Wall Street Prep boot camps provide practical finance career training in an interactive classroom setting

Learn Excel modeling, FP&A, Private Equity, and more. These instructor-led workshops are direct adaptations of Wall Street Prep’s corporate training conducted at top investment banking, private equity, asset management, and Fortune 1000 companies, making Wall Street Prep the ideal choice for those looking to break into finance.

CFA Society New York is committed to delivering valuable professional development benefits and opportunities:

For a limited time, register now via any of the links below and receive 20%-off the standard Wall Street Prep course rate!

Scroll Upcoming Schedule

Private Equity Deal Process Boot Camp
Saturday, April 25

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Private Equity Deal Process Boot Camp
Sunday, April 26

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Financial and Valuation Modeling Boot Camp
Tue May. 5 – Thu May. 7

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Introduction to Project Finance Modeling
Tue May. 12 – Thu May. 14

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FP&A Technical Mastery
Tue May. 12 – Thu May. 14

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Financial and Valuation Modeling Boot Camp
Tue May 19 – Thu May 21

Cancelled

FP&A Technical Mastery
Tue May 19 – Thu May 21

Cancelled

Financial and Valuation Modeling
Wed Jun. 3 – Fri Jun. 5

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Financial and Valuation Modeling Boot Camp
Wed June 17 – Fri June 19

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Financial and Valuation Modeling
Wed Jul. 15 – Fri Jul. 17

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Bank (FIG) Industry Modeling Boot Camp
Wed Jul. 29 – Thu Jul. 30

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Financial and Valuation Modeling
Wed Aug. 5 – Fri Aug. 7

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Financial and Valuation Modeling
Wed Aug. 19 – Fri Aug. 21

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Financial and Valuation Modeling Boot Camp
Wed Aug 26 – Fri Aug 28

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Introduction to Project Finance Modeling
Wed Sep. 23 – Fri Sep. 25

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Financial and Valuation Modeling
Wed Oct. 7 – Fri Oct. 9

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Excel Visual Basic (VBA) for Finance
Wed Oct. 14 – Thu Oct. 15

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Private Equity Bootcamp
Wed Oct. 21 – Fri Oct. 23

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FP&A Technical Mastery
Tue Oct. 27 – Thu Oct. 29

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Financial and Valuation Modeling
Tue Nov. 17 – Thu Nov. 19

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Financial and Valuation Modeling
Wed Dec. 9 – Fri Dec. 11

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Introduction to Project Finance Modeling
Wed Dec. 9 – Fri Dec. 11

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Financial and Valuation Modeling

Master financial and valuation modeling in this 3-day intensive boot camp.

Society Rate: $1,359
Standard Rate: $1,699

What You’ll Learn

Perfect for finance professionals and those looking to break into the industry, our Financial and Valuation Modeling Boot Camp will teach you how to build models the way it’s done on the job. This is the same intensive training used to prepare incoming analysts at top financial institutions.

  • Learn Financial Modeling, Valuation, DCF, M&A and more!
  • Taught by experienced bankers
  • Includes Excel model templates
Select Date and Register

Society Rate: $1,359
Standard Rate: $1,699

Introduction to Project Finance Modeling

Build a full-scale project finance model in this intensive 3-day boot camp.

Society Rate: $1,359
Standard Rate: $1,699

What You’ll Learn

Perfect for finance professionals and those looking to break into the project finance industry, our Introduction to Project Finance Modeling Boot Camp will teach you how to build models from the ground up- the way it’s done on the job.

Taught by experienced project finance professionals, this is the same intensive training used to prepare incoming analysts at top financial institutions and infrastructure funds who will be analyzing project finance transactions.

  • Learn the key principles of Project Finance
  • Build a project finance transaction model from the ground up
  • Understand commonly used project financing structures
  • Includes Excel Project Finance model templates
Select Date and Register

Society Rate: $1,359
Standard Rate: $1,699

FP&A Technical Mastery

Learn the technical and presentation skills you need to become an invaluable member of your team.

Society Rate: $1,359
Standard Rate: $1,699

What You’ll Learn

This 3-day boot 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.

  • Learn a full range of invaluable FP&A skills
  • Boost your Excel efficiency
  • Taught by FP&A professionals
Select Date and Register

Society Rate: $1,359
Standard Rate: $1,699

Bank (FIG) Industry Modeling Boot Camp

The same intensive training used to prepare incoming analysts at top financial institutions.

Society Rate: $1,599
Standard Rate: $1,999

What You’ll Learn

This intensive course is designed to equip FIG-focused investment bankers, equity research analysts, and bank industry corporate finance professionals with the practical financial skillset they need on the job. In this course, participants focus exclusively on financials and build a complete banking model, as well as a DCF and comparables valuation.

  • Learn the regulatory framework of commercial banks
  • Build a financial institution forecast model
  • Understand the challenges with bank valuation
  • Includes Excel Financial Institution model templates
Select Date and Register

Society Rate: $1,599
Standard Rate: $1,999

Excel Visual Basic (VBA) for Finance

Learn to use Excel VBA like a pro. No coding experience needed!

Society Rate: $1,039
Standard Rate: $1,299

What You’ll Learn

This boot camp is an intensive instructor-led training program that will teach you how to take Excel by the horns and make it do whatever you want through a simple but effective tool called “VBA.” Trainees will learn how to unlock the secrets of automation and efficiency in Excel VBA through real world finance-related exercises. No prior programming knowledge is needed.

  • Learn the secrets of VBA
  • No coding experience needed
  • Real-world finance exercises
  • Network with professionals
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Society Rate: $1,039
Standard Rate: $1,299

Private Equity Bootcamp

Led by experienced PE practitioners, this seminar teaches trainees how to construct a full-blown LBO model and demystifies the Private Equity deal process.

Society Rate: $1,359
Standard Rate: $1,699

What You’ll Learn

The Private Equity Boot Camp teaches trainees how to construct comprehensive LBO models used to support real transactions and provides insight into the private equity deal process and the day-to-day responsibilities of a PE professional.

This boot camp is NOT AN ACADEMIC EXERCISE: It is taught by PE professionals who have been involved in some of the most high-profile private equity deals in the last 10 years. This is the same intensive training used to prepare new hires at some of the largest PE firms in the world.

  • For PE associates, MBAs and bankers looking to break in
  • Learn how to build a comprehensive LBO model
  • Understand the real world nuances of the PE deal process
  • Taught by experienced PE professionals
Select Date and Register

Society Rate: $1,359
Standard Rate: $1,699