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Wall Street Prep

IB Soft Skills: Tools for Becoming an Amazing Junior Banker

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IB Soft Skills: Tools for Becoming an Amazing Junior Banker

  •   19 Lessons
  •   1h 22m
  •   33,938 Students

Want to get into investment banking? Sure, you'll need top-notch technical modeling skills. But it's your "soft skills" that can truly set you apart. Led by Matan Feldman, Founder and CEO of Wall Street Prep, this investment banking soft skills course walks through the communication skills, etiquette, and attention to detail every junior banker needs to survive this pressure-cooker work environment.

Premium Package Users: You already have access to "IB Soft Skills: Tools for Becoming an Amazing Junior Banker."

Why You Should Take This Course

You’re heading to a friend’s wedding and you’re about to board your plane when you get a call from your office saying you’ve been staffed and need to come back ASAP. What do you do? Becoming a successful banker is not just about modeling and technical skills.

In this course, we talk about the specific tactics and strategies you can employ on day 1 that have nothing to do with modeling. Specifically, you’ll gain tools to handle common challenges and situations. Conducted by Matan Feldman, Founder and CEO of Wall Street Prep, this course will give you actionable tools for differentiating yourself as a junior bankers from day 1.

Wall Street's largest investment banks use "IB Soft Skills" to deliver professional skills training to incoming analysts and associates


Wall Street Prep trains new hires and existing professionals
at the world's largest investment banks

"We have made this course mandatory viewing for all our incoming analysts and associates. It's actually more important to us that they understand this part of the job than modeling."

— Managing Director, Healthcare Coverage Group
Top 3 Boutique Investment Bank

Course Highlights

Taught by Bankers

Our instructors are former I-bankers who give lessons real-world context by connecting it to their experience on the desk.

Used on the Street

This is the same comprehensive course our corporate clients use to prepare their analysts and associates.

1.5x, 2x Video Speed

Save loads of time by bumping up playback speed to breeze through lessons at your own pace.

Instructor Support

Have a question on course content? Communicate directly with instructors by asking questions throughout the course.

Course Samples

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Receiving Assignments
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Scenario: An error in the deck
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Time Management

Course TOC

IB Soft Skills: Tools for Becoming an Amazing Junior Banker
1. Traits of successful investment bankers 7:50
2. Course Downloads Files
3. Work Ethic 4:20
4. Scenario 1: We need you back here 3:55
5. Professionalism 6:25
6. Scenario 2: Getting thrown under the bus 2:32
7. Etiquette 5:48
8. Scenario 3: The client model is a mess 4:02
9. Asking for feedback 3:08
10. Receiving assignments 2:42
11. Scenario 4: Can you take a crack at this 3:09
12. Attention to detail 12:30
13. Scenario 5: There's an error in the deck 3:11
14. Time management 2:23
15. Scenario 6: I need this ASAP! 2:38
16. Resourcefulness 4:01
17. Email best practices 7:38
18. Conference call best practices 5:22
19. IB Soft Skills Review Quiz

Learner Feedback

Earn CPE Credits with WSP Online Courses

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:

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