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Wall Street Prep Special Offer

CFA Society Milwaukee members use promo code CFAMilwaukee to receive 20% off any of the following courses. Once a member of the Society completes the self-study online training or attends a boot camp, CFA Society Milwaukee will reimburse the member 50% of the discounted course rate.  
Please note you must use the registration links provided below.

​Financial & Valuation Modeling 3-day Virtual Boot Camp:
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.
May 12 - May 14, 2021 - Click here to register
June 2 - June 4, 2021 - Click here to register
June 23 - June 25, 2021 - Click here to register
Aug 11 - Aug 13, 2021 - Click here to register
Aug 25 - Aug 27, 2021 - Click here to register
Sep 22 - Sep 24, 2021 - Click here to register
Oct 13 - Oct 15, 2021 - Click here to register
Nov 3 - Nov 5, 2021 - Click here to register
Dec 8 - Dec 10, 2021 - Click here to register
Introduction to Equity Research Modeling & Analysis 4-hour Virtual Power Session:
Led by experienced sell-side professionals, this boot camp is an introduction on how equity research professionals use financial models to provide research & insights in order to drive investment decisions. Specifically, trainees will learn how ER professionals use earnings releases and quarterly model updates, how they formulate investment theses, adjustments made to normalize financial metrics to arrive at adjusted EBITDA, and modeling best practices.
May 7, 2021 - Click here to register
June 1, 2021 - Click here to register
FP&A Technical Mastery 3-Day Virtual Boot Camp:
This 3-day boot virtual camp is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again in our years of training at top financial institutions. You will hone your technical analysis and Excel modeling skills and learn how to present reliable data to your company's leadership while learning invaluable skills in problem-solving, risk management, and growth planning.
May 18 - May 20, 2021 - Click here to register
M&A Deal Structures: Key Concepts for Investment Bankers 4-Hour Virtual Power Session:
This boot camp is an intensive instructor-led training program where trainees learn about legal and tax structures in M&A with a specific focus on the differences and contrasting motivations between asset sales and stock sales. We begin with a quick review of purchase price allocation before walking through the different transaction structures and the significant tax and accounting implications of each. We will examine the benefits and considerations of each deal structure to the buyer and seller and analyze how a negotiation can optimize their outcomes. We conclude with a look at the deal structure's impact on financial models.
May 5, 2021 - Click here to register
June 3, 2021 - Click here to register
Sales & Trading: How Stocks, Bonds and Derivatives are Traded 6-Hour Virtual Power Session:
This instructor-led virtual "Power Session" is an intensive virtual training program where we will discuss how to trade the way its done on the job before putting those skills to the test in a trading simulation.
May 22, 2021 - Click here to register
Modeling Multifamily Real Estate 4-Hour Virtual Power Session:
Designed for investment banking, PE and real estate investment professionals, you will learn how professionals underwrite and analyze multi-family properties in order to evaluate investment opportunities and drive valuation. This course does not assume a prior background in Real Estate. However, this course is taught at a fast pace and those who enroll should have an introductory knowledge of accounting and proficiency in Excel.
​May 19, 2021 - Click here to register
Breaking Into Private Equity: LBO Modeling and PE Deal Process Masterclass 3-Day Virtual Boot Camp:
​Led by former private equity professional with applied expertise in LBO modeling methodologies, this seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional. The boot camp then turns to modeling, where participants will learn how to build a real, complex LBO model the way it's done on the job.
May 19 - May 21, 2021 - Click here to register
Aug 18 - Aug 20, 2021 - Click here to register
Oct 20 - Oct 22, 2021 - Click here to register
Excel Visual Basic (VBA) for Finance 2-Day Virtual Boot Camp:
This boot camp is an intensive instructor-led training program where trainees learn the secrets of Automation and Efficiency in Excel VBA using an intuitive, step-by-step approach. Participants will write subroutines and user-defined functions in VBA in a fun and energetic setting. We will build templates that can quickly turn large obscure data files into clean, elegant reports. We will learn iteration methods to dramatically increase productivity. Participants will also create user interfaces and build data entry forms to interact with Excel users. No prior programming knowledge is needed.
​June 10 - 11, 2021 - Click here to register
Insurance Industry Modeling 2-Day Virtual Boot Camp:
The unique regulatory framework, accounting and business model of insurance companies create challenges in the areas of financial statement analysis, forecasting and valuation. This intensive 2-day course is designed to equip professionals engaged in the analysis of insurance firms with the practical financial skill set they need on the job. We will analyze the financial statements of both P&C and life insurers and then build a forecast and valuation model for a real-life P&C insurance company.
​June 17 - 18, 2021 - Click here to register
Financial Modeling for the Oil & Gas Sector 3-Day Virtual Boot Camp:
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.
​Aug 4 - 6, 2021 - Click here to register
Oil & Gas Midstream Industry Modeling 2-Day Virtual Boot Camp:
This boot camp is an intensive instructor-led training program where trainees learn midstream oil and gas industry financial and valuation modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.
​October 21 -22, 2021 - Click here to register
​Self- Study
​The Premium Package:
Used widely at top investment banks and financial institutions, the Premium Package has everything you need to master financial and valuation modeling. Learn financial statement modeling, DCF, Trading and Transaction Comps, M&A and LBO.
​Click here to register
​Basic Package:
An abbreviated version of the Premium Package that focuses exclusively on financial statement modeling. Trainees will learn modeling best practices and build a complete financial statement model. Valuation modeling included in the Premium Package.
Click here to register
LBO Modeling:
The LBO Modeling program included in the Premium Package is now available as a stand-alone course. Designed for investment banking and private equity professionals who want to take their LBO modeling skills to the next level.
Click here to register
​Real Estate Financial Modeling:
This course begins with the foundations of real estate finance and excel best practices, adding complexity piece by piece. By the end of the program, learners will build complete, industrial grade multifamily, office, retail and industrial models, including in depth treatment of the modeling of revenues, operating expenses, capital improvements, debt, and joint venture waterfalls
Click here to register
​REIT Modeling:
Ideal for investment banking, equity research, and real estate professionals with a focus on REITs. Trainees build financial and valuation models for a REIT the way it's done on the job.
Click here to register
The Ultimate Project Finance Modeling Package:
Project Finance Modeling requires complexity not seen in typical corporate finance models. This program breaks down everything you need to build and interpret project finance models for a transaction. Learn project finance financial statement modeling, debt sizing mechanics, running upside & downside cases and more.
​Click here to register
The 13-Week Cash Flow Model:
This course is a step-by-step buildup of a fully integrated 13-week cash flow model in the context of a turnaround and financial restructuring.
​Click here to register
​Bank & FIG Modeling:
Developed for FIG-focused investment bankers, equity research analysts and corporate finance teams at banks, this course guides trainees through a bank's financial statements, unique drivers, and regulatory framework. Please note, this course is sold as a hard-copy manual with a corresponding PDF (shown below) and no video component.
​Click here to register
​Restructuring Modeling:
Designed for restructuring-focused investment bankers, consultants and distress debt investors. Trainees will learn the restructuring framework and build a three-statement bankruptcy model the way it's done on the job.
Click here to register
Oil & Gas Modeling:
Designed for finance professionals pursuing Oil & Gas careers, this course provides an in-depth look at the industry, including O&G accounting and financial statement analysis, O&G projection drivers and Net Asset Value modeling. Please note, this course is sold as a hard-copy manual with a corresponding PDF (shown below) and no video component.
Click here to register
​The Impact of Tax Reform on Financial Models:
Understand the impact of TCJA (2017 Tax Reform) on DCF, LBO, M&A and Financial Statement models that investment bankers and private equity professionals use to analyze transactions
​Click here to register
​Biotech Suam of the Parts Valuation:
Ideal for investment banking private equity and VC professionals focusing on the biotechnology industry, you will learn how to build a biotech-sum-of-the-parts valuation the way it's done on the job.
Click here to register
Demystifying VC Term Sheets & Cap Tables:
Understand the analysis that’s done and the jargon used by venture capital professionals in early-stage investing in this recording of a training delivered by Wall Street Prep to Venture Capital professionals. While no prior experience is required,  this course moves at a very fast pace.
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Accounting Crash Course:
Used widely at investment banks and universities, the Accounting Crash Course will bring trainees up to speed on the income statement, the balance sheet, the cash flow statement and more.
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Advanced Accounting:
Master accounting topics that pose a particular challenge to finance professionals. Includes 6+ hours of step-by-step video instruction filled with real world exercises.
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​Analyzing Financial Reports:
Filled with exercises and tips on how to read financial filings with efficiency, this course demystifies the most commonly used reports in an easy to follow step-by-step process.
​Click here to register
​Interpreting Non-GAAP Reports:
Learn how to interpret non-GAAP disclosures and model their impact on historical results, forecasts and valuation. Designed for investment bankers as well as equity research and credit analysts.
​Click here to register
​Crash Course in Bonds:
A step-by-step course designed for those pursuing a career in fixed income research, investments, sales and trading or investment banking (debt capital markets).
Click here to register
Fixed Income Markets Certification (FIMC©):
Wall Street Prep's globally recognized certification program prepares trainees with the skills they need to succeed as a Fixed Income Trader on either the Buy Side or Sell Side.
​Click here to register
Equities Markets Certification (EMC©):
This self-paced certification program prepares trainees with the skills they need to succeed as an Equities Markets Trader on either the Buy Side or Sell Side.
Click here to register
Excel Crash Course:
For finance professionals, proficiency in Excel is a fundamental part of the job description. Whether you describe yourself as a beginner or proficient in Excel, this course will take you to the next level and turn you into an advanced "power" user.
Click here to register
PowerPoint Crash Course:
Learn strategies and techniques for building better pitchbooks, client decks and other presentations with precision and speed. For investment bankers, consultants and anyone who uses PowerPoint.
​Click here to register 
The Ultimate Excel VBA Course:
Start writing VBA code that you can immediately use on the job. No programming experience needed!
Click here to register
​The Ultimate Guide to the Technical Finance Interview:
Used widely at top business schools to prepare students for recruiting, the Ultimate Guide to the Technical Finance Interview will prepare you for any question thrown your way.
Click here to register