Top Financial Modeling Courses for Investment Bankers in 2025: Pricing & Reviews

J.B. Maverick brings over 17 years of expertise as a trader, commodity futures broker, and stock market analyst, alongside more than a decade as a finance writer and editor.

Investment banking plays a vital role in the finance sector by assessing company valuations and facilitating capital formation for corporations, governments, and institutions. This sector also manages mergers and acquisitions (M&A), corporate restructuring, and capital investments. Mastering financial modeling is essential for professionals in this field. This guide explores the fundamentals of financial modeling, reasons to pursue specialized courses, and highlights some of the most reputable educational programs available today.

Key Insights

• Financial modeling enables analysts to estimate historical, current, or projected financial values of companies or assets.
• Professionals aiming for investment banking careers or continuing education often seek comprehensive financial modeling courses.
• Top course offerings include Wall Street Prep Premium, Breaking Into Wall Street Premium, and Wall Street Training Core Modules.

Understanding Financial Modeling

Financial modeling involves constructing mathematical frameworks that represent a company’s or asset’s financial performance over time. These models help quantify the effects of variables like interest rates or growth assumptions on asset valuation. Analysts utilize these models to forecast stock performance and evaluate corporate decisions.

Models range from straightforward formulas to intricate calculations encompassing various financial metrics. Common models in investment banking include:

• Financial statement modeling
• Discounted cash flow (DCF) analysis
• Accretion/dilution modeling for M&A transactions

These tools assist in accurately valuing enterprises and guiding investment decisions.

Why Enroll in a Financial Modeling Course?

Financial modeling courses are invaluable for newcomers aiming to break into investment banking and for seasoned professionals seeking to enhance their skills. The field’s complexity means ongoing education is beneficial, covering diverse techniques and advanced modeling approaches.

For instance, an analyst experienced in DCF valuation might expand expertise by learning accretion/dilution modeling to better manage M&A projects.

Courses are available in live formats and flexible online self-paced options. Online programs offer affordability and convenience, and many employers support tuition reimbursement for continuing education.

Note:

Several firms sponsor employee education by covering course fees or reimbursing tuition for skill upgrades.

Wall Street Prep Premium Package (2024 Pricing: $497)

Wall Street Prep, founded in 2004, provides expert-led online financial modeling training designed by investment banking veterans from firms like JPMorgan Chase and Credit Suisse. The Premium Package simulates real-world analyst experiences through case studies and practical exercises.

Course Highlights

The curriculum covers fundamental financial statement modeling, Excel-based projections, sensitivity analysis, and industry best practices. It offers an in-depth DCF module teaching WACC calculations, terminal values, and cash flow analysis.

M&A training includes accretion/dilution analysis, purchase accounting, and buy-side/sell-side processes. The leveraged buyout (LBO) section explores capital structures, debt modeling, and investor return calculations.

Additional Features

Students gain access to trading and transaction comparable modeling modules, an Excel add-in called Boost to enhance modeling efficiency, and a library of financial model templates.

Certification

Successful completion and examination grant an official certification widely recognized by top investment banks, often required for in-house training.

Breaking Into Wall Street Premium Package (2024 Pricing: $497)

Breaking Into Wall Street (BIWS) offers a comparable premium course crafted by industry professionals. BIWS emphasizes video tutorials and extensive Excel practice, covering DCF, financial statements, M&A, and valuation comparables.

This package includes foundational Excel and modeling courses at no additional cost but does not provide the Boost Excel add-in. Graduates receive a financial and valuation modeling certification.

Wall Street Training Core Module Packages (2024 Pricing: $1,850 for Modules 2-6)

Wall Street Training offers modular courses focusing on specific financial modeling areas. Packages 2 through 6 cover:

• Basic valuation and financial modeling
• Advanced integrated five-year financial statement models with dividend and buyback simulations
• Corporate finance and valuation methods including trading comparables
• M&A modeling with accretion/dilution and deal structuring
• LBO financial modeling

The combined cost exceeds that of Wall Street Prep and BIWS but allows purchasing individual modules starting at $150. An advanced Excel training module is also available for $500.

Wall Street Training provides free Excel macros to enhance functionality, though less comprehensive than Wall Street Prep’s Boost add-in. Certification is awarded upon completing all financial modeling modules.

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