6 New Financial Modeling Tutorials For You

Let’s skip the clever introduction and get straight to the point: to get 2 new, 3-part financial modeling tutorials, just enter your email address below:

  • Tutorial 1: Merger Model (3-part tutorial)
  • Tutorial 2: Revenue Model for Yahoo! (3-part tutorial)

Tutorial 1 is better if you’re new to finance or want to learn the fundamentals from the ground up.

Tutorial 2 is better if you’re more advanced and want to see how you can use SEC filings, investor presentations, and equity research to build a model as you would at a bank.

Or hey, you can go through both if you really like hearing my voice.

Why Now?

Because I’m such a nice guy, right?

That might be true, but the actual reason is different: starting on April 30, 2010, at 5 PM Eastern Time, the structure of the Breaking Into Wall Street financial modeling program is changing and the price is going up.

We’ve added a ridiculous amount of new content over the past year (Jerry actually makes fun of me for how much time I spend making videos), and these new tutorials are designed to teach you more advanced concepts and show you how the program has changed.

When we started out a year ago – the site launched on April 20, 2009 – hundreds of you signed up right away and we received great feedback on everything in the program.

And look, it even managed to generate controversy on a message board and resulted in pretty much everyone responding with “This is awesome!”

And Then…

So the next logical step was to spend a year completely revamping everything in the course, making it even better, and adding tons of new content along the way.

Here’s what’s new:

  • The “Fundamentals” portion of the course is now based on a case study of Apple and Research in Motion, and the models are more complex, better-formatted, and have practice exercises and Excel tips built-in.
  • 33 Excel tutorial lessons covering everything from basic navigation to pivot tables and macros.
  • 35-hour long case study on Microsoft’s proposed acquisition of Yahoo in 2008 – Advanced Operating Model, Valuation, Merger Model, and LBO Model, all based on real SEC filings and equity research from Morgan Stanley, Credit Suisse, and other banks.

In total, there are now 244 videos – 63 hours of footage.

And the best part: if you signed up anytime between last year and now, you got everything for free.

But Not For Long

But as we added more and more content to the site, I kept getting 2 comments from customers:

  1. Do I need to learn all of this? There are so many videos here!
  2. When are you raising the price? This is worth way more than what you’re currently charging.

So I decided to split everything into separate modules – starting on April 30, Excel, Financial Modeling Fundamentals, and Advanced Modeling will all be separate products.

The Bad News

The bad news, though, is that the combined price for everything is going up on April 30.

Right now the entire program is $247. On April 30, the combined price for all 3 modules will be going up to $391, moving closer to the $497 long-term price I’ve been mentioning for the past year.

The Good News

If you sign up before April 30, you not only get a discounted price but you also receive another bonus:

Free access to upcoming tutorials on PowerPoint and industry-specific modeling (Financial Institutions, Real Estate, and so on) set to arrive over the next year.

You can still get these upcoming tutorials if you don’t sign up right now… but they won’t be free.

What You Should Do Right Now

You’ve got 3 choices:

  1. Ignore this because you have no interest in financial modeling.
  2. Sign up for the course before April 30, 2010.
  3. Enter your email address below to get the free tutorials and learn more about the program:

I’ve barely mentioned anything about the financial modeling program since launching it last year – but massive changes are coming in less than 2 weeks, so I wanted to let you know in advance.

You’ll get 1 more reminder next week before the changes go into effect.

Even if you have no interest in any financial modeling training program, you should still sign up for the free tutorials because you’ll learn a lot about accounting, finance, and how you create real models at a bank.

You’ll get part 1 of both tutorials right away, followed by part 2 in 2 days (Wednesday), and then the conclusion on Friday.

See you inside!


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Comments

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20 Responses to “6 New Financial Modeling Tutorials For You”
  1. Mat:

    Brian,

    Those who signed-up last year for your program will still get the free updates as you mentioned last year…right?

    Thanks!

    • M&I:

      Yes, anyone who signed up between last year and April 30 this year gets these updates for free as well.

  2. B:

    Will the updated version of financial modeling cover everything from the ground up. So would this be helpful for someone who knows absolutely nothing about accounting, finance, and excel?

    • M&I:

      Yes, it still covers everything starting from the ground up and assuming you have no prior knowledge of finance.

  3. Campbell:

    I’m going to be a freshman in college and am not 100% sure on investment banking. If I wait until it becomes relevant (junior year) the $497 price will be hurting the bank account. If I buy it now, I’m not sure if it will be useful at this point in time, but it will be cheaper and I’ll get updates on it? I know your trying to sell your product, but what should I do?

    • M&I:

      Honestly I wouldn’t sign up if you’re not even in college yet because you might change your mind on what you want to do by junior year.

  4. Anonymous:

    Brian, would you recommend your product for someone that is currently doing a banking role (e.g. capital markets) but is not getting much exposure on modelling? Would I be able to walk away with the necessary skills to complete interviews/excel tests in PE/other banking roles?

    • M&I:

      Yes, they are actually ideal for that scenario because you can just skip to the sections you need as opposed to going through everything (which is admittedly quite a lot).

  5. Hi M&I:

    Hi,
    Could we directly send an email to you regarding any query (like resume,cover letter review etc )if we buy your toolkits?

    Thanks

    • M&I:

      Resume and cover letter editing are not included with the products, primarily to keep the prices down. The going rate for finance resume and cover letter editing is $200-$300, so the price of the programs would go up by quite a bit if we included them.

      I can certainly refer you to other quality services, but actual editing is not included.

      If you have questions on content included in the course or on a specific situation you have, those would be included when you sign up.

  6. David:

    Will there be anything I would get for the $391 post-4/30 price that I will not receive if I were to buy pre-4/30? Going forward, will there be updates or anything else that I would get if I bought post-4/30 that I will not receive if I were to buy pre-4/30?

    Thanks,

    Dave

    • M&I:

      No.

      There will be updates / new additions after April 30, but they will not be free if you sign up after then. Whereas if you sign up before then, they will be free.

      There is one reason to wait, which I didn’t mention above: if you want ONLY Excel training or ONLY the Financial Modeling Fundamentals then signing up for one of those will be less than the existing total price.

      But if you want everything (Excel, Fundamentals, Advanced Modeling) then it’s a much better deal now.

      • Scott:

        The fundamentals and excel, what will that run for? And when should I purchase that to get the best deal?

        • M&I:

          Fundamentals will be $147 by itself, Excel will be $97 by itself. Together they will be $194 (discount of $50), so if you’re interested in only those 2 parts then you may also want to wait until after April 30.

        • Scott:

          What is included in the fundamentals? Will this be enough to speak intelligently through an interview?

        • M&I:

          It’s more than enough for interviews (both banking and PE).

  7. Ricardo Ferreira:

    To buy your package, and if not a US resident, the payment system requires one to choose a country – mine is portugal and then it forces me to choose a state in the US. This is redundant. Does this mean you only sell in the US? If that is the case, your payment system should remove the country selection option.

    regards

    • M&I:

      Ricardo,

      Actually, when you go to the page and change Country to Portugal the State field is no longer required. I just tried this and it worked correctly – if you select a country other than the US, the State field is optional.

      Half of our customers are international so we definitely sell outside the US.

      Let me know if you still have trouble signing up.

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