Training programs to prepare students for life on the desk

Live Training

1-Weekend
Financial & Valuation
Modeling Boot Camp

Join the 90+ universities including Wharton, Harvard and Oxford that have brought our Wall Street training program on-campus.

Please contact for academic group pricing.

For careers in: IB PE AM CF ER

Live training for: Any student interested in a career in finance and investment banking

Wall Street Prep's popular on-campus 1-Weekend Financial & Valuation Modeling Boot Camp prepares students for interviews and the job by equipping them with a real-world financial and valuation modeling skill set.

Our experienced instructors (all former investment bankers) 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.

1 Weekend Boot Camp Covers:
  • Mastering Excel
  • Accounting
  • Financial Statement Modeling
  • Discounted Cash Flow (DCF) Modeling
Online Training

Wall Street Prep
Student Passport©

An online course library that teaches practical skills bankers use daily; Each student gets lifetime access to this continually updated training and continuing-ed resource.

Please contact for academic group pricing.

For careers in: IB PE AM CF ER

Live Training

2-Weekend
Financial & Valuation
Modeling Boot Camp

Delivers the "complete analyst skill set" of financial and valuation modeling, M&A and LBO modeling.

Please contact for academic group pricing.

For careers in: IB PE AM CF ER

Live training for: Any student interested in a career in finance and investment banking

Wall Street Prep's 2-Weekend Financial & Valuation Modeling Boot Camp exposes students to the core financial modeling skill set of investment banking analysts and associates. Designed for both undergraduates and MBAs pursuing careers in finance and investment banking in particular, this program will prepare students for both finance interviews and the demands of an analyst or associate position. Our experienced instructors (all former investment bankers) teach the practical application of topics most trainees have only seen on a theoretical level.

Students who complete the boot camp are eligible to receive Wall Street Prep's Certification in Financial & Valuation Modeling upon successfully passing an examination.

2 Weekend Boot Camp Covers:
  • Mastering Excel
  • Accounting
  • Modeling Best Practices
  • Financial Statement Modeling
  • Discounted Cash Flow (DCF) Modeling
  • Mergers & Acquisitions (M&A) Modeling
  • Leveraged Buyout (LBO) Modelin
Live Training

1-Weekend Financial Modeling Boot Camp for Liberal Arts Students

Prepares liberal arts students with the accounting and financial & valuation modeling skills needed in interviews and on the job.

Please contact for academic group pricing.

For careers in: IB PE AM CF ER

Live training for: Any student interested in a career in finance and investment banking

Liberal arts students face an uphill battle during the finance recruiting process. Wall Street Prep offers a version of its popular on-campus financial modeling boot camp that's designed specifically for liberal arts majors who have had limited exposure to accounting, finance and Excel.

The goal of the program is to prepare liberal arts students with the real-world financial & valuation modeling skill set they need to succeed in interviews and on the job. Our experienced instructors (all former investment bankers) teach the practical application of topics most trainees have only seen on a theoretical level.

Program Topics Include:
  • Excel Mastery
  • Accounting Crash Course
  • Financial Statement Modeling
  • Understanding Valuation Mechanics
Live Training

1-2 Day Technical Finance Interview Prep

An instructor-led seminar to prepare students with detailed and accurate responses to technical finance interview questions.

Please contact for academic group pricing.

For careers in: IB PE AM CF ER

Live training for: Any student interested in a career in finance and investment banking

Finance interviews are incredibly competitive, and students must be prepared with "real world" finance and accounting knowledge that's not often taught in the classroom. Our Technical Finance Interview Prep program shows students headed into recruitment how to effectively answer common finance interview questions.

We begin with an overview of the financial industry and typical post-undergraduate and MBA roles. Students then progress step-by-step through accounting, valuation, M&A and leveraged buyout concepts commonly encountered in the technical interview. We pay particular attention to the level of detail needed to construct comprehensive answers that won't leave interviewees vulnerable to increasingly technical follow-ups. By the end of the program, students will understand how to articulate key finance and accounting concepts in concise, well-structured responses.

Program Topics Include:
  • Overview of the finance industry
  • Overview of key accounting concepts
  • Discounted Cash Flow (DCF) valuation
  • Comparable Company valuation
  • Comparable Transaction valuation
  • Merges & acquisitions
  • Leveraged buyouts
Online Training + Assessments

Business Skills 101: Excel, Accounting & Finance

An online training program that delivers the foundational skills required of all students pursuing a career in finance.

Please contact for academic group pricing.

For careers in: IB PE AM CF ER

Online training for: Any student interested in a career in finance

Wall Street Prep works with university career centers, academic faculty and student organizations to offer students our popular Business Skills 101 program. This 100% online training program gives students the foundational skills required for success in all post-college finance positions.

It is ideal for non-business majors who want to gain practical business skills and enhance their competitive profile ahead of finance interviews and on the job as well as for students entering a business program. Faculty at top business schools have found our Business Skills 101 program to be an effective supplement to their finance, accounting and business curricula.

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

1-Day Excel for Consultants

Students learn how to use Excel to solve problems common to consulting, with a focus on Excel's ability to improve decision making within large data sets.

Please contact for academic group pricing.

For careers in: CN

Live training for: Any student interested in consulting careers

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

Over 90 business schools and universities use Wall Street Prep to prepare their students for a career in finance. Our comprehensive training programs bridge the gap between academic training and on-the-job expectation.

Watch: The Wall Street Prep Advantage

Wall Street Prep clients include:

WSP training topics

  • 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

Instructor-led training

Wall Street Prep live instruction fills the knowledge gaps common of students who have never experienced life on the desk. Our experienced instructor-practitioners focus on the practical application of topics students have thus far only seen on an theoretical level. We work with all group sizes to deliver the “core analyst skill set” of financial and valuation modeling that will give students the confidence they need to succeed in interviews and on the job.

WSP Student Passport® online training program

Wall Street Prep Passport® is an all-in-one online course library that teaches students the practical skills bankers use daily. It follows a intuitive, step-by-step learning path that takes trainees step-by-step through finance fundamentals, financial modeling and interview prep. Students get lifetime access to continuously updated courses and webinars.

Learn More

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 on-campus training representative

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