New York City: Open-Enrollment Course Registration

WST's open-enrollment courses utilize the same content we use to train our corporate clients and execute transactions. Our courses are highly practical & intensive as well as representative of real-world, on-the-job training. These upcoming workshops will consist of the following full-day programs:

Spring 4-Day Modeling Boot Camp
June 1-2 & June 8-9, 2019

  • Day 1: Advanced Financial Modeling – Core Model (Integrated IS/BS/CF)
  • Day 2: Segment Build-up, Sensitivity Modeling, Enhancements
  • Day 3: Corporate Valuation: Fundamental & Relative Valuation
  • Day 4: M&A Deal Structuring and Merger Modeling
Boot Camp Curriculum (PDF)

The goal of these programs is to improve and elevate the skill sets of the financial analyst and the investment professional. Heavy emphasis is placed on being as effective and efficient as possible with Excel. If you are interested in improving your financial modeling and valuation skills, or are in a career transition, these courses are for you!


Midtown Manhattan (TBA)

All attendees receive free access to our WST Self-Study Package 1 online video courses for six months!

Who Should Attend?

  • Anyone who uses financial statements as part of investment decision process
  • Investment Banking professionals from Analysts to Associates and VPs
  • Buy-side and Sell-sell equity research
  • Investment managers and portfolio managers
  • Asset management professionals and hedge fund analysts
  • Private Equity and Venture capital professionals
  • Credit related professionals: commercial banking, ratings, distressed investing
  • Internal Corporate Business Development / M&A functions
  • Professionals transitioning into finance and undergraduate / MBA students

What's Included?

  • Printed handouts and reference materials
  • Industry-leading Excel templates following modeling best practices
  • Lifetime support via Q&A forum access

2019 Registration

Financial Modeling, Valuation, and M&A Boot Camp: June 1-2, 2019
Financial Modeling, Valuation, and M&A Boot Camp: June 8-9, 2019
Financial Modeling, Valuation, and M&A Boot Camp: June 1-2 and June 8-9, 2019
Cancellation Policy REGISTRATION FULL

Note: If you are interested in attending only one day, or a combination of several days, please contact us.

Cancellation Policy

WST reserves the right to cancel course dates if enrollment is insufficient or for any circumstances beyond our control. If WST cancels a class, all payments will be refunded in full promptly.

In some cases, WST may reschedule/postpone a class to a later date, and this web page will be updated accordingly. Existing registrations for a rescheduled class are eligible for either (1) a full refund, or (2) a free transfer to the rescheduled course on the new date.

All requests for cancellation must be in writing (via fax or email is acceptable). If canceling 30 days or prior to start of the first class, a 50% cancellation fee + $50 processing fee will be assessed; if canceling less than 30 days from start of first class, no refunds given. Any substitutions must be made 14 days in advance of the first class; after that, no substitutions allowed.