Frequently Asked Questions

Why choose The Analyst Exchange? What sets us apart from the other programs?
We are the financial modeling experts. Our team consists of seasoned Wall Street experts with more than 100 years of financial modeling experience as well as connections in the industry. We are deeply committed to maintaining a high level of training that is unmatched. Each trainer and senior team member has been selected via a rigorous interview process. We want to ensure that they are leaders in their field and also passionate about teaching. Unlike other programs, each trainer still works on Wall Street, offering students the most up-to-date skill set and knowledge. We also offer a diverse menu of course options to meet every need. Our unique one-on-one program teaches effective financial modeling training at your own pace and in your own place. Our in-house training courses are a great way to learn financial modeling in a small group setting. With more than 50 training locations world-wide and courses held in sessions of five days or 10 evenings, we can accommodate every situation. Groups of no more than five maximize the experience. Unlike other programs, we make sure you can build each financial model efficiently and effectively. We use real-world simulations to create a valuable teaching environment that can’t be found anywhere else. 

Why take a Financial Modeling training program?
Whether you are a student, recent graduate or professional in the finance, consulting, risk management, investment banking or private equity industries, a solid financial modeling and presentation background is essential, particularly in today’s economy. Professionals can build and hone necessary skill sets to excel in their field. Students can learn and acquire inside industry skills to be competitive during the tough Wall Street interview process.

Do you help with job placement?
The Analyst Exchange offers mock interviews, resume critique and an interview prep course to help the student get prepared for the tough interview process.

Which training method is right for me?
It depends on your learning style and available schedule. We accommodate all types of students by offering a flexible one-on-one program, an intensive five-day in-house program, and an in-house evening two-week program. Our unique one-on-one program teaches effective financial modeling training at your own pace and in your own place. Our in-house training courses are a great way to learn financial modeling in a small group setting. With more than 50 training locations world-wide and courses held in sessions of five days or 10 evenings, we can accommodate every situation. Groups of no more than five maximize the experience.

What materials are provided?
All materials are included in the cost of enrollment. You will receive lecture materials, Power Point presentations and Excel models.

Is a certificate provided upon completion of the program?
Yes, you are provided with a Certificate in Financial Modeling upon successful completion of the program.

Is the program CFA and CPE certified?
Yes, our in-house training program counts for up to 34 CFA credits and up to 40 CPE credits.

Do you offer interview preparation and resume help?
Yes, we offer a full interview prep program as well as mock interviews and resume critique.

Do you offer customized training for banks and firms? Individuals?
Yes, we offer industry specific training that can be customized to fit the needs of the firm and their primary focus. We also offer customized training to individuals in need of specific industry training. Our head of Content Development Jon Serbin assists in writing the Harvard Case Studies can create a specialized program just for you.

Do you offer on campus training for universities?
Yes, we offer on-campus training at both undergraduate and graduate universities.

How does the group in-house training work? How often are they held? Where are the classes held?
Our in-house training courses are a great way to learn financial modeling in a small group setting. With more than 50 training locations world-wide and courses held in sessions of five days or 10 evenings, we can accommodate every situation. Groups of no more than five maximize the experience. We offer two types of group in-house training programs: a five-day program and a two-week program. The five-day program is held from 10 a.m. to 5 p.m. Monday - Friday. The two-week program is held in the evenings from 6 p.m. to 9:30 p.m. Monday - Friday.

Are there any prerequisites to take this course?
There are no prerequisites to take our one-on-one program. If you are taking the group in-house training program, we require that students have the skills from our Basic Accounting course.

I have a very busy schedule. How can I take this program?
Our one-on-one program was created for the busy working professional. The flexible schedule and unlimited training allows the individual to train as much or as little as they like per week. This program also allows for individuals to pause their training to account for vacations, new projects, or increased work load at the office.

Will this program help me get into IB/PE?
Our program is extremely helpful to students who are trying to enter the field of IB/PE. Our program provides valuable skill sets and inside perspective to the job requirements of a banker/analyst. Also, our program is taught from the “on the job” perspective. The student acts as the banker/analyst during the program and the instructor acts as the client or CEO of a company. Students are required to create the model as well as translate that information into sound financial advice.

Am I too old to enter into IB/PE?
No, you are never too old to make a switch into IB/PE. There are many roles within a PE and IB firm in which experience is a huge benefit.

How complex is the material? I am a recent MBA and want to make sure I am not covering the same material that I did in school?
Our program teaches the practical application of theories and concepts. Some MBA programs cover the theories from an academic perspective, not the practical application of the concepts. Our program teaches the concepts and theory as well as how you apply these in your model as a professional on the job.

What are the chronological steps to becoming a financial analyst? I currently have a BA in Finance and I am now going to work on my MBA. Is there a program that will get me in the door as an analyst with no relevant experience?
There are several steps to becoming a financial analyst. A business degree is the relevant first step. Furthering that with the MBA is an excellent addition to your resume. Relevant work experience is essential, but those who don't have that experience use our program to build the skill sets to help further a transition into investment banking or private equity. There are a lot of MBAs out there…our students recognize the need to set themselves apart.

Do you offer group rates?
Yes, group rates are determined by the size of the group and the topics requested. Please contact a sales representative to discuss in more detail.hedul