exam and do not pass, you will get a prompt for a re-take. We allow 1 re-take per user. Hope this helps!


March 3, 2018 3:02 pm

How many hours the exam and do I needs to pay the course and exam?

Haseeb Chowdhry
March 6, 2018 11:02 am
Reply to  Cathy


We recommend you go through all courses in our Premium Package before you take the certification exam – thanks.

– Haseeb

Nicholas Paley
February 19, 2018 9:20 pm


I was curious as to what happens if you do not pass the exam? Whether it be on your first attempt or additional attempts.

Thank you,

Haseeb Chowdhry
February 25, 2018 10:25 pm
Reply to  Nicholas Paley


You have a maximum of two attempts to pass the exam – hope this helps!

– Haseeb

April 27, 2021 9:43 am

How can I retake it ? I have only used 1 attempt 3 months ago but I have not been able to retake it

Jeff Schmidt
April 27, 2021 11:33 am


I would reach out to support at wallstreetprep dot com for help on this.


October 5, 2017 12:14 am

Hi. I would like to know the format of the exam. How many attempts we get and is the exam taken online? Thank you.

Haseeb Chowdhry
October 5, 2017 1:17 pm
Reply to  Amaan


The certification exam consists of multiple choice and fill in answers. You get two attempts to pass the exam, and yes, the exam is administered online.

Lin Shi
June 16, 2017 5:12 am

I’ve purchased the 3-day Financial and Valuation Modeling Boot Camp package – will this give me access to the exams? Thank you.

Haseeb Chowdhry
June 16, 2017 4:39 pm
Reply to  Lin Shi

Lin – please reach out to [email protected] for this question – thanks!

June 15, 2017 12:23 am

Thanks Haseeb

June 12, 2017 10:12 am

Can we only appear for the examination without enrolling for the premium package?

Haseeb Chowdhry
June 13, 2017 9:36 am
Reply to  hasmit


You cannot get access to the exams without purchasing the premium package, so it’s in your best interest to review the materials in the premium package before taking an exam. Hope this helps!

June 14, 2017 2:41 am

Well i just want to appear for the exam as am well versed with the content ,as i am a financial modeler.It would be great if am able to just give exam or almost by paying something am at-least able to appear for the exam

Haseeb Chowdhry
June 15, 2017 12:28 pm
Reply to  hasmit


As this is a very specific request, please reach out to [email protected] – thanks!

May 1, 2017 11:28 am

I am willing to work with the team . thank you

February 27, 2017 8:04 am

Hi, guys

Once i fall the exam, would the second exam be same as the first?

Haseeb Chowdhry
February 27, 2017 8:35 am
Reply to  Rola


The exam will test the same content areas, but it will be different from the first.


Yu Song
February 2, 2017 10:00 am

so how long is the exam , how come some says 3 hours some says 90 minutes ?

Haseeb Chowdhry
February 2, 2017 11:09 am
Reply to  Yu Song

WSP provides guidance that you should budget approximately 90 minutes to complete the exam.

Stacey York
January 9, 2017 5:41 pm

I didn’t receive the excel shortcuts PDF. How do I get that with my premium package order?

Haseeb Chowdhry
January 10, 2017 1:40 pm
Reply to  Stacey York
Bashar Abu Hwaij
December 17, 2016 6:52 am

Hi, im planning on taking the wallstreetprep exam , how should i prepare myself? i just finished watching the financial modeling lectures and was wondering do i have to watch the entire video listings ? LBOs etc … should i prepare myself by watching the videos or i should also… Read more »

Haseeb Chowdhry
January 3, 2017 1:34 pm

I would say you should review all courses that have “Premium Package” labeled on them – taking these courses will best equip you for the certification exam – thanks!

Bashar Abu Hwaij
January 3, 2017 2:36 pm

thanks Haseeb passed the exam on the 30th dec

best regards,
Bashar abu hwaij

Haseeb Chowdhry
January 3, 2017 2:45 pm

Bashar – great job – apologies for the late response!

Ali Ghaith
November 24, 2016 6:39 am

Hi Just had a few questions about the exam:

1. Is the exam timed?

2. Will I be able to view the correct answers once I complete the exam?

Your response is eagerly anticipated

Haseeb Chowdhry
November 10, 2016 11:17 am
Reply to  Ali Ghaith

It will be very applied – 50 MCQs – you will have more than enough time to complete the exam.

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