Wall Street Prep

Online Upskilling via Finance Passport©


Global “Bulge Bracket” Investment Bank (Top 3)

Partnership Scope

Global IBD-wide Online Access

Population Size





  • Client was looking to provide online continuing education resources to all of its IBD professionals globally.
  • Key consideration was breadth of topics that would be relevant across different populations (interns, analysts, associates) and groups.
  • Integrating into Client LMS was of paramount importance to enable easy access and reporting data to Client’s L&D team.


  • WSP worked with client to upload the entire library of courses into the firm’s LMS.
  • WSP developed group-specific learning journeys across various IBD groups.
  • Content ranges from technical skills training (Financial modeling, Excel, Valuation, PowerPoint) to group specific training (M&A, Levfin, Industrials, Healthcare, Saas) to professional skills training (“soft skills in IB”).


  • Access to the online up-skilling tailored specifically for each group is available and is consistently the most heavily used online learning content available on the global investment bank’s online university.