Wall Street Prep Special Offer

CFA Society Boston members use promo code cfaboston to receive 20% off any of the following courses. Please note you must use the registration links provided below.

July
30
2021
9:00 AM-5:00 PM ET

Financial and Valuation Modeling 3-Day Virtual Boot Camp

This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.

August
6
2021
9:00 AM-5:00 PM ET

Financial Modeling for the Oil & Gas Sector 3-Day Virtual Boot Camp

This boot camp is a 4-hour instructor-led virtual “Power Session” where trainees learn advanced Excel functionality using an intuitive, step-by-step approach. This seminar is designed for Excel users who would like to power-charge their productivity in Excel by learning lesser-known but highly-effective functionality.

August
13
2021
9:00 AM-5:00 PM ET

Financial & Valuation Modeling 3-Day Virtual Boot Camp

FP&A professionals require a cross-functional understanding of accounting, finance, corporate strategy, and industry dynamics. This virtual workshop fills the common knowledge gaps we see in corporate finance professionals, including modeling, data visualization, storytelling, and variance analysis in the FP&A context, along with Capex, budgeting, forecasting, and setting up a framework for effective KPI reporting. CFA Society Boston members use promo code cfaboston to receive 20% off this course.

August
14
2021
9:00 AM-5:00 PM ET

13-Week Cash Flow Modeling

This boot camp is an intensive instructor-led training program where trainees learn 13-Week Cash Flow Modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation.

August
17
2021
1:00 PM-5:00 PM ET

Modeling Multifamily Real Estate 4-Hour Virtual Power Session

Designed for investment banking, PE and real estate investment professionals, you will learn how professionals underwrite and analyze multi-family properties in order to evaluate investment opportunities and drive valuation. This course does not assume a prior background in Real Estate. However, this course is taught at a fast pace and those who enroll should have an introductory knowledge of accounting and proficiency in Excel.

August
18
2021
9:00 AM-5:00 PM ET

FP&A Technical Mastery 3-Day Virtual Boot Camp

This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.

August
20
2021
10:00 AM-4:00 PM ET

Sales & Trading: How Stocks, Bonds, and Derivatives are Traded 6-Hour Virtual Power Session

This instructor-led virtual “Power Session” is an intensive virtual training program where we will discuss how to trade the way its done on the job before putting those skills to the test in a trading simulation.

August
23
2021
9:00 AM-5:00 PM ET

Bank Industry Modeling

The unique regulatory framework and business model of financial institutions pose specific challenges in the areas of analysis, forecasting and valuation. In this 2-day course, participants will focus exclusively on banks. On Day 1, you will understand the operating model of banks and regulatory and capital implication, and learn how to analyze the financial statements of a bank and begin building a complete bank forecast model. On Day 2, you will complete the forecast model, then create a Dividend Discount Model (DDM) for bank valuation. The course will conclude with a discussion of specific considerations around bank M&A. This intensive course is designed to equip professionals engaged in the analysis and valuation of banks, with the hands-on skill set needed on the job and is taught by an experienced FIG investment banker.

August
25
2021
1:00 PM-5:00 PM ET

PowerPoint 5x Speed Training for Finance & Consulting

Investment bankers and consultants use PowerPoint differently than most. A single IB or consulting slide may contain more analysis and strategy than an entire sales presentation, and the fast pace under deadline means slides must be setup with an easy-to-work-with flexibility. Our PowerPoint Speed Training Boot Camp teaches finance professionals, consultants and ANYONE who uses PowerPoint the strategies and techniques they need to build better decks with lightning-fast efficiency.

August
27
2021
9:00 AM-5:00 PM ET

Financial & Valuation Modeling 3-Day Virtual Boot Camp

This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.

August
28
2021
9:00 AM-5:00 PM ET

Private Equity Deal Process 1-Day Virtual Boot Camp

Led by former private equity professionals, this course takes a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional. Designed for incoming and prospective PE associates as well as investment bankers and lenders working with PE clients, this boot camp is an insider’s walkthrough of the key phases of the PE deal process. We bring you through the major PE deal checkpoints (Pre-Deal,First Round Bid/IOI,Diligence Deep Dive/LOI, Post-LOI, Closing) and describe how junior professionals can add value to the deal team.

August
30
2021
9:00 AM-5:00 PM ET

Introduction to Equity Research Modeling & Analysis 1-Day Virtual Power Session

Led by experienced sell-side professionals, this boot camp is an introduction on how equity research professionals use financial models to provide research & insights in order to drive investment decisions. Specifically, trainees will learn how ER professionals use earnings releases and quarterly model updates, how they formulate investment theses, adjustments made to normalize financial metrics to arrive at adjusted EBITDA, and modeling best practices.

September
1
2021
1:00 PM-5:00 PM ET

Power Session M&A Deal Structures

This boot camp is an intensive instructor-led training program where trainees learn about legal and tax structures in M&A with a specific focus on the differences and contrasting motivations between asset sales and stock sales. We begin with a quick review of purchase price allocation before walking through the different transaction structures and the significant tax and accounting implications of each. We will examine the benefits and considerations of each deal structure to the buyer and seller and analyze how a negotiation can optimize their outcomes. We conclude with a look at the deal structure’s impact on financial models.

September
2
2021
1:00 PM-5:00 PM ET

DCF Modeling 4-Hour Virtual Power Session

Used widely at investment banks and universities, this seminar walks trainees step-by-step through the DCF valuation methodology, a core investment banking skill required by any Wall Street analyst. At the end of this advanced training session, attendees will understand how to forecast unlevered cash flow items, calculate terminal value and construct scenario analysis. This session is ideal for both MBAs and liberal arts students with little to no finance background.

September
7
2021
9:00 AM-5:00 PM ET

Excel VBA for Finance

This boot camp is an intensive instructor-led training program where trainees learn the secrets of Automation and Efficiency in Excel VBA using an intuitive, step-by-step approach. Participants will write subroutines and user-defined functions in VBA in a fun and energetic setting. We will build templates that can quickly turn large obscure data files into clean, elegant reports. We will learn iteration methods to dramatically increase productivity. Participants will also create user interfaces and build data entry forms to interact with Excel users. No prior programming knowledge is needed.

September
10
2021
10:00 AM-6:00 PM ET

Biotech SOTP Valuation 1-Day Virtual Boot Camp

This boot camp is an intensive instructor-led training program where trainees learn the secrets of Automation and Efficiency in Excel VBA using an intuitive, step-by-step approach. Participants will write subroutines and user-defined functions in VBA in a fun and energetic setting. We will build templates that can quickly turn large obscure data files into clean, elegant reports. We will learn iteration methods to dramatically increase productivity. Participants will also create user interfaces and build data entry forms to interact with Excel users. No prior programming knowledge is needed.

September
15
2021
9:00 AM-5:00 PM ET

Introduction to Restructuring & Bankruptcy 101 1-Day Virtual Power Session

This boot camp is an intensive training program where we introduce trainees to financial restructuring, including major terms, concepts, common restructuring techniques and how restructuring professionals build three-statement bankruptcy models.

September
16
2021
9:00 AM-5:00 PM ET

Insurance Industry Modeling 2-Day Virtual Boot Camp

The unique regulatory framework, accounting and business model of insurance companies create challenges in the areas of financial statement analysis, forecasting and valuation. This intensive 2-day course is designed to equip professionals engaged in the analysis of insurance firms with the practical financial skill set they need on the job. We will analyze the financial statements of both P&C and life insurers and then build a forecast and valuation model for a real-life P&C insurance company.

September
24
2021
9:00 AM-5:00 PM ET

Financial & Valuation Modeling 3-Day Virtual Boot Camp

This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.

October
15
2021
9:00 AM-5:00 PM ET

Financial & Valuation Modeling 3-Day Virtual Boot Camp

This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.

October
22
2021
9:00 AM-5:00 PM ET

Oil & Gas Midstream Industry Modeling 2-Day Virtual Boot Camp

This boot camp is an intensive instructor-led training program where trainees learn midstream oil and gas industry financial and valuation modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.

November
5
2021
9:00 AM-5:00 PM CT

Financial & Valuation Modeling 3-Day Virtual Boot Camp

This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.

December
10
2021
9:00 AM-5:00 PM ET

Financial & Valuation Modeling 3-Day Virtual Boot Camp

This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.

NEW Receive 20% Off Self-Study Courses through Wall Street Prep

CFA Society Boston members use promo code cfaboston to receive 20% off any of the following self-study courses.

Premium Package - Financial & Valuation Modeling  Wall Street Prep’s complete financial and valuation modeling training program: Learn DCF, Comps, M&A, LBO and Financial Statement Modeling the way it's done on the job. Register Here
Basic Package – Financial Statement Modeling Learn financial statement modeling and modeling best practices, using an intuitive step-by-step approach. For the complete modeling program including valuation modeling, see Wall Street Prep’s Premium Package.  Register Here
LBO Modeling  Learn how to build, analyze and interpret comprehensive LBO models. Designed for investment bankers and private equity professionals.  Register Here
Real Estate Financial Modeling This program breaks down everything you need to build and interpret real estate finance models. Understand the real estate industry's unique drivers and challenges. Learn to build a REIT financial model from scratch. Register Here
The Ultimate Project Finance Modeling Package Everything you need to build and interpret project finance models for a transaction the way it's done on the job. 
 
Register Here
The 13-Week Cash Flow Model Learn how to build an integrated 13-week cash flow model step-by-step.  Register Here
Bank & FIG Modeling Banks don't look like other companies. Learn how to model, analyze, and value them, step-by-step. Register Here
Restructuring Modeling Learn restructuring modeling using real bankruptcy case studies. Includes industry primer and an advanced bankruptcy model. Register Here
The Impact of Tax Reform on Financial Models Learn how financial models need to be revised to reflect TCJA limits on interest expense deductions, bonus depreciation and changes to NOL rules.  Register Here
Biotech Sum of the Parts Valuation Learn how to build a biotech-sum-of-the-parts valuation the way it's done on the job. Register Here
Demystifying VC Term Sheets & Cap Tables
Demystifying VC Term Sheets & Cap Tables Register Here
Accounting Crash Course Our popular accounting course is designed for those with no accounting background as well as those seeking a refresher.  Register Here
Advanced Accounting Covers accounting topics that are frequently encountered on the job but aren't taught in basic accounting courses. Register Here
Analyzing Financial Reports Learn the layout and composition of financial reports. Covers the 10-K, 10-Q, 8-K, S-4, S-1, and many others.
 Register Here
Interpreting Non-GAAP Reports Learn how to interpret non-GAAP disclosures and model their impact on historical results, forecasts and valuation.  Register Here
Crash Course in Bonds
Designed for those pursuing a career in fixed income research, investments, sales & trading or debt capital markets.  Register Here
Excel Crash Course Training for those who are new to (or rusty with) Excel. Lessons cover all Windows versions of Excel. Register Here 
The Ultimate Excel VBA Course Write VBA code that you can immediately use on the job. No programming experience needed! Obtain the WSP Visual Basic in Excel Certification upon completion. Register Here 
The Ultimate Guide to the Technical Finance Interview Comprehensive technical interview training with access to 100+ interview questions and answers.  Register Here

Contact Us

Interested in learning more?...Contact us now.