Wall Street Prep
PowerPoint Crash Course

PowerPoint Crash Course

Learn strategies and techniques for building better pitchbooks, client decks and other presentations with precision and speed. For investment bankers, consultants and anyone who uses PowerPoint.

Why you should take this course

What You'll Learn
PowerPoint environment and setup techniques
Master slides demystified
Aligning elements, lines and connectors
Building, editing and overhauling layouts
Tons of techniques for max speed and efficiency

Investment bankers and consultants use PowerPoint differently than most. A single IB or consulting slide may contain more analysis and strategy than an entire sales presentation, and the fast pace under deadline means slides must be setup with an easy-to-work-with flexibility.

Wall Street Prep's PowerPoint Crash Course teaches finance professionals and consultants the strategies and techniques they need to build better pitchbooks and client decks with lightning-fast efficiency.

Who is this program for?

This course is designed for finance professionals, consultants and anyone who uses PowerPoint.

  • Investment Banking
  • Consulting
  • Equity Research
  • Private Equity
  • FP&A and Corporate Finance

Wall Street Prep’s PowerPoint Crash Course is used in productivity training programs at top financial institutions and business schools.

Course Samples

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QAT Secrets Part 1
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Speed Demonstration: How Fast You Will Become
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The Boxing Technique

Course Highlights

  • Taught by experienced professionals

    Our instructors are former finance professionals and consultants who know what it takes to build great looking decks during deals and client engagements.

  • The same employee training used at top firms

    This is the same course our corporate clients use to teach their finance professionals and consultants how to build better pitchbooks and client decks.

  • Breeze though lesson videos at 1.5x & 2x speed

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

  • Get instructor support throughout the course

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

Full Course Agenda

    The Setup open
    • Speed Is On Your Keyboard
    • The PowerPoint Environment
    • The Formatting Guides
    • Shortcuts And Smart Guides
    • QAT Secrets Part 1: PowerPoint 2010 And Later
    • QAT Secrets Part 1: PowerPoint 2007
    • QAT Secrets Part 2
    The Challenge Slides open
    • The Challenge Slides Review
    • The 2,3,4 Formatting Sequence
    • Rapidly Editing A Shapes Dimensions
    • PowerPoint Layering Secrets
    • Force Drawing And Fixing Straight Lines
    • Jumping Objects Into Perfect Alignment
    • Your PowerPoint Insurance Policy
    • Speed Demonstration: How Fast You Will Become
    • Expanding The Challenge Slides
    • Different Ways To Copy And Paste Formatting
    • The Format Dipper
    • Secrets For Working With Multiple Lines At Once
    • Taking The Challenge Slides In A Different Direction
    • Using The Rand Function To Fill In A Layout
    • Stress Testing Your Layouts Before They Are Final
    Ninja Lines open
    • Limitations Of The Alignment Tool Crash Course
    • Distributing The Un-Distributable
    • Aligning Objects To Your Slide Master
    • Otherwise Impossible Odd Side Alignments
    • The Ninja Line Shadowing Technique
    • Creating Snap Grids For Perfect Alignments
    Leveraging Lines As Connectors open
    • Understanding Proper Connections
    • Connecting Multiple Lines At Once
    • Eliminating Fake Elbow Connectors
    • Elbow Connector Best Practices
    • The Fastest Way To Hook Up A Hierarchy
    • Connector Mess: Standardizing Your Slide
    • Connector Mess: Hooking Up All Your Connectors
    • Connector Mess: Re-Arranging Your Layout
    • Exercise: The Drop & Hide Technique
    • Exercise: Working In Point Editing Mode
    Boxing Things Up open
    • Defaulting Your Formatting
    • The Boxing Technique
    • 60 Second Polish Test
    • 120 Second Polish Test
    • Boxing Up Other PowerPoint Objects
    • Implied Boxes With Flying Carpets
    • Exercise: Additional Boxing Layouts
    • Exercise: Creating Side Titles
    • Supplemental Exercise #3: Cutting Out An Odd Shaped Box
    • Exercise: Layering Up To An Odd Shaped Box
    Tables open
    • Navigating Tables From Your Keyboard
    • Table Formatting Best Practices
    • Reworking A Table Pasted In From Excel
    • Selection Pane Distribution Secrets
    • Boxing Up Your Tables
    • Fixing The 3 Phantom Spacing Menaces
    • Merging And Splitting Tables
    • Exercise: Building Out Around A Table
    • Exercise: Creating The Accounting Style Formatting In PowerPoint
    • Exercise: Creating Tab Stop Tables
    • Exercise: Breaking Tables Apart
    Charts open
    • The Trick To Breaking Charts Apart
    • Charting Shortcuts, Mistakes And The Linking Vs. Embedding Debate
    • The Chart Formatting You Will Use 90% Of The Time
    • Copying And Pasting Your Chart Formatting
    • PowerPoint 2007 And 2010: Creating A Double Layered Axis
    • PowerPoint 2013 And Later: New Charting Features + Creating A Double Layered Axis
    • Creating Automatic Calculating Totals For Stacked Column Charts
    • Dueling Bar Charts 1: Bar Charts Vs. Column Charts
    • Dueling Bar Charts 2: Laying Out Two Equal Bar Charts
    • Dueling Bar Charts 3: Creating Back-To-Back Dueling Bar Charts
    • Dueling Bar Charts 4: Creating A Table-Like Effect Around Your Dueling Bar Charts
    • Creating A Reporting Dashboard: PowerPoint 2013 And Later
    • Creating A Reporting Dashboard: PowerPoint 2007 And 2010
    • Exercise: Overlaying An XY Scatter Plot for PowerPoint 2013 And Later
    • Exercise: Overlaying An XY Scatter Plot for PowerPoint 2007 And 2010
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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.

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