Guides for updating financial models

Are there any good guides/checklists to use when updating 3 statement financial models with quarterly earnings data?

5,889 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '28 May 2026 Cohort

5.00/5

Investment Banking LinkedIn Review

“With FIG and private markets always being a super targeted aspect of banking for me, the linkedin review was firstly helpful in refining my background, but tangentially valuable in helping develop recruiting strategies going forward. I found that Andre is a very direct and methodical person, and the directness he offers is always super helpful in driving quick and decisive changes. Concluding the session, he offered me additional resources for review given his expertise, as well as further insights into FIG recruiting, offering himself for future mentorship on the technical side. Looking forward to working with him more in the future.”

Class of '28 Apr 2026 Cohort

5.00/5

Other Other

“Markus provided an incredibly personalised and valuable session. He took the time to thoroughly review my experiences and help me identify which ones would be most relevant and impactful to use in my answers. He also worked closely with me to refine my existing responses, offering thoughtful suggestions on how to strengthen them, communicate my experiences more effectively, and ensure my answers highlighted my skills and achievements in the best possible way. I particularly appreciated how tailored his guidance was to my individual background and needs, rather than simply providing generic advice. The session was engaging, insightful, and genuinely helpful, and I came away feeling much more confident in my answers. I thoroughly enjoyed the entire experience and would absolutely love the opportunity to have another session with Markus in the future!”

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1	redever	99.2
2	BankonBanking	99.0
3	Secyh62	99.0
4	kanon	99.0
5	GameTheory	98.9
6	DrApeman	98.9
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10	Kenny_Powers_CFA	98.8

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Guides for updating financial models

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Guides for updating financial models

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