"How to Master Excel and VBA So You Complete Financial Models and Data Analysis in Half the Time, Automate Your Workflow, and Jump to the Front of the 'Top-Tier Bonus' Line"
Become a shortcut, formula & formatting machine
Excel will be your “native language” after you finish this course
Learn the skills with dozens of practice exercises
Learn by doing and check your work against the solutions
Shave hours off your workday with VBA and macros
Automate repetitive tasks, format spreadsheets quickly, and more
View short course outline or scroll down for the details
Excel & VBA is the only course on the market at any price that teaches you how to master Excel specifically as it is used in investment banking, private equity, hedge funds, and other finance roles.
You can find endless “Excel courses” online if you do a quick search.
The problem is that most of these courses are generalist training for teaching the marketing department how to enter their names in Excel or draw cartoon characters.
But if you’re targeting “high finance” roles – investment banking, private equity, or hedge funds – you need a course that focuses 100% on how to use Excel in these highly competitive jobs.
Our Excel & VBA course takes you from the basics of cell and spreadsheet navigation up through automation via VBA and macros – and it gives you plenty of exercises and templates along the way.
To become truly proficient in Excel, you need two things in any course or training program:
1 Plenty of practice exercises so you can “learn by doing.”
The only way to learn Excel is to watch someone demonstrate the techniques, try them yourself, check your work, and repeat the tasks until you can do them in your sleep.
You can’t just “read” or “watch” your way into learning; true mastery comes from repeated practice, especially when you’re learning the core topics of navigation, formatting, and formulas.
2 Example templates, tools, and macros to level-up your productivity.
Once you’ve mastered the fundamentals of Excel, it’s time to enter some “cheat codes” and get even faster with outside tools like the Quick Access Toolbar (QAT) and macros.
These will let you format entire spreadsheets with one command, automatically create a Table of Contents, change decimal places across entire ranges of numbers, and more.
And, even better, you’ll not only get our tools, but you’ll also learn how to write your own code to create your own macros or customize the ones we provide.
You don’t necessarily “need” any of this to work in finance, but if you want to leave the office before 3 AM or minimize your weekend work, it’s a game-changer.
Our Excel & VBA course is designed around these two critical topics.
Sure, there’s a lot of other stuff in the package: Separate PC and Mac lessons, practice quizzes, graphs and charts and data analysis, and a certification quiz at the end…
But if you know the fundamentals and the outside tools like the back of your hand, you’ll outperform on the job and get more free time in the process.
Brian DeChesare
Founder, Breaking Into Wall Street
Take a Look at What You’ll Get Immediately After Signing Up…
Module 1: Intro, Setup, and Navigation (Separate PC and Mac Versions)
In this module, you’ll learn how to optimize your system settings and how to navigate in Excel, use the ribbon menu, access the format dialog box, and master the key shortcuts for working with cells, rows, and columns.
You’ll also learn how to enter formulas, text, and numbers, use absolute and relative references, name and jump to cells, and manipulate worksheets.
Number of Lessons: 11
Templates and Resources: Course Study Plans; Excel Setup and Shortcut Guides; Custom Quick Access Toolbar (QAT)
Module 2: Formatting and Printing (Separate PC and Mac Versions)
In this module, you’ll learn the key shortcuts for formatting, how to use built-in number formats, and how to use date, time, and text manipulation functions.
You’ll also learn how to clean up data, set up custom number formats, format financial models, and use conditional formatting that changes entire rows based on the contents of individual cells.
The final lessons teach you how to group and hide rows and columns, how to set up freeze panes and split panes, and how to format spreadsheets for printing.
Number of Lessons: 11 Templates and Resources: Model Formatting Guide; Custom Number Guide
Module 3: Financial Formulas and Lookup Functions (Combined PC/Mac)
In this third module, you’ll learn about the key formulas required for financial modeling in Excel, including logical, arithmetic, and financial functions, XLOOKUP, INDEX/MATCH, FILTER, and dynamic array functions, such as TRANSPOSE.
You will gain practice using all of these tools and then move on to scenarios, OFFSET, sensitivity tables, circular references, self-referencing formulas, and Goal Seek and Solver.
The module concludes with Lambda Functions and LET, which you can use to create your own custom Excel functions without any code.
Throughout the training, you’ll also learn to audit formulas, leave comments and notes, and error-check both standard formulas and custom functions.
Number of Lessons: 30 Templates and Resources: Formula Guide; Bonus Lambda Functions; Standalone Real Estate and PE Fund Excel Files
Module 4: Data Manipulation and Analysis (Combined PC/Mac)
In this module, you’ll learn how to manipulate and analyze data in Excel, including 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.
The last few lessons here only work in the PC versions of Excel because Microsoft had not yet implemented Power Pivot in Mac Excel; however, you can replicate many of these features by creating extra columns in normal data tables.
Number of Lessons: 9 Templates and Resources: Data Analysis and Pivot Table Guide
Module 5: Charts and Graphs (Combined PC/Mac)
In this module, you’ll learn how to set up charts and graphs 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.
You’ll conclude by learning how to create dynamic pie charts and combo charts using INDEX/MATCH and form controls in the Developer Toolbar.
Number of Lessons: 9 Templates and Resources: Model Formatting Guide; Custom Number Guide
Module 6: VBA and Macros (Combined PC/Mac)
In this module, you’ll learn VBA and macros by writing your own package of useful Excel macros using 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.
Number of Lessons: 16 Templates and Resources: VBA and Macro Guide; Full Set of 15 BIWS MacrosPlus… This Course Comes With The FollowingValuable Tools To Accelerate Your Learning:
FULL Subtitles/Captions and Transcripts
365-Day-per-Year Q&A
259 Pages of Written Guides
Free Updates
Watchable on ANY Device
Expert Support
Practice Quizzes with Full Answer Keys
…and Our Legendary, 90-Day
No-Questions-Asked Money-Back Guarantee
Take a full 90 days to review the Excel & VBA course and make certain it’s everything we promise.
You do not have to finish everything in that time – think of it as your “trial period” or “evaluation time.”
If you aren’t satisfied for any reason, simply ask for your money back, and we’ll issue a prompt refund – no questions asked.
Plus Expert Support from Current and Former Investment Bankers
Just moments after you enroll, you’ll gain Instant Access to the Excel & VBA 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 that you don’t understand, just go to the “Question/Comment” area below each 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 finance firms.
That ensures that you’ll get responses from people with deep experience in the field rather than 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 faster.
You can often learn just as much from reading other students’ 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.
Finally, we cannot answer questions about topics not covered in these courses, such as sales & trading interview questions or coding/programming interview questions.
We’re happy to answer career-related, qualitative, and technical questions that are related to the course materials.
What’s Your Investment In This Excel & VBA Course?
To put this in context, let’s look at your Return on Investment in this course…
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, the enrollment fee for this course is nominal:
Your investment in the full Excel & VBA course (including ALL of the valuable content and training detailed above) is just $197.
Here’s how you can think of that course enrollment fee:
- If you tried to learn everything here by yourself instead, it would take you at least 50-60 hours – and you’d have no one to check your work or answer your questions. Even if you assume a rate of only $10 per hour, self-study would cost you at least $500 – $600 worth of time.
- Once you’re in investment banking, you might be working on a financial model at 3 AM and suddenly realize that you can’t fix a formatting problem or get a formula to produce the correct results…
Leave in that kind of error, and you’ll hear all about it in your year-end review – it’s a competitive field, and everyone else is hyper-attentive to detail.
Bonus tiers for Analysts can be $5,000 to $10,000 USD apart – so simple formatting errors, added up over time, could actually cost you $5,000 to $10,000.
Or, you could just sign up for Excel & VBA and prevent all that from happening.
By doing so, you:
- Save yourself potentially hours each day – worth $30,000+ at annual compensation of $150,000, or $40,000+ at yearly compensation of $200,000.
- Get training that would normally cost you at least $500 – $600 in opportunity cost, and likely far more than that.
- Avoid the key pitfalls that might cost you $5,000, $10,000, or more in lost earnings from your year-end bonus.
- And significantly improve your chances of winning jobs that pay $150,000 – $250,000 or more per year, even when you’re first starting. That’s a 760x – 1,260x return on investment!
There is simply no other way to get this level of training… this level of support, help, and troubleshooting on demand… this level of testing and practice… and this level of access to a community of thousands of peers…
…at ANY price!
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.
You’re Also 100% Protected By Our Unique
90-Day, No-Questions-Asked, Money-Back Guarantee
Since I want to make this a “no-brainer” decision for you, the Excel & VBA course comes with the same iron-clad guarantee that we offer on everything:
You have 90 days to evaluate the course material and see if it’s right for you.
If you decide at any point during those 90 days that Excel & VBA doesn’t meet your expectations, simply request a refund.
We perform for you, or you get your money back – that’s how it always should be.
Here’s What Will Happen Within Minutes of You Signing Up
After you sign up, you’ll have immediate access to the full course contents, including all the videos, Excel files, written guides, quizzes, support, and more.
That includes:
This is the most comprehensive and practical finance-specific Excel training around, at the best price, with the best support, and with the best guarantee. This is as risk-free as an offer can come.
In fact, the ONLY risk is that you might go into your internship or full-time job without having taken this course – but your new co-workers all have.
The next move is up to you.
You can hope that an investment bank hires you and doesn’t care about your Excel skills or how well you can work with financial models and other spreadsheets… good luck to you there.
OR you can confidently tell banks you’ve invested in the only dedicated training program on the market that teaches you how to use Excel and VBA in the finance industry, based on real models, valuations, and due diligence analyses – 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’re looking 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 gives you everything you need to master Excel navigation, formatting, formulas, graphs, data analysis, VBA and macros, and more – without spending 2-3 years on the job first.
Nothing beats live deal and investment experience, of course, but this course is the next best thing. Enroll now, and you’ll have access to everything in just a few short minutes.
"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."
"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."
"I've worked in Excel for years, but the Excel classes are well-focused on investment banking and I'm not left trying to figure out if what I learned would apply to work. I only wish college had been so helpful."
"Having only completed half of the course on BIWS, it still carried me through to the top percentile of performers in the exam."
"The analytical rigor and financial modeling expertise I developed through Breaking Into Wall Street were instrumental in my professional advancement."
"Frankly, I have not come across any other program in the market that delivers the same level of value and real-world applicability as yours."
"I just wanted you to know that I think your BIWS Excel course is probably one of the most valuable ways [that I] could have spent my time before starting an analyst position at a REIT 5 months ago."
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