Enroll in our Talent Accelerator, a live virtual training led by Kristen and Jen—the trusted financial educators your team already knows.
No generic instructors, just hands-on guidance from experts they’ve watched, listened to, and learned from.
Don’t just learn—train with us live. Enroll now.
Optimizing Your Computer Setup: Configure Excel for maximum efficiency
Essential Excel Shortcuts: Master the shortcuts and techniques professionals swear by
Formatting Best Practices: Understand the unwritten rules bankers expect
Overview of the Three Financial Statements (Income Statement, Balance Sheet, Cash Flow Statement)
How the statements interconnect
The Matching Principle
Understanding A = L + E (Assets = Liabilities + Equity)
EBIT and EBITDA: Key concepts and differences
Structuring and projecting key line items
Step-by-step model construction (Income Statement, Balance Sheet, Cash Flow Statement)
Reinforcing Excel shortcuts through practical modeling
Understanding Net Working Capital
Calculating Activity Ratios
Analyzing how changes in Net Working Capital impact cash flow
Performing model sanity checks
Students will develop closer relationships with instructors Jen and Kristen, ensuring they feel confident in their career advancement journey. They will also understand self study expectations and learn effective strategies for success.
Learning Objectives
Learning Objectives
Learning Objectives
Learning Objectives
Interested in the self study? Buy Now ![]()
Students will develop closer relationships with instructors Jen and Kristen, ensuring they feel confident in their career advancement journey. They will also understand self study expectations and learn effective strategies for success.
Learning Objectives
Learning Objectives
Learning Objectives
Learning Objectives
Interested in the self study? Buy Now ![]()
“I just wanted to say thank you for making the content you make. The podcast has been a huge resource for learning about finance and taught my a ton about recruiting. If it weren’t for the podcast, i don’t think I would have known the effort it takes to get an internship. I recently accepted an offer at Blackstone and this podcast has been a big part of my journey. Thank you!!”
John
This self study covers everything you need to know to nail the technical parts of the Investment Banking and Private Equity interview and to thrive on the desk once you land the job. We cover EVERYTHING you need to know. Get a leg up on the competition here!
Understanding not just the technicals, but also how all the pieces of Wall Street fit together:
Who are all the players on the buy side & sell side?
How do they work together? Compete? Make money?
What is the field of opportunity? Career paths and exits?
How do the public and private capital markets work?
We’re offering a FREE bonus self study “The Industry: Understanding the World of Wall Street” to help you make sense of it all. These are the best kept secrets in the business that NO ONE ELSE will teach you.
Exciting updates are always in the works! Stay tuned for fresh content coming your way
Master the skills to build financial models for forecasting, valuation, and decision-making in various investment scenarios.
Explore the strategies, instruments, and market dynamics involved in the buying, selling, and investing of bonds and other fixed-income securities.
Learn the key processes, valuation techniques, and strategic considerations behind corporate mergers, acquisitions, and takeovers.
Two lifelong friends, former investment bankers, and teachers who want to make finance education exciting. We combine deep technical expertise with creativity and high energy.
Graduates of Princeton and Brown who worked at Morgan Stanley, Lehman Brothers, and Barclays Capital
Veterans of the Financial Sponsors (IBD), Project Finance (DCM), Equity-Linked Securities (ECM), CDO Structuring (Fixed Income Sales & Trading), and Interest Rate Sales (Fixed Income Sales & Trading) groups at bulge bracket Investment Banks
10,000+ hours teaching incoming analysts and associates at the world’s most elite Investment Banks (Goldman Sachs, J.P. Morgan, Citigroup, & more), Private Equity Firms (Blackstone, Silverlake, TA Associates, & more), Hedge Funds, and Business Schools (Harvard, Wharton, and more).
We have a top ten Apple careers podcast, a social media following of 300,000+, and now: self-paced self study for you to learn with us in our signature style.
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