"Now You Can Master Excel, Financial Modeling, and PowerPoint to Break Into Investment Banking and Fast-Track Your Way to Promotions and Top Bonuses"
Master Excel, financial modeling, and PowerPoint
330 videos (with subtitles), detailed guides, Excel/PPT files, and more
Complete 10+ detailed global case studies
No other training provides the same conceptual and practical expertise
Prepare for interviews and the job
Detailed study plans give you different pathways to course completion
Gain an Advantage by Mastering the Three Topics that Matter the Most in IB Interviews and On the Job
You can read endlessly about how to prepare for investment banking interviews, internships, and full-time jobs, but it’s always a mix of “soft skills” (communication ability, writing emails, etc.) and “hard skills.”
The BIWS Premium package gives you a leg up over everyone else with detailed training for the three most important “hard skills” in investment banking and private equity:
1 Your ability to answer technical questions and build financial models.
Technical knowledge is required to win finance internships and full-time jobs today. You need to understand the concepts at a deep level so that you’re prepared for any question that comes up – especially at firms such as “elite boutiques” that love to ask outside-the-box questions.
And you also need the accounting, valuation, and financial modeling skills on the job since you’ll be spending a good chunk of your time valuing clients, potential clients, and potential investments.
The Financial Modeling lessons in this package walk you through 10+ case studies, ranging from simple, 30-minute exercises up to 3-hour models, and they explain everything step-by-step with video tutorials, notes, written guides, and more.
2 Your skills with Excel, including the key shortcuts, formulas, and formatting tricks.
All financial modeling work is done in Excel, so you need to be quick with the key shortcuts, formulas, and formatting – or you’ll be stuck at the office at 4 AM wondering how to fix the color coding in your model or set it up for printing.
Our Excel training walks you through everything from the basic navigation shortcuts up to VBA and macros to automate your workflow – and you’ll get our custom Quick Access Toolbar (QAT) and macro package to make you even more efficient.
Along the way, you’ll get plenty of practice exercises to ensure that everything “sticks.”
3 Your PowerPoint skills, including quick alignment, formatting, the slide master, and more.
In most investment banking roles, you spend a lot of time drafting presentations for clients and potential clients… which makes PowerPoint just as important as Excel.
But people tend to assume it’s “easy” to use – which couldn’t be further from the truth. Using the program efficiently for business purposes is completely different from inserting cat animations or drawing pictures.
You’ll boost your productivity by 10x if you master the key shortcuts to align and format slides and you have plenty of example presentations and pitch books to work from – so you get both of these in spades in this training.
Oh, and you’ll also get our full macro package, which automates 25+ common tasks in IB presentations, and you’ll even put it into practice with a dozen exercises where you use thee macros to fix slides.
Our BIWS Premium package is designed around these three critical topics.
Yes, there’s a ton of other stuff in the package, including investment recommendation templates, sample pitch books, practice quizzes, and the end-of-course certification quizzes…
But if you master the core Excel, PowerPoint, and financial modeling skills, the rest is icing on the cake.
What You Get – And What the BIWS Premium Course Will Do for You…
When you’re interviewing for internships and full-time positions at investment banks, you’ll always get a few questions over and over…
- How good are your Excel skills?
- How much do you know about accounting?
- Can you walk me through a valuation or DCF?
- What happens in a merger model or LBO model when you adjust the assumptions…
- How would you describe your financial modeling skills?
- Can you show us a sample presentation you’ve created? How are your PowerPoint skills?
Master practical financial modeling skills based on well-known global companies and deals, not abstract theory.
When you master real-world techniques and you have ADVANCED knowledge, you automatically improve your chances of landing prime jobs and internships with the top investment banks, private equity firms, and hedge funds.
To succeed in the super-competitive world of investment banking, the hardest part is often “getting your foot in the door”.
BIWS Premium lets you gain advanced-level knowledge via video-based training and case studies based on client advisory presentations, stock pitches, investment recommendations, and more.
BIWS Premium combines our three most popular training courses into one complete package, all at a deep discount:
Excel & VBA
Core Financial Modeling
PowerPoint Pro
BIWS
Premium
These are the skills you need to get the top jobs and beat out other candidates… and the skills you’ll need to advance up the ladder, move to lateral roles, and move to buy-side opportunities such as private equity and hedge funds.
You’ll Start by Mastering the Key Excel Shortcuts, Formulas, and Formatting, and Then You’ll Learn How to Automate Your Workflow with VBA
- Intro, Setup, and Navigation Lessons teach you how to optimize your system and Excel setup, navigate, use the ribbon menu and the format dialog box, and use the key shortcuts for cells, rows, and columns, including absolute and relative references and naming and jumping to cells.
- Formatting and Printing Lessons cover the key shortcuts for formatting, built-in number formats, date/time/text manipulation, and how to clean up data, set up custom number formats, format financial models, and use conditional formatting.
- Financial Formula and Lookup Function Lessons teach you logical, arithmetic, and financial functions, as well as lookup functions, INDEX, MATCH, and INDIRECT. You’ll also learn about array functions, OFFSET, sensitivity tables, Goal Seek and Solver, circular references, and XLOOKUP and dynamic array functions in Office 365.
- Data Manipulation and Analysis Lessons teach you how to use data tables, sorting and filtering, Power Query for importing data from the internet, SUMIFS, SUMPRODUCT, and database functions. You’ll also learn how to use pivot tables and Power Pivot to slice, dice, and aggregate data according to different criteria, and you’ll practice customizing the tables, creating visualizations, and using Calculated Columns and Measures to build KPIs.
- Chart and Graph Lessons cover graph setup in Excel, ranging from the basic line and column charts up through dynamic charts with checkboxes and scroll bars. You’ll learn how to create charts that are specific to investment banking and finance roles, such as valuation multiple graphs, football field valuation charts, price-volume graphs, and waterfall bridge charts for analysis of companies’ financial results.
- VBA, Macro, and User-Defined Function Lessons cover programming concepts such as loops, range and cell manipulation, variables and constants, arrays and dictionaries, and string manipulation. You’ll create macros for “Input Box” cell creation and the color-coding and printing of financial models, and then you’ll expand on those by writing macros to cycle number formatting, change the decimal places for numbers with different formats, flip the signs, and flash fill right and down. You’ll also write macros to toggle the error-wrapping of formulas, toggle absolute vs. relative vs. mixed references, go to the min and max of a range, create Tables of Contents, and create Price-Volume Graphs.
Next, You’ll Master Accounting, Valuation/DCF Analysis, and M&A and LBO Modeling with Financial Modeling Case Studies Based on Companies and Deals Across the Globe
-
Module 1: Modeling Overview and Core Concepts
In this introductory module, you’ll learn what “financial modeling” means, how you use it in real life, and the core concepts required to understand the rest of this course, including the time value of money, Present Value and Net Present Value, the Discount Rate, and the Internal Rate of Return (IRR).
-
Module 2: Accounting Concepts and the Financial Statements
In this module, you’ll learn the fundamental concepts of accounting, including the three financial statements, cash vs. non-cash revenue and expenses, and how companies record short-term and long-term changes. You’ll also learn about CapEx, leases, and M&A accounting.
-
Module 3: Accounting Summary, Interview Questions, and Financial Statement Analysis
This module gives you a summary of the financial statements and practice interview questions so you can test your knowledge (along with solutions in our “interview question” 3-statement Excel model). The lessons also cover financial statement analysis.
-
Module 4: 3-Statement Modeling Case Studies from Templates
In this module, you’ll complete two 3-statement modeling case studies with varying time limits and difficulties based on companies in different industries and regions (Monster Beverage in the U.S. and Stadler Rail AG in Switzerland).
-
Module 5: 3-Statement Modeling Case Study from a Blank Sheet
You’ll complete a 3-statement model for Coles, a grocery retailer in Australia, starting from a blank Excel sheet in this module. You’ll learn how to find and input data, simplify the statements, and make reasonable forecasts under a strict time limit.
-
Module 6: Equity Value, Enterprise Value, and Valuation Multiples
In this module, you’ll learn how to calculate Equity Value, Enterprise Value, and valuation multiples for companies that follow U.S. GAAP and IFRS, based on examples for Goodyear and Michelin.
-
Module 7: 3-Hour Valuation and DCF Case Study from Blank Sheet
In this module, you’ll complete a 3-hour valuation and DCF case study based on Steel Dynamics, a steel manufacturing company in the U.S., and you’ll learn how to project Free Cash Flow, calculate the Discount Rate, estimate Terminal Value, and use Public Comps and Precedent Transactions.
-
Module 8: Real-Life Valuation Usage and Supplemental Methodologies
In this optional module, you’ll learn how to use a valuation in an investment banking pitch book, hedge fund stock pitch, and equity research report, and you’ll learn about less-common valuation methodologies, such as the Levered DCF, Dividend Discount Model, and Sum of the Parts Analysis.
-
Module 9: M&A Concepts and Simplified Merger Model
In this module, you’ll learn the fundamentals of mergers and acquisitions (M&A), including several short exercises in the beginning and a 60-minute version of a full merger model for Builders FirstSource’s $2.5 billion acquisition of BMC Stock Holdings.
-
Module 10: Full Merger Model
In this module, you’ll complete a 3-hour merger model for Builders FirstSource’s $2.5 billion acquisition of BMC Stock Holdings. Features include a full Balance Sheet combination, an IRR vs. Discount Rate analysis, a Quick Valuation, a Contribution Analysis, and a Value Creation Analysis.
-
Module 11: Leveraged Buyout Concepts and Simple LBO Models
In this module, you’ll get an introduction to leveraged buyouts and LBO models, including a case study of Bain Capital’s leveraged buyout of NichiiGakkan in Japan. The examples range from 30- to 90-minute completion times, so you can quickly learn the fundamentals.
-
Module 12: Full 3-Statement LBO Model
You’ll complete a 3-hour LBO modeling test based on Apollo’s leveraged buyout of the Great Canadian Gaming Corporation (GCGC) in this module, and you’ll learn how to build a full 3-statement LBO with support for earn-outs, a complex debt schedule, and a variable exit year.
-
Module 13: Debt vs. Equity, Bond Analysis, and Equity Offerings
In this optional module, you’ll learn about topics relevant to groups such as DCM (Debt Capital Markets), Leveraged Finance (LevFin), and Equity Capital Markets (ECM). The primary case study company in this module is Netflix, and the case is based on a debt vs. equity financing decision for them.
And Then You’ll Finish Your Training by Becoming a PowerPoint Pro, Including Shortcuts, Macros, and Templates to Triple Your Efficiency…
- Setup, Shapes, and Slides Lessons explain how to set up the Quick Access Toolbar (QAT) for improved shortcuts and how to align, distribute, and format shapes and text, including the use of tools such as the ruler and drawing guides. This module is your “crash course overview” for the most useful bits of PowerPoint.
- Text and Tables Lessons show you how to use line spacing, tab stops, and bullet points on slides and how to use tables to enhance text, shapes, and images and create unique layouts and process diagrams.
- Slide Master Lessons teach you how to use the Slide Master to create “Layouts” (templates) for different types of slides and how to use it to set up headers, footers, slide numbers, formatting guides, and company logos. You’ll also learn about Sections and the Slide Sorter view.
- Excel, Image, and Word Integration Lessons explain how to insert Excel models, charts/graphs, images, Word data, and custom objects such as maps into PowerPoint; you’ll also learn how to create charts natively in PowerPoint and how to set up the infamous “football field” valuation graph using tables and Excel data.
- Shortcut and Macro Practice Exercises give you practice creating the remaining slides in the Jazz Pharmaceuticals presentation using a combination of built-in PowerPoint commands/shortcuts and the macro package in this course. You’ll also learn about more advanced features and slide types, such as SmartArt and “Timeline” slides.
- The Bank Pitch Book Database and Editable Slide Templates give you a collection of 175+ real bank presentations hosted on the sec.gov website across different industries and deal types. You’ll learn how to find useful slides in these presentations, and you’ll get a set of 50+ editable slide templates based on the best examples.
- Outside Tools, Add-Ins, VBA, And Macros (Full VBA Course) – This is a full crash course on VBA in PowerPoint, where you’ll build many of the macros included in the course macro package. You’ll start with the basics, such as a macro to swap two shapes’ positions, and you’ll build up to more complex ones involving drawing guides, tables, and objects such as Harvey Balls and Calendars.
- PLUS: You’ll get immediate access to our full macro package for PowerPoint, which automates 25+ tasks common in investment banking presentations, such as resizing and distributing images to fit a table. You’ll also get our customized Quick Access Toolbar (QAT) and the full pitch book and slide template databases.
Gain Official Recognition of Your Training
With BIWS Certifications
After completing the course materials, you’ll be eligible to take our challenging Certification Quiz.
Once you earn a score of at least 90%, you’ll receive a personalized Certificate of Achievement with your name, the course name, and the date you passed the quiz:
Add your Certificate of Achievement to your resume/CV and/or present it in interviews to set yourself apart from other candidates.
We also make sure employers know that this is a serious qualification: Your certificate will contain a link where prospective employers can review what’s on our exams and what you must master to receive the certification.
Unlike other training companies that “issue certifications,” our process is completely transparent: you can literally point to the exact questions you had to answer to pass the quiz and become certified.
Once interviewers see you really do have the “chops” to be a banker, your chances of hiring success go way, WAY up.
Hear What Our Customers Have to Say About Their Results with BIWS Premium
"I remember you saying Australia is one of the hardest markets to break into, however I am pleased to tell you that I have accepted an offer at Lazard."
“I worked in this role for a little over a year and I was recently offered a position at a PE firm in NYC. I had modeling tests and case studies that I passed with ease because [of] everything that I had done in my down time with BIWS, especially the merger/LBO tutorials.”
“It’s like having a real-time lecturer (within ~2 days) whom you can ask questions of whenever you’re stuck.”
"I've been through a few modeling courses (WSP and CFI). BIWS is, by far, the best."
"Without this tutorial for I-Banking, I probably would have gotten fired."
"Great news, I just got a full-time offer in IB J.P. Morgan in London!! Your courses have been absolutely key in achieving this."
"I recently received an offer from one of the top valuation groups in London and couldn't have done it without your course."
"I managed to get a Leveraged Finance internship offer at BNP Paribas thanks to your Excel & Fundamentals course."
"Essential for creating automated and insightful presentations."
"Many of the shortcuts you show can be readily applicable the next day I'm on the job. It's really refreshing to finally take courses that are extremely relevant to what I do every day."
"During the training at the bank for PPT, I found that I already know everything they were teaching with ALL credit to BIWS!"
Our Interactive Learning Portal Is Your Roadmap to Fast Understanding and Quick Answers from Our Expert Support Team
And here's a sample video from the Excel & VBA lessons so you can see exactly what you get:
Here's a sample video from the Core Financial Modeling course, so you can get a sense of the valuation and modeling training:
And finally, here's a sample video from the PowerPoint Pro course, so you can see how you'll master the key PowerPoint shortcuts, alignment tricks, and other tips:
Plus Expert Support From Experienced Investment Bankers
Just moments after you enroll, you’ll receive Instant Access to the entire course.
But that’s not the best part.
The best part is expert support, for a full 5 years after purchase!
If there’s anything at all you don’t understand, just go to the “Question/Comment” area below each and every lesson, and ask your question there.
These comments are monitored and responded to by our expert support team – every one of whom has personal experience working on deals at investment banks, private equity firms, and other finance firms.
That ensures that you’ll get responses from people with deep experience in the field – not a clueless high school temp clutching the “Help Desk” manual.
This personalized, expert support is one of the things that sets Breaking Into Wall Street apart and gets you to your goals more quickly.
You can often learn just as much from reading other questions and our responses as you will from the lessons themselves!
NOTE: There are some limitations to these support services. For example, we cannot complete models, case studies, or homework assignments for you.
We also cannot provide play-by-play support with an earpiece during interviews.
We’re happy to answer career-related, qualitative, and technical questions that are related to the course materials.
What’s Your Investment in BIWS Premium?
To put this in context, let’s look at your Return on Investment in this Program…
The pay for entry-level investment banking jobs varies from year to year, but it’s safe to say that even entry-level Analysts earn between $150,000 and $200,000 USD right out of university.
At the MBA level, that climbs to $300,000 to $400,000 USD. And as you progress, your total compensation only gets higher and higher; top bankers earn 7 figures annually. And every top banker had to start at the entry level and get their foot in the door, just like you today.
Compared with the potential upside, your investment in this Program is nominal.
Your investment in the full BIWS Premium program (including ALL of the valuable content and training detailed above) is just $497.
So, in other words, by investing just $497 in this course, you’re greatly improving your chances of landing a job that pays at least ~$150,000 in Year 1 – that’s just over a 300x return on investment!
Even if this training only helps you to land an internship, you’re still looking at around $15,000 for that internship at a large bank – an ROI of 30x.
There is simply no other way it is possible to get this level of training… this level of support, help, and troubleshooting on demand… this level of testing and certification… and this level of access to a community of thousands of peers…
…at ANY price!
So yes, you have to invest in yourself to gain access to BIWS Premium, but that investment will be one of the smartest, highest-return investments you ever make – we guarantee it!
We’ve bent over backwards to deliver the best, most comprehensive program on the market that gives you everything you need to make absolutely sure you get the results you want and land a great job and a long-term career in investment banking, private equity, or hedge funds.
To date, 56,763+ students have invested in BIWS training and gone on to secure lucrative and stimulating jobs in the industry. I want you to be next, and I want to make this a “no-brainer” decision for you.
And just in case you’re not absolutely convinced that BIWS Premium is for you, let me remove any last shred of risk. You’re completely covered by our unconditional 90-Day Money-Back Guarantee:
The 90-Day “Total Delight” Money-Back Guarantee
Some people question why we offer this guarantee at all… but we believe in the product, and the sheer volume of customer success stories we’ve received tell us we’re making a difference and doing something right.
So here goes:
BIWS Premium comes with an unconditional Money-Back Guarantee – valid for 90 days from your date of purchase.
That’s right – take 90 days to evaluate everything inside the course… take all the training… ask support questions…
…and if you’re not 100% satisfied or otherwise don’t believe this is for you, simply contact us via the “Contact” link displayed on every page of the site and ask for your money back. You’ll receive a prompt and courteous refund, usually within one business day.
Some people think we’re crazy to offer such a strong guarantee.
“Wait,” they say, “won’t people rip you off if you’re so generous?”
Actually, we’ve found the opposite to be the case.
This guarantee is proof that we back this course 100%, AND that we’re committed to making sure you have a great experience over the long-term.
We either perform for you, or you get your money back. That’s how it should be.
Here’s What Will Happen Within Minutes Of You Signing Up
The next move is up to you.
You can hope that an investment bank hires you without Excel, PowerPoint, and financial modeling skills… good luck to you there…
Or you can confidently tell banks you’ve invested in the most advanced Excel, PowerPoint, and financial modeling training based on 10+ global case studies, authored by experienced investment bankers who have worked on dozens of deals.
I know you’ll make the right choice.
To YOUR success,
Brian DeChesare
Breaking Into Wall Street Founder
P.S. If you are seeking to gain an edge in your interviews, during your summer internship, or even during your first few years in IB, PE, or hedge funds, this course will give you that edge.
It will give you everything you need to master the technical, hard-skill aspects of the job without spending 2-3 years as an Analyst or Associate first. Nothing beats years of deal experience, but this course is the next best thing.
Enroll now, and you’ll have access to everything in just a few short minutes.
Installment Plans Available (Pay in 4, 6, or 12 Monthly Installments)
Get Instant Access to BIWS Premium
ADD TO CART
100% Unconditional Money-Back Guarantee