Used widely at top investment banks and financial institutions, the Premium Package has everything you need to master financial and valuation modeling. Learn financial statement modeling, DCF, Trading and Transaction Comps, M&A and LBO.
Financial Statement Modeling is the foundation of all subsequent valuation modeling modules. Trainees learn how to build full, dynamic financial statement projection models in Excel from scratch, using real case studies, industry best practices, and sensitivity analyses. Simple, intuitive, step-by-step instructions reinforce theoretical intuition while teaching the mechanics of the model building process.View Agenda
Build a complete, working discounted cash flow (DCF) model in Excel from scratch, using a real case study, industry best practices, and sensitivity analyses. DCF analysis is both academically respected and widely used on Wall Street as a primary method of valuation. Many finance interview questions specifically test a candidate’s understanding of both the academics and mechanics behind the DCF.View Agenda
Building on the knowledge gained from the financial statement modeling course, you will be introduced to valuation analysis in general, and the DCF model in particular. You will learn step-by-step DCF modeling, using the free cash flows already projected in the financial statement modeling case study.
Along the way, you will learn how to estimate the weighted average cost of capital (WACC) in the real world, and build several commonly used approaches to calculating terminal value. Finally, we will use data tables to analyze a broad range of scenarios given different assumptions.
How do professionals at investment banks, private equity firms and other financial institutions analyze the impact of mergers & acquisitions? In this course, you’ll learn how to build a real M&A (accretion/dilution) model in Excel from scratch. In addition, you will build a contribution, synergy and exchange ratio analysis, and learn key M&A accounting concepts.View Agenda
Build an Accretion/Dilution (M&A) Model to reflect the pro forma impact of various Merger & Acquisition scenarios. Using a real case study, you will model out the acquisition of one company by another company, correctly incorporating pro forma balance sheet and income statement adjustments.
Key topics covered include a quick test of accretion / dilution in all-stock deals, pricing structures (exchange ratios/collars/”walk-away” rights), purchase accounting, and the step-by-step allocation of purchase price.
“Comps” analysis is the quickest, most widely used valuation methodology, and fundamental part of the core valuation skill set of investment bankers and finance professionals. In this course, trainees learn how to select and “scrub” comparables, pick the right multiples and build dynamic comps models in Excel from scratch, using real case studies, industry best practices, and sensitivity analyses.View Agenda
“Comps” analysis is the quickest, most widely used valuation methodology, and fundamental part of the core valuation skill set of investment bankers and finance professionals. In this course, trainees learn how to select and “scrub” comparables, pick the right multiples and build dynamic comps models in Excel from scratch, using real case studies, industry best practices, and sensitivity analyses.
Transaction comps (aka deal or transaction comps) is a variant of comparables valuation. Value of the firm is derived by assessing the value of comparable companies recently acquired. In this step-by-step, real case study course, you’ll learn how to select comparable acquisitions, find important disclosures in filings, spread the data and build a complete transaction comps model in Excel.View Agenda
Transaction comps (aka deal or transaction comps) is a variant of comparables valuation. Value of the firm is derived by assessing the value of comparable companies recently acquired. In this step-by-step, real case study course, you’ll learn how to select comparable acquisitions, find important disclosures in filings, spread the data and build a complete transaction comps model in Excel.
LBO models are used widely by investment banks and private equity firms to assess investor returns as well as to value a business in the event of a buyout. You will build a real leveraged buyout (LBO) model from scratch, using real case studies, industry best practices, and sensitivity analyses.View Agenda
Leveraged buyout (LBO) modeling is used widely by investment banks and private equity firms and is often part of a finance interview. In this course, you will learn how to build a real, complex LBO model from scratch. You will start by learning about basic LBO concepts, typical deal structures, and current industry dynamics. You will then begin the step-by-step modeling, covering the most common and challenging issues that emerge when modeling buyouts. The course concludes with a sensitivity and scenario analysis, as well as how to build output tables that are key to any professional-grade LBO analysis.
By the end, you will have mastered financial and valuation modeling and developed the core investment banking skill set that will give you a competitive edge in interviews and on the job.
The Premium Package is designed for students and professionals pursuing careers in investment banking, private equity, corporate finance and equity research. You will follow along with the instructor step by step and build real financial models in Excel from scratch using actual case studies, current methodologies and best practices. It will give you an in-depth understanding of financial statement modeling, DCF, Comps, M&A and LBO modeling. This program pulls no punches — it is the exact same comprehensive training program top investment banks and financial institutions use to prepare analysts and associates for the desk. Rest assured that by the end, you will have mastered financial and valuation modeling and developed the core investment banking skill set that will give you a competitive edge in interviews and on the job.
Wall Street Prep’s Premium Package is used at top financial institutions and business schools.
Financial Statement Model: Depreciation Waterfall
DCF: Unlevered Free Cash Flows
M&A: Modeling Pro Forma Adjustments
LBO: Reviewing Our LBO Model
Financial Statement Modeling Course Manual Course Notes
Leveraged Buyout Modeling Course Notes
Financial Statement Modeling Template
Accretion Dilution Modeling Template
LBO Modeling Template
Premium Package enrollment includes a 3-hour certification exam. You are eligible to take the exam for 24 months from the date of enrollment. Those who complete the exam and score above 70% will receive a Certification in Financial and Valuation Modeling. The exam is challenging and covers the most difficult concepts covered in the program. Learn More: Does Wall Street Prep’s Certification Matter?
Wall Street Prep’s Premium Package is intuitive and self-paced. You should expect to spend approximately 70-90 hours to complete it. Using a combination of videos, Excel model templates and financial reports, this course teaches students and professionals how to build, analyze, and interpret financial models in a step-by-step fashion at their own pace. The program utilizes a case study format, as students follow their tutorial guide alongside the Excel model templates, and are directed to the appropriate external documents (SEC filings, research reports, etc.) in order to build comprehensive models the way they would on the job.
The Premium 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.
Upon enrollment, students gain free and 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
Want a little extra attention? Live video-chat tutoring is available with experienced investment bankers for a fee of $199/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.
In light of the challenges facing prospective job candidates, Wall Street Prep recently launched a free, voluntary opt-in service to all its alumni and new students. Upon enrolling in the Premium Package, you will be given the option to upload your resume and cover letter to WSP.
Free Access to Boost, an all-in-one suite of time-saving tools designed for people who build financial models in Excel. Key features include: Attach common number formats to keyboard shortcuts and cycle rapidly through the different font and color schemes; Easily understand long formulas with the powerful ‘Precedents’ and ‘Dependents’ Tool; And much more!
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.