Wall Street Prep
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Premium Package

7 Courses
63h 9m
92,319 Students

Our complete Financial and Valuation modeling training program: Learn financial statement modeling, DCF, Trading and Transaction Comps, M&A and LBO. The same program used to train professionals at top investment banks and financial institutions.

Premium Package

Learn the Core Financial & Valuation Modeling Skill Set

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  • For students and professionals pursuing a career in investment banking, private equity, corporate finance or equity research.
  • Build financial models in Excel from scratch using real case studies and best practices.
  • Learn financial statement modeling, DCF, Comps, M&A and LBO modeling.
  • The exact same training program used by leading financial institutions.

What's Included

1

Financial Statement Modeling

In this course, you will develop a 3-statement model completely from scratch, inputting historical data and assumptions to project out financial statements using step-by-step instruction on selecting, locating, and developing appropriate projection drivers. At completion, you will have developed a complete and comprehensive three-statement model us ...
In this course, you will develop a 3-statement model completely from scratch, inputting historical data and assumptions to project out financial statements using step-by-step instruction on selecting, ...
In this course, you will develop a 3-statement model completely from scratch, inputting historical d ...
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2

DCF Modeling

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. We will continue to use Apple as the case study, and teach you how to value the company step-by-step. Along the way, you will learn how to estimate the weighted average cost of capi ...
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. We will continue to use Apple a ...
Building on the knowledge gained from the financial statement modeling course, you will be introduce ...
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3

M&A Modeling

In this course, you will learn how investment banking and corporate finance professionals model mergers and acquisitions. We’ll start with a review of the current M&A landscape, and key M&A concepts like accretion / dilution, pricing structures (exchange ratios/collars/”walk-away” rights), acquisition accounting, and the step-by-step alloca ...
In this course, you will learn how investment banking and corporate finance professionals model mergers and acquisitions. We’ll start with a review of the current M&A landscape, and key M&A co ...
In this course, you will learn how investment banking and corporate finance professionals model merg ...
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4

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, ...
"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 ...
"Comps" analysis is the quickest, most widely used valuation methodology, and fundamental part of th ...
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5

Transaction Comps Modeling

Transaction comps analysis arrives at a company's value not by building a discounted cash flow or looking at the trading values of peers, but by looking at the purchase prices of recently acquired comparable companies. In this step-by-step course, you’ll learn how to select comparable acquisitions and find important disclosures in filings. Next, yo ...
Transaction comps analysis arrives at a company's value not by building a discounted cash flow or looking at the trading values of peers, but by looking at the purchase prices of recently acquired com ...
Transaction comps analysis arrives at a company's value not by building a discounted cash flow or lo ...
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6

LBO Modeling

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 th ...
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 mo ...
Leveraged buyout (LBO) modeling is used widely by investment banks and private equity firms and is o ...
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BonusBuilding Buyers Lists

In this deep dive into what it takes to build buyers lists for target companies, you'll get an overview of the M&A deal process, learn to understand different types of buyers and analyze the typical motivations and important elements of both strategic and financial buyers. We'll take you through a step-by-step guide on how to use the PitchBook financial data provider to identif ...
In this deep dive into what it takes to build buyers lists for target companies, you'll get an overview of the M&A deal process, learn to understand different types of buyers ...
In this deep dive into what it takes to build buyers lists for target companies, you' ...
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BONUS 38 Mini-Courses

Included in enrollment are 38 mini-courses led by WSP's team of instructor/practitioners. These 1-to 2-hour courses cover a variety of topics from basic (Excel, Accounting, Powerpoint) to more advanced and industry specific.

Included in enrollment are 38 mini-courses led by WSP's team of practitioners.

View Mini-Course List

Live Event"Meet Your Instructor" Kickoff Class

While the Premium Package is self-paced, enrollment includes optional attendance to a 30-minute Zoom session where trainees will meet the program instructor, who will give a brief program orientation and answer questions in a live Q&A.

While the Premium Package is self-paced, enrollment includes optional attendance to a 30-minute "Meet Your Instructor" Zoom session.

1-Month Access to PitchBook

Use the PitchBook platform to see comprehensive private and public market data in action as you work your way through the Premium Package. Explore PitchBook's robust set of tools for understanding valuations such as M&A comps, venture valuation comps, public comps, and fund data.

Use the PitchBook platform to see comprehensive private and public market data in action as you work your way through the Premium Package.

Wall Street Prep’s Premium Package is used at top financial institutions and business schools.

Course Samples

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Financial Statement Modeling: 30,000ft View of Our Model
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Financial Statement Modeling: Revenue Build
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Financial Statement Modeling: Depreciation Waterfall Introdu...
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DCF: Modeling the Mid-Year Convention
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M&A: Modeling Pro Forma Adjustments
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LBO: Reviewing Our LBO Model
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Financial Statement Modeling Template
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Accretion Dilution Modeling Template
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LBO Modeling Template

Get the Financial & Valuation Modeling Certification

Trainees are eligible to take the WSP Financial & Valuation Modeling Certification Exam for 24 months from the date of enrollment. Those who complete the exam and score above 70% will receive the certification. The exam is a challenging 2-hour online examination covering the most difficult concepts covered in the Premium Package.

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 $800/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.

Prerequisites

The program assumes a basic introductory knowledge of accounting (e.g. interaction of balance sheet, cash flow, and income statement) and proficiency in Excel. Students with no prior background in Accounting should enroll in the Accounting Crash Course. Students with limited experience using Excel should enroll in the Excel Crash Course.

Trainee Spotlight

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We use your Premium Package program to train incoming analysts and we couldn’t be happier with the results. The learning experience of having videos synchronized with step-by-step manuals is preferable even to a live class. We looked at a number of options in the space and found WSP to have the most complete offering.
— Alex Tsukernik, Managing Director, Syntella Partners
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Wall Street Prep picks up where MBA programs leave off. While MBA programs focus on theory and strategy, WSP focuses on tactics and how-to. WSP and an MBA work very well together. I highly recommend to students that they augment their classroom studies with a Wall Street Prep course.
— David Cass, MBA Assistant Director, Leeds School of Business
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I'm a sophomore finance student at the University of London. I have only good things to say about the course! The pace is perfect and the model templates help a ton in facilitating and accentuating the lessons. Being a college student, I dare even say this course is better than the lecturers at my school.
— Shaun Chia
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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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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.