How to Get 6 Hours of Free Industry-Specific Financial Modeling Tutorials… Plus Bonuses

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Investment Banking Industry Specific InterviewsLet’s skip the preamble and get straight to the point: I am releasing a brand-new set of completely free financial modeling tutorials for you today.

The tutorials released in June last year were an “upgrade” over the previous set we had, and taught key modeling concepts based on a $16 billion M&A deal (United Technologies’ acquisition of Goodrich Corporation).

This set is all about industry-specific financial modeling: banks & financial institutions, oil & gas, and real estate and REITs.

If you have no interest in learning financial modeling or you already know all about accounting, valuation, and transaction modeling in these industries, you can ignore this announcement.

But if you’re… slightly interested in getting a crash course on these topics, you should read on and sign up below:

How to Sign Up in 2 Steps

First, enter your email address via the form below to receive these tutorials (if you’re reading this via email or RSS, click here to visit the site and sign up):

 

Next, if you have NOT signed up for any of the other newsletters or free tutorials here before you will receive an email that asks you to confirm your interest in the tutorials.

It will look something like the message below:

industry-specific-tutorials-email-confirm

Click the link to confirm, and then you’ll receive Tutorial #1 right afterward.

Note that you must confirm your email address or you will not receive any of these free tutorials.

If you HAVE already signed up for the newsletter here or other free tutorials, then you won’t receive a confirmation email, and instead you will just receive Tutorial #1 right away.

After you get this first free tutorial, you’ll receive the next several in the series a few days apart from each other.

What If You Don’t Receive Anything?

If you have waited 24 hours and not received anything:

  1. Please check your spam filter to make sure that the emails were not automatically sent there instead.
  2. If you really haven’t received anything after 24 hours, try signing up using a different email address.

What’s In It for You

You’ll get 6 hours of free financial modeling tutorials that cover the following topics:

Bank & Financial Institution Modeling:

  • Overview – Business Model, Accounting, and Valuation
  • How to Build a 3-Statement Model for a Commercial Bank (in 3 Parts)

Oil & Gas Modeling:

  • Overview - Business Model, Accounting, and Valuation
  • How the Standard DCF Analysis Translates Into a Net Asset Value (NAV) Model
  • How to Build a Net Asset Value (NAV) Model for Occidental Petroleum (in 2 Parts)

Real Estate & REIT Modeling:

  • Overview - Business Model, Accounting, and Valuation
  • How to Link Individual Properties and REITs and Project a REIT’s Income Statement

Some of these tutorials are more conceptual than others, but you will still get practice using company filings and equity research to get the information, especially with the oil & gas tutorials.

Beyond just “learning financial modeling,” the focus here is on the key topics that are likely to come up in interviews.

For example, if you went in to interview with a Financial Institutions Group at a bank, they would almost certainly ask you how a commercial bank’s business model works and how you would project its 3 financial statements differently from those of normal companies…

…which is why the Bank tutorials are all based on that.

Giving Away What Others Would Charge You $1,000+ For

Most other training companies would say it’s crazy to give away this much material for free.

Luckily for you, I enjoy doing crazy things.

Yes, I do hope you find these tutorials helpful and then sign up for the full modeling courses offered on BIWS – but even if you don’t, there is a ton of value in just the free material we give away.

Plus, I enjoy cannibalizing other peoples’ “business models.”

If you keep watching your inbox closely after you sign up, you’ll also receive additional bonus tutorials:

  • Quick Reference Guides for all 3 industries that lay out the content in the videos (and more) in textual form.
  • A Guide to IB, PE, and HF Case Studies – including real examples of case studies that readers have received in these interviews, how to approach them, and the case studies you’re most likely to receive for each industry.

And there may be more as well - but you’ll have to sign up below to gain access and see for yourself:

 

FAQ

Q: If I’ve already signed up for the actual modeling courses you offer, should I still sign up for these free tutorials?

A: If you want to learn about these specific industries, yes.

If you have no interest in these industries and/or you’re not going to work in one of these groups, this set of tutorials won’t be as helpful.

So if that’s the case, sign up for the other set of free tutorials we released on non-industry-specific concepts several months ago.

Q: What if I’ve already signed up for one or more of your industry-specific modeling courses?

A: You could still sign up for these tutorials if you want, though everything here is covered in the full courses.

The advantage is that these models are slightly different and might be better for time-pressured case studies, since they’re simplified over the more detailed examples included in the courses.

Q: What’s next? Will you have even more free tutorials? What about industry XYZ?

A: The free sequences we have already cover many of the key concepts for “normal” companies – and now for the industries that are the most different.

So no, there probably won’t be additional sets of structured tutorials like this in the future – we already give away more than many other companies would charge thousands of dollars for in multi-day classes.

But that doesn’t rule out… OK, I’m going to stop there and not say anything more.

Q: But seriously, what about mining… I’m Canadian or Australian…

A: I’m aware that this is probably the most commonly requested industry topic. Two small problems, though:

  1. I’ve never been able to find any good materials on the sector (and no, believe it or not I don’t know everything, so I would need to learn some of it myself first).
  2. It’s similar to oil & gas and there would be quite a bit of overlap.

If you have already signed up for the oil & gas modeling course, feel free to contact us and I can send over a few documents that have good examples of mining valuation and explain how it’s different.

And if you’ve come across some sort of amazing resource on financial modeling for mining – training materials used by real banks or actual models used at real banks would be best – feel free to send it over and it would speed up this possible future addition.

What Next?

Make sure you sign up to receive this set of free tutorials right away:

 

And watch your inbox closely over the next few months, as you receive all these free tutorials, the bonuses, plus a whole lot more.

About the Author

is the Founder of Mergers & Inquisitions and Breaking Into Wall Street. In his spare time, he enjoys learning obscure Excel functions, editing resumes, obsessing over TV shows, and traveling so much that he's forced to add additional pages to his passport on a regular basis.

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20 Comments to “How to Get 6 Hours of Free Industry-Specific Financial Modeling Tutorials… Plus Bonuses”

Comments

  1. A reader says

    Hey Brian.

    A bit off-topic: I’m in the middle of interviews for trading, and have a pin stripe suit that I’m dying to wear, but I”m told that gents should only wear dark, navy blue suits. What do you think?

    • M&I - Nicole says

      Pin strip suit may make you stand out but may not be acceptable to all interviewers. Slightly risky. Since most interviewers at banks are relatively conservative, I’d go with a more conservative suit.

  2. says

    Hello M&!,

    Firstly, I’ve been a huge fan for a year now I believe and I guess I’ve read most of the articles on the site. It has been a great influence in luring me to get more interested in IB.

    I could really use some career advice though. I believe you might have some insight on this.
    I graduated an Eastern European university BA in Politics in two years! But with an average GPA (mistake no 1); I did sales internships in the US after both years of college (mistake no 2) and I went to BIG4 Audit in my home country after graduation.
    I’m interested in finance and especially IB because I see them as the greatest salesmen of all (I guess one must be a very good negotiatior to get billion $ deals done) and I would very much like to work in London.
    But how to get in?

    So far I have these ideas:
    1. Start networking and try to get a summer internship (if I don’t get one, I’ll move to London anyway and continue networking there in the summer)
    2. Try to get into a masters program in the UK. (I’m hoping I can network my way there because the GPA is hurting my chances)
    3. Start over, meaning I’ll go to a top 50 university in the UK for a bachelor’s (I was accepted to Glasgow but opted not to go 2.5 years ago – mistake no 3)

    PS: How important are sales skills for people trying to get into IB? Will the recruiters like it? I see IB more of a sales job than a finance job in the end, maybe I’m wrong

    Thanks in advance

    • M&I - Nicole says

      1 and 2 (if you can get into a target school) are better options

      Sales skills are important though recruiters want to see candidates with experience/passion in finance

    • says

      I would agree with Nicole, #1 and #2 are the best options… in fact, #2 is probably your only option with a low GPA and if you’re already working full-time.

      Sales skills are nice to have, but not that important at the entry-level in IB; they would matter more in other fields.

  3. Zay says

    The REIT modeling
    REIT metrics/comps/intrinsic – is this relevant for Investment partnership accounting (Hedge funds/PE)?

    • says

      Not really – the focus in the course and the tutorials is more on how individual properties “roll up” to a REIT and how to project a REIT’s statements. I think it’s quite a bit different from investment partnership accounting.

  4. Fernanda says

    Hi Brian,
    I tried to get the tutorials by clicking on the links you provided in the email, but it didn’t work (the same happened with the previous tutorial, linked here in the article). I tried subscribing again, but I’m not sure if that works out…
    Is there any other way for me (or anyone else with the same issue) to obtain both tutorials? I want to prepare for IB internships, and this would be of great help.
    Thanks so much and congrats on the site!

    • Fernanda says

      Hi guys, just to let you know that I just received an email with step #1 of Merger Model Tutorial (the United Technologies-Goodrich case). Seems like subscribing again helped out here!

      • says

        Thanks for letting us know and glad you were able to receive them – can you try signing up for the industry-specific tutorials with a different email address? Sometimes that fixes things.

  5. James says

    This site is amazing. I love the work you do on here Brian. It’s been extremely helpful to learn about the IB industry. It’s truly amazing that this page alone doesn’t have hundreds of comments!

    Thanks for your service Brian!

  6. Gary says

    This may sound overly harsh, but….get ride of “M&I – Nicole”. Her advice is bringing the site down. It’s often vapid and unhelpful. I get the tell ‘em how it is, stupid questions stupid answers and that sometime people just want ask questions to get things off their chest and hence, a non-answer is fine. But that’s not always the case. Quality over quantity.

    Gary

    • says

      Thanks for your feedback. I agree that some of the answers could be better.

      I will not “get rid of” her (or anyone else who helps with support here) because I cannot afford to spend 10-15 hours per week of my own time answering comments on the site.

      We try to be as helpful as possible here, within reason… if someone asks a question that requires a 2-3 page response, it’s beyond our ability to answer for free, which is why we offer courses and coaching services with more comprehensive support included.

      I do agree that there’s a delicate balance required between being helpful for free and asking people to pay for something, and some improvement in that area is needed. But many of the questions/comments in the past 1-2 years have been beyond the scope of what anyone could assist with for free.

  7. Matt says

    Brian,

    Big fan of the website. I go to a non-core school that is located next to a target school that is having tons of information sessions next month. I’m planning on going, but I have a few questions. What do you think the most effective method of networking with bankers who know your sneaking in? Can you possibly get an interview through these sessions even if you were notified that your weren’t getting an interview beforehand?

    Thanks!

    • says

      If they already know that you’re sneaking in, just be upfront and say that you’re actually from [School X], but you’re so interested in and excited about their firm that you came all the way here to meet with them, and take it from there. Some people won’t appreciate that, but if they disapprove they’re not likely to help you anyway.

      Yes, it’s possible to get an interview like this but not terribly likely… worth a shot if it doesn’t take long to get there though.

    • says

      I’m not sure what you mean – did you not receive the series of emails over 4-5 days with links to the free tutorials?

      There are about 6 hours of free footage. There is an option to sign up for the full courses as well, but there are also 4 free tutorials for each of the areas above, for a total of 12 free tutorials.

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