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Wall Street Prep also offers corporate training in investment banking, private equity and buy-side, and financial planning and analysis. Wall Street Prep focuses on providing instructor-led training, practical curriculums, and providing job preparation for future interviews.

Wall Street Prep is a finance school established by investment bankers to “train the financial services industry.” Their focus is on teaching students the real-world skills they need to succeed in financial careers. As a highly respected training school with connections all around the world, Wall Street Prep specializes in investment banking and corporate finance to “bridge the gap between academia and the real world.”

In 2004, Matan Feldman founded Wall Street Prep. Before that, he was an Analyst for Chase Manhattan Bank’s Mergers & Acquisitions Group, as well as an Associate of JP Morgan’s Equity Research Group. He has overseen client training programs for major financial institutions and universities like Morgan Stanley, Raymond James, Wharton Business School, and Kellogg. Now, he’s bringing his expertise to Wall Street Prep as the Managing Partner.

The curriculum features a wide array of self-study courses, bootcamps and power sessions, and corporate training. For students or professionals looking to learn any skills related to investment banking or corporate finance, Wall Street Prep has a learning opportunity available. The school is registered with the National Association of State Boards of Accountancy (NASBA), which means they’re a “continuing professional education on the National Registry of CPE Sponsors.”

With more than 200 corporate clients, over 125 university clients, and upwards of 300,000 learners, it’s safe to say that Wall Street Prep is an excellent learning resource in both the business and finance worlds. Major clients include, but are not limited to Raymond James, Pepsi, Verizon, BMO, MIT Sloan School of Management, London Business School, Cornell University, and Harvard Business School.

School Locations

Wall Street Prep is located in Brookline, MA. They offer self-paced courses, live bootcamp and power hour training events, as well as corporate and on-campus training.

Courses are completed online, and many of the live bootcamps and training events are held virtually as well. Corporate and on-campus training is held at the client’s location, whether that’s an office, classroom, or university setting.

Subjects Taught at Wall Street Prep

Wall Street Prep specializes in investment banking and corporate finance.

Wondering how Wall Street Prep compares to other schools and courses in finance? You can compare finance courses from many different training providers using the Noble Desktop Classes Near Me tool.

Wall Street Prep also offers a Python certification, as well as a VBA Coding course. You can compare Python courses and VBA courses using the same tool.

What Classes Are Available?

For those interested in learning about finance or corporate banking, Wall Street Prep has numerous courses that may be an excellent place to start.

Wall Street Prep offers four modes of learning: self-study, bootcamps and power sessions, corporate training, and on-campus training.

Self-study covers seven main topics, including:

• Financial Modeling
• Accounting, Finance, & Credit
• Finance Interview Prep
• Industry-Specific Modeling
• Markets - Sales & Training
• Real Estate
• Productivity & Data Analysis

Visit the Wall Street Prep website to see a complete list of self-study courses. Below are some of the most popular self-study courses and certifications.

Wall Street Prep’s flagship program, Financial Modeling Premium, is a comprehensive set of courses that teaches students about Financial Statement Modeling, DCF Modeling, M&A Modeling, Trading Comps Modeling, Transaction Comps Modeling, and LBO Modeling. On top of the coursework, there are also a few bonuses, such as 38 mini-courses (one to two hours each) and a “Meet Your Instructor” kick-off class. Wall Street Prep estimates that most students spend 70-90 hours on the program. There is a certification exam students can complete within two years of taking the course, and optional add-ons for 1-on-1 tutoring. Students do need a basic understanding of Accounting and Microsoft Excel to complete the program successfully.

Financial Modeling Basic is also a popular course. It’s an “abbreviated version” of the Premium package that focuses on financial statement modeling. During the course, students have access to 81 lessons with more than ten hours of recorded material. Examples of lessons include Excel shortcuts for financial modeling, how to deal with circularities in a model, how to build a “fully integrated three-statement model using established forecasting and schedule conventions,” and how to perform sensitivity and scenario analyses. During the course, which takes between 20-30 hours to complete, students will develop a three-statement model (from scratch), and learn to input historical data to project financial statements. Students still have the option to add 1-on-1 tutoring for an extra cost. They also need to know the basics of Accounting and Excel.

Wall Street Prep offers a Fixed Income Markets Certification (FIMC), a globally recognized program to prepare students for successful careers as a Fixed Income Trader on the Buy Side or Sell Side. This comprehensive, career-focused certification includes more than nine hours of video instruction designed by professionals in the field who know what Fixed Income salespeople and traders need to know.

Students can finish the course in about a month working on the course for four hours per week. In total, there are ten courses, 22 hours of material, and 5,900 alumni. The material starts with an overview of the Fixed Income Market, explains the sell-side and buy-side of investment banking, discusses fixed income products, money markets, and ends with a look at corporate bonds. When they complete the course, students will earn a verified certificate that’s both meaningful and easily shareable on resumes and LinkedIn. Wall Street Prep also offers an Equities Markets Certification (EMC) that’s similar in structure but prepares students for Equities Markets Trader careers on the Buy or Sell Sides.

The Investment Banking Interview Guide (“The Red Book”) is a great resource for people who find themselves with investment banking interviews. This digital book has more than 275 pages and is continually updated with real investment banking interview questions and answers from “professionals who have been there.” Wall Street Prep’s faculty, more than 50 professionals, have compiled over 1,000 questions including the areas of accounting, valuation, mergers and acquisitions, LBO/private equity, capital markets, industry specifics, behavioral, and even interview strategies. Major companies such University of Pennsylvania Wharton School of Business, Berkeley Haas, and Harvard Business School use this book as a training resource.

For the more technically-minded, Wall Street Prep offers The Ultimate Python Certification Course so that students can learn “the world’s most in-demand programming language” with the same material and certification used by world-class financial institutions. The course will help finance professionals learn Python “from the ground up”—students don’t need coding experience to get started. The three-course program offers more than 40 hours of step-by-step videos, real-world examples, and annotated Jupyter code notebooks broken down into three main modules: Intro to Python, Intermediate Python, and Third-Party Python Libraries. The course is taught by an experienced software engineer who has “twenty years of real-world development experience” and a Ph.D. in Math. Students who complete the course, which Wall Street Prep estimates will take about a month if they work on it 12 hours per week, will receive a globally recognized, verified certificate.

The Ultimate Excel VBA Course is a comprehensive course designed to teach VBA programming language within Microsoft Excel. Ideal for students and professionals, the course doesn’t require any programming knowledge to get started. Some of the topics covered in the 197 lessons include: how to write macros, functions, and subroutines as well as how to “breeze through large data sets with ease.” Students will be able to start using VBA code right away and will see many real-world examples and exercises. More than 61K students have taken the course, and it’s used in major universities and financial companies like Saïd Business School at the University of Oxford, BlackRock, and Halliburton.

Wall Street Prep also has a handful of self-paced “crash courses” in Microsoft Excel, Microsoft PowerPoint, Accounting, and Bonds.

Wall Street Prep offers live online Bootcamp & Power Session events for many topics such as Excel & PowerPoint, Financial Modeling, and Industry-Specific Modeling. Power Sessions are held on one day (four to six hours) and bootcamps are held on multiple days (one to three days). You can search the events by skill, industry, or format. When you find an event you’re interested in attending, simply click on it to see how many CPE credits it’s worth, upcoming dates, who the event is for, and all the details about what topics will be covered.

Corporate Training is also available through Wall Street Prep. For Investment Banking, the school offers summer intern programs, promotion and career milestone programs, entry programs, and continuing professional development opportunities. Wall Street Prep is the primary trainer of finance professionals, and on average completes more than 150 classroom programs per year. The online platform is used by 7/10 of the top global investment banks, likely because the programs Wall Street Prep gives are customized to the client and work with individuals on their learning plan rather than providing general information.

Private Equity & Buy Side Corporate Training has a similar setup but works with private equity and investment firms. More than 50 companies utilize this training in-house in 2019, and 12/20 top Private Equity firms used these programs, which contain over 100 hours of private equity and investing content.

Wall Street Prep also offers corporate training for Financial Planning & Analysis, which has been used by major companies like Walgreens, General Motors (GM), and Stryker. The curriculum covers eight topics, including The Power & Art of Business Modeling in FP&A, Outputs & Variance Analysis, Getting to Answers Without Modeling, Forecasting & Budgeting, Data Visualization & Storytelling, Scenarios & Sensitivities, Capex & Project Forecasting, and Strategic Financial Planning & Analysis.

On-Campus Training, which is instructor-led, is available for career centers, professors, and student clubs at both the undergraduate and graduate levels. There are also free article and video resources available on the Wall Street Prep website.

Class Formats

Wall Street Prep’s wide choice of courses gives participants a few ways to learn.

A majority of courses are self-paced, which means when students purchase the course, they get immediate access to all the material and can learn as quickly as they choose. Within the self-paced courses, there are videos, exercises, and case studies to help students walk through the learning process in a step-by-step way. There’s also a Student Support Center where students can ask questions and receive additional downloads to work through the course material.

Bootcamps and power hours are conducted through Zoom and are as interactive as an in-person session. Students are expected to be present using a webcam, ask questions, and sometimes share their work. Wall Street Prep notes that the “instructor will call on trainees to answer questions, ask questions, and share work” during the session. It’s common for training sessions to include small group discussions, 1-on-1 sessions, and presentations alongside the exercises.

Corporate, in-person training sessions occur live in a company’s space and are tailored to the specific needs of that team. Like the other training opportunities Wall Street Prep offers, expect it to be interactive and hands-on.

Admissions Process

Unlike many other training providers who offer bootcamps, Wall Street Prep doesn’t have an admissions process because the training is open to anyone ready to participate.

To access self-paced course materials, simply click on it, pay the admission cost, and receive online access. The process is similar for bootcamps and power sessions.

Some intermediate and advanced courses require prerequisite knowledge, like accounting or Excel. In these cases, the student is required to take the crash course first, or show that they know already.

To host a corporate or on-campus training, you’ll need to speak to a Wall Street Prep professional. There are contact forms to fill out on each website page, and a phone number to call, which makes it easy to connect and get the training details worked out.

Pricing & Payment Options

Because Wall Street Prep has many styles and levels of learning, their prices vary. Since prices are generally affordable, payment is made upfront. Payment plans are not available.

For self-paced learning, prices can range from $39 - $499, depending on the topic.

The crash courses, Accounting, Finance, & Credit courses, and The Investment Banking Interview Guide cost from $39 - $99.

The certification options, including Fixed Income Markets Certification (FIMC), Equities Markets Certification (EMC), and Python certification cost between $199 for Python to $399 for FIMC.

The Industry-Specific and Real Estate courses generally run between $199-$499. The popular Financial Modeling Premium course costs $499, and the Basic course comes in at $199.

For bootcamps and power sessions, the cost can range from $399 to $2,499 depending on the topic.

Prices aren’t specified for corporate or on-campus training options.

There are scholarships available in the United States, Canada, United Kingdom, Australia, and Asia. These one-time $500 scholarships are designed to help undergrads working toward a degree in a finance-related field. To apply for the scholarship, the student must fill out a short online application and write a 500-word essay that shows their passion for a “finance-related career.”

Career Support Services

Students at Wall Street Prep have access to expert instructors who are veterans of the industry. With an emphasis on instructor development, the school believes “world-class instructors are made, not born.”

Outside of recorded or live instruction, Wall Street Prep offers unlimited email-based support for all courses for 24 months, free of charge.

In the Premium Financial Modeling package, Wall Street Prep offers a Resume Inclusion service for new students and alumni, which means you can upload your resume and cover letter and share it with the alumni and student network. In both the Premium and Basic Financial Modeling courses, students can opt to do real-time video tutoring with investment bankers for $800 per hour.

Alumni Outcomes

Wall Street Prep has a large alumni network of more than 300,000 students, although it doesn’t list any alumni. There is a Sales & Trading Salary Guide, which explains how the Sales & Trading positions for Fixed Income (from Analyst to Associate ranks) get paid and provides salary numbers one could expect to make in those positions.

What Do Students Say?

Although the consensus about Wall Street Prep is positive, there aren’t a lot of online reviews for prospective learners to examine.

Several students noted that the courses, particularly the Financial Modeling Premium package, provides a comprehensive look at what many models “look like on the job.” The training is noted as “in-depth and easier to understand” than competitors, and builds a “strong foundation” that one student noted, “put me in a position where I am prepared for real-life work.” Many reviewers cited that JP Morgan used Wall Street Prep to train their analysts as a way to reflect its credibility within the industry.

The primary downside of the courses, according to a few reviewers, was that they are “a little expensive,” although most say that they felt like it was a “solid course” and was worth it for their careers.

Pros & Cons

Pros of Wall Street Prep

• Many self-paced options
• Affordable learning opportunities
• Trustworthy information that leads the financial industry
• An extensive alumni network
• Well-known and trusted name in the financial industry

Cons of Wall Street Prep

• No in-person learning opportunities outside of corporate and university settings
• Little career support connected for self-paced courses
• Few third-party student reviews