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.

January
18
2021
1:00-5:00 PM ET

Introduction to Equity Research Modeling and Analysis

TLearn how research professionals approach earnings releases and quarterly model updates, how they formulate the investment thesis, what adjustments they make to normalize financial metrics to arrive at adjusted EBITDA, and best practices when working with quarterly models. CPE Credits: 27. CFA Society Boston members use promo code cfaboston to receive 20% off this course.

January
26-28
2021
9:00 AM-5:00 PM ET

FP&A Technical Mastery 3-Day Virtual Boot Camp

WFP&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.

January
27-29
2021
9:00 AM-5:00 PM ET

Financial and Valuation Modeling 3-Day Virtual Boot Camp

For finance professionals and those looking to break into investment banking, corporate finance, equity research, this boot camp will teach you how to build financial and valuation models the way it’s done on the job. Participants learn to model in an intuitive, step-by-step approach using real case studies. This Boot Camp will be led by experienced finance professionals, this is the same training program used to prepare incoming analysts and associates at top financial institutions. CPE Credits: 27. CFA Society Boston members use promo code cfaboston to receive 20% off this course.

February
8
2021
1:00-5:00 PM ET

M&A Deal Structures: Key Concepts for Investment Bankers 4-Hour Virtual Power Session

There's probably no area of M&A more challenging than understanding the differences between deals structured as stock sales or asset sales/338 elections. This condensed "Power Session" will demystify these differences and walk trainees through key tax and accounting implications for both the buyer and seller. CPE Credits: 4.5. CFA Society Boston members use promo code cfaboston to receive 20% off this course.

February
13
2021
10:00 AM-4:00 PM ET

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

Designed for new traders and those looking to break into trading, this trading "power session" teaches the skillset of a Wall Street trader. How do you quote bids and offers? How do you make money trading client flow? How do you move in and out of large positions? How do you stay within your risk limit? This intensive virtual training seminar is taught by Eric Cheung, a trading professional with 10 years of experience in Rates and Credit Trading at J.P. Morgan. CPE Credits: 7. CFA Society Boston members use promo code cfaboston to receive 20% off this course.

February
16
2021
1:00-5:00 PM ET

DCF Modeling 4-Hour Virtual Power Session

DCF valuation is a core investment banking skill every Wall Street analyst is expected to know. This virtual "Power Session" shows trainees how to build a DCF model for a real public company and compare the output to its stock price. CPE Credits: 4.5. CFA Society Boston members use promo code cfaboston to receive 20% off this course.

February
17
2021
10:00 AM-6:00 PM ET

Biotech SOTP Valuation 1-Day Virtual Boot Camp

Want to value a clinical-stage, pre-revenue biotech? An ordinary discounted cash flow analysis won’t cut it. Instead, you need to build a long-range sum-of-the-parts valuation. This advanced virtual "Power Session" walks participants through the step-by-step process of valuing a biotech company. CPE Credits: 9.5. CFA Society Boston members use promo code cfaboston to receive 20% off this course.

February
17-19
2021
9:00 AM-5:00 PM ET

Financial and Valuation Modeling 3-Day Virtual Boot Camp

For finance professionals and those looking to break into investment banking, corporate finance, equity research, this boot camp will teach you how to build financial and valuation models the way it’s done on the job. Participants learn to model in an intuitive, step-by-step approach using real case studies. This Boot Camp will be led by experienced finance professionals, this is the same training program used to prepare incoming analysts and associates at top financial institutions. CPE Credits: 27. CFA Society Boston members use promo code cfaboston to receive 20% off this course.

March
8
2021
1:00-5:00 PM ET

M&A Deal Structures: Key Concepts for Investment Bankers 4-Hour Virtual Power Session

There's probably no area of M&A more challenging than understanding the differences between deals structured as stock sales or asset sales/338 elections. This condensed "Power Session" will demystify these differences and walk trainees through key tax and accounting implications for both the buyer and seller. CPE Credits: 4.5. CFA Society Boston members use promo code cfaboston to receive 20% off this course.

March
10-12
2021
9:00 AM-5:00 PM ET

Financial and Valuation Modeling 3-Day Virtual Boot Camp

For finance professionals and those looking to break into investment banking, corporate finance, equity research, this boot camp will teach you how to build financial and valuation models the way it’s done on the job. Participants learn to model in an intuitive, step-by-step approach using real case studies. This Boot Camp will be led by experienced finance professionals, this is the same training program used to prepare incoming analysts and associates at top financial institutions. CPE Credits: 27. CFA Society Boston members use promo code cfaboston to receive 20% off this course.

March
13
2021
10:00 AM-4:00 PM ET

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

Designed for new traders and those looking to break into trading, this trading "power session" teaches the skillset of a Wall Street trader. How do you quote bids and offers? How do you make money trading client flow? How do you move in and out of large positions? How do you stay within your risk limit? This intensive virtual training seminar is taught by Eric Cheung, a trading professional with 10 years of experience in Rates and Credit Trading at J.P. Morgan. CPE Credits: 7. CFA Society Boston members use promo code cfaboston to receive 20% off this course.

March
16-18
2021
9:00 AM-5:00 PM ET

FP&A Technical Mastery 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.

March
19
2021
1:00-5:00 PM ET

Modeling Multifamily Real Estate 4-Hour Virtual Power Session

How do private equity and real estate professionals build financial models to analyze whether to invest in a multi-family property? In this virtual "Power Session," you will learn how a real multifamily model is constructed and used to generate key investment insights. Excel Model Template Included- A comprehensive reusable multifamily real estate model template is included with this course. CPE Credits: 4.5. CFA Society Boston members use promo code cfaboston to receive 20% off this course.

March
24-26
2021
9:00 AM-5:00 PM ET

Breaking Into Private Equity: LBO Modeling and PE Deal Process Masterclass 3-Day Virtual Boot Camp

The Private Equity Boot Camp teaches trainees how to construct comprehensive LBO models used to support real transactions. But effective PE professionals must also understand the nuances of the private equity deal process and the non-modeling day-to-day responsibilities of a PE professional. CPE Credits: 27. CFA Society Boston members use promo code cfaboston to receive 20% off this course.

March
26-28
2021
9:00 AM-5:00 PM ET

This intensive boot camp is designed to equip FIG-focused investment bankers, equity research analysts, and bank industry corporate finance professionals with the practical financial skillset they need on the job. In this course, participants focus exclusively on financials and build a complete banking model, as well as a DCF and comparables valuation. Taught by experienced FIG industry professionals, this is the same intensive training used to prepare incoming analysts at top financial institutions. CPE Credits: 18. CFA Society Boston members use promo code cfaboston to receive 20% off this course.

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

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