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Your career goal is to break into wall street and you’re planning on taking the Breaking into Wall Street course. Congratulations! You’ve made a fantastic decision.
This is the first step toward bettering yourself in the financial realm and preparing for successful interviews and great job opportunities. As usual, I’m here to help with an in-depth Breaking into Wall Street review (BIWS review).
I know you’re eager to find out why you would need a financial training program such as Breaking into Wall Street, why BIWS is better than others, or why you should prefer it over other Wall Street training programs.
Let’s break all this down together in this detailed Breaking into Wall Street review where I’m going to answer all your questions.
Breaking Into Wall Street Review - All about Breaking Into Wall Street
The brain behind Breaking into Wall Street is Brian deChesare. Brian had vast experience working in technology as well as starting Internet-based businesses. Not to mention how successful he was in the investment banking world. As a result, he used his knowledge and expertise to create Mergers & Inquisitions back in 2007.
In the years that followed, given his success, Brian has been invited as a featured speaker on finance and business at leading universities and business schools all over the world. But undoubtedly his biggest achievement is Breaking into Wall Street.
The BIWS financial training program is now used in over 75 countries, more than 150 schools and universities, and over 150 finance firms and corporations.
It is one of the most renowned financial training programs in the world, and you have the possibility to enrol for it and take advantage of everything it has to offer. Which brings us to this.
Why BIWS Is Better than Others?
- First, the BIWS programs offer more value at a lower price.
- Second, their course quality is higher.
- Third, they have excellent community and one-on-one support.
- Fourth, they conduct live case study analysis.
- Fifth, they offer lifetime access to the site, free upgrades, new content as they add it and expert support.
- Sixth, you get BIWS certification which is highly valued among the financial community.
- Seventh, fully downloadable material to almost any device, including iPads, iPhones, iPods and all desktops, laptops, tablets and smartphones.
- Eighth, vibrant BIWS student community (48,569+) accelerates learning, read Testimonials.
- Ninth, 90-Days Money-Back Guarantee.
- Tenth, Test Drive BIWS for FREE.
- And, Easy Payment options: Credit Card and PayPal.
Programs Offered by BIWS
If your goal is a successful financial career or making it on Wall Street in the easiest way possible, the Breaking into Wall Street financial program offers online courses in investment banking, financial modeling, and industry-specific modeling.
I know you read my articles for advice and help on how to shape your career, but this time I have a little more for you. FinanceWalk is a BIWS partner.
Follow any of the links posted here and you will get a free $397 Prime Membership bonus when you buy any program of the BIWS course.
Breaking into Wall Street Review - List of Courses
1. Investment Banking Networking Toolkit
Looking to break into investment banking? The Investment Banking Networking Toolkit is here to help you develop the core networking skills needed to land finance internships and investment banking interviews. This comprehensive course trains students and professionals in essential techniques like cold emails, cold calls, informational interviews, weekend trips, and information sessions.
You’ll gain access to action plans, firm databases, and an extensive collection of email templates, call scripts, and example timelines to cover all your networking needs. By the end of the course, you’ll be able to confidently reach out to bankers, build lasting relationships, and convert those relationships into real interview opportunities.
Whether you’re an undergraduate, MBA student, or career changer, this Toolkit is designed for you!
2. Investment Banking Interview Guide
Looking to land your dream investment banking job? The Investment Banking Interview Guide is your go-to resource! Whether you’re an undergraduate, MBA student, intern, or new hire, this guide equips you with everything you need to ace your interviews.
From polished resume walkthroughs to tackling tricky fit and behavioral questions, it covers it all. Get confident discussing deals and markets and master technical questions on accounting, valuation, and M&A/LBO models. With templates, tutorials, and hundreds of quiz questions to test yourself, you’ll be interview-ready in no time. Plus, the Quick Start Guide ensures you can prep efficiently and effectively.
Your path to securing that investment banking offer starts here!
3. Excel & VBA for Investment Banking
If you’re looking to master Excel for finance-related tasks, the Excel & VBA course is a great fit for both students and professionals. In this course, you’ll learn how to streamline your work using Excel shortcuts, improve your formatting skills, and become proficient in formulas, graphs, and data analysis. Plus, you’ll dive into task automation through VBA and macros—tools that can significantly speed up your work, especially when building financial models or handling data-heavy tasks like customer due diligence.
One of the highlights of the course is the inclusion of a custom Quick Access Toolbar (QAT) and a set of Excel macros designed to help you work more efficiently by automating frequent tasks.
By the time you finish the course, you’ll be navigating Excel without the need for a mouse, confidently formatting spreadsheets, and using essential financial and lookup functions. You’ll also gain valuable experience with graphs, pivot tables, Power Pivot, and even basic VBA for automation.
The course is perfect for undergraduates, MBA students, interns, and new hires—essentially anyone who is either new to Excel or looking to strengthen their fundamental skills. Whether you’re starting from scratch or need a refresher, this beginner-to-intermediate level course is designed to get you up to speed.
4. Excel & Financial Modeling
If you’ve been considering signing up for BIWS’ Excel & VBA or Core Financial Modeling courses, this bundle might be just what you need. It combines both courses and offers study plans for quick interview prep as well as more in-depth, long-term mastery. Plus, you’ll save $97 when you purchase the bundle.
Usually, it takes years to fully master everything included in this package—like Excel shortcuts, formulas, formatting, graphs, data analysis, VBA, macros, and even financial topics such as accounting, 3-statement modeling, valuation, DCF analysis, merger models, and leveraged buyout models.
But here’s the thing: learning the concepts isn’t the hardest part.
The real challenge comes when you need to apply these concepts to real-world scenarios—like analyzing financial statements, deal documents, or investor presentations.
For example, say you’re handed a 200-page annual report from a company. How do you know which parts are important for your model? What’s the most efficient way to gather and analyze the data, and what can you skip? And can you automate parts of this process with Excel shortcuts, VBA, or macros?
Once the model is done, what does it mean in the real world? Should you invest in this company, or steer clear? Should the company sell itself, make an acquisition, raise capital, or continue growing organically?
These are the kinds of questions you’ll tackle on the job, and they’re also common in interviews and case studies.
What sets this training apart is that it walks you through all of this, from A to Z, without wasting time on unnecessary theory.
In short, these skills can be the difference between landing a high-paying, front-office finance role with clear advancement potential or ending up in a less desirable back or middle-office position.
You’ll build these skills with over 10 real-life case studies involving companies like Walmart, Monster Beverage, and Netflix.
5. Core Financial Modeling
The Core Financial Modeling (CFM) course is designed to help students and early-career professionals develop the essential skills they need for interviews, internships, and entry-level roles in investment banking. Throughout the course, you’ll gain hands-on experience with key concepts such as accounting, financial statement analysis, 3-statement models, equity and enterprise value, valuation, discounted cash flow (DCF) analysis, mergers & acquisitions (M&A) models, leveraged buyout (LBO) models, and credit analysis.
By the end of the course, you’ll be able to confidently build a 3-statement model from scratch in Excel, value a company and create a DCF model, and complete M&A and LBO models using real-world data from company annual reports.
This course is ideal for undergraduates, MBA students, interns, and new professionals looking to strengthen their financial modeling skills.
6. Real Estate Modeling
Looking to master the art of real estate modeling? BIWS’ Real Estate Modeling course is designed to teach you everything you need to know about property acquisitions, renovations, and developments. Whether you’re prepping for a career in real estate private equity, development, lending, or brokerage, this course has you covered.
With 11 hands-on case studies, a comprehensive 200-page written guide, personalized study plans, and an end-of-course certification quiz, you’ll get the practical experience and knowledge to build robust Excel models for multifamily properties, office spaces, retail, industrial buildings, hotels, and even pre-sold condo units.
If you’re proficient in Excel and financial modeling and want to take your skills to the next level in real estate, or if you’re already in the industry and looking to refine your expertise, this course is tailor-made for you.
7. REIT Financial Modeling
The REIT Financial Modeling course is designed for anyone looking to master the analysis and valuation of Real Estate Investment Trusts (REITs). Whether you’re a student or a professional, this course will teach you how to handle REIT-specific M&A deals and leveraged buyouts. It’s a perfect fit if you’re preparing for roles in real estate investment banking or buy-side positions related to REITs.
Throughout the course, you’ll get hands-on experience with six practice case studies, access to a detailed 150-page guide, structured study plans, and even a certification quiz to test your knowledge.
By the end, you’ll know how to build 3-statement models, perform valuations, and create merger and LBO models specifically for REITs. You’ll also learn how to apply these skills in real-world scenarios, whether you’re advising clients or making investment recommendations.
This course is tailored for bankers and corporate finance professionals who already have a solid foundation in financial modeling and Excel but want to specialize in REITs. If that sounds like you, this course will help take your expertise to the next level!
8. Bank & Financial Institution Modeling
Unlock the world of bank and financial institution modeling with BIWS’ comprehensive course, designed to take your expertise to the next level. Learn the ins and outs of commercial banking, from accounting and regulatory capital to advanced valuation techniques, merger models, and buyout strategies. This course goes beyond theory, diving into real-world applications through case studies, investment banking pitch books, private equity, and hedge fund investment recommendations. As a bonus, you’ll gain insights into insurance company modeling.
By the end of the course, you’ll master building 3-statement models, valuations for commercial banks, and creating bank merger and buyout models from templates. You’ll also become comfortable with insurance modeling and valuations.
Ideal for bankers and finance professionals looking to specialize in financial institutions, this course is perfect for those who already have intermediate Excel and financial modeling skills. Elevate your career with targeted expertise that sets you apart!
9. PowerPoint Pro
10. Venture Capital & Growth Equity Modeling
This Venture Capital & Growth Equity Modeling course is designed to help both students and professionals master the skills needed to evaluate and value startups and growth-stage private companies. Throughout the course, you’ll dive into topics like how to assess companies qualitatively using market research and pitch decks, building capitalization tables for multiple rounds of funding, and creating financial models tailored for private companies. You’ll also explore detailed revenue and expense forecasting and work through M&A models that include earn-outs.
By the end of the course, you’ll be able to confidently model cap tables involving convertible notes, preferred equity, option pools, liquidation preferences, and venture debt. You’ll also gain the ability to value startups and make well-informed investment decisions by considering both qualitative and quantitative factors. Plus, you’ll be prepared to evaluate growth-stage companies and spot attractive investment opportunities.
This course is perfect for experienced investment bankers looking to break into venture capital or those interested in the tech, biotech, or growth equity sectors.
11. Project Finance & Infrastructure Modeling
This Project Finance & Infrastructure Modeling course is designed for professionals and students looking to develop their skills in modeling energy and transportation assets like toll roads, airports, solar plants, natural gas facilities, offshore wind farms, nuclear power plants, and lithium mines. Throughout the course, you’ll dive into cash flow modeling for both renewable and conventional energy projects, use Excel formulas and VBA for debt sizing and sculpting, and learn how to analyze both acquisitions and developments with a focus on different approaches to debt and equity draws.
By the end of the course, you’ll be equipped to create detailed annual and quarterly models for these assets and provide investment recommendations from both equity and debt perspectives. You’ll also gain a solid understanding of debt sculpting and sizing techniques, including handling merchant tails, multiple debt tranches, and managing constraints based on key financial metrics like DSCR, LLCR, and PLCR.
This course is perfect for experienced investment bankers and corporate finance professionals looking to deepen their knowledge in infrastructure private equity, project finance, or related areas.
12. BIWS Platinum Annual Subscription
Unlock the entire BIWS Platinum Package with BIWS’ annual plan for just $497 a year!
For an entire year, you’ll gain access to the complete training library – every video, every model, every guide, plus full support for any technical or career-related questions. And as BIWS continues to release new courses and updates, you’ll get instant access to those too, all included in your membership.
The annual plan is perfect if you’re looking to dive deep for 1-2 years without paying for lifetime access. With BIWS’ 90-day money-back guarantee, there’s no risk to get started.
If you’re in for the long haul and plan to use this training for over three years, BIWS’ one-time purchase option of $1497 offers even better value.
What do you get?
– A full library of videos covering financial models, case studies, interview prep, networking tips, and more.
– Models ranging from quick 30-minute examples to in-depth 10-hour case studies with slide presentations.
– Over 1,200 pages of written guides, including thousands of interview questions and answers.
– Direct access to ask questions on any technical or career-related topic, from formulas to recruiting challenges.
– Plus, you’ll get access to upcoming courses like the Private Equity Modeling course and the Secondaries / Private Equity Funds of Funds Modeling course during your membership period.
Get the training you need and elevate your finance career today!
Testimonials/ Reviews
What Is the BIWS Certification?
Seeing as the Breaking into Wall Street financial training program is recognised and appreciated worldwide, most companies prefer that their candidates have a BIWS certification when they apply for a position.
Naturally, one question arises. What do I need to do to get the BIWS certification?
Of course, you will have to enroll in the BIWS training program. You also need to get a 90% score. Please keep in mind that there is a high focus on self testing when it comes to this training program.
Seeing as most companies place a huge focus on practical knowledge, the BIWS training program provides you with opportunities to learn from experienced investment bankers. This, combined with your BIWS certification is a great way to help you in your interviews.
Read more about the BIWS Certification here.
BIWS Is Better than Others - Why?
Breaking Into Wall Street (BIWS) vs Wall Street Prep (WSP)
| BIWS Premium | WSP Premium | |
|---|---|---|
| Shortest time to complete | ✔ | ✔ |
| Best price | ✔ | ✖ |
| User-friendly | ✔ | ✖ |
| Easy learning experience | ✔ | ✖ |
| Live cases and study analysis | ✔ | ✖ |
| Provides certification | ✔ | ✔ |
| PowerPoint Training | ✔ | ✖ |
| Taught in universities and business schools | ✔ | ✔ |
| Covers companies from all over the world | ✔ | ✖ |
| Can you download lessons? | ✔ | ✔ |
| Money-Back Guarantee | 90 Days | 30 Days |
Why should you choose BIWS?
- According to users, the course quality is much higher.
- More value at a lower price
- An excellent community to back you up.
- Constant one-on-one support.
- Learn through live case and study analysis.
- Lifetime access to the site and free upgrades
- Access to new content whenever it is added.
- The BIWS Certification, a requirement when you apply to most jobs in the industry.
- The courses can be used on any device of your choice, including smartphones and tablets.
- The option to try BIWS for free.
- 90-Days Money-Back Guarantee
- Easy Payment options: Credit Card and PayPal
Breaking Into Wall Street (BIWS) vs Corporate Finance Institute (CFI)
| BIWS | CFI | |
|---|---|---|
| Shortest time to complete | ✔ | ✖ |
| Best price | ✔ | ✖ |
| Provides certification | ✔ | ✔ |
| Used by investment banks to train analysts | ✔ | ✖ |
| Can you download lessons? | ✔ | ✖ |
| Years in business | 2007 | 2015 |
| Money-Back Guarantee | 90 Days | 30 Days |
The Benefits of the BIWS Programs
I’m quite sure that you already know the simple answer to this. After all, the BIWS is a financial training program that will equip you with all the theoretical and practical knowledge you need to successfully pass through an interview and then secure a position in a financial institution of your choice.
But since this is a Breaking into Wall Street review, I have a few more details on the benefits of the BIWS program for you that you might not have been aware of.
- Learn from experienced investment bankers
- Free lifetime updates and support
- Free lifetime Q&A support
- You are allowed to download all the materials in your course including the videos
- Free access to BIWS’s complete archive of questions and answers provided by our community.
- Risk-free and unconditional 90-day money back guarantee.
I'm interested. How can I purchase the BIWS programs?
Since FinanceWalk has partnered with BIWS, I have a special deal for you.
As a FinanceWalk reader, you will get a FREE $397 prime membership!
Make sure to purchase your course through the following FinanceWalk links to get the discount!
Here is some valuable information on pricing:
BIWS Discount Offer
| BIWS Packages | Special Discount + Bonus Link |
|---|---|
| BIWS Platinum Package | $1497 (Save $1320) + $397 Bonus |
| BIWS Premium Package | $497 (Save $194) + $397 Prime Bonus |
| Combo Package - Excel & VBA + Core Financial Modeling | $97 Discount + $397 Prime Bonus |
| Combo Package - IB Networking Toolkit + IB Interview Guide | $100 Discount + $397 Prime Bonus |
| Combo Package - Real Estate Modeling + Excel & VBA + Core Financial Modeling | $344 Discount + $397 Prime Bonus |
| Combo Package - Bank Modeling + Excel & VBA + Core Financial Modeling | $344 Discount + $397 Prime Bonus |
BIWS Platinum - $1497 (Save $1320) + Free $397 Bonus
This is the most comprehensive IB package on the market today. Includes the NEW and Improved BIWS Premium Financial Modeling Course (RRP: $497) PLUS access to the above 7 complementary courses designed to make you an even more well-rounded IB Professional.
FAQs (Frequently Asked Questions)
No, of course not. If you want and feel the need to, you can sign up for every single course that BIWS offers. This means that you will be getting the BIWS Platinum Package, which is a fantastic deal. However, if you have checked out all the BIWS courses and only want to take a few at this point in time, you can do that as well.
Since this is an objective Breaking into Wall Street review, I can tell you that the BIWS premium package is more advanced. It has a large number of case studies that will help you get a sense of how things work in the real world of finance.
At the same time, the contents are continuously being updated and better structured. Apart from that, users report that the BIWS is very friendly and makes the learning experience a lot easier than the WSP.
That depends on the courses you choose. For example, there are a few courses that teach everything including the basics of that topic, such as Networking Toolkit, PowerPoint Pro, IB Interview Guide, and the Excel & VBA. This means that you can apply to these courses and start learning right away without any prerequisite knowledge.
The BIWS also offers some courses that are specific to the financial industry for which you should already know at least the basics of Excel. These courses include Oil & Gas, Real Estate & REIT, Banks & Financial Institutions, as well as the course on Financial Modeling Mastery.
If you’re planning on taking courses that speak specifically to certain parts of the financial world, you should already know your ABCs when it comes to valuation, accounting, and transaction modeling.
My advice to you is to sign up for a mixture of packages that the BIWS offers. In this way, you will make sure you learn both basic skills and industry specific courses at the same time.
Yes, of course. The BIWS courses are available to everyone within the North American region but also worldwide. You should also know that the courses use real case studies that will teach you about companies all over the world. This is what makes BIWS special. It provides real life experience in the financial industry no matter where you come from.
Yes, of course. The website will cater to all your needs so that you can continue studying wherever you are, in whichever format, and even on the go. If you feel more comfortable using your smartphone, you can still take notes, watch videos, and keep on learning!
Buy your selected course through any of the FinanceWalk links on this page.
Send me an email at avadhut@financewalk.com. Include your name and email address and I will give you Prime Membership.
