WSO Courses | Wall Street Oasis (2024)

Super useful primer on financial statement modeling

Super useful primer on financial statement modeling, along with bonus content diving deeper into revenue drivers and depreciation schedules. Highly recommend.

CJ the funky h…

More than 5 stars

I think if there were more than 5 stars, I would give it to this one. I think this course goes above and beyond. It helps you get a deeper understanding of DCF beyond just a formula. You learn all the concepts around it. Definitely worth it.

Erick Quinteros

It is worth the time and the money

It is worth the time and the money

anon

Well worth it, did a much better job teaching than the company I interned at last summer.

Well worth it, did a much better job teaching than the company I interned at last summer.

Iz

Essential for a career in finance

Essential for a career in finance, teaches you in a user friendly way a strong foundation of skills that you will not succeed without in the world of finance! 10/10 would recommend

FibonacciMan

I’m definitely using this model in my job and it’s a great tool !

I’m definitely using this model in my job and it’s a great tool !

nicola.nicber

Helped for school and work

Helped for school and work

artofinception

Recommend this wholeheartedly

Really useful course. I learned a lot during the course, on building models, types of valuation, etc. Recommend this wholeheartedly as well as their other good courses (Modeling package and interview package for the industry you are targeting).

Nabil H.

hands on approach to an LBO.

This was a very hands on approach to an LBO. Definitely worth it if you are planning to move to a PE role. I very much like the professional experience of the teacher and the way the course is paced is perfect for somebody who has no experience in LBOs to understand and learn all the necessary information and tips to impress your manager.

Alex

From basic to advanced, no fuss.

From basic to advanced, no fuss. Complete and with the best practices that I see in everyday work.

Tales

Best Modeling Course Out There!

Andrew

Extremely thorough treatment of LBO modeling

Quarter Life Crisis

Helped with understanding how to build and work in an M&A model

As a practitioner, I didn’t have to do any M&A models. This course helped with understanding how to build and work in an M&A model which is great if you are applying for corporate development jobs or dealing with strategic acquirers in your engagement.

A.D.

accurately designed for learners.

It's a valuation modeling course and it is accurately designed for learners.

WSO Monkey

great course

great course, explaining very clearly all DCF subjects from basic to advanced and providing a full mastery on how building advanced evaluation modeling for investment projects of any kind and size. Super reccomended!

Andrea Paglino

Grounded in practice and theory.

Grounded in practice and theory. In my opinion, a better alternative to courses like Wall Street Prep and Corporate Finance Institute (I’ve tried them all).

wannabe_excel_monkey

Extremely well thought out and relevant to anyone looking to explore a career path in finance.

Easy to follow, extremely well thought out, and relevant to anyone looking to explore a career path in finance.

awijaya

guided step-by-step through the process of understanding each and every single thing

In this course, you will be guided step-by-step through the process of understanding each and every single thingon a financial statement modeling and creating a comprehensive model. The Wall Street Oasis community is wonderful because you can ask any question and it will undoubtedly be answered, in addition to the invaluable articles that they provide.

Rishabh

This course taught me a lot

This course taught me a lot about Discounted cash flow modeling in Excel. I pretty much new what DCF is and what the real world implications are. What I hadn't done was real life analysis on companies (lack of time cause of work). This course (and the Elite modeling package I bought it with) bridged the gap between me and what I needed for the career I wanted to get into (buy-side investment advisory). Got the job and here I am. Really grateful for the WSO team for putting such a good resource out.

H. Chu

Teaches you in detail how to do it with real life companies

This course not only explains relative valuation, but teaches you in detail how to do it with real life companies in an excellent way. It helps you understand really important concepts as well. Definitely worth your time and your money.

Erick Quinteros

great overall

great overall

lejlacusto

Best beginner couse to financial modelling

Best beginner couse to financial modelling. Very practival

Avinash Vijay

Got me up to speed

As a new joiner to the PE space from strategy and audit, this course got me up to speed on all the considerations that go into modeling for LBOs. It was especially helpful due to the increased PE activity in the current market (low-interest rate, lots of distressed deals due to covid, etc). My boss was extremely happy that I hit the ground running. Thank you WSO team for making such useful courses! I've used their other courses before this and like always, I've never been disappointed.

Nabil H.

exactly what you need to know to be successful in your PE interviews and job.

This product teaches you exactly what you need to know to be successful in your PE interviews and job.

Johnp

Very in-depth course that does a great job covering everything you'd need to know to feel comfortable with LBO's. Instructor was great and gave a lot of tips that I use on a daily basis.

Very in-depth course that does a great job covering everything you'd need to know to feel comfortable with LBO's. Instructor was great and gave a lot of tips that I use on a daily basis.

Matt

Super in depth and well presented.

Super in depth and well presented.

paullberinde

From zero knowledge of excel to an absolute excel expert

Wall Street oasis took me from zero knowledge of excel to an absolute excel expert,quick with keyboard hotkeys.
I've been hailed by my boss and colleagues at work, trident insurance co.ltd finance department,I used the knowledge also in PowerPoint and word ,these hotkeys apply almost in ppt,word and excel. I've been so efficient yet I'm still in campus.
A local leather turning firm also gave me a role in finance and accounting and it's been a lovely experience, I've actually recoup the money I paid wall street oasis for the course and in fact I got a massive discount, Patrick didn't sell it to me$497 dollars if I remember. The PowerPoint course could improved though,it only gives tricks but does not teach one how to actually create a full presentation or pitchbook. I'm sorry that I have to write my review away from home, I saw the email from Patrick and had planned to do this at home unfortunately my schedule with university,exams have Started and work reasons left me with no time,so seeing the second email I had to pull over and give at least something back by the roadside. If one is keen on a career in finance WSO is the place, it's worth it and the discussion section will broaden your commercial awareness. Thank you WSO.

mochilo

Love it !!

Love it !!

Saud Alotaibi

Great analysis of the valuation model and operating spreadsheet

Great analysis of the valuation model and operating spreadsheet

nicola.nicber

Great set of courses

WSO has great set of courses for those who wants to break into IB world - they do cover all the required basics and advanced topics across valuation, use of Excel and PowerPoint. Having went through relevant BB IB training and trained newcomers, I think this is brilliant value proposition. I still help people prepare to interviews and their first steps in finance world and WSO courses is my usual recommendation. Moreover when I needed to train my employee I bought them same courses as this massively benefits me with very steep learning curve.

IK

The program is really simple, goes in-depth to understand different concepts

The program is really simple, goes in-depth to understand different concepts

Akash

Great course - not just for modeling

Nominal

Excellent course

Excellent course

ALevy

Worth every penny.

Worth every penny. I would have honestly paid more for the knowledge I gained from this course. It has saved me so much time and made me the go-to guy at work for anything excel. This is a no-brainer for anyone getting into financial services. But honestly is excellent for anyone who just wants to be an excel guru! Wall street oasis is incredible and produces nothing but excellent material to learn from.

Austin S.

covered everything you need to know to be a master at using excel.

This course covered everything you need to know to be a master at using excel. The instructor was very professional and knowledgeable and made learning quickly super easy. This course has led me to excel (no pun intended) at my job in investment banking.

Jonathan

It is a great course

joaovmorales

Organized and concise.

Organized and concise. More time is spent putting the material into practice alongside the instructor.

Mumbles

Best Python fundamental course you will ever find. Go for it!

Best Python fundamental course you will ever find. Go for it!

Marazban T.

Put it on my resume which helped a lot

Got through this course and put it on my resume which helped a lot. Also helped me on the job

GOTAJOB

very helpful program

very helpful program

apisheh

The course was great.

The course was great. I would you only add more practice problems.

arwmosaad

fully recommend WSO LBO modelling course

As leveraged finance practitioner in BB bank can only fully recommend WSO LBO modelling course to all who needs practical experience of using leveraged finance and understanding model in detail - whether you'e at sells-de or buy-side. Course also comes at great value of money, specifically if you take is as a package with other courses. No brainer.

IK

Builds nicely from the simple to the complex!

I really enjoyed the structure of the course and all the golden nuggets in it - it builds nicely and gradually from the simple to the complex! The quizzes after each module are great to practice what was learnt. And the cheeky monkey that pops in and out every now and then makes the course more fun;)

Velizara DK

Very good.

Apart from the DCF, most IBs want you to know the LBO model. LBO valuation was in all of our proposals. This course helps you with understanding the landscape and the financial modeling side of things. Very good.

customer

Applicable to M&A work

Great Course very useful and applicable to M&A work, great way to build foundational skills!

FibonacciMan

The course is awesome

The course is awesome and help me prepare well for MS Accounting.

AnnieN

Great course - was very helpful going step by step through DCF

Great course - was very helpful going step by step through DCF; landed an offer at major MM hedge fund

TH

I could understand the relationship among the three financial statements and how is the impacted in each statement.

I could understand the relationship among the three financial statements and how is the impacted in each statement.

João Vitor-Morales

teacher explain complex topics in a simple way.

The course is straight to the point on the main topics of an M&A transaction. I do believe that WSO worths a lot.
The teacher explain complex topics in a simple way.

João Vitor-Morales

A must take for IB or career in finance

A must take for IB or career in finance, 10/10 would recommend!

FibonacciMan

Excellent course with numerous tutorial videos and resources.

Excellent course with numerous tutorial videos and resources.

TRT

Very informative but too much redundancy

Very informative but too much redundancy

Larry

Great for beginners.

Course is great for beginners.

thatIBkid

An absolute must

An absolute must for anyone on school/early career looking to break out ahead of their peers/colleagues.

Alex B.

Way better the second time around.

Way better the second time around.

Mumbles

Great experience

Great experience to cover all the basics needed to be prepared for an internship in IB

MZ

WSO bridges all the stuff you might learn (or not) in a classroom about M&A to real world applications

With courses like this one, WSO bridges all the stuff you might learn (or not) in a classroom about M&A to real world applications. Great course.

Erick Quinteros

The course is straight to the point on the main topics of a LBO model. I do believe that WSO worths a lot.The teacher explain complex topics in a simple way.

The course is straight to the point on the main topics of a LBO model. I do believe that WSO worths a lot.
The teacher explain complex topics in a simple way.

João Vitor-Morales

Exactly what I needed to get started

Exactly what I needed to get started

JungleJungle

Practical course!

Great practical course! Proper language skills. Great DIY at the end of each chapter to hone skills!

wikushe

very effective and helpful

The LBO modeling review was very effective and helpful - there are an abundance of videos to watch and take you through each step of designing an LBO. Think the one of the most beneficial pieces are the handful of case studies provided to practice after the course

apisheh

ROI is very high

The Return on Investment is very high and I highly recommend people buy the course if they want to go into the field of finance.

ahmed

you need to practice by yourself

I Chose the modelling course because everybody knows that you don’t learn excel at school, you need to practice by yourself. The course takes you step by step from the most bac financial statement construction to detailed DCF financial modelling. Even if you don’t know anything about excel everything is very clear. I was scared that I would lack some excel proficiency when I first started my M&A internship last September but thanks to this class I was even helping my intern peers when they were struggling and impressed the analysts and associates in charge of me. Moreover, being proficient in excel modelling helped me focus on other tasks and occasionally finish sooner in the evening

Victor

very straight forward and easy to follow!

schaddm

Helped to get a deeper understanding of financial modeling than I'd had of two years on the job in corporate finance.

This product really helped to get a deeper understanding of financial modeling than I'd had of two years on the job in corporate finance.

elliott.venker

Breaking into VC was challenging but this was incredibly helpful in providing the fundamentals I needed to evaluate a startup at any stage, understand cap table, industry terminologies, and even recruiting for my current role.

Breaking into VC was challenging but this was incredibly helpful in providing the fundamentals I needed to evaluate a startup at any stage, understand cap table, industry terminologies, and even recruiting for my current role.

J.S

I didn’t know much about the VC industry before taking this course. It is well designed and covers everything, from the history of VC and fund structures to term sheets and due diligence. As a bonus, it even has a recruiting for VC guide. Thanks, Patrick…

I didn’t know much about the VC industry before taking this course. It is well designed and covers everything, from the history of VC and fund structures to term sheets and due diligence. As a bonus, it even has a recruiting for VC guide. Thanks, Patrick and the WSO team for putting this together! :D

Nabil Hanif

I think most people who went through an Office software course in grade school probably do not need this course, but there is value in seeing what elements of PowerPoint is important for finance. From that perspective, for anyone who wants a closer focus…

Quarter Life Crisis

For an introductory course, I thought the course was excellent. It covered broadly all the topics that I, myself, had also covered in my college-level introductory financial accounting course. For anyone who is either currently in their undergraduate pro…

Quarter Life Crisis

Amazing course!

Amazing course!

stephen

Skills for a career in IB or PE

Great Way to build foundational skills for a career in IB or PE, 10/10 recommend!

FibonacciMan

must-have in IB

DCF modeling is a must-have in IB. This course helps you hit the ground running. You do it with just about every engagement. It is worth the time.

Neil N.

Before joining investment banking, everyone goes on and on about excel but I spent the vast majority of my time as an analyst in PowerPoint. This course helps you step your game up.

Before joining investment banking, everyone goes on and on about excel but I spent the vast majority of my time as an analyst in PowerPoint. This course helps you step your game up.

customer

Great product. We got a real estate engagement at our boutique IB shop. I didn’t know anything about the subject so I bought this course to be in the know. Really good. Would recommend it!

Great product. We got a real estate engagement at our boutique IB shop. I didn’t know anything about the subject so I bought this course to be in the know. Really good. Would recommend it!

customer

Excellent course!

Excellent course!

Rubeno

This was a great product and well worth the price.

This was a great product and well worth the price.

MeeshMash

cv

Solid course and overall good information for those looking to refresh from College

Solid course and overall good information for those looking to refresh from College

PD

Great course for those interested in diversifying their portfolio and including real estate in it. It provides good case studies on commercial spaces, offices, or multifamily projects, and easy-to-understand modeling.

Great course for those interested in diversifying their portfolio and including real estate in it. It provides good case studies on commercial spaces, offices, or multifamily projects, and easy-to-understand modeling.

WolfMaster

Great content!

Great content!

svardumyan

Excellent course. It has everything you need to understand Venture Capital more broadly and digs into the nitty gritty details of deals. I used it to help me with a case interview for early stage investments.

Excellent course. It has everything you need to understand Venture Capital more broadly and digs into the nitty gritty details of deals. I used it to help me with a case interview for early stage investments.

Nick A.

So far I was only able to briefly dive into the course. What I did like straight off the bat is that the material is fragmented into compact and easily digestible building blocks, which makes the learning process quite relaxed, no painstaking information…

So far I was only able to briefly dive into the course. What I did like straight off the bat is that the material is fragmented into compact and easily digestible building blocks, which makes the learning process quite relaxed, no painstaking information overloads. Also quite appreciate the “banana achievements” system, as you advance through the course.

VonVoitz

This course was exactly what I was looking for. An excellent refresher or intro for those looking to prep for VC interviews or get a better understanding of how a VC firm works. The instructions are clear, the examples and templates are excellent.

This course was exactly what I was looking for. An excellent refresher or intro for those looking to prep for VC interviews or get a better understanding of how a VC firm works. The instructions are clear, the examples and templates are excellent.

sean.gallagher

I started using these models for my job

So precise and performing that I started using these models for my job

nicola.nicber

With the course I could understand in a deep way how to develop complex analysts in valuation theme

With the course I could understand in a deep way how to develop complex analysts in valuation theme

João Vitor-Morales

Could not be better.

Excellent financial statement modeling course, easy to understand and engaging. Could not be better.

TobiasDP

Module quiz helped test understanding

I thought it was very good and module quiz helped test understanding

Caroline.F

Really helpful.

This was really helpful. My only feedback is maybe there a few modules that were a little extra like not needed on a day to day.

ellie

Similar to other financial course programs but slightly better

Was a simple easy to follow course. Similar to other financial course programs but slightly better

crimsoncap

Explain very well the main concepts about excel, what is essencial for financial modeling

Explain very well the main concepts about excel, what is essencial for financial modeling

João Vitor-Morales

Excellent!

These courses were excellent!

Aaron

Great program and worth the money

This was a great program and worth the money

marcusfallor

Great Course!

Great Course!

cchuber

It looked good on my resume.

I liked it a lot and employers said it looked good on my resume.

csalvato

Highly recommend

Highly recommend, learned a ton and would do it again!

Jamar

Go from beginner to a pro at Leveraged Buyout Modeling.

M&A First Year at MM

Easy to learn

Loved the product. Very easy to learn and quickly ramp right before hitting the desk.

Adam

Covers all you need to know

This course covers all you need to know to build a foundational understanding both practically and theoretically speaking in Excel and financial modelling, would highly recommend to those looking to learn this valuable skill!!

FibonacciMan

Boosted my efficiency

The course is pretty comprehensive and probably covered 95% of what I did with Excel during my internship. The keyboard shortcuts in particular boosted my efficiency and I even taught a few to some of my senior colleagues! Note that VBA/macros aren't covered. The timed tests sprinkled in between really helped cement the concepts I learned and be able to apply them immediately. I plan on reviewing the material from time to time to aid in better retention and especially before interviews. The short format of the videos made it easier to stay focused so I would say it's a worthwhile investment of time and money.

WheyDay

Very useful, as was the one on LBOs.

The Excel course was very useful, as was the one on LBOs.

TKMH

Would recommend 10/10.

Absolutely loved the course was comparing and contemplating should i or should i not get the course but glad i went through with it!! Would recommend 10/10.

Criro

Prepared me well to gain a strong foundation for Excel

Prepared me well to gain a strong foundation for Excel

customer

Great Modeling class. Easy to follow videos and knowledgable teacher

Great Modeling class. Easy to follow videos and knowledgable teacher

M&A First Year at MM

Fantastic!

Fantastic!

Guilherme Pettene

I really enjoyed this course

I really enjoyed this course, the fact that it has videos which guided you through all of the tasks after you have attempted them yourself is really helpful. I thought the speed of the course material was adequate, I knew most of the early lessons but quickly found myself re-learning excel 'best practises' or new techniques which I did not know about.

Albert

Great in terms of practical application

Great in terms of practical application in Excel. Would have liked more content on the three statements itself.

FI_Trader

Best bang for your buck

It's the best bang for your buck. Compared to other equally popular courses on the street, this one is really good and up to date with Excel versions.

Erick Quinteros

100% worth it

100% worth it as an intro to excel best practices; recommend pairing with the advanced WSO trainings on financial statement modeling, valuation, and LBOs.

CJ the funky h…

Highly beneficial, focused on the right topics

Great job by Patrick and team! The course was highly beneficial, focused on the right topics and made it possible for me to become fast enough to crush all my timed modeling tests.

Themorethebetter

Informative and well organized

Informative and well organized

Mumbles

Expensive, but worth it

Expensive, but worth it if you're serious about learning these skills.

likemopresti

Great tool for those looking to improve their spreadsheet skills

This Excel course is a great tool for those looking to improve their spreadsheet skills. The vast use of Excel across many industries shows how important it is so having advanced skills with it makes you that much more valuable to potential employers.

Badsir

Applicable to day-to-day work

Very useful and applicable to day-to-day work

Xiaoli-Ma

A fantastic overview

A fantastic and very thorough overview of everything you need to be a successful Excel user--I felt very confident starting a job in management consulting that my Excel skills would be sufficient.

bansea

Great course, very engaging and does not waste your time

This is an excellent course that combines excel training with financial statement modeling. Being in IB for 3 years, the fin model is where you get called out the most since it feeds the valuation tabs. Great course, very engaging and does not waste your time.

Shawn P.

Very relevant and useful.

The information was very relevant and useful.

copelandet

Extremely Helpful

I had very moderate experience with excel when I was in University. This course has been extremely helpful in teaching me excel in an applicable way so that I can excel at my role as an analyst.

bnguyen

I used to consider myself to be pretty good at Excel

Working for 5 years in finance and strategy, I used to consider myself to be pretty good at Excel. But what Zach the instructor and the WSO team (including the monkey) have put together makes me look like an amateur. My target since completing this course is to get a stage where I can model without using the mouse (not yet there but getting there). I love the fact that they have put together excel sheets on which you can practice the shortcuts you learn. Started out at 3-4 mins on my first and ended taking less than 40 secs.
I've done Excel courses before like this but with no practice, so only little of what I learned actually stuck. Practice makes perfect so I'm gonna head back to that :D

Nabil Hanif

Like a different software

It´s like a different software with this course

Guilherme Pettene

Fantastic course, great instructor, and very useful.

Fantastic course, great instructor, and very useful.

Joey

Improved my excel skills tremendously

Very detailed, thorough and fun learning. The course has improved my excel skills tremendously. Master this course and you have a solid foundation to more complex financial modelling courses.

walesay

Super easy to follow

Super easy to follow and I suggest doing the whole thing 2-3 times before hitting the desk if IB is your ultimate goal (or ultimate goal in the short-term lol). I go back to it to refresh my memory and get up to speed. I am also going to re-do the whole thing soon before I hit the desk in a month. If you do that before going to Business School and you don't have a background in Finance, you will be golden. Highly recommend!

ChimpaniHungry…

useful reference when completing the LBO course.

Good follow-on to the financial modeling course and a useful reference when completing the LBO course. Appreciated the concrete examples and the clarity of instruction.

CJ the funky h…

I learned so much, this is very effective training

Excellent content, narration, and examples to model financial statements and supporting schedules. I learned so much, this is very effective training

Larry

I learned a ton in this course!

Great content, narrator, pace, and quizzes. I learned a ton in this course!

Larry

Great learning experience, great case study, overall very useful

Great learning experience, great case study, overall very useful

BondoNekat

Helpful guide compares to those found online

Helpful guide compares to those found online

Ezequiel

A great course to better understand DCFs.

Nominal

very helpful

very helpful modeling course

apisheh

walks you through every step of the process in a straight forward fashion

walks you through every step of the process in a straight forward fashion

apisheh

Amazing tools and resources !

Amazing tools and resources !

nicola.nicber

In depth look at relative valuation

This course gives you an in depth look at relative valuation. It is one of the best courses on the market to gain a deep understanding of comps. I took it after a year on the job to further understand the subject.

Lewis A.

This is a very important skill.

Nabil H.

Good course!

Good course!

GO

A great course for building foundational skills

A great course for building foundational skills in valuation, 10/10 would recommend!!

FibonacciMan

The course explained the concept very well. Extremely helpful.

The course explained the concept very well. Extremely helpful.

Robert Lee

An accessible walk-through LBO modeling with industry instructors.

Nominal

easy to follow format

provides all the steps in an easy to follow format

apisheh

Totally recommend it.

Before this course, I had a slight idea of how to model. This course made every piece fall into its place for me. Totally recommend it.

Erick Quinteros