Wall Street Prep, Inc.
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 | |
| Private | |
| Industry | Educational Institution, Financial Services |
| Founded | 2004 |
| Founder | Matan Feldman (Chairman and CEO) |
| Headquarters | 180 Wells Ave, Newton, MA 02459, Newton, Massachusetts, United States |
Area served | Global |
| Services | Financial Modeling and Valuation Training |
Number of employees | 125 |
| Website | wallstreetprep.com |
Wall Street Prep, Inc. (WSP) is a full-service financial modeling and valuation training firm established in 2004 by former investment bankers at JPMorgan Chase & Co. to bridge the gap between academic theory and the practical skillset necessary for the job in the field of corporate finance.
Firm Background[edit]
Established in 2004 to prepare aspiring finance professionals for positions in the financial services industry, Wall Street Prep (WSP) has since developed into one of the industry-leading providers of financial modeling and valuation training.[1]
At present, Wall Street Prep delivers customized new hire training programs at the top investment banks, global private equity firms, Fortune 1000 companies and educational institutions on the B2B side[2].[3]
- Corporate Clients: 200+
- University Clients: 125+
- Total Students: 350K+
On the B2C side, Wall Street Prep offers over 28 self-study course packages for online learners[4], including 40+ mini-courses led by instructors that were all former practitioners within their respective field.
Financial Modeling Package[edit]
- Premium Package
- Basic Package
Industry-Specific Modeling[edit]
- Private Equity Masterclass
- Real Estate Financial Modeling
- Real Estate (REIT) Modeling
- Buy-Side Financial Modeling
- Certification in Financial Planning & Analysis Modeling (CFPAM©)
- The Ultimate Project Finance Modeling Package
- Bank & FIG Modeling
- Oil & Gas Modeling Course
- The Impact of Tax Reform on Financial Models
- Biotech Sum of the Parts Valuation
- Demystifying VC Valuation, Term Sheets & Cap Tables
Restructuring (RX)[edit]
- Corporate Restructuring
- The 13-Week Cash Flow Model (TWCF)
Accounting, Finance & Credit[edit]
- Accounting Crash Course
- Advanced Accounting
- Analyzing Financial Reports
- Interpreting Non-GAAP Reports
- Crash Course in Bonds
Financial Markets and Sales & Trading[edit]
- Fixed Income Markets Certification (FIMC©)
- Equities Markets Certification (EMC©)
- ESG Investing, Green Bonds & Social Bonds
Productivity, Data Analysis & Professional Development[edit]
- Excel Crash Course
- PowerPoint Crash Course
- The Ultimate Excel VBA Course
- IB Soft Skills: Tools for Becoming an Amazing Junior Banker
Finance Interview Prep[edit]
- The Investment Banking Interview Guide (The Red Book)
Wall Street Prep's other lines of business include one-on-one, individualized coaching services[5], in-person boot camps[6], and virtual seminars[7].
Funding Status[edit]
In September 2021, Eden Capital, a New York-based middle-market private equity firm focused on education, technology, and business services, formally announced its investment in Wall Street Prep (WSP).[8]
Cowen Inc., NY-based boutique investment bank, served as the sell-side advisor to Wall Street Prep on its sale to Eden Capital.[9]
Cooley LLP acted as legal advisor to Eden Capital, whereas Capital Southwest Corporation (NASDAQ: CSWC) and Main Street Capital (NYSE: MAIN) contributed funding toward the transaction.[10]
Financial & Valuation Modeling Certification Program[edit]
The flagship offering of Wall Street Prep (WSP) is its globally recognized Financial & Valuation Modeling Certification[11].
The certification is earned by enrollees that complete the coursework and pass the online final examination with a passing grade.
The exam questions are derived from the curriculum of the six core courses:
- Financial Statement Modeling (FSM)
- DCF Modeling
- M&A Modeling
- Trading Comps Modeling
- Transaction Comps Modeling
- LBO Modeling
Wall Street Prep (WSP) is registered with the National Association of State Boards of Accountancy (NASBA) and formally recognized as a sponsor of continuing professional education on the National Registry of CPE Sponsors.
Wharton Online and Wall Street Prep Certificate Program[edit]
In February 2023, Wall Street Prep (WSP) and Wharton Online, the digital learning platform of the Wharton School, announced a new collaboration to create certificate programs for early-to-mid career professionals, starting with the launch of the Private Equity Certificate Program.[12]
"Our finance-specific certificate programs offer a flexible learning pathway for early and mid-career professionals," said David Musto[13], Ronald O. Perelman Professor in Finance and Faculty Director of the Stevens Center for Innovation in Finance at the Wharton School. "Through these programs, learners have the opportunity to build their knowledge, skills, and resume alongside existing careers."
The collaboration between the Wharton School and Wall Street Prep (WSP) to co-design the Private Equity Certificate Program in partnership is anticipated to be the first in a series of career-oriented online certificate programs.[14]
The Private Equity Certificate Program was developed to blend the practical instructional programs that Wall Street Prep delivers to train new hires at four of the top five largest private equity (PE) firms[15] with the faculty of the Wharton School, a private Ivy League research university based in Philadelphia consistently ranked as one of the top business programs in the U.S.[16]
Corporate Partnerships[edit]
Aside from partnering and working closely with financial institutions, corporations, and universities, Wall Street Prep (WSP) is partnered with the Financial Management Association International (FMA)[17].
The Financial Management Association International (FMA)[18] is a global finance community established in 1970 to disseminate knowledge about financial decision making and financial literacy among academics, practitioners, and students.
Wall Street Prep also actively participates in delivering educational training to Girls Who Invest (GWI)[19], as an academic partner.
Girls Who Invest (GWI)[20] is a non-profit organization founded in 2015 to promote diversity in the investment management industry and increase the number of women in portfolio management and executive leadership roles.
Further Reading[edit]
- Financial Modeling
- Valuation
- Corporate Finance
- Private Equity
- Leveraged Buyout (LBO)
- Investment Banking
- Accounting
- Excel
- Real Estate
References[edit]
This article "Wall Street Prep, Inc." is from Wikipedia. The list of its authors can be seen in its historical and/or the page Edithistory:Wall Street Prep, Inc.. Articles copied from Draft Namespace on Wikipedia could be seen on the Draft Namespace of Wikipedia and not main one.
- ↑ "Wall Street Prep Inc - Company Profile and News". Bloomberg.com. Retrieved 2023-08-01.
- ↑ "Wall Street Prep". Career Advising & Professional Development | MIT. 2022-03-31. Retrieved 2023-08-01.
- ↑ "About Wall Street Prep". Wall Street Prep. Retrieved 2023-08-01.
- ↑ "Self-Study Courses". Wall Street Prep. Retrieved 2023-09-13.
- ↑ "Wall Street Prep 1:1 Coaching". Wall Street Prep. Retrieved 2023-09-13.
- ↑ Browning, Lynnley (2013-05-30). "Wall Street Turns to 'Boot Camps' to Train New Workers". DealBook. Retrieved 2023-09-13.
- ↑ "Live Virtual Events". Wall Street Prep. Retrieved 2023-09-13.
- ↑ "Eden Capital Announces Investment in Wall Street Prep | Eden Capital". www.edencp.com. Retrieved 2023-08-01.
- ↑ "Cowen advises Wall Street Prep, Inc. on the Sale to Eden Capital Management, LLC". TD Cowen Continental Europe. Retrieved 2023-08-01.
- ↑ "Eden Capital Announces Investment in Wall Street Prep". www.newswire.com. Retrieved 2023-08-01.
- ↑ "Learn Financial Modeling: Wall Street Prep's Premium Package". Wall Street Prep. Retrieved 2023-09-13.
- ↑ Prep, Wall Street. "Wharton Online and Wall Street Prep Announce Collaboration, Launch Joint Private Equity Certificate Program". www.prnewswire.com. Retrieved 2023-08-01.
- ↑ "David Musto". Knowledge at Wharton. Retrieved 2023-09-13.
- ↑ "PE Certificate Homepage – Wharton Online | Wall Street Prep Certificate Programs". wallstreetprep.wharton.upenn.edu. Retrieved 2023-08-01.
- ↑ Prep, Wall Street. "Wharton Online and Wall Street Prep Announce Collaboration, Launch Joint Private Equity Certificate Program". www.prnewswire.com. Retrieved 2023-08-01.
- ↑ "University of Pennsylvania: Wharton - Business school rankings from the Financial Times - FT.com". rankings.ft.com. Retrieved 2023-08-01.
- ↑ "Wall Street Prep". fmai.memberclicks.net. Retrieved 2023-09-13.
- ↑ "Mission and History". fmai.memberclicks.net. Retrieved 2023-09-13.
- ↑ "Our Partners — Girls Who Invest". Girls Who Invest. Retrieved 2023-09-13.
- ↑ "Our Story — Girls Who Invest". Girls Who Invest. Retrieved 2023-09-13.
