I was an off-cycle hire in the equity research department of a large bulge bracket bank and needed a high quality financial modeling training course that matched my bank's structured training program. Being a science undergrad with 1 year of management consulting experience, I needed to get up to speed on financial modeling asap. Luckily, Wall St. Training offers such courses in a public venue and they also train various banks' full-time training programs as well. Wall St. Training provided a structured training across the fundamentals of financial accounting and modeling and enabled me to design 3-statement models for companies outside of the example used in the training.

This was key for me as most training programs dumb down the training to the point where it's hard for beginners to design 3-statement models for real-life companies on the job. I significantly improved my Excel speed using WST shortcuts and the online support materials enabled me to revisit training materials and refresh my memory on specific concepts. WST had an unparalleled level of customer service post-training completion, and an active was interest shown by WST in enabling me to grow my modeling skills even after the course was finished. As a direct and immediate result of Wall St. Training, I was able to build a company initiation model from scratch and my coverage initiation was a great success!

Name Withheld
Analyst, Equity Research
Large Investment Bank

I thought the trainings were great. Because of various internships and stuff at school, I've had a chance to do the Analyst Exchange, DealMaven, Wall Street Prep, PE 101, and Mergers and Inquisitions trainings. This was my first time (other than Youtube) that I had a chance to see your trainings and I thought they were awesome. I liked that it wasn't too basic, but actually got into some details of the models. I learned a lot.

Name Withheld
Analyst, Investment Banking
Large Investment Bank

The Excel training was very relevant to my role as an Associate. I am an MBA new hire and a lot was revealed about Excel of which I had no previous knowledge. The training will definitely impact my immediate job and ultimately my career as it will make me more efficient and therefore more productive. We covered a lot of material in a short space of time so the key is to practice, practice, practice. The instructor (Hamilton Lin) was extremely knowledgeable of Excel and Excel modeling. It was a bit scary how much he loved the Excel tricks. He's a machine. He moves, and speaks, very quickly though so the class had to slow him down a few times, but beyond that he knows his stuff. I would definitely recommend Wall St. Training!

Name Withheld
Associate, Investment Banking
Large Investment Bank

I just want to let you know that the training program was amazing. I have just finished about two weeks of work in FIG at BofA, and cannot stress how important the skills learned in training have been. I try to use the shortcuts as often as possible, but as crappy as my Belkin PS/2 mouse is, I have to use it once in a while."

Nachiketa Rao
Summer Analyst, Investment Banking
Banc of America Securities

My summer internship is done and I'm still alive! It was a great experience and I am now in a position to say thank you once again for the training program you provided. Wall St. Training was the single most important educational experience of my life. Your hands-on teaching style taught me the importance of efficiency through keyboard shortcuts and macros, which has increased my productivity fivefold and will forever remain a part of my work habits. You are without a doubt the best teacher of any subject I have ever had and I will be recommending you to everyone I meet interested in a career in investment banking.

Steve DeWald
Summer Analyst, Investment Banking
Banc of America Securities

As an Analyst promote, the Associate training was very useful and relevant to my daily work and job. The instructor was very knowledgeable and effective—the material presented was well organized and the training was very interactive and one of the most professional and effective training session I have taken!

Thomas Yu
Associate, Investment Banking
Deutsche Bank

Having been an extensive user of Excel for over 4 years, I thought I had all functions covered. Hamilton took our fundamental knowledge of Excel to the next level. He demonstrated techniques that increased overall functionality of our analyses, while also saving us time in implementation. Hamilton proved that for anything you can think of, it probably can be done.

Savan Devani
Associate, Investment Banking
Deutsche Bank

I really felt that Wall St. Training was world class and would recommend it to anyone starting a new career on Wall Street. In particular, the strength of the program is that it concentrates on how analytical work is actually conducted in real life rather than the academic approach of some other competitors. In addition, the instructor possessed incredible knowledge of advanced Microsoft Excel features and shortcuts. All in all, Wall St. Training presented its program in an extremely professional and engaging manner.

Joseph Chung
Associate, Investment Banking
Deutsche Bank

I learned a great deal of useful on-the-job skills. The accounting, corporate finance, modeling, and Excel that Wall St. Training teaches you will help you in your everyday tasks in any field of finance. The training I received from WST will forever put me at an advantage in my job search as a student. Having received training as a sophomore, I will have a better grasp of my technical skills come summer recruiting season as a junior. Therefore, I will be able to interview and speak more intelligently about my summer experience. Not to mention, the productivity increase of the Excel shortcuts and macros will make your life as a junior banker a lot easier.

The great thing about Hamilton is that he keeps his class very engaged. This is one class you won't be able to sleep in and he also never moves ahead until he is sure that everyone understands the concept at hand. Hamilton truly cares that you learn the material. In addition, he rarely doesn't know the answer to a question and my advice to you is believe him when he says he never loses a bet, so don't try it (from personal experience).

Matthew Tsui
Summer Analyst
Needham & Company

Wall St. Training's financial modeling program provided a comprehensive overview of investment banking essentials including discounted cash flows, trading comps, transaction comps and leveraged buyout valuation. The program comprised a balanced blend of theory, practical application, interactive media and printed materials. I would strongly recommend Wall St. Training for any individual entering corporate finance, equity research, commercial and/or investment banking.

Ramy Ibrahim
Associate, Investment Banking
CIBC World Markets

As an analyst promote, I was a little skeptical heading into the financial modeling and investment banking training for associates. But Wall St. Training quickly changed my view as the instructor taught valuable timesaving shortcuts, Excel keystroke efficiency, and financial modeling concepts to fortify my base of knowledge. The instructor was entertaining as he moved at a good pace through the material, which helped all participants, irrespective of background, gain from the course. I would absolutely recommend Wall St. Training for training classes in the future!

Thomas Houdek
Associate, Investment Banking
CIBC World Markets

Wall St. Training has been a valuable tool in fusing business school concepts into a clear, complete and logical financial picture. Hamilton Lin runs his course in a faced-paced, aggressive style well-suited for the banking industry. Hamilton's repetition of financial concepts and "keyboard-only" Excel modeling drives this effective training program. For those ESPN viewers, Hamilton is the "Excel Schwab" and I challenge any of you to stump him.

Jeffrey Wong
Analyst, Investment Banking
Grail Partners, LLC

As a Senior Analyst at a boutique investment bank with no formal training curriculum, I found Wall St. Training's instructional teaching to be very valuable. In a learn-as-you-go environment commonly seen in smaller boutiques, WST's modeling course showed me the best practice techniques in modeling, thus saving time and making me a more sophisticated financial modeler. I will have more confidence in my modeling assingments, including awareness of the best techniques to model efficiently. On a scale of 1 to 5, the advanced modeling course is certainly a 5.

Hamilton challenges the classroom not only how to model efficiently, but to think conceptually on how to construct a model that is error-free, dynamic and realistic from the very onset! I viewed the teaching style to be very effective because it is highly practical and consistent with banking practices on the Street. Hence, it is more related to my job and is certainly more application-based than conventional classes. I have taken other on-line courses and felt that the classroom setting with Hamilton made a real difference. He was very interactive with his students and addressed all their questions regarding modeling. I think smaller boutiques would find its structured training programs to be the most valuable training option for analysts/associates.

Nicholas Chong
Senior Analyst, Investment Banking
Glocap Advisors

For any student fervently trying to enter the World of Investment Banking, it is clear that there is a certain skill set that is required of the incumbents. My personal goal has been to build those skills as much as possible beforehand. I think my participation in Wall St. Training demonstrated my passion for the industry. I am extremely more efficient with Excel now which will hopefully help me to be a better Analyst. Hamilton Lin, through his extensive experience on the Street, technical knowledge of Excel, and vigor for teaching students, goes through every lesson step-by-step ensuring you understand everything fully.

Carl Majette
Summer Analyst, Investment Banking
Merrill Lynch

Hamilton's Valuation and Financial Modeling classes gave me the tools I needed to become an Equity Research Analyst. If you want to get ahead, Wall St. Training will get you there.

Name Withheld
Analyst, Equity Research
Large Investment Bank

Hamilton's training gave me the preparation I needed to get my current private equity position and to succeed as an Analyst. His Wall St. Training program will help you build a foundation of financial skills.

Name Withheld
Analyst, Private Equity
Large Investment Bank

I found Hamilton's course to be extremely relevant to my work in financial services. It was totally practical and non-theoretical, and I was impressed by how much he was able to pack into such a short time frame. I would definitely recommend Hamilton to anyone who wants to gain a better understanding of Wall Street and/or kick start his or her Excel modeling skills. His class definitely helped me to become a better financial analyst.

Eric Stern
Analyst, Investment Banking
Large Investment Bank

I highly recommend this class for anyone that is considering going the analyst route. It is an easy and informative way to learn about the daily routine of being a first year analyst.

Adam Kotkin

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Hamilton is well-qualified and very knowledgeable on the subject of pre- and post-merger valuations, especially given the effects of dilution of outstanding stock options. I would highly recommend Wall St. Training for any merger modeling, especially those involving complex issues.

Michael Petridis, NBA, CMAA
Ourania, LLC

I completed the basic modeling—it totally demystified the whole process for me. Looking fwd to doing more modules! Excellent program in every respect. Also, I'm not 100% 'mouse free' yet, but well on my way! Thanks!

Virginia A. Donner
Plainfield Asset Management

By having Wall St Training on my resume, I have 'wow-ed' potential employers and interviewers. In particular, I was selected to be a part of the 2009 NYSSA Investment Research Challenge, and since WST is a frequent instructer at NYSSA, the selection committee kept on asking me about what I learned in my WST courses. I definitely blew them away!

Sonali Chandra
Rutgers University

I was talking to someone after a meeting and he heard from one of the attendees that I am skilled in financial modeling; then after a long discussion he said to me "How have you learned all these skills in advanced corporate financial modeling and valuation and which college have you studied? You have advanced skills and knowledge in financial modeling and I want to know how you learned them and where."

Then I explained to him my work life experience in finance and the hard time in financial analysis and modeling I had until I got WST's training and passed your certifications and how I become a star and many employers call me to work for them. So when I talked about WST and he heard your name, he said "I heard of WST in HK and I am interested in talking to them to improve and develop our training program. Our current training lacks someone like WST—an expert instructor in financial modeling with a deep knowledge in finance to improve our content.

Hani Bawashka
ARC School of Finance

Funny story I forgot to tell you—I have been working on my masters and I had to take a finance course, my final exam was last night and when I was studying I needed a little extra help with CAPM... So, I went on YouTube and searched for CAPM and guess who popped up... WST!! So you guys helped me with my CAPM and let me tell you, it was really helpful, 2 thumbs up! Thanks!

Lindsay M. Calautti
Recruitment Manager
TD Securities (USA)

Two things have helped me move out of a senior sales position into an investment analyst job: my CFA Charter studies and the slew of financial modeling classes I've taken at Wall St Training. Both lent great credibility to my move, but the real benefit of WST's classes were immediately evident on the job as I was able to develop complex proprietary models from scratch whilst referring to their models and notes. The payoff was instantaneous and WST has made me look very good in front of my boss!

James Vanreusel
Grassroots Capital

I have been using Wall St. Training's macros for over a year and I think they are amazing. My productivity has increased exponentially due to your training. I would recommend your class to any investment banking analysts/associates who are serious about excelling in this industry. Thanks!

Dimitri Cohen
Investment Banking
Wells Fargo Securities

I definitely recommend Wall St. Training for anyone looking to get ahead in the financial world. After a week of training, I already knew more about modeling and keyboard shortcuts in Excel than analysts that were on the desk for a full year. I've been able to save time with the macros provided and turn in quality work. Overall, Hamilton's classes are fast-paced, which prepares you for investment banking, but he also has a great sense of humor and makes the learning enjoyable. His experience is evident and he tells you exactly what you need to know in order to be successful and get ahead in this competitive industry. I learned more about Excel in one week than I did in four years of college.

David Shujman
Analyst, Capital Markets
CIT

Hamilton Lin came in from Wall St. Training and conducted an intense session over the course of several days for our Analysts. Some in the group were brand new, and others had been with the firm for a few months. Feedback from all trainees was very positive. The initial review of accounting theory was an excellent primer for the hands-on, intensive Excel analytical work that ensued. I had the sense from the Trainees that Hamilton kept the small group on its collective toes, firing questions and looking for the Trainees to validate their learning in real-time.

The Trainees took away very practical skills in the use of Excel and in proper financial modeling techniques, which is useful training that even the most "book-smart" new hire needs. The foundation laid for the Trainees in the Wall St. Training session is one of fundamental concepts complemented with practical application, and we are confident that this will help our Analysts acclimate themselves to the fast-paced environment in the firm. The fact that Hamilton has been receptive and responsive to follow-up questions from Analysts ("How do you do this in Excel...?") is a plus. I would definitely recommend Wall St. Training to others.

Jack Rabun
Vice President and Training Coordinator
Grail Partners, LLC

Wall St. Training provided instruction adapted to our specific needs that combined relevant theory and practice. Our instructor was able to keep the entire class engaged by expecting and obtaining participation and contribution from everyone. We chose Wall St. Training based upon experience, relevance, and adaptability to meeting our specific goals—our expectations were exceeded on all accounts.

Joseph Puthenveetil
Analyst, Training Selection Team
Grail Partners, LLC

Wall St. Training's investment banking training was very comprehensive for me, not only in the number of topics it covered, but also in the way the course was delivered. Hamilton made sure that each key point is well understood by the students and each technique learnt is utilized accordingly. The instructions were always clear and succinct, not to mention the excellent course material, especially the meticulously-prepared training models.

I build models nearly on a daily basis and the training showed me techniques to improve my efficiency in modeling, such as the great shortcuts (both the reference sheets and the Excel Add-Ins) and the most effective functions for each purpose, which I now use on a daily basis to improve the quality of my work. Wall St. Training is definitely one of the best and most importantly, relevant training groups I have dealt with and Hamilton Lin can be called a guru of Excel modeling. I would highly recommend them to everyone in the finance industry.

Joshua Fu
Senior Credit Analyst
TD Securities

The ability to use Excel in an efficient manner is a big advantage in an industry that depends on the timeliness and accuracy of information. The time saving techniques I learned from Hamilton's Advanced Excel for Data Analysis course have enabled me to complete routine tasks more quickly. Moreover, by reducing the amount of manual labor involved, the potential for errors has also been diminished.

Name Withheld
Equity Research
Large Equity Research Firm

I would highly recommend Wall St. Training to anyone who wants to understand the workflow and responsibilities of an analyst - by understanding the workflow and needs of the financial analyst, FactSet is in a much better position to create applications, reports, and charts that make company and industry analysis easier for the analyst. Wall St. Training was very effective and knowledgeable. Hamilton's strong understanding of finance and his experience as a banker gave us keen insight into the common tasks and pitfalls that an analyst must overcome. His teaching style also conveyed the importance of defending your numbers and how meticulous an analyst must be when crafting their models. Thank you!!

Eric Weitzman
Vice President and Senior Product Manager
FactSet Research Systems

I was very impressed with Wall St. Training. It had been difficult to find an advanced, hands-on financial modeling class that walked you through the steps of building a bottoms-up financial model. I had taken a class with another institution, but the instruction was not hands-on enough. As an MBA with strong Excel and financial statement analysis skills, Hamilton was able to tailor the instruction to meet my goal of building detailed financial models quickly and accurately for my work as an equity research analyst.

Valisha Graves
Senior Research Analyst

Wall St. Training's Advanced Financial Modeling class was exactly what we were looking for. Hamilton had complete command of everything he was teaching which covered everything from Finance to Accounting and Excel. I would recommend Wall St. Training to anyone who would like to develop a deeper set of finance skills that will clearly set you ahead of the pack. Understanding where all the numbers on a company come from and how they inter-relate are the key to building a valid and detailed model and training with Hamilton will provide you with that skill set.

Sapan Vyas, CFA
Kimelman & Baird, LLC

Hamilton is very knowledgeable in the business and accomplished a lot of tasks within a short period of time. He encouraged students to ask questions and answer questions. Good usage of practical application and real-life examples ... Excel training was great and being able to see a final product was helpful to cement the training.

Name Withheld

I had no experience with Finance (Econ major) and absolutely no experience with Excel. Now I feel I dominate what we learned and it is 99% thanks to Hamilton Lin. I appreciate everything very very much.

Name Withheld

I learned an incredible amount about using Excel and analyzing 10K's, 10Q's, trading comp and deal comps. We were able to get through lots of material and always stayed busy. It was a great experience and I learned an incredible amount!

Name Withheld
Feedback from Bulge Bracket Investment Banking Training

Hamilton's Financial Modeling class greatly supplemented the Indiana Kelley Business School MBA program—you won't find this type of hands-on training at any educational institution and I would highly recommend it to those looking to get ahead on Wall Street.

Patrick White
MBA Student
Indiana University Kelly School of Business

I really enjoyed the training. The instructor was strict, so you had to do it right the first time which enforced the accelerated learning curve. It was intense with a lot of information, I am glad that we had a few days in between to retain the information. It is helpful to be knowledgeable in excel before the beginning of the class because it makes the first day easier. I have already begun to implement what I have learned in the class to my internship and my finance-based class work. I would definitely recommend the program.

The Wall St Training program was intense. A lot of information was dispersed in a short amount of time. There was some type of pressure on getting things done right and fast. All this created an environment which felt as if we were being trained at a Wall Street firm. It was great! Hamilton's comments were ever insightful and clear. He had a clear grasp on his profession and the skills that he brought to the class. I would definitely suggest for those accepted into future WST programs, to have completed Excel courses and have a strong working knowledge of accounting. It would very much increase how much the student would get out of it. Maybe IBC could help offer that training. If the classes could be taught over a longer period of that time, that would also help. But overall it was a privilege and pleasure being part of the program.

I would like to thank you one more time for providing us with this exciting opportunity. Special thanks to Mohamed Wann for bringing Wall St. Training to Baruch and to Hamilton Lin for becoming a role model for us. Overall the training was intense and a bit challenging. It made me realize what my gray areas are and encouraged me to brush up my knowledge on certain topics. I would highly recommend it for those interested in a career in Investment Banking. As per the suggestions, I would recommend to encourage students to study excel more in-depth on their own before and in-between the training sessions.

Thank you for giving me the opportunity to participate in the Wall St. Training program. I have learned a lot about financial modeling and company valuation during the training. From my personal experience, it is a very successful and well-planned training program. I hope it will continue and more students from Baruch will benefit from it.

Overall, I liked the experience. If I could do it over again, I would. Hamilton is a good instructor and I learned a lot from him. I am very comfortable with Excel after this. I will make every attempt to know the financial modeling training like the back of my hand.

Various Students
Feedback from Baruch College Investment Banking Club Training

I took Hamilton's class to gain a broader perspective on Valuation. His command of that subject and his intuitive understanding of the intricacies of Wall Street was obvious. He did a great job in balancing teaching the finer points of the subject while keeping it relevant to each member of the class.

Damian DeSola
Senior Vice President
DeSola Group, Inc.

Hamilton, thanks for your Financial Modeling training class. It was extremely informative and it's obvious you have extensive knowledge andd tools for forecasting/modeling. You're an excellent teacher and speaker. I would highly recommend you for anyone seeking training services on Wall Street.

Ted Weis, CFA
Attorney at Law
Serling Rooks & Ferrara, LLP

I was impressed with Hamilton's practical, hands-on knowledge of corporate finance and financial markets. His ability to explain complex concepts in simple and understandable terms is a quality I see very rarely. Wall St. Training would be invaluable to anyone who chooses to pursue a career on Wall Street.

Name Withheld
Vice President
Large Private Equity Firm

As an executive at a small business, I needed to learn more about the finance side of the corporate world. Mr. Lin's training programs were very helpful in allowing me to become a better executive.

Richard Mallah
Vice President of Technology
Synamed

Hamilton Lin did an extraordinary job demystifying the seemingly dizzying world of mergers & acquisitions and crystallized it into simple and understandable concepts. His extensive knowledge and experience was evident in his ability to break down the mainstream valuation methods and techniques used in the industry. The course not only exceeded my expectations but is a 'must' for anyone considering a career in investment banking.

Dorn Redd
Structured Products
Deutsche Bank

I work in equity research and wanted to get a better understanding of the business. Hamilton Lin gave us a solid explanation of how companies are valued by M&A bankers and walked us through the process using materials from actual deals. He demonstrated great adeptness of the inner workings of the valuation model as well as all of the calculations that back up every valuation multiple in the model. I would highly recommend him to those interested in learning more about the business.

Linda P. Chiao-Kwan
Equity Research
Banc of America Securities

I thought the instructor was very effective and knowledgeable. Besides the excellent teaching method, it was good to see the instructor remain energetic and humorous throughout the class. I would definitely recommend the course, especially to anyone who is in the industry or would like to learn more about the industry."

Bohee Rhee
Analyst
Competitrack

Although the chilled & foggy weather made my commute a bit harrowing, ARC School of Finance's "Corporate Valuation and Financial Modeling" programme was worth the trip and every penny. After the three day course, I went back to work with renewed vigour and greater sense of confidence. Tapan, Manoj, Himanshu [the instructors] stepped into the trenches with us and shared their wealth of knowledge as well as, some amusing personal experiences. The class seemed less like a lecture and more of a personal 'hands-on' environment. I would recommend ARC to both seasoned veterans, hoping to build on their existing knowledge, and valuation neophytes just getting into the industry. ARC has all the tools and resources available for those who want to succeed in the Investment banking business.

Rajendra Narayan Bhatta
Research Analyst
Leading Brokerage House

Learning becomes the most interesting when you can actually relate it to what is happening around you in the real life. This is exactly where ARC School of Finance scores very high. Discovering and exploring the practical aspect of the theoretical concepts that we may have studied at some point or another, makes the course a high-quality experience. The welcoming and considerate faculty makes it all the more easier for students to understand and apply a concept. All in all, the 'Research and Valuation' course at ARC – WST has taught me about the intricacies of the financial world and makes me feel one step ahead of me peers.

Saloni Jain
College of Business Studies

The focus on giving practical exposure to various valuation techniques through live case studies and help & support even after completion of program sets them apart from others in this field. All in all value for money invested.

Manish Gupta
EXL Services

Wall-street training is a great stepping stone towards a career in corporate finance. The course layout is well designed to cater professionals pursuing careers in investment banking, equity research, corporate development, transaction advisory services and other avenues of the financial world. Aside from the financial knowledge gained, instructors do a great job in advancing the students' Excel skills. I highly recommend taking this course.

Kaz Khoja
M&A Professional

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