Wall Street Prep

Advanced Excel Boot Camp

This virtual boot camp is designed for intermediate Excel users who would like to power-charge their productivity in Excel by learning lesser-known but highly-effective functionality

What You'll Learn

  • Power-charge your productivity in Excel
  • Learn advanced Excel tips and tricks you can immediately use on the job
  • Taught by experienced finance professionals

This seminar is designed for intermediate Excel users who would like to power-charge their productivity in Excel by learning lesser-known but highly-effective functionality.

By the end of training, you'll have an entire new Excel skillset that you can use immediately on the job. This course is applicable to all PC versions of Excel, and identifies the differences between versions.


Group Rates


This virtual session goes from 9am-5pm Eastern Time (ET)

Power-charged formatting, Presentation & data analysis; Working with large data sets

We'll begin with optimal Excel settings for advanced productivity. We'll focus on common shortcuts, formatting and presentation and best practices for building formulas. We'll ramp things up from there by focusing on power-charged data analysis and management and manipulation of large data sets.

Pre-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.

Wall Street Prep Virtual Training

WSP virtual training events are NOT your traditional online classes. We’ve all been there: You log in only to watch a presenter go back and forth from webcam to screen share.

A WSP Virtual Boot Camp is an engaging learning experience that preserves the opportunity for instructor-trainee interaction, experiential learning and networking with fellow learners. Learners move back and forth between classroom lecture, small group breakout rooms, competitions and 1-on-1 conversations at a lively pace.

Boot Camp Details


This virtual boot camp is an intensive instructor-led training program where trainees learn advanced Excel functionality using an intuitive, step-by-step approach. This seminar is designed for intermediate Excel users who would like to power-charge their productivity in Excel by learning lesser-known but highly-effective functionality.


Virtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture, small group breakout rooms, competitions  and 1-on-1 interaction.

Virtual Training Setup

Learn about technical details and more at our Virtual Training FAQ.

What’s Included?

Comprehensive training materials (manuals and online exercises) and unlimited e-mail support for content-related questions for 12 months post-seminar.

Experienced Instructors

Our instructors are all practitioners with years of directly relevant real- world experience and have a passion for teaching. They understand the importance of teaching in a way that empowers students to apply the lessons from the classroom directly on the job.

What to Bring

Laptop, Notepad, and Calculator.

Cancellation Policy

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?

  • Comprehensive training

    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.

  • Networking opportunity

    Boot camps provide an opportunity to network with MBAs and professionals from industries including investment banking, corp dev and FP&A.

  • Experienced instructors

    Our instructor-practitioners are experienced bankers who give real-world context by connecting training to their own experience on the desk.

  • Excel Mastery

    Our training reinforces speed, efficiency and consistency in Excel that investment banking analysts are expected to have on Day 1.

  • Continuing ed & webinars

    Enrollment includes lifetime access to our continuing education online training platform and our popular monthly webinar series.


Advanced Excel

Excel best practices

  • Introduction to macros
  • Basic Excel setup including macro security, iterations & calculations settings
  • Customizing toolbars in Excel (including adding icons to your toolbar)
  • Excel best practices, including common "shortcut" keys and other efficiency tips
  • Understanding how to efficiently design historical inputs & forecast financial projections
  • Best practices for building formulas (auto sum, filling, anchoring)
  • Auditing formulas and cell references

Power-charged formatting and presentation

  • Utilizing shortcuts and power keys (special WSP add-in included)
  • Using data validation to create scenario toggles
  • Incorporating INDEX, MATCH, CHOOSE functions to power-charge toggles
  • Dynamic formatting, bordering by combining Styles and Go to Special functionality

Power-charged data analysis

  • Building data tables and presentation best practices
  • Using pivot tables

Management and manipulation of large data sets

  • Understanding and controlling for circular references
  • Building effective Dashboards into analysis and using switches
  • Error-proofing analysis presented in Excel
  • Auditing effectively across multiple sheets and files in Excel
  • Finding and removing phantom links
  • Finding and removing unused names
  • Handling too many formats in Excel and reducing file size
  • Importing and cleaning of data from various sources
  • Helpful functions in data management (text to columns, LEFT, RIGHT, MID, PROPER, TRUNC, CONCATENATE, SEARCH, FIND, RANK, date functions, converting to numbers,
  • Tips and tricks, best practices (e.g., saving in .xlsb, manual calculation, etc.)

Questions? We're standing by.

To learn more about this boot camp, fill out the form below or call us at: 617-314-7685


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