Premium Package

Premium Package

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.

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What You'll Learn

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    Financial Statement Modeling

    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.

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    DCF Modeling

    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.

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    Accretion Dilution (M&A) Modeling

    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.

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    Trading Comps Modeling

    “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.

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    Transaction Comps Modeling

    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.

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    LBO Modeling

    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.

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Course Objective

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.

Course Samples

Exam and Certification

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?

Premium Package Highlights


  • Intuitive, Self-Paced and Comprehensive

    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.


  • Real World “On the Job” Investment Banking Training

    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.


  • Support Center

    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


  • 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 $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.


  • Resume Inclusion

    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.


  • Boost Add-In for Excel

    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!

Prerequisites

  • Accounting: The program assumes a basic introductory knowledge of accounting (e.g. interaction of balance sheet, cash flow, and income statement). Students with no prior background in Accounting should enroll in the Accounting Crash Course.
  • Corporate Finance: Although general exposure to corporate finance is helpful, it is not required.
  • Excel: Basic introductory Excel knowledge is highly recommended. Students with limited or no experience using Excel should enroll in the Excel Crash Course.
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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.