Basic Package
An abbreviated version of the Premium Package that focuses exclusively on financial statement modeling. Trainees will learn modeling best practices and build a complete financial statement model. Valuation modeling included in the Premium Package.

Course Objective
At completion, trainees will have developed a 3-statement model using various supporting schedules and best practices.
In this course, you will develop a 3-statement model completely from scratch, inputting historical data and assumptions to project out financial statements using step-by-step instruction on selecting, locating, and developing appropriate projection drivers. At completion, you will have developed a complete and comprehensive three-statement model using various supporting schedules. By the end of the course, trainees will gain skills that lay the foundation for many other modeling methodologies.
What You Will Learn
- Excel shortcuts and functions frequently used in financial modeling
- Excel settings and formatting best practices for financial modeling
- Creating model plugs via the revolver and cash sweep
- Dealing with circularities in the model
- Building a fully integrated 3-statement model using established forecasting and schedule conventions
- Balancing the model and inserting automated checks
- Perform sensitivity & scenario analysis
- How to efficiently check models for errors, accuracy and integrity
Wall Street Prep’s Basic Package is used at top financial institutions and business schools.
Course Samples



Course Highlights
Intuitive, Self-Paced and Comprehensive
Wall Street Prep’s Basic Self Study Program is intuitive and self-paced. You should expect to spend approximately 20-30 hours to complete it. The program uses online video lessons, Excel model templates and various financial filings to teach students how to build, analyze, and interpret financial models in a step-by-step fashion at their own pace.
Real World “On the Job” Investment Banking Training
The Basic Package bridges the gap between academics and the real world to equip students with the practical financial skill set that they will need on the job. Our program will give you the confidence you need to ace your interviews and to get ahead in your IB career.
Support Center
Upon enrollment, students gain free, unlimited access to Wall Street Prep’s Online Support Center, where they receive answers to questions, free downloads, and important updates from a support staff comprised entirely of experienced former investment bankers.
Private Online Tutoring (Additional Fee Applies)
Want a little extra attention? Live video-chat tutoring is available with experienced investment bankers for a fee of $800/hour. In addition, your tutoring sessions enable you and your tutor to share models, a virtual blackboard, and any other files via an integrated web and phone platform that enhances the learning experience.
Macabacus Excel Plugin
Free access to Macabacus, all-in-one suite of time-saving tools designed for people who build financial models in Excel. Use keyboard shortcuts for common number formats, to cycle rapidly through different font and color schemes and to navigate a formula’s inputs across worksheets and workbooks. Easily understand long formulas with the powerful ‘Precedents’ and ‘Dependents’ Tool, and much more. This 6-month free access is for the full version of Macabacus that also includes essential tools for Powerpoint and Word!

Prerequisites
The program assumes a basic introductory knowledge of accounting (e.g. interaction of balance sheet, cash flow, and income statement) and proficiency in Excel. Students with no prior background in Accounting should enroll in the Accounting Crash Course. Students with limited experience using Excel should enroll in the Excel Crash Course.
Course TOC
Reviews
I’m a senior actively searching for a career in the financial services industry and I have little experience modeling. I’ve discussed the course in two interviews now and recruiters love it. They see me going out of my way to better myself and set myself apart from others and that has helped me enter the second stage of interviews.
I recently moved into a Corp fin/FP&A role at a startup after 3 years in a business operations role at a F100. My main goal in buying this course was to level set and refresh my operating model knowledge.
The Basic Package helped me get exactly the frame of reference I was looking for. I feel more confident in understanding the core tenets of our operating model and am able to apply my own intuition directly to my work.
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. All the steps were extremely clear and every video was created very well.
I really enjoyed the course! 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.
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.
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.
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 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.
The course has been excellent. It is meeting all the expectations I had of the course, and exceeding many as well. The Basic Package has allowed me to develop some further skills that will allow me to become more competitive in the business world.
I chose WSP on the recommendation of my company’s HR to improve my professional standard in the early stages of my finance career. It was a great preliminary to further experience. A good bridge.
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.
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 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.
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.
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.

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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.
