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Learn to model the way banks do
Wall Street Prep trains analysts at banks and private equity firms to build Excel models: three statements, DCF, comps, M&A and LBO. This page shows where to start, the order to take the courses in, and the discount for AIC Premium members.
20% off every self-study course
For Amsterdam Investment Club Premium members. Enrol on wallstreetprep.com with your university email address and enter the code at checkout.
Three steps, in this order
Each course builds on the one before. Start at step 1, even if you feel fine in Excel.
Two short crash courses
Every model rests on being quick in Excel and knowing how the three financial statements fit together. Banks test both in interviews.
The Premium Package
Wall Street Prep's main programme, and the one banks use to train their own new analysts. Six modelling courses plus a bonus course. Pass all six final exams and you earn the Financial & Valuation Modeling Certification for your CV and LinkedIn.
- 7 courses
- About 46 hours
- $499
- Certificate
- 1 month of PitchBook
- 1
Financial Statement Modeling
A three-statement model of a real company, projected forward. Everything after starts here.
- 2
DCF Modeling
Value a company from the cash it will make, discounted back to today.
- 3
Trading Comps Modeling
Value a company against similar listed companies and their multiples.
- 4
Transaction Comps Modeling
The same idea, using prices paid in past takeovers.
- 5
M&A Modeling
One company buys another: how it is paid for, and what it does to earnings per share.
- 6
LBO Modeling
A private equity buyout funded mostly with debt, and the return when the fund sells.
Pick the job you want
Not aiming for banking? Skip step 2 and take the course that fits. The crash courses come first in every case.
Equity research
Sell-side research is the stock research banks and brokers write for their clients. This certification ($499, nine courses, about 25 hours) shows how their analysts follow a stock: the earnings model, the price target and the report. A good next step for members of the Sophron® Analyst Program.
Later in your career
Wall Street Prep also runs longer certificates with the Wharton School and Columbia Business School. They cost several thousand dollars and are built for people already working in finance: a step for after your first job.
Open Excel. Start with step 1.
AIC Premium members get 20% off every self-study course. Your code is in the box at the top.
Disclaimer
Wall Street Prep is an independent company. Screenshots are taken from wallstreetprep.com. Prices are in US dollars and set by Wall Street Prep; they, and the course contents, can change, so check their own page before you pay. This page is for educational purposes only and is not investment or career advice. Questions? Email contact@amsterdaminvestmentclub.com. See our Terms and Privacy policy.