Wall Street Prep

Watch: Enroll in the same live training used by our corporate and university clients

Our instructor-led boot camps

Financial & Valuation Modeling

  • Complete financial statement and valuation modeling training the way it's done on the job.
  • Includes lifetime access to online courses and Excel model templates.
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The Private Equity Boot Camp

  • Learn to build comprehensive LBO models used to support real PE transactions
  • Understand the real world nuances of the PE deal process.

FP&A Technical Mastery

  • Hone your skills in modeling, data analysis and presentation, forecasting and budgeting.
  • For FP&A, corporate finance and business development professionals.

Sales and Trading

  • Learn how how securities and derivatives are priced, traded and hedged on the job
  • Learn the ins and outs of Bloomberg and key skills of the S&T job function

Excel Visual Basic (VBA)

  • Learn how Excel VBA can reduce time-consuming spreadsheet work to the click of a button.
  • Write your own VBA code form scratch. No prior experience needed!

Project Finance Modeling

  • Learn practical financial and valuation modeling skills required to analyze complex projects.
  • Modeling for infrastructure, renewable energy projects and more.

Trainee Reviews

Dec 13, 2020
"The course includes really good information that will be valuable going forward. It was very good, the same level or above compared to other courses taken."
Daniel P.
Nov 11, 2020
"It was extremely helpful to get an intermediate knowledge, beyond the basics, but not too complex. It did not feel like a two-day training-it was much more engaging than past training that I have been in."
Elizabeth M.
Nov 2, 2020
"The course is very useful and fun. It is a great way to learn how to model and to be able to understand by asking questions. Loved it!"
Alice S.
Jul 22, 2020
"The instructors were everything you could ask for - extremely knowledgeable, responsive, helpful, and did a great job of breaking down difficult concepts. They were also highly knowledgeable and always there to help. This course was far more effective, relevant, and in-depth than others I have taken."
Andrew A.
Jun 30, 2020
"It's really good to have someone who has so many years of actual practical experience to go over the materials and share real life insights as to why we do these instead of just going through the content or the 'how'."
Livia L.
Jun 30, 2020
"Solid overview of most important concepts and practices."
Maksim S.
Jun 29, 2020
"The course material is very applicable for equity research, particularly the non-gaap financials and all of the excel shortcuts and tips that were taught. I'm taking away a lot of useful excel functions and shortcuts that I'll be using everyday now."
Greg P
Jun 29, 2020
"I think the course provides a great foundation for a lot of the materials talked about within investment banking. In addition to this, the course also provides a learning experience based on real world applications/examples, which in my eyes is the best way to learn."
Eric G.
Jun 29, 2020
"I feel better prepared for the rest of my internship, and I see that this course could be very helpful for others in the same spot. I see in this training more information that I can take with me and come back in a later time, like the slides, which I actually didn't get from other trainings."
Eduardo A
Jun 27, 2020
"This is a great training for any job in the finance industry since accounting is so relevant and important.The training touched upon all of the important topics which are much relevant from an employment perspective and that's the main reason I will recommend it to others."
Nihal N.
Jun 24, 2020
"I think it did a great job introducing the foundations and methods to building financial models and a DCF in such a short time period. In other words, covering so much material in only 2 days is very difficult, but I think the instructor did a great job."
Alex W.
Jun 22, 2020
"I would recommend this training to people with limited prior finance experience/education or to people transitioning from other areas of finance into research/investment banking. It was a great introduction course that encompassed a lot of the basics on financial modeling and valuation."
Andrew G.
Jun 22, 2020
"I  think this has been a comprehensive review of skills we will need to use and apply during our summer internship. While it may not sink in at first, it is important that other interns are exposed to this information prior to their work."
Lucy B.
Jun 20, 2020
"Definitely recommend! Provides an extremely thorough exposure to an LBO model with a detailed understanding of its fundamentals. Great to get hands-on experience as the side by side walk through the model with the instructors makes it more intuitive."
Amrata M.
Jun 20, 2020
"The training covers all the important aspects of an Excel in a very detailed way-and there is something new to learn for a beginner as well as an expert."
Avijit A.
Jun 15, 2020
"The material the course covers are well constructed. The blank models are well built allowing for us to follow along with the material while skipping the need to set-up and format the sheet. The instructor was able to explain the content thoroughly as well as add his own independent methods / judgment to provide more context on how we could use alternative methods in practice."
Kshitij S.
Jun 15, 2020
"I definitely picked up a lot of useful tricks and knowledge, both through the prep-work and the virtual training, despite having prior knowledge of financial modeling and Excel use. There's always more to learn and the instructor quality as well as all the learning resources that you provide made this really useful."
Sam O.
Jun 12, 2020
"M&A section is very useful and very easy to understand. Also, the material and course structure are good to follow."
Kamonwan C.
Jun 9, 2020
"I feel like in just 4 days, even though at times the training felt really long, I have already gained a solid foundation of learning for the industry. The instructor did a great job of helping explain the concepts behind the calculations, which really helped link a lot of the financial terms that we were learning."
Clio S.
Jun 9, 2020
"This training gives a great introduction to Operating Models and LBOs and how Roark incorporates these into their day to day operations. This training gave a lot of insight into the due diligence process and the in-depth analysis performed on decision making."
Helen P.
Jun 8, 2020
"This was a really great training program, it was the most thorough one I've done, and it had the most practice, which I found to be really useful."
Cindy Y.
Jun 2, 2020
"It was super helpful to blend general training with pertinent applications and use cases."
Samuel B.
Jun 1, 2020
"I thought I got a comprehensive overview of the topic covered and learned a lot. The training was engaging, interesting, and a good mix of lecture and activities. The instructors were fun, helpful, and good teachers."
Kelleigh K.
May 30, 2020
"It was much more than just cap tables--for me it was a good refresh on finance things I had learned during the first year of the MBA but all directed at a VC's day to day. The instructor was a very good presenter, and I liked his pace, level of detail, examples, and expertise."
Eric S.
May 27, 2020
"I gained a lot of knowledge on the general financial world and the work that goes into everything with it. The modeling and valuations parts of the course were very helpful in giving me a base knowledge of financial modeling."
Stowe M.
May 22, 2020
"The course is extremely efficient and useful. One of the best instructors I have had. She was very pleasant, extremely effective, and dedicated to answering all questions and providing super clear explanations."
Louis L.
May 22, 2020
"VBA and Macros are useful, and the instructor is excellent at explaining concepts and demonstrating examples as well as clarifying students' questions. There is hardly anything to improve upon!! Much better [compared to other courses taken]."
Bao Tuan N.
May 16, 2020
"I think this was better than my classes that I took via zoom because we worked through the same Excel sheets together. This gave me an opportunity to test my skills as opposed to many of my classes which involved me watching my professors go through their different slide decks."
Nicholas P.
May 12, 2020
"Exceptionally good course! Extremely enjoyable. I learned so much in these 3 days. Carl is engaging, patient, personable, knowledgeable, and a highly effective communicator. He is an outstanding presenter! This is the best training I've attended. Thank you, Carl! I'll be sure to check out other training offerings."
Sally G.
May 12, 2020
"I learned a lot and feel that this was a great intro into Project Finance. It was top-of-the-line [compared to other courses taken]. The instruction was impeccable. Thank you."
Garrett M.
May 5, 2020
"Great course to get people ready for a job in finance. I was happy with everything: content, pace, engagement and examples provided. This felt really good, and I feel very prepared for my job now."
Fernando G.
Apr 26, 2020
"Great overview of the softer points of working in PE, especially for people without a finance background. Typically, you get a lot about modelling etc., but this part of the job is important as well. Both teachers were great. I think having two is much better than one, given how different deals/work experiences can be."
Jamal C.
Apr 26, 2020
"It is comprehensive and gives you a good snapshot of the job. It definitely gave me a great view into the full deal process and parts that I had missed. I was able to ask a lot of questions. Also, the materials are very useful for future reference. Thank you so much for the course today."
Maria Luisa E.
Apr 25, 2020
"The course covered really helpful and relevant content about the deal process, beyond just running the valuation. I thought the general overview of the process was nuanced and helpful. Other courses I've taken were more focused on the modeling mechanics."
Iris R.
Apr 24, 2020
"The best content in a training program that I've taken. The instructors were great. I appreciated them both actively teaching and fielding all questions. They were extremely knowledgeable. I thought the online format was great because the content will be recorded, and I could use 2 monitors."
Luke S.
Apr 24, 2020
"Absolutely [would recommend]. This training was incredibly valuable for brushing up and refining my Excel and data analysis/presentation skills.  I found the virtual delivery to be more effective and engaging, and the course content itself was even better [compared to other courses taken]. Way to continue setting the bar high!"
Zach S.
Apr 22, 2020
"The course is designed and delivered beautifully by Andrew and Sandya. This training has raised the bar of online classes. I wish all online courses were delivered with this clarity and ease."
Divya M.
Apr 22, 2020
"Very effective combination of useful excel tips and nuances of valuation approach. The tutor and his assistant had experience of work in IB, so they shared insights from a practical standpoint, not academic, that was really valuable. Another great thing is that we still have access to online training materials after the session is over. This one was of the best compared to other courses taken."
Elena P.
Apr 18, 2020
"I was able to get a thorough yet concise understanding of key financial concepts. The hosts were great at explaining all the concepts and ideas to us. They made sure to answer any questions we had. I also liked that we got to work in smaller groups."
Joey C.
Apr 17, 2020
"It touched on many useful functions I have seen before and made me much more proficient at doing the things in excel I already knew how to do. I think we covered a lot of material, but it was still very comprehensible. The instructors moved at a good pace and presented the materials in a very fluent way. One of the best trainings I've had. The instructors did a great job."
Kyle K
Apr 17, 2020
"Teaches practical and useful modeling techniques that students can universally apply in finance internships.It was better than the first semester Training the Street event in terms of the instructor's approachable personality and colorful stories that broke up the seriousness. These stories and trends from their own careers were highly appreciated and added a real quality to the content, while also segmenting material in an effective manner."
John G.
Apr 17, 2020
"This was much better than other training programs I've taken in the past. I think this course does well in a virtual environment as it allows me to see the screen up close while working on my own financial model on a separate screen."
Michelle S
Apr 16, 2020
"It is a difficult subject to learn, study, and analyze, but the instructors are really good at keeping the attention high and keeping students concentrated. This is absolutely one of the better training programs that I've taken in this last year, but it is absolutely the best I've followed online. High-quality training made interesting and easy to follow."
Martina O.
Apr 15, 2020
"This was a great learning experience. It was a really interesting program that enhanced the skills and knowledge I got from my courses at school. It increased my efficiency in excel and my understanding of the subject."
Loubna L.
Apr 15, 2020
"It was perfect, no need to improve it. It offered valuable and interesting things to learn around LBOs with excel tools. The teachers were really interesting and committed. The course was above my expectations, I just loved it."
Jade M.
Apr 15, 2020
"Any finance student should master the modeling skills provided in this course. This was much more personalized and clear [compared to other courses taken]. As far as it's possible, you've done it perfectly. Thanks a lot for providing good, quality knowledge."
Sebastian P.
Apr 14, 2020
"I would recommend this course because it's very useful to understand complicated concepts and to see how we build an LBO model. This course was the best. The instructors are very good at transferring their knowledge and taking their time to explain each topic to us. It was very interesting and confirmed my interest in PE."
Unrith D.
Apr 11, 2020
"Highly relevant to my summer internship in investment banking. This is some of the best training I've had. It's great and the instructors are incredibly knowledgeable."
Corey P.
Apr 10, 2020
"A constant emphasis of shortcuts let me memorize more than a few three-order shortcuts (Alt+X+Y+Z) within the class time which was great. It is definitely one of the best among these Excel training programs. Thank you so much for the comprehensive lecture today!"
Ho Seok L.
Apr 4, 2020
"The course is informative and very helpful to understanding LBO modeling. This is better than the TTS session. Thank you for this lecture."
Taro Y.
Apr 4, 2020
"It was quite extensive in content and brings you along step by step through basic, intermediate, and advanced levels. In addition, with lengthier sessions and TA’s there to answer questions, there's no need to take time to recap previous lessons like in classes. I have not taken any training programs but compared to university classes,  the instructor taught and explained the content very thoroughly."
Justin K.
Apr 4, 2020
"The instructor was clearly an expert on the subject. He was able to bring in the latest industry trends like using purple and xlookup. It is a great skill-builder even for classwork. The class was much more interactive compared to other courses taken. It was great to be able to follow along and the breaks were well-timed so that I could keep working on something for practice."
Jessica S.
Apr 3, 2020
"The course was very informative and detailed, but clear. I appreciated the instructors going a step further in explaining the real-world functionality of pivot tables for private consulting, which will be helpful in future use. Great job by both instructors. Kudos to them for being engaged and providing the right amount of input as TA given the time constraints-on top of all questions."
Jimmy F.
Mar 28, 2020
"Information that you don't get in an MBA but is very useful for most work settings. I have taken a financial modeling course and we mainly focused on valuing a company, but this gave much more information that makes me feel more comfortable using and moving within excel. I appreciate that you kept the training on with the COVID situation! Thank you."
Jeff L.
Mar 28, 2020
"Very informative, pleasantly engaging, and realistic scenarios too! This was my first time attending such an intensive, technical workshop. Can't comparatively rate it to others, but I can gladly say that the whole experience was great!"
Danny Z.
Mar 27, 2020
"Lots of immediately applicable information was delivered with varied uses in several industries. Although financial analysis is obviously the focus, it wasn't so much so that I couldn't extrapolate what I learned and apply it to another industry like audience analytics. It was significantly better compared to other courses taken. No nonsense, just enough pressure without being stressful and demoralizing, and plenty of information. Thanks so much for everything!"
Adam K.
Mar 21, 2020
"This was directly relevant to my summer internship and was also useful during the recruiting season.The virtual aspect helped with modeling since it's easier to see the instructor’s movements and formulas in excel."
Corey P.
Mar 21, 2020
"It gave valuable insight from professionals in the PE space and the interview question examples were extremely helpful."
Jessica N.
Mar 15, 2020
"The instructor does a great job of teaching everything at a quick pace making sure everyone is following along and he provides clear explanations of each formula."
Brianna G.
Mar 15, 2020
"Good real-life examples that are logical and makes you understand better the material."
Rafaella B.
Mar 14, 2020
"I  think this is important knowledge to be working in the industry and even if we can't retain all the information with this crash course, then at least when we're on the job it would be easier to learn because we are already familiar with some terms and models."
Katherine F .
Mar 14, 2020
"It's a very good training; it adds the practical aspect to the knowledge obtained in the university."
Gloria F.
Mar 9, 2020
"Excellent patience. Good at tailoring to a solid range of modeling skillsets."
Priyanka K.
Mar 1, 2020
"It's a great refresher on corporate finance topics generally and provides very actionable advice on VC-specific modeling etc. It's top-tier training, very good. The instructor was really great, tough to moderate a 9-hour training and he excelled."
Matt B.
Feb 28, 2020
"The topics are extremely valuable, and I believe that I now possess the tools to succeed in finance related internships. This is the first course I have done like this, but it was definitely beneficial. I am very glad that I did this training. I want to do it again!"
Ivy V.
Feb 26, 2020
"The course captures the big picture and a detailed analysis of relevant “how to's” for financial modeling and analysis. Thank you for the great experience!"
William B
Feb 24, 2020
"I think this is a great intro for anyone who is interested or just curious about the financial services industry. You learn quite a lot despite the fact that it is only a 2-day program. I would highly recommend to other students to try it out."
Meng Z.
Feb 24, 2020
"I enjoyed it more than Marquee. Good materials, the instructor shows a passion for finance and is good at transferring that interest."
Edel O.
Feb 21, 2020
"I would definitely recommend this training, since both the online training and in-person lecture are of high-quality and very well-planned and executed. Especially for liberal arts students, the course contents are good and complementary to the school curriculum and buildup very good practical skill."
Zijing G.
Feb 18, 2020
"Great materials and structure to the course. The instructor provides a clear explanation throughout and moves well through the material."
Nour S.
Feb 18, 2020
"Being able to fully understand our model was extremely helpful and understanding the thought process behind the reasoning."
Tim M.
Feb 10, 2020
"It was very useful for understanding how the model works and where different inputs link. It improved our understanding so we can customize for our clients."
Elizabeth M.
Feb 8, 2020
"It was jam packed with good info, definitely all good for anyone interested in finance. It was very comprehensive, with an amazing rundown of all the core concepts!"
Caroline L.
Feb 8, 2020
"I would recommend this program, especially to anyone who is pursuing a career in investment banking. It is one of the top programs I have taken. The interactive nature is very useful, and the instructor is a particularly excellent."
Conor R.
Feb 7, 2020
"The content is right on, the level of difficulty is right on, and the presenter is perfect! I have taken a 5 day training in M&A in the US before, but this one has provided more practical insights and aspects have been logically woven and integrated, sequence was fantastic. Loved the entire day, have not been bored a bit. Great addition to the Capital Markets Program."
Mariana G
Feb 1, 2020
"I thought the teacher was very insightful, informative, and clear in what he was saying. I felt prepared, and that I have the materials now that I would need to prepare for an interview.Now I know where to start, and I feel like I have a good foundation to prepare for interviews."
Grace F.
Jan 31, 2020
"This course meets its objectives very well. The trainer and was excellent, and the materials, particularly the access to online materials, were very useful."
Jonny C.
Jan 29, 2020
"The professor was very energetic throughout the entire training and clearly explained all the topics. Although there was a lot of information to cover, he covered it all without rushing and answered everyone's questions and offered one on one help."
James P.
Jan 28, 2020
"I thought the pace was good, the content was great, and I learned a lot. I liked this one more than other trainings. I thought it was more applicable to my job, and had a good pace, and a good instructor."
Patty G.
Jan 24, 2020
"I learned an incredible amount of every aspect of finance and got much more out of it than I had expected. The instructor is a brilliant speaker and conveys his knowledge in such a wonderful way."
Danny B.
Jan 22, 2020
"This was the most I've understood connecting all the financials with the use of short hard. It was very well taught, and the instructor took the time to help if you didn't understand something."
Elizabeth S.
Jan 21, 2020
"Engaging, captivating, educational, motivational.Compared to previous experiences, the instructor was more direct and to the point. Also had a good breadth of knowledge on everything he covered. Did a great job or answering questions and relating the material to real life stories."
Daniel Philpot
Jan 18, 2020
"I found it very relevant and useful to go through the actual documents you would use to build models.Also, the commentary and the tips are extremely helpful."
Moji J.
Jan 17, 2020
"I would recommend this training, because this is not only about finance, but also about Excel skill."
Simiao Konhg
Jan 11, 2020
"The training overall provided a wide breadth of information including recruitment timeline, technical questions, modeling tips and best practices that will be extremely applicable to both interviews and on-the-job experience. I feel that instructors were extremely helpful resources in learning more about the industry, and truly appreciate that they shared their time with us."
Eno O
Jan 8, 2020
"It's incredibly useful and it's taught by someone who knows what he is doing and can answer experiences both from a technical point of view and a personal/experiential POV."
Rory B.
Dec 18, 2019
"The interactive and hands-on spreadsheet is great to be able to take away formulas and student's work product for the day."
Deborah S.
Dec 18, 2019
"Very informative and useful. I will use some of the tools I just learned."
Simae N.
Dec 18, 2019
"The training covers technical points with examples and exercises. Training is suitable for wanting to acquire technical know-how in LBOs. Also has useful tips for Excel that are taught throughout."
Ali R.
Dec 15, 2019
"Provides a deep dive into the deal process and then provides the basics and a thorough run through the modeling process."
Farah A.
Dec 13, 2019
"I think it gives you basic understanding of key functionality. Also, good handouts, good examples in class, and site you can reference outside of class."
Cristina P.
Dec 13, 2019
"No time wasted, started right from the start. Good training materials and very knowledgeable instructor."
Patrick B.
Dec 11, 2019
"The instructor was excellent. His real-world experience provides great context within which to go through the materials. Also, going step-by-step through the modeling and learning a standardized approach is useful."
Angus C.
Dec 11, 2019
"Relevant accounting treatment of project finance deals was the most important take-away. Very helpful that instructor had executed on transactions and led modeling for sponsors. The guidebook was easy to follow and structured so as to allow participants to understand how to model conceptually and practically without getting bogged down in every detail"
Adler P.
Dec 7, 2019
"Efficient, well-taught, good materials and resources. Better than other trainings, this was very well structured, and the resources were helpful."
Aleesha M.
Dec 5, 2019
"I thought it was super valuable, best training I've had. Whether it was learning new or reinforcing old, everything was great. The material was very applicable and helpful."
Brian C.
Dec 3, 2019
"It's highly relevant to our day-to-day business. The instructor covers a lot of great tips to improve business presentation as well as managing expectations of audience."
Ting Z.
Dec 2, 2019
"The instructor was very clear and thorough. I thought the material itself was beneficial, both from a financial content perspective and from an Excel learning perspective."
Josh B.
Nov 22, 2019
"The instructor explains everything clearly and is willing to do it over with you on a one on one basis."
Antoinette A.
Nov 17, 2019
"The instructor was thorough and the concepts are important to understand for a career in finance."
Todd A.
Nov 17, 2019
"We have had multiple training sessions as part of the SEO AI program and this has been by far the most helpful."
Erik G.
Nov 16, 2019
"I learned a ton in a short period of time. It’s a great foundation for continued learning."
Jena S.
Nov 11, 2019
"This was one of the best training programs I've taken. The basic modeling concepts and shortcuts are vital to any business professional. Please add another day of training! This course is excellent!"
Nov 9, 2019
"Engaging and relatable presenter who provided a lot of useful information. This helped me understand things from class that my professor has not elaborated on. This was better than all of the courses I've taken before."
Lily B.
Nov 7, 2019
"Very relevant to real-life projects and at an appropriate level of difficulty for semi-experienced consultants. Having a format where we actively problem-solve is great"
Kei T.
Nov 6, 2019
"It improves efficiencies, expands capabilities, and is relevant to anyone working in/interested in corporate finance. It's the best course I've participated in. I learned a lot!”"
Nathan H.
Nov 5, 2019
"Even coming in with good Excel and Financial knowledge, there was still much learned. The live training in this program vastly outweighed the benefit of any online driven class I have taken."
Sean H.
Nov 4, 2019
"This was very beneficial and I learned many things I did not know. It was very in-depth and hands-on, so all-in-all it was the best excel course I've taken."
Nov 4, 2019
"Excellent course to learn excel skills to make work more efficient."
Despina B.
Nov 2, 2019
"The course is very relevant to pursuing a career in finance/consulting, and it teaches skills that are imperative to such careers. The interactive approach is the strongest element and certainly helps the learning process. The instructor was outstanding."
Conor R.
Nov 2, 2019
"This was a great introduction to the VBA capabilities and techniques that we can use to manage repetitive tasks and manipulate large data pools"
William C.
Nov 2, 2019
"The training did a great job of jumping to the important and useful information. Much better supporting materials compared to other trainings."
Jackson S.
Nov 2, 2019
"The information I learned during this weekend exceeded the information I have learned during MBA/Undergrad."
Dylan B.
Nov 2, 2019
"Great overview of corporate finance, tests comprehension/apprehension and applies what's been learned academically."
Rebecca K.
Nov 1, 2019
"Format is perfect, content is extremely useful, and the facilitator was really good at keeping everyone engaged."
Paula G.
Oct 29, 2019
"I enjoyed learning the best practice of modeling. I think I can really make a great use of the knowledge learned to improve some of the models that we manage at work. Thank you for putting together and sharing these awesome training sessions!"
Naomi N.
Oct 26, 2019
"Very informative and good insight into the field of investment banking. Solid fast paced crash course."
James F.
Oct 23, 2019
"Very strong course for learning basic topics and understanding fundamentals. It was more comprehensive and had a higher teaching quality compared to other courses taken. I liked that the instructor had real world experience/examples."
Jack M.
Oct 19, 2019
"It is the perfect course to take for anyone looking to work in finance. This was a great course, with an amazing instructor."
Benjamin G.
Oct 17, 2019
"Great instructor and great course. Gives thorough background on the concepts that liberal arts majors need to know before a career interview in banking. I would 10/10 recommend this to another student."
Sam T.
Oct 16, 2019
"This is a really good course for people in finance and gets you comfortable with excel."
Michael M.
Oct 14, 2019
"“Everyone in finance/FP&A should take this course. It helps save time in model building, dynamic tables, and representations. This was excellent. The instructor is an extremely knowledgeable teacher. He is an asset to Verizon's learning curriculum."
Ryan C.
Oct 14, 2019
"Any Excel user will benefit. The knowledge gained in this course is more relevant and can be applied to financial modeling."
William K.
Oct 14, 2019
"It was a great start from the basics. We covered a lot of material and got some great tips. The materials we got from the presentation and excel files are excellent. The quality of this course was extremely high. I really enjoyed it and learned a lot."
Fenil G.
Oct 6, 2019
"Very comprehensive, broad exposure to a number of concepts. The instructor was approachable, engaging, and moved at a reasonable pace. This was better than other trainings that I have taken. The instructor broke things down clearly and I really appreciate the online materials."
Lexy M.
Sep 28, 2019
"“I would recommend this course because it gives students a real taste of what they may be doing in their future. Thank you for taking the time to come to Colby. This course was very interesting and filled with valuable information."
William M.
Sep 26, 2019
"Good pace for beginners, but also room for advanced users to refine their skills."
Juhyung S.
Sep 25, 2019
"I would recommend this course, because provides wonderful resources that were given to us in a potential networking opportunity. The instructor never skipped a beat. He was a wonderful and has profound knowledge on modeling."
Eli M.
Sep 24, 2019
"It was really well done for the time frame. The instructor had to balance an array of skill levels across the team and did so admirably."
Julia H.
Sep 21, 2019
"This training covered both the high-level utility as well as the details involved in financial modeling.The instructor was excellent in tying the material back to relevant examples."
Jay P.
Sep 19, 2019
"By far the best compared to other courses taken. The instructor did a great job. Many topics I struggled with even in my CFA studies suddenly made sense. I feel empowered! Thank you."
Megan R.
Sep 18, 2019
"Highly relevant, condensed, and well thought out. The teaching material was more focused and more relevant to job skills compared to other courses taken. It provided a good class environment and the instructor made an effort to remain engaging."
Ramon P.
Sep 17, 2019
"Much more relevant and helpful, compared to other courses taken. Overall, it was a really good and very in-depth course. Thanks for everything!"
Claire Y.
Sep 14, 2019
"This training is helpful to students regardless of their prior knowledge of finance. For beginners, it provides a good understanding of what the finance industry is about, and the types of subjects one will encounter. For people who have experience, it builds on what they have learned."
Anoushka S.
Sep 14, 2019
"Knowledge is delivered in a clear and efficient manner. It's an amazing experience to be a part of a qualitative training session like this."
Ming L.
Sep 14, 2019
"It gives very good baseline knowledge to prepare you for an interview. The teacher had great knowledge and was very open about his experiences."
Matthew P.
Sep 13, 2019
"This has been the most detailed training that I have had that would especially help with corporate and investment banking."
Kaira S.
Sep 9, 2019
"I think the learnings will be an immediate value added to my day to day work. I really enjoyed the instructor disposition and teaching style."
William R.
Sep 9, 2019
"It does a great job summarizing much of the financial analysis processes that we engage in on a day-to-day basis. I liked this much better thanTraining in the Street."
Matt T.
Sep 7, 2019
"This provides a great run-through on what to know while interviewing for investment banking roles in addition to the practice of real problems in excel."
Robert M.
Aug 30, 2019
"Topics are comprehensive, really good."
Zhan D.
Aug 29, 2019
"Very excellent and helpful for anyone interested in investment/company analysis. Best practices are very helpful, and the interview tips are great."
Wei S.
Aug 27, 2019
"Very informative, well-paced, and open to questions. The material seems to have great real-world application. I really enjoyed it and am looking forward to the webinars."
Peirce S.
Aug 23, 2019
"This is professional grade training that would set anyone up to handle the world of finance. Incredibly well done."
Riley D.
Aug 21, 2019
"Very on point, based on actual best practices and presented by a very knowledgeable individual. The presenter is very engaging and pleasant to listen to."
Mathieu D.
Aug 14, 2019
"Very informative and does a good job of combining hard excel skills with general concepts and knowledge. I really feel that I have a much deeper understanding of the inner workings of modeling/interpreting financial information."
Anderson S.
Aug 14, 2019
"Great presenter and extremely helpful and relevant case studies. This was an extremely valuable and comprehensive program. The instructor compiled material that I would have learned in an entire semester into 3 days. I am still amazed at how much I have learned."
Selin L.
Aug 13, 2019
"The training is really helpful for a basic to intermediate knowledge level. I would definitely recommend this instructor as he gives several ways to achieve the same results and the nuances of each."
Piotr S.
Aug 12, 2019
"Comprehensive intro to financial modeling, accounting, and financial analysis concepts, with some humor thrown in. More structured and academic compared to other courses taken."
Albert Z.
Aug 8, 2019
"I thought the course material was all inclusive. It covered from the basics of excel all the way to thinking of how to address business problems. The instructor is an excellent teacher who connects with individuals at all levels."
Alma C.
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The Wall Street Prep Advantage

Wall Street Prep boot camps are intensive seminars that bridge the gap between academic training and real-world job expectations. They deliver practical skills that will set you apart in interviews and on the job.

  • Comprehensive training

    Our live courses pulls no punches. Each boot camp is the same intensive training used to prepare incoming analysts at top financial institutions.

  • Learn by doing

    Attendees “learn by doing” by working through practical exercises and building financial models from scratch using real case studies.

  • Networking opportunity

    Boot camps provide an opportunity to network with MBAs and professionals from industries including investment banking, corp dev and FP&A.

  • Experienced instructors

    Our instructor-practitioners are experienced bankers who give real-world context by connecting training to their own experience on the desk.

  • Excel Mastery

    Our training reinforces speed, efficiency and consistency in Excel that investment banking analysts are expected to have on Day 1.

  • Continuing ed & webinars

    Enrollment includes lifetime access to our continuing education online training platform and our popular monthly webinar series.

Questions? We're standing by.

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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.