Investment Banking Training: Train New Hires and Upskill Your Bankers Without Taking Them Off Deals

Breaking Into Wall Street (BIWS) delivers the only interactive financial modeling training platform based on real-life M&A and LBO case studies, specifically designed to mirror live transactions. Reduce training costs and accelerate technical mastery with our self-paced learning, 365-day-per-year expert support, and rigorous certification quizzes. Equip new interns, analysts, and associates with the key Excel, PowerPoint, and modeling competencies and upskill experienced professionals without requiring costly time away from work.

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Breaking Into Wall Street is proud to be used by individuals and groups at 145+ top institutions

introducing

BIWS Online Financial Modeling Training

Breaking Into Wall Street is the only interactive online financial modeling training platform based on real-life case studies that allows financial services professionals to master financial modeling and execute deals with greater speed and accuracy, eliminating the high cost and productivity drain of traditional training – all for a fraction of the cost of other training alternatives.

Self-Paced
Learning
Real-Life Case
Studies Created by Bankers
365-Day-per-Year
Expert Support
Free Updates
Rigorous
Certification
Quizzes
Progress Dashboard
(For Accounts with 20+ Users)
Advanced &
Industry-Specific Training
B.A.S.E.S. Method for
Faster Learning

Your Trusted Partner for Online Training
and Development in High Finance

New Hire Training
Professional Development
Intern Training

Top 9 Reasons Why Investment Banks, Private Equity Firms, and Hedge Funds Choose Breaking Into Wall Street

1

Complete Financial Modeling Training Based on Real Deals, Not Textbook Theory

BIWS was created by bankers, for bankers, to help finance professionals learn real-life financial modeling skills.

Our training uses case studies of companies such as Netflix, Walmart, Target, X (Twitter), and Steel Dynamics to teach the key accounting, valuation, and modeling concepts.

2

Eliminate the Time and Money Required to Create Internal Training

All our training materials are available on-demand, 24/7, and are updated and improved over time.

This means that you save a huge amount of time and money since you no longer have to oversee creation of your own materials or in-person training sessions from other providers.

3

Turn New Hires into Deal-Ready Professionals in Weeks, Not Months

Eliminate training downtime with 100% self-paced, online modules accessible on any device. Your team can learn during their down time rather than their deal time, and you can set training times that suit your schedule.

New hires will be “deal-ready” in a fraction of the normal time required since they can pick up the most important bits on a flexible schedule, in between other tasks.

The courses are created in a way that teaches precious hands-on knowledge from people who successfully have done this for a living. What I was after was not academically fluffy esoteric stuff, but something I could make use of as soon as the video clip ends. You provided me with this in a way that even a beginner can understand and utilize, speeding up my process of becoming a professional in this field.

Carl V., Fund of Funds Associate, New York, NY
4

Use the Proprietary B.A.S.E.S. Methodology for Faster Learning

Instead of following long and boring lectures, students in our training use the B.A.S.E.S. method to practice and gain direct experience applying the material in each step of the process:

B is for Before: Review the “Before” version of a model.

A is for After: Review the “After” version of the model, with the required steps completed correctly.

S is for Study: Follow the step-by-step video training to understand the steps.

E is for Execute: Build the model yourself.

S is for Scrutinize: Compare your version to the “After” file and fix any discrepancies.

5

Get Quick Answers with Expert 365-Day Support

All our courses are backed by our expert support team, each of whom has experience in a field such as investment banking, private equity, or transaction advisory services.

Your professionals, new hires, and interns can get answers to their questions whenever they need them – even on Christmas Day and New Year’s.

6

Master the Material via Active Learning

Instead of passively watching videos or reading, students engage with the material by completing interactive exercises and quizzes and asking questions and getting answers.

This active participation helps new hires and professionals progress more quickly and turns their theoretical knowledge into practical skills.

7

Enforce Modeling Standards with Challenging Certification Quizzes

Each course on this site includes a challenging, self-paced certification quiz at the end, with a 90% score required to pass.

These quizzes act as your quality control system and ensure that each professional has the conceptual understanding and practical mastery to build models and work on deals.

8

Unlock Volume Discounts for Your Entire Team

If you enroll multiple team members in our training, you will receive volume discounts based on the enrollment count.

These discounts vary from ~10% up to ~30%, depending on the course package(s) and number of individuals enrolled.

This pricing ensures that you receive a high return on your training budget while standardizing your team’s skills and core competencies.

9

Try BIWS Training Before Buying

If you want to assess the quality of the training, you can review our Knowledge Base and YouTube channel and learn from the hundreds of free tutorials there.

There’s no obligation to purchase anything; see if it’s helpful and make your decision based on that.

Not only did the training modules help me understand finance in a simplistic way, they have also enabled me to develop an additional skill set, which I did not originally consider as an “asset.” While primarily focused on the technical aspects of industry, the ability to utilize and develop this as a skill set has become crucial for industry executives like me, who would like to have well-rounded skills for overall career development.

Naveen A., VP of Business Development, Mumbai, India
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certification

The Most Rigorous Certifications in the Industry

The certification for each course requires students to pass a rigorous exam with a score of at least 90%.

Unlike most other training companies, we provide complete transparency by showing you exactly what’s on our exams and what students must master to receive the certification. You can view the quiz questions here.

These certification quizzes ensure that students and professionals have achieved a specific standard in technical concepts and practical skills after completing the course.

Monitor Your Trainees’ Progress

For firms with at least 20 users, we offer an online dashboard you can use to monitor your trainees’ progress.

This does not give the full picture of their skill development, but it is helpful in providing a sense of their engagement with the course materials.

IB Training Dashboard

The Types of Firms and Groups We Work With

We work with a wide variety of financial services firms in different verticals to deliver the training and certifications:

Investment Banks
(All Sizes and Regions)
Private Equity
Firms
Sovereign Wealth
Funds & Pensions
Family
Offices
Corporate Finance
(FP&A, Treasury, etc.)
Venture Capital
Firms
Asset Management
Firms
Real Estate Investment
Firms & REITs

career paths

How Our Investment Banking Training Builds and Accelerates Finance Careers

Our Investment Banking Training boosts skill set development and career advancement for professionals in various fields, including:

  1. Investment Banking Analyst/Associate: Applies the training to analyze and value companies, evaluate M&A deals and leveraged buyouts, and make recommendations on capital structure and financing options to clients.
  2. Private Equity Analyst/Associate: Uses the financial modeling skills to assess investment opportunities, conduct due diligence, and manage portfolio companies.
  3. Hedge Fund Analyst/PM: Applies quantitative analysis, financial modeling, and market insights to make informed trading decisions and manage investment portfolios.
  4. Sovereign Wealth Fund Analyst/Associate: Uses the PE funds of funds and buy-side modeling materials to evaluate investments in funds and specific equities and fixed income securities.
  5. Equity Research Analyst: Leverages financial statement analysis and modeling skills to write initiating coverage and update reports on public companies and communicate with management teams and investors.
  6. Corporate Finance Professional: Utilizes the accounting and 3-statement modeling lessons to budget, plan, and make recommendations for companies’ upcoming financing requirements.
  7. Real Estate Investment Analyst: Builds financial models to assess potential investments in new developments, stabilized properties, and renovation/redevelopment opportunities and manage existing property portfolios.
  8. Venture Capital Analyst/Associate: Applies financial modeling, market analysis, and valuation to evaluate startup companies, manage investments, and support portfolio companies’ growth.

program

Here’s a Sample Investment Banking Training Curriculum

Here’s an example course outline from our Core Financial Modeling course, which is a key investment banking training program that firms often use to train their new hires:

  1. Modeling Overview and Core Concepts – Introduces financial modeling, its practical applications, and foundational concepts like the time value of money and Internal Rate of Return (IRR).
  2. Accounting Concepts and the Financial Statements – Covers basic accounting principles, the three financial statements, and specifics rules for the Working Capital line items, CapEx and Depreciation, Leases, and M&A accounting.
  3. Accounting Summary, Interview Questions, and Financial Statement Analysis – Provides a recap of the financial statements, introduces concepts such as Free Cash Flow and the returns-based metrics, and walks students through practice accounting interview questions.
  4. 3-Statement Modeling Case Studies from Templates – Walks students through 3-statement modeling exercises of different complexities (30 – 60 minutes) for Monster Beverage in the U.S. and Stadler Rail in Switzerland.
  5. 3-Statement Modeling Case Study from a Blank Sheet – Teaches students how to build a 3-statement model from a blank Excel sheet for Coles, an Australian grocery retailer, with a focus on quick decisions and effective consolidation.
  6. Equity Value, Enterprise Value, and Valuation Multiples – Explains how to compute Equity Value, Enterprise Value, and valuation multiples, including U.S. GAAP vs. IFRS differences and complexities around leases and partial ownership; the example companies include Target, Vivendi, and Zendesk.
  7. Valuation and DCF Case Study from Blank Sheet – Instructs students on how to build a Discounted Cash Flow model for Steel Dynamics, starting from a blank sheet and the company’s filings and presentations; later lessons include data gathering and interpretation for the public comps, precedent transactions, and WACC.
  8. Real-Life Valuation Usage and Supplemental Methodologies – Provides examples of an investment banking pitch book, hedge fund stock pitch, and equity research report for Steel Dynamics and discusses more advanced topics and methodologies, such as Sum-of-the-Parts analysis, the treatment of leases, and IFRS differences.
  9. M&A Concepts and 60-Minute Merger Model – Teaches the fundamentals of merger models and M&A deal evaluation via a mix of “conceptual” models and a 60-minute merger model for Builders FirstSource and BMC Stock Holdings.
  10. Full Merger Model – Expands on the 60-minute model with additional detail on purchase price allocation, synergies, the financial statement combination, M&A valuation, contribution analysis, and value creation analysis (plus, a full deal presentation).
  11. Leveraged Buyout Concepts and Simple LBO Models – Introduces leveraged buyouts and LBO modeling via several simplified examples, including a paper LBO model and a 60-minute “blank sheet” exercise, and builds up to a 90-minute LBO case study based on Bain’s buyout of NichiiGakkan in Japan.
  12. More Complex LBO Model – Walks students through a more complex 3-statement LBO model based on Apollo’s buyout of the Great Canadian Gaming Corporation, including a more robust debt schedule, a tax schedule, more detailed unit economics, and a returns schedule with earnout payments.
  13. Debt vs. Equity, Bond Analysis, and Equity Offerings – Covers debt and equity capital markets, bond analysis, and financial models for IPOs and follow-on offerings; the main case study is based on a “blank Excel sheet” credit analysis of Netflix and its best options for an upcoming refinancing.

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Get 100+ Sample Videos From Our
Knowledge Base and Free YouTube Tutorials

Knowledge Base Free YouTube Tutorials

Additional Resources for Investment Banking Training

Here are some more resources, links, and articles to advise and guide you on investment banking training:

Investment Banking Careers Arrow Icon
Private Equity Careers Arrow Icon
Financial Modeling Overview Arrow Icon
Knowledge Base - Free Tutorials Arrow Icon
Financial Modeling YouTube Channel Arrow Icon
3-Statement Modeling Tutorial Arrow Icon
DCF & Valuation Tutorial Arrow Icon
LBO Modeling Tutorial Arrow Icon
PowerPoint Crash Course Arrow Icon