The Investment Banking Networking Toolkit: Program Outline

This is the condensed version of this outline. Click Here for the full version.

Here's How To Get Your Foot In The Door For Investment Banking and Finance Interviews... Even If You Shudder When You Hear The Word 'Networking'

The Investment Banking Networking Toolkit makes it easy to create valuable contacts and connections that will ease your way into a great job in IB, Private Equity or Hedge Funds. Read on to find out more...

Learn how to expand your contacts and get your foot in the door for interviews at investment banks, private equity firms and hedge funds – even if you hate “networking.”

If you’re reading this document, you’re probably considering signing up for the Breaking Into Wall Street Investment Banking Networking Toolkit.

If that’s you, then you should read the full Course Outline which explains...

  • Everything you get in the course, in detail.
  • How this Networking Toolkit is different from everything else out there on the market.
  • How you can save money by signing up for the lowest possible enrollment fee.

Here’s just a couple of the many success stories our customers have
shared with us about this Toolkit:

"Seriously, Just A Year Ago I Had No Shot, No Shot At All…"

Because of your program, I just received an offer in Citi IBDI. Seriously, just a year ago I had no shot, no shot at all. Thanks to all your networking tips and all your information on your web site I have finally broken into inverting banking. Also your breaking into wall street guide helped immensely, all that questions that they had were on there.

"I used to thought technical skills is the most important to get into the industry"

Sure, I'm more than happy to help and here it goes.

I used to thought technical skills is the most important to get into the industry. But I was wrong, totally. It's people and getting to know people. It's your network and how you get along with people. Brain illuminated the way to do it. It's the foundation, the basics it's what people assume you already know. Believe me, if people think you are just bullshitting, nobody give you a hand.

By the way, after my internship in the back office, I have started another one in properly commodity trading house. Doing research, not too bad! And I need to give credit to all the good people I have met, you are definitely one of them! Thank you, Brain really appreciate your help.


Module 1: Networking Overview: Mindset, Strategies & Process
  • In this module, you'll learn how to think about and approach your networking at a high-level – what to do, how to approach industry contacts, and what to avoid.
  • You'll also learn the processes you need to go through to develop relationships and to cold-call banks – and you'll see a sample networking schedule that a student looking for internships might follow.
  • This module consists of a mix of videos and interactive, step-by-step diagrams showing you exactly what to do at each stage.
Module 2: Lead Generation
  • "Lead Generation" just means finding names and contact information for people working in whatever industry you’re interested in – whether that’s investment banking, private equity, or something else in finance.
  • Most people make one simple mistake when it comes to finding names: they don’t consider enough sources.
  • You need to cast your net very wide if you want to have a shot at breaking in, especially in a poor economy.
  • And the more unusual your ideas, the higher your chances of getting into the industry.
  • In addition to all that, you'll also get names and contact information for over 3,000 banks, nearly 5,000 private equity firms, and over 2,000 hedge funds.
Module 3: Tracking Your Networking
  • When you’re tracking your networking efforts, you need to update your spreadsheet every day and take action every day as well.
  • But too many people start off by using ineffective or useless templates – sure, you can track every single little detail, but how much does that really matter?
  • Focus on the important things – and most importantly, get used to using your tracking file properly all the time.
  • We’ll cover how to do all that in these lessons.
Module 4: Requesting Informational Interviews
  • Once you have a name and contact information, setting up informational interviews requires a different skill set and knowledge of some specific tricks and tactics to increase your success rate.
  • And it’s not just setting up the actual interview that you need to know – you’ll also have to understand how to follow-up appropriately and how to further develop the relationship over time.
  • In this module, we cover how to write your initial email as well as 2 follow-up scenarios: one for when you don’t get a response, and one for after you’ve spoken with someone on the phone.
Module 5: Conducting Informational Interviews
  • The best way to learn how to properly conduct informational interviews is with practice. But if you don’t want to make a fool of yourself on the phone or in-person first, you should pay attention to what’s in this module.
  • You usually need to do more preparation for informational interviews than you need for real interviews – not only could you receive all the “standard” investment banking interview questions, but you also need to research the person’s background so you can ask intelligent questions.
  • Depending on when it is in the recruiting season, what level you’re interviewing at, and who your contact is, the informational interview may be informal, or more like a real interview. We cover both scenarios here.
Module 6: Cold Calls & Cold Emails
  • Contacting strangers specifically to ask about jobs – cold-calling or cold-emailing – is an art, and the real way to get good at it is practice.
  • Nevertheless, by following along with the templates, scripts, and recordings included in this module, you should be able to develop your skills and get better at it before you have to do it for real.
  • Cold contact tends to work best with extremely small firms; larger banks and institutions often ignore your inquiries or are difficult to get through to.
Module 7: The Information Session Playbook
  • In this module, you'll get a full "playbook" that you can use to dominate your information sessions and beat all those kids who are still in Harold & Kumar mode asking about "what it's like to be an investment banker."
  • In addition to the high-level strategies and tactics you need to use, we'll also walk through a diagram of a sample information session and show you how to approach and how to approach them - and how to send follow-up emails that get you interviews and offers.
Module 8: Becoming a Weekend Warrior
  • In this module, you'll learn everything necessary to plan and complete weekend trips that get you interviews and offers at banks.
  • You'll learn the key considerations you need to take into account, the proper timing for your weekend trips, and how to maximize your productivity.
  • And you'll get email templates for requesting and following up on informational interviews, as well as a sample weekend trip schedule that we'll walk through and use to explain the most important points when you're planning these trips.
Module 9: Networking with Co-Workers
  • You'll learn how to properly network with co-workers, how to ask for referrals and recommendations, and how to craft your own "elevator pitch" in this module.
  • In addition to the high-level strategies you should be using, we'll walk you through emails and scripts for making requests of everyone from your peers to Managing Directors - and how to make what you're asking for seem like less of a big deal.
  • Finally, we'll go through a sample elevator pitch and look at how you should structure your own and deliver it for maximum impact.
Module 10: The Practical Networking Quiz
  • Here, you'll get to test your networking knowledge and your "field experience" and see just how well you know the in's and out's of finding names and contact information, cold-calling, setting up informational interviews and weekend trips, and getting the most out of information sessions and co-worker networking.
  • This 75-question quiz will test your knowledge of all these topics, and if you pass you can call yourself a true “Networking Expert.”

Our Promise To You...

  • Get Immediate Access. The instant you sign up, you'll get 37 video/audio files, 8 hours of video and all the PDF Quick Start Guides.
  • Unlimited, 365-Day Per Year Support. We have a team of experienced bankers standing by to respond to your questions, comments, and emails 365 days per year, for as long as you need.
  • Money-Back Guarantee. Breaking Into Wall Street is the first and only financial modeling training program that comes with an unconditional 12-Month Money-Back Guarantee.
  • Test Yourself. After completing the full course material, you can test yourself and prepare for recruiting with our challenging end-of-course quiz – pass this, and you’ll be able to network more effectively than 95% of other candidates.

Pssst! Here’s An “Even Better” Offer

What’s even better than the Networking Toolkit? The Networking Toolkit + Interview Guide Bundle!

With The Networking Toolkit + Interview Guide Bundle, you get these two components:

  • Investment Banking Networking Toolkit
  • Investment Banking Networking Toolkit

(Including all bonuses, expert support, immediate access and a 12-Month Money-Back Guarantee on everything...) all for just $144 (savings of $50). These two products work great together, and I promise you - they will never be offered at a lower price than this.

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