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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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- 92% success rate
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- Full course library
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- 20hrs of mocks
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Anything equivalent to the SIE is not worth taking until you have to during training.
People tend to argue it’s impressive / shows initiative if you have it on your resume while recruiting for internships but there are MUCH higher ROI things to do with your time (network more, get better at technicals, get better at excel).
plus, anyone who’s taken it knows it’s just bs about retirement accounts, tax benefits, and opening brokerage accounts.
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