Resources

The models, videos, templates, and reference lists we’ve made for people breaking into finance.

Resume CheckFreeUpload your resume and get scored feedback based on the rubric Ben uses.Scored feedback in about 30 secondsWorks for PDF and DOCXFree with your emailCheck your resume

Get Into Banking QuizFreeYour odds of landing an IB offer, plus a personalized plan.16 questions · about 2 minutesInstant score and a recommended planFree — no signup requiredTake the quiz

Library

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Financial Models16 modelsFree Excel models for learning valuation, ordered the way to learn them.Advanced DCF – Part 2Advanced DCF – Part 3Paper LBO+ 10 more models

Video Library261 videosEvery video on the YouTube channel, organized by playlist.

Investment Banking · 56 videosModeling and Finance Tutorials · 16 videosPrivate Equity · 31 videos+ 14 more playlists

IB Presentations27 decksPitch books from actual deals, made public through SEC filings.Airgas defense vs. Air Products · 2010Dell going-private · 2013Allergan defense vs. Valeant/Pershing Square · 2014+ 24 more decks

Equity Research Reports20 reportsReal sell-side initiations and update notes, with the earnings model and valuation inside each one.

Apple · Goldman Sachs · 2010Walt Disney · Deutsche Bank · 2015Siemens · Nomura · 2015+ 17 more reports

Reading List16 booksThe books we recommend, with a note on what each one covers.

Investment Banking: Valuation, LBOs, M&A, and IPOsThe Little Book of ValuationValuation: Measuring and Managing the Value of Companies+ 13 more books

Templates & Guides7 downloadsResume, cover letter, and MBA application downloads.

Banking Cover Letter GuideMy Wharton ApplicationMy Columbia Application+ 1 more downloads

Networking

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Networking TrackerFree Excel downloadKeep your banking outreach and follow-ups in one Excel workbook.Bank, group, contact, and notesOutreach, follow-ups, and meetingsThank-you notes and updatesGet the tracker

Reference

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Top Investment Banks33 banksThe major banks grouped by tier, with notes on recruiting for each.Goldman Sachs · Bulge BracketMorgan Stanley · Bulge BracketJ.P. Morgan · Bulge Bracket+ 30 more banks

Target Schools100 schoolsUS schools ranked by alumni in investment banking, PE, VC, and hedge funds.#1 Columbia University · 7,500 IB alumni#2 Harvard University · 5,015 IB alumni#3 University of Pennsylvania · 5,099 IB alumni+ 97 more schools