Breaking Into Wall Street - Platinum Package
I'll cut right to the chase... The only reason I created this page is because so many students, entry-level professionals and career changers have asked me to recommend the FASTEST and most “BULLETPROOF” way to break into and advance within investment banking, private equity, and hedge funds.
But an important note first: if you don't know me, or you're not familiar with what BIWS is "all about," this package is probably NOT for you... yet.
But if you’re still with me… then please read this entire page and decide if you’re the right fit for BIWS Platinum...
Breaking Into Wall Street
Who is a Fit for BIWS Platinum, and Who is Not?
A while back, I was doing some research and speaking with students and professionals enrolled in our courses... and I discovered that we have TWO types of customers here at BIWS.
The first type enrolls in one or two courses to address a specific need or "gap," but never advances much further than that.
The second type absorbs everything we offer like a sponge, often enrolling in all our courses as they advance through the ranks in the finance industry - from breaking in, to earning bonuses and promotions, to moving to the buy-side... and eventually becoming "top dog" at a well-known firm - or even starting their own firm.
Of course, I value ALL our customers... but I wanted to do something EXTRA SPECIAL for you if you want to squeeze the most value out of what we have to offer.
So I’ve bundled up ALL of our courses into a "super package" called BIWS Platinum – which lets you get your hands on all the courses that you’d very likely invest in over time anyway... and lock in an immediate savings of $632 as a "thank you" for signing up early.
At first, I was skeptical that more than 1 or 2 students might be interested in this package... but BIWS Platinum is now our second-best-selling product!
So if you think this ‘all-inclusive’ package might be for you, read on to look at everything you get inside and you'll instantly see and appreciate the massive value:
What You’ll Get As Our
Newest BIWS Platinum Member
(Already own one or more of the following courses? Contact
firstname.lastname@example.org to claim your special discount link)
WHY IT'S IMPORTANT: This course helps you master foundational financial modeling skills that you'll use in investment banking, private equity, hedge funds, equity research, and other fields
Master Excel and financial modeling and leap ahead of the competition – before you even walk into the interview room. You'll get a total of 340 videos – everything you need to trounce your interviews and get a head-start before you start working.
In this course, you'll learn Excel, accounting, valuation, and financial modeling from the ground up with 10+ real-life case studies from around the world, including: EasyJet (UK), 7 Days Inn (China), Vivendi (France), Chuck E. Cheese's (US), Jazz Pharmaceuticals (US), Suntory (Japan), Kakao / Daum (Korea), and Netflix (US).
These case studies teach you how to use financial modeling to make client advisory recommendations (e.g., advise a client on whether it should sell itself or raise capital) for investment banking roles and how to make investment recommendations for buy-side roles such as private equity and hedge funds. Nothing else on the market teaches you the the thought process in the same way.
These are the fundamental skills you'll need in in any sector in the finance industry - and you'll be ahead of the game by mastering them before you start working.
WHY IT'S IMPORTANT: This course helps you master more complex models, valuations, and case studies
BIWS Advanced Financial Modeling is a fast-track course in financial modeling as it is performed in real life every day, at investment banks, hedge funds, and private equity firms.
It's based on a real-life case study of Microsoft's attempted $44 billion acquisition of Yahoo - using the same case study-oriented approach to learning that Harvard Business School uses.
You'll get 100 training videos total, which cover advanced operating models, valuation based on SEC filings and equity research, complex merger models, and advanced LBO models. There's also a sample pitch book and commentary on the entire deal process and outcome at the end.
WHY IT'S IMPORTANT: This course gets your foot in the door for interviews and makes it easy to advance throughout your career
The Investment Banking Networking Toolkit makes it easy to create valuable contacts and connections that will ease your way into a great job in the finance industry. Learn how to find names and contact information, how to plan your informational interviews and cold calls, and how to break into finance – without stressing yourself out or feeling "pushy."
You get 37 video and audio files, along with dozens of bonus email templates, networking success case studies, and a module on how to use LinkedIn effectively. Everything is presented in multiple formats, so you can watch, listen, or read, depending on your preferred learning style.
To accelerate your networking, we even give you the names and descriptions of 4,178+ investment banks, 11,306+ private equity firms and 3,190+ hedge funds, organized by region (Note: These include main phone numbers and email addresses/physical addresses, but are not specific people at each firm).
WHY IT'S IMPORTANT: This course helps you pitch yourself, answer "fit" questions, and master the trickiest technical interview questions
This is your "Interview Action Plan" - it gives you preparation checklists for interviews, shows you how to walk through your resume and background with 18 templates, and explains how to prepare efficiently for the "fit" and qualitative questions (with tutorials, dozens of sample questions and answers, and more).
There are also 578+ pages of detailed coverage of the technical topics, including material that no other guide on the planet teaches (e.g., private companies, ECM/DCM/Leveraged Finance, and industry-specific questions). And then there are 18+ Excel files you can use to understand all these concepts in-depth, along with 218+ quiz questions you can use to test yourself.
In addition to all that, you can test your skills with the 17 practice case studies - ranging from 3-statement modeling to valuation/DCF to M&A and LBO-related exercises. These are very similar to the tests you'd have to complete at assessment centers in EMEA and, increasingly, in interviews anywhere.
The guide is comprehensive, but efficiency is the goal as well - which is why we provide study plans for 4 hours, 2 days, and 1 week of preparation time. If you have more time than that, great! But make sure you master the fundamentals outlined in these plans first.
WHY IT'S IMPORTANT: This course helps you develop valuation and modeling expertise specific to banks and financial institutions, including how to make investment recommendations
Master the fundamentals and the nuances of bank and financial institution accounting, valuation, and financial modeling with detailed, step-by-step video training.
This course is based on two detailed case studies: the first case study teaches you how to build an operating model and valuation for Shawbrook, a UK-based "challenger bank," and how to use those models to make an investment recommendation for the company. The second case study is based on JP Morgan's potential acquisition of SunTrust, and it walks you through M&A and merger models for commercial banks in-depth.
It's the only FIG training on the planet that explains how to use modeling techniques to write stock pitches for commercial banks - a required part of any asset management or hedge fund interview. And then you also get a crash course on equity research reports and investment banking pitch books.
We wrap up the course with a module on how leveraged buyouts work differently for banks and an overview of the insurance sector - from P&C insurance to life insurance, including coverage of the financial statements, valuation, and concepts such as embedded value.
You'll gain immediate access to the 91 instructional videos, the stock pitch, ER report, and IB pitch book, the extensive written notes, the practice quiz questions, and the Quick Start Guides so you can quickly grasp the concepts and practical skills taught in the course.
WHY IT'S IMPORTANT: This course helps you master oil & gas accounting, NAV models, valuation, and stock pitches and case studies in the energy sector
You'll master oil & gas valuation and financial modeling in this course, including coverage of energy-specific accounting, the financial statements, and industry-specific methodologies such as the Net Asset Value (NAV) Model.
This course is based on two separate case studies: the first is an analysis of Exxon Mobil's $41 billion acquisition of XTO Energy, where you'll learn how investment bankers advising XTO would model and value the company, build a merger model for the deal, and even evaluate XTO as a potential LBO candidate.
The second case study is based on a stock pitch for Ultra Petroleum [UPL], and it incorporates a complex Net Asset Value (NAV) Model based on individual wells drilled in separate regions. It's perfect if you're interested in equity research / hedge fund / asset management roles, and you need to understand how to do a fundamental analysis of an oil & gas company.
There are 95 videos in the course, as well as over a dozen quick reference guides and written documents for when you need to review key points quickly.
WHY IT'S IMPORTANT: This course lets you dominate your real estate private equity, real estate investment banking, and other RE-related interviews and case studies
Get the bleeding edge advantage you need to master real-world real estate and REIT financial modeling and valuation... with 2 real estate development case studies, 3 real estate private equity case studies, and a REIT modeling and valuation case study based on AvalonBay.
In the first two case studies, we walk you through an office complex development so you can learn how a brand new property is developed, funded, and sold; next, we cover a hotel acquisition and renovation so you can master modeling for existing properties.
The third case study is for AvalonBay Communities, a leading REIT in the residential sector - there, you'll learn how to project the 3 financial statements and value a REIT, including industry-specific methodologies such as P / FFO and P / AFFO multiples and the Net Asset Value (NAV) model.
You'll wrap up the course with 3 real estate private equity (RE PE) case studies - one for a stabilized multifamily property in Seattle, one for a value-added office acquisition in Boston, and one for a pre-sold condo development in São Paulo. These case studies teach you not only the modeling, but also how to think like an investor, since you'll create your own investment recommendations in each one.
There are 113 videos, as well as quick reference guides, written case study documents, investment recommendation outlines and full presentations, and more - so you can review the key points and get up to speed quickly.
WHY IT'S IMPORTANT: This course saves you hours of time each day, lets you leave the office earlier, and gives you dozens of templates that will speed up your own presentations and pitch books
When it comes to entry-level jobs in investment banking, your PowerPoint skills can make or break you.
You'll spend much of your time in PowerPoint, and believe me - you won't have time to decipher Microsoft's cryptic "Help" articles. Your bosses will expect professional pitch books and presentations on a deadline - so you better be able to deliver.
PowerPoint Pro teaches you everything you need to know about PowerPoint for investment banking, private equity, and hedge fund roles - from how to set up the interface to optimize your speed and efficiency, to navigation, slides, shapes, alignment, distribution, grouping, formatting, and more.
You'll learn how to use the Slide Master and Sections effectively, how to paste in and format Excel, Word, and image data, and how to apply "finishing touches" to fix small problems in your presentation; and then you'll get to practice even more with different company and deal profiles and additional exercises.
The entire course is based on a sell-side M&A pitch book and valuation for Jazz Pharmaceuticals, and you learn how to create every slide in the presentation from the ground up.
Plus... Each Course Above Comes with The FollowingValuable Tools to Accelerate Your Learning:
- FULL Transcripts of All the Videos
- 365-Day-per-Year Support
- Cheat Sheets and Quick References
- Free Lifetime Updates
- Downloadable to ANY Device
- Lifetime Support
- Quizzes and Certifications
...and Our Legendary, 12-Month
No-Questions-Asked Money-Back Guarantee
You have a full year to work with BIWS Platinum and make certain it’s everything we promise.
If you aren’t satisfied for any reason, simply ask for your money back and we’ll issue a prompt refund, no questions asked.
There's no "fine print," there are no special "exceptions," and there's no nonsense, hassles, or hoops to jump through.
Put simply, if you're not satisfied, you'll receive a full refund once you contact us and let us know.
Apply Your Knowledge to Real Deals – and Get Hired
Once you master the concepts in the courses above, you’ll dig into the 8 Bonus Case Studies based on real valuations, stock pitches, and M&A and LBO deals.
The case studies snap all your new knowledge into sharp focus, and help make it instantly applicable to the real world of investment banking, private equity, and hedge funds.
These case studies alone are worth $650, but they're yours for free once you enroll in the BIWS Platinum package.
You’ll sound like an insider when you discuss well-known companies and deals, including:
Case Study #8 is an In-Depth Analysis of
Silver Lake's $24.0 Billion Leveraged Buyout of Dell
(Covers Revenue and Expense Projections, an Advanced
LBO Model, and Post-Buyout Acquisitions)
It’s not an exaggeration to say this is really an entire new course. You get:
In fact, this case study alone delivers more value and instruction than what you would get in a $5,000 in-person seminar. We can do that here because there simply isn't enough time to teach all these concepts, even in a week-long seminar - especially when you spend half your time waiting for other people in class to catch up, or waiting on them while they figure out how to use Excel.
If it’s not clear by now, my mission and goal is to totally OVER-deliver and blow you away with value. I could legitimately charge more for just the bonuses than the asking price of the entire course.
But instead, I would rather give away the bonuses for free so that this course delivers even more value than anything else out there - and so that you get even more chances to practice everything you'll learn in the lessons.
As a Member, you will also get FREE access to new bonus case studies as we add them in future.
10+ hours of instruction, combining ALL the concepts taught in the course (accounting, 3-statement modeling, valuation, merger models, and LBO models)
Covers new concepts not seen elsewhere – what to do with a Founder equity rollover, repatriated cash from overseas subsidiaries, revenue model scenarios across 6 business segments, and how to factor in post-buyout acquisitions and determine if they help or hurt Silver Lake
Embedded quiz questions in all the videos to test your understanding as you advance (you can also test yourself on all these questions at the end with a 71-question quiz)
Plus, a 20-slide case study presentation on the deal that you can take and re-use in your interviews – or tweak and use for other deals or investment ideas on the job
This case study, more than anything else in the courses, teaches you how to think about the process of making an investment decision – which is something no other modeling course on the market – at any price – covers. Other courses focus on the mechanics instead of the "Why" behind how you use the analysis to make decisions.
Expert Support, 365 Days per Year
This one feature alone could be worth WAY more than all the content in this package..
Imagine feeling foggy about a finance concept the day before a big interview. You're saying to yourself, "$#!*, I’m stuck. I’d pay anything to have a seasoned banker explain this to me. What am I gonna do?”
Private tutors in IB-style financial modeling charge upwards of $100 - $200 per hour... and even at that price, you'd have to schedule training sessions in advance and you wouldn't get same-day responses to your questions.
You’d be hard-pressed to find help in this situation - unless you’re a Platinum Owner who has...
BIWS Expert Support
- Available 365 days per year (yes, even on Christmas Day)
- Delivered by our team of current and former finance industry professionals
- Covers both general "career" topics and specific technical questions
- Need support 10 years from now? It will be there for you, guaranteed
To be clear, there are some limitations with this support policy. For example, we cannot build or edit models for you, and we cannot complete homework assignments or modeling tests for you. But any questions you have are covered.
BIWS Platinum is Your Detailed Roadmap
Straight to the Top of the Career Ladder
BIWS Platinum walks you from beginner-level skills up through advanced strategies and tactics, and positions you to develop a unique and specialized skill set.
Practical modeling skills will become second nature - and you’ll be able to demonstrate knowledge that compares favorably to professionals with years of hands-on experience.
Listen up. If you’re wondering:
"Is investing in BIWS Platinum worth it?"
"Do I really need all the courses now?"
Here’s the answer: if you're absolutely set on getting the job and moving up the ladder quickly, you’re going to NEED all the knowledge the Platinum package contains.
You may not need every last bit right now... but chances are good that you'll sign up for everything here over time, anyway.
Sign up for everything at once and not only do you save $632, but you’ll also have everything you need at your fingertips, whenever you need it.
You’ll never have to spend another dime on your IB career education because you’ll also get every single course update, bonus case study, and new course we create, FOREVER.
Nothing else – except maybe 10 years on the job – will prepare you as thoroughly for interviews and your future career.
You’ll master techniques that demonstrate advanced knowledge...
...all of which give you a significantly better chance of landing the best internships and jobs with the top investment banks, private equity firms, and hedge funds.
When You Get Your Hands On
BIWS Platinum, You’ll Be In Fine Company
The information is so detailed and so thorough that our regular customers come from top-ranked universities (like Harvard, Yale, Princeton, MIT, LSE, Oxford, Cambridge, and over 121+ other schools), investment banks, and business schools.
When you put BIWS Platinum on your resume/CV, interviewers will know what you can bring to the table.
In fact, inside the site we even give you the exact words you can write on your resume or CV so you can leverage these courses as effectively as possible!
You're Also 100% Protected By Our Unique
12-Month, No-Questions-Asked, Money-Back Guarantee
I want to make this a "no-brainer" decision for you, so BIWS Platinum comes with the same iron-clad guarantee that we offer on ALL our courses:
You have 12 months – that’s right, a full 365 days - to work with the BIWS Platinum course material.
If you decide at any point during that YEAR that BIWS Platinum doesn’t meet your expectations for ANY reason, simply request a refund.
There are no strings attached, no special terms or conditions, and no "fine print."
We either perform for you, or you get your money back - that's how it always should be.