Boot Camp Overview
Designed for finance professionals and those seeking a career in Sales & Trading, this 3-Day boot camp teaches how securities and derivatives are priced, traded and hedged by S&T professionals.
Trainees learn the ins and outs of Bloomberg and key skills of the S&T job function such as delta hedging and proxy hedging for derivatives.
This boot camp is not an academic or “at-home trading” course. It is taught by experienced Wall Street traders and is the same training used prepare new hires in Sales & Trading at some of the world’s top financial institutions.
OnlinePre-Seminar Excel Training
This boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher.
Who is this Boot Camp For?
- Salespeople, structurers, traders and researchers
- Hedge fund associates, asset managers and other investment professionals
- Finance and quantitative students seeking a career in S&T
- Investment bank quants, mid-office and risk professionals
- Anyone seeking to understand how Wall Street Traders trade
Boot Camp Details
Revisit what you learn
This virtual seminar will be recorded and available for you to review any time from your Wall Street Prep learning dashboard.
This 3-day seminar covers foreign exchange, equities and fixed income and provides an overview of financial markets and economics in the context of a real-world sales and trading role. Led by an experienced trader, this is an applied course focused on real-world examples of stocks, bonds and derivatives. The interactive seminar uses group exercises and trading simulation to give real-world context to concepts discussed in the classroom.
This course is taught by Eric Cheung, a Capital Markets professional with 10 years of experience at J.P. Morgan across Trading, Structuring, Capital Markets and Cross Asset Sales. Eric brings global work experience from New York, London, Hong Kong and Tokyo and real world experience across Equities, Fixed Income, Currencies and Commodities.
Comprehensive training materials (manuals and exercises), detailed reusable modifiable Excel templates for reviewing bond math and option theory, and unlimited e-mail support for content-related questions for 12 months post-seminar.
What to Bring
Laptop, Notepad, and Calculator.
This seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background are encouraged to enroll in and complete the Accounting Crash Course prior to attending the seminar.
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 the 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.learningmarket.org.
Participants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.
Why Attend a Boot Camp?
Our live courses pulls no punches. Each boot camp is the same intensive training used to prepare incoming analysts at top financial institutions.
Learn by Doing
Attendees “learn by doing” by working through practical exercises and building financial models from scratch using real case studies.
Boot camps provide an opportunity to network with MBAs and professionals from industries including investment banking, corp dev and FP&A.
Our instructor-practitioners are experienced bankers who give real-world context by connecting training to their own experience on the desk.
Our training reinforces speed, efficiency and consistency in Excel that investment banking analysts are expected to have on Day 1.
Continuing Ed & Webinars
Enrollment to most boot camps includes access to our continuing education online training platform and webinar series.
Earn 7 CPE Credits with WSP Online Courses
Questions? We're Standing By.
To learn more about this boot camp, fill out the form below or call us at: 617-314-7685
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.