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Our self-study courses
The Complete Step-By-Step Financial & Valuation Modeling Program
Complete Modeling Package. Everything you need to master financial modeling: Learn DCF, Comps, M&A, LBO and Financial Statement Modeling in this all-in-one collection of modeling courses.
Learn Financial Statement Modeling (valuation modeling not included)
Learn financial statement modeling and modeling best practices, using an intuitive step-by-step approach. For the complete modeling program including valuation modeling, see our Premium Package.
Complete modeling training for the O&G professional: Learn NAV, DCF, LBO, M&A, and Financial Statement modeling.
Understand the real estate industry's unique drivers and challenges. Learn to build a REIT financial model from scratch.
Learn restructuring modeling using real bankruptcy case studies. Includes industry primer and an advanced bankruptcy model.
Banks don't look like other companies. Learn how to model, analyze, and value them, step-by-step.
Learn how to build, analyze and interpret advanced LBO models. For investment bankers and private equity professionals.
Designed for those pursuing a career in fixed income research, investments, sales & trading or debt capital markets.
Training for those who are new to (or rusty with) Excel. Lessons cover all Windows versions of Excel.
Our popular accounting course is designed for those with no accounting background as well as those seeking a refresher.
Learn the layout and composition of financial reports. Covers the 10-K, 10-Q, 8-K, S-4, S-1, and many others.
Not sure which course is right for you?
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Self-Study Course Reviews (160)
I completed my MBA and I'm in the process of changing my career to mergers and acquisitions from a pure finance role. I've gone through the three statement modeling section and found it very valuable for areas in which I lacked experience.
This program helped me to get an interview and an offer in M&A within weeks of starting it. I love it.
I bought the Premium Package to prepare for investment banking interviews for summer analyst positions after my junior year at Brown University and to prepare for my sophomore summer internship in PE.
I thought the course was phenomenal! I enjoyed the Excel-based assignments, because those were the most applicable to the actual job (both for Investment Banking and Private Equity).
Coming from a liberal arts collegiate background in a non-finance major (I study Applied Mathematics and Economics at Brown), I did not receive the extensive finance and accounting background that many college students receive before entering Investment Banking. WSP provided me the background I needed to prepare for interviews and start my internship in PE without feeling overwhelmed by seeing all new material. The course essentially provided me everything I needed to develop a solid base of accounting that I have continued to build off of.
I'm a 2nd year IB analyst at a bulge bracket bank. The Premium Package helped my to improve 3 statement modeling at home.
I found the ability to download excel files in order to check my models very helpful, and I found the 3 statement, LBO and M&A models very comprehensive.
I'm very happy with this purchase and I feel better prepared for buyside interview modeling tests.
I am a junior in college and enrolled in the Oil and Gas course to familiarize myself with this type of financial modeling. I am enjoying the accessibility of the material and how it's laid out in an easily readable format.
Thank you for developing these courses! They're a strong compliment for my MBA (Finance) and a great modeling refresher.
I am currently a final year undergraduate at the London School of Economics, looking to eventually break into the buy side. A main problem I found as a political science student is that the level of technical knowledge expected in PE/IB interviews was always more than what I learned in my university’s accounting class. This course will help bridge the knowledge gap I once faced.
It was worth the purchase and I look forward to purchasing your other courses in the future as well.
I just finished my junior year at Rutgers University and my main goal was to get a better understanding on how to create a Financial Statement Model since I had no previous experience with it. To be honest, I learned a lot because I thought all the steps were extremely clear and every video was created very well.
I really enjoyed the course. I split it up over 3-4 weeks doing a couple hours each day and found it to be extremely helpful. Coming into the course I had no prior experience with creating Financial Statement Models, but now I feel like I can create one for any company.
I am hoping the Basic WSP will allow me to talk about creating models during interviews and make me look like a better candidate for employers.
For the last 6 years, I've worked on power projects (we build, own, operate a power plant and get the revenue from sales of utilities). In my job, I often use a financial model which is made by FA., but I wanted to be able to make a financial model from scratch by myself (not just review what FA makes). I thought that would help me differentiate myself from others in the company and market.
This course has been very helpful as I can learn from very basic (like formatting, excel shortcuts etc) to some advance modeling. It's helped me work more efficiently and I can make more organized models.
After leaving finance for a few years, I decided to re-enter the industry and I needed a refresher. I haven’t completed the Bank Modeling course yet, but so far it's been a great intro for analysts working in ALM.
I am a European graduate professional (MSc Finance in the UK) and I have started my first job in Real Estate Investments in Canada. My goal is to transition into a IB job in the near future (hopefully 1-2 years maximum).
I have empirical and theoretical knowledge of the investment industry but I have never practiced in the real world. In the last 3 weeks I was able to complete half of the Financial Statement Modeling course. I'm finding it very comprehensive and I particularly appreciate the effort you put in explaining every single line of the excel files! I think this enables one to follow the reasoning step-by-step and it is hard not to keep up with the model.
Really good stuff!
I'm a VP at a Healthcare Investment company and a part time CBO at a medical diagnostics company. I took the Accounting Crash Course for continuing ed and to prepare for your financial modeling boot camp I'm attending soon.
My firm recommended WSP to me. Overall this course was a good review. I liked the way the lessons are broken down into small chunks.
A financial mentor recommended this course to me. He felt the basic package would help me earn some knowledges and prepare me for a recruiting event. (I am a graduating business student and with specialization in finance and I'm currently doing my last co-op work term as an accountant.)
I have gone through the keyboard shortcuts, and I'm impressed at how the replacement of the mouse made me more efficient. This course will strengthen my technical skills in understanding financial reports and using excel efficiently.
My main goal was developing Wall Street ready skills to transition from the Buyside to the Dealside. A banker from a middle-market in Atlanta recommended WSP (they use the platform to train incoming analysts).
It's been extremely helpful! The online courses are detailed, relevant, and paced perfectly. It has gotten me in the door with top firms on the street.
Very useful! Excel shortcuts are so valuable and the modeling was a very good refresher to many things I have forgotten since college. I'm noticeably much faster and efficient.
Very helpful! I am in a training manager role for a company and have recently had to create excel based reports as part of my regular day, so I needed a review. This course helped me to be more efficient with my time.
I’m a sophomore Finance student from NEU and I want to break into investment banking industry. Most of all I’m looking for summer analyst program.
I would say taking courses on WSP was one of the best choice I’ve made. Thank you so much!
I bought this course to prep for an upcoming interview for a performance analyst position at the bank that had an excel test component. I only had few days before the interview so I was looking for something comprehensive but that didn't take months to finish.
Your course helped me to pass the job interview and get the job offer, as some of the excel questions in the interview involved concepts that I learned from the course (eg. sumifs).
Great course! It helped me pass a job interview test.
It really helped me build up a framework on how to build a model from scratch. It will make me more confident in job interviews.
I had two goals in mind when I enrolled in the Premium Package. First, to analyze my fathers business, create a business plan and subsequently a financial forecast that he could use to generate funding from a local bank.
I’m throughly enjoying the course and I'm learning a lot! I don’t actually use a lot of these skills in my current position at work, but watching the videos and developing my understanding of how these models are built has certainly helped improve my knowledge on the financial industry as a whole and I’m sure that will benefit me later in my career.
By way of background I'm a Managing Director with a lower middle market investment bank, which is a Finra Broker/Dealer. I’ve been in the investment banking business for 13 years after a long career as a C-level executive.
I have taken WSP’s Financial Modeling Course in the past. The course was very comprehensive, well taught and presented and thorough. So the Excel Crash Course was a natural for me.
I liked the Course. Over time we get into a rut in terms of how we use Excel. Your course opened up new functionality and better ways to use Excel in my work.
We are constantly trying to improve our level of service to our clients. Having robust, sophisticated financial models that articulate the value proposition of our client’s business is critical. WSP’s Excel Crash Course helps us to provide this service.
Frankly, I’d be screwed without having taken the crash course.
I was wrapping up my sophomore year at the University of Illinois and was/am beginning the IB summer analyst (2019) recruiting process. Once I observed some materials for technical review, I realized that my econ curriculum (econ major) had literally zero accounting involved.
I took the crash course to gain any and all of my accounting knowledge and it certainly served its purpose for helping me become acquainted with the three statements / line-items / intertwining.
While I have only had one interview (JP Morgan) and totally blew it, I feel much better prepared moving forward as a result of having completed the Acct crash course. If there are any non-accounting majors considering trying to land an IB internship without having taken an accounting course through their university, WSP is an absolute must.
I am starting an MBA program in the fall with the ultimate goal of being a buy-side equity research analyst, so I need to refresh my modeling skills before starting the recruiting process.
The choice was between WSP and Breaking Into Wall Street and the average reviews for WSP seemed stronger.
I have greatly enjoyed the course so far. The lessons are clearly taught and the hands-on approach to building a model for AAPL is extremely helpful. The templates that we use are very transferrable to other companies and I plan to utilize them to practice on my own with other companies.
The Basic Package has certainly helped me gain confidence when discussing how one goes about modeling a company. While I haven’t often put this into practice yet, I’m certain it will prove very valuable when I begin recruiting with investment management firms.
I am an analyst at a boutique and in addition to my many analyst duties I've been tasked with structuring our summer internship program. I purchased the course to prepare interns for our program and make sure they have the necessary skills prior to joining.
(Our head of Equities stated his biggest challenge with interns is they generally do not have solid excel skills and hence take a long time to complete tasks that can be accomplished quicker with shortcuts/formulas etc).
Great course and great content! My experience overall was positive.
I just finished my junior year and secured a job in IB for this summer. I was not an absolute novice to the course material, but there are advanced topics in finance that can be a little esoteric and my main goal was to get a grasp on some of the accounting topics and considerations in M&A.
I am a few videos away from finishing the M&A modeling, and I love it. I finally understood why every IB interviewer asked about what happens when depreciation is increased!
Hopefully I will be able to apply much, if not all, that I have learned so far to my internship this summer.
I am still working with some of the coursework but I'm generally quite impressed with the thoroughness and ease of understanding. In terms of comprehensiveness my research found WSP is the most advanced, and I've been very happy with the curriculum.
I have about 8 years of experience in both financial analysis and risk analysis and my CFO recommended Wall Street Prep when I wanted to refresh/renew some financial teachings since the work world is much different than a classroom.
I am very pleased with the self-taught process and ability to jump between lessons. A great resource!
My main goal was to brush up on financial statements/modeling and learn some useful excel tricks before I started my full-time job as a commercial banking analyst post graduation.
The course definitely allowed me to do that. It was very enjoyable and hands-on. Once I completed it, I re-did the entire exercise for a different company.
I chose WSP over Breaking into Wall Street because a) WSP has more brand recognition, and b) I could upgrade later on to the premium version if I wanted to with WSP.
The Basic Package helped me become more confident before moving into my new job. Hopefully this will further develop my knowledge and skill, and help me to be more recognizable to bankers at bulge brackets.
I'm about to begin my MBA at MIT Sloan and I'm using the Premium Package to get a hands-on understanding of Financial, DCF, and LBO Modeling before the recruiting season starts.
The deciding factor in buying this course over others is that it is actually used in financial institutions.
I believe (and certainly hope) this course will help me prepare to answer interview questions for IB recruiting, and allow me to be ready to start working since day 1.
I’m almost 7 years into my career and each position I’ve held hasn’t been Excel heavy until now, so I wanted to advance my Excel knowledge. The more I can do in Excel, the more beneficial I am to my team.
My manager brought this course to my attention as he knows I want to work on my technical skills, and one of my colleagues took the course and had all positive feedback.
The course was great. I’ve already started to put it into practice so I won’t forget anything that was taught. Technical skills are something I am working on so this helps in my development objectives and I can assist colleagues in some of their day to day functions.
I purchased the Basic Package (as well as the Excel course) to try to better learn Excel functions and formatting as well as brushing up on some modeling skills. I am currently in a job search after being laid off from my first role and I wanted to be sharp for any case study interviews.
I chose WSP mainly because of the message boards on Wall Street Oasis and I also believed the price was right on these packages compared to others.
I thought the courses were great. I went through them rather quickly thanks to the ability to listen at a faster rate. Both packages taught me a lot about modeling and I became much more efficient with my excel skills.
I actually was able to use the skills from both packages to produce some solid case studies for a couple interviews.
As a seasoned business professional recently promoted from an operations focused corporate finance position to a Director of FP&A, I purchased the basic package from Wall Street Prep to see if the premium package would be a worthy investment. I was not disappointed.
In reviewing the videos in the initial package, I found them to be very informative. Although I was familiar with the basic structure and connections between the financial statements, it was interesting to get an insider's view of equity operations and how the modeling is used on Wall Street.
I'd highly recommend the basic package for people in corporate finance functions, and am looking forward to going over the content in the premium package. I also learned a few new formulas in Excel, which rarely happens, and got a view of Wall Street that I did not have prior to going through the material.
My main goal was to get a better all around understanding of modeling, particularly in LBO modeling before I move into PE. I'm currently a 2nd year analyst at a top bank.
I chose this program it because a number of well-known investment banks used it as part of their analyst training. I have really enjoyed the course so far and look forward to finishing it, as I believe it will help me make the transition to PE.
My main goal was to acquire additional modeling skills. I am a Senior Director, Finance so I don't have too many hands-on opportunities to build models. I've sent my team members to attend some of your public courses and they all expressed very high opinions. I really like the completeness of the course materials.
I have a Chemical Engineering undergrad degree and my main goal was to understand the financial impact that inventory movements have in the Financial Statements. A very trustful friend recommended me this program.
I really enjoyed the course. It helped me understand the impact that obsolete items in inventories may have, also that this movements are not cash exits but do have movements in the balance sheet, as well as how to read inventories in the financial statements, and so on. I was able to structure a plan to avoid obsoletes, and help with the managing of costly obsoletes exits.
My goal is to transition into investment finance and I need to acquire/validate 2 of the foundational skills that would serve in this new career: modeling and valuation.
I am 110% satisfied by the content and by what I’ve seen so far. I like the approach of “just jump in” and develop the financial statement models. I value the self-paced schedule as I need this flexibility within my professional life.The course has also helped me precisely delineate what I want to do in terms of career.
I know now that I want to focus on small to medium companies, in the renewable energy sector and either agro industry or light manufacturing. Thank you for a great service/package!
I just graduated from Purdue University and I'm trying to get my feet under me as a financial analyst for a couple years before sliding over into a boutique PE firm.
I'm very pleased with the overall course! My friend has a similar program through "breaking into wallstreet," but I chose the Premium Package because WSP brand carries more weight with PE firms.
I spent two years as an associate in the real estate IBD at Goldman Sachs, and I'm now looking at more generalist PE shops. As such, I wanted a refresher on LBO models and valuation for other types of companies.
The WSP package had everything I wanted — LBO, transaction comps, three-statement modeling. While $499 isn't cheap, I thought it seemed worth it compared to some real estate courses I have seen that run around $800 without the same amount of information.
I found the Premium Package to be very helpful. I really liked (1) that it was broken down into small segments so I could review only the parts that I needed to and (2) that you can run the videos at 1.5x speed, as otherwise it's too slow and I would have gotten frustrated. It has really boosted my confidence!
I just switched back to capital markets after spending few years in corporate finance and wanted to refresh my fixed income knowledge. I found this course to be very useful, and I would certainly sign up for any more advanced fixed income courses you might offer!
I bought this course to gain a better understanding of Excel's capabilities before I go into grad school/full-time employment. The course gave me a full immersion into Excel for 39 dollars! It was pretty high value, and it has given me more confidence in interviews.
I enrolled in Crash Course in Bonds is to help with the fixed income section of the CFA Level III exam.
This Bonds course has a good mixture of briefings/theory along with hands-on calcs/Excel. The pace is good and the materials and Excel models are really good ... I see myself signing up for the Premium Package once I get past the CFA Level III.
(I also attended a Wall Street Prep seminar about 5 years ago in NYC - it was Oil and Gas modeling. I enjoyed the hands on course and I still have the materials!)
I bought the Premium Package to compliment my expertise as an excel consultant for Thomson Reuters - specifically for the purposes of building custom excel solutions.
Your material is well put together and digestible. I really like the 5-15 minute videos — they are long enough to cover advanced modeling concepts but short enough to let me focus on other tasks throughout my work day.
I was trying to enter into IB with no previous financial modeling education and I wanted to learn how to actually build a financial model of an O&G company. Other IB professionals in my local CFA society took this course as well, so I signed up.
The course is excellent. Wall Street Prep showed me how a model is actually built in Excel while the CFA was a good theoretical complement to some of the accounting choices done in the model.
The books are elegantly presented and I will keep them at hand in my new job. I got hired as a FT IB analyst after completing my BSc and with no previous financial experience. This course + the CFA were an excellent combination which prepared me well for interviews!
I'm currently an analyst with one year of experience, transitioning jobs in a new city. I bought the Premium Package to hone and refresh my knowledge of the fundamentals of financial modeling to assist me in my interview process as well as future job performance.
I'm very pleased with the amount of detail and practical examples covered in the course. I can more confidently explain in simple terms both the key drivers and takeaways from financial models. I also have become somewhat a subject matter expert among my peers 🙂
I'm sort of an atypical financial executive in that my training is in medicine, and I achieved a leadership role in my shop via a different route than the normal B-school to analyst to director pathway. I'm something of a self-starter, but I felt that I needed a more complete understanding of business accounting, so this was perfect for me.
My main goal was to speak the accounting language at the very least, and at best be more proficient in assisting my accounting team in compiling our books and assessing those of our investment partners.
I loved this course. It was so perfect for what I needed. I've already passed you off to the executive development team at my organization to use for their curriculum building.
It certainly helped me shore up my understanding in this blind spot of my knowledge, and made me a more effective decision maker and probably a less dangerous employee!
I bought this course to get a comprehensive refresher on FIC topics. I’m three years into my career as a Legal Entity Analyst at a bulge bracket bank, and recently accepted a job within the US Rates Risk and P&L space.
The course has been great. I’d recommend it to any user who wants to refresh on FIC topics. The course is helping me beat the learning curve as I transition into a new role at my firm.
This course has helped me to build the confidence that I'm on a level playing field as those from target schools.
I enrolled in the Premium Package because I was taught financial statement analysis by a CFA who did a great job of explaining the concepts, but not so much the models.
If I would have known what I know now from this course about building models, I would have gotten so much more out of that class!
I am an undergrad currently finishing my second year and preparing for difficult IB internship interviews, so I wanted a better understanding of the valuation methods used in the industry.
The program, unlike my school, actually teaches me useful information that I will use in a career path I am interested in pursuing.
The lessons in the Premium Package are very easy to follow, straight to the point, and I would recommend it to others in my shoes trying to get into industry.
I have just begun using the Premium Package and have completed the Excel basics and begun DCF analysis.
I am an MBA student graduating May 2018 and looking to transition into a finance career from Information Technology.
I'm looking to gain additional knowledge and a certification to aid my job search and enhance my skill sets and I am positive that these courses will be of great help for me.
My main goal for this course was to refine my modeling skills. I am in my second year doing Business Valuation for a big four firm.
I was pulled away to work on a project that did not entail modeling so I wanted to take this course to “get back in the game."
I chose WSP base on recommendations from friends and colleagues. Everyone I talked to spoke very highly of this course. It did not disappoint!
This course was all I was looking for, and more. It was very detailed and made me feel like I hadn’t skipped a beat.
It made me feel much more comfortable going back to working with financial models every day.
I am a college sophomore and I enrolled to get better in financial modeling, case competitions and stock pitches.
I'm currently going through the Premium Package and I'm already feeling more confident during cases. The video demos are definitely helpful for anything done on Excel.
I am currently a director in MUFG Mexico in Energy (Oil,Gas, Power & Utilities), Mining, infra and some retailers.
This course was more of extra curricular learning for me, as we don't cover RE but I am very interested in the sector and have some future projects that relate to REITs in Mexico and other RE investment. It helped me better understand a new industry and improve my technical skills.
I had previously taken your financial modeling and DCF courses to polish and refresh my modeling skills and the courses were super useful.
Here, the explanations of how REITs work and the step by step explanations are very clear and easy to understand, even for someone like me who has limited experience in RE.
I took this training due to my job role in the finance industry. I enjoyed as it starts with basic level and then proceeds into an advanced excel functioning and features. This is an excellent course and I highly recommend it for those who want to improve their Excel skills.
I'm going to apply for financial analyst roles in the buy side/sell side industry and I wanted to acquire more confidence in those areas of expertise. I also wanted a recognized certificate to be able to signal recruiters my knowledge.
The course is great so far! It gave me a sound and solid framework around the topics I had previously studied and provided valuable insights and depth into specific areas of financial modeling and valuation. Also I find the lifetime access very important.
The course helped me obtain an offer from arguably the top restructuring and turnaround consulting firm.
I'm currently a management consultant with a large global firm but wanted to shift into restructuring for a number of reasons.
I wanted to refresh my modeling skills while also getting a crash course on bankruptcy and restructuring as I had some interviews approaching.
Your course checked the boxes and I have an offer from firm name omitted. Firm name omitted was impressed I took it before my interviews.
I have been an analyst on the buy side for 7 years and may be transitioning to a new role where I will need to do more modeling from scratch, so I wanted a refresher on best practices and efficient model building.
Your videos are very easy to follow and the ability to download files to use offline is really helpful.
I enrolled to learn modeling skills taught by people with industry experience rather than the academics at my school (I'm in 4th year). I want to be able to include a model with my application package to make me a more compelling candidate.
The course was really helpful -- I liked the download feature so I could watch them on the train into work. Having the models is good so I can modify them for equities I'm interested in.
I can already handle the technical component a bit better in interviews/meeting for coffees.
I was transitioning from consulting to private equity and wanted to brush up on financial modeling before starting. This course is incredibly practical and well-paced!
I am very impressed with the content, the smooth transition from topic to topic and with the overall quality of the course.
I can confidently say that I learned a lot of new topics and tips that accelerated my comprehension of various finance topics. I am confidant that the course will exceed my expectations based on the material that I've covered so far.
I was looking to get more familiar with the wide range of modeling tasks I was given in my first-year investment banking job that I started in June 2017 — everything from simple three-statement models to much more complex LBOs, and to prepare myself for the upcoming private equity recruiting season in which building LBOs from scratch is a critical component of the interview.
WSP courses seemed to be the most succinctly organized yet also the most comprehensive. Other courses I looked at were either too lengthy or too circuitous in their topic material.
I haven't completed the entire course yet (mostly focused on LBO modeling component), but what I've covered so far has been both thorough and properly paced. I look forward to engaging with the rest of the modules.
I've had several PE interviews thus far and have done well on the modeling tests, and at work itself the modeling tasks have become much less imposing as I've firmed up my technical foundations through this program.
Having an online course was key. At this level, being able to determine the study pace is critical. Supporting documents were terrific.
I recently graduated with a major in finance and a full-scholarship from the Dominican Government to complete my studies in Mexico at Tecnologico de Monterrey. I wanted to upgrade my knowledge in order to fit and add more value to some IB firms I was applying to.
It is an awesome course that helped me to find a good paying job in IB, which has helping me to support my family back in Dominican Republic :). This course helped me to level up and outperform almost all of my peers at my university.
I'm at a long-short fund, and training is difficult to come by given resources available in-house, so I joined WSP. Very good program! It made me more comfortable modeling and allowed me to move more into equities.
I'm a senior analyst in a corporate advisory firm in Melbourne. I chose WSP because it appeared to be the most highly regarded among the big financial institutions and came highly recommended by past users.
I like the fact the Corality/Mazars uses WSP for delivery of online content, as our firm engages Corality to for quite a lot of our in-house training, so I am hoping there will be some shared methodologies between the two providers.
I enjoyed the mode of delivery and style of instruction. I like the video tutorials and the website design is intuitive and easy to navigate.
WSP has the best presentation. In fact, several other providers tried to show their value by comparing to this program, which tells me it's the standard. It was also a good value; lots of material and broad coverage for a modest price.
Excel crash course was great! Took me about a week to get the hang of it. Now I'm a Microsoft office weapon.
My goal in buying the program was to secure a full-time investment banking position, which I have succeeded in doing. Extremely helpful!
I took this course to prepare for my restructuring interviews and to learn modeling skills should I secure an offer in restructuring. I found the course to be useful and worthwhile - especially as good preparation for my interviews.
I bought the Premium Package to get a good introduction to M&A and LBO modeling. So far it's been really great. I have a better understanding of the processes in M&A and the theory in valuation and LBO. The fact that I can go back and re watch the videos if I need a brush up is really great!
I am a small business owner/entrepreneur who enrolled in the Premium Package while I was looking into an acquisition of a company. I wanted to brush up valuation and have some templates to expedite the modeling process, and your courses definitely helped me in analyzing and modeling my deal.
I am 18 months into my first job as an analyst with a healthcare-focused PE fund. All of the training I have received was from my superiors and is sufficient for what I do, but I wanted to further round out my skills.
These courses have bolstered my skills and will help me better tackle unique issues that we find with the different deals that we look at. I think having done the course will also be helpful in future job interviews so employers can "check the box" that I have more formalized modeling training.
Great program! After I took the courses, my company purchased the Premium Package for four other individuals.
I enrolled in the Premium Package because I was getting curious about later stage investments and M&A and I found out my company had previously purchased training from WSP. That was the differentiating "seal of approval" between you and other providers. I loved the program — is well thought out, thorough, and easy to follow!
The lessons are very clear presented in an appealing way. The price is well worth the density and quality of courses and learning materials. When modeling, the biggest issue I faced is that I tend to be locked into one approach — your courses have solved this be letting me step back and take in a whole new perspective on modeling. And all the Excel tips are also extremely valuable!
I liked the idea that the person who created this was an analyst like me, someone I could view as a peer and that I could trust the information provided to me. I was drawn to his course as a refresher but I definitely learned plenty of lesser known shortcuts and proficiency tips that have greatly helped me. This course was definitely excellent.
I'm a senior in college with little to no financial modeling experience. I chose Wall Street Prep because I did not want to wait for an in-person certification course. I really liked the presentation of the materials and the fact that I could get certified online.
I wanted to get certified in time for the technical questions for interviews at banks, and not all of the other online courses offered that. I like the layout, interface, free webinars, and I think the lectures are very informative. It is exactly what I was hoping for in an online modeling course.
My main goal when taking the accounting crash course was to get up to speed on reading and understanding corporate financial reports for my MBA program. I enjoyed the course, it was extremely helpful and felt it explained financials clearly and in the right amount of depth. The course has absolutely helped to advanced my professional goals, it was an excellent.
I was looking to refresh and enhance my high-level Excel skills and identify any tips/tricks I was missing. I am constantly using Excel, so getting faster and improving the quality of my worksheets/models helps me perform at a higher level. The course was definitely worthwhile.
I liked the hands-on, step-by-step approach that Matan uses in his tutorials. It was important to me that I could comprehend the material as I progressed through the course – the printable manuals are a real asset as well. This course literally shortcuts you to the core functionality of Excel. I was able to work more effectively and efficiently both in modeling and auditing the models.
I just graduated in Finance and I needed to hone my Excel skills in order to succeed in the finance world. The course was easy to follow and going forward in interviews I can confidently say that I am proficient in Excel.
My goal was to get hands on experience in Excel and achieve proficiency. I finished my Master’s in Economics but I didn’t have the work experience of using Excel. I chose WSP because they are actually training investment bank’s new employees, so it’s very relevant to the real world.
The material is very well organized and certainly keeps my attention and interest. I like that it presented casually as if I was listing to a teacher in a classroom or if I had someone explaining it to me personally. All topics are presented very thoroughly, and I am looking forward to getting to the heart of valuation.
I am really enjoying the course! The coursework provides in-depth explanations of the inputs and outputs and how to utilize the information to make decisions.
I found that WSP was significantly better in terms of recognition by professionals and has a user-friendly interface. The nearest competitors do not even come close regarding the organization of course materials. This program is helpful in developing skills that are really useful within work, investment clubs, competitions, etc. I also find that it provides a solid foundation from which I can mention material in networking and approach professors to research about.
I do not think any course does as good as a job as WSP in regards to getting students quickly up to speed. The videos are shorter in length and get right to the point. Additionally, they manage to somehow cover every topic/issue I can think of in that time frame. I feel that it has made me desk ready for when I start full-time. I feel confident that I have a strong grasp on all concepts and pleased that I have a reference to fall back upon should I need to look something up.
I enjoy how the modules are broken into clips and are fragmented into exercises. It makes it easy to fit into my schedule and easy to refer back to parts that I would like to spend more time emphasizing. The question forum and is very interactive. I do believe that this course will set me up for a smoother transition from student to practitioner.
The materials that are being covered in the premium package together with all the extra added videos exceeded my expectations. I also found that using real company examples proved to be very helpful.
I've taken several other courses and, by far, this is the best course I've taken. It's not even close. The self pace videos give me a chance to practice and review areas that I either didn't catch, or didn't understand fully in a live session. I feel that the program definitely gives me the confidence to go into an interview with my head held up high.
I really believe that WSP does a great job in clearly explaining difficult subjects as well as teaches both students and working professionals very useful modeling techniques. Many of the modeling techniques that I have learned through the courses I have used in my career. Extremely useful and I wish I took the course prior to my first job in restructuring.
The course made me feel much more comfortable navigating Excel, financial statements and financial models. I appreciated that in going through the models, no stone was left un-turned, ensuring that as I went through the course, every aspect of the model made sense.
The course is very well designed - easy to follow, easy to learn with a lot of exercises. The functions are introduced in real scenarios that is related to work, making it very practical.
The course was easy to access and the ability to learn at my own speed was the most important part. I found it extremely easy to learn and thought it was very well taught. It will definitely advance my professional goals.
The main reason I chose Wall Street Prep was because of the brand recognition which is highly regarded in the investment banking community. The course was also very cost effective, yet comprehensive and allowed me to study in a flexible format.
I wanted to become sufficient in Excel to the point of not needing to use a mouse to assist with my summer internship in Corporate Development. I found the course to be very useful and thought the pace was perfect, the explanations are easy to follow and I like the comments section. I am definitely much more proficient with Excel and anticipate being able to efficiently use my knowledge of Excel commands building out models.
It is very well structured, nice examples, inspiring presentation, both friendly and professional presentation.
I purchased the Basic Package to learn 3 statement financial modelling for the purpose of analyzing a company and forecasting future performance. I chose WSP over other providers because I found it easy to understand the videos, liked the professional website layout and thought the free content was useful. The course allowed me to develop new skills I never had before.
Very few other providers offer courses that are as specialized as Wall Street Prep. The videos and the supplemental materials have been very helpful so far.
I chose WSP because of the course structure and the syllabus, the ease of use and the technical support that is offered. I thought the course was easy to follow and has helped me strengthen financial skills.
I found the Accounting Crash to to be fantastic and a great way to prepare for a career in finance/investment banking!
The Bonds course is a great foundation and has helped me gain more confidence in my knowledge as I move through the ranks of portfolio management. Bond courses are also impossible to find. Thank you for providing one!
My main goal was to learn financial modeling in detail. Unlike some one day courses that don’t allow you to go back and really understand what is going on, the online videos and course materials were excellent for really understanding the details of how a model works. I now feel confident undertaking models for anyone that asks.
My main goal in purchasing the course was to gain the Excel skills necessary for analytical positions in finance. What I wanted was a comprehensive approach on Excel’s foundations and not simply an ad hoc list of helpful tools for a specific type of task. The course is truly unbelievable. I would recommend it to anybody, including companies who want to train their workforce in Excel.
I am a professional consultant (+18 years of experience) in the fields of capital budgeting, transport pre-feasibility studies, project finance, etc. The course elements showed prior to the purchase and the users reviews were the deciding factors which helped me choose WSP. Compared to other products that I know or even bought in the past, the value of this one is the best.
I bought the Basic Package to get a better understanding of how the company is being valued by Investment Bankers. I like that the training is online, I can learn at my own pace and time, I also like the teaching methodology. I like that you teach the concepts first then go straight to the spread sheet for illustration. The training has provided me tools and guidelines on how to better evaluate performance of our business units.
My main goal for the basic package was to get more familiar with financial modeling. I wanted to get more training than what some of my past internships provided and hopefully help me get a full time offer. I have tried other training companies who have provided me so much information it has been overwhelming, I liked your style of teaching much better and enjoyed the shorter videos. The course has made me more confident in interviews.
I have my CFA and worked as an associate research analyst at an Investment bank for 5 years. I like that the course is broken into small chunks with new excel files for each segment. I feel sharp with my skills and has helped give me confidence for interviewing.
I loved the verbal instructions and explanation of key excel elements in particular the functions. The supplementary practice material was very helpful. I benefited from being able to pause the recording and work on the answers in my own time. This also allowed me to fast track the areas that I picked up quickly and spend more time on the areas I found a little more challenging or those which I know I will need to be very familiar with for my job. I feel confident that I will be much more efficient when using excel and as I move into more complex models I will understand how to use the various functions.
After spending weeks reading all I can on the various financial modeling courses in the market, I ultimately chose WSP after reading comments from previous students who claimed that WSP is more analytically rigorous versus other providers. In terms of structure, I appreciated the fact that the course progressed linearly from discussing the basic layout of Excel to the more advanced topics focused on working and making sense of data. I believe such a structure is a boon for students who may not had much exposure to Excel prior to signing up for the course.
I have applied WSP’s suggested best practices in my internship and the manager I am working with has complemented me on creating clean and easy to understand Excel files. That’s all thanks to you and the WSP team!
I enjoyed the videos provided and the supplementary material (course book and excel workbook). I think the course followed the right cadence, using each subject to build into another as you progressed. It was a great refresher and also helped to provide an understanding of how this material is applied.
The main goal for taking the basic package course was to bring me back up to speed on my financial modeling. I was referred by a friend of mine who is in investment banking and said your course was hands down the best. The basic package helped me get up to speed on financial modeling again which will definitely help me in my meetings with customers.
My main goal is to become an outstanding excel modeler and to clarify some things I’ve learned in practice. The deciding factors for this course was the reputation of WSP and the applicability of the topics. One of the best parts of the course is the fact that I can come back to the materials whenever needed. This course has made me more marketable within and outside my firm, and most importantly, more confident on my modeling skills.
I have taken a few online courses on financial modeling and budgeting and I have found WSP to be the most effective. I thoroughly enjoyed the Basic Package because I felt that it went though every topic step-by-step using a real world examples. Overall, I really enjoyed this course as I learned the proper formatting that I didn’t learn at my job, my only wish is that I knew about the course sooner! I really liked how there was an overview of the topic before modeling, it was a through step by step process that eliminated any confusion or questions.
I chose this course over other providers because Wall Street Prep provides training to large and well-known companies in the finance sector. The videos were very thorough and descriptive and along with the step-by-step manual it made it really easy to understand.
My motivation for choosing this course was to refresh my knowledge of the fixed income market. I have been investing for over 20 years but my focus has been mainly on equities and equity capital markets. I have studied fixed income/credit through the CFA program but never worked in this sector so my knowledge has remained largely theoretical.
I liked the short, focused modules that allow me the follow material in my own order and review as/when I need to. The material is quite thorough and well put together.
This course was recommended to me as preparatory material for my MBA program. It gave me an overview of the fundamental accounting statements, which I continue to refer to and work through. It has helped me with understanding the concepts of accounting, which will be very beneficial in the long term.
I am currently a senior in college pursing a summer analyst or full-time investment banking role. My main goal for buying the Premium Package was to gain technical knowledge so that I can stand out from the top competition. The instructor is very clear and explains the concepts in a way that is easy to follow and understand.
I had very little real world experience modeling in Excel, but knowing that I will be using Excel on a daily basis this summer, I wanted to increase my knowledge of the software. This course has set me up for success during my corporate finance internship by deepening my understanding of finance, excel and how investment bankers communicate and think. With this knowledge, I have no doubt I will be able to achieve my professional goals.
My main goal was to refresh myself with Excel at a high level, learn new techniques and to be able to use a higher level functionality to increase my efficiency, improve technique and get the most out of Excel – for this the $39 price-tag as compared with other offerings and their corresponding presentation and content is a very good value.
The structure of the course was good, the order of presentation was logical enough to sufficiently built up to skill level.
In terms of my professional goals – it has increased my efficiency and my scope of ‘imagination’ in terms of thinking about how to approach new projects, existing projects and other ways I would like to use Excel. I can say that I definitely have a higher degree of confidence in terms of how I will execute.
I decided to enroll in the Excel Crash Course because I knew how crucial Excel was and that I needed to get advanced knowledge.
WSP taught me how to use Excel in a simple, direct and effective way, teaching me not only how to memorize commands, but also how to apply the "Excel mindset" for any situation.
It didn't take many days to see the difference that the course had made. It takes me much less time to deliver the same results on tasks I do everyday.
I chose WSP based on a combination of price and user reviews. I thought the course was really well designed and allowed me to 'front load' basic accounting concepts which is exactly what I was looking for.
I have been working in the finance industry for four years. I want to move into investment banking or a valuation role for investment banking and that was my main goal for taking the premium training program. The material is structured in logical sequence in such a way that one concept leads nicely to the other and keeps things interesting. I love the Excel shortcuts and tricks that are taught along the way as well.
I am currently a financial adviser looking to jump into a research/analyst role. I took 3 accounting courses in college but wanted a quick, in depth refresher for interview preparation. All the material was well structured and easy to navigate. This course well exceeded my expectations and the WSP team did an excellent job. Worth way more than what I paid.
I regularly review models built by others and often make decisions based on them. My goal in buying the course was to ensure that I felt confident in reviewing models built by other people. I chose WSP because I liked the content and the format of the online courses. I have found that my confidence in reviewing the work of others has improved. I also use many new shortcuts and now find myself rarely using the mouse.
I wanted to improve my knowledge of formulas/functions within Excel to increase application efficiency. The self-study, online format was effective. Material progressed from easiest content to more difficult. I had no formal training in excel/modeling, so this course has progressed my capabilities in a professional application.
My main goal was to develop a more in depth understanding of Excel to enhance my analytical ability. WSP was recommended to me by colleagues and as I had unsatisfactory experiences in other courses, I chose WSP on their recommendation without hesitation. The step by step videos made the material very easy to follow. I liked that it was offered with a manual that I can reference in the future and a cheat sheet of shortcuts. The course has helped advance my career goals by giving me the confidence and knowledge required to perform more complex Excel workflows.
I am a mid-career professional in commercial/corporate banking area and I bought the course to improve my Excel skills and to later learn more about financial modeling through the Premium Package. The deciding factor was the repute of WSP. The course provided excellent methodical explanation, with follow up exercises and tests. It has helped me to learn more about excel and modeling, an absolute requirement for any commercial/corporate banker.
The course is great for anyone that wants to become a power user in excel, it’s very thorough and very well explained. Its prepared me well for my role in IB
My main goal was to get some powerful knowledge, I was no novice about Excel but I definitely lacked better practices and powerful formulas and functions. Since completing the course, it has helped me to do my worksheets faster with a lot of shortcuts and to use formulas I didn’t even know existed.
My goal was to become more competitive, specifically to set myself apart from candidates applying to the same roles I was. I am currently in the first year of my MBA, the Premium Package helped me learn accounting and finance quickly and easily.
The course pace is perfect, starting off with "simple" modelling best practices before getting deep into the mud.
I have a lot more confidence now in interviewing for jobs that require financial modelling skills. It will certainly help me move up the ranks together with the existing finance skills I possess.
I first purchased the Premium Package due to the breadth of use of the program across respected firms in the finance industry. Not having an investment banking analyst background, this program was the perfect way to bridge the gap in technical skills I missed out on while working in corporate finance, especially because I knew my IB peers had received their training from Wall Street Prep.
I was able to use the Premium Package as a data point in multiple interviews to show why I was capable of switching from a corporate finance group to a portfolio management group within the same company. The interviewers were impressed with my initiative to grow my technical skill set, particular relating to the LBO knowledge within the Premium Package.
I purchased the Premium Package to gain a deeper knowledge of advanced financial modeling and to learn how to build comprehensive models for valuations. I loved the step-by-step approach and the way the lessons were segmented. I now have a much deeper understanding of finance as a whole.
The Premium Package lessons are clear, well-structured and I love the step by step progression. I found it very easy to understand.
Thanks to this training, I'm able to build my own models and perform better in my job. I also consider these skills necessary to make my way to a global IB or PE group.
WSP stood out to me because of its reputation, professionalism and the material covered. The Premium Package is a great educational tool in all senses. It breaks apart from traditional education by giving hands-on, practical and well-taught material. After working through the program, I feel my knowledge and skill-base has drastically improved.
I purchased the Premium Package to gain greater exposure and understanding of the modeling process. The material is broken down into manageable segments with supporting documents corresponding to each lesson. It was very easy to work through the material at my own pace. The skills I have gained will allow me to take on a broader range of projects as well as further develop my financial skills.
I purchased the Premium Package to help prepare for the technical aspects of upcoming interviews. I really liked the short lectures, breaking it up into 10 to 20 minute blocks helped me to stay focused. I also liked how it constantly tracks how far you've gone through the course, that really helped me to feel like I was making progress.
I purchased the Premium Package to get actual experience with modeling. I chose WSP after seeing how many companies have utilized WSP’s courses to help train their employees.
I liked that you can go at your own pace, starting with the basics and working your way up. I can now say that I have modeling skills and can articulate key modeling concepts.
The Premium Package has helped me develop an advanced skill set on excel, sharpen my skills on FSM and expand into other more complicated models.
Having the videos at your own pace is great, it allows you to work at your own rate and fit the work into your schedule.
I valued the flexibility of the online program as well as ability to control the pace. My MBA was very good about teaching the theoretical, but this course has been very helpful in teaching what is practical.
The combination of theory and case studies was very good and helped me understand the content quite fast.
The tutorial videos are very useful during the learning experience. Working through the Premium Package has made be more confident in regards to upcoming interviews.
I was searching for a self-paced course, with unlimited access to materials, with a concise and effective teaching method. I found that the materials were on point with a good mix of teaching and self-practice. Excellent support with any questions I had along the way.
My main goal when buying the program was to develop the knowledge that I had acquired at McGill further, and learn how to perform valuation in a more professional way. I know that what I am learning right now through the Premium Package will be covered in my future interviews, and being comfortable with the various accounting and valuation concepts taught in the premium package is definitely required if you are looking for an internship or full-time position in investment banking.
The premium package is a great real life application compared to the CFA which is more academia based. I really enjoyed the fact that the advanced concepts were broken down into short videos.
I am a senior in college preparing to start a full time job in investment banking. I bought the program to learn more about the practical side of finance and improve my modeling skills through an avenue that would give me the opportunity to practice modeling. The Premium Package is clear, orderly and allowed me to work at my own pace.
The Premium Package is a very professional course, and WSP is a much more recognized brand than anything else out there. The courses start off simple and move on to more intensive topics, and the certification at the end is a nice add on.
I recently completed the 3rd level of the CFA program and was looking for a course that would blend financial theory with real world practice.
With leading banks using WSP as a part of their internal training, I was confident it would be a valuable, highly respected program. I am pleased with the blend of slides and hands-on spreadsheet modeling. The instructor is excellent at keeping the material compelling.
I couldn't be happier with the Premium Package, I've learned so much and the support was fantastic. The structure is logical and extremely well taught. My goal was to learn how to model like the professionals and to help me break into the investment side of the industry from a research background.
After being in the workforce for 2.5 years, I am working on a career change to Investment banking or Corporate Finance. The video/excel combo that the Premium Package offers is great, it’s the perfect way to structure the courses. I’ve been extremely pleased with the program and find myself more knowledgeable about how to asses economic value/profit and create financial models.
I am a corporate finance analyst at a Big Four firm and wanted to be able to face models with complex targets and to know specific topics such as deferred tax assets and liabilities, dilution of shares, LBOs, etc. I chose WSP because of the brand recognition and quality of videos. I found the course to be perfectly structured
I graduated with a degree in engineering but wanted to transition into finance. I found the pre-prepared spreadsheets were great to work with and all the supplementary material in general was very well organized, allowing me to easily follow the lessons and learn financial modeling.
The most effective part of the course in my opinion was how the different modules were structured. I appreciated how each individual video covered by and large only one topic and rarely lasted longer than 15 minutes. This made the topics appear much more digestible. I was ultimately able to get an internship in P.E. These videos helped give me the confidence I needed to get through my interviews.
The material is communicated very concisely, there is no fluff or useless information, and I found that to be very helpful. Additionally, the presentation of the material is done in a very logical, step-by-step structure. I interviewed for an analyst position and the technical skills I learned from the WSP premium package proved invaluable during the interview. My interviewers were impressed, and I largely attribute that to studying the WSP premium package videos.
The Premium Package allowed me to gain a better understanding of Excel modeling, M&A processes, investment banking, and the numerous topics covered in the webinars. It was a great experience because I am more of a hands-on learner as opposed to a classroom settings. I loved having the PDF files along with Excel templates to walk through the program at my own speed. I now consider myself an Excel guru and I absolutely love it!
My main goal when I bought the Premium Package was to get a deeper understanding of the investment banking industry. This program allowed me to apply the finance and accounting basics I learned in college to real world and on the job scenarios. The premium package helped me increase my understanding of how basic finance and accounting principles are used on the job. It also helped increase my knowledge about the interview process, which was important for me in this stage of my career.
The course is giving me a lot of insight into how to look at financial statements from an investment perspective and into the activities IBs do on the job.Since I come from a non-target school without a degree focused on finance, I believe I needed a deeper-than-average knowledge of financial modeling for an entry role.
I liked the ability to be able to download/stream the step by step videos on the road, as I travel around various countries each week. The courses were structured seamlessly. The workflow that dipped into accounting theory and presentations was very well done, as it set the context before jumping into the meat of the model. I would recommend the Premium Package to anyone.
I first went through a few free courses you offer, as well as some free courses offered through other providers. WSP courses are just easier to understand, don't come across in a monotonous voice, and are completely video based, not just text-based.
The course structure is great, the breakdown of topics and the quick run-through on what's happening before actually modeling helped solidify the material and drive in the factors happening behind the scenes. Having modeling experience is a definite plus and always looks good on a resume!
I'm currently a junior at Northwestern and my main goal when I bought the Premium Package was to prepare for investment banking interviews and internships and to have an advantage over other interns.
I chose WSP based off recommendations from professionals in the industry and talking to other students who interned at investment banks. I really like the online instruction complemented by the PDF and the exercises —it is like a regular classroom setting and I really like that. So far, I feel much more prepared for interviews and feel capable of working out a couple models on my own.
The Wall Street Prep Quicklesson Series
7 Free Financial Modeling Lessons
Get instant access to video lessons taught by experienced investment bankers. Learn financial statement modeling, DCF, M&A, LBO, Comps and Excel shortcuts.