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WSO Free Modeling Series - Now Open Through
September 30, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
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+Bonus: Get 27 financial modeling templates in swipe file
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For modeling you should understand how a working three statement model connects and functions. For revenue builds, that will depend on your coverage and analyst and can range from pretty simple to very complicated. The better/faster you are at excel the better, but you can learn a lot of that on the job.
Valuation also depends but you should be able to walk through a DCF and build a good comp table.
CFA is not necessary, many analysts don’t have it.
For the DCF, is that still as common as before? I've seen more and more reports just skipping a DCF and using a multiple to value a company
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