Prep Courses for Incoming Summer Analysts

I am looking to buy/enroll in an online course ahead of my summer 2026 IB internship. I want to refresh my knowledge of everything I learned during recruiting now over a year ago and maybe to learn a little bit more job specific material/modelling. I am working in capital markets at a firm where it is a part of their banking devision. Are there courses more angled to prep for the job (IB general) or capital markets specific vs just interview prep? or are there interview prep courses that would be recommended ahead of the job? I never bought one of those online modules for interviewing so I am not totally sure the depth they go into or how applicable they would be. Just generally trying to understand the best prep courses or if they are worth it at all (im sure this forum may be a bit partial to wso) as they are not cheap! open to also hearing of other ways to prep for the job to feel as comfortable as possible going into it to make my life slightly easier once I hit the desk.

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For incoming summer analysts looking to prepare for their internship, especially in capital markets within an investment banking division, here are some highly recommended options based on the most helpful WSO content:

1. WSO Courses for Job-Specific Prep

  • Modeling & Valuation Bootcamp (2-Day): This course covers essential skills like Excel, M&A, 3-statement modeling, DCF, Comps, and LBO modeling. It's a great refresher and goes beyond interview prep to focus on practical, job-relevant skills.
  • Private Equity Master Package: While PE-focused, it includes LBO modeling and deal processes, which can be useful for understanding transaction structures.
  • Venture Capital Bootcamp (4 Hours): If your capital markets role involves equity or venture-related transactions, this course covers cap table modeling and ARR, which could be relevant.
  • Investment Banking Training Elite (Live + Online): This is a comprehensive program tailored for IB professionals, offering both live and online training. It’s designed to prepare you for the desk, not just interviews.

2. Interview Prep Courses (Still Useful for Job Prep)

  • IB Interview Bootcamp (4 Hours): While primarily for interview prep, it includes technical and behavioral questions that can help refresh your foundational knowledge.
  • Private Equity Interview Bootcamp (1 Day): This course dives into detailed LBO tests and case studies, which can be helpful if your role involves financial modeling or transaction analysis.

3. Advanced Industry-Specific Programs

  • RE Master Program (12 Courses, 50+ Hours): If your capital markets role involves real estate, this program could be a valuable addition.
  • Data Analytics Master Program (12 Courses, 50+ Hours): For roles requiring data-heavy analysis, this program offers advanced analytics training.

4. Other Ways to Prep

  • WSO Academy: A 12-week program designed to guarantee high finance offers, but it also provides a strong foundation for on-the-job skills.
  • WSO Resume Review & Mock Interviews: These services can help refine your resume and prepare you for any last-minute technical or behavioral questions.

Are These Courses Worth It?

Yes, these courses are worth it if you want to feel confident and prepared for your internship. They are designed to bridge the gap between theoretical knowledge and practical application, making your transition to the desk smoother. While they may seem expensive, the investment can pay off in terms of performance and confidence during your internship.

If you're looking for a more capital markets-specific focus, the Modeling & Valuation Bootcamp and Investment Banking Training Elite are your best bets. They provide a solid foundation and practical skills that align with the demands of your role.

Sources: Tips for Freshman for The Sophomore IB Interview Process, Investment Banking Interview Prep for Inexperienced Undergraduates, All the best to Summer 2021 interns, Preparing for the HF informational interview

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

I think ahead of the summer getting reps is the most important. There are a couple websites that are cheap and sell tons of modeling case studies, including "the financial modeling desk" (full tests with answer keys, can personally vouch for). WSP is good too if you want a full-fledged course, but way more expensive ofc

 

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