Wall Street Prep (WSP) vs. Wall Street Oasis (WSO) (2024)

  • Financial Modeling

Comprehensive Side-by-Side Comparison of Wall Street Prep (WSP) vs. Wall Street Oasis (WSO

Last Updated January 9, 2024

WSP Self-Study Courses

Wall Street Prep vs. WSO: Financial Modeling Courses

Wall Street Prep pioneered the Financial Modeling Self Study Program in 2003 for students and professionals pursuing careers in finance. The program is now used widely at the world’s top investment banks, private equity firms and MBA programs.

Since 2003 several other companies have emerged to offer similar programs, including Wall Street Oasis (WSO) in 2020. In this article, the differences and similarities between the programs are laid out, as well as the reason that Wall Street Prep remains the best choice.

Table of Contents

  • Wall Street Prep vs. Wall Street Oasis (WSO): Full Comparison
  • WSO vs. Wall Street Prep: Course Quality Comparison
  • Illustrative Course Samples
  • Which Program(s) Do Investment Banks Use to Train their Analysts and Associates?

Wall Street Prep vs. Wall Street Oasis (WSO): Full Comparison

While WSP and WSO offer multiple products, both have a version of a “complete” flagship product that includes what typically represents the “core” investment banking financial modeling skill set.

When considering in which financial modeling program to enroll, factors such as price, support, content format and access to a macro toolkit are all important. But perhaps the most critical factor of all is the quality of the content – a financial modeling program is useless if it does not teach material effectively.

Wall Street Prep (WSP) vs. Wall Street Oasis (WSO) (1)Wall Street Prep (WSP) vs. Wall Street Oasis (WSO) (2)
ProductPremium PackageElite Package
Price
  • $499 (See deals)
  • $497
What you get
  • Videos + PDF + Excel Templates + Live Virtual Kickoff Class
  • Videos + PDF + Excel Templates
Primary Content Author
  • Matan Feldman, Founder @ Wall Street Prep (est 2003)
  • One of Wall Street’s most sought-after trainers
  • Various Freelancers
  • Bios not disclosed by WSO and appear to be freelancers
Program Structure
  • 35+ Courses
    (6 core + 30+ bonus courses)
  • Live Virtual Kickoff Class
  • Last Major Update: 2021
  • 5 Courses
    (no bonus courses)
  • Last Major Update: 2020
Can You Download Lessons?
  • Yes
  • Yes
Other Benefits
  • 1-Month Access to PitchBook
  • 12-Months Access to WSO Company Database
Support
  • E-mail & Phone
  • Email
Used at investment banks to train analysts and associates?
  • Yes
  • No
Does the company run live training at investment banks?
  • Yes
  • No
Years in business as online trainer
  • Since 2003
  • Since 2020
Certification Recognized?
  • Yes
  • No
Does the program qualify for CPE Credit?
  • Yes
  • No

WSO vs. Wall Street Prep: Course Quality Comparison

Given the considerations stated above, Wall Street Prep’s program provides the highest quality training out there.

Wall Street Prep invests heavily in ensuring that course materials reflect current best practices and are taught in a way that is intuitive.

Training follows a very clear, step-by-step approach where trainees build models essentially from scratch, starting from a blank Excel spreadsheet and working sequentially through a model.

You’ll be learning directly from Matan Feldman, one of Wall Street’s most sought-after trainers of new analyst and associates.

Illustrative Course Samples

There is no better way to determine which approach works best for you than to actually sample the programs.

WSO provides a few video previews for free to put their best foot forward.

Below we’ve provided comparable WSP videos that allow you to compare teaching approach, the level of complexity of the model (is this a real-life model?) and how concepts are covered.

Wall Street Prep (WSP) vs. Wall Street Oasis (WSO) (3)Wall Street Prep (WSP) vs. Wall Street Oasis (WSO) (4)
  • A 30,000ft View of Our Model
  • Forecasting the Income Statement
  • Modeling Basic Shares Outstanding and RSUs
  • Samples on WSO Site

Which Program(s) Do Investment Banks Use to Train their Analysts and Associates?

Investment banks, private equity firms, and top business school programs hire Wall Street Prep to conduct analyst and associate training in-house.

This enables our instructors (all former investment bankers who are also involved in the development and refinement of the self-study program) to receive continuous feedback about materials and integrate the latest best practices into the training material.

Below we lay out how the two training providers compare to one another:

Wall Street Prep (WSP) vs. Wall Street Oasis (WSO) (7)Wall Street Prep (WSP) vs. Wall Street Oasis (WSO) (8)
Partial list of live classroom training:
  • Investment Banking: Goldman Sachs, RBC, JP Morgan, Lazard, Guggenheim, Centerview Partners, Evercore, Perella Weinberg, William Blair, Harris Williams, Piper Jaffrey
  • Private Equity: KKR, Carlyle Group, Bain Capital, Summit Partners, Advent, Thoma Bravo, CVC, GTCR, Roark, AEA, CDW, Ares Management
  • Investment Management and Other Firms: Point72, Blackrock, PIMCO, Eaton Vance, Bloomberg, American Express, the World Bank, KPMG, Deloitte, PWC, T Rowe Price
  • Academic Institutions: Harvard Business School, Wharton, Stanford, University of Chicago, Columbia, Cornell
  • Partner Organizations: Girls Who Invest, Sponsors for Educational Opportunity (SEO), CFA Society of NY
  • Firms do not hire Wall Street Oasis for live classroom training to our knowledge,

Wall Street Prep (WSP) vs. Wall Street Oasis (WSO) (9)

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Wall Street Prep (WSP) vs. Wall Street Oasis (WSO) (2024)

FAQs

Who are the competitors of Wall Street Prep? ›

See how Wall Street Prep compares to similar products. Wall Street Prep's top competitors include AMT Training, Macabacus, and Consolidata.

Does Goldman Sachs use Wall Street Prep? ›

Wall Street Prep is hired by some of the world's top investment banks and private equity firms to deliver training to their employees. Firms like Goldman Sachs, Evercore, Morgan Stanley, Lazard, JP Morgan, Moelis, KKR, Bain Capital, The Carlyle Group and so on.

Is Wall Street Prep recognized? ›

Wall Street Prep doesn't just train individuals. It is the leading training provider for the top investment banks, private equity firms, and corporations. WSP's reputation makes the Certification in Financial and Valuation Modeling the most credible financial modeling program truly recognized by employers.

Is the WSO Elite Modeling Package worth it? ›

This course pairs excellently with the WSO Excel Modeling course. The two combine to form a powerful training program that I would highly recommend for all aspiring/incoming financial analysts, particularly those interested in investment banking.

Do investment banks use Wall Street Prep? ›

Since 2004, we have worked with the world's leading financial institutions to design and deliver investment banking training programs that prepare new hires and existing professionals with the skills they need to succeed on job.

Who is the owner of Wall Street Prep? ›

Matan is founder and CEO of Wall Street Prep.

Should you put Wall Street Prep on your resume? ›

So those who complete the program and receive our certification have the option to place it on their resumes. While some recruiters might not view the credential as a “significant” resume booster, others believe that the certification does in fact enhance a student's academic profile.

What is the most recruited school on Wall Street? ›

Top Feeders (Adjusted for Undergraduate Enrollment)
Search Search in Rank (Total) Institution #Employed Top Employer (Total) Top Employer (Share)
Rank (Total)InstitutionTop Employer (Total)
1University of PennsylvaniaGoldman Sachs
2Harvard UniversityGoldman Sachs
3Columbia UniversityGoldman Sachs
27 more rows

How much does Wall Street Oasis pay Goldman? ›

How much does Goldman Sachs pay? For this salary and bonus range, Low is the 10th Percentile and High is the 90th Percentile. These ranges are from employer specific salaries submitted by WSO members. Goldman Sachs pays an average salary of $85,000 per year.

Who uses Wall Street Prep? ›

Wall Street Prep was established in 2004 by investment bankers to prepare and enhance the competitive profile of students who seek careers within the financial services industry. In addition, WSP now trains more than 25,000 incoming investment banking, investment management, and finance professionals every year.

How much does Wall Street Prep cost? ›

$499 for

How long does it take to finish Wall Street Prep? ›

Why Choose CFI
Wall Street Prep
PricePremium $499 Basic $199 Virtual Bootcamps range from $200-$2000
Number of courses included22 online courses
Hours of training required70-90 hours to complete
Downloadable resourcesPaid PDFs and Excel Financial Modelling Templates
16 more rows

How competitive is WSO Academy? ›

We know that the low acceptance rate (<8%) can be demotivating. This is why we will give you exclusive access to two resources when you join the waitlist for free.

What is the acceptance rate for WSO Academy? ›

All WSO Academy students get accepted into our competitive Finance Research Analyst Internship [under 10% acceptance for those applying directly].

How long is WSO training? ›

In order to earn the title of WSO, Airmen go through approximately two years of training to become fully operational. “The first step is going through either Officer Training School, ROTC (Reserve Officer Training Corps) or the Air Force Academy to earn your commission,” said Capt. Robert D.

Who competes with the Wall Street Journal? ›

The closest competitor to wsj.com are barrons.com, cnbc.com and marketwatch.com. To understand more about wsj.com and its competitors, sign up for a free account to explore Semrush's Traffic Analytics and Market Explorer tools.

Who are Wall Street English competitors? ›

Wall Street English vs competitors
CompanyFounding DateZippia Score
English in Action20084.2
Carlos Rosario International Public Charter School19984.4
De La Salle High School19653.8
C Chicago City Day School19814.5
17 more rows

What are the top firms on Wall Street? ›

  1. #1. Goldman Sachs & Co. SCORE 8.665. 2023 Ranking. ...
  2. #2. Morgan Stanley. SCORE 8.172. 2023 Ranking. ...
  3. #3. J.P. Morgan. SCORE 8.133. 2023 Ranking. ...
  4. #4. Centerview Partners. SCORE 8.118. 2023 Ranking. ...
  5. #5. Evercore. SCORE 7.972. 2023 Ranking. ...
  6. #6. Lazard. SCORE 7.109. 2023 Ranking. ...
  7. #7. PJT Partners. SCORE 6.891. ...
  8. #8. Moelis & Company. SCORE 6.887.

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