Breaking Into Wall Street – BIWS Excel & VBA for Investment Banking

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Breaking Into Wall Street – BIWS Excel & VBA for Investment Banking

• Become a shortcut, formula & formatting machine
  Excel will be your “native language” after you finish this course
• Learn the skills with dozens of practice exercises
  Learn by doing and check your work against the solutions
• Shave hours off your workday with VBA and macros
  Automate repetitive tasks, format spreadsheets quickly, and more

Test Yourself

Complete dozens of practice exercises and check your work against our solutions and explanations

Excel & VBA is the only course on the market at any price that teaches you how to master Excel specifically as it is used in investment banking, private equity, hedge funds, and other finance roles.
You can find endless “Excel courses” online if you do a quick search.

The problem is that most of these courses are generalist training for teaching marketing or HR how to enter their names in Excel or draw pink unicorns.

But if you’re targeting “high finance” roles – investment banking, private equity, or hedge funds – you need a course that focuses 100% on how to use Excel in these highly competitive jobs.

Our Excel & VBA course takes you from the basics of cell and spreadsheet navigation up through automation via VBA and macros – and it gives you plenty of exercises and templates along the way.

To become truly proficient in Excel, you need two things in any course or training program:

1. Plenty of practice exercises and solutions so you can “learn by doing.”
The only way to learn Excel is to watch someone demonstrate the tips and techniques, try it yourself, check your work, and repeat it until you’ve got it.

You can’t just “read” or “watch” your way into learning; true mastery comes from repeated practice, especially when you’re learning the core topics: navigation, formatting, and formulas.

For each lesson in these topics areas, we walk you through the use cases, show you how to use the shortcut or formula, and then ask you to use it in a similar exercise.

You can then check your work against the solution in the video and the Excel files and ask us directly if you have any questions.

2. Example templates, tools, and macros to level-up your productivity.
Once you’ve mastered the fundamentals of Excel, it’s time to enter some “cheat codes” and get even faster with outside tools like the Quick Access Toolbar (QAT) and macros.

These will let you format entire spreadsheets with one command, automatically create a Table of Contents, change decimal places across entire ranges of numbers, and more.

And, even better, you’ll not only get our tools, but you’ll also learn how to write your own code to create your own macros or customize the ones we provide.

You don’t necessarily “need” any of this to work in finance, but if you want to leave the office before 3 AM or minimize your weekend work, it’s a game-changer.
Our Excel & VBA course is designed around these two critical topics.

Sure, there’s a lot of other stuff in the package: separate PC and Mac lessons, practice quizzes, graphs and charts and data analysis, and a certification quiz at the end…

But if you know the fundamentals and the outside tools like the back of your hand, you’ll outperform on the job and get more free time in the process.

What You Get – and What the BIWS
Excel & VBA Course
Will Do for You
When you’re interviewing for internships and full-time jobs at investment banks, private equity firms, and hedge funds, a few questions will come up over and over again…

• Can you build a 3-statement model and valuation in Excel?
• Can you review a company’s financial statements and draw some quick conclusions?
• Can you model a potential M&A or leveraged buyout deal?
• Can you create graphs and charts to present your findings?
• All these questions have one comment element: Excel.

Without deep knowledge of Excel, including the most important keyboard shortcuts and formulas, you won’t be able to do anything above.

Bankers may not test your Excel skills directly, but they’ll always ask how much you know about accounting, valuation, and financial modeling – and Excel is a pre-requisite for all of those.

And after you win your internship or full-time job, a different set of questions will come up on your first day of work:

• Can you put together a list of potential buyers for this company, or update the buyer log for recent conversations?
• Can you analyze this customer data as part of the due diligence process?
• Can you look at this horribly formatted data, clean it up, and then create graphs and pivot tables to highlight the trends?
• And can you build a financial model for this potential acquisition we’re pitching?

In this course, you’ll learn the key Excel skills required for all these tasks – and much more.

The core lessons are based on two case studies: a valuation of Walmart and an analysis of customer data for a client company.

Here’s the Full Run-Down of Everything You’ll Get Immediately After Signing Up…

Module 1: Intro, Setup, and Navigation (Separate PC and Mac Versions)

In this module, you’ll learn how to set up and optimize your system and Excel settings, as well as how to navigate, use the ribbon menu, the format dialog box, and the key shortcuts for working with cells, rows, and columns.

You’ll also learn how to enter formulas, text, and numbers, use absolute and relative references, name and jump to cells, and manipulate worksheets.

Number of Lessons: 11

Module 2: Formatting and Printing (Separate PC and Mac Versions)

In this module, you’ll learn the key shortcuts for formatting, how to use built-in number formats, and how to use date, time, and text manipulation functions.

You’ll also learn how to clean up data, set up custom number formats, format financial models, and use conditional formatting that changes entire rows based on the contents of individual cells.

The final lessons teach you how to group and hide rows and columns, how to set up freeze panes and split panes, and how to format spreadsheets for printing.

Number of Lessons: 11

Module 3: Financial Formulas and Lookup Functions (Combined PC/Mac)

In this module, you’ll learn about the key functions and formulas required for financial modeling in Excel, including logical, arithmetic, and financial functions, as well as lookup functions, INDEX, MATCH, and INDIRECT.

You will practice these functions across several exercises, and you’ll learn how to use array functions, CHOOSE and OFFSET, sensitivity tables, and Goal Seek and Solver for more advanced features.

You’ll also learn how to handle circular references in models, how to audit formulas and find problems, and how to leave comments.

Number of Lessons: 18

Module 4: Data Manipulation and Analysis (Combined PC/Mac)

In this module, you’ll learn how to manipulate and analyze data in Excel, including data tables, sorting and filtering, Power Query for importing data from the internet, SUMIFS, SUMPRODUCT, and database functions.

You’ll also learn how to use pivot tables and Power Pivot to slice, dice, and aggregate data according to different criteria, and you’ll practice customizing the tables, creating visualizations, and using Calculated Columns and Measures to build KPIs.

The last few lessons here only work in the PC versions of Excel as of the time of this course because Microsoft had not yet implemented Power Pivot in Mac Excel; however, you can replicate many of these features by creating extra columns in normal data tables.

Number of Lessons: 9

Module 5: Charts and Graphs (Combined PC/Mac)

In this module, you’ll learn how to set up charts and graphs in Excel, ranging from the basic line and column charts up through dynamic charts with checkboxes and scroll bars.

You’ll learn how to create charts that are specific to investment banking and finance roles, such as valuation multiple graphs, football field valuation charts, price-volume graphs, and waterfall bridge charts for analysis of companies’ financial results.

You’ll conclude by learning how to create dynamic pie charts and combo charts using INDEX/MATCH and form controls in the Developer Toolbar.

Number of Lessons: 9

Module 6: VBA and Macros (Combined PC/Mac)

In this module, you’ll learn VBA and macros by writing your own package of useful Excel macros using concepts such as loops, range and cell manipulation, variables and constants, arrays and dictionaries, and string manipulation.

You’ll create macros for “Input Box” cell creation and the color-coding and printing of financial models, and then you’ll expand on those by writing macros to cycle number formatting, change the decimal places for numbers with different formats, flip the signs, and flash fill right and down.

You’ll also write macros to toggle the error-wrapping of formulas, toggle absolute vs. relative vs. mixed references, go to the min and max of a range, create Tables of Contents, and create Price-Volume Graphs.

Number of Lessons: 16

Hear What Our Customers Have to Say About Their Results with Excel & VBA

“Great news, I just got a full-time offer in IB J.P. Morgan in London!! Your courses have been absolutely key in achieving this.”

“To make up for my lack of financial work experience I listed Modeling Fundamentals on my resume as I was doing it, with a few highlights of case studies completed. So far it has piqued [the] interest of Lazard in Paris, HSBC in London, among others.”

“I have learned more about the technicalities of the industry through these lessons than 1. being a finance major at a reputable college, and 2. having an internship with a boutique investment bank.”

Let’s Quickly Recap Everything You Get in the BIWS Excel & VBA Course

• Introductory Lessons on Excel Setup and Navigation: These lessons get you up to speed on Excel, the user interface, the Quick Access toolbar, and how to move around and edit cells, worksheets, and files efficiently.
• Core Lessons on Formatting and Printing: You’ll learn how to format financial models and data analyses with the right borders, backgrounds, and font colors, and how to prepare your spreadsheets for printing.
• Core Lessons on Functions and Formulas: These lessons cover formula entry, logical/arithmetic/financial functions, data lookup functions (HLOOKUP, VLOOKUP, XLOOKUP, and INDEX/MATCH), sensitivity tables, and more.
• Core Lessons on Data Analysis: You’ll learn how to use data tables, Power Query, SUMIFS and SUMPRODUCT, database functions, pivot tables, the internal data model, Power Pivot, and more, so you can find trends in data and highlight the key points.
• Core Lessons on Graphs and Charts: You’ll learn the techniques to create valuation multiple graphs, price/volume charts for company stocks, waterfall bridge charts, and “football field” valuation graphs – plus, dynamic charts with checkboxes and scroll bars.
• Core Lessons on VBA, Macros, and User-Defined Functions: You’ll learn everything you need to automate many tasks taught in the earlier parts of the course, such as formatting financial models and preparing them for printing, cleaning up data, and creating graphs and Tables of Contents.
• Time-Saving Excel Shortcuts: These will work in ANY modern version of Excel (both PC and Mac), and they will save you hours as you use the keyboard for as much as humanly possible.
• Sample 3-Statement Projection Model and Valuation for Walmart You’ll get an entire 3-statement model and valuation, including segment-by-segment projections, so you can put your Excel skills into practice and use it as a template for future projects.
• Custom BIWS Macros Package: You can import these macros into any Excel file and instantly format your models, change number formats and decimals across large ranges of different types of data, flip the signs of numbers, and modify formulas far more efficiently.
• Separate Coverage of PC and Mac Excel Shortcuts: The first two modules of the course have separate PC and Mac lessons so that you learn the key shortcuts on your preferred system – without wasting time learning commands you’ll never use.
• 8 Detailed Written Guides: These summarize all the lessons in the course, the most important keyboard shortcuts, formatting best practices, the top formulas, and techniques for graphs and charts, data analysis, and VBA and macros.
• 70 Practice Quiz Questions: Test your knowledge via dozens of in-video and end-of-module quiz questions in the course, covering everything from Excel setup and shortcuts to advanced formulas and VBA. You also get the full answers and explanations.
• Certification Quiz: Pass the challenging end-of-course Certification Quiz (60 questions total) with a score of 90%, and you’ll receive a Certificate of Achievement that you can add to your resume/CV and present in interviews.Commonly Asked Questions:
  1. Business Model Innovation: Acknowledge the reality of a legitimate enterprise! Our approach involves the coordination of a collective purchase, in which the costs are shared among the participants. We utilize this cash to acquire renowned courses from sale pages and make them accessible to individuals with restricted financial resources. Our clients appreciate the affordability and accessibility we provide, despite the authors’ concerns.
  2. BIWS Excel & VBA for Investment Banking Course
  • There are no scheduled coaching calls or sessions with the author.
  • Access to the author’s private Facebook group or web portal is not permitted.
  • No access to the author’s private membership forum.
  • There is no direct email support available from the author or their team.