Program Overview
6 Courses to Become an Expert in Financial Modeling.
Each course in the program is designed to guide you step-by-step in your journey to develop elite modeling skills. From Excel modeling to DCFs, M&A, valuation and LBOs, this training includes not only the theory, but the practical real-life application needed to thrive in your finance career.
Key Outcomes
Show Your Mastery in Financial Modeling
With six course certifications, the Elite Modeling Program allows you to highlight your financial modeling skills to attract high finance recruiters and land more interviews.
Get a Top-Bucket Bonus
With the proficiency gained from the Elite Modeling Program, you will work more efficiently than your colleagues which will help you rank as a top analyst and/or intern.
Get Put on the Best Deals
Once you establish a great reputation as a modeler, you will get placed on the best live transactions. This leads to not only higher pay, but more importantly, better exit opportunities and future prospects throughout your career.
This program has helped our students and young professionals land and thrive at positions across all top Wall Street firms, including:
What’s included
A step-by-step program to help you master financial modeling
50+ hours of video lessons taught to you by top industry practitioners spread into 550+ lessons over 6 courses to take you from beginner to expert.
Course 1
Excel Modeling Course
Excel is the bread and butter of financial modeling. This course builds your foundational skills in Excel so you can be a pro at using this essential tool for financial modeling. The course is filled with exercises with benchmarks that help you develop and hone your skills not just in theory but also in practice.
Course 2
Financial Statement Modeling Course
The most comprehensive financial statement modeling course on the market. Using our case study of Nike, Inc, you'll be ready to build 3-statement financial models and link up the financial statements on day one of your high finance jobs. This course is taught by a professional with bulge bracket investment banking experience.
Course 3
Discounted Cash Flow (DCF) Modeling Course
This course is designed and delivered by a Wall Street pro. It is the most comprehensive course on DCF modeling including theory and practical lessons, with a detailed step-by-step real-life case study. In the course, you will value a Fortune 500 company with the help of our instructors.
Course 4
Valuation Modeling Course
This courses takes a deep dive into valuation using a real life case study and exercises to build out a set of trading comparables and precedent transactions. Once you finish this course, you will have one of the most crucial skill sets for financial analysis and valuation in your career.
Course 5
M&A Modeling Course
In this course, learn about both sell-side and buyside M&A transactions as well as a detailed case study and M&A modeling. This includes detailed lessons on accretion dilution analyses, financing assumptions, purchase price allocations, S&U of cash and more.
Course 6
LBO Modeling Course
This course will teach you everything you need to know about modeling leveraged buyout transactions (critical for private equity recruiting). From detailed debt schedules to exit, returns and sensitivity analyses, we have every angle covered. Includes advanced modules on dividend recaps and add-on acquisitions.
Program Bonuses
Exclusive Bonuses (Worth $1,000+) for Free
Bonus #1: Full WSO Company Database
12 Month Access to 24,681+ interview insights, 51,233+ exclusive salary and bonus datapoints + 20,127 company reviews...
Bonus #2: 18 Mini Courses + Video Library
Lifetime access to 100+ videos including 18 mini courses (avg 3hrs of content each!)
Bonus #3: Unlimited Professional Support
24 months of elite support. Drop a comment in any lesson and get a response from a pro within 48hrs.
Bonus #4: Free Access to Macabacus
6 months of full access to this Excel plug-in that makes financial modeling even easier, including tools for PowerPoint and Word.
Don’t Take Our Word For It
Hear From Our Students
Wall Street Oasis has trained over 63,000 students at elite corporate and educational institutions for over a decade.
06/02/2023
This course was great to see the true process of modeling for the first time.
This course was great to see the true process of modeling for the first time.
05/18/2023
Very useful course to get an understanding of what an M&A is and how to approach the modeling part of it. Highly recommended to anyone interested in the topic.
Very useful course to get an understanding of what an M&A is and how to approach the modeling part of it. Highly recommended to anyone interested in the topic.
05/10/2023
great modeling course for the financial statements
great modeling course for the financial statements
05/05/2023
Detailed step by step course
Detailed step by step course which helped me understand the core concepts
05/02/2023
An amazing course for beginners and those with an intermediate level of understanding
An amazing course for beginners and those with an intermediate level of understanding of Excel. The course is easy to follow and the videos are enjoyable to watch. This course helped me from transitioning out of full time work in the military to my current role as an analyst!
05/01/2023
one of the most complete finance career related program
If you have little or no experience in constructing LBO models, this is one of the most complete finance career related program that you can opt for. The instructor left no stones unturned in teaching the fundamentals of the LBO as well as many of the assumptions and details that goes into building an LBO model. This program with its theoretical knowledge along with its real life application will potentially level you up before you apply for you dream job. Thank you WSO! Always looking forward to learn more!
04/28/2023
practical insights for day to day use.
As per previous review. Course was easy to follow and provided practical insights for day to day use.
04/25/2023
Super useful primer on financial statement modeling
Super useful primer on financial statement modeling, along with bonus content diving deeper into revenue drivers and depreciation schedules. Highly recommend.
04/22/2023
More than 5 stars
I think if there were more than 5 stars, I would give it to this one. I think this course goes above and beyond. It helps you get a deeper understanding of DCF beyond just a formula. You learn all the concepts around it. Definitely worth it.
04/20/2023
It is worth the time and the money
It is worth the time and the money
04/14/2023
Well worth it, did a much better job teaching than the company I interned at last summer.
Well worth it, did a much better job teaching than the company I interned at last summer.
04/12/2023
Essential for a career in finance
Essential for a career in finance, teaches you in a user friendly way a strong foundation of skills that you will not succeed without in the world of finance! 10/10 would recommend
04/10/2023
I’m definitely using this model in my job and it’s a great tool !
I’m definitely using this model in my job and it’s a great tool !
04/02/2023
Helped for school and work
Helped for school and work
03/27/2023
Recommend this wholeheartedly
Really useful course. I learned a lot during the course, on building models, types of valuation, etc. Recommend this wholeheartedly as well as their other good courses (Modeling package and interview package for the industry you are targeting).
03/27/2023
hands on approach to an LBO.
This was a very hands on approach to an LBO. Definitely worth it if you are planning to move to a PE role. I very much like the professional experience of the teacher and the way the course is paced is perfect for somebody who has no experience in LBOs to understand and learn all the necessary information and tips to impress your manager.
03/24/2023
From basic to advanced, no fuss.
From basic to advanced, no fuss. Complete and with the best practices that I see in everyday work.
03/20/2023
Best Modeling Course Out There!
Best Modeling Course Out There!
I'm an Econ major student, so I've never been taught how to properly do a model, and WSO's modeling course not only prepped me for modeling but also taught me a lot of tips and tricks that have saved me so much time while building up models. Also, it helped me to ace all my technical interviews.
For those who thinking about getting this course, do it now! You won't regret!
I'm an Econ major student, so I've never been taught how to properly do a model, and WSO's modeling course not only prepped me for modeling but also taught me a lot of tips and tricks that have saved me so much time while building up models. Also, it helped me to ace all my technical interviews.
For those who thinking about getting this course, do it now! You won't regret!
03/16/2023
Extremely thorough treatment of LBO modeling
Extremely thorough treatment of LBO modeling (contains 120 lessons, none of the lessons are fluff). I like that they added some useful tips to keep in mind when creating an LBO model in Excel. Unfortunately I am not a finance professional so I can only review this on the basis of a casual learner who was curious about finance. I am not sure how applicable it would be to real world careers but I can definitely say this is a deep introduction for further studying, at the very least.
I am not sure how it compares to other LBO courses in terms of value for money (if there are even other LBO online courses out there), but I do want to emphasize that it is an extremely dense course compared to most other online/MOOC courses so the price (probably) scales accordingly compared to standard online course prices from other services.
I am not sure how it compares to other LBO courses in terms of value for money (if there are even other LBO online courses out there), but I do want to emphasize that it is an extremely dense course compared to most other online/MOOC courses so the price (probably) scales accordingly compared to standard online course prices from other services.
03/07/2023
Helped with understanding how to build and work in an M&A model
As a practitioner, I didn’t have to do any M&A models. This course helped with understanding how to build and work in an M&A model which is great if you are applying for corporate development jobs or dealing with strategic acquirers in your engagement.
03/07/2023
accurately designed for learners.
It's a valuation modeling course and it is accurately designed for learners.
03/05/2023
great course
great course, explaining very clearly all DCF subjects from basic to advanced and providing a full mastery on how building advanced evaluation modeling for investment projects of any kind and size. Super reccomended!
03/03/2023
Grounded in practice and theory.
Grounded in practice and theory. In my opinion, a better alternative to courses like Wall Street Prep and Corporate Finance Institute (I’ve tried them all).
03/01/2023
Extremely well thought out and relevant to anyone looking to explore a career path in finance.
Easy to follow, extremely well thought out, and relevant to anyone looking to explore a career path in finance.
02/27/2023
guided step-by-step through the process of understanding each and every single thing
In this course, you will be guided step-by-step through the process of understanding each and every single thing on a financial statement modeling and creating a comprehensive model. The Wall Street Oasis community is wonderful because you can ask any question and it will undoubtedly be answered, in addition to the invaluable articles that they provide.
02/07/2023
This course taught me a lot
This course taught me a lot about Discounted cash flow modeling in Excel. I pretty much new what DCF is and what the real world implications are. What I hadn't done was real life analysis on companies (lack of time cause of work). This course (and the Elite modeling package I bought it with) bridged the gap between me and what I needed for the career I wanted to get into (buy-side investment advisory). Got the job and here I am. Really grateful for the WSO team for putting such a good resource out.
02/05/2023
Teaches you in detail how to do it with real life companies
This course not only explains relative valuation, but teaches you in detail how to do it with real life companies in an excellent way. It helps you understand really important concepts as well. Definitely worth your time and your money.
02/05/2023
great overall
great overall
01/30/2023
Best beginner couse to financial modelling
Best beginner couse to financial modelling. Very practival
01/29/2023
Got me up to speed
As a new joiner to the PE space from strategy and audit, this course got me up to speed on all the considerations that go into modeling for LBOs. It was especially helpful due to the increased PE activity in the current market (low-interest rate, lots of distressed deals due to covid, etc). My boss was extremely happy that I hit the ground running. Thank you WSO team for making such useful courses! I've used their other courses before this and like always, I've never been disappointed.
01/28/2023
exactly what you need to know to be successful in your PE interviews and job.
This product teaches you exactly what you need to know to be successful in your PE interviews and job.
01/13/2023
Very in-depth course that does a great job covering everything you'd need to know to feel comfortable with LBO's. Instructor was great and gave a lot of tips that I use on a daily basis.
Very in-depth course that does a great job covering everything you'd need to know to feel comfortable with LBO's. Instructor was great and gave a lot of tips that I use on a daily basis.
12/27/2022
Super in depth and well presented.
Super in depth and well presented.
12/22/2022
From zero knowledge of excel to an absolute excel expert
Wall Street oasis took me from zero knowledge of excel to an absolute excel expert,quick with keyboard hotkeys.
I've been hailed by my boss and colleagues at work, trident insurance co.ltd finance department,I used the knowledge also in PowerPoint and word ,these hotkeys apply almost in ppt,word and excel. I've been so efficient yet I'm still in campus.
A local leather turning firm also gave me a role in finance and accounting and it's been a lovely experience, I've actually recoup the money I paid wall street oasis for the course and in fact I got a massive discount, Patrick didn't sell it to me$497 dollars if I remember. The PowerPoint course could improved though,it only gives tricks but does not teach one how to actually create a full presentation or pitchbook. I'm sorry that I have to write my review away from home, I saw the email from Patrick and had planned to do this at home unfortunately my schedule with university,exams have Started and work reasons left me with no time,so seeing the second email I had to pull over and give at least something back by the roadside. If one is keen on a career in finance WSO is the place, it's worth it and the discussion section will broaden your commercial awareness. Thank you WSO.
I've been hailed by my boss and colleagues at work, trident insurance co.ltd finance department,I used the knowledge also in PowerPoint and word ,these hotkeys apply almost in ppt,word and excel. I've been so efficient yet I'm still in campus.
A local leather turning firm also gave me a role in finance and accounting and it's been a lovely experience, I've actually recoup the money I paid wall street oasis for the course and in fact I got a massive discount, Patrick didn't sell it to me$497 dollars if I remember. The PowerPoint course could improved though,it only gives tricks but does not teach one how to actually create a full presentation or pitchbook. I'm sorry that I have to write my review away from home, I saw the email from Patrick and had planned to do this at home unfortunately my schedule with university,exams have Started and work reasons left me with no time,so seeing the second email I had to pull over and give at least something back by the roadside. If one is keen on a career in finance WSO is the place, it's worth it and the discussion section will broaden your commercial awareness. Thank you WSO.
12/13/2022
Love it !!
Love it !!
12/09/2022
Great analysis of the valuation model and operating spreadsheet
Great analysis of the valuation model and operating spreadsheet
11/30/2022
Great set of courses
WSO has great set of courses for those who wants to break into IB world - they do cover all the required basics and advanced topics across valuation, use of Excel and PowerPoint. Having went through relevant BB IB training and trained newcomers, I think this is brilliant value proposition. I still help people prepare to interviews and their first steps in finance world and WSO courses is my usual recommendation. Moreover when I needed to train my employee I bought them same courses as this massively benefits me with very steep learning curve.
11/06/2022
The program is really simple, goes in-depth to understand different concepts
The program is really simple, goes in-depth to understand different concepts
11/01/2022
Great course - not just for modeling
A great course - not just for modeling. You'll pick up the mechanics of Excel, not to mention a robust knowledge of shorts so you never have to touch the mouse ever again. Then you'll learn about a cornucopia of formulas used in finance and how they interact with each other to arrive at extremely useful results.
Finally you'll get to the modeling, and you'll cover that in reasonable depth to understand what you're doing.
The course is well laid out with exams at the end of every module. The files you keep from this are a great future reference if you ever forget how exactly to do something. One last thing that I found excellent: the instructor is not just an Excel instructor, but also clearly works in finance. This shows up in additional tips throughout the course on best practices and how best to present your models.
Finally you'll get to the modeling, and you'll cover that in reasonable depth to understand what you're doing.
The course is well laid out with exams at the end of every module. The files you keep from this are a great future reference if you ever forget how exactly to do something. One last thing that I found excellent: the instructor is not just an Excel instructor, but also clearly works in finance. This shows up in additional tips throughout the course on best practices and how best to present your models.
10/19/2022
Excellent course
Excellent course
10/14/2022
Worth every penny.
Worth every penny. I would have honestly paid more for the knowledge I gained from this course. It has saved me so much time and made me the go-to guy at work for anything excel. This is a no-brainer for anyone getting into financial services. But honestly is excellent for anyone who just wants to be an excel guru! Wall street oasis is incredible and produces nothing but excellent material to learn from.
10/09/2022
covered everything you need to know to be a master at using excel.
This course covered everything you need to know to be a master at using excel. The instructor was very professional and knowledgeable and made learning quickly super easy. This course has led me to excel (no pun intended) at my job in investment banking.
10/02/2022
It is a great course
It is a great course. I have been studying over the last months all the courses, including DCF modeling, M&A modeling and others.
The theory explanation is straight to the point and clear. I could understand all the concepts to build a complex financial modeling.
Currently I'm working at a M&A company in Brazil, and what I've learnt in this course is very useful for my daily tasks.
I do recommend this course.
The theory explanation is straight to the point and clear. I could understand all the concepts to build a complex financial modeling.
Currently I'm working at a M&A company in Brazil, and what I've learnt in this course is very useful for my daily tasks.
I do recommend this course.
09/29/2022
Organized and concise.
Organized and concise. More time is spent putting the material into practice alongside the instructor.
09/10/2022
Put it on my resume which helped a lot
Got through this course and put it on my resume which helped a lot. Also helped me on the job
09/09/2022
very helpful program
very helpful program
09/01/2022
The course was great.
The course was great. I would you only add more practice problems.
08/30/2022
fully recommend WSO LBO modelling course
As leveraged finance practitioner in BB bank can only fully recommend WSO LBO modelling course to all who needs practical experience of using leveraged finance and understanding model in detail - whether you'e at sells-de or buy-side. Course also comes at great value of money, specifically if you take is as a package with other courses. No brainer.
08/25/2022
Builds nicely from the simple to the complex!
I really enjoyed the structure of the course and all the golden nuggets in it - it builds nicely and gradually from the simple to the complex! The quizzes after each module are great to practice what was learnt. And the cheeky monkey that pops in and out every now and then makes the course more fun;)
08/07/2022
Very good.
Apart from the DCF, most IBs want you to know the LBO model. LBO valuation was in all of our proposals. This course helps you with understanding the landscape and the financial modeling side of things. Very good.
07/14/2022
Applicable to M&A work
Great Course very useful and applicable to M&A work, great way to build foundational skills!
07/01/2022
The course is awesome
The course is awesome and help me prepare well for MS Accounting.
06/02/2022
Great course - was very helpful going step by step through DCF
Great course - was very helpful going step by step through DCF; landed an offer at major MM hedge fund
05/31/2022
I could understand the relationship among the three financial statements and how is the impacted in each statement.
I could understand the relationship among the three financial statements and how is the impacted in each statement.
05/12/2022
teacher explain complex topics in a simple way.
The course is straight to the point on the main topics of an M&A transaction. I do believe that WSO worths a lot.
The teacher explain complex topics in a simple way.
The teacher explain complex topics in a simple way.
05/08/2022
A must take for IB or career in finance
A must take for IB or career in finance, 10/10 would recommend!
04/30/2022
Excellent course with numerous tutorial videos and resources.
Excellent course with numerous tutorial videos and resources.
04/27/2022
Very informative but too much redundancy
Very informative but too much redundancy
04/25/2022
Great for beginners.
Course is great for beginners.
04/16/2022
An absolute must
An absolute must for anyone on school/early career looking to break out ahead of their peers/colleagues.
04/04/2022
Way better the second time around.
Way better the second time around.
03/30/2022
Great experience
Great experience to cover all the basics needed to be prepared for an internship in IB
03/18/2022
WSO bridges all the stuff you might learn (or not) in a classroom about M&A to real world applications
With courses like this one, WSO bridges all the stuff you might learn (or not) in a classroom about M&A to real world applications. Great course.
03/09/2022
The course is straight to the point on the main topics of a LBO model. I do believe that WSO worths a lot.The teacher explain complex topics in a simple way.
The course is straight to the point on the main topics of a LBO model. I do believe that WSO worths a lot.
The teacher explain complex topics in a simple way.
The teacher explain complex topics in a simple way.
02/25/2022
Exactly what I needed to get started
Exactly what I needed to get started
02/08/2022
Practical course!
Great practical course! Proper language skills. Great DIY at the end of each chapter to hone skills!
02/02/2022
very effective and helpful
The LBO modeling review was very effective and helpful - there are an abundance of videos to watch and take you through each step of designing an LBO. Think the one of the most beneficial pieces are the handful of case studies provided to practice after the course
01/30/2022
ROI is very high
The Return on Investment is very high and I highly recommend people buy the course if they want to go into the field of finance.
01/27/2022
you need to practice by yourself
I Chose the modelling course because everybody knows that you don’t learn excel at school, you need to practice by yourself. The course takes you step by step from the most bac financial statement construction to detailed DCF financial modelling. Even if you don’t know anything about excel everything is very clear. I was scared that I would lack some excel proficiency when I first started my M&A internship last September but thanks to this class I was even helping my intern peers when they were struggling and impressed the analysts and associates in charge of me. Moreover, being proficient in excel modelling helped me focus on other tasks and occasionally finish sooner in the evening
01/26/2022
very straight forward and easy to follow!
The course is very straight forward and easy to follow! It will teach you how to construct your first LBO model and a process to be used when practicing different models. The instructor walks very thoroughly through each of the sections speaking to the implementation and background of an LBO model.
There are questions at the end of each section that could be improved upon, but it's a modeling course not exam prep so it is understanable.
Overall, I would recommend this course to someone interested in learning LBOs.
There are questions at the end of each section that could be improved upon, but it's a modeling course not exam prep so it is understanable.
Overall, I would recommend this course to someone interested in learning LBOs.
01/20/2022
Helped to get a deeper understanding of financial modeling than I'd had of two years on the job in corporate finance.
This product really helped to get a deeper understanding of financial modeling than I'd had of two years on the job in corporate finance.
12/15/2021
Amazing course!
Amazing course!
12/08/2021
Skills for a career in IB or PE
Great Way to build foundational skills for a career in IB or PE, 10/10 recommend!
12/07/2021
must-have in IB
DCF modeling is a must-have in IB. This course helps you hit the ground running. You do it with just about every engagement. It is worth the time.
12/02/2021
I started using these models for my job
So precise and performing that I started using these models for my job
12/01/2021
With the course I could understand in a deep way how to develop complex analysts in valuation theme
With the course I could understand in a deep way how to develop complex analysts in valuation theme
12/01/2021
Could not be better.
Excellent financial statement modeling course, easy to understand and engaging. Could not be better.
11/28/2021
Module quiz helped test understanding
I thought it was very good and module quiz helped test understanding
11/26/2021
Really helpful.
This was really helpful. My only feedback is maybe there a few modules that were a little extra like not needed on a day to day.
11/24/2021
Similar to other financial course programs but slightly better
Was a simple easy to follow course. Similar to other financial course programs but slightly better
11/09/2021
Explain very well the main concepts about excel, what is essencial for financial modeling
Explain very well the main concepts about excel, what is essencial for financial modeling
11/06/2021
Excellent!
These courses were excellent!
10/12/2021
Great program and worth the money
This was a great program and worth the money
10/10/2021
Great Course!
Great Course!
10/04/2021
It looked good on my resume.
I liked it a lot and employers said it looked good on my resume.
10/04/2021
Highly recommend
Highly recommend, learned a ton and would do it again!
10/03/2021
Go from beginner to a pro at Leveraged Buyout Modeling.
This guide has all you need to go from beginner to a pro at Leveraged Buyout Modeling. Really informative and easy to follow. Thanks WSO!
09/29/2021
Easy to learn
Loved the product. Very easy to learn and quickly ramp right before hitting the desk.
09/17/2021
Covers all you need to know
This course covers all you need to know to build a foundational understanding both practically and theoretically speaking in Excel and financial modelling, would highly recommend to those looking to learn this valuable skill!!
09/11/2021
Boosted my efficiency
The course is pretty comprehensive and probably covered 95% of what I did with Excel during my internship. The keyboard shortcuts in particular boosted my efficiency and I even taught a few to some of my senior colleagues! Note that VBA/macros aren't covered. The timed tests sprinkled in between really helped cement the concepts I learned and be able to apply them immediately. I plan on reviewing the material from time to time to aid in better retention and especially before interviews. The short format of the videos made it easier to stay focused so I would say it's a worthwhile investment of time and money.
09/07/2021
Very useful, as was the one on LBOs.
The Excel course was very useful, as was the one on LBOs.
08/08/2021
Would recommend 10/10.
Absolutely loved the course was comparing and contemplating should i or should i not get the course but glad i went through with it!! Would recommend 10/10.
08/05/2021
Prepared me well to gain a strong foundation for Excel
Prepared me well to gain a strong foundation for Excel
08/01/2021
Great Modeling class. Easy to follow videos and knowledgable teacher
Great Modeling class. Easy to follow videos and knowledgable teacher
08/01/2021
Fantastic!
Fantastic!
08/01/2021
I really enjoyed this course
I really enjoyed this course, the fact that it has videos which guided you through all of the tasks after you have attempted them yourself is really helpful. I thought the speed of the course material was adequate, I knew most of the early lessons but quickly found myself re-learning excel 'best practises' or new techniques which I did not know about.
07/19/2021
Great in terms of practical application
Great in terms of practical application in Excel. Would have liked more content on the three statements itself.
07/14/2021
Best bang for your buck
It's the best bang for your buck. Compared to other equally popular courses on the street, this one is really good and up to date with Excel versions.
07/05/2021
100% worth it
100% worth it as an intro to excel best practices; recommend pairing with the advanced WSO trainings on financial statement modeling, valuation, and LBOs.
07/02/2021
Highly beneficial, focused on the right topics
Great job by Patrick and team! The course was highly beneficial, focused on the right topics and made it possible for me to become fast enough to crush all my timed modeling tests.
07/02/2021
Informative and well organized
Informative and well organized
06/18/2021
Expensive, but worth it
Expensive, but worth it if you're serious about learning these skills.
06/13/2021
Great tool for those looking to improve their spreadsheet skills
This Excel course is a great tool for those looking to improve their spreadsheet skills. The vast use of Excel across many industries shows how important it is so having advanced skills with it makes you that much more valuable to potential employers.
06/08/2021
Applicable to day-to-day work
Very useful and applicable to day-to-day work
06/01/2021
A fantastic overview
A fantastic and very thorough overview of everything you need to be a successful Excel user--I felt very confident starting a job in management consulting that my Excel skills would be sufficient.
05/31/2021
Great course, very engaging and does not waste your time
This is an excellent course that combines excel training with financial statement modeling. Being in IB for 3 years, the fin model is where you get called out the most since it feeds the valuation tabs. Great course, very engaging and does not waste your time.
05/29/2021
Very relevant and useful.
The information was very relevant and useful.
04/23/2021
Extremely Helpful
I had very moderate experience with excel when I was in University. This course has been extremely helpful in teaching me excel in an applicable way so that I can excel at my role as an analyst.
04/15/2021
I used to consider myself to be pretty good at Excel
Working for 5 years in finance and strategy, I used to consider myself to be pretty good at Excel. But what Zach the instructor and the WSO team (including the monkey) have put together makes me look like an amateur. My target since completing this course is to get a stage where I can model without using the mouse (not yet there but getting there). I love the fact that they have put together excel sheets on which you can practice the shortcuts you learn. Started out at 3-4 mins on my first and ended taking less than 40 secs.
I've done Excel courses before like this but with no practice, so only little of what I learned actually stuck. Practice makes perfect so I'm gonna head back to that :D
I've done Excel courses before like this but with no practice, so only little of what I learned actually stuck. Practice makes perfect so I'm gonna head back to that :D
04/10/2021
Like a different software
It´s like a different software with this course
04/01/2021
Fantastic course, great instructor, and very useful.
Fantastic course, great instructor, and very useful.
03/20/2021
Improved my excel skills tremendously
Very detailed, thorough and fun learning. The course has improved my excel skills tremendously. Master this course and you have a solid foundation to more complex financial modelling courses.
03/14/2021
Super easy to follow
Super easy to follow and I suggest doing the whole thing 2-3 times before hitting the desk if IB is your ultimate goal (or ultimate goal in the short-term lol). I go back to it to refresh my memory and get up to speed. I am also going to re-do the whole thing soon before I hit the desk in a month. If you do that before going to Business School and you don't have a background in Finance, you will be golden. Highly recommend!
03/06/2021
useful reference when completing the LBO course.
Good follow-on to the financial modeling course and a useful reference when completing the LBO course. Appreciated the concrete examples and the clarity of instruction.
02/27/2021
I learned so much, this is very effective training
Excellent content, narration, and examples to model financial statements and supporting schedules. I learned so much, this is very effective training
02/04/2021
I learned a ton in this course!
Great content, narrator, pace, and quizzes. I learned a ton in this course!
01/07/2021
Great learning experience, great case study, overall very useful
Great learning experience, great case study, overall very useful
01/02/2021
Helpful guide compares to those found online
Helpful guide compares to those found online
12/13/2020
A great course to better understand DCFs.
A great course to better understand DCFs. Even if you have only a passing interest in finance or will just rely on analysts to provide you DFCs, everyone should take this course. It provides just the right amount of detail to provide a comprehensive knowledge base of DCF and takes you through the process.
A solid use of time and great value for money - especially if purchased within the bundles.
A solid use of time and great value for money - especially if purchased within the bundles.
12/09/2020
very helpful
very helpful modeling course
12/09/2020
walks you through every step of the process in a straight forward fashion
walks you through every step of the process in a straight forward fashion
12/09/2020
Amazing tools and resources !
Amazing tools and resources !
12/07/2020
In depth look at relative valuation
This course gives you an in depth look at relative valuation. It is one of the best courses on the market to gain a deep understanding of comps. I took it after a year on the job to further understand the subject.
12/05/2020
This is a very important skill.
As a financial auditor, this is a very important skill. Knowing how each financial statement is interlinked with the other and how changes in one can affect the others helps to analyse and understand the many relationships that make a company.
However, despite this being of second nature to me, I decided to check out the WSO financial statement modeling course as part of the Elite Modeling package while planning my move to investment advisory. Needless to say, like the other WSO courses, this was a well-planned out course from which even a seasoned professional like me could take away a lot. Knowing various standards that are used in the finance and investment community helps to blend in with the pros.
Would definitely recommend getting not just this but the whole elite modeling package if that's still on offer. Thanks WSO team! :)
However, despite this being of second nature to me, I decided to check out the WSO financial statement modeling course as part of the Elite Modeling package while planning my move to investment advisory. Needless to say, like the other WSO courses, this was a well-planned out course from which even a seasoned professional like me could take away a lot. Knowing various standards that are used in the finance and investment community helps to blend in with the pros.
Would definitely recommend getting not just this but the whole elite modeling package if that's still on offer. Thanks WSO team! :)
11/27/2020
Good course!
Good course!
10/08/2020
A great course for building foundational skills
A great course for building foundational skills in valuation, 10/10 would recommend!!
09/30/2020
The course explained the concept very well. Extremely helpful.
The course explained the concept very well. Extremely helpful.
09/13/2020
An accessible walk-through LBO modeling with industry instructors.
An accessible walk-through LBO modeling with industry instructors.
Received this as part of a bundle (fantastic value, I might add), and this was the perfect walk through for someone that knows theoretically what an LBO is, but wants a nuts and bolts perspective. Very accessible and quickly brings you up to speed. A very high yield course.
Received this as part of a bundle (fantastic value, I might add), and this was the perfect walk through for someone that knows theoretically what an LBO is, but wants a nuts and bolts perspective. Very accessible and quickly brings you up to speed. A very high yield course.
07/25/2020
easy to follow format
provides all the steps in an easy to follow format
07/24/2020
Totally recommend it.
Before this course, I had a slight idea of how to model. This course made every piece fall into its place for me. Totally recommend it.
Certificates
Get 6 Distinct Course Certifications
After completing each course, all students will be granted a WSO Modeling Certification for that specific course. Use these certificates as a signal to employers that you have the technical skills to immediately add value to your team.
Demonstrate that you have put in the work outside of university courses to make yourself more efficient and master the most critical modeling skills for success in finance careers. Easily share to LinkedIn and other social media sites to strengthen your profile as a candidate.
Program Benefits
How much is the Elite Modeling Program Worth?
What You Get | Value |
|---|---|
WSO Excel Modeling Course 110+ video lessons across 13 Modules taught by a top-ranked bulge bracket investment banker... | $97 |
Financial Statement Modeling Course 60+ video lessons across 9 Modules taught by a top-ranked bulge bracket investment banker... | $197 |
LBO Modeling Course 115+ video lessons across 14 Modules taught by a top-ranked megafund private equity associate... | $297 |
Valuation Modeling Course 170+ video lessons across 19 Modules taught by a Top-ranked BB investment banker + an elite PE pro... | $197 |
M&A Modeling Course 60+ video lessons across 10 Modules taught by an elite M&A investment banker... | $197 |
DCF Modeling Course 50+ video lessons across 7 Modules taught by a top-bucket bulge bracket investment banker... | $97 |
Bonus 1: Full WSO Company Database Access 12 Months Access - 24,681+ interview insights, 51,233+ exclusive salary and bonus datapoints + 20,127 company reviews... | $297 |
Bonus 2: 18 Mini Courses + WSO Video Library Lifetime Access - 100+ videos including 18 mini courses (avg 3hrs of content each!) | $497 |
Bonus 3: Unlimited Elite Support from Pros 24 Months of unlimited elite support. Easily drop a comment into any lesson and get a response from a pro within 48hrs. | $197 |
Bonus 4: Free Access to Macabacus 6 months of full access to this Excel plug-in that makes financial modeling even easier, including tools for PowerPoint and Word. | $120 |
Total Value | $2,193 |
0
Consider this your first investment in a long career...
After all, you've likely already spent tens of thousands of dollars on college (and perhaps tens of thousands more on an MBA)...
When you start your coveted finance job, you'll be making well over $100,000...
...over $200,000 if you have an MBA...
And that's just the beginning of a long and very lucrative career that could easily net you millions...
Even at thousands of dollars and your ROI would still be huge…
At a fraction of that price, the ROI is even better... When you do the math, it's a no brainer.
And that doesn't include the time you'd have to spend figuring all of this out and the hours of sleep these courses will save you.
Even if you used the free info online, you'd still have to find it, organize it, vet it and test it to get it to work. That would take months… and at that point, you may have missed your window.
The WSO Elite Modeling Program gives you everything you need to be super-efficient and master financial modeling… quickly and easily.
But we're not going to charge you thousands...
$2,193
We won't even ask for half of that...
$1,097
Get Unlimited Lifetime Access To The WSO Elite Modeling Program For
77% OFF
$2,193
$497
This offer (+bonuses) is limited-time only
Offer expires in:
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12 Month Money-Back Guarantee
Your investment is protected by our 12-Month Risk-Free Guarantee -- easily the most generous in the market.
If, for any reason (or no reason), you don't think the WSO Elite Modeling Program is right for you, just do the following within 365 days of your enrollment:
- Email [email protected] letting us know
- That's it!
We'll refund every penny. No questions asked. We bear the risk and will eat the transaction fees because we're that confident you'll love it.
Program Reviews
Here’s what young professionals like you think of the program.
07/02/2021
Informative and well organized
Informative and well organized
09/13/2020
An accessible walk-through LBO modeling with industry instructors.
An accessible walk-through LBO modeling with industry instructors.
Received this as part of a bundle (fantastic value, I might add), and this was the perfect walk through for someone that knows theoretically what an LBO is, but wants a nuts and bolts perspective. Very accessible and quickly brings you up to speed. A very high yield course.
Received this as part of a bundle (fantastic value, I might add), and this was the perfect walk through for someone that knows theoretically what an LBO is, but wants a nuts and bolts perspective. Very accessible and quickly brings you up to speed. A very high yield course.
03/16/2023
Extremely thorough treatment of LBO modeling
Extremely thorough treatment of LBO modeling (contains 120 lessons, none of the lessons are fluff). I like that they added some useful tips to keep in mind when creating an LBO model in Excel. Unfortunately I am not a finance professional so I can only review this on the basis of a casual learner who was curious about finance. I am not sure how applicable it would be to real world careers but I can definitely say this is a deep introduction for further studying, at the very least.
I am not sure how it compares to other LBO courses in terms of value for money (if there are even other LBO online courses out there), but I do want to emphasize that it is an extremely dense course compared to most other online/MOOC courses so the price (probably) scales accordingly compared to standard online course prices from other services.
I am not sure how it compares to other LBO courses in terms of value for money (if there are even other LBO online courses out there), but I do want to emphasize that it is an extremely dense course compared to most other online/MOOC courses so the price (probably) scales accordingly compared to standard online course prices from other services.
10/04/2021
It looked good on my resume.
I liked it a lot and employers said it looked good on my resume.
06/02/2022
Great course - was very helpful going step by step through DCF
Great course - was very helpful going step by step through DCF; landed an offer at major MM hedge fund
03/20/2023
Best Modeling Course Out There!
Best Modeling Course Out There!
I'm an Econ major student, so I've never been taught how to properly do a model, and WSO's modeling course not only prepped me for modeling but also taught me a lot of tips and tricks that have saved me so much time while building up models. Also, it helped me to ace all my technical interviews.
For those who thinking about getting this course, do it now! You won't regret!
I'm an Econ major student, so I've never been taught how to properly do a model, and WSO's modeling course not only prepped me for modeling but also taught me a lot of tips and tricks that have saved me so much time while building up models. Also, it helped me to ace all my technical interviews.
For those who thinking about getting this course, do it now! You won't regret!
12/08/2021
Skills for a career in IB or PE
Great Way to build foundational skills for a career in IB or PE, 10/10 recommend!
FAQ
Answers to popular questions
About
Top professionals with many years of Bulge Bracket and/or Elite Boutique IB experience
- MBA Students and Business Undergraduates
- Incoming or current IB Analysts
- Corporate Finance Professionals
- Anyone trying to break into investment banking
- Professionals looking to lateral into high finance
- Taught and vetted by actual industry professionals
- Course content continuously reviewed and updated
- Prepare to excel across all aspects of financial modeling
- Video-based self-study online courses from elite faculty (all current or previous finance professionals from top firms)
- Interactive quizzes
- Gamification to make more engaging
- 24 months elite support
ENQUIRIES
Any other questions?
We’re here to help.
We're confident you'll love the program and happy to answer any questions you have! E-mail [email protected] at any time and we'll get back to you within a few hours.
