Getting into investment banking is highly competitive and requires extensive preparation, including obtaining relevant licenses, designations and certifications. The Wiley investment banking course series, which includes books and online video courses, is considered an essential component for those looking to break into the industry or advance their careers. By providing comprehensive training on financial modeling, valuation, mergers and acquisitions (M&A), leveraged buyouts (LBOs) and other technical skills, these Wiley resources equip aspiring bankers with the hard skills needed to impress during interviews and succeed on the job.

Wiley’s investment banking prep material covers the entire deal process
The Wiley investment banking course books and online video courses provide detailed, step-by-step training through every stage of a typical M&A or other deal. This includes pitching and originating the deal, preparing the model, conducting due diligence, valuing the target company, structuring and negotiating the deal, and creating investor presentations and other communication materials. By walking through various deal scenarios and modeling examples, the Wiley content allows students to gain hands-on experience with the analytical and interpersonal abilities that junior investment bankers utilize on a daily basis.
Formats include textbooks, video lessons, case studies and interview practice
Wiley offers its investment banking prep resources in multiple formats to accommodate different learning styles. Key textbooks like Investment Banking Workbook and Investment Banking Focus Notes condense the most vital technical and conceptual information, while the Valuation Modeling series provides step-by-step guidance through specific modeling scenarios in Excel. There are also video lessons explaining each chapter of the books, case studies to apply the concepts, mock interviews to practice responses, and Quiz Banks to test retention of the material.
For individuals seeking to break into investment banking, the Wiley course series offers exceptional technical training across the various workstreams and responsibilities of the job. While passing licensing exams and obtaining financial modeling certifications are also critical, Wiley’s content is considered essential preparation that aligns closely with the actual tasks and expectations of an investment banking analyst or associate.