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WSO Free Modeling Series - Now Open Through
June 30, 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.
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+Bonus: Get 27 financial modeling templates in swipe file
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learn how to do portfolio management using excel without a mouse should provide some good practice. If i were you i'd probably get use to functions like mmulti, var,covar, blah blah blah... learning shortcuts to excel would be good too.
Like tomahawk said, definitely learn the major Excel shortcuts. I have a couple Excel shortcut cheat sheets in pdf if you need. A couple of things to think about: how would you rate your excel skills / experience now? I ask because I've seen instances where pretty good Excel users are suddenly rendered useless when you load up a fresh Excel sheet without their specialized macros. Also, find out what version of Excel the test will be in. Most of the shortcuts are the same from 2003 to 2007, but the look/layout is very different. Might be good to just get acclimated to whatever version it is while you're preparing.
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PM me your email address and I'll send you the cheat sheet.
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