Enroll them in our Talent Accelerator: a virtual training experience led personally by Kristen and Jen, financial educators they already know and trust. This isn’t just another training program with a generic instructor. Your team has watched our videos, listened to our podcasts, and learned from our insights. Now, they get to train with us — live!
Enroll now and reserve your seat today!
Join Our Two-Day Financial Modeling Talent Accelerator
In this intensive two-day training, participants will gain the technical foundation to build fully integrated, three-statement financial models in Excel. Whether they’re preparing for the desk or leveling up for the next step in their career, this accelerator delivers the tools, techniques, and confidence required to model like a pro.
✅ Taught by Kristen & Jen – No mystery instructors with questionable credentials and teaching abilities. Your employees already know and trust us, and they will be excited to learn directly from us.
✅ Real-World, Up-to-Date Insights – We don’t just teach finance — we live it. Our content is drawn from recent deals, pop culture, and market-moving events. Plus, our unparalleled access to thought leaders in the industry through our podcast ensures your team gets the latest market-relevant knowledge.
✅ Beyond the Classroom – Participants get access to an extensive portfolio of courses, videos, and podcasts to reinforce learning long after our live sessions.
This is the training that gets new hires investment-ready, deal-ready, and desk-ready — fast. Spots are limited.
Enroll now and set your team up for success.
Accelerate Your Talent. Elevate Your Team.
Your New Hires Already Know Us. Now, Let Us Train Them. Looking to make your interns, new hires, and off-cycle analysts desk-ready from day one?
This course is for anyone who is either interviewing for an entry level Investment Banking or Private Equity role — or for anyone who has landed an IBD or PE offer and wants to get desk-ready.
Note: if you are a current practitioner, this will largely be review from new hire training. Stay tuned for our advanced courses!
No — we will have a separate class JUST for financial modeling and Excel. However, you will get a TON of hand-on modeling experience in this course, building your own DCF and LBO models complete with debt schedules and free cash flow sweeps.
You’ll also learn all the accounting concepts necessary to build a 3-statement model.
Yes. BUT…
You’ll be using a PC when you’re on the job. When it comes to the Excel sections of the course, the closer you can get to Windows Excel, the better off you’ll be.
You can purchase software like Parallels and Windows Excel to run Windows Excel on your Mac, which will be an upgrade from Mac Excel. This is not a requirement, though.
Quite a lot actually. First, Kristen here taught these concepts on site at banks all over Wall Street. She has iterated and refined her explanation of concepts over the course of 15 years. She has an OCD level of detail when it comes to making sure the visuals and examples are fun and engaging. Jen’s is a natural born story teller and teacher, a skill that is quite rare among those on Wall Street. The two of us were VERY focused on creating engaging videos that goes way beyond droning over a PowerPoint presentation. Additionally, through our podcast, we have conversations all the time with thought leaders in the industry, and through our community on social media which is made up of 300k people and counting, we are constantly hearing from YOU about what questions you are being asked in real time. In fact, the exact content of this course was tailored to all of YOU who shared the questions you were asked. To us, this course is our masterpiece, something that is the culmination of literally 25 years of learning and teaching.
Not at all! The stories are there as just that: stories.
Sure, you might be more excited about the material if you’ve seen the shows, but it’s absolutely NOT essential.
If you want the cliff notes version, you can listen to our podcast series (start with our episode on Succession season 1 here) that gets into the finance of these shows 🙂
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