Investment Banking Clients Include
Wall Street Prep
Training in Action
Wall Street Prep provides end-to-end graduate and intern training across the firm's global IBD and Markets divisions, managing multiple streams across multi-week in-person sessions and asynchronous continuing development.
A leading global investment firm partners with Wall Street Prep to deliver "just in time" learning and group-specific learning journeys across its investment banking division (IBD) on Finance Passport© — an LXP built for investment banking professionals.
Watch how Wall Street Prep partners with Keybanc to make their Annual Women in Corporate and Investment Banking Conference stand out from typical events by delivering marketable skills to its participants.
Wall Street Prep worked with a long-time client on an innovative competency-based Accelerator Program delivered virtually throughout the firm’s full 2-year analyst program.
A leading “elite boutique” partnered with Wall Street Prep to improve the desk readiness of its Investment Banking Associate population.
A Global Bench of Experienced Faculty.
75+ Highly Specialized Investment Banking Practitioners
The instructor is the key to a successful classroom experience, yet many training companies use lower cost
non-practitioners. We are experienced investment bankers, private equity and investment professionals.
Capital Markets
Private Equity
Private Equity
The Only Firm With a Dedicated Middle Market Practice
We do not deliver public-company oriented cookie cutter training. Our Middle Market IB practice is anchored by content of particular relevance for middle market transactions and taught by former middle-market practitioners.
Learn Why Finance Passport© is the Industry's Leading Purpose-Built LXP
An unrivaled depth of content created specifically for finance professionals. Relevant learning and innovative technology enable L&D to deliver the right training at the right time.
Learning Journies
Assessments & Certifications
Meaningful Analytics
Custom Technology Solutions
Topics We Teach
At the core of our tailored training solutions is a deep catalog of investment banking specific content offered both through in-person classroom programs as well as asynchronous on-demand online learning.
Accounting
- Accounting and Financial Statement Analysis
- Interpreting Non GAAP Reports
- Navigating Financial Reports
- Advanced Accounting
- Middle Market M&A Processes
Financial Modeling
- Financial Statement Modeling
- Leveraged Buyout (LBO) Modeling
- Impact of Tax Reform on Financial Models
- Modeling Private Companies
- Constructing an Operating Model
- How to Check Models and Catch Mistakes
Mergers & Acquistitions
- M&A Modeling
- Advanced M&A Accounting
- Sell Side & Buys Side Deal Process
- Middle Market M&A Considerations
- Stock Sales vs Asset Sales
- Understanding Divestitures
- Hostile Takeovers
Valuation
- Discounted Cash Flow Modeling
- Comparable Company Analysis
- Comparable Transaction Analysis
Excel & PowerPoint
- Excel Crash Course
- Advanced Excel for Finance
- Excel VBA Programming
Data Science
- Data Analysis For Finance
- Data Analysis in Python
- Data Visualization
How We Work
Before presenting a comprehensive training program, we strive to deeply understand the makeup of your population, the goals of the stakeholders involved in training decisions and how the programs we deliver fit within your organization's broader learning culture.