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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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I used Wiley’s base self study package for level 1 and thought it was extremely effective(passed the Feb21 exam on first attempt). Wiley’s textbook layout made the experience slightly more bearable by breaking the sections into smaller readings of 20-30 pages that take 30-45min. instead of the massive chapters from other providers that can be pretty brutal, especially if you are working full time. The amount of practice questions that Wiley offers is on par with other providers, though they may have fewer full practice exams than Bloomberg, but you really need to evaluate how much free time you will actually have to complete them all.
Overall, I don’t think the provider you end up choosing will matter much, as long as you put the time in and have good study habits. I assume all of the providers boast high pass rates for those who use their platform. Good luck with your efforts!
Kaplan for me. I also have MArk Meldrum videos for the sections I struggled with
Kaplan is standard but Mark Meldrum’s videos and practice test are honestly the best.
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