Wall Street Prep Modeling Course

[Luz Tonks]

Iwas one of just a few interns in my group that was notorious for hiring just one of the interns each year, so I knew I had to buckle down that summer and be a top ranked banking intern. Somehow I got lucky and got the offer. I still remember to this day how happy I was when I got that full-time offer.

It was one of the most pivotal moments of my career and has led me to where I am today. After graduating from undergrad, I started my career in investment banking, then after a few years, broke into the buyside at a large multi-manager hedge fund, quit that $500K / year job after just one year, and have since worked at a $1Bn+ single manager hedge fund.

No doubt the #1 reason I stood out amongst my peers that summer and received the full-time offer was because I started that summer already knowing the basics of Excel, financial modeling and going through basic financial statements.

I remember 10+ years ago when I was studying for investment banking interviews, I came across Wall Street Prep. It was the best resource I could find to prepare for investment banking and build the skillset I needed to talk in interviews and outperform my peers on the job.

There are a few key topics you need to know before breaking into an investment banking role. Each of these topics are included/covered in depth with the flagship Wall Street Prep course in over 40 hours of lessons divided by subject:

In every investment banking interview, I guarantee they will ask you a few questions on a DCF. Every single investment bank out there uses a discounted cash flow analysis when it comes to figuring out the true worth of a company. When your client is looking to sell itself or buy another company, a DCF is one of the main analyses you do that you present to the Board when they try to make a decision.

Merger math is basically done to understand how a combined company looks after an acquisition/merger compared to on a standalone basis. Managing Directors of banks love to show these analyses in pitch books when they go to client meetings to show management teams potential M&A ideas.

Transaction comps are another very common valuation methodology bankers use. Here you learn how to figure out the purchase price and relevant multiples of recently acquired comparable companies, and learn how to applies those to your target company to determine valuation.

Depending on what investment banking group you join, LBO modeling may or may not be that important. It is much more relevant when it comes to private equity as everything you do in that industry revolves around building out LBOs.

The cost is $150 and students can apply for a Career Development Grant to cover the cost. For more details and to apply, visit -funding/. If you have questions, reach out to Holly Robinson hrobi...@wesleyan.edu or Matthew Blair mbl...@wallstreetprep.com

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Wall Street Prep is a leading financial training provider offering a range of courses and programs designed to prepare students and professionals for careers in finance. Their training programs cover various areas such as financial modeling, valuation, mergers and acquisitions (M&A), and private equity, among others. Wall Street Prep's courses are widely used by investment banks, private equity firms, and other financial institutions to train their employees and enhance their skills. The training provided by Wall Street Prep is highly regarded for its practical, hands-on approach, and it is especially popular among students and professionals aspiring to work in investment banking, corporate finance, and related fields.

The Financial & Valuation Modeling Seminar is a 4-day, back-to-back weekend intensive training program designed for Excel-proficient students or professionals seeking to further develop their financial modeling and valuation skills. Participants build a 3-statement model from scratch, delve into valuation techniques, and explore real-world applications of weighted average cost of capital (WACC) and terminal value. The seminar covers merger modeling, pricing structures, purchase accounting, and leveraged buyouts (LBOs) with a real-life case study.

The Real Estate Valuation Modeling Seminar is tailored for investment banking, private equity, and real estate professionals. This intensive course equips participants with essential skills to analyze multifamily and commercial properties, understand debt and equity waterfalls, and navigate real estate development modeling. Geared toward evaluating investment opportunities and driving valuations, the seminar does not assume prior real estate knowledge but requires basic accounting and Excel proficiency. Designed at a fast pace, professionals gain crucial insights to underwrite properties effectively, enhancing their expertise in the dynamic real estate industry.

Fadel Lawandy, CAIA is a financial expert with 30 years of experience in Investment Banking, Portfolio Management, corporate finance, and real estate and holds a B.S./B.A. in Finance and International Business from Chapman University and an MBA from Norwich University.

He is currently a professor at Chapman University and the Director of two centers: the Janes Financial Center and the C. Larry Hoag Center for Real Estate and Finance. Mr. Lawandy joined the George L. Argyros College of Business and Economics at Chapman University after retiring as an Executive Managing Director of HW Financial Group and Co-Founder/President of HW Capital Partners.

Fadel is also a frequent contributor to various publications, including the OCBJ, OC Register, and LA Times, and enjoys volunteering with nonprofit organizations to help his community be a better place to live and work.

Chapman University participates in the CFA Affiliated University Program. An Affiliated University signals to their students and to employers that their curriculum is closely tied to the practice of investment management and is helpful to students preparing for the CFA Program exams.

Wall Street Prep offers self-study training programs for financial modeling, industry-specific modeling, accounting, and productivity through online or live programs. Students can choose from various bootcamps including financial modeling, private equity, sales and trading.

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.

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