Practitioner-Led
Ex-J.P. Morgan & CLSA analysts. CFA/FRM credentialed. 20 years in the field. Not influencers, operators.
Practitioner-led finance & AI certifications
Finance skills, built for the AI era
Master financial modeling, valuation, investment banking and FP&A, then learn the audit-first AI workflows top analysts use to work faster without getting burned. Taught by ex-J.P. Morgan and CLSA practitioners.
4.8 average · 500,000+ learners across 50+ countries
Trusted by learners & professionals at
500K+Students trained
125K+YouTube community
10K+Finance articles
50+Countries
Why WallStreetMojo
Built different for the AI era
Three things every WSM certification gives you that others cannot.
Audit-First AI Workflows
Every workflow teaches verification, so analysts can catch AI errors before they hit the IC deck or model output.
Case-Based Output
Real cases: Netflix DCF, Tesla valuation, and LBOs on actual deals. Build models you can defend in interviews.
Certifications
Certification paths built around real analyst work
Focused programs that combine concept clarity, spreadsheet practice and AI-enabled execution.
Flagship
Financial Modeling & Valuation + AI
Netflix DCF case, 3-statement modeling, and Claude + Excel workflow.
Explore Program
AI Workflow
FMV using AI
Apply AI to financial modeling, analysis, and valuation workflows.
Explore Program
Career Launch
Investment Banking Certification
Deal structures, LBO, pitchbooks, comps, and M&A.
Explore Program
Equity Research
Fundamental Analysis + AI
10-K reading, investment thesis, and AI-augmented analysis.
Explore Program
Directory
Browse all 70+ courses
Explore every program across finance, Excel, valuation, AI, and career skills.
Browse Courses
Elite
Elite Membership
Want all of them? Every certification, the AI Vault, and future releases.
Explore ProgramWSM flagship AI product
The AI Finance Vault
A practical AI workspace for finance professionals: prompts, templates and audit checklists for real workflows.
500+ Finance prompts
120+ AI templates
100+ Use cases
Weekly updates
- Prompt libraries: IB, ER, valuation, FP&A, accounting
- Excel templates: DCFs, LBOs, comps, ready for Claude
- Use cases: Netflix DCF, Tesla audit, IC memos
- Audit checklists built into every workflow
- Weekly updates as the AI landscape shifts
Also included in Elite Membership.
Prompt #142
Build an LBO sources & uses table
ClaudeExcel-ready
Template #087
Rolling 13-Week Cash Forecast
XLSXFP&A
Use case #034
Netflix DCF full walkthrough
Case studyValuation
Career paths
Follow the path that matches your goal
Each path combines finance concepts, practical templates, and AI workflows so learners know what to study next.
Financial Modeling
3-statement models, DCF, valuation, and AI audit workflows
Best starting point for most finance roles
→
Investment Banking
Pitchbooks, deal analysis, LBO, and interview-ready outputs
For IB, M&A, and transaction careers
→
Equity Research
10-K analysis, investment thesis, valuation, and research checks
For public-market research roles
→
FP&A
Forecasting, budgeting, reporting, and AI-fast planning workflows
For corporate finance and planning teams
→
Meet the founders
Taught and led by ex-J.P. Morgan analysts
Dheeraj Vaidya, CFA, FRM
Co-founder & Course Director. Ex-J.P. Morgan and CLSA equity analyst. 20 years training analysts. Built the curriculum and runs the YouTube community.
CFAFRMIIT DelhiIIM LucknowView profile →
Shweta Pant Vaidya
Co-founder & CEO. 14+ years in payments and banking. Runs business strategy and partnerships; scaled WSM to learners in 50+ countries.
CEOFintechBankingGrowthMeet the team →From our learners
1000+ reviews
★ ★ ★ ★ ★
I completed WallStreetMojo's ChatGPT & Artificial Intelligence for Microsoft Excel training. I am excited to leverage the new skills in my new role with Coca-Cola Bottlers' Sales & Services.
Nathaniel Scullard-Bender (United States) Finance Specialist 1 - Procure to Pay at Coca-Cola Bottlers' Sales & Services LinkedIn
Regarding Equity Research, Investment Banking, I have never seen such interesting courses, in terms of analysis and explanation. I recommend WallStreetMojo to my friends in Asset Management.
Antoine Bietrix (United Kingdom) Associate Portfolio Manager WallStreetMojo
I completed the Financial Modelling course. It is an outstanding course. The teacher's articulation is par excellence and so is his knowledge about the subject.
Vivek Kumar Sharma Founder - OptiReach Strategies, Malaysia Google Reviews
Taken the Financial Modeling and Valuation bundle and the topics covered in it are relevant to the present world job market.
Anuj Madan Account Manager, Canada Google Reviews
Easy to understand financial modelling course. Detailed explanation on each step of building a financial model, with exercise sheets that helped with practice.
Ali Saifee (India) Deputy General Manager - M&A and Licensing WallStreetMojo
Thank you WallStreetMojo for the wonderful content. The program delivers outstanding value and explains chart patterns, candlesticks, technical indicators, trend lines, support and resistance clearly.
Ayushi Gupta (India) CA Finalist Google Reviews
Prefer everything in one membership?
Elite Membership gives you every WSM certification, full AI Finance Vault access, all models and practice files, and every future certification as we launch it.
Build the finance skills the next decade will reward.
Join 500,000+ learners using WallStreetMojo to build practical finance, modeling and AI-workflow capability.