Wall Street Training & Advisory

If everyone took our training...

people would waste less time in Excel.

private equity firms would actually achieve their IRRs.

fund managers would actually beat their benchmark.

SVB wouldn’t have collapsed.

Make better decisions.

Drawing from experience across all corners of finance, we always give you the full picture.

Instructor teaching financial modeling on a spreadsheet

Training

Get up to speed on financial modeling and valuation across multiple industries.

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Advisory

We know both the buy side and the sell side. Let us help you with your next deal.

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WST Macros

Waste less time in Excel by using our suite of custom functions and shortcuts.

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[WST] taught valuable timesaving shortcuts, Excel keystroke efficiency, and financial modeling concepts to fortify my base of knowledge. The instructor was entertaining as he moved at a good pace through the material, which helped all participants, irrespective of background ... I would absolutely recommend WST for training classes in the future!

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Corporate Training

Get your team up to speed and unify their knowledge base, regardless of their background.

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Investment Banking Asset Management Private Equity Venture Capital

For Individuals

Be confident and prepared for the next step in your career.

Studying for a modeling exam? Working on a deal in an unfamiliar industry?

Or maybe you want to become an Excel expert.

You've come to the right place.

Finance Professionals Interview / Job Prep Finance Fundamentals Self-Study Courses

Training Methodology

Our approach is to teach you how to fish, rather than give you a fish.

We don't give a one-way lecture where you memorize every cell and formula.

We nudge you toward uncovering answers on your own by leading with the right questions.

The end result? Longer-term knowledge retention that will last an entire career.

WST was the single most important educational experience of my life. Your hands-on teaching style taught me the importance of efficiency through keyboard shortcuts and macros, which has increased my productivity fivefold and will forever remain a part of my work habits.

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WST Macros

Self-Study Courses

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Solutions beyond the spreadsheet.

If everyone took our training...

Make better decisions.

Training

Advisory

WST Macros

Explore WST

Corporate Training

For Individuals

Training Methodology

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