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WSO Free Modeling Series - Now Open Through
August 31, 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.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
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Print them out and use. Sending anything to your personal email could be flagged by compliance. Our primers are labeled as confidential, so that would be a no-no for me. Not sure about how the process is at your bank.
What about primers that they send you that are written by a different bank?
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