Wall Street Prep
The Ultimate Guide to the
Technical Finance Interview
You don't have access to this course, but you can purchase it below.

The Ultimate Guide to the
Technical Finance Interview

96 Lessons
8h 18m
96,222 Students

Comprehensive Interview Training with 100+ Interview QuestionsUsed widely at top business schools to prepare students for recruiting, the Ultimate Guide to the Technical Finance Interview will prepare you for any question thrown your way. Note: No modeling is included. For modeling, see our Premium Package.

Ace Questions On...
Accounting
Valuation and Multiples
Discounted Cash Flow Analysis
Cost of Capital (WACC)
Industry/Adjusted Beta
Relative Valuation Methods
Mergers & Acquisitions (M&A)
Leveraged Buyouts (LBO)

Don't just memorize questions.
Show them you're ready for the job.

There are 3 key steps to preparing for the technical finance interview:

  • 1Learn the questions you'll be asked.
  • 2Prepare your answers.
  • 3Make sure you understand the key concepts finance professionals use on the job.

Wall Street Prep's Ultimate Guide to the Technical Finance Interview combines loads of interview questions and answers with the in-depth technical training you need to show interviewers you have what it takes to succeed on the job.

Step-by-step video + interview questions

8+ Hours of Video Instruction

Our comprehensive video course will quickly get you up to speed on everything you need to know. This self-paced step-by-step instruction is perfect for both MBAs and liberal arts students with little to no finance background.

Comprehensive Question Bank

Our huge list of "must-know" interview questions is continuously updated with real questions from real interviews. BONUS: Have your own interview question? Our instructors will answer it for you.

View Question Bank

Who is this program for?

The Ultimate Guide to the Technical Finance Interview is designed for MBAs and undergrads, finance and liberal arts students, and anyone interviewing for a career in:

  • Investment Banking
  • Corporate Finance
  • Private Equity
  • Equity Research
  • Asset Management
  • Capital Markets

Course Samples

watch video
Introduction to valuation
watch video
Calculating unlevered free cash flow
watch video
Accretion/dillution exercise
watch video
Book vs. tax differences in M...
watch video
Introduction to leveraged buyouts
watch video
Simple LBO exercise

Course Syllabus

Chapter 1: Basic Accounting
1 Introduction to basic accounting 1:51
2 The world's simplest balance sheet 3:35
3 Simple balance sheet review 3:33
4 The income statement 8:55
5 Income statement review 10:23
6 How the income statement is connected to the balance sheet 10:38
7 Accrual vs. cash accounting 3:40
8 The cash flow statement 4:14
9 Cash flow statement review 6:00
10 Additional cash flow exercise 1:29
11 Additional cash flow exercise review 6:43
12 Connecting the three financial statements 4:14
Chapter 2: Intermediate Accounting
13 Introduction to intermediate accounting 14:06
14 Review of the 3 financial statements 13:13
15 Expanding the financial statements 3:18
16 Deferred (unearned) revenue 2:02
17 Prepaids, accrueds, interest, dividends 2:45
18 Updated balance sheet review 7:48
19 Updated cash flow statement review 6:40
20 Additional accounting complexity 5:15
21 Stock based compensation complexity review 2:59
22 Share repurchases and issuances 2:17
23 Preferred stock 1:59
24 Write downs 6:56
25 Deferred tax liabilities 13:28
26 Acquisition accounting 7:26
27 Basic earnings per share 3:13
Chapter 3: Introduction to Valuation
28 Introduction to valuation 6:03
29 Enterprise value vs equity value 8:07
30 Book vs market value 4:18
31 Overview of valuation methods 5:03
Chapter 4: DCF Analysis Intro
32 Present value basics 3:49
33 Unlevered vs levered DCF 2:37
34 6 Steps to building a DCF 3:43
35 Calculating unlevered free cash flow 4:05
36 Terminal value 6:00
37 DCF example 10:53
38 WACC: conceptual introduction 10:06
39 The WACC formula 10:53
40 Net debt 4:21
41 DCF example, part 2 1:43
42 Determining share count in a DCF 2:25
43 Evaluating the DCF as a valuation tool 1:47
44 Unlevered DCF summary 1:04
45 Levered DCF summary 0:59
46 DCF strengths and weaknesses 2:51
Chapter 5: DCF Appendix (WACC)
47 The equity weight 2:09
48 Cost of debt 4:55
49 Cost of equity 2:46
50 Beta 1:19
51 Industry and adjusted beta 11:23
Chapter 6: Relative Valuation
52 Introduction to relative valuation 3:44
53 Valuation multiples 5:45
54 Trading comps exercise 1:47
55 Trading comps exercise solution 5:12
56 Trading comps strengths and weaknesses 2:25
57 Transaction comps 2:26
58 Transaction multiples 2:05
59 Transaction comps exercise 1:12
60 Transaction comps exercise solution 4:12
61 Transaction comps strengts and weaknesses 2:03
Chapter 7: Mergers and Acquisitions
62 Introduction to M&A 4:31
63 Players in M&A 3:48
64 The role of the investment bank in M&A 5:47
65 A day in the life of an M&A advisor 3:26
66 Accretion/dillution analysis 5:30
67 Deal consideration: paying in stock vs. cash 5:13
68 Simple Accretion/dillution exercise 8:36
69 Goodwill and acquisition accounting 7:53
70 Purchase price allocation exercise 5:04
71 Income statement deal adjustments 9:50
72 Accretion/dillution exercise 2 5:07
73 Accretion/dillution exercise 2 solution 14:56
Chapter 8: M&A Appendix (Advanced M&A)
74 Book vs. tax differences in M&A 4:47
75 Deferred taxes in M&A 4:59
76 Book vs. tax income statement differences 6:31
77 M&A DTL impact on financial statements 6:33
78 PPA exercise revisited 1:58
79 Target pre-deal DTLs 2:20
80 Pre-deal DTAs in asset sales 2:40
81 Pre-deal NOLs in stock sales 2:33
82 Summary and rules of thumb 3:02
Chapter 9: Leveraged Buyouts
83 Introduction to leveraged buyouts 7:29
84 Simple LBO exercise 7:02
85 Simple LBO exercise 2 8:41
86 Which companies make good LBO targets 11:08
87 The role of tax savings in LBOs 3:36
88 LBO capital structure 3:24
89 LBO equity 4:32
90 Introduction to LBO debt 5:15
91 Term loans and revolvers 6:22
92 High yield bonds 3:38
93 Covenants 1:53
94 Mezzanine and bridge loans 2:52
95 LBO exercise 1 1:46
96 LBO exercise 2 12:01
View More
View Less
CPE logo

Earn CPE Credits with WSP Online Courses

CPE logo Wall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
X

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.