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Open Enrollment
The Analyst Exchange is designed for everyone, not just institutional clients. Whether you are a student trying to break into the investment banking or private equity industries, an entrepreneur, day trader or a corporate finance professional, a good financial, modeling, and presentation background is essential. The Analyst Exchange gives you the required skills needed to take the next career step.
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| Taught by Current Wall Street Professionals |
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- Learn the financial modeling methods preferred by bulge bracket banks like Goldman Sachs and Morgan Stanley
- Modeling techniques are updated frequently
- Get practical "hands on" experience that can be directly applied to the job
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- Material advances in difficulty, strengthening previous topics and concepts
- Simple examples illustrate complex subjects
- Case studies improve understanding through real world scenario/deal analysis
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| 45 to 120 minute sessions |
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- Shorter sessions allow time to process and understand material discussed
- Homework / practice examples between sessions strengthen material discussed in preparation for the next topic
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- Opportunities to work on actual AnEx Analytics deals and projects
- Apply newly learned skills to "real world deal" experiences
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- Earn 34 CE credits towards your CFA accreditation
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Our Core Plan offers financial modeling training in consolidated financial modeling, mergers & acquisitions or leveraged buyouts.
Read more about our Core Plan  |
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As an alternative to our Basic Plan, the Interview Prep Course is designed for those who need a quick review of the material in preparation for a job interview. This program consists of a Modeling Crash Course, Mock Interview and Resume Critique.
Read more about our Interview Prep |
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Our Case Study offers a real merger situation, where the student creates a valuation analysis and models out the merger using SEC documents. The Case Study is presented by the student and evaluated by our team of Wall Street professionals.
Read more about our Case Study |
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| Our students have received offers from many top investment banks, private equity firms and corporations. Some include: |
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