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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